@AOC ICE just shot and killed a U.S. citizen bystander who stepped in when agents assaulted a woman during an arrest, defund and dismantle this out-of-control agency now.
Americans are being killed in the street by their government. Our Constitution is being shredded and our rights are dissolving. Resist.
Senate Dems should block ICE funding this week. Activate the National Guard.
We can and must stop this.
Before everyone starts handing out trillion dollar valuations to the latest D2D satellite saviors, maybe we should all take a quick walk through the graveyard of companies that promised the exact same thing for the last 30 years.
Iridium burned $5B and went bankrupt in under a year.
Globalstar went bankrupt.
OneWeb went bankrupt.
LightSquared went bankrupt.
TerreStar collapsed.
SkyTerra collapsed.
LeoSat never even made it to the launch pad.
Teledesic had Bill Gates and still died before liftoff.
Loon, Aquila, ICO, Winstar… all gone. Now don't get me wrong I am a fan of D2M I just think the subscription models people are hoping for won't get traction and then what ? Remember D2D said better is direct to consumers, these companies will find that is not as easy to get people to pay for a service they may need 2% of there life.
@OmniAeronautica Yes, which is exactly why it’s valued at $40B….and why I said “The market is a current valuation based on what they THINK it'll be able to generate”
I won’t pretend that I know more on $ASTS than I do either
Personally don’t think it doubles from here any time soon
$ASTS - AST Spacemobile
$42B market cap and only generated $14.7M in revenue last quarter. One of the largest fundamental discrepancies in the market right now.
Reason? Market has extremely high expectations for space tech and $ASTS ability to effectively monetize partnerships quickly as they get their tech launched into orbit.
Let's also be clear that if SpaceX wasn't about to go public at $1T+ this company's valuation would probably be 1/5 of what it is right now. But that’s not the world we’re in. We’re in a world where space-based broadband is seen as an inevitability, and dual-use commercial-defense satellite networks are now a strategic imperative for governments not just venture bets.
What's caught most people off guard (myself included) is how well $ASTS executed over the last 6–9 months:
- Over 130% stock move since June 2025
- $1B+ in contracted revenue
- Targeting 45–60 satellites in orbit by end of 2026
- Selected as a prime contractor on the U.S. Missile Defense Agency’s SHIELD program
The SHIELD announcement is key. While not yet a material revenue driver, it validates ASTS’s unique on-orbit capabilities, and signals the firm is seen as part of the broader “Golden Dome” missile defense architecture the US is developing.
Importantly, the government is seeking vendor diversity and dual-use functionality and ASTS fits that profile without the vendor lock concerns of SpaceX.
The market is a current valuation based on what they THINK it'll be able to generate into 2028 and beyond....Reportedly ASTS has $3.2B in cash but that's not very clear
What is clear to me is that they will need flawless execution across a handful of key markets or else this can very easily be re-rated and valuation cut in half quickly.
From a technical perspective b/w mid-2021 and late 2023, $ASTS was trapped in a falling wedge and saw a massive breakout that was defined by the duration of the compression of the wedge. Then it formed a bullish pennant to consolidate and breakout to the new highs we're seeing now....
The risks are you got an unprofitable $40B+ company w/very high expectations and some clear bearish divergences none of which have yet invalidated the uptrend, but are signs (at least to me) to be careful. I'd be watching a break of that trendline support like a hawk
I just spoke with the White House after another horrific shooting by federal agents this morning. Minnesota has had it. This is sickening.
The President must end this operation. Pull the thousands of violent, untrained officers out of Minnesota. Now.
Dabo Swinney says too many athletes aren't graduating and they are spending their short-term money.
"We're gonna have a bunch of screwed-up 30-year-olds ... that have no degrees, have spent their money, that can't play football anymore, and aren't connected to anything."
Cam Newton: “Notre Dame [football] hasn’t been relevant for years”
Bro… They were in the National Championship game last year 🤦🏼♂️
It’s insane how ESPN pays Cam Newton millions of dollars to spew these nonsensical sports takes…
Dabo Swinney calls out Pete Golding & Ole Miss for blatant tampering to get transfer LB Luke Ferrelli
"Coach Golding texted him a picture of a $1 million contract.
"Coach Golding had Trinidad Chambliss call him.
"Ole Miss raised it's offer to 2-year, $2 million."
I worked hard to buy a used Ferrari and I was proud of it.
Then my neighbor showed me two Porsches.
That was the lesson.
Success isn’t about comparison.
It’s about knowing what your effort earned you and what it’ll take to go further.
The president of the United States is extremely mentally ill and it’s putting all of our lives at risk. The 25th Amendment exists for a reason—we need to invoke it immediately.
- OT rules changed just for him
- Built-in excuse every time he loses to KC (4x)
- 4 turnovers today, overthrew game-winning TD
- 7th year in playoffs, STILL can’t reach a Super Bowl
Josh Allen is the most overrated, overpraised “elite” QB of this era
@JayCoburn816 What Mike Greenberg is really saying is he has never seen a WHITE ATHLETICALLY GIFTED quarterback better in the last 50 years than Josh Allen.
That's what they don't say.
Allen is the only white QB who is comparable to the elite-performing athletic Black QBs