Spitteroid

@PeterCarli28957 $BAER Wildfires are getting worse and more frequent. Federal funding is ramping up (tripled in some areas for 2026). Bridger is one of the largest U.S. players with a fleet centered on amphibious aircraft. Short interest ~2.1–2.5% of float with ~2–3 days to cover

I’ll pick a few good stocks that my followers are holding. Include brief DD- I don’t want to hear about what the company does I want to hear important things like -open ATMs- short interest- upcoming catalysts- relevant theme etc. I’ll add 3 to the video today- hurry up I got a sun to soak

@spacanpanman If u had to bet ⁉️

$ASTS: ONE HUNDRED EIGHTY FIVE DOLLARS 💵

@ErinIshimoticha @SpaceX Maybe you should relax with the fork?

Maybe @SpaceX can ask its engineers not to chant nationalist dogwhistles on the livestream please? 😒

@RealAirPower1 Ugly ass plane

The Tomcat was, is, and forever will be the sexiest naval fighter in the world. Change my mind!

@PeterCarli28957 What’s ur take on $BAER? It’s wildfire season, looking hot, bought it at 1.7 sold 1.97

When I say BYE it doesn’t mean I sold - it means the price is going up lmao idk why ppl don’t get that

@AshtonForbes @ItsTheEnforcer ORB OF JUDGMENT???

That is definitely plasma. Excellent.

$BAER folks loading HEAVY into the long weekend 👀🔥

@SixSigmaCapital @spacanpanman what is the $BAER plane tracker you shared in one of your posts?

@BridgerAero @spacanpanman

DISPATCH 🚨 3x Scoopers and a Multi-Mission Aircraft are actively fighting the Seven Cabins Fire in New Mexico. #aerialfirefighting #wildfire #fire

@_basspa @spacanpanman A bit of both!

@Spitteroid @spacanpanman Curious as to what you are thinking? Swing trade or LT investment?

$BAER: 🔥Four Bridger Aerospace Super Scoopers fighting a massive fire at Seven Cabins, New Mexico

@spacanpanman is 2 still a good entry point in your opinion given the news?

$BAER: Bridger Aerospace assets are in California ready for battle.

@spacanpanman Is now still a good entry point?

$BAER: Nothing has changed to the thesis, only the price🤷‍♂️ If mgmt can execute against the backdrop of the most historic fire season on record, which has caused Bridger to deploy 5x scoopers and several air attack planes in the month of May, the stock price could get to the $4 - $6 levels this year.

@jpents @CanadaRoast @GadSaad Zionists are not taking over campuses and burning shit down in chinada, its the fucking islamic terrorists that are let in because retards like you vote in WEF scum

Congrats from Canada to @GadSaad on Suicidal Empathy becoming an instant #1 New York Times Bestseller!! 👏👏👏 Best of luck on your new adventure in America.

@PeterCarli28957 I love the Jews but fuck @BarakRavid

@Spitteroid Jew

I got suspended but I’m back lol

@spacanpanman Is now a good entry point? Would you prefer regular shares or $ASTX ?

$ASTS: All signs point to AST SpaceMobile John Stankey’s commentary regarding the new Mobile Network Operator (MNO) Joint Venture (JV) highlights a strategic roadmap that aligns tightly with AST SpaceMobile’s core technological and architectural advantages. While the JV is positioned to be "operator-agnostic" to foster a robust wholesale market, the underlying physics, spectrum strategy, and network architecture Stankey outlines point directly toward an ecosystem where AST SpaceMobile thrives, distinct from the model used by Starlink. 1. Spectrum Pooling: The Low-Band Efficiency Play Stankey emphasizes that the JV's primary driver is pooling scarce low-band spectrum and aggregating traffic to avoid industry "bifurcation." The AST Synergy: AST SpaceMobile’s technology is natively designed to utilize MNOs’ existing, premium low-band terrestrial spectrum (such as 800 MHz cellular bands) directly from space. By pooling this spectrum through the JV, the carriers create a massive, contiguous block of low-band frequencies. The Starlink Contrast: Starlink’s direct-to-cell strategy heavily relies on dedicated mid-band spectrum (like T-Mobile’s 1.9 GHz PCS bands) or specialized satellite bands. Low-band spectrum is exceptionally scarce and highly regulated; by aggregating it, the JV builds a unified pool that perfectly matches AST's capability to process broad, tunable MNO low-band frequencies. This allows for massive macro-cell coverage from space that standard smartphones can seamlessly connect to without hardware modifications. 2. Deep Integration vs. Standalone Roaming Stankey repeatedly states that satellite must be a "natural extension" of the existing network, ensuring a customer experiences 0.5% of their time on satellite identically to the 99.5% they spend on the ground. He explicitly notes the goal is to deliver traffic into "separate operating mobile cores." [Standard Smartphone] │ ▼ (Terrestrial Low-Band Spectrum) [AST SpaceMobile Satellite] │ ▼ (Shared Ground Station / Gateway) [MNO Core Network] (AT&T / Verizon / T-Mobile) The Architectural Fit with AST: AST SpaceMobile operates essentially as a "cell tower in space." It does not dictate the network core or require a separate routing protocol. Instead, it mirrors the MNO's land-based architecture, passing the signal directly down to the carrier's core infrastructure. Stankey's insistence on a seamless customer experience where the phone "doesn't drop off networks" fits this exact blueprint. The Starlink Contrast: Starlink functions fundamentally as a separate, proprietary satellite network. For an MNO to use it, the relationship is structurally closer to a traditional roaming agreement or a Mobile Virtual Network Operator (MVNO) setup, where traffic passes through SpaceX’s proprietary system first. Stankey explicitly noted the JV is designed to avoid bottlenecks where "any particular single provider... can dictate what that pricing is," pushing instead for a shared, open-standard architecture that aligns with AST's wholesale model. 3. Shared Ground Infrastructure and Unified Software IP A massive piece of Stankey’s argument revolves around the inefficiency of building ground station infrastructure "three times over." The JV aims to build a unified ground station framework that routes into separate mobile cores. Unified Gateway Integration: By standardizing the interface between the space-based phased arrays and ground gateways, the JV drastically reduces the capital expenditure required to deploy direct-to-device services. Because AST SpaceMobile focuses on being a wholesale technology enabler rather than an end-to-end consumer network provider, they can plug directly into this unified ground-station architecture. Cohesive Standards: Stankey mentions that the carriers each have "a little bit" of software IP developed for heterogeneous networks. Merging this IP under a single JV allows the carriers to dictate the exact technical specifications for how satellites hand off signals to ground networks. AST’s highly flexible, tunable, and software-defined payload architecture is uniquely positioned to adapt to these unified MNO standards, whereas more rigid, proprietary constellations require the carriers to bend to the satellite operator's architecture.

@StonkShepherd @spacanpanman whats ur average

@spacanpanman I need $BAER to pump a bit been underwater for a while. I think Q3 is where we’d see some improvements.

I shifted some $ASTS to some leveraged upside Also added to $TE and $BAER

@spacanpanman Appreciate it man! How long would you hold it for personally? What would make you sell?

@Spitteroid yes, it's given back all its prior gains

$BAER: Simi Valley experiencing big and escalating wildfire. You can see some state air assets on the scene. Let's see if California learned their lesson and calls in Bridger Aerospace this time around. $PCG and $EIX are cratering in sympathy as potential culprits ... people are shooting first and asking questions later.