Rospark

Rehabilitated cigar butt investor. Nothing I write is advice.

[Rospark @rospark750]

@garrytan While this is truly insane, what’s worse is that he gets such overwhelming support from his constituents

[Rospark @rospark750]

@realroseceline Didn’t mean to imply that. Many of the business models in the space basket are ng. Just commenting on a different mental model to apply to this sector. If open minded you may find there are some very interesting platforms being built with potential Saas like future economics

[Rospark @rospark750]

@spacanpanman @FuzzyPandaPA Inverse Panda

[Rospark @rospark750]

@lazereater If they can build an appropriate amount of market share in NP I would prefer they invest in appropriate scaled manufacturing. Have not done the work to see how far Kentucky can take them in terms of annual cans. Until then, agree on buybacks around these levels

[Rospark @rospark750]

@Reformed_Trader Seems that the space basket is being used as liquidity today to fund SPCX allocations this morning. Will be interesting to see how this resolves through the day.

[Rospark @rospark750]

@kingtutcap Congrats! Great call

[Rospark @rospark750]

@KarstResearch Agree. I think you are speaking to the one actual advantage an individual theoretically has, which is patience to own whatever you want for however long you want with no risk manager, edgy LPs, or fundraising bs to deal with.

[Tanner Kirk Ottaway @tottaway22]

$ASTS to test radiolocation capabilities for US SDA

[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.

[Rospark @rospark750]

“Sir, the $ASTS shorts are demoralized"

"Blow up New Glenn"

"Sir, $ASTS is down 20%"

"Good, get them all in"

"Sir, shorts are loaded again"

"Announce more launches with SpaceX, ISRO and Vulcan. Confirm 40 sats in 2026. Crush them"

[Reformed Tr🅰️der @Reformed_Trader]

$ASTS so far the reaction is confirming the demand zone is alive and well

[TheKOOKReport @thekookreport]

Imagine Lauren Sanchez today looking Jeff in the eye and saying, “remember who you are.” Don’t fvcking short Jeff. I bet we’ve unleashed the true monster that reset the global economy.

$ASTS

[AST SpaceMobile @AST_SpaceMobile]

Convoy complete.

BlueBird 9 has officially arrived at Cape Canaveral,  ahead of the next Falcon 9 launch campaign.  🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀

Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected

[AST SpaceMobile @AST_SpaceMobile]

The last BlueBird in the convoy is on the move.

BlueBird 9 has officially left our Texas facilities and is heading to Cape Canaveral to reunite with BlueBirds 8 and 10.

Next stop: the launch pad.🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀

Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[David Lieb @dflieb]

Founders overestimate how hard it is to become a top 100 expert on most subjects.

For most things you need to solve, there’s usually a very clear path: just go do the work, obsessively, and become friends with everyone else doing it.

[Rospark @rospark750]

$ASTS is a steal at today’s market cap.

WSJ: Last year, the Starlink division was responsible for $11 billion of revenue, which amounted to more than 60% of the company’s total sales. It was the most valuable part of the business—and the only profitable one.

[Rospark @rospark750]

@Reformed_Trader

[Rospark @rospark750]

@lhamtil @KarstResearch The stock market is a device for transferring money from the impatient to the patient.

[Rospark @rospark750]

@spacanpanman @Defiantclient2 Yeah it doesn’t sound like they view themselves as key enabling global infrastructure or a partner of choice for the connectivity industry.

[Rospark @rospark750]

@Reformed_Trader Coincidental timing, jamming this IPO filing in light of the MNO JV announcement. Hoping the market is slow to realize who will capture the majority economics of the $740 billion connectivity TAM.