Ca🅰️fES

98 posts

Ca🅰️fES

Ca🅰️fES

@cagurudfralda

Katılım Şubat 2024
979 Takip Edilen19 Takipçiler
C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
$ASTS : $SPCX The SpaceX hedge of short AST is the risk-management equivalent of placing your new car on an active railroad track while waiting for the license. ’Because every vehicle in the transportation sector is subject to the same sector risk.’ But. All constellations are not created equal. 👉Know what you own and know who and what you bet against👈 Volatility-shy SpaceX hedgers are about to enter the find-out phase.
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Anp🅰️nman@spacanpanman

Friend told me they spoke to a HF who is short $ASTS as a hedge to $SPCX and this well known PM had no clue there are military applications for BlueBirds 😂

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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
$ASTS has a general purpose technology that is world leading. It solves and connects many of the AI, Space, Digital, Drones, Missile defense, Connected Warfighters, etc concerns which are on top of mind and urgent for the US administration. And that of allies! Meanwhile it is also a foundational building block of commercial 6G networks.
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Ozzy@ozzy_livin

Pete Hegseth requests 🌊 Liquidity Injection Timeline 🗓️ ✦︎ July 21 (today)→Hearing ✦︎ August → Bill passage ✦︎ September → Funds flowing Market Impact 📈 Visible boost for #Defense + #AI + #Tech + #Space investments expected in late Sep – early Oct 2026

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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
Frontrun Abels tweet with 5h and look who gets the most Retweets. .. I’m not bitter .. Should have added the RADAR notion, 42 satellites. 🤭 69 tweaks to stack a composite 🤭 and Show some more fur🐈‍⬛ I guess. Better luck next time. Mr Avellan beats me at this tweet game.
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C🅰️tSE@CatSE___ApeX___

🚨 $ASTS FULL DEPLOYMENT OF ALL THREE BLUEBIRD BLOCK 2🚨 SpaceForce radar registered SMA drop - a leading indicator - has now exhibited the same pattern for all three satellites. 🐈‍⬛ CATSE: “I EXPECT TO SEE THE OFFICIAL ANNOUNCEMENT SOON!”

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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
An intermediate New Glenn version using NewGlenn heavy body and NewGlenn super-heavy wider fairing would be my prefered way of putting 8 Bluebird satellites in orbit while waiting for full super-heavy. In this intermediate version I’d put two parallel stacks of 4. $ASTS The original art is not mine. I added the intermediate version to illustrate my point. The reason to stack side-by-side is to avoid the weight of so many satellites on the bottom one during launch. Just a thought. Others will know better if it’s doable. Ping: @AbelAvellan @scottwisniews @JeffBezos
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Feral C🅰️pital@feral_capital

@CatSE___ApeX___ Hey Cat, when do you think we will see a block of 8 launched on one rocket? That would be next level…

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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
If you are not already fluent in spacemobish. Here is a glossary. $ASTS
random_hero@th3_m0l3

I've only been in $ASTS for about a year, so I built the glossary I wish I'd had on day one. 121 terms from the @thekookreport‘s 322-page deck and community chatter, put into plain English. BlueBird, direct-to-device, SCS, beamforming, L-band, MNO... all in one spot As @thekookreport‘s report is a gold mine for all the technical terms, I used this for a primary source. Hope this is ok for you - links to the report site are set. Also some tweets from @CatSE___ApeX___ are used. If you want to have something added, just leave a comment. I‘ll bookmark this post and let my little helper scrape the comments regularly. @endless_frank @spacanpanman @ASTS_SpaceMob @ASTS_Investors Link in comments!⬇️⬇️⬇️

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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
Petition to rename Midland Spaceport: MIDLAND SPICEPORT Connectivity is the real melange of our time. One hit of this Spice and your mind is AI-enhanced, your awareness is god-tier, and you’re never out of signal again. $ASTS
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Tanner Kirk Ottaway@tottaway22

$ASTS the Midland City Council unanimously approved the MDC incentives to @AST_SpaceMobile and the 23acre lease just now. Project is a go from the Government standpoint. Now we wait to see what AST has planned & when construction begins. A huge benefit to the city of Midland & the Airport about to get a world class Aerospace Manufacturing facility

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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
🚨 $ASTS FULL DEPLOYMENT OF ALL THREE BLUEBIRD BLOCK 2🚨 SpaceForce radar registered SMA drop - a leading indicator - has now exhibited the same pattern for all three satellites. 🐈‍⬛ CATSE: “I EXPECT TO SEE THE OFFICIAL ANNOUNCEMENT SOON!”
C🅰️tSE@CatSE___ApeX___

SMA (the mean altitude) seems to be an early indicator. Expecting confirmation next or within a few TLEs of the drag spike that the last satellite has fully deployed. Pending what time it’ spends coasting in box and bar configurations before going into full deployment. $ASTS

