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🅰️ HL
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🅰️ HL ری ٹویٹ کیا

No bother. Here’s what my ChatGPT says:
Options dealers are usually not making a directional bet. They sell options to customers, then hedge the risk by buying or selling common shares.
Each ASTS option contract controls 100 shares. So roughly 8,000 open $80 call contracts represents exposure to about 800,000 shares.
The key word is gamma.
Delta tells you how much the option behaves like stock. Gamma tells you how fast that delta changes as the stock moves.
So near expiration, when ASTS is trading close to a major strike like $80, tiny moves in the stock can force big hedge adjustments.
Example:
If customers bought a lot of $80 calls, then dealers may be short those calls. To hedge, dealers buy ASTS shares. If ASTS rises above $80, the calls become more likely to finish in the money, so dealers may need to buy more shares. That buying can push the stock higher.
But if ASTS falls below $80, those calls rapidly lose delta. Dealers no longer need as many shares as a hedge, so they may sell shares. That selling can push the stock lower.
That is why big strikes near expiration can act like magnets or battle lines.
The “game” is this: if ASTS closes below $80, a large block of calls can expire worthless. If it closes above $80, a lot of call exposure survives into expiration and may require share delivery or hedging. So people watch those levels closely.
Important caveat: open interest alone does not prove dealer positioning. We do not automatically know whether dealers are net short or net long gamma. But when a large strike sits right at the stock price near expiration, hedging flows can become very real.
So when Kook says dealers have “a lot of gamma to deal with,” he means the $80 strike is loaded, expiration is close, and small price moves around that level can force large mechanical buying or selling in the underlying stock.
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Oops, looks like dealers all of a sudden have a lot of gamma to deal with 🤷🏻
$ASTS
TheKOOKReport@thekookreport
There's a reason dealers want this to close below $80. They have a lot of gamma there. 8k contracts = 800,000 shares. $ASTS
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@ASTS_SpaceMob Do we know how many weeks it will take to expand the wings and take the sats operational?
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MISSION SUCCESS $ASTS
“This first stacked launch is just the beginning,” Avellan added. “BlueBirds 11, 12, and 13 will ship shortly for our next launch, while next-generation BlueBird satellites through BlueBird 37 are already in active production and assembly Our focus is firmly on execution: scaling launch cadence, manufacturing, and preparing for commercial service.”
AST SpaceMobile@AST_SpaceMobile
AST SpaceMobile Announces Successful Orbital Launch of BlueBirds 8, 9, and 10 businesswire.com/news/home/2026…
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@spacanpanman @SpaceX How long does it take to take the sats operational?
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$ASTS: 🫡Special thanks to @SpaceX for a flawless mission delivering AST SpaceMobile BlueBird8-10 successfully to orbit
This is SpaceX's third AST SpaceMobile mission
🚀BlueWalker-3
🚀BlueBird1-5
🚀BlueBird8-10
SpaceX@SpaceX
Falcon 9 launches from pad 40 in Florida
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🅰️ HL ری ٹویٹ کیا

@redrum_2001 My fear is the Japanese culture of not trusting a business like ASTS, YET. The track record of space x is there
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$ASTS - AST SpaceMobile could be awarded $1 billion this month 👀
"one operator is expected to be selected around the end of June"
The J-LEO Project is a massive Japanese government initiative aimed at building an autonomous, domestic satellite network to allow smartphone-to-satellite connectivity.
Backed by a substantial $1 billion budget through the Ministry of Internal Affairs and Communications (MIC), the program focuses on:
* Providing direct-to-smartphone communication (DTC).Ensuring that vital satellite ground infrastructure is physically located in Japan for national security and autonomy.
* Guaranteeing free emergency services (SMS, data, and voice) during national disasters.
Currently, two major consortiums are competing for the project:
Rakuten Mobile partnering with AST SpaceMobile
KDDI partnering with SpaceX.
Exciting times.

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@TenbaggerAktien Die Wegzugsteuer fällt trotzdem an befürchte ich laut Claude…
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🅰️ HL ری ٹویٹ کیا

Some LC-36 updates. Now that we’ve had access to the pad and integration facility we can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower is also good. The big support tower is damaged, but it can be repaired in place rather than torn down and replaced. The booster “Never Tell Me The Odds” and the three GS-2s that were onsite in the integration facility also look good.
I’ve seen some speculation that we might move directly to the 9x4 configuration, but we won’t do that. Rate manufacturing of 7x2 is going well, and we’re going to continue that at pace as planned and store the stages for use. In addition, we had already been working for some time on eliminating our transporter-erector in favor of an alternative vertical conop, and we’ll now go directly to that; so we don’t need a new transporter-erector.
We will fly again before the end of this year. Gradatim Ferociter.
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@Lars_Invest Mein Vater wurde abgelehnt, weiß nicht warum. Ggf. Weil Rentner?!
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So, gleich versuche ich meinen Vater zu überzeugen, sein Geld bei der Chase Bank $JPM zu parken.
Mit jedem anderen Vorschlag bin ich bisher gescheitert, aber hier gibt es wirklich keinen Nachteil und kein Risiko.
Sind immerhin 2.667 € bei 100.000 € Einlage im ersten Jahr. Wir schmunzeln über die Rendite, aber für Generation Sparbuch gar nicht schlecht.
Hat jemand bereits Erfahrungen mit der Kontoeröffnung gemacht? Irgendwas worauf ich achten sollte?

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@thekookreport Could we also use $RKLB, or do they not have the right rocket type? I know it wasn’t mentioned during the EC
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🅰️ HL ری ٹویٹ کیا

$ASTS
BlueBird Spotter is now optimized for iPadOS.
Track Bluebirds on a bigger screen and get the full experience on iPad.
Available now on the App Store.
apps.apple.com/ua/app/bluebir…

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The German carrier cancelled about 120 daily flights and said it would drop unprofitable routes from Munich and Frankfurt until the end of the summer season. ft.trib.al/MMYTzqp

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@RKLBMan @blueorigin @davill @JeffBezos 100% agree, maybe we need to keep working with India and SpaceX
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Still waiting to hear from @blueorigin @davill @JeffBezos about the mission failure.
Don't love the lack of transparency so far. Especially after $ASTS called it.
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$ASTS Very disappointed in @blueorigin to not further comment on their failed delivery of the @AST_SpaceMobile payload.
On a positive note, @Amazonleo is stuck with BO, ASTS can try to work with other launch providers ;-) good luck
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