n00bri🅰️n

It ain't what you don't know that gets you in trouble. It's what you know for sure that just ain't so.

[n00bri🅰️n @n000brian]

@saylor @leadlagreport

[Dave Limp @davill]

Some LC-36 updates. Now that we’ve had access to the pad and integration facility we can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower is also good. The big support tower is damaged, but it can be repaired in place rather than torn down and replaced. The booster “Never Tell Me The Odds” and the three GS-2s that were onsite in the integration facility also look good.

I’ve seen some speculation that we might move directly to the 9x4 configuration, but we won’t do that. Rate manufacturing of 7x2 is going well, and we’re going to continue that at pace as planned and store the stages for use. In addition, we had already been working for some time on eliminating our transporter-erector in favor of an alternative vertical conop, and we’ll now go directly to that; so we don’t need a new transporter-erector.

We will fly again before the end of this year. Gradatim Ferociter.

[n00bri🅰️n @n000brian]

@davill Excellent news!

[Mark Gadala-Maria @markgadala]

How can anyone see this and think AI art isn't real.

Credit: trisock

[n00bri🅰️n @n000brian]

@KarmaCollects @Cyntaxed007 The thrill is in trying to remain relevant. It’s all about the suspense, the hype, and the lead up.

[n00bri🅰️n @n000brian]

@Cyntaxed007 @RepThomasMassie Hell hath no fury like a woman scorned

[n00bri🅰️n @n000brian]

@ulalaunch @Amazonleo Congratulations ULA!

[NASA Administrator Jared Isaacman @NASAAdmin]

NASA is aware of the anomaly that occurred tonight at Launch Complex 36 involving Blue Origin’s New Glenn rocket at Cape Canaveral Space Force Station. 

Spaceflight is unforgiving, and developing new heavy-lift launch capability is extraordinarily difficult. We will work with our partners to support a thorough investigation of this anomaly, assess near-term mission impacts, and get back to launching rockets.

We will provide information on any impacts to the Artemis and Moon Base programs as it becomes available.

[n00bri🅰️n @n000brian]

@JeffBezos If rockets were easy, everyone would do it.
Keep up the great work.

[n00bri🅰️n @n000brian]

@LuckyStuey Alright, for this one you get credit. You did well come tomorrow. I can razz ya, but also give you credit where credit is due. ASTN will print tomorrow.

[n00bri🅰️n @n000brian]

@LeoCapital_01 @blueorigin @SpaceX Rational and well-said.

[Leo Edge @LeoCapital_01]

@blueorigin 's New Glenn just exploded during a static fire at LC-36. $ASTS is down 6% after hours. Before you do anything, read this.

No $ASTS satellite was on this rocket. This was a test firing with no payload.

BB8, BB9, BB10 are launching mid-June on a @SpaceX Falcon 9. Different rocket. Different pad. Completely unaffected. The most important near-term catalyst hasn't changed.

The 45-satellite target for 2026 does not depend on New Glenn. ASTS can hit it on Falcon 9 alone.

What IS a legitimate concern: $ASTS wanted multiple launch providers to avoid depending on @SpaceX - who is also their competitor. New Glenn being grounded again means more reliance on @SpaceX for future launches. That's not ideal but it's manageable. ULA Vulcan and ISRO remain alternatives.

What IS NOT a concern: the next launch, the constellation timeline, or the fundamental thesis. Nothing about tonight changes the $740B D2D TAM, the carrier JV, the EU sovereignty decision, or the SpaceX S-1 repricing.

Algo and some retail will see "Blue Origin explosion" and panic-sell $ASTS because of the BB7 association. That's emotion, not analysis.

The thesis hasn't changed. The June launch hasn't changed. Breathe.
$ASTS 🛰️

[n00bri🅰️n @n000brian]

@TheRealMJDimino You called it!

[n00bri🅰️n @n000brian]

@srkntnyldz It was iced tea.

[n00bri🅰️n @n000brian]

@daviddunn177 I'm going to assume you also see George Floyd as one of your heros?

[n00bri🅰️n @n000brian]

@SpaceGrammys @LuckyStuey - you going to hold overnight and see what happens tomorrow?

[n00bri🅰️n @n000brian]

@mathlonning

[n00bri🅰️n @n000brian]

@TheDemocrats Democrats are beyond retarded.

[n00bri🅰️n @n000brian]

@Spybef0rey0ubuy You're falling into the fundamentals fallacy. Try to grasp the massive TAM on their front door and you'll understand why institutions remain bullish.

[n00bri🅰️n @n000brian]

@hxxntrr Note that you are not able to sell options against your positions if you take a SBLOC