Panzer Capital

Portfolio Manager / Family Office / Father of 2 / Tweets are personal opinions, NOT investment recommendations

[AST SpaceMobile @AST_SpaceMobile]

BlueBirds 9 and 10 are now successfully deployed in orbit.

Two more of the world's largest commercial communications arrays have joined our growing constellation. Another step closer to the future of cellular broadband from space.

With BlueBirds 11, 12, and 13 at Cape Canaveral preparing for their imminent launch, and production advancing through spacecraft 41, we continue to execute at scale.

Innovation in orbit. Execution in motion. 🌎📶📱🇺🇸

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[RadioGenoa @RadioGenoa]

Spain 2 – Islamic Republic France 0.

[Elon Musk @elonmusk]

@visegrad24 Deal with traitors first, then invaders

[Kevin Chen @Defiantclient2]

$ASTS: 🚨RAKUTEN AND AST SPACEMOBILE CONSORTIUM SELECTED AS FINAL WINNER OF THE J-LEO PROGRAM UNDER JOINT VENTURE, "RAST CO LTD."

Link: https://t.co/CoiTjgpviR

Selection Result: https://t.co/KdE32iD16a

And Google Translated as follows!

[Buck @BuckOnTwidder]

if you can hold 3 jobs, hit a few perfect trades, keep expenses low and then nail that parlay you can live the lifestyle of a moderately successful plumber in the 1970s

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile Announces BlueBirds 11, 12, and 13 Orbital Launch in the First Half of August
https://t.co/ihxGsnUPes

[Panzer Capital @Bane_Corp]

@elonmusk you have our support, fuck them

[Geert Wilders @geertwilderspvv]

We must immediately reverse the Islamization of Europe.

Sharia law, Pakistani gang rapes, honor killings, jihadist terrorism, antisemitism, genital mutilation, homophobia, misogyny etc, we must put an end to the national and cultural suicide imposed upon us by the traitors who have been ruling our countries for decades.

The bond between the left-liberal elite - politicians, academia and press - and Islam is a crime against the people. The truth has been ignored for far too long.

Our children deserve to be free and safe and nothing will stop us from fighting for it. Nothing will stop me. I have received many fatwa’s and been brought before the courts for speaking the truth about Islam for 25 years now, and I lost my personal freedom a long time ago. I lost and won national elections in The Netherlands and nothing will stop me.

Speaking the truth is not without consequences. But there is no alternative. For the truth will set us free.

I applaud all the great work @TRobinsonNewEra and @RupertLowe10 have done in the UK and the legal support @elonmusk gave Tommy, and other brave persons who helped me over the years.

Freedom is worth fighting for.

#freedom #islam

[Panzer Capital @Bane_Corp]

@AbelAvellan Vamos! Enhorabuena Abel y todo el equipo

[Abel Avellan @AbelAvellan]

Successful launch!🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
All satellites were captured within minutes and already orbiting Earth with all systems nominal.

Congratulations to the incredible AST SpaceMobile team! 250Y U.S.A. 🌎📶 🤠

[Scott Wisniewski @scottwisniews]

In orbit again with 3 more of the largest phased arrays ever deployed in LEO 🚀🚀🚀

[Gustavo Martínez @GustavoBolsa]

Se te ha caído esto, Ignacio. @iescolar

[The Long Investor @TheLongInvest]

Just a reminder

If SpaceX is valued at $1.7 Trillion

This means that Starlink MUST be valued between $600-$900 Billion

Meaning

$ASTS at $37 Billion Market Cap could 20 X from here and will be at the lower scale of the valuation of Starlink, while arguably a stronger product

So what’s more attractive right now?

SpaceX or $ASTS

[Panzer Capital @Bane_Corp]

@GustavoBolsa un placer leerte este verano. Mucha sabiduría condensada en un libro con un regalo al final del mismo!

[andrewdudum @AndrewDudum]

Today, we closed our acquisition of Eucalyptus, advancing our position as the world’s largest consumer health platform.

When @_Timdoyle and I first met, healthcare looked very different (and so did our lives - I was a first-time dad, still on paternity leave when we had our first lunch). Proactive healthcare still felt niche and the concept of direct-to-consumer access was misunderstood as a trend.

Five years later, the world has changed (and so has life – I’m now a dad to three boys, and Tim’s a father, too). People are no longer willing to navigate through arbitrary barriers for the simplest kinds of care. Healthcare innovators like drugmakers and diagnostic companies have realized connecting directly with individuals is the most powerful way to grow.

But what has stayed the same is how aligned Tim and I are on what the future of health can and should be. It’s simple, deeply personal, and built for everyday life. It became clear at the end of last year that the time has never been more right to come together.

Today, we’re operating as one company, focused on reaching millions of people around the world with a version of health that feels like a luxury, but doesn’t cost like one. Combining Eucalyptus’ local expertise with our scale means we can serve millions of people around the world and expand the network effects of the platform. We’ll become an everyday health companion and a partner to other healthcare innovators who want to build long-term relationships with their customers.

I told the entire team this morning: The most enduring consumer companies are the ones that create a completely new way of experiencing the most personal parts of our lives. My kids deserve a different version of health than I got. So do Tim’s. So do yours. That’s what we’re building at Hims & Hers and I can’t wait for the world to see what’s possible.

https://t.co/XIampqFSST

Read more here, including important footnotes and disclaimers: https://t.co/4A919nDjTO

[Elon Musk @elonmusk]

This is simply a fact

[Panzer Capital @Bane_Corp]

@GustavoBolsa @en_UFMMadrid Recién aterrizado en Madrid
Nos vemos

[ASTS Investors 🅰️ @ASTS_Investors]

ANOTHER DAY, ANOTHER PATENT 🔥

AST SpaceMobile has just been granted a new patent and it’s a big one for scaling a space based cellular network.

The patent outlines how devices can seamlessly transition between overlapping satellite beams and gateways without dropping connectivity.

Key points

• Directly addresses one of the hardest technical challenges for a global NTN network - uninterrupted mobility between moving satellites
• Describes overlapping cell architecture and dynamic switching between communication ports/beams in real time
• Improves reliability, latency management and user experience as satellites move across coverage zones
• Shows that AST is building a terrestrial grade cellular experience from space, not just intermittent satellite messaging like competitors

The market is sleeping on how big of a technical moat AST is building 🔥

$ASTS

[Panzer Capital @Bane_Corp]

@GustavoBolsa @PardoPulido Esa es mi idea