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European AI OSINT applied to stockmarkets 🇪🇺

Joined August 2024
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Stockbots.ai retweeted
Ukrainian forces most often use Starlink Mini on drones to send data back to command posts. The terminal weighs 1.1 kg. Ukraine could turn to France’s Eutelsat OneWeb network and Israeli-made terminals, writes Mind. 1/
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Stockbots.ai retweeted
Transmedics has selected Gogo Galileo HDX, connected by our OneWeb LEO constellation, to equip its fleet of 22 aircraft supporting organ transport missions across the United States ✈️ Eutelsat aviation services: keeping critical operations connected when every second counts.
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Gogo has unveiled a roadmap for improving service for its Galileo low-Earth-orbit satcom systems, which run on Eutelsat’s OneWeb LEO satellite network. Read more ⬇️
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Russia could gain the ability to control drones in real time within the next six months through the development of its own Rassvet satellite network. If this technology reaches its full potential, it could fundamentally change the nature of the war and create new threats for Ukraine. We must prepare now, not wait until this threat becomes reality.
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🇫🇷Eutelsat Communications shares jumped roughly 23% yesterday, marking the stock's largest one-day gain in more than a year. The surge was triggered by reports that Ukraine flagged new speed caps and restrictions on 🇺🇸SpaceX's Starlink and Starshield military-grade services. Eutelsat operates a hybrid fleet consisting of 31 geostationary (GEO) satellites and a low Earth orbit (LEO) constellation of more than 600 satellites, primarily through the OneWeb network. Investors anticipate that 🇪🇺EU governments and defense customers will turn to the Eutelsat network to reduce reliance on SpaceX and its Starlink network. Eutelsat also gained momentum from reports regarding potential regulatory authorisarions for 🇬🇧OneWeb services in India ahead of competitors. SpaceX did not get an 🇮🇳Indian license for commercial services. SpaceX has approximately 11,127 active Starlink satellites in low orbit (LEO). Eutelsat market capitalisation is €2.2 billion. SpaceX market cap is $2.1 trillion. Are there realistic grounds for making Eutelsat almost a thousand times less valuable than SpaceX?
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Stockbots.ai retweeted
Considering the repeated calls to replace Starlink in the EU, followed by the usual snarky comments, mostly from Americans, about how SpaceX is "irreplaceable" and Europe is supposedly incapable of competing, I think it's worth looking at some facts. First of all, EU countries have launched hundreds of satellites over the past decade, with annual deployments growing from just 16 in 2015 to 135 in 2025. Eutelsat OneWeb already provides continuous coverage across Europe with more than 600 satellites On top of that, the EU is developing IRIS², a constellation of ~350 satellites, with the first launches scheduled for 2029. The EU's GOVSATCOM programme has already been operational since January 2026, pooling satellite capacity from member states for secure government communications. Now, let's get to the actual argument. Is Europe behind SpaceX, with its thousands of satellites in orbit? Absolutely. At the moment, it's not even close. Starlink has significantly cheaper consumer terminals, much greater network capacity, a larger constellation and a far more accessible service for ordinary customers. No argument here. But that's also part of the problem. Starlink is simply a better and more affordable product for most consumers right now, so customers and government contracts naturally gravitate towards SpaceX, making it harder for European competitors to attract the revenue and investment needed to catch up. Let's also not pretend SpaceX appeared out of nowhere. It benefited from decades of American aerospace infrastructure, NASA research, publicly funded programs and government contracts, alongside its own substantial private capital Putting a European startup, or even a single country's space agency, against that entire ecosystem is a losing proposition from the beginning. But why should it stay that way? Europe already has the aerospace industry, launch facilities, technological expertise and financial resources to develop a competitive alternative. To launch satellites successfully and cheap you need to decrease the launch cost. Currently, European rocket