Ry🅰️n O'Connor

Founder and PM | Crossroads Capital

[AST SpaceMobile @AST_SpaceMobile]

Don’t miss it. The Blacklift Unveiling Event goes live today at 10 a.m. ET. Hosted by award-winning journalist Dr. Fareed Zakaria tune in to hear Abel Avellan and the AST SpaceMobile team discuss how we will serve more people, more places and more markets with our new rocket, Blacklift.

Watch here: https://t.co/PPEos3Jy0w

[Pir🅰️nha Plant Capital @PiranhaCapital]

This could enable the lowest per area cost of phased array in orbit.

[Kevin Chen @Defiantclient2]

$ASTS: The giveaway is in @AST_SpaceMobile’s separate constellation filings to the @ITU.

AST already has a German flagged constellation called D-BLUEBIRD, consisting of 344 BlueBirds. It mirrors the American flagged 248 satellite constellation but with an additional 96 satellites at a unique 66 degree inclination. 🇩🇪

This is why AST needs Blacklift. The demand for BlueBirds is sky rocketing. 🚀

[Ry🅰️n O'Connor @AboveAvgOdds]

@davidhudnall 👌

[David Hudnall @davidhudnall]

Spotted today in midtown Kansas City. Unfortunately, on some level, you do kind of gotta hand it to this guy

[Capvalue89 @CapitalOnValue]

Let the double ordering unwind begin

[Michael Fritzell (Asian Century Stocks) @MikeFritzell]

Seems like a pretty good website for investor letters...

https://t.co/ZKn2cQOCrT

[Daniel Ahmad @ZhugeEX]

Just to put this into perspective.

20% of Switch 2 owners purchased the game.
It's already the #2 best selling Switch 2 game.
The original OOT sold 7.6 million copies in its entire lifetime on N64.

[Leandro @Invesquotes]

Reading the stat below brought me back to Buffett's words on $DIS:

"Mary poppins had just come out. Mary Poppins made about $30 million that year, and seven years later, you're going to show it to kids the same age. It's like having an oil well where all the oil seeps back in."

Nintendo is likely going to sell twice as many copies of "The Legend of Zelda: Ocarina of Time" almost 30 years later and is getting paid to do marketing next year with the movie

Just crazy

$NTDOY

[Gearoid Reidy リーディー・ガロウド @GearoidReidy]

Unsurprisingly Ocarina of Time becomes the fastest-selling Switch 2 title to date.

The people yearn for classic Zelda! Give them what they want!

[Leandro @Invesquotes]

5.2 million in 4 days after launch and there’s an analyst forecasting 6 million LIFETIME sales 😂

Can’t make this up!

$NTDOY

[任天堂株式会社（企業広報・IR） @NintendoCoLtd]

[任天堂HP]ニュースリリース「Nintendo Switch 2 ソフト『ゼルダ��伝説 時のオカリナ』の世界累計販売本数が発売後4日間で520万本を突破」を公開しました。
https://t.co/LlafnwqSC7

[Avride @Avrideai]

1,000,000 deliveries. And counting.

Avride robots completed 180,000 deliveries in October alone, exceeding expectations. Daily volume has reached 7,000 deliveries, and our network now spans more than 30 U.S. markets.

From burritos and salads between classes to dinner after work, we’re bringing robot delivery to everyday routines across city neighborhoods and university campuses through platforms including Uber Eats and Grubhub.

Behind every order is the work of our engineering, manufacturing, and partner teams who enable smooth operations. Thank you to everyone helping us grow and to our customers for choosing robot delivery.

The next million is already on its way.

[Austin John Plays @AustinJohnPlays]

I looked up the code for the new zelda amiibo and discovered Majora's Mask is coming. https://t.co/tjz8Ppe80S

[TheKOOKReport @thekookreport]

Yes. Basically they are paying us $1bn for satellites that we get to use except for a few ring fenced geographies. This will be a scalable model elsewhere. This is amazingly capital efficient for us. $ASTS

[Kevin Chen @Defiantclient2]

$ASTS: "Many other regions requesting a similar setup" RE: JLEO
- @AbelAvellan just now on the @AST_SpaceMobile Q3 Q&A

[SpacBobby @SpacBobby]

$ASTS - Abel just said AST SpaceMobile is working with $GOOGL and $META for AI inference!

[Theodorus The Atheist @TheodorusAtheos]

$ASTS "The demand for our satellites is exponentially growing."
- Abel Avellan

[Anp🅰️nman @spacanpanman]

$ASTS: 🔥 Majority of Japan’s $1B J-LEO subsidy to be disbursed in 2027 😁

[Anp🅰️nman @spacanpanman]

$ASTS: So many great things to cover - will do a space tonight. Funding?

“Additional pipeline of approximately $1.2 billion in non-dilutive U.S. quasi-governmental financing for 2027, across multiple agencies”