SpacBobby

*PHILADELPHIA SEMICONDUCTOR INDEX SINKS 12%, MOST SINCE 2020 *S&P 500 SINKS 4.4% IN BIGGEST ONE-DAY DROP SINCE APRIL 2025 *NASDAQ 100 SINKS 6.4%, WIPING OUT $2.3 TRILLION IN MARKET VALUE

*HEDGE FUND ENGINEERS GATE CUTS MAJORITY OF 'SYNTHESIS' EQUITIES TEAM -BLOOMBERG Here's the second fund that blew up today

Walleye Capital Letter:

🤣🤣🤣

YTD Fund Performance Through Oct 23, 2026 Looks like Walleye was down around ~6% in October so not that bad. The bigger drawdown must have been over the last week

*HEDGE FUND WALLEYE TO RETURN PART OF ITS CAPITAL: CLIENT LETTER - BLOOMBERG In other words....they blew up!

US STOCK MARKET HEADED FOR ITS WORST DAY SINCE APRIL 2025! NASDAQ DOWN 5%...🩸

Man, some funds are definitely being liquidated today... Wonder who? Citidel probably swooping in again lol

$ASTS - AST SpaceMobile Awarded U.S. Space Force Contract Through STR to Advance Space-Based Sensing Capabilities MIDLAND, Texas--(BUSINESS WIRE)--AST SpaceMobile, Inc. ("AST SpaceMobile") (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, today announced it will support STR, the prime contractor, under a U.S. Space Force (USSF) contract. This effort supports an additional phase of technology development to advance sensing capabilities using AST SpaceMobile’s commercially developed space-based technologies. The work is being performed under a government program intended to evaluate and leverage commercial innovation for national security applications. AST SpaceMobile has worked with STR on related efforts drawing on prior on-orbit experience. This work builds on that technical foundation and reflects the potential of commercially developed dual-use technology, to support evolving government needs. “The technology and platform capabilities of our BlueBird spacecraft combine proprietary design, the largest phased array ever deployed in low Earth orbit, and a multi-frequency architecture that can support millions of users and dozens of use cases across airborne, maritime, and ground domains,” said Chris Ivory, Chief Executive Officer of AST SpaceMobile Defense. “Our experience deploying phased arrays in low Earth orbit, combined with deep engineering expertise and technology supported by more than 3,900 patent and patent-pending claims, demonstrates the potential of our platform to support commercial applications and the technology-development activities being evaluated under this contract.” AST SpaceMobile’s next-generation BlueBird platform combines advanced connectivity and onboard processing with a scalable architecture. Designed to support an expanding range of commercial and government applications, including communications and other potential mission needs, the platform can evolve as new capabilities and requirements emerge. The BlueBird spacecraft are assembled, integrated, and tested at AST SpaceMobile’s facilities in Midland Texas, reflecting the company’s commitment to U.S.-based innovation and manufacturing. AST SpaceMobile operates over 500,000 square feet of manufacturing and operations facilities worldwide and employs a workforce of more than 2,250 people. businesswire.com/news/home/2…

Should we just go all in $MCD and call it a day? I think about this a lot.... I must be the bottom signal! 🤣

$ASTS - This new STA extension to July 10, 2027 is an operational prerequisite that enables testing once satellites reach orbit or during pre-launch integration. In short, means we have more launches booked with SpaceX for 2027...😎

If your portfolio is down bad this year, this dude is down 98% from highs earlier this year $950k -> $28M -> $650k Insane roundtrip!

Me trying to value any company right now

Space/AI investors over the last month

$ASTS - The Democratic sweep of the House and Senate is bullish for AST SpaceMobile. IYKYK! 😎

$SPCX / $QCOM - SpaceX Selects Qualcomm to Accelerate Starlink Mobile’s Nationwide 5G Network Highlights: - Qualcomm Technologies is supplying its Dragonwing Cellular Infrastructure platforms to support Starlink Mobile’s terrestrial base stations, enabling high-capacity U.S. nationwide coverage. - Featuring Massive MIMO, power-efficient processing, and commercial-grade Layer 1 software, Dragonwing QRU100 and QDU100 platforms support Starlink’s nationwide network deployment. - SpaceX plans for U.S. nationwide deployment rollout to begin in 2027, with tens of thousands of sites deployed over the multi-year agreement.

Market Futures this morning versus last night. Now Green… Crazy reversal!

Here is the main reason market futures are dumping tonight Republican Abbott was favoured to win reelection in Texas 1/4 of U.S. data-center capacity projected to come online by 2030 is in Texas. If the state's next governor is Democrat Gina Hinojosa, who supports a moratorium, some 13.3 gigawatts of announced projects would be at risk, Jefferies projects - WSJ / Jefferies