AI, Machine Learning, NLP and all things data
Joined July 2009
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Link to my Due Dilligence threads on various stocks:
$ASTS
Understanding the financials of ASTS
nitter.cf/steve_larrison/status/…
The business model of ASTS
nitter.cf/steve_larrison/status/…
ASTS - the testing process of BlueWalker 3
nitter.cf/steve_larrison/status/…
$ASTS
The launch and testing of Blue Walker 3 - an open thread (For people who are following ASTS, please contribute to this thread so that we can form a public knowledge base)
New 8-k filing with SEC from AST SpaceMobile.
investors.ast-science.com/no…
The Launch Service Agreement that AST entered into with SpaceX last March has been modified.
The original agreement covered BlueWalker 3 and the first 2 BlueBird Satellites as independent
$ASTS
#SpaceMob
I guess this puts the Iridium/QualComm D2D system in second place to AST SpaceMobile
$ASTS
#SpaceMob
In a surprising turn of events @SpaceX today withdrew all three @FCC filings for direct-to-handset cellular service to be provided from Starlink satellites filed in 2022 and detailed below. Reasons are unknown yet.
H/T: @JRyanThomp
It looks like it is just a refilling of the application for D2D
nitter.cf/jryanthomp/status/1623…
@SpaceX appears to have refiled its MSS applications as amendments/mods for its Gen 2 system, one for the PCS G block (bit.ly/3I6Nj2D) and one for L-band and S-band (bit.ly/3RFeOUi)
@Megaconstellati
Steve Larrison retweeted
Excellent Call! See Link Below 👇
Check out this job at AST SpaceMobile: linkedin.com/jobs/view/34627…
Has a kicker ever been cut at half time of a playoff game? Asking for a friend.
#MaherMisses
OK, before the next PAT, the Cowboys need to commit a bunch of penalties so it will be the equivalent of a 60 plus yard field goal.
Maher is gold from that distance.
#MaherMisses
An absolute must read thread from @thekookreport
I had some similar thoughts here, but wanted to use this insight tweet by "Matt" to think out loud a bit about the news flow that $ASTS might choose to orchestrate (it'll happen regardless) to make the stock a "must own" throughout 2023. Let's talk out loud
36/37 For AST management, demand for the Snapdragon Satellite chipset (as opposed to premium offerings from QualComm without Iridium integration) can serve as a signal for appetite for satellite communications in the larger cell phone industry.