Edward ♧ retweeted
I’ve been turning this news in my head. At first glance, AST deciding to build a 20-ton rocket sounds like a massive, capital-burning distraction, especially since we've always prided ourselves on being "launch-agnostic."
But the more I think about it, the more I start to like it.
After the New Glenn anomaly, SpaceX pausing Falcon 9 launches, and ULA and Ariane being booked out for years, it's quite obvious that there is a severe launch capacity scarcity out there. We need to be masters of our own destiny. If you're building a LEO constellation, your biggest existential bottleneck isn't just the phased array tech but also the launch capacity. Waiting on other providers' manifests means absorbing their delays and setbacks.
As mentioned in the press release, they are not starting a rocket from scratch, by using Firefly’s flight-proven Miranda engines, they are skipping several years of core propulsion R&D. And making this a 3-stage rocket exclusively for AST satellites? When you only launch one highly specific, repetitive payload, you don't need to engineer for commercial rideshares or other companies payload. It should be a more straightforward, mission-specific bus. As a bonus, by not entering the commercial launch market, AST avoids becoming a direct competitor to any existing launch provider.
Then there is the Midland spaceport news that just came out. Manufacturing the largest commercial arrays in LEO and having a launch site right next door in Texas... the logistics get incredibly lean. Build it, roll it out, launch it with your own rocket.
And I don't think the naming is a coincidence. BlackLift was announced right on the heels of the government contracts (and I assume more will come, can't wait for the earnings results next monday). A dedicated, sovereign, secure pipeline to orbit for defense payloads, USG radar, and secure comms. This expands the TAM massively, and it's exactly the kind of sovereign capability the DoD loves to fund.
Also, factor in the 136 BlueBirds for J-LEO (Japan), the 344 D-BlueBirds for Germany (EU), and the undisclosed amount for the US gov... we are talking about hundreds, if not thousands, of satellites. So, honestly? Maybe building our own rocket isn't such a bad idea after all.
Now, I’m looking at their 2028 timeline and I'm not naive. It’s a mirage. In aerospace, timelines always slip (just look at every other existing rocket company in the world). If this thing is flying by 2030 or 2032, I’ll consider it already a success.
But the realization I came to is: the timeline doesn't actually matter.
The first 100 satellites are already funded. They will fly on existing rockets, securing global coverage and bringing in that massive cellular revenue long before BlackLift ever reaches a pad.
As an investor, my only real red flag here is the funding mechanism. Rockets burn cash. If BlackLift is financed through USG grants, defense prepayments, and incoming telecom revenue, this is an absolute masterstroke. If it turns into a vehicle for endless equity dilution... well, that’s a different story.
Execution is everything, and I like it much better when AST is shaping its own destiny.
$ASTS
Edward ♧ retweeted
As promised, here's the video with PROOF
youtu.be/J7CCf7hokkA
Edward ♧ retweeted
Zelenskyy:
“Are we attacking Russian diesel fuel? Yes.
But does this have an impact on prices in the U.S. or globally? No, it does not.
Russia’s current share of global exports is 2.2%. So, the actual impact is virtually zero.
We know that the war in the Middle East has a far greater influence on energy prices worldwide.”
Edward ♧ retweeted
Der kan da slet ikke være nogen tvivl. Rusland skal IKKE være med i nogen sportsbegivenheder overhovedet. Hvorfor f..... er sport så korrupt?
#icehockey #ishockey #sport #iihf
Edward ♧ retweeted
And somehow, the numbers get even crazier.
1,400 US stocks are trading 60% or more below their 52-week highs.
But here's the one that really blew my mind.
2,600 stocks are down 70% or more from their ALL-TIME HIGHS. 🤯
Think about that for a second.
A brutal bear market happening underneath the surface.
WOW.
You're about to be blown away by this.
2,800 US stocks are currently trading 30% or more below their 52-week highs.
Yes, you read that correctly. 2,800 stocks.
But here's the part that really gets me.
That's roughly HALF of the US stocks in this group already down 30% or more.
And people wonder why their portfolios look nothing like the major indices.
There's a massive bear market happening underneath the surface.
