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Keets

@KeetsTweeets

learning & building - $ASTS $ASPI

شامل ہوئے Mart 2025
359 فالونگ118 فالوورز
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Keets
Keets@KeetsTweeets·
$ASTS is the first company I have true conviction in. Of course wish I hadn’t bought higher than it is now, but I know it’ll go back up and way beyond. Feels great to not be stressed about it!
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Daniel Berberi
Daniel Berberi@d_berberi·
@chro_Mia V11 is S tier so the fact it’s not here makes me doubt the rest of the list
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chro/Mia
chro/Mia@chro_Mia·
weapons tier list (ordered), it assumes you're fighting teams who have blue+ shields i dont understand the mass outland psychosis but whatever
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Keets
Keets@KeetsTweeets·
@DefinitionsNew “Subject to contract negotiations” per release
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Socrates 🏛
Socrates 🏛@DefinitionsNew·
$ASTS so this new USG contract is announced yet their 2H 2025 revenue is reiterated, i.e. no change in the $50-$75m expected. Can we infer anything here? Is it: Contract is still being negotiated therefore no change to guidance Or Contract is not expected to start generating revenue until 2026 Or Contract is small and not expected to generate revenue beyond the already stated $50-$75m Curious what Spacemob thinks
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Keets
Keets@KeetsTweeets·
@Omnislash4k2 You do all this from your phone?? Impressive
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M🅰️tt
M🅰️tt@Omnislash4k2·
Good start! see above $ASTS
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M🅰️tt
M🅰️tt@Omnislash4k2·
Zooming in, watching for a turn in the golden pocket. If bulls defend this common retracement zone we rip higher. I smell bear trap! $ASTS
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Keets ری ٹویٹ کیا
AT&T
AT&T@ATT·
1k likes & we drop 🅰️n @AST_SpaceMobile update ft John Stankey 😎
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Keets
Keets@KeetsTweeets·
@realroseceline Politics aside, I lost a lot of respect for you after seeing this tweet. A bummer bc I previously liked your investing content
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Matt Wallace
Matt Wallace@MattWallace888·
Trump tore down this portrait of Michelle Obama that was in the East Wing! Is that what you voted for?
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Keets
Keets@KeetsTweeets·
$ASTS All you have to do is hold. That’s it
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AST SpaceMobile
AST SpaceMobile@AST_SpaceMobile·
BlueBird 6 has completed final assembly and testing and is ready for flight! 🚀🚀🚀🚀🚀🚀 On October 12, it will head to India aboard an Antonov large cargo plane ✈️ We are officially kicking off our next-gen launch campaign: • BlueBird 7 is expected to ship to the Cape Canaveral launch site in October • BlueBirds 8-16 are in various stages of production, with launches planned every 1-2 months on average during 2025 and 2026 • On track to complete 40 phased arrays by early 2026, bringing us to BlueBird 46 • Expecting 45-60 satellites in orbit by year-end 2026 We have partnered with 50+ mobile network operators serving nearly 3 billion subscribers, supported by a flexible spectrum strategy blending our own licensed spectrum with partner spectrum. These BlueBirds will be the largest commercial satellites ever deployed in LEO – each featuring a 2,400 sq ft phased array with true direct-to-cell broadband, capable of up to 10,000 MHz of processing bandwidth and peak speeds of 120 Mbps per cell 🌎📶#5G #ASTSpaceMobile #BlueBird6 #NextGenBlueBird #BroadbandFromSpace #ConnectingtheUnconnected
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DividendMillennial
DividendMillennial@DividendMil·
$O hiked the monthly dividend from $0.2690 ➝ $0.2695 📈 Yes, it’s another raise… but let’s be honest, annual growth of only ~3% is underwhelming. Great for income consistency, not great for long-term compounding. Just look at all the numbers below… We’re not adding here 👀💵
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M🅰️tt
M🅰️tt@Omnislash4k2·
Today sucked, but let's try to stay objective. We have a big volume shelf and trendline support at $36. RSI is the most oversold since we traded $1.98 and we have positive divergence on multiple time frames. We've pulled back into a very common retracement zone between the .5 & .618 fib. Sentiment is completely washed out. All the ingredients are here for a turn, just need some fire. $ASTS
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Kevin🅰️i
Kevin🅰️i@KevinUranium3O8·
I am happy that the CEO is trying to rectify the presentation at the recent RedChip Webinar by issuing a special shareholder letter and giving this interview, but it is still not enough to stop the stock price nose dive...this is not fair after so many recent achievements the company made. This shows a lot of times, HOW you present it is more important than WHAT you have achieved. I hope Paul has learned something from it.
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Keets
Keets@KeetsTweeets·
