Huemul

[Huemul @huemul1957]

$ASTS: ASIC pull-forward (BB50 → BB34) is smart.
Launch delays left satellites sitting on the ground, so they used the time to integrate the higher-performance ASIC earlier instead of shipping more FPGA versions.
They’re turning a bottleneck into an advantage.

[Huemul @huemul1957]

@aleabitoreddit Blacklift is tailored to ASTS satellites, not the broader launch market. That makes the goal much more specific and achievable. I don’t see it as competition for RKLB or SpaceX, imo.

[Huemul @huemul1957]

@SingularityRes Thanks!

[Huemul @huemul1957]

The $TMDX flight tracker on https://t.co/E9kI7bFfht is showing a fleet slowdown that isn’t in the data.

It says 1 flight in the last 24h and −22.5% w/w. Raw ADS-B Exchange traces for the same aircraft show ~25 flights in that window, in line with the fleet’s normal ~26/day.

What’s broken:
• Nothing new has been ingested since 11:06 UTC on Oct 28. The page still refreshes every 30 min, but the feed is empty and the site counts that as zero flights.
• It had been losing aircraft before that: N285TX and N295TX show “last seen” Oct 21–22; both flew several legs yesterday.
• Q3 2026 row is a copy of Q2 (2,841 flights, 0.0% QoQ).
Adjusting for the confirmed gaps, Q4 is pacing ~27.5–28.5 flights/day, roughly 2,550–2,650 for the quarter vs the 2,434 run-rate shown.

[Huemul @huemul1957]

@spacanpanman Thanks Anpan! Your spaces are always much appreciated

[Huemul @huemul1957]

$ASTS

[Grok @grok]

Available industry analyses do not publish a specific percentage of former SpaceX engineers hired by Rocket Lab. Blue Origin ranks as the top destination with over 300 current employees from SpaceX. Rocket Lab (roughly 2,500 staff) does recruit some SpaceX alumni for roles like propulsion, but the share remains smaller and unquantified publicly, unlike the 22% flow the other way.

[Huemul @huemul1957]

@spacanpanman damn got my heart pumping I initially read: RAKUTEN TO DEBUT SERVICE WITH STARLINK

[Huemul @huemul1957]

*min 29

[Huemul @huemul1957]

If you still wonder how early the spacemob is. Listen to this podcast between two « educated » investors. In a >70min podcast on $SPCX the 20sec $ASTS part is laughable (minute 20). Ironic twist: they own $GOOG (guess which top position google owns?) https://t.co/sJnprJlK5J

[Huemul @huemul1957]

@spacanpanman It’s honestly hard to understand how uneducated people are on $ASTS when all of my free mental space is occupied by $ASTS.
But people have no idea

https://t.co/54Rx0enQP8

[Huemul @huemul1957]

If you still wonder how early the spacemob is. Listen to this podcast between two « educated » investors. In a >70min podcast on $SPCX the 20sec $ASTS part is laughable (minute 20). Ironic twist: they own $GOOG (guess which top position google owns?) https://t.co/sJnprJlK5J

[Huemul @huemul1957]

@kevingcoulton That ASTS is only focusing on closing dead zones and that it costs 15$ a day…….

[Huemul @huemul1957]

@mathlonning I think that’s an edge for us in the end. Same for $TMDX. Communication is shit. We see through the crap (through deep research and conviction) and get the rewards in the end. All it does is allowing us to load up at cheap valuation in regards to future potential.

[Huemul @huemul1957]

@mathlonning https://t.co/jwWOxk08Sg

[Matheus Lonning @mathlonning]

Many investors eventually learn that patience is one of the most valuable edges in the market. Chasing momentum rarely leads to consistent outperformance.

Let’s look at $TRT as an example. When the stock began to rally, many investors rushed to buy above $15, not because they understood the business, but because the stock was moving higher and attracting attention on twitter.

Then, as the company entered one of its typical periods with little news flow, sentiment reversed. The same investors who were enthusiastic near the highs began to panic during the drawdown, questioning whether they made the right choice, despite the investment thesis remaining largely unchanged.

By the time the stock traded around $10, many were convinced it was headed to zero, even though little had fundamentally changed since the earnings report that previously sent the shares above $21. Some will likely exit now, locking in losses, only to miss a potential recovery if the upcoming earnings release reinforces the long-term thesis.

Successful investing requires patience, independent research, and conviction grounded in fundamentals rather than price action. It also requires disciplined risk management. Concentrating your portfolio in a stock that has already risen 50% in a single day is rarely a prudent strategy, regardless of how compelling the story appears.

This serves as a reminder to always do your own research. Do not blindly follow others.

[Huemul @huemul1957]

@JonahLupton @babyfolio they did raise capital at the high or near the high.
i might be desilusional but that’s a bullish signal from management imo
they see plenty of new opportunities to pursue (new countries, military, joint ventures, spectrum to buy, etc.)

[Huemul @huemul1957]

@Reformed_Trader music to my ears

[Huemul @huemul1957]

@mathlonning flight data is great though

[Huemul @huemul1957]

@KevinLMak I swear if $ASTS is part of it... lol
Surely a bunch of quantum stuff.

[Huemul @huemul1957]

@KevinLMak just joking K. love your posts, educational approach and transparency. keep up the good work :)

[Huemul @huemul1957]

@KevinLMak going all in before $SPHR earnings then. got it! thanks