Husband, Father, Attorney, Adjunct Professor of Legal Malpractice Law and Ethics at UGA School of Law. Dawg Fan.
Athens, GA
Joined November 2018
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David Lefkowitz retweeted
Elon straps some high-pressure compressed air thrusters under a Roaster, seals it to a ramp, then drops it and calls it a "flying car"
No spatial navigation system, no human operator, no actual flight. No regulatory clearance for this to even be legal.
Reminds me of the hype over his AI robots that were found to actually be human operated.
Or the CyberTruck that would be able to "serve as a boat" to cross rivers.
OG's also remember the underground highways, and of course, the moon colonization shtick.
The guys more of a magician than an engineer, people still fall for it, and for that I can't even hate.
It's just crazy how many people become believers based on pure theatrics.
David Lefkowitz retweeted
Georgia is the only FBS team to win every game by 20+ points this season. #GoDawgs
David Lefkowitz retweeted
The change comes as T-Mobile, AT&T, and Verizon formalize their joint venture on satellite services, which has been seen as a counter to SpaceX's cellular ambitions. pcmag.com/news/t-mobile-quie…
David Lefkowitz retweeted
Censorship is alive and well in the American tech oligarchy. 🇺🇸
hollywoodreporter.com/busine…
This is a great story. It's a long read...perfect for a Sunday morning. I gifted it for those without a subscription.
nytimes.com/2026/09/06/scien…
Wow, this is a REALLY bad take on Kirby.
My new book “Freezing Cold Takes: College Football” has a BOATLOAD of ill-fated commentary from when coaches were hired.
Including many examples from when Georgia hired Kirby Smart in late 2005.
Foreword by @finebaum. ORDER NOW. See reply below for details.
$PL announces earnings today after the close. The stock is down 7.5%. Hmmmm...
Planet Labs signs 7-figure contract with European customer $PL thefly.com/PL
David Lefkowitz retweeted
Berenberg Initiates $ASTS at Buy, PT $92 (65% upside)
Analyst comments: "AST SpaceMobile is the only company to have demonstrated true cellular broadband from space to unmodified smartphones.
It approaches commercial operations in 2027 with pieces its competitors lack, including 60+ mobile network operator (MNO) partnerships covering c3bn subscribers, premium lowband access plus owned L-band and S-band spectrum, and a growing government/defence franchise.
The key to the story is that ASTS complements rather than competes with carriers like AT&T, Verizon, Vodafone and Rakuten.
We see asymmetric risk-reward, with rapid revenue growth at extraordinary margins once continuous service launches in 2027 and multiple catalysts along the way. We initiate with a Buy rating and $92 price target."
Analyst: Michael Filatov
THIS is how you summarize a regulatory filing. $ASTS
$ASTS
Not that much in here, 2 corporations, 2 organizations and 6 individual comments
1) Rakuten Mobile, Inc.
2) SoftBank Corp.
3) National Astronomical Observatory of Japan (NAOJ)
4)Japan Amateur Radio League (JARL)
And 6 people
Minor expansion below
1/n
David Lefkowitz retweeted
BREAKING NEWS:
Former USC running back OJ Simpson is transferring from the fiery gates of Hell to USC! Simpson was granted an extra year of eligibility by the NCAA.
