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Short Gr🅰️vity
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Short Gr🅰️vity
@shortgravitycap
Space sector intelligence
Katılım Nisan 2017
58 Takip Edilen1.2K Takipçiler
Short Gr🅰️vity retweetledi
As I sat in a board meeting all morning, I thought to myself, "What exactly would need to happen for $ASTS to go to $900 BY NEXT YEAR." After all, while I love the community, I'm here to generate returns for my family. Here is the answer when pushing the most expensive AI models to think through that question...
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Short Gr🅰️vity retweetledi
Spectrum is by far the hottest commodity flying below the radar in the ai arms race
C🅰️tSE@CatSE___ApeX___
@MorganLBrennan @AwesomeBeast321 @AbelAvellan @AST_SpaceMobile Hi there. I simply love this passage in the clip. 🎯 Listening to an interview where the journalist is subject matter expert is 🔥and you can see how the CEO enjoys the high level of this conversation. It makes all the difference. You’re so good. Thank You!🙏
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@thesickpodcasts yo @grok who's destined to reach the finals, Habs or Canes?
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Short Gr🅰️vity retweetledi
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Full contest rules & conditions:
flighthub.com/thesickpodcast
Contest open to Quebec residents 18+ only. Winner must be available to travel on game dates. This contest is not affiliated with, sponsored by, or endorsed by the Montreal Canadiens, the Carolina Hurricanes, or the NHL.
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Short Gr🅰️vity retweetledi
$ASTS: AT&T CEO & Chair John Stankey speaks about AST SpaceMobile and the new Verizon/T-Mobile Joint Venture @ JP Morgan
Today @ 8:50AM ET
x.com/i/spaces/1yxBe…
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Short Gr🅰️vity retweetledi
A BlueBird convoy is officially underway.
Two BlueBirds are already making their way to Cape Canaveral, with the third close behind.
Next stop: the launch pad. 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀
Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones.🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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@retail_mourinho That's without commercial revenue, BUT it's with the same satellites. Dual-use constellation enables government to access the best tech for a lot less money upfront.
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Hennessy Funds expects $ASTS will generate $2.4 to $4.4 billion in annual revenue from worldwide military and first responder opportunities in the intermediate term.
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$ASTS
Understand Chebyshev Taper and you will understand the moat.
C🅰️tSE@CatSE___ApeX___
$ASTS Tech deep dive. If you’re new and wasn’t reading the filings in 2020 like the first dozen SpaceMob OGs there is something you need to know. Making beams straight down a fraction of the array is used. 1/
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Short Gr🅰️vity retweetledi
$ASTS: 🚨NG4 GS1 + GS2 BOOSTERS ARE MATED
This means FAA clearance is very imminent™️
The NG4 payload is almost certainly believed to be @Amazonleo.
The next launch with @AST_SpaceMobile will be ~4 BlueBird satellites, but it is not known when exactly that launch will be, whether it's NG5, NG6, NG7, or beyond. Watch this space!
LET'S GO @blueorigin! 🚀🚀🚀🚀
Blue Origin@blueorigin
"No, It's Necessary" has met its match.
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Short Gr🅰️vity retweetledi
Great to see these industry leaders excited about and pushing forward on space-based connectivity. This will expand coverage to so many, globally. Excited to support this effort.
Bloomberg@business
AT&T, T-Mobile and Verizon announced a rare joint venture Thursday that aims to make satellite capabilities more widely available to mobile phone customers. bloomberg.com/news/articles/…
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Short Gr🅰️vity retweetledi
A small group of industry analysts including myself were pre-briefed on this very unconventional joint venture between @ATT, @TMobile and @Verizon.
Eliminating dead zones is a noble endeavor to bridge the digital divide and to support first responders. I also like the potential to accelerate the deployment and scale of non-terrestrial networks utilizing low earth orbit satellite connectivity.
However, I also view this alliance as a defensive move to mitigate the impact of any NTN service provider that might wish to more directly compete with mobile network operators.
It's yet another interesting development in the race to space connectivity 🚀🛰️ ⬇️
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Short Gr🅰️vity retweetledi
$ASTS is not one to PR much but they had a PR drafted up to align with $T $VZ and $TMUS announcement this morning of a proposed JV for D2D.
Read between the lines.
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RT @AST_SpaceMobile: AST SpaceMobile Commends Proposed Direct-to-Device Joint Venture by U.S. Mobile Network Operators
https://t.co/KQDNjO5…
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Short Gr🅰️vity retweetledi
On 8) - Meta not being mentioned is actually consistent with how these deals work. You don't announce a partnership on an earnings call while it's still being negotiated. But look at the ground integration list they DID announce: India, Kenya, Nigeria, Senegal, Cote d'Ivoire, Philippines, Brazil.
Those aren't random countries. That's literally a map of WhatsApp's largest growth markets. 2.9 billion people targeted. The infrastructure is being built exactly where Meta needs it.
No announcement yet. But the groundwork is being laid in Meta's backyard. More time to cook is right.
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@thekookreport @cluelessconsult @Brookside578298 @AbelAvellan @scottwisniews Cheers. Not sure which club you got but Canadiens are bringing it home this year
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@cluelessconsult @Brookside578298 @AbelAvellan @scottwisniews Weak. I’m just having a steak, watching hockey, and planning my acquisition of a high quality scale ULA rocket for my collection
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$ASTS earnings call was a disappointing C. @AbelAvellan @scottwisniews, we cannot control every event in life, but we have total control over our attitude and response, which determines our ultimate outcome and resilience. Today was a miss.
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Short Gr🅰️vity retweetledi
$ASTS BUSINESS UPDATE CALL THREAD.
TL/DR Bullish call with a few nice positive surprises, among them ULA as launch partner, and no real noteworthy bad news.
🐾
C🅰️tSE@CatSE___ApeX___
Press release businesswire.com/news/home/2026… $ASTS 3 new gov contracts. Guides to 45 sats on orbit at eoy. Developing AI edge computing and AI orchestration of spectrum to be implemented on Bluebirds.👀
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Short Gr🅰️vity retweetledi
Government is using $ASTS for radar today.
So I guess we weren't so crazy to observe that Bluebirds happened to be in global hot spots whenever there was about to be an operation.
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