M🅰️X 🇺🇸

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M🅰️X 🇺🇸

M🅰️X 🇺🇸

@ToTheMadMax

HODL'er of ASTS with possibly best opportunity of any stock IF THEY EXECUTE. Other musings. Do your own DD. Not a financial advisor and not providing advice.

New York, USA Katılım Mayıs 2012
673 Takip Edilen1.5K Takipçiler
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M🅰️X 🇺🇸
M🅰️X 🇺🇸@ToTheMadMax·
$ASTS I updated my banner picture. Why? This picture encapsulates exactly what @AST_SpaceMobile is that anyone can recognize in 5 seconds and why it is so big an opportunity. 5G from space directly to your UNMODIFIED cell phone (completely brand/model agnostic), an end to those pesky dead zones everywhere, connecting the unconnected...all of this and more. For those who want to know more and dive [much] deeper, here is a start 👇x.com/thekookreport/…
TheKOOKReport@thekookreport

As new investors discover $ASTS, it is time to welcome them into the fold and share the complete collection of #hardcoreDD. Spread it far and wide. "This the DD" Go to the link to download the full document kookreport.com/post/ast-space…

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M🅰️X 🇺🇸
M🅰️X 🇺🇸@ToTheMadMax·
@ShiftingSands2 @BradleyKellard Not his fault. That would be the other stewards of capitals' fault (ie, the managers of ToysRUs, Borders, Circuit City, Sears, etc.). They failed their shareholders by not innovating and staying ahead of the competition.
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Brad
Brad@BradleyKellard·
Jeff Bezos: "I've created $2.1 trillion of wealth for other people." "Somebody needs to make a list where they rank people by how much wealth they've created for other people." While talking about his net worth, he floated an idea that flips the whole concept of a "rich list" on its head. He did the math live, right there on stage. "Amazon's market cap is 2.3 trillion today. I own about 200 billion of it." "So if you take 2.3 trillion and subtract out the piece I kept for myself, then I've created something like $2.1 trillion of wealth for other people." That's not a typo. Trillion, with a T and it's not even his money. "That should put me pretty high on some kind of list." He didn't stop at himself, either. He immediately named who else deserves a spot at the top. "People like Jensen, Nvidia, he's going to be very high on that list." "That would be a pretty cool list. Somebody should do that list."
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Kevin Chen
Kevin Chen@Defiantclient2·
$ASTS: The gap between satellite shipments is getting significantly smaller✍️ Starting with early August 2022: BlueWalker 3 -> 25 months later July 25, 2024: BlueBirds 1 to 5 (Block 1) -> 14 months later September 30, 2025: BlueBird 6 (Block 2) -> 3 months later December 21, 2025: BlueBird 7 -> 5 months later May 17 to 22, 2026: BlueBirds 8 to 10 -> 2 months later July 5 to 14, 2026: BlueBirds 11 to 13 @AST_SpaceMobile is demonstrating a significant ramp in AIT processes. Production is solved. Going forward, the bottleneck for getting satellites in orbit will be launch, not production. To that end, AST is talking to every medium/heavy lift launch vehicle provider around the world. Their capacities are as follows: + @blueorigin New Glenn 7x2 = 6 to 8 BBs + @blueorigin New Glenn 9x4 = 12 to 14 BBs + @SpaceX Falcon 9 = 3 BBs + @JAXA_en / @MHI_Group H3-24W (with 4 Solid Rocket Boosters) = 3 BBs + @ulalaunch Vulcan = 5 BBs + @Arianespace Ariane 6 = 5 BBs + @isro LVM3 = 2 BBs @RocketLab wasn't mentioned in the Q1 earnings call, but their Neutron vehicle can launch 3 BBs if in the expendable configuration and 2 BBs if in the reuseable configuration. 🤝
AST SpaceMobile@AST_SpaceMobile