Edward ♧ retweeted
Elon Musk wants to shape the future while flirting with far-right politics. The world is watching. 🚨
Billionaire money doesn't put anyone above accountability.
Edward ♧ retweeted
Zelensky will go down in history as a great leader.
Trump will go down as one of the worst.
End of.
Edward ♧ retweeted
Beware of bounces that happen exactly according to expectations.
$ASTS
If you’re pissed off at $ASTS share price now, next time take bearish signs seriously, not as FUD spreading (post below👇 from June).
Now: bounce from $35 expected.
Bounce means there will be green days in this bear market. It also means there will be people calling bottom and telling you to buy the dip. Don’t be wrong listening to them 2nd time in a row.
Here’s the more likely scenario, backed by A DOWN TREND already in place.
Edward ♧ retweeted
$ASTS | Christel Heydemann, CEO of Orange, during the Q3 2026 earnings call:
“Last week we signed, together with Deutsche Telekom Telefónica and Vodafone, a letter of intent to prepare a potential joint bid for the future allocation of spectrum for mobile satellite services in Europe. The initiative supports the European Commission's ambition to strengthen Europe's sovereignty, security, and resilience in critical connectivity infrastructure. Overall, we see satellite connectivity as a core complement to our networks to provide coverage completeness and resilience. Also in terms of innovative growth, Orange Business obtained a new Secnum Cloud qualification, extending its portfolio of trusted cloud offers. Orange Business was also selected to provide the European Union's backbone network for trusted data exchange. Our Maxit in Middle East Africa keeps gaining traction, with 38.5 million active users.”
“On the satellite and MSS spectrum, as we commented, we signed a letter of intent with Deutsche Telekom, Telefónica, and Vodafone to potentially bid for one part of the MSS spectrum that is being auctioned end of 2027 for implementation in 2029. The bid for this spectrum would then be open and wholesale to all telecom operators in Europe. We see MSS spectrum really as a complement to our terrestrial network. As we've always said, for us, the key element will be the customer experience and the handover from terrestrial to satellite and back and forth between our networks, which really requires mastering both side of the experience, working also on the end sets. This is really the way we see it. When it comes to the bid and the consortium to bid for spectrum, it's still early stage, so we can't provide you more details. Again, the process is second half of 2027, so we will provide more detail as soon as we have.”
“On satellite, you are right to mention we launched this first offer a year ago, actually, with Skylo in France. As you know, we are testing several solutions. We are also testing Starlink in Spain. We have a pilot under preparation in Romania with AST. When it comes to the Skylo offer, we've been able to test the willingness for customers and the appetite in the market for this type of offer. That being said, the Skylo experience, given its geostationary solution and it was only available on a few devices, was as expected. It was for us a test in the market to test the appetite, to position ourselves on this segment. However, we plan to continue to add especially more device options, given it was limited to only customers buying this new Pixel devices which was a very small part of the market.”
Edward ♧ retweeted
$ASTS Many people ask: Why don't short sellers just close their positions?
It’s the exact same reason bulls didn’t sell at $130: Greed.
Greed and FOMO are the ultimate psychological weapons in the stock market—they continuously transfer wealth from the impatient to the patient
Edward ♧ retweeted
Never invest in company without profit, stupid fraudulent CEO like @AbelAvellan and high short interest.
Looks like I fooked and will burn all my this year profit in one shit company.
Follow for more ☠️ $ASTS
Edward ♧ retweeted
President Zelenskyy could have left Ukraine when the full-scale invasion began. He could have chosen safety for himself, but instead, he chose to STAY. He stood with his people, shared their suffering, faced the danger and continued fighting for his country's futurE
#zelenskyfan
Edward ♧ retweeted
Ten years ago, Sam Turgeon was a college dropout living in his mom’s basement.
He was tired all the time and had a hunch breakfast was to blame, so he and his co-founder started mixing powders.
Everyone, his mom included, wanted to know what he was doing with his life.
He went all in anyway. Those basement powders became HOLOS, and today it’s an eight-figure business selling across North America.
Helping businesses grow is the core of what we do, and stories like this never get old.