
Kevin Chen
7.7K posts

Kevin Chen
@Defiantclient2
$ASTS, $QS | economics, theology, philosophy, and the UAP phenomenon | Lost access to @Defiantclient







Why is $RKLB going up so fast? It's not rocket science. Same with $ASTS and $LUNR. Hype. What goes up based on cheerleaders' pumping will come back down. Always does.


🚨🚨 Blue Origin - FCC Docket SAT-LOA-20260310-00118 Blue Origin has filed an application with the Federal Communications Commission seeking authority to launch and operate a large satellite constellation known as Project Sunrise. This system is designed to host orbital data centers to support the increasing demand for artificial intelligence and cloud computing. By placing compute infrastructure in space, Blue Origin aims to provide a sustainable alternative to terrestrial data centers that face physical scaling limits. The proposed constellation includes up to 51,600 satellites operating in sun-synchronous orbits at altitudes ranging from 500 to 1,800 kilometers. To manage data traffic, the system will primarily use optical links and mesh backhaul networks, supplemented by Ka-band spectrum for telemetry, tracking, and command operations. The spacecraft will utilize multiple antenna variations to maintain efficient coverage across various orbital planes. In its filing, Blue Origin requests several regulatory waivers, including exemptions from standard processing round procedures and certain milestone or bond requirements. The company asserts that the project will enhance global compute accessibility and ensure efficient spectrum use. Approval would allow Blue Origin to expand its space infrastructure capabilities to include high-capacity orbital data processing. 🔗 fccalerts.com/api/pdf/658601…



My take on @blueorigin TeraWave: The concept looks technically and commercially borderline. Q/V-band phased arrays don't scale cheaply (tolerances, calibration, yield, OTA test time). Q/V rain fade on a flat panel will be brutal, E-band gateways add another weather-correlated choke point, and optical space-to-ground is cloud-limited, point-to-point and you can only put so many LCTs on a sat. All of this runs at the technical edge, demands massive R&D and ops complexity - yet is meant to be amortized over ~100k enterprise users. That math is as aggressive as the physics. Net: big promises, ugly availability and unit-economics. Is TeraWave about connectivity or about undercutting @SpaceX's IPO story and steering @AmazonLeo toward Blue Origin?


$ASTS: 🚨BELL CANADA AND IOT ASSET TRACKING FIRM BEWHERE SUCCESSFULLY TEST DEVICES ON AST SPACEMOBILE DIRECT-TO-DEVICE SATELLITE NETWORK October 28, 2025 8:00 AM EDT Toronto, Ontario--(Newsfile Corp. - October 28, 2025) - BeWhere Holdings Inc. (TSXV: BEW) (OTCQB: BEWFF), a leader in low-power 5G IoT asset tracking, today announced a significant achievement: the successful connection of a BeWhere IoT tracking device in Canada on AST SpaceMobile's (NASDAQ: ASTS) revolutionary direct-to-device satellite network. The test, conducted in New Brunswick Canada, marks a pivotal moment for global connectivity. A standard, off-the-shelf BeWhere LTE IoT tracking device successfully connected to and transmitted location and sensor data directly through an AST SpaceMobile BlueBird satellite, the largest commercial phase-array ever deployed in low Earth orbit. The signal was then seamlessly routed through Bell's terrestrial network, demonstrating the capability to provide ubiquitous, two-way connectivity for assets anywhere on the planet. This breakthrough eliminates the need for specialized, expensive satellite terminals, allowing standard, low-power IoT devices to connect directly to a satellite network. This capability is poised to unlock unprecedented value for industries operating in remote environments, including logistics, supply chain, agriculture, and natural resource management. "This is a game-changer for asset tracking and monitoring," said Owen Moore, CEO of BeWhere Holdings. "For years, a challenge has been the 'connectivity gap'—those vast areas where terrestrial networks don't reach. Our existing and future customers will have true global visibility of their assets without any additional hardware. This successful test with our partners AST SpaceMobile and Bell demonstrates our vision for a seamlessly connected world." AST SpaceMobile is building the first and only space-based cellular broadband network designed to operate directly with standard, unmodified mobile devices. "Connecting a commercial IoT device is yet another step toward realizing our mission — eliminating connectivity gaps across the globe," said Chris Ivory, Chief Commercial Officer of AST SpaceMobile. "This demonstration, in partnership with technology leaders like BeWhere and Bell, proves the versatility and power of our network capabilities — delivering broadband satellite connectivity for critical mobile voice, video and IoT data, enabling seamless, two-way connectivity for people and assets anywhere. The test validates the technical collaboration between the three companies. Bell, a strategic partner of AST SpaceMobile and BeWhere, is committed to extending its network coverage from coast to coast to coast. "Delivering the best networks is a strategic priority for Bell," said Costa Pantazopoulos, VP Product, Bell. "This successful IoT connection is a critical step in enabling a new era of industrial innovation. Space-based cellular broadband opens possibilities for businesses operating in the most geographically challenging regions of the country — including remote environmental monitoring, fleet/transportation tracking, and public safety. Doing so with off-the-shelf IoT devices is a truly transformative technology for Canada." About BeWhere BeWhere (TSXV: BEW) (OTCQB: BEWFF) specializes in low-power 5G IoT wide-area tracking technology, creating remote monitoring solutions that address cost, power, and environmental challenges. In just 6 years, the company has experienced rapid growth, collaborating with Fortune 500 companies, top resellers and installers to deploy hundreds of thousands of trackers across numerous sectors, including transportation, construction, logistics, utilities, health, and government. BeWhere's tracking solutions are designed to be both cost-effective and simple to implement, significantly expanding the scope of assets that can be connected. These connected devices generate data that powers intelligent AI management platforms. By increasing the number of connected devices, BeWhere enhances the capabilities and growth potential of AI solutions. Media Contact: Margaux Berry, Chief Strategy Officer IR@bewhere.com For more information, visit BeWhere.com or follow BeWhere on LinkedIn, Facebook, and YouTube FULL PR: newsfilecorp.com/release/272090


🚨🅰️THE $ASTS DD UPDATE🅰️🚨 With the start of the Bluebird launch campaign, it's time to release the updated $ASTS DD! Know What You Own™️ & Think Like A Founder™️ kookreport.com/post/ast-space…











Blue Origin just filed for a 51,600-satellites Orbital Data Center constellation called "Project Sunrise" h/t: @trypto_tran @FranciscoSpace5












