$ASTS: 🚨🛰️ AST SPACEMOBILE ACHIEVES SPECTRAL EFFICIENCY OF 9.89 BPS/HZ ON LOWBAND SPECTRUM
SpaceMob had previously estimated that AST SpaceMobile satellites could reach spectral efficiency of ~4bps/Hz
Guillaume Lebrun, Head of Regulatory Satellite Connect Europe (AST SpaceMobile's European JV), disclosed that recent Block-1 satellite testing achieved 98.9Mbps download speeds on only 10MHz of spectrum - a surprising and technologically astonishing feat
Phased Array SIZE MATTERS™️
$ASTS: 🚨AST SPACEMOBILE CEO ABEL AVELLAN REITERATES GUIDANCE FOR ~45 SATELLITES IN ORBIT BY YEAR END WITH LAUNCHES APPROXIMATELY EVERY MONTH
@CNBC's Morgan Brennan: "45 satellites is still your plan for this year? What does that look like?"
@AST_SpaceMobile CEO @AbelAvellan: "It is, and we're on target. Today, we're shipping the next batch of satellites to the launch pad. We have launches approximately every month. And now it's opening. I mean, we have multiple launch providers as partners, including SpaceX. And we are very excited about what will happen during the year in terms of launches and in terms of multiple launches that we have multiple partners for doing that."
https://t.co/sCtamxaJwZ
@ErickScottCarl Just because you shorted a stock and you are desperate for it to go down. I suggest you go to the casino as you will have quick results)
$AAL American Airlines CEO on debt reduction:
"As of the end of 2024, we have reduced our total debt by more than $15 billion from peak levels in mid-2021, achieving our initial debt reduction goal a full-year ahead of schedule."
@InvestmentGuru_ Jensen Huang planned the student's question to damage the quantum industry!
The truth is that he shits himself because he knows that NVDA won't be able to compete in the sector!
Companies like $Ionq are far ahead and will determine the descent of NVDA. Don't let Jensen fuck you
Jefferies Upgrades $AAL to Buy from Hold, Raises PT to $20 from $12
We're back upgrading American Airlines to Buy in our 2025 Airlines Outlook:
1) Jefferies 2025 EPS estimate of $2.55 is 14% above Street expectations, driven by higher total revenue per available seat mile (TRASM) growth (2.3% vs. 1.8%), despite slightly higher cost per available seat mile excluding fuel (CASM-ex) growth (3.5% vs. 3.3%).
2) The industry backdrop supports low single-digit Mainline TRASM growth (Consensus ~2% for Delta and United), with AAL expected to outperform due to distribution recapture of $1.5 billion from 2024 (each 1 percentage point equals 20% to EPS).
3) The corporate credit (CC) deal locks in $1.5 billion incremental pre-tax growth by 2030 versus 2024.
Our $20 price target is based on 7.5x price-to-earnings versus 10x for other Mainline carriers."
Analyst: Sheila Kahyaoglu
@DavidRi24012971 Lets see, but based on my experience this rally and the valuation is way apart, one earning miss and it will fall sharp. Just being logical nothing against the company just pure number analysis
@undervaluedstxs This is nuts, few will get hurt when this turns and there is no doubt it will, a pullback is coming it will burn a lot of shareholders who are jumping in at these insane price
$PLTR MASSIVE INSIDER SALE:
Palantir's CTO and EVP, Shyam Sankar, sold a staggering $368 million in shares yesterday.
This is the single largest transaction we have seen from this name in over a year. 💰
$SNOW is going to $200+ here is why:
500 customers are now using Iceberg, >4% of customer base, up from 400 priot quarter. Snowpark is hitting all targets. Product sales up +$71M sequentially, 2nd highest QoQ increase in history. RPO +55% YoY. Op Margin +300 bps above estimate.