Ariane 6 is generally more expensive than Falcon 9, and Europe still lacks a comparable operational reusable launcher. But projects like Themis and Maia are already in development. If Europe keeps pouring money into SpaceX, how exactly do you expect these European projects to become competitive? The same applies to satellite terminals. SpaceX has excelled at mass-producing consumer-friendly equipment costing a few hundred dollars, while comparable OneWeb equipment can cost several thousand. But that advantage comes from economies of scale, production efficiency, mass adoption and, sometimes, subsidising hardware to gain market share. You can't have mass adoption if you mass adopt Starlink Europe doesn't need to replicate Starlink's entire global network to build a viable alternative. The objective is sufficient coverage, capacity and reliability across Europe and neighbouring regions, not necessarily every random island in the Pacific or remote village in the Brazilian Amazon - something that SpaceX does much better. That's a much more realistic objective than immediately matching Starlink worldwide. There are several ways to achieve this: direct investment, research funding, initial subsidies, long-term government contracts and procurement policies prioritising European satellite providers wherever feasible, particularly for critical infrastructure. In strategically sensitive areas, I'd go even further and eliminate dependence on SpaceX entirely wherever a viable European alternative exists. Which brings us to national security. Starlink is an American commercial system subject to US jurisdiction, while Starshield is specifically designed for US government and military customers. Starlink's own terms allow the company to suspend services following requests or orders from government agencies. Now imagine a hypothetical scenario where the US attempts to annex Greenland militarily. Would you really want critical European communications infrastructure dependent on an American company that could could simply switch off everything on political demand? You simply cannot outsource your country's critical communications infrastructure to a foreign provider and pretend there are no strategic risks involved. I don't like writing it, but US is not a reliable partner. And beyond security, it's also about money and long-term economics. European money, investment and talent should stay in Europe, not continuously flow to America. Do you want European aerospace graduates to have actual career opportunities in Europe, instead of feeling they need to move to the US? Do you want European companies building rockets, satellites, manufacturing facilities and research centres, creating skilled jobs and attracting investment? None of that happens if your entire strategy is to keep buying American Starlink terminals while complaining that European alternatives are too expensive or technologically inferior. There's a massive difference between saying Europe cannot fully replace Starlink today and claiming that Europe is fundamentally incapable of developing a competitive alternative, while quoting memes about muslim immigrants and plastic bottle caps. And if Europe keeps financing its competitors instead of building its own capabilities, SpaceX will indeed remain "irreplaceable". Not because Europe can't compete, but because it is not committed to the competition.
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Stockbots.ai retweeted
NEW!! Europe's satellite operator Eutelsat says it has "perfect coverage" over Ukraine, amid concern that Elon Musk's Starlink could possibly pull the plug on service in Ukraine.
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Stockbots.ai retweeted
A strong signal that investors expect that European governments will dump Starlink en masse and adopt European alternatives instead.
Signal faible : après que Starlink (propriété d'Elon Musk) a restreint les connexions de l'armée ukrainienne, les investisseurs achètent massivement des actions des opérateurs européens de communication satellite. ⤵️ agefi.fr/news/entreprises/eu…
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Stockbots.ai retweeted
The Starlink restriction over Ukraine is a perfect illustration of the danger of relying on US technology. Finding alternatives that aren’t Chinese is difficult and expensive- but I expect the drive to accelerate
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Stockbots.ai retweeted
Aspiring European competitor to Starlink, Eutelsat, soars on the news of U.S. throttling access for Ukraine. Investors expect European defense billions to be diverted from U.S. companies, and SpaceX in particular.