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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
SMA (the mean altitude) seems to be an early indicator. Expecting confirmation next or within a few TLEs of the drag spike that the last satellite has fully deployed. Pending what time it’ spends coasting in box and bar configurations before going into full deployment. $ASTS
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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
BlueBird 8 the final Bluebird in tge triplet is most likely deployed. The SMA drop shows it. (Pending the company confirmation and the drag spike.) $ASTS 🧶🐈‍⬛ 1/
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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
ASTS first two tiers Block2 and Block3 span one of these each. Block2 spans up to 902-928 MHz Block3 spans up to 2400-2483.5 MHz 902–928 MHz is drone control and telemetry in the US among other things. 2400-2483.5 MHz is drone video feed among other things. Both are ofc needed to operate a drone.
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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
FCC to consider opening up part15 devices to d2d docs.fcc.gov/public/attachm… The exact proposal will be available here tomorrow: fcc.gov/August2026 The list of devices is long and includes drones. The bands include 902–928 MHz range currently tested by $ASTS
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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
”The frontrunner for the European satellite spectrum reserved for EU direct to mobile satellite service providers is Luxembourg-headquartered Satellite Connect Europe, a joint venture between Vodafone and US satellite firm AST SpaceMobile” $ASTS
Anp🅰️nman@spacanpanman

$ASTS: 🚨🇪🇺 THE FRONTRUNNER FOR THE EUROPEAN SATELLITE SPECTRUM RESERVED FOR EU DIRECT TO MOBILE SATELLITES SERVICE PROVIDERS IS SATELLITE CONNECT EUROPE - BLOOMBERG ➡️ Satellite Connect Europe is joint venture between Vodafone and US satellite firm AST SpaceMobile with partnerships with other European operators Relevant excerpt from the 7/15/26 Bloomberg article: In May, the European Commission proposed reserving a third of the 2 GHz frequency band suitable for direct-to-device satellite communication services for government use, which can only be served by IRIS² (the EU-backed satellite network in low-Earth orbit still under development). Another third would be for commercial services offered by EU-based entrants and the rest available to all bidders, domestic and foreign. Brussels says the framework will foster competition in direct-to-device satellite communications while protecting critical infrastructure and avoiding overdependence on foreign providers. “It does make sense for the commission to be moving in this direction. The situation has moved significantly since the last time they were dealing with the issue, ten years ago,” says Rodolfo Zontini, manager at Brussels-based consultancy logos public affairs. “The EU now has a program dedicated to secure connectivity, which they didn’t have a decade ago.” But SpaceX feels singled out. Speaking at a Brussels conference in June, company executives accused the bloc’s regulators of dividing the available spectrum into “virtually unusable sub-divided parts,” arguing the proposal is inconsistent with international spectrum rules and unfairly targets Starlink, SpaceX’s internet-from-space business. SpaceX also warned that reserving spectrum for IRIS² could leave Europe without a globally competitive direct-to-device satellite service. The unusually forceful criticism highlights how spectrum has become another front in the US-EU debate over Europe’s technological sovereignty. Starlink already provides satellite broadband across much of the continent, and has partnered with Deutsche Telekom on direct-to-device services because it lacks the spectrum rights to operate independently. Deutsche Telekom also has a SpaceX partnership in the US via its controlling stake in T-Mobile. Europe is planning to shell out billions to build IRIS² through a consortium led by SES, Eutelsat and Hispasat to reduce reliance on non-European providers for critical communications infrastructure. That’s, at this stage, mostly an ambition: The constellation won’t enter service until 2029 and will be initially focused on broadband, rather than direct-to-device connectivity. The frontrunner for the European satellite spectrum reserved for EU direct to mobile satellite service providers is Luxembourg-headquartered Satellite Connect Europe, a joint venture between Vodafone and US satellite firm AST SpaceMobile with partnerships with other European operators. Ironically, the 50/50 ownership structure technically makes it a non-European company. Under the proposal currently discussed in Brussels, it would need to adjust its ownership structure. — Paula Doeneckeand Gian Volpicelli

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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
Interesting. VERY controlled and gradual drag increase. Maybe they have more phases to unfolding now than just 2. Doing it gradually?
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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
$ASTS production and economy of scale. 👉Wrights law👈 In 1936, Wright wrote the paper “Factors Affecting the Costs of Airplanes”. His formula is like Moores law but it does not relate to time and chips specifically but to cost reduction of larger production. 1/
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Ca🅰️fES
Ca🅰️fES@cagurudfralda·
🚀I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ Click below to join my group 👇 Here’s the link: api.whatsapp.com/send/?phone=19…🚀 ➡️Reply "join" to WhatsApp : 19453829750 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY
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Ca🅰️fES
Ca🅰️fES@cagurudfralda·
My internal plan is as follows ⬇️
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