City of Endless Possibilities 🅰️l

**Nothing I tweet is investment advice**

[City of Endless Possibilities 🅰️l @endless_frIank]

$ASTS
Incase you didn’t look at the date. September 13th 2024. I am from the future.👇🏼😉

[City of Endless Possibilities 🅰️l @endless_frIank]

When do the shorts give up on
$RKLB
and
$ASTS
?

These are possibly the worst stocks to short in history, even worse than the morons who were buying Lucid and Rivian at 80b when I was hammering puts on them.

[City of Endless Possibilities 🅰️l @endless_frIank]

$ASTS
Some very important nuggets in this post by CatSE.
https://t.co/FRthxxxMoB

[C🅰️tSE @CatSE___ApeX___]

I think that $ASTS block2 satellites are very complex and needs on orbit tuning and testing and I believe that none is perfect just yet. They’re software defined and being perfected. They test and tune iteratively.

So something is sub perfect with every single satellite launched.

But the risk of veing wrong as in ”of no commercial or government use” I’d say sub 5% risk.

It’s in bar configuration. It’s very low drag and stable. So ADACS, including reaction wheels is working, TT&C is obviously working as SupGPs are produced so it looks perfectly nominal.

Company would be obliged to file to SEC within 4 days if something is that level of ”wrong”

Spoiler: They haven’t. Instead they filed with fcc saying all is well with the satellites.

[City of Endless Possibilities 🅰️l @endless_frIank]

$ASTS
God how we could use some positive news catalyst right now. So tired of watching this fraud market sell every level as if human beings are out there with a need to sell this stock after 15 months of nothing.

[City of Endless Possibilities 🅰️l @endless_frIank]

$ASTS
Kook saved me. I was about to change my account name to “No More Capital”, but he kept me in the game and now only up days are allowed.
https://t.co/MXzX9JZHGD

[Endless Capit🅰️l @endless_frank]

$ASTS Good Morning SpaceMob. Feeling optimistic today. Our time is near. This has been the deepest pullback in price and 2nd longest pullback in time since the stock went to $2 back in 2024.

Also the macro is starting to improve(see rates and oil this AM) right as seasonals turn bullish and production bottlenecks begin to move towards the rearview mirror.

[City of Endless Possibilities 🅰️l @endless_frIank]

Tom Lee will finally be right.

[City of Endless Possibilities 🅰️l @endless_frIank]

$ASTS
Good Morning SpaceMob. Feeling optimistic today. Our time is near. This has been the deepest pullback in price and 2nd longest pullback in time since the stock went to $2 back in 2024.

Also the macro is starting to improve(see rates and oil this AM) right as seasonals

[City of Endless Possibilities 🅰️l @endless_frIank]

I guess it’s over. Everything going to 0. Hide your wife. Hide the kids.

Country under attack, fraud everywhere. Algorithms trade back and forth until you go broke. Nothing worth investing in when the system is corrupt.

Should have sold everything in May and went away.

[City of Endless Possibilities 🅰️l @endless_frIank]

Warsh sounds hawkish. He’s so focused on inflation and concerned while saying labor market risks are balanced, but then you look at their forecast and see one more hike in this entire cycle.

Watch what they do, not what they say.

[City of Endless Possibilities 🅰️l @endless_frIank]

Median forecast is for one more hike over the next 16 months.

Time for all the vaginas in the Hedge Fund/CTA world to start regrossing.

This isn’t a rate hiking cycle. Fed funds are not starting at 0% like they were 5 years ago.

Carry on.

[City of Endless Possibilities 🅰️l @endless_frIank]

$ASTS
I think I figured out why
@thekookreport
and
@spacanpanman
get defensive when
@Reformed_Trader
and I are critical of management and its communication/PR ability.

Because it’s bad enough having to deal with lying frauds like Dim Spacebar and
https://t.co/4TzuoRpEV3

[Stuart Taylor @LuckyStuey]

$ASTS this would be a better post if RT wasn't continuing to block critical thinkers from responding.

Word on the street at WSBW Paris is that ASTS management is refusing to say anything about BB11, even to close partners in private meetings...

[City of Endless Possibilities 🅰️l @endless_frIank]

$ASTS
We will trade over $80 before the end of this week. Put me on record.

[City of Endless Possibilities 🅰️l @endless_frIank]

I’m calling this now.

The Fed which went from hawkish to more dovish in its last Fomc statement on July 29th with a 9-3 vote to not hike will in fact surprise the market today and hold.

