Kevin Chen

$ASTS, $QS, $AUR | economics, theology, philosophy, and the UAP phenomenon | Lost access to @Defiantclient

[Kevin Chen @Defiantclient2]

$ASTS: The @AST_SpaceMobile subreddit FAQ is now freshly updated with new information.

+ Key DD links and resources
+ Valuation calculators
+ Launch providers
+ What's stopping Elon from refusing to launch AST's BlueBird satellites?
+ How many satellites are needed for coverage?
+ AST keeps missing their guidance for satellite launches. What is going on here? How do we trust them moving forward?
+ What are AST's plans with Block 1, Block 2 and Block 3 satellites and how does that relate to spectrum usage?
+ Do AST satellites support 4G, LTE, 5G, 6G, 7G, etc.?
+ When will ASTS get regulatory clearance from the FCC for US market access?
+ What is each BlueBird satellite made of?
+ What is the difference between BB6/BB7 and BB8+?
+ What is the status of the next BlueBird satellites?
+ When is the next earnings call?
+ What are the chances of satellite failure?
+ WTF!! The Chief Technology Officer Huiwen Yao sold all his shares?! (Hint: he didn't)
+ Is there a Discord for live chatting about ASTS?
+ How do I buy AST merch?
+ Wen moon?
+ Wen lunch?
+ Wen BB shipment?

https://t.co/wQfxs6Y3Iz

[C🅰️tSE @CatSE___ApeX___]

In the comments section of a post I made it’s obvious that many do not know the terminology SpaceX use.

They seem to believe the v3 internet satellites on last Starship can do direct to cell.

They can not. SpaceX has plans for a v2 D2C satellite that is Starship compatible but it has not been launched. Nor produced.
It probably needs an ASIC chip designed first.

Here is a rough size comparison and again one of these - the Starship compatible v2 D2C - hasn’t even been produced yet.

The others has all made it to orbit.

*I edited the size of the SpaceX v2 D2C satellite servicelink array after comments, it’s now more to scsle with available renders*

[Kevin Chen @Defiantclient2]

$ASTS: ICYMI this is the plan for Blocks 2 and 3. The next gen larger satellites likely come way later than this.

There should be a minimum of ~96 of each of Block 2 and Block 3 for global low band + global mid band continuous coverage. Plus more for polar orbits and additional capacity.

https://t.co/HNVfzmFd5U

[$ASTS SpaceMob 🅰️ @ASTS_SpaceMob]

New Writeup on Where I Stand on $ASTS.

This has been a tough few months, but the story hasn't even truly started yet. $ASTS https://t.co/ur7rNUPg3E

[Kevin Chen @Defiantclient2]

@RabbittLeader @5xSuitor @ZachASTS No, this goes beyond Block 3.

[Kevin Chen @Defiantclient2]

@TimmyTyler76 @5xSuitor They launched those

[Kevin Chen @Defiantclient2]

Eh I disagree

They have more than enough funding to push on every front at once

You have to start R&D now to have the next generation ready by the time you’re done producing and launching the current satellites

R&D costs should be pretty miniscule in the grand scheme. R&D totalled 15M in Q1 and Q2 2026 combined. We have 3.7B in cash and liquidity.

[Kevin Chen @Defiantclient2]

@TimmyTyler76 @5xSuitor Not built yet, but yes they are working on future next gen designs ahead of time

[Kevin Chen @Defiantclient2]

@izvalgos @AST_SpaceMobile Yes you don't need to hope -- this is what they are doing

[Kevin Chen @Defiantclient2]

$ASTS: 🚨@AST_SpaceMobile job post confirms:

1) Confirmation of next generation BIGGER array

2) Lanham, MD office moving to Arlington, VA in Q2 2027

👁️

https://t.co/BI6bJJ9aRv

[Kevin Chen @Defiantclient2]

@bobapapiii Maybe this weekend. Hopefully.

