@OmniAeronautica @Munger_burger They have 10 because of BB10. There is nothing more to it.
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Sander
378 posts
This is why we think rocket emoji numbers are significant. They’re a tell. But tell what? In this case, we think the tell is number of F9s (contracted).
These are just theories of course; clues. But the BBs don’t line up on this for me. The BB shipped was BB9, not BB10. He had just referenced F9 as a campaign, immediately followed by 10 rockets. He knows the number of F9s contracted like the back of his hand. Plus we lost BB7.
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$ASTS
Questions for #SpaceMob:
1. Meaning of “Falcon 9 launch campaign”?
2. How many rocket emojis do you see?
AST SpaceMobile@AST_SpaceMobile
Convoy complete. BlueBird 9 has officially arrived at Cape Canaveral, ahead of the next Falcon 9 launch campaign. 🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected
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With the $LMND 🍋 community being shut down on X, I want to give a shout out to some great accounts that helped contribute to it. In no particular order, and I'm sure I'm FORGETTING many good ones, so I apologize in advance. If I missed you please comment below! #LMNDcommunity #Lemonapes
@ArranGray9 @Neil_X10 @ShadyJosh5 @nerdalert @DomienVdE @bjmtweets @Leinad7331 @bj23air @Stickstrom @tune_ventures @heyshalin @takshed @daardos @javierluraschi @ValerijDaniloff @alejandrobatiz @Kelvman77 @Gfilche @farzyness @NinoBach @Jay_nomoney @jciccale @AnneAngeloBooks @energy_tech_inv @EmmetPeppers @bradsferguson @alexgee352 @GucciRads @HenryInvests @DamirDzolic @MadsLRosendal @nateobrienn @AuditTheHerd @CyberCatX @jakebrowatzke @FonsDK @outlierrcapital @zacharygilula @SpecDrink1732 @Erifra2 @OsamaJa62282496 @sobieski902 @SteveWagsInvest @SalsaInvest @psterky @sanderdaehlie @Eyal__Weiss @PrestonJVictory
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$MU - MICRON CEO SEES MEMORY CHIP SHORTAGE LASTING BEYOND 2026
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It’s a start. $ASTS
framus_morrigan@FramusM
$ASTS 4h candles chart updated. Okay, that was fast, iHS pattern completed.
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$ASTS Nobody going to talk about the fact that they used 10 rocket emojis??? When was the last time they used 10?
AST SpaceMobile@AST_SpaceMobile
Announcement: Mid-June launch of three Bluebird satellites aboard a Falcon 9 rocket.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 32 next-generation satellites at advanced stages of assembly to be ready for launch. Network deployment with a launch every one to two months on average. Space-based cellular broadband. Built in Texas. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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@spacanpanman @CarolynGorman11 So no launches while FA investigation is ingoing?
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$ASTS: FAA investigation could take 1-2 months and another month or so to make fixes. Some speculation that Blue Origin could still do 5-6x New Glenn flights this year.
Due to lack of government certification, more of these launches will be available for commercial cargo vs. previous government payloads.
Originally Blue Origin was targeting 8-12x New Glenn flights in 2026. Blue Origin currently has 7x 2nd stage boosters completed and is cranking out more.
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@spacanpanman @CarolynGorman11 What other missions are coming up for NG? Guessing we will not risk more sats before we see at least one successful LEO mission?
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@sanderdaehlie yes 100% sure and they're multi-year exclusivities once commercial service starts
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$ASTS: Some additional thoughts on Amazon/Globalstar deal
+ AST SpaceMobile has multi-year mutual exclusivity with AT&T, Verizon, Vodafone and others out of the 50 MNOs its working with today
+ Amazon is positioning this deal as providing more choice which will help with regulatory review process, however it's unclear what, if any, MNOs would work with Amazon (see exclusivity above)
+ Globalstar offers about 1/3 the spectrum that AST and Starlink have in the US. Spectrum = capacity and ability to deliver broadband
+ Claiming 2028 rollout of D2D satellites is a exceptionally ambitious timeline = probably part of the strategy to achieve regulatory approval
+ There's strategic value for Amazon focusing on internal use cases vs. providing a service outside of its ecosystem
+ Amazon/Globalstar bring more attention and interest to the sector and *validates* what AST has been doing all along
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$ASTS: New SpaceX Numbers Show Reliance on Starlink - The Information
A new set of numbers for Elon Musk’s SpaceX makes it clear that the success of its potential initial public offering will depend on investors embracing the growth of the company’s Starlink satellite internet business.
The other two businesses inside SpaceX—rocket launches and AI—are burning cash and not generating the kind of growth that makes investors willing to pay the staggering valuation Musk is seeking, according to previously unreported financial figures viewed by The Information.
theinformation.com/articles/new-s…
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@TradexWhisperer Why is should Sandisk be priced at 12x PE and Micron only 6x?🤔 higher concentration risk, yet higher PE
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@TradexWhisperer NAND 21% of MUs revenues and growing faster than DRAM
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$MU Surprise Mfs.
Bears built their thesis on Chinese DRAM spot price noise and ignored an entire business segment.
NAND contract prices are going crazy. AI Inference demand is insatiable. Micron is printing on both sides of the balance sheet.
Did you price that in?
Trade Whisperer@TradexWhisperer
$MU The bears tried. No PINK. No TRIM candles. The BLUE candle didn't care. $500 Incoming Get 290+ charts daily. Try it free: patreon.com/posts/master-m…
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Dansk
We might have a deal.
Reports by Bloomberg indicate the $AMZN buyout of Globalstar could be finalized by tomorrow morning.
Building a satellite network from scratch was taking Amazon way too long. Buying $GSAT is a speed play to close the gap with SpaceX. Let's see the final price tag if this will be finalized.
$GSAT rip over 20% AH.
Karol Kozicki@k2__investment
$AMZN is in talks to acquire $GSAT. Amazon is making a heavy push to scale Project Kuiper and directly challenge Starlink. Buying Globalstar gives them an immediate, massive foothold in Low Earth Orbit (LEO) connectivity. $GSAT shares jumped over 15% on the news, pushing the market cap near $9B. The main complexity dragging out these negotiations? Apple. Breakdown: Asset: Globalstar has the active satellite infrastructure Amazon desperately wants to get its broadband network off the ground faster. $AAPL Hurdle: Apple owns a 20% stake in $GSAT and heavily relies on its satellites for the iPhone's Emergency SOS feature. Sticking Point: Apple already poured $1.1 billion into Globalstar for infrastructure prepayments. Amazon has to negotiate directly with Apple to get this deal across the finish line. Two tech titans are hashing out the future of space telecom. Let's see who gives in first.
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@k2__investment Better off deploying that spectrum on @AST_SpaceMobile
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