No rate hike today. Feel it in my gut for the below cited reasons
https://t.co/OagTeridKl

[Stephen Miran @SteveMiran]

I argued on CNBC this morning that:

1. The data have been consistent with not hiking rates. Core CPI came in at the lowest level since March 2021, and core PCE is about to be revised and brought closer in line with the less error-prone CPI levels. We are getting the evidence we need that the spring was consistent with a one-off energy shock, as core PCE moving averages slope down and come in line with a forecast to be back at target in the period after monetary policy lags, i.e. in about a year. We know from Trichet that hiking into an oil shock doesn't lead to the best outcomes.

2. If you held in June and July and become more hawkish as the inflation data come down, it speaks to an incoherent reaction function. The market needs to believe there is an economic framework underlying monetary policy decisions and they are not being made randomly. Typically, a central bank becomes more dovish as inflation data and forecasts come down, not more hawkish. If the Fed hikes, when the dust settles, I think this will speak to a larger credibility problem as the reaction function will appear closer to randomness than to a mapping from inflation data to policy outcomes. This would entail the need to specify why hiking was consistent with declining inflation data in an economically coherent framework, which to date has not been done.

3. The oft-repeated argument that the Fed needs to hike "to control the long end" is problematic. The premise is invalid: with term premia and inflation expectations well behaved, the move higher in long yields has been a result of improved growth expectations, i.e. a good increase in yields rather than a bad increase in yields, and not one that needs to be fought (other than in the sense of smoothing volatility as Treasury is doing through buyback liquidity). Moreover, even if one views "controlling the long end" as a valid goal for monetary policy, hiking in this environment will be counterproductive as a) an increase in short-term funding costs is only going to be passed through and raise long yields given the shifting buyer base for Treasurys; b) history doesn't really show that long yields come down with Fed hikes; and c) the incoherence of the reaction function will, when the dust settles and after initial reactions, lead to higher and not lower risk premia.

4. What, then, is the argument for hiking? Atmospherics. Market pricing and not wanting to cause additional volatility given market pricing. With well-anchored inflation expectations and the inflation data on the right path, credibility isn't really at risk here.

The argument "inflation has been high for x months" is backward-looking. Given monetary policy lags, policy has to be set for Q4 of 2027 and Q1 of 2028. Setting policy based on what happened in 2023 or 2024 or even 2026 is the type of thing Milton Friedman's "fool in the shower" would do.

[City of Endless Possibilities 🅰️l @endless_frIank]

Strong rallies started the day after the last 3 fomc statements which were all less consequential meetings relative to today’s expected rate hike.

Thus hedging is likely more prevalent today than it was for those meetings. This means it’s even more likely a rally occurs again.

[City of Endless Possibilities 🅰️l @endless_frIank]

Endless Capit🅰️l
@endless_frank
·
7分钟
$ASTS
FWIW, for the new people, I remember pretty clearly when SpaceMob has had disagreements or arguments in the past and they all tend to coincide with major bottoms.
https://t.co/grnx5qEwiU

[TheKOOKReport @thekookreport]

@Reformed_Trader Endless Reformed.

[City of Endless Possibilities 🅰️l @endless_frIank]

$ASTS
Yesterday and today are going to combine for the lowest 2 day volume total for AST Spacemobile this year.

I think it’s safe to say everyone has given up and/or nobody is paying attention to us anymore.

That‘s when things can change and surprises happen

[City of Endless Possibilities 🅰️l @endless_frIank]

$ASTS
When I’m loaded again next year I don’t want to hear any bitching or jealousy from friends, family, colleagues, fellow coaches or anon’s on X.

This has been absolute torcher and I’m STILL here day in & day out fully invested while monitoring the situation for everyone. 😆

[City of Endless Possibilities 🅰️l @endless_frIank]

$ASTS
Don’t invest in space companies unless you’re a sick person and enjoy the feeling of de*th by 1000 cuts.

That’s the best investment advice you’ll ever get. Also, this is not investment advice.

[City of Endless Possibilities 🅰️l @endless_frIank]

$ASTS

[City of Endless Possibilities 🅰️l @endless_frIank]

$ASTS
I know I’ve been off my rocker lately because the stock has been driving me nuts, but reiterating here that myself nor any long term investor here is at all close to giving up on this story.

Whoever you are shorting this thing, you’re going to hit a wall soon.

[City of Endless Possibilities 🅰️l @endless_frIank]

$ASTS
Looks like we have a satellite shipment coming today or in the next 2 days which means more will ship within a week. They may not be far behind schedule after all. (So now you can stop crying in the casino Frank)

[City of Endless Possibilities 🅰️l @endless_frIank]

👀

[City of Endless Possibilities 🅰️l @endless_frIank]

$ASTS
Did Big John Joyce get angry and elbow drop BB15-16 or something?

Like how long is this going to take? Can’t we skip a couple and come back to them or is the whole manufacturing facility shut down while they peel JJ off the ruble?

Asking for a friend.