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Stockbots.ai retweeted
Ukraine does not need another Starlink monopoly. It needs a communications architecture that keeps working even if one company, one network or one government cuts access. Europe can start building that now. The first step is to expand Eutelsat OneWeb across Ukrainian command posts, logistics hubs, air-defence units and other ground networks. OneWeb is already operating in Ukraine and provides a real European-based LEO alternative to Starlink. It is not a perfect replacement, but that is precisely the point: Ukraine should not replace one dependency with another. Second, Europe should launch an emergency programme for lightweight satellite terminals designed specifically for Ukrainian UAVs. Eutelsat already supports communications for uncrewed aircraft, but there is no publicly documented OneWeb terminal today that can simply be bolted onto Ukraine’s fast battlefield drones and replace Starlink. That capability must be developed, adapted and manufactured at scale. Third, use SES O3b mPOWER and other satellite systems as high-capacity backup for command-and-control, intelligence, surveillance and major military nodes. The network should be deliberately multi-orbit and multi-provider. Fourth, complete Ukraine’s integration into EU GOVSATCOM. From 2027, the EU plans to add qualified commercial satellite capacity to the system, creating the possibility of combining European government and commercial networks under a more resilient framework. The technical objective should be simple: Ukrainian equipment must be able to move traffic between different available networks instead of being locked to a single provider. Starlink can remain part of the system. So can OneWeb, SES, Viasat and national military satellites. But none of them should be indispensable. The goal is to build a network in which losing Musk no longer matters. Europe does not need to wait for IRIS² to begin. Most of the underlying satellite capacity already exists. What is missing is procurement, terminal development, integration and political urgency.
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Stockbots.ai retweeted
Trump has done a fantastic job in demonstrating to allies, enemies, and customers that American defense systems are as unreliable as its political systems.
Aspiring European competitor to Starlink, Eutelsat, soars on the news of U.S. throttling access for Ukraine. Investors expect European defense billions to be diverted from U.S. companies, and SpaceX in particular.
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Stockbots.ai retweeted
$BA AND $GOGO JUST TESTED A STARLINK ALTERNATIVE OneWeb on an Insitu Integrator. Pentagon’s been looking for a second vendor. $SPCX 🔹 $BA drone unit Insitu + $GOGO flew SATCOM through Eutelsat OneWeb. No airframe mods. ITAR-free 🔹 27.5-hour Group 3 ISR bird. Prior P-LEO control out to 2,000 nm 🔹 Starlink still owns the sky. SpaceX connectivity $4.29B in Q2, +66%. Iran-war pricing made the building shop around 🔹 Airbus $EADSY building 229 more OneWeb sats. Option exists. Scale doesn’t.
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Stockbots.ai retweeted
Boeing ($BA) unit Insitu and Gogo ($GOGO) tested a military drone using Eutelsat OneWeb satellite connectivity, offering another Starlink alternative. The move comes as governments look to reduce reliance on @elonmusk-led SpaceX ($SPCX) for military communications.
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Stockbots.ai retweeted
Still not over this view! 🚀 The final O3b mPOWER launch may be behind us, but what it unlocks is just getting started. With all 13 satellites now in orbit, we're expanding what's possible with high-performance, low-latency connectivity - connecting more people and places around the world. A few more moments from a launch we won't forget.👇 #O3bmPOWER #MEO
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Stockbots.ai retweeted
Eutelsat orders 229 more OneWeb satellites from Airbus, boosting its low-Earth-orbit connectivity fleet. The deal expands a prior 440-satellite procurement, bringing Airbus’s total to 669 new-generation OneWeb spacecraft. Read more: aviation24.be/manufacturers/…
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Stockbots.ai retweeted
Replying to @AerospaceLab
@Aerospacelab of Belgium wins EUR 2.4B ($2.8B) contract to build 264 @defis_eu Iris2 LEO satellites. @Thales_Alenia_S, under EUR 500M contract, to provide Ka-band military payloads for the Aerospacelab sats and for additional 66 military-Ka sats w/ @AirbusSpace as prime.
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NEW: Eutelsat plans to extend the life of an aging satellite by sending another spacecraft to dock with it in geostationary orbit and take over its station-keeping. French startup Infinite Orbits’ Endurance vehicle (pictured) is designed to rendezvous with satellites that were never built to be serviced and keep them operating for roughly five additional years. The Eutelsat agreement is Infinite Orbits’ third life-extension order, following SES and Hispasat. Its first commercial Endurance mission is planned for 2027, with Eutelsat expected to follow.
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