BlueBird 11 at the Cape. BlueBirds 12 and 13 on the road from Midland to Florida. Next: orbital launch imminent . 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 #ASTSpaceMobile #Broadband #ConnectingTheUnconnected #BlueBirds

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elizabethprata
elizabethprata@elizabethprata·
@xAviation Kept teaching straight thru the emergency. Student was quiet and let go immediately when teacher said 'taking the controls'. Good on both of them.
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Aviation
Aviation@xAviation·
A pilot experiences engine failure at just 600 feet and manages to pull off a perfect emergency landing in an open field. Talk about nerves of steel! 📹: straightandlevelcfi
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Bob Loblaw
Bob Loblaw@Bob_Loblaw2022·
@Rainmaker1973 I still don't get how it's possible. It doesn't look like any foot is making contact.
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Massimo
Massimo@Rainmaker1973·
This South Korean girl successfully performed the "Slickback" dance, which creates the illusion of walking in the air.
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M🅰️X 🇺🇸
M🅰️X 🇺🇸@ToTheMadMax·
Absolutely. The slippery slope of petty crime…
Dudley Newright@NewRightPoast

Libs play a game I call "How Much Pain Can I Tolerate?" where they think, it's just chess pieces. Trivial to replace. Costs basically nothing. No big deal. Why would I put someone in jail for stealing them, are you insane? How selfish can you be? I can easily tolerate the pain of having to replace chess pieces for a couple of bucks every once in a while. My 1 point of discomfort for tolerating the behavior easily outweighs by the 9999 points of discomfort that punishing the behavior would generate. You want me to put some kid in jail over a couple hunks of plastic? Why would I arrest a guy for buying a banana with counterfeit money? Why would I chase someone down for Skittles and an Arizona Iced Tea? Why would I disrupt the houseless schizo shooting up and jacking off on the subway, it doesn't really affect me. It's easy to ignore. These people are already suffering. But the chess pieces keep getting stolen. Old chess guys stop using the park. Rowdy teenagers take over. Moms stop bringing their kids. The park fills up with crackheads. You see this phenomenon everywhere you look. Libs let petty crime slide because they think "I can take it." And maybe they can. But every time they do this, they add a little bit of pointless friction to every day life. A sliver of pain, a cost that adds up and up. Now your Rite Aid shampoo is locked up. Now the shop has to hire a security guard (and raises prices accordingly). Now there's needles under the jungle gym. Now there's no old people on the corner keeping an eye on things. Now your kid can't run to the corner store after dark. Now your wife gets catcalled on her way home from work. Now there's loud reggaeton playing all the time. Life gets a little shittier and shittier. But hey, you can tolerate it. No big deal.