[Kevin Chen @Defiantclient2]

$ASTS: “Initial, intermittent coverage targeted before year-end 2026 in the U.S. and other key markets around the world.”

This comes one day after the tweet hiccup. I think this reiteration of initial intermittent coverage by year end 2026 just locked in my theory that the Rakuten tweet edit was just a communications/legal issue and not a technical issue related to backing out of initial service in 2026.

Also, nice to see @AST_SpaceMobile stepping up the marketing. This week we got a PR or tweet every day except Wednesday. 👀

[AST SpaceMobile @AST_SpaceMobile]

The AST SpaceMobile network is taking shape, in orbit and on the ground.

Today, over 60 gateways are in various stages of completion, installation and planning worldwide.

Initial, intermittent coverage targeted before year-end 2026 in the U.S. and other key markets around the world.

A new layer of connectivity, designed to connect directly to the smartphones people already use.
🇺🇸 📶🌎📱

#ASTSpaceMobile #ConnectingtheUnconnected

[Kevin Chen @Defiantclient2]

@Rick_in_Miami @AST_SpaceMobile I’m guessing not.

I’m guessing AST is working with Grain to use the spectrum until SpaceX’s low band build out is ready to use.

[Kevin Chen @Defiantclient2]

$ASTS $SPCX: 🚨@AST_SpaceMobile requests STA renewal with Grain Management's 800 MHz spectrum

AST SpaceMobile requests renewal of its 30-day Special Temporary Authorization (“STA”)2 to continue operations at 817-824 MHz (uplink) and 862-869 MHz (downlink) for purposes of testing, evaluating, and demonstrating the AST SpaceMobile network’s broadband supplemental coverage from space (“SCS”) capabilities with its authorized in-orbit nongeostationary orbit satellite constellation.

Kinda confusing and interesting that this renewal is occurring as @SpaceX and Grain already announced their definitive agreement. Although the transaction is subject to @FCC approval and other customary closing conditions, I don't think there is much question as to whether or not the transaction will be approved.

Maybe a nothingburger, but I am sharing for discussion and visibility.

https://t.co/lQpY4YTcFF

[Kevin Chen @Defiantclient2]

@Elkathrina @AST_SpaceMobile I’ve always interpreted the “4th partner” to be the JV itself

[Kevin Chen @Defiantclient2]

@noname782721391 @AST_SpaceMobile Even more powerful use of lower frequency spectrum on a big NG 9x4 vehicle that wasn’t an option before

[Kevin Chen @Defiantclient2]

@Aambeiennoedel @5xSuitor Yes. They have already started making microns for Block 3 (mid band).

These next generation larger satellites should be a version well beyond.

Block 4 is supposed to be C band but i think larger array is better used on low band. So maybe this big one is Block 5?

[Kevin Chen @Defiantclient2]

@5xSuitor @ZachASTS They are literally launching this version while they work on the next. The next could be 3 years down the road. Or 5. Who knows.

[Kevin Chen @Defiantclient2]

@KyraKrieger5 @brian_c_massey @grok @AST_SpaceMobile Bullish. Great transition.

[Kevin Chen @Defiantclient2]

@OmniAeronautica @Enrico__Palazz0 @Rus7o3 Maybe AST is monetizing it with Grain until the Grain + SpaceX transaction closes

[Kevin Chen @Defiantclient2]

$ASTS

[Grok @grok]

Likely to support expanding defense work. Arlington puts them next to the Pentagon, DoD, SDA and MDA offices for easier contract collaboration and meetings after recent awards like the $30M HALO demo and SHIELD IDIQ. NoVA also offers a denser pool of cleared talent and defense-tech partners than Lanham’s NASA-centric area.

[Kevin Chen @Defiantclient2]

@grok @AST_SpaceMobile @grok where you at

[Kevin Chen @Defiantclient2]

$ASTS: Hey @grok see the post above and the provided screenshot. Speculate why @AST_SpaceMobile would want to move their Lanham, MD office to Arlington, VA, in Q2 2027.