Birthright Margin

The intersection of endowed leverage and pursued edge.

[Birthright Margin @BirthrightMargs]

@Jason @johnternus Why wouldn’t you when you can sell 4 $25,000 Studios to someone?

Just close your eyes and ignore that has a 10+ year payback versus using frontier models🤣

[Birthright Margin @BirthrightMargs]

@philliplyle410 @G03064810 @GhostOfLaszloJ You didn’t link anything - what article? 🤣

[Birthright Margin @BirthrightMargs]

@ice_anchor @philliplyle410 @ASTS_Investors What clown is running the OP account?

[Birthright Margin @BirthrightMargs]

Another one that wasn’t said on the $ASTS call.

Credibility indeed…..

[Birthright Margin @BirthrightMargs]

He did not say this on the $ASTS call.

[Birthright Margin @BirthrightMargs]

@Serta_Capital @wolfgangkasper https://t.co/zY8djuHT93

[Birthright Margin @BirthrightMargs]

@scottwisniews Can Dilewtski become Hypewtski today?

https://t.co/rfhHkR0SEZ

[Birthright Margin @BirthrightMargs]

$NRG accelerating and growing buybacks, calling their shares “extremely undervalued.”

[Birthright Margin @BirthrightMargs]

@scottwisniews Can Dilewtski become Hypewtski today?

https://t.co/rfhHkR0SEZ

[Birthright Margin @BirthrightMargs]

@scottwisniews Congrats!

Now hit us with the Dilewtski! 🤣🚀

[Birthright Margin @BirthrightMargs]

@ZeeContrarian1 @TrendSpider At what point do you reflect on the Mute button, if it’s unwilling 🤣

[Birthright Margin @BirthrightMargs]

@tasshinfogleman Of course I think “oh that’s a good idea!” And I already bookmarked it. Now it’s a daily reminder.

[Birthright Margin @BirthrightMargs]

@DanMarine4 @Staudinger333 @trypto_tran @mottbox_ It’s mostly because they picked a 2 year timeline, which is outrageous - and even more so once you look at their track record of hitting their own milestone targets.

I genuinely hope it works out, but they deserve the criticism here.

[Birthright Margin @BirthrightMargs]

@CelsiusEnergyFM What work can one do to sustain higher prices?

[Birthright Margin @BirthrightMargs]

@astrorahul_ @DrRadRocks @bad_investor_ Thank you!

[Birthright Margin @BirthrightMargs]

What’s wrong with licensing engines versus starting from scratch?

Assuming the engines are exceptional (I know that’s a stretch in this instance, but just for arguments sake), can you not engineer and build a great rocket around those engines? Why not, if not?

Thanks in advance for your time in answering.

[Birthright Margin @BirthrightMargs]

@ODonnell4NH @AngieCoMartin And then negate it by getting rid of DST 🤦‍♂️

[Birthright Margin @BirthrightMargs]

@mottbox_ @Staudinger333 @RKLBMan If you’re talking $RKLB that’s because they’re trying to do it with carbon fiber.

[Birthright Margin @BirthrightMargs]

@NousResearch Did you successfully remove the phone-home weights?

[Birthright Margin @BirthrightMargs]

@phileeppos What’s the third mandate?

[Birthright Margin @BirthrightMargs]

@jerseyahmet You’re missing my point; they have a history of saying they’re going to do things when they haven’t even hired the team required to do it (reread what I said about the launch team timeline).

I haven’t seen them hiring for rocket engineering and the 2 year clock is ticking!

[Birthright Margin @BirthrightMargs]

Has $ASTS already hired all their Rocket engineers to build this new launcher? Genuine question - I may have missed them.

Or will this be like 2026 Launch where they didn't even post the job listings for the Launch team until April 2026? (while claiming in 2025 60+ sat launch)

[Birthright Margin @BirthrightMargs]

@jimmydramauk @TheFoxRadar Then why not say that? The release makes it sound like they’re designing and building from scratch.