"猿も木から落ちる"
Dubai
Joined February 2026
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InterstellarBets retweeted
AST SpaceMobile Advances Service Readiness Ahead of Initial Space-Based Cellular Broadband Coverage in Key Global Markets
businesswire.com/news/home/2…
InterstellarBets retweeted
BlueBirds 14, 15, and 16 have arrived in Cape Canaveral! Back in Texas, satellite builds are underway through BlueBird 50.
Ready to deliver cellular broadband to everyday smartphones and support critical government applications. Next stop: orbit 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
Built in Texas. A new layer of connectivity.
#ConnectingtheUnconnected#BlueBirds 🇺🇸🌎📶📱
InterstellarBets retweeted
Starlink is going to have some serious trouble getting subscribers in the EU…
Some of Europe’s biggest mobile operators agreed to create a consortium that will bid on satellite spectrum and offer direct-to-mobile service as they try to stave off competition from Elon Musk’s Starlink service bloomberg.com/news/articles/…
InterstellarBets retweeted
$ASTS just announced that Europe’s four largest mobile carriers including Deutsche Telekom, Orange, Telefónica and Vodafone are exploring a joint satellite spectrum bid to support direct to phone connectivity across more than 500M subscribers.
What makes this really interesting is AST already has European ground infrastructure in place while dedicated satellite spectrum could allow its BlueBird network to deliver more capacity without relying entirely on the carriers existing cellular frequencies.
And I think this reinforces why the carriers want AST to succeed because they can expand coverage while keeping control of their customers and data rather than becoming dependent on $SPCX Starlink.
I've been adding to my $ASTS position during this drawdown because rising yields don't change how early we are in building a much larger space economy where satellites become another layer of global telecom infrastructure.
AST already has carrier partnerships giving it access to ~3B potential subscribers and those carriers have every reason to support an alternative to Starlink rather than depend entirely on $SPCX for direct-to-phone connectivity.
The biggest challenge now is scaling to ~45 satellites and turning those partnerships into paying users but with the stock already in a ~70% drawdown I do think a lot of that production and launch risk is being reflected in valuation.
InterstellarBets retweeted
Wise advice to $asts bulls
Amigos, he vendido $ASTS,
Ha sido principalmente por una razón, la desconfianza que me he generado el management estos últimos meses.
EL hecho de ocultar información del BB11, diluir las acciones cuando se prometió que eso no pasaría, no llegar a los 45 satélites y no decir nada, mentir acerca de la importancia de Blue Origin.
Además, de haberme equivocado valorando la empresa, la tecnología es buena, pero he llegado a la conclusión de que va a ser un seguro de cobertura y una empresa de defensa más que otra cosa.
Es algo que llevaba pensando un tiempo, pero el hecho de ser la primera acción la cual me multiplicó x2 me hizo "enamorarme" de la compañía.
De esta empresa aprendo a no enamorarme de ninguna ccompañía.
Recojo un 55% de ganancias y buscaré una nueva oportunidad.
$RKLB I'm bearish but the company is good and if everyone expecting 37 it will not happen.
InterstellarBets retweeted
In order to "stop this madness" you will need a level of brutality that is at least 1000 times the execution of Nidal Hasan that you told the media you wouldn't watch
Words are cheap and when your resolve was tested, you capitulated to "people" who fantasize about killing you
InterstellarBets retweeted
And it gets even crazier. 🤯
1,400 stocks are down 70%+ from their 52-week highs.
Let that sink in.
If you’re down 70%, you need roughly a 233% gain just to get back to breakeven.
You’re not gonna believe this.
5,000 stocks are down 20%+ from their 52-week highs.
And it gets crazier…
Nearly 4,000 are down 40%+.
Think about what that actually means.
While the major indices have held together, underneath the surface thousands of stocks have already been living through their own bear markets.
The index looking fine while individual stocks are getting absolutely destroyed underneath it.
Some seriously messed up shit when you actually look under the hood.
InterstellarBets retweeted
$RKLB
🚨 Cantor Fitzgerald reiterates its Overweight rating on Rocket Lab and maintains its $122 price target.
"While the Neutron delay is disappointing, our thesis remains unchanged, and we don't view it as material over the long term."
