Bow Hunter

$ASTS I hope I'm being too pessimistic but realistically I expect: - one shipment of a batch of 3 in June - another shipment of a batch of 3 in July, with the first launch on SpaceX in July - and then after that a batch launch every month to two months - ~20 to 25 in orbit by year-end (and beta testing) - full commercial launch around June 2027 So… patience.

$ASTS @scottwisniews Let’s do this!!

@macdee_patriot Yes! Eyes up, look ahead! Focus.

After deep reflection, I'm deleting the recent thread on past ANC matters. I exposed corruption as an MP because it was the right thing to do. But today I choose to focus on the future. I'm concentrating on becoming a proud American , embracing American values: freedom, merit, rule of law, self-reliance, and opportunity for all. No more looking back. The full evidence on those old issues remains safe. It will be released at the right time. New chapter. New country. New focus. God bless America. 🇺🇸 #AmericanDream #FreshStart

@CedarStResearch Genuine believer. Used them for a home equity loan recently and the streamlined process was unlike anything I’ve ever seen

@spacanpanman Why are you deducting the convertible arb hedges? Don't these guys also need to cover as the price goes up?

$ASTS: Real-time short interest has hit an all-time high of 64.1M shares. I put together some numbers to get to an actual % of float that is short, which is ~20% I started with total shares outstanding of 388M and removed strategic investors including Rakuten, Alphabet, AT&T, Verizon, Vodafone, American Tower and finally Abel Avellan's holdings, which gets you to 256M shares as your denominator. Then I took 64M shares short and removed about 11M shares related to convertible arb hedging, which gives you 53M shares short. 53M / 256M = 20% of the float is short.

@YYDSxjm Did Blue Origin blow up a satellite with a government quantum computer on it? Man, that would hurt.

$ASTS I’m pretty sure we’re involved in a top-secret project with Blue Origin, which is what that Cisneros tweet was about. I think we’re partnered with Bezos to help test his latest super villain weapon: the High Altitude Molecular Deconstructor. It’s an ingenious device that actually takes an enemies’ most important equipment and launches the shit right to the edge of the atmosphere (not quite to space, mind you). Then gravity pulls it back into the atmosphere and get this… the heat from reentry actually BURNS THE OBJECT UP, rendering it totally useless. It’s pretty cool tech.

$ASTS: If your argument as a bear goes something like, "ASTS is not launching satellites fast enough, and that is bad because without those satellites, which are the most advanced in the world, they won't have access to this very new and very fresh market." You haven't convinced me to sell. You've convinced me to wait. -Patcakes reddit.com/r/ASTSpaceMobi…

Connect the dots. In Q4 2025 $BETR said a "top three fintech" partner adopted their end-to-end mortgage origination software Tinman for HELOCs and home equity, and was in pilot. Mortgage to follow. Now Q1 2026 $SoFi (a top three fintech) said they launched their first fully digital HELOC experience six days before earnings. Anthony Noto on today's call, on home loans explained the new launch: "comes down to speed, ease of use, which can be a great benefit from AI, which is what we're using to drive that faster experience." That's the Tinman pitch verbatim. 47-second underwriting and pre-approval vs. 21-day industry average. Neither side has publicly confirmed. But the fingerprints - top-3 fintech, HELOC-first, AI framing, last week's product launch - all match what a Tinman partnership looks like. If I'm right, $BETR just quietly stacked a 14.7M-member distribution channel next to Credit Karma. Full thesis on why I have nearly $2M invested in $BETR and why I model a 20–30x over just 5 years 👇

This is bigger than most people have understood it to be. The long term idea is that your “home is your bank and your bank is your home” is coming true. @betrmortgage is creating a frictionless interface to access your home equity in a programmable way that works across all commerce interfaces, while capturing transaction costs and rebating that to the consumer, for us and all our Tinman platform partners. $BETR

$ASTS I keep saying it: There will be one lowband constellation at scale and there will be multiple midband D2D providers including Starlink and Amazon with their own connectivity bundles. Midband will be the commodity and agressive pricing layer. AST will largely at scale have a lowband monopoly globally and that’s unique. MNO’s will never give SpaceX and Amazon low band and anyone else cannot pull it off. If you read about the multi tenant D2D model, 6G and the future of Physical AI you conclude that lowband is the most important D2D layer, because it is a bridge between the phone and higher capacity midband. Wall Street analysis is still superficial in not recognizing this. They talk about increased competition, while in reality nobody will be competing in lowband in a multi tenant setup.

@macdee_ANC Welcome brother. I am fron South Africa and now a US citizen. I love it here! Americans are incredibly hard working and none of that “entitlement” nonsense we see in South Africa.

