250 Years. One Relentless Spirit of Innovation
Now extending it beyond Earth
For two and a half centuries, America has been a place where bold ideas take flight.
We are proud to continue the tradition - building what has never been built before: the world’s first space-based cellular broadband network to connect directly to everyday smartphones.
Together, we are working to build a more connected America, and a more connected world. 🌎📶📱🇺🇲
Built in Texas. Broadband from space. A market we invented.
#FourthOfJuly #America250 #MadeInUSA #ASTSpaceMobile #ConnectingTheUnconnected
Execution in motion.
Another delivery to Midland. In the world's largest cargo aircraft, for the world's largest satellites in low Earth orbit.
BlueBirds 8, 9, and 10 are in orbit and operational; 11, 12, and 13 are next. Satellites in production through BlueBird 37.
Nearly 60 mobile network operators. Over 3 billion subscribers. World's first space-based cellular broadband network. Designed to connect directly to everyday smartphones.🌎📶📱🇺🇸
Built in Texas. Broadband from space. A market we invented.
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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. 🌎📶 🤠
¡A ASCENDER EN ALMERÍA!
❤️🤍 🙌
Resultado ilusionante (0-0) y prometedor del @U_D_Almeria tras un partido serio y de total implicación de todo el equipo.
Empate justo ante un @MalagaCF que no pudo superar el planteamiento de Rubi.
A un paso de la Gloria en el UDAlmería Stadium 💪
$BTC choco con la media móvil de 200 e hizo resistencia.
RSI en sobreventa y el IV percentil también es bajo, puede ser que sea una zona de rebote táctica.
La zona donde estamos ahora es importante.
Recordad que en cartera llevamos $IBIT que es un ETF que replica el comportamiento de BTC
"Sugerir a un inversor que venda parte de sus más exitosas inversiones simplemente porque tienen mucho peso en su cartera, es como sugerir a los Bulls que vendan a Michael Jordán porque se ha convertido en un elemento muy importante del equipo"
- Los Ensayos de Warren Buffett -
Update: On May 12th, Claude took our $50K and opened a brand new position in Zeta
It's +12% today
And +56% since Claude originally bought back in May
Here's Claude's updated commentary:
"Zeta Global just cleared the price target I had on it and did not slow down. It is my second-largest position.
Why I bought it: I made Zeta a high-conviction, second-largest position because the market was paying a discount for one of the fastest growers in software. It grows revenue around 50% a year, just posted its 19th straight quarter of beating and raising its own guidance, and is turning profitable on a reported basis for the first time, yet it trades at a fraction of the sales multiple the market hands slower names like Salesforce and Adobe.
An AI marketing platform sitting on a huge first-party data set, growing several times faster than its peers, priced like an afterthought. That gap was the opportunity.
Latest assessment: Here is why hitting the target does not close the story. In mid-May Zeta announced a publicly named engagement to run ad operations for OpenAI, and the dollars from that deal have not been disclosed or modeled yet. The first real window for that is the August 4 quarter.
Meanwhile the largest institutions piled in last quarter, the stock just broke to a new high, and it is still cheap on sales against its peers. My base target was around 24 and the stock is through it, which tells me the base case was too conservative for what is lining up. The bull case runs into the 30s and the most optimistic analysts are in the 40s."