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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
Nice interactive infographic of the MNO alliance behind the federated $ASTS fleet. 243 Swirling 🧇 waffles on top of this will provide the full experience. ”Slowly, slowly and then suddenly.” -as @IversAudun likes to say. ast-science.com
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Justin 🅰️
Justin 🅰️@jusbar23·
$ASTS: AST just updated their website with a new MNO map . This is probably the most detailed when/where map they have published yet.
Justin 🅰️ tweet mediaJustin 🅰️ tweet mediaJustin 🅰️ tweet mediaJustin 🅰️ tweet media
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Alex Veremeyenko
Alex Veremeyenko@alex_verem·
The biggest scam humanity has collectively accepted as normal, according to Claude
Alex Veremeyenko tweet media
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Rosanna Prestia, MBA
Rosanna Prestia, MBA@RosannaInvests·
I mapped the entire future economy. Nine layers, from bedrock to orbit → and every layer is investable. 🛰️ SPACE → the orbital economy: $ASTS $RKLB $PL ⚡ ENERGY & STORAGE → powering the buildout: $TE $EOSE $SPKL 🚁 AUTONOMY & DRONES → machines that operate themselves: $ONDS $AUR $MRLN $KRKNF 🤖 PHYSICAL AI → intelligence that acts: $OUST $AMBA $OSS 💡 PHOTONICS → light replaces copper: $CRDO $SIVEF $AAOI $LITE 🏗️ AI INFRASTRUCTURE → the compute buildout: $IREN $NBIS $DGXX $WYFI 🔬 GLASS & OPTICAL MATERIALS → the substrate light runs on: $GLW $LPTH $LPKF 📡 CONNECTIVITY & RF → moving the signal: $AMPG ⛏️ CRITICAL MINERALS → the hard constraints under everything: $MP $UAMY $ASPI Here's what the map teaches that a watchlist can't: these aren't nine separate trades. They're one machine → the minerals feed the glass, the glass carries the light, the light feeds the compute, the compute powers the intelligence, the intelligence drives the machines, and the machines reach for orbit. Every layer is a chokepoint for the one above it. Which is the entire investing philosophy in one image: don't chase the logo at the top of the stack → own the layers everything above is FORCED to buy from. Logos compete. Layers collect. Important note: a map is a thesis, not a timing tool → layers de-rate together when the factor gets sold (see: this month), and not every name survives to see its layer win. Diversification across a stack is still one machine. The future economy isn't a sector. It's a supply chain → and it's hiring.
Rosanna Prestia, MBA tweet media
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ms.xph
ms.xph@ms_xph·
@ColeMacro Getting concerned about the rate of share issuance. Trimming my position accordingly
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Matt Cole
Matt Cole@ColeMacro·
Strive acquired an additional 18 $BTC for ~$1.2M at an average cost of ~$64,028 per bitcoin. $ASST $SATA
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THE SP🅰️CTATOR
THE SP🅰️CTATOR@The_SPACTATOR·
$ASTS: FCC Chairman Carr on Direct to Device technology on Bloomberg Tech. He mentions AST SpaceMobile twice in this segment. “But also, Amazon is looking to do it, AST SpaceMobile is looking to do it. So, we want every single competitor in this sector to do well.”
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$ASTS: Bernstein cuts the price targets of AT&T, Verizon, T-Mobile, Comcast, and Charter on Starlink competition concerns. Funny thing is they have no idea AST SpaceMobile is the strategic counter for all of these players. Bernstein is not alone, most of the street has no clue what AST SpaceMobile is or what it's doing. AT&T, Verizon Targets Cut at Bernstein on SpaceX Competition By Ryan Vlastelica (Bloomberg) -- Bernstein is trimming its price targets on a number of telecom companies, citing increasing competitive risk from SpaceX’s Starlink service. “While near-term fundamentals remain intact, the prospect of a well-funded and rapidly scaling new entrant is increasingly weighing on investor sentiment,” writes analyst Laurent Yoon. While Starlink shouldn’t have a substantial near-term impact, it “represents another competitor in an already mature and highly penetrated broadband market, implying subscriber gains for one provider increasingly come at the expense of another, making market share shifts more consequential” “Uncertainty surrounding Starlink is unlikely to be resolved anytime soon” Among the price target cuts: AT&T PT to $25 from $30, outperform rating Verizon PT to $44 from $49, market-perform rating T-Mobile PT to $220 from $245, market-perform rating Comcast PT to $28 from $32, market-perform rating Charter PT to $170 from $210, market-perform rating
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M🅰️tt
M🅰️tt@Omnislash4k2·
No change. I still think we're pulling back into discount before the next leg up. Flagging on low volume in the golden retracement zone. Positive RSI divergence. IF price is going to turn, should do it soon. Short term target of $117. $ASTS
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Js🅰️lz
Js🅰️lz@Jsalz91·
@thekookreport Love to hear that you’re burnt out and sentiment is in the shitter. Sounds like a bottom has formed and we can finally rally. Thank you for your sacrifice
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TheKOOKReport
TheKOOKReport@thekookreport·
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨 Execution in motion. That, and more, on this week's Weekly…
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Geiger Capital
Geiger Capital@Geiger_Capital·
Never deleting this app.
Geiger Capital tweet media
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