AItuninglab

$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

$ASTS Blacklift video made with Grok Imagine. Enjoy. Original post in reply

AI DATA CENTERS: LOCATION and REGULATION. $IREN $CRWV $NBIS Jim Cramer warned investors to be careful with the neocloud trade. The map shows why geography matters. Texas: major IREN and CoreWeave exposure. Ohio: CoreWeave locations. Nebius: a broader U.S. and international footprint. But not every announced campus is operating, and not every expansion has secured permits. AI demand may be booming. Power, permits and financing still determine who can deliver. Source: Jim Cramer's Nov. 4 commentary; accompanying site-location compilation. @jimcramer I mapped your posted pic.

$ASTS Oops I did it again. Another draw down. You are consistent...

$ASTS green and $SPCX red. Finally!

$ASTS If we were to accept the premise that AST was tanked because of $SPCX IPO and D2D business, now with sentiment for $SPCX worsened, we need to seriously consider the possibility of a serious rebound. Can't we?

2026 U.S. MIDTERMS: THE ULTIMATE AI ELECTION FORECAST 🇺🇸 I compared projections from GPT-6, Grok, Claude, Gemini, Qwen, and Muse, covering major forecasting models and prediction markets. 🔵 HOUSE: ~91% chance of Democratic control Projected: 241 D – 194 R 🔵 SENATE: ~73% chance of Democratic control Projected: 52 D – 48 R The consensus? A Democratic House looks highly likely. The Senate remains the real battleground. These are pre-election estimates, NOT results. The AI summaries also share underlying sources, so they aren't six independent forecasts. 🔁 REPOST & SHARE THIS CHART! One graphic. Six AI perspectives. The major forecasts in one place. Bookmark this and come back after Election Night. Let's see how the predictions hold up. Just results from LLMs not my opinion or projection.

$ASTS: THE NEXT 9 DAYS MAY BE MORE ABOUT MACRO THAN MILESTONES. With the Nov. 9 earnings call approaching, I’m not expecting major breakthroughs or launch announcements before then. The reported Falcon 9 delay also raises doubts about a November launch. For now, macro may drive the stock more than company-specific news. Hopefully, U.S.–Iran peace talks make progress and broader market sentiment improves. Until then, we ride the market, manage expectations, and wait for management to provide clarity. Patience is part of the investment.

MDA Space just entered Europe’s sovereign satcom buildout. $MDA says its ATP exceeds $100M for digital antenna systems on 66 IRIS² satellites. It enters Q4 backlog; the full-scope contract remains subject to finalization. ESA targets first launches in 2029.