Kevin Chen

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Kevin Chen

Kevin Chen

@Defiantclient2

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

Entrou em Haziran 2025
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Kevin Chen
Kevin Chen@Defiantclient2·
$ASTS: The @AST_SpaceMobile subreddit FAQ is now freshly updated with new information. + Key DD links and resources + Valuation calculators + Launch providers + What's stopping Elon from refusing to launch AST's BlueBird satellites? + How many satellites are needed for coverage? + AST keeps missing their guidance for satellite launches. What is going on here? How do we trust them moving forward? + What are AST's plans with Block 1, Block 2 and Block 3 satellites and how does that relate to spectrum usage? + Do AST satellites support 4G, LTE, 5G, 6G, 7G, etc.? + When will ASTS get regulatory clearance from the FCC for US market access? + What is each BlueBird satellite made of? + What is the difference between BB6/BB7 and BB8+? + What is the status of the next BlueBird satellites? + When is the next earnings call? + What are the chances of satellite failure? + WTF!! The Chief Technology Officer Huiwen Yao sold all his shares?! (Hint: he didn't) + Is there a Discord for live chatting about ASTS? + How do I buy AST merch? + Wen moon? + Wen lunch? + Wen BB shipment? reddit.com/r/ASTSpaceMobi…
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Tory Bruno
Tory Bruno@torybruno·
That’s a beautiful engine…
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Peter LINDM🅰️RK
Peter LINDM🅰️RK@peterlindmark·
$ASTS | Satellite Connect Europe It is encouraging to see SCE building out its own employee infrastructure. This is a signal of confidence in securing EU wide frequencies allocation. And making regulatory affairs one of the very first hires shows they get that it is top priority right now.
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Another Smith Here
Another Smith Here@1MoreSmithHere·
Congratulations for What? So, here is my speculation on this relationship between $ASTS and the Bezos Companies. The companies have appeared to be in near lock-step since spring/summer 2025. In launch planning/availability sure, but more under the radar is the similarity in timing of certain FCC filings and their general support of similar positions related to regulatory positions and responses on certain topics with FCC, Ofcom, EU Commission, etc... almost as if they are, "coordinated"? So here are the major topics I think could have been coordinated and planned around last summer: 1. Prioritized/dedicated NG launches 2. Coordination of V band (AST has second highest Priority in US after 1,485 SpaceX satellites (that could theoretically even lose their priority)) 2a. AST supporting certain V band waivers/exceptions inclusive of BO TerraWave and Amazon Leo offering service links to customers via V band (not its primary use) with regulatory bodies such as FCC, Ofcom, etc. 2b. Essentially supporting the same terms, suggestions, policies etc regarding V band with regulators 3. And this is going to be huge if it happens: AST either manufacturing or licensing microns (and potentially other components) for BO TerraWave and new Data Center constellation 3a. Most already know about the AST micron cooling patent. This could very easily be an element AST is involved with. Especially since AST is going to have an entire manufacturing facility dedicated to manufacturing microns according to management. 3b. TerraWave's advanced V band phased array. TW is going to use a V band phased array for its RF service links. It is possible that AST works with BO to develop this technology for incorporating it to BOs satellites. (Maybe as part of microns?) Could potentially see similar technology in their Data Center satellites. At the end of the day, their alignment has been very strong. Will it evolve into more? Maybe it will, maybe it won't... maybe its already has?
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$ASTS: 🚨 AST SPACEMOBILE HIRES CHIEF OF ARTIFICIAL INTELLIGENCE AND AUTONOMY "Skate to where the puck is going, not where it has been" linkedin.com/in/arvelchappe…
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Nanalyze
Nanalyze@nanalyzetweets·
@retail_mourinho Gonna stick my neck out on this one and call it as I see it. There's a 50% chance it might test $86 again in the relatively near future.
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Retail Mourinho
Retail Mourinho@retail_mourinho·
$ASTS with a nice reversal from $86 to $91
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Sky
Sky@TheSkayeth·
$ASTS is still looking like it is on track to $160+ next. I don't make the rules.
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Aaron Burnett
Aaron Burnett@aaronburnett·
i wonder if Amazon protests this one 🤔
FCC Filing Alerts@fccfilingalerts

