G🅰️V Mac

NCSU engineering alumni. Mainly use this page to speculate on stocks. NFA $ASTS

[G🅰️V Mac @gavmac12]

@Reformed_Trader I’m wondering where all this capital will rotate. I’m sure a good bit will go to SpaceX, but I wonder if some of it will flow into space stock proxies next week. Complete reset across the board right now

[G🅰️V Mac @gavmac12]

@DWDInvesting @redrum_2001 The question is where does the left over capital flow once the IPO begins. I’m hoping the space sector. Makes the most sense to me. Hard reset across the board today

[G🅰️V Mac @gavmac12]

It’s been pretty common for $ASTS to retest the original breakout line right before a big run up

[G🅰️V Mac @gavmac12]

$ASTS

Imagine this is just a big breakout/retest

[G🅰️V Mac @gavmac12]

@DWDInvesting @redrum_2001 If Elon musk was not the CEO of SpaceX then we wouldn’t even be mentioning SpaceX as serious competition for AST imo. AST has the tech moat, subscriber base (MNO) moat, and doesn’t depend on the largest rocket ever to establish launch cadence in order to get their sats up

[G🅰️V Mac @gavmac12]

@tuff_4r

[G🅰️V Mac @gavmac12]

Reminder that coverage for key areas (beta testing) can be achieved with 20-25 satellites. Thus cash flow breakeven is also at 20-25 satellites. Huge overreaction today in the market

$ASTS

https://t.co/cKbjcQFkvT

[G🅰️V Mac @gavmac12]

@Reformed_Trader @okokokokoko21

[G🅰️V Mac @gavmac12]

@thekookreport Yes

[G🅰️V Mac @gavmac12]

@spacanpanman I think we see some shorts add here. You know they can’t help themselves lol. Then they get washed out when management releases their pivot plan (ULA Vulcan, ISRO, etc) and we go higher

[G🅰️V Mac @gavmac12]

@thekookreport Let them panic in peace Kook.. I want to load more calls anyway

[G🅰️V Mac @gavmac12]

@prosperousguy That’s true, forgot about that. The point I’m trying to make is that Starlink makes up the majority of their revenue. More of a bullish AST post than bearish SpaceX lol

[G🅰️V Mac @gavmac12]

$ASTS at $300 is still only 6% of $SPCX IPO market cap btw

[G🅰️V Mac @gavmac12]

@prosperousguy Starlink makes up about 70%+ of their revenue so I’d say a lot. AI is just a cash burning machine for them

[G🅰️V Mac @gavmac12]

@d_pf86 Congrats!

[Anp🅰️nman @spacanpanman]

$ASTS: Speed comparison of current production satellites in space

Broadband
1st Gen Block-1 Sat = 98.9Mbps per cell
2nd Gen Block-2 Sat = ~200Mps per cell

Narrowband
V1 Starlink DtC = 7mbps per cell

[G🅰️V Mac @gavmac12]

@kingtutcap Holding a 2x short leverage ticker for 2+ years. Yep he’s a genius. Then posts an AI chat box session as “proof” of the genius move he made to exit lol

[G🅰️V Mac @gavmac12]

@Reformed_Trader @spacanpanman