AI & Markets. Former investment banking & asset management | PhD No affiliated or assistant accounts. This is my only official account.
Joined May 2025
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$ASTS GUESSING GAME BEFORE NOV. 9.
Two questions I can't stop thinking about:
1. Why BLACKLIFT, not BLUELIFT?
2. Why unveil it in NYC, not Texas?
My theory: Blacklift isn't just a rocket for BlueBird. It's a separate infrastructure business with ambitions beyond D2D.
And NYC? That's where you tell the capital markets a much bigger story.
Institutional investors. Strategic partners. Wall Street.
Could Abel be positioning ASTS for a new valuation narrative ahead of the Nov. 12 unveiling?
Pure speculation, of course. But the timing is fascinating.
What's your theory?
$ASTS BLACKLIFT: THIS IS NO SMALL ROCKET.
I compared AST's newly revealed rocket with Falcon 9 and Firefly Eclipse.
• Blacklift: 20-ton LEO target
• Falcon 9: 22.8-ton maximum
• Eclipse: 16.3-ton capacity
Here's what surprised me: AST's website describes a THREE-STAGE rocket with TWO reusable lower stages.
And it's purpose-built to carry up to FIVE BlueBird satellites per launch.
That's a serious ambition, not a small experimental launcher.
But let's be clear: Falcon 9 is flight-proven. Blacklift isn't. Building and recovering a rocket this size by late 2028 is an enormous challenge.
Still, I see the strategy. AST isn't trying to compete for every launch customer. It wants control over its own satellite deployment schedule.
If Abel can pull this off, $ASTS could control both the satellites and the rockets that deploy them.
Bullish on the ambition. Now show us the engineering on November 12.
$ASTS $FLY
AItuninglab retweeted
$ASTS: THERE HAS TO BE A MISSING PIECE TO BLACKLIFT.
I understand the skepticism surrounding Blacklift's ambitious timeline. On the surface, it almost sounds too good to be true.
But I find it hard to believe Abel @AbelAvellan would commit to a billion-dollar rocket strategy without a concrete plan behind it.
I don't expect AST SpaceMobile to suddenly become a world-class rocket manufacturer overnight. That's precisely why I suspect there's more to this story than we've been told.
A strategic partner? An acquisition? An existing development program? I don't know.
But I have a feeling November 12 will answer some important questions.
Of course, ambitious plans can still fail. And management needs to prove the economics make sense.
For now, I'm willing to give Abel the benefit of the doubt and let the company reveal its strategy.
We've waited this long. A few more days won't hurt.
Patience, fellow $ASTS shareholders.
Dr. Burry, what exactly is Wall Street supposed to do?
The economy grows. Corporate earnings grow. Markets tend to rise over the long run. Naturally, most strategists lean bullish.
That doesn't make them incapable of original thought.
And calling AI a bubble doesn't automatically make someone right either.
Being early isn't the same as being right. Timing matters, especially on Wall Street.
$ASTS: THERE HAS TO BE A MISSING PIECE TO BLACKLIFT.
I understand the skepticism surrounding Blacklift's ambitious timeline. On the surface, it almost sounds too good to be true.
But I find it hard to believe Abel @AbelAvellan would commit to a billion-dollar rocket strategy without a concrete plan behind it.
I don't expect AST SpaceMobile to suddenly become a world-class rocket manufacturer overnight. That's precisely why I suspect there's more to this story than we've been told.
A strategic partner? An acquisition? An existing development program? I don't know.
But I have a feeling November 12 will answer some important questions.
Of course, ambitious plans can still fail. And management needs to prove the economics make sense.
For now, I'm willing to give Abel the benefit of the doubt and let the company reveal its strategy.
We've waited this long. A few more days won't hurt.
Patience, fellow $ASTS shareholders.
AItuninglab retweeted
$ASTS GUESSING GAME BEFORE NOV. 9.
Two questions I can't stop thinking about:
1. Why BLACKLIFT, not BLUELIFT?
2. Why unveil it in NYC, not Texas?
My theory: Blacklift isn't just a rocket for BlueBird. It's a separate infrastructure business with ambitions beyond D2D.
And NYC? That's where you tell the capital markets a much bigger story.
Institutional investors. Strategic partners. Wall Street.
Could Abel be positioning ASTS for a new valuation narrative ahead of the Nov. 12 unveiling?
Pure speculation, of course. But the timing is fascinating.
What's your theory?
Everyone talks about @elonmusk's businesses and political views.
But here's something we rarely discuss: his health, stamina, and ability to keep going.
I've worked 80-hour weeks before. I know what that takes, and I certainly wouldn't want to do it anymore.
Elon is in his 50s, juggling multiple companies and seemingly endless demands on his time.
I'm genuinely curious: How does he sustain that pace, physically and mentally?
Forget the business strategy for a moment. What's the secret to that endurance?