@mvcinvesting Your brand is more valuable. Respect!
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M. V. Cunha
M. V. Cunha@mvcinvesting·
I’ve mentioned this issue before, but today I was offered more money than I’ve ever made in my life to promote a crypto project. Of course, I’d never accept something like that, but it makes you wonder how many billions are scammed every day through stuff like this. Wild.
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AST SpaceMobile
AST SpaceMobile@AST_SpaceMobile·
🚀BlueBird 6 is ready to ship in August, and we are building microns and phased arrays for our next 40 satellites by early 2026! - Starting our campaign of launches every one to two months on average during 2025 and 2026 - Over 400k sq ft of production facilities available soon - 1,200 workforce with satellite manufacturing in the USA - Microns to be completed for 40 BlueBirds by early 2026 - Capacity to build 6 BlueBirds/month by year-end At 2,400 sq ft, our next-gen BlueBirds will feature the largest commercial communications arrays ever in low Earth orbit—delivering space-based cellular broadband to everyone, everywhere, for good. #ASTSpaceMobile #BlueBird6 #NextGenBlueBird #ConnectingtheUnconnected
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Keets
Keets@KeetsTweeets·
@DividendMil Have you done an analysis on selling CSPs vs CCs? i.e. if you had purchased $UNH shares w/ the cash/margin you reserve for CSPs and sold CCs instead? UNH just as an example
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DividendMillennial
DividendMillennial@DividendMil·
This is the time you’ll see the real options players shine 🎯 The educated will take advantage. The reckless, non-systematic players will get destroyed. Don’t be the latter. 💡
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Keets
Keets@KeetsTweeets·
@KevinUranium3O8 This thesis alone is enough, let alone the medical, quantum, and semi applications and use cases 🤝
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Kevin🅰️i
Kevin🅰️i@KevinUranium3O8·
#Energy #Nuclear #Uranium #SMR #HALEU $ASPI The thesis of $ASPI (on the nuclear energy side) is really not that complicated...Trump administration's first priority is #Energy; the best energy is #Nuclear; the main focus of future nuclear energy development is #SMR; the limiting factor of #SMR is #HALEU fuel; the most reliable and first future supplier of #HALEU in scale is $ASPI. That's why I think Trump will want future $ASPI plants to be built in USA !
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Manny
Manny@TheProphetManny·
@zecharii Dilution is coming
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hmmm
hmmm@zecharii·
Someone explain the $ASPI news like you would to a child please
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Keets
Keets@KeetsTweeets·
@Kody__Rogers Not annoying! Grateful for your updates
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Kody Rogers
Kody Rogers@Kody__Rogers·
@KeetsTweeets I know I'm annoying AF, but I believe the spread of information reduces equity volatility. The more investors I can make "feel comfortable" about a holding, the less likely they'll be to run "during crisis". Symbiosis. Together we're the biggest "institution" in the world. $ASPI
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Kody Rogers
Kody Rogers@Kody__Rogers·
The BBC just spotlighted Quantum Leap Energy moving into the Berkeley nuclear site with Astral Systems. Real projects, real jobs, real momentum. I’m long $ASPI because QLE sits under the ASPI umbrella & UK deal is a serious optionality kicker. NFA $OKLO $SMR $NNE $NVDA $MSFT
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Keets
Keets@KeetsTweeets·
$ASPI is an interesting one. Isotope enrichment company with diff business segments - nuclear, medical, quantum, and semiconductor applications. For just one example, they are the only publicly traded company with a commercial-scale Silicon-28 enrichment operation. S-28 provides for better thermal conductivity for next-gen semis. Founder-led, $850M mc. Would love your thoughts
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M. V. Cunha
M. V. Cunha@mvcinvesting·
Please share any stock ideas you’d like me to research next. Preferably: • Market cap: $100M–$5B • Founder-led with skin in the game • Underfollowed • Consistently growing • No need for capital raises soon • FCF+ or near breakeven • Not cyclical What are you buying? 👇🏻
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David Burstein
David Burstein@DavidABurstein·
A point of interest regarding some recent news with $ASTS: UBS, which at the moment does not have a rating on AST SpaceMobile due to being restricted (double throat clear), is hosting company president Scott Wisniewski for a virtual fireside chat on August 13th. This coincidentally happens to be shortly after the Q2 quarterly update. Based on historical precedent, and speaking generally here, companies are able to use an opportunity such as this to expand upon positive catalysts recently disclosed in an earnings call/quarterly business update (or maybe disclose something not included in the earnings call/quarterly business update). It will be interesting to see what comes of it.
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