Alex Lau

🅰️🅰️
$ASTS $AUR $QS $MRLN $VELO $BAER $KRKNF

[Serenity @aleabitoreddit]

Just some TLDRs to save you time:

1. $ASML, $TSM earnings = Good Outlook. Semis + capex go brrr.

2. Opus 4.7 + Anthropic go brrr. Software = sad.

3. Samsung go brrr because of partly bc of $TSLA AI Chips.

4. $UMC = price hike for foundry. foundries go brrr.

5. Training = brrr in China. H100 rental increase go up. Neoclouds happy.

6. Helium supply shortage = not significant... I've already said this before, but I'm not sure how many times $TSM needs to say this.

7. MLCC, inductor prices = price hike. Will cover beneficiaries later.

8. "Taiwan's OSAT expansion could tighten global test capacity and raise costs"

I went long on Taiwan OSATs recently like Shunsin (6451) for a reason. Demand will just outstrip supply, even after expansion. (cowos, sip, optical).

[Alex Lau @ALPHAAAL]

@spacanpanman @Defiantclient2 Ref: per S1 filing

[Alex Lau @ALPHAAAL]

@spacanpanman @Defiantclient2 Yes, I have done some research today, basically 60-70% of the payload launched by spacex are non-customer payload (i.e. starlink), which usually can be delayed for customers with some additional fee

[AST SpaceMobile @AST_SpaceMobile]

Convoy complete.

BlueBird 9 has officially arrived at Cape Canaveral,  ahead of the next Falcon 9 launch campaign.  🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀

Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected

[Kraken Robotics @KrakenRobotics]

The @RoyalNavy and @ItalianNavy are standing by with their Kraken SAS systems on REMUS UUVs to help with mine countermeasure operations in the Strait of Hormuz.

@SkyNews - https://t.co/j85uHqiuoK

@navalnewscom - https://t.co/xcs9essJDh

[Alex Lau @ALPHAAAL]

@bridgemindai Wonder at what context length is this run on?

[AST SpaceMobile @AST_SpaceMobile]

BlueBirds 8 and 10 have officially arrived at Cape Canaveral.

Next stop: the launch pad. 🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀

Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[AST SpaceMobile @AST_SpaceMobile]

The last BlueBird in the convoy is on the move.

BlueBird 9 has officially left our Texas facilities and is heading to Cape Canaveral to reunite with BlueBirds 8 and 10.

Next stop: the launch pad.🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀

Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[Alex Lau @ALPHAAAL]

@Reformed_Trader @deepvaluedude Thanks Reformed! We need your expert TA!

[AST SpaceMobile @AST_SpaceMobile]

A BlueBird convoy is officially underway.

Two BlueBirds are already making their way to Cape Canaveral, with the third close behind.

Next stop: the launch pad.  🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀

Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones.🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[Alex Lau @ALPHAAAL]

@Jagaloon6 Well said!

[AST SpaceMobile @AST_SpaceMobile]

Peak download speed 98.9 Mbps. From space. With our Block 1 satellites.

Direct to a standard smartphone over international waters. No modifications. No new hardware.

Next-generation satellites expected to nearly double these speeds!

Built in Texas. Space-based cellular broadband. Connecting everywhere. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[AST SpaceMobile @AST_SpaceMobile]

Announcement: Mid-June launch of three Bluebird satellites aboard a Falcon 9 rocket.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
32 next-generation satellites at advanced stages of assembly to be ready for launch.
Network deployment with a launch every one to two months on average.
Space-based cellular broadband. Built in Texas.
🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[AST SpaceMobile @AST_SpaceMobile]

FCC Grants AST SpaceMobile Commercial Authority to Deliver Direct-to-Device Cellular Broadband from Space Advancing Nationwide, Resilient Cellular Broadband Connectivity in the United States
https://t.co/z5MFyMrnTs

[Alex Lau @ALPHAAAL]

@endless_frank I think the implication is that we might not be able to launch up to 44 satellites now
If this mission is declared a failure, then blue origin probably won't be usable for another mission for few months. And with SpaceX alone, we will need 13 launches (assume 3 per launch)

[AST SpaceMobile @AST_SpaceMobile]

We are excited for this weekend's launch. Big rocket and the biggest satellite!

BlueBirds 8 - 32 in production in TX, next batch getting ready to ship. More structures arriving by the big Antonov, the next seven did arrive this week.

We are accelerating our buildout space-based cellular broadband together with our 50+ mobile operator partners with nearly 3 billion subscribers.
🌎🚀📶📱

Built in Texas. The future of connectivity.

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile Announces BlueBird 7 Launch Date of Sunday, April 19, Invites Retail Investors to Attend Live Launch Event at Cape Canaveral
https://t.co/qrGbqA4cD0

[Alex Lau @ALPHAAAL]

@_chenglou Thank you for the reply! Will surely dig around the repo and chat with AI once I get the chance!

[Alex Lau @ALPHAAAL]

@_chenglou Text kerning for something like a bold T and normal o might be different from normal characters, so the layout might not be accurate. Correct me if I am wrong though, happy to learn!

[Alex Lau @ALPHAAAL]

@_chenglou Awesome work!! I wonder how well does it handle things like drop cap, mixed font style (like italic, bold, etc) within the same sentence?