KoolKiller

[Polvans @Polvah]

$MRLN just completed the Critical Design Review for its C-130J autonomy program with U.S. Special Operations Command

This is a program milestone.

CDR means the final design configuration is locked.
The program moves from design development into aircraft integration.

What comes next
> Structured formal test campaign begins
> AI autonomy stack goes onboard the C-130J Super Hercules
> Pathways open to expand across other DoD platforms

The C-130J is one of the U.S. military's primary tactical airlifters. USSOCOM doesn't slow-walk programs.

> Stock closed @ $7.18
> After-hours: +37%

The market is starting to understand what this platform is worth!

"Completing the Critical Design Review validates the architecture we've built for safe, scalable autonomy on large aircraft like the C-130J"
> Matt George, CEO

[Anp🅰️nman @spacanpanman]

$MRLN: TD Cowen initiated research coverage yesterday 6/3/26 with a Buy Rating and $11 PT

Roth Capital has a Buy Rating and $15 PT

I think there's a good chance both raise their Price Targets on the completion of USSOCOM CDR

[Jeff Bezos @JeffBezos]

One week later, incredible progress. It’s a 24/7 operation with a solid path forward to launch this year, helped by a lot of luck. @NASA and @USSpaceForce have both been extremely helpful.

This team. Never tell them the odds.

[Tory Bruno @torybruno]

@TravelDeepspace @davill Yes, Blue will rapidly return to flight and be stronger for the journey.

[ASTS Investors 🅰️ @ASTS_Investors]

AST SPACEMOBILE AUTHORISED FOR 10X10 USAGE IN BRAZIL

Scott Wisniewski confirmed to William Blair that they were authorised for 10x10 spectrum usage in Brazil.

$ASTS

[Morgan Brennan @MorganLBrennan]

.@blueorigin targeting return to flight for New Glenn from Cape Canaveral before the end of 2026 - this would be a fast and ambitious turnaround

[Anp🅰️nman @spacanpanman]

$ASTS: ULA Vulcan Centaur will return to service after July! This is the same heavy lift vehicle AST SpaceMobile has booked

[Anp🅰️nman @spacanpanman]

Well sensationalism does sell papers!

[KoolKiller @KoolKiller8]

@SciGuySpace Are you correcting this story as company issued statements last night contradicting to your”heard” story?

[Anp🅰️nman @spacanpanman]

@SciGuySpace Has any of your “I’m hearing” reporting turned out to be accurate to any degree?

[Anp🅰️nman @spacanpanman]

@SciGuySpace Compare and contrast

[Tanner Kirk Ottaway @tottaway22]

Woah, this would be extremely impressive

“We will fly again before the end of this year.”

[KoolKiller @KoolKiller8]

100%🤦

[Anp🅰️nman @spacanpanman]

Feels like this guy is TMF 2.0

All of his early “I’m hearing” doommaxxing reporting has been completely false 🤦‍♂️

[ASTS Investors 🅰️ @ASTS_Investors]

BLUE ORIGIN PLAN TO FLY AGAIN BEFORE THE END OF THE YEAR

Great news for AST SpaceMobile in that the damage to the pad isn't as bad as first feared and they plan to return to flying New Glenn in 2026 🤯

$ASTS

[Anp🅰️nman @spacanpanman]

👀 Short Seller Andrew Left Found Guilty of Securities Fraud

By Erik Larson

06/01/2026 19:59:35

(Bloomberg) -- Andrew Left, one of the world’s most prominent short sellers, was found guilty of securities fraud by a federal jury after a landmark trial that scrutinized his use of social media to move the price of stocks.

The verdict was handed down Monday in Los Angeles following a three-week trial and two full days of jury deliberations. Left was accused of using explosive tweets about dozens of companies to illegally influence their shares and make a quick profit. Prosecutors said he earned about $20 million from such trades from 2018 to 2023.

[Alexander @AlexfromBabylon]

$ASTS BREAKING: BLUE ORIGIN CONFIRMS THEY WILL BE FLYING AGAIN BEFORE END OF THIS YEAR. MAJOR DELAY TURNED MINOR DELAY.

[Peter LINDM🅰️RK @peterlindmark]

Michael P at $ASTS:

"At AST SpaceMobile Defense, we are proud to support the SDA on the HALO Europa program. We understand the importance of the next-generation technology we have already deployed in space and the impact it has on national security and the warfighting community.

We appreciate the SDA’s forward-leaning approach in enabling companies like ours to demonstrate our capabilities and help meet warfighter needs. Our ability to rapidly produce large dual-use satellites at scale makes our contribution to the nation’s security more important than ever. 

Thank you SDA for your confidence in the AST SpaceMobile Defense team's ability to perform!"

https://t.co/8DtiSJXs0L

[Pir🅰️nha Plant Capital @PiranhaCapital]

“We will fly again before the end of this year.” 🇺🇸 🇺🇸 🇺🇸

[TheKOOKReport @thekookreport]

Really glad I didn’t panic. I thought about it…

$ASTS

[Peter LINDM🅰️RK @peterlindmark]

$ASTS David Limp, BO, on the good news related to damage:

• Continue with NG 7x2
• No need of transporter-erector
• New Glenn will fly again in 2026
• Step by step, ferociously

"I’ve seen some speculation that we might move directly to the 9x4 configuration, but we won’t do that. Rate manufacturing of 7x2 is going well, and we’re going to continue that at pace as planned and store the stages for use. In addition, we had already been working for some time on eliminating our transporter-erector in favor of an alternative vertical conop, and we’ll now go directly to that; so we don’t need a new transporter-erector.

We will fly again before the end of this year. Gradatim Ferociter."