“I’m coming back to kill the competition!” - OJ Simpson
David Lefkowitz retweeted
Lane Kiffin may have done the impossible. The entire CFB world will be cheering for Dabo Swinney next weekend
David Lefkowitz retweeted
The 2021 Georgia Bulldogs might be the GREATEST college roster we ever witness:
QB: Stetson Bennett (Rams QB)
QB: Carson Beck (Cardinals QB)
RB: James Cook (Bills RB)
RB: Zamir White (Saints RB)
RB: Kendall Milton (Bengals RB)
RB: Cash Jones (Falcons RB)
WR: Ladd McConkey (Chargers WR)
WR: George Pickens (Cowboys WR)
WR: AD Mitchell (Jets WR)
WR: Arian Smith (Jets WR)
TE: Brock Bowers (Raiders TE)
TE: Darnell Washington (Steelers TE)
OL: Dylan Fairchild (Bengals OL)
OL: Broderick Jones (Steelers OL)
OL: Warren McClendon (Rams OL)
OL: Amarius Mims (Bengals OL)
OL: Tate Ratledge (Lions OL)
OL: Jamaree Salyer (Dolphins OL)
OL: Xavier Truss (Saints OL)
OL: Sedrick Van Pran-Granger (Bills OL)
OL: Jared Wilson (Patriots OL)
DT: Jordan Davis (Eagles DT)
DT: Jalen Carter (Eagles DT)
DT: Zion Logue (Bills DT)
DT: Warren Brinson (Packers DT)
DT: Devonte Wyatt (Packers DT)
DT: Nazir Stackhouse (Packers DT)
DE: Tyrion Ingram-Dawkins (Vikings DE)
DE: Travon Walker (Jaguars DE)
LB: Robert Beal (Dolphins LB)
LB: Chaz Chambliss (Vikings LB)
LB: Nakobe Dean (Raiders LB)
LB: Jamon Dumas-Johnson (Ravens LB)
LB: Smael Mondon Jr. (Eagles LB)
LB: Nolan Smith (Eagles LB)
LB: Channing Tindall (Falcons LB)
LB: Quay Walker (Raiders LB)
DB: Javon Bullard (Packers DB)
DB: Dan Jackson (Lions DB)
DB: Derion Kendrick (Cowboys DB)
DB: Kamari Lassiter (Texans DB)
DB: Kelee Ringo (Eagles DB)
DB: Tykee Smith (Buccaneers DB)
DB: Ameer Speed (Cowboys DB)
This roster had more depth than some NFL TEAMS have today.
There might never be a college roster that’s this PROLIFIC ever again 😳
The same month U.S. Sen. Tim Sheehy’s proposal to end Forest Service inspections of wildfire fighting aircraft leaked from his office, an inspector found a crack in a wing of one of his former company’s aircraft.
propublica.org/article/tim-s…
David Lefkowitz retweeted
Poor $TSLA perma-bulls, 5 years of no returns
David Lefkowitz retweeted
The space sector did the most counterintuitive thing possible. It got its biggest catalyst in history, and the whole group got flushed.
That was supposed to be the moment the entire sector re rated.
Instead it sucked the oxygen out of the room. Investors dumped every other space name to fund their SpaceX allocation, the ETFs bled, and the whole basket got treated as one high beta pile of profit taking.
$SPCX at 145, down about 33% from highs.
$RKLB at $81, down almost 46% from highs.
$ASTS at $74, down about 45% from highs.
$PL at $26, down about 49% from highs.
This is just a few of the many stocks with massive drawdowns.
Space got killed.
$PL: Planet Labs today announced the successful launch of Pelican-11, the tech demonstration satellite (TD2) for the second generation (Gen 2) of its high-resolution Pelican™ fleet.
The spacecraft was launched to orbit aboard the Transporter-17 rideshare mission with SpaceX from Vandenberg Space Force Base in California.
Planet has successfully made initial contact with the satellite and has begun the commissioning process.
$ASTS related: MoffettNathanson is not optimistic about the D2D market. From its analysis of $SPCX: "So too are its forecasts for a mobility (D2D wireless) segment that is, to us, likely little more than a niche market."
$SPCX MoffettNathanson Starts at Neutral, 'Moats, Flywheels, and Unknown Unknowns'
Never before has so much attention been lavished on a company in advance of its IPO. And no company, in the weeks following its IPO, has been treated to more withering scrutiny. By now, you will surely have read umpteen articles and reports poking and prodding every aspect of the largest IPO of all time. By and large, the coverage has been split into two camps. One camp has fawned over the sheer audacity of the enterprise and the spectacular size of SpaceX’s addressable market. The other has relentlessly lampooned the utter ridiculousness of so many of the numbers thrown around in the company’s S-1 and analyst commentary. We’re in neither camp. To be sure, there is plenty to poke fun at. SpaceX’s assessment of its total addressable market (TAM), at almost $30 trillion, is absurd. So too are its forecasts for a mobility (D2D wireless) segment that is, to us, likely little more than a niche market. Founder and CEO Elon Musk has called for launching compute into orbit at a rate of 100 GW annually by year-end 2029, an amount that exceeds global in-service data center capacity today and for which sufficient material inputs will not exist in three-and-a-half years. There is simply no credible financial model that can support what is at the time of this writing a roughly $2 trillion valuation. Our own certainly does not. On this basis alone, it would be easy – some might argue prudent – to initiate coverage with a flashing red Sell rating. PT $131