🚨🚨 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…

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Megaconstellations 🌍📡🛰️🛰️🛰️🛰️🛰️🛰️
Update on @blueorigin's TeraWave: eight weeks post announcement still no sign of an @ITU filing for this 5,408 satellite strong megaconstellation: itu.int/ITU-R/space/as…
Megaconstellations 🌍📡🛰️🛰️🛰️🛰️🛰️🛰️@Megaconstellati

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?

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Wakanda_1207
Wakanda_1207@wakanda_1207·
Anp🅰️nman@spacanpanman

$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

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Banyan Lane Capital LLC
Banyan Lane Capital LLC@BanyanLaneCap·
$BEW.V $BEWFF BeWhere - Quiet compounder at an inflection. 8 reasons why now.
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Kevin Chen
Kevin Chen@Defiantclient2·
@Shrimp_a_Whales They hinted it in that video as well as in the latest earnings call. One way they will improve their battery is with a next generation cathode.
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Shrimp Among Whales
Shrimp Among Whales@Shrimp_a_Whales·
@Defiantclient2 ..would also be good w/ some more colour from Dr Siva on; 'This year we are committed to revealing the next step on our technology roadmap.'
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Kevin Chen
Kevin Chen@Defiantclient2·
$QS: 🚨Murata starts US-China rare earths decoupling "In addition to our safer solid-state design, our technology offers a unique advantage. Conventional lithium-ion batteries use graphite that is almost exclusively Chinese, and for defense customers, that’s a major pain point. Our technology is graphite-free." - @QuantumScapeCo CEO Dr. Siva Sivaram US Government investment/contracts coming for $QS? 👀 ft.com/content/42252f…
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Kevin Chen
Kevin Chen@Defiantclient2·
(i) commercialization of solid state batteries is exactly what they need to rapidly boost sales for electric vehicle vehicles (ii) yeah I hear you, they aren’t like ASTS insiders. However, it is worth noting that the company was founded in 2010, so I’m not that surprised that there is insider selling to take some profits because after all it is called stock based compensation for a reason. Cofounder and Chief Technology Officer @ironmantimholme still holds most of his position and always excites me with how he talks about $QS in interviews and panels
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Shrimp Among Whales
Shrimp Among Whales@Shrimp_a_Whales·
@Defiantclient2 I'm long and thus biased, but I really think so too -- my only two worries (i) VW and Honda specifically and car manufacturers generally seem to be struggling, perhaps part of the reason for broadening segment focus rn, and (ii) steady stream of insider selling across mgmt/BoD
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Space Investor
Space Investor@SpaceInvestor_D·
Kardashev II loading… SpaceX filed for 1M orbital data center satellites Starcloud (NVIDIA-backed) filed for 88K sats Blue Origin just filed for 51K sats. These aren’t sci-fi sketches, they’re FCC filings. First nodes of a solar-harnessing swarm are deploying soon.
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Space Investor@SpaceInvestor_D

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

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Kevin Chen
Kevin Chen@Defiantclient2·
$QS: In case you missed it. October 8, 2025: Murata and QuantumScape enter into joint development agreement for manufacturing of ceramic separators Norio Nakajima, President of Murata Manufacturing Co., Ltd., stated: “We are pleased that our collaborative discussions with QuantumScape have advanced to a new stage with the signing of a joint development agreement. Moving forward, Murata will leverage its strengths in ceramics technology to contribute to the high volume production of QuantumScape’s solid state batteries.” Dr. Siva Sivaram, CEO of @QuantumScapeCo, stated: “We are pleased to continue our collaboration with Murata, a world-class ceramics manufacturer, as we work together to advance the high-volume production of our ceramic separators. Partnership with Murata is an important part of building a robust global ecosystem of suppliers to support the commercialization of QuantumScape’s solid-state battery technology.” corporate.murata.com/newsroom/news/…
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