Today I touched down in Florida as a refugee — on South Africa’s Freedom Day of all days. A day meant to celebrate liberation became the day I finally stepped into my own. Leaving the country of my birth was not easy. It was painful, heartbreaking, and symbolic. I walked away from a place I loved deeply, but where daily life had become a struggle for safety, dignity, and opportunity. As the plane lifted off, I felt the weight of years of frustration, fear, and disappointment. I left behind a system that had stopped serving its people, a government that had forgotten the meaning of freedom, and a reality where hope was becoming harder to hold onto. And then I arrived here — in the United States — and for the first time in a long time, I felt possibility again. I felt welcome. I felt safe. I felt human. The kindness I’ve received, the respect, the sense of order and opportunity… it’s overwhelming in the best way. I am deeply grateful to the American people for opening their doors and giving me the chance to rebuild my life with dignity. Today, on a day that South Africa calls Freedom Day, I found my freedom in America. A new chapter begins — and I will honor it with hard work, gratitude, and hope. @RynoJvVuuren @POTUS

@betrmortgage @stripe Well done! Again!!

The Better Home Equity Card powered by @stripe lets homeowners tap their home equity instead of reaching for a high-interest credit card. “Homeowners are sitting on $21.4 trillion in equity and reaching for a credit card to pay for a kitchen renovation or backyard upgrade because the tools to access their equity haven’t evolved,” said @vishal_better, CEO and Founder of Better. “Banks have known for years that homeowners were overpaying for credit cards when they had equity sitting right there. We've built the Better Home Equity Card to repair it.” Read more in @NatMortgageNews: nationalmortgagenews.com/news/better-pa…

$ASTS Time to get aggressive! 🦾🔥🅰️

The number of "investors" bitching about AST not telling them enough... 10 days after the company put on an amazing launch event at the Cape... Seriously, do you guys need your hands held and egos stroked daily? Let Abel work! $ASTS

CS Lewis understood

@Emotion78687 @grok what is her top selling album?

How everyone at the concert sat down and shut up and listened to her. She was hypnotic.

The UAE’s decision to exit OPEC and OPEC+ is a high-stakes pivot into a New Energy World Order.  Here's my breakdown of the UAE’s move, the game theory at play, and why they might know something about Iran's real circumstances that nobody else knows. 1. The Strategic Solo Run (Game Theory 101) Imagine you’re in a group chat with a bunch of neighbors. For fifty years, the rule has been: “We all agree to grow only three tomatoes each, so tomatoes stay expensive and we all stay rich.” This is OPEC. It’s less of a "club" and more of a synchronized hoarding agreement. And the UAE has just left that chat. • The Logic: The UAE has spent billions boosting its production capacity to 5 million barrels per day. Under OPEC+ rules, they were essentially being told to leave that expensive machinery gathering dust.  • The Independent Path: By leaving, the UAE is no longer bound by group quotas. They are betting that they can maximize their own volume while Saudi Arabia and the others feel forced to keep their own production low just to prevent a total price collapse. It’s an independent actor strategy. They're prioritizing national revenue over collective price-fixing.  The Game Theory part is that the UAE is betting on other OPEC and OPEC+ countries staying (If EVERY country leaves, the resulting oil glut would crash oil prices and could be catastrophic for the energy industry worldwide) 2. The Iranian Energy Vacuum But why leave now, in the middle of a war? Because Iran’s energy industry is in a state of terminal distress.  • The Burn Reports: Multiple sources indicate Iran is literally burning its own crude at the wellhead because they can’t export it (the Strait of Hormuz is closed) and they can't stop the drills without permanently damaging the reservoirs. • The Opportunity: The UAE likely sees this as the end of Iran as a major market competitor for years to come. They are moving to fill that supply gap permanently. While Iran’s industry is going up in smoke, the UAE is positioning itself as the only stable, high capacity alternative in the region.  3. The Saudi and Trump Factors This is a massive diplomatic read-between-the-lines moment. • The Saudi Rift: Relations with Riyadh have turned frosty since the coalition breakdown in Yemen. The UAE is tired of Saudi Arabia calling the shots on oil prices while also competing for the same foreign investment.  • The US Alliance: Trump has consistently called for more supply to lower gas prices. By exiting OPEC, the UAE is aligning itself directly with Washington’s energy abundance agenda. In exchange for lower prices, the UAE likely expects heightened US security guarantees, which are crucial given the current war and how Iran has attacked them relentlessly. 4. The Fujairah Bypass Advantage While most Gulf oil is trapped behind the contested Strait of Hormuz, the UAE has a geographic cheat code.   • The Habshan–Fujairah pipeline allows them to pump oil directly to the Indian Ocean, skipping the war zone entirely.  • By leaving OPEC, they are selling "Safe Oil" that doesn't have to navigate a naval battleground.  The Bottom Line: The UAE is gambling that the era of cooperative hoarding is over. They are betting that in a world of war and energy transitions, the winner isn't the one who waits for the group, but the one who moves the fastest to monetize their resources. And they're all in in the highest-stakes game theory bet of recent times.

@TheByronMartin Show me your model. Ping me and I will share mine. They're going to have practically zero revenue for Q1. Think how the market is going to react to that

No one is paying attention to $BKKT ! After watching the Investor Day presentation again over the weekend (for the 4th time), I just increased my position (again!).