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Scuzzy🧇 (@CaptainScuzzy) profile picture

Scuzzy🧇

@CaptainScuzzy

🅰️

Joined November 2021
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$ASTS Brisanet's CEO said on today's Q3 call that Brisanet will build ground stations in 2027 to run AST SpaceMobile service on its 700 MHz band, targeting a commercial D2D launch in 2028 in Brazil's Northeast and Midwest.
Telesintese (@telesintese) profile pictureTelesintese@telesintese14h
A Brisanet em parceria com a AST SpaceMobile, prevê uso de 700 MHz para conectar celulares em áreas remotas; companhia vai investir em infraestrutura em 2027. 👉🏻 Saiba mais em nosso Site: telesintese.com.br/brisanet-… #Brisanet #ASTSpaceMobile #Satélites #D2D #Telecom
Image from Telesintese (@telesintese)
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$ASTS $SPCX VIVO's CEO said today 10M of 50M eligible customers used its Starlink satellite service in two weeks. Yes, it is free for a year. Free is how you learn if anyone cares, and 10M did, for messaging only. AST is authorized in Brazil for broadband D2D with TIM.
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*Walter Bloomberg (@DeItaone) profile picture*Walter Bloomberg
@DeItaone16h
$NVDA - *NVIDIA PREPARING TO OUST NVIDIA CEO JENSEN HUANG: WSJ
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*Walter Bloomberg (@DeItaone) profile picture*Walter Bloomberg
@DeItaone16h
NVIDIA CEO JENSEN HUANG HAD SECOND ALLEGED AFFAIR WITH COMPANY EXECUTIVE Nvidia ($NVDA ) CEO Jensen Huang reportedly had an extramarital relationship with Kimberly Powell, the company's VP of Healthcare, according to five former employees cited by The New York Times. The two were reportedly seen being affectionate at Nvidia's March conference, raising potential conflict-of-interest concerns. The allegations emerge as Nvidia's board investigates Huang's separate affair with a woman US intelligence identified as a suspected Chinese spy. Nvidia declined to comment on the new report.
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$ASTS another shipment received. 8 pieces, 25,750 lb from SVS Telekomunikasyon (Turkey) to AST & Science, arrived Nov 7. That is SVS's second delivery in a month, after October's radomes and AC systems.
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$ASTS $FLY Q3 10-Q Firefly will manufacture, test, and deliver flight-ready sets of Miranda and Vira engines for the first three launches of AST's rocket. "Flight-Ready"
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on top of flight-ready Miranda and Vira engine sets for AST's first three launches, Firefly provides non-recurring engineering, a dedicated team of engineers, systems engineering and technical assistance, and training.
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$ASTS first comments in on AST's unlicensed D2D filing, and the room splits by band. At 5.8 GHz, Broadcom and the Wi-Fi chip coalition say yes, with listen-before-talk conditions. At 6 GHz, the cable lobby (NCTA) says kill it now. Side door opens at 5.8. The 6 GHz fight is real.
Scuzzy🧇 (@CaptainScuzzy) profile pictureScuzzy🧇@CaptainScuzzyNov 10
$ASTS wants satellites talking directly to Wi-Fi devices. Its Nov 9 FCC filing in ET Docket 26-169 backs D2D in 5.8 GHz and lower 6 GHz, adds 2.4 GHz uplinks, and rejects power limits that would cap it at IoT speeds. Unlicensed D2D, no carrier required.
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$ASTS today's grant US 12,794,548 is the third patent in one family reaching back to Feb 2021 provisionals. Same mechanism each time: normalize delay to the midpoint of the timing advance range so unmodified phones can reach a moving satellite. The moat is a stack.
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$ASTS wants satellites talking directly to Wi-Fi devices. Its Nov 9 FCC filing in ET Docket 26-169 backs D2D in 5.8 GHz and lower 6 GHz, adds 2.4 GHz uplinks, and rejects power limits that would cap it at IoT speeds. Unlicensed D2D, no carrier required.
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Corey📶🅰️ (@corey407woc) profile pictureCorey📶🅰️
@corey407wocNov 10
$ASTS: 🚨COREY CAPITAL LLC. REITERATES STRONG BUY RATING AND $250 PRICE TARGET🚨 AST SpaceMobile is at the forefront of a telecommunications revolution, with a clear vision to connect the unconnected.
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$ASTS $TMUS Abel Avellan, asked on the Q3 call about the major US carrier with no direct AST deal: "I don't want to comment about future relationships, but there is not a major operator around the globe that is not very, very focused on seeing how they work with us."
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$ASTS Looks like Blacklift will be made of Composite 🧐
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$ASTS $FLY Firefly float schedule: of the 10–14M license shares, 2.4 million are freely tradable at closing, expected Q4 2026. The rest unlocks in stages at six months, one year, and three years.
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$ASTS RAST economics favor AST. AST keeps all J-LEO capacity outside Japan and the three exclusive markets for its own worldwide customers, paying RAST only a low single-digit percentage of qualifying revenue. RAST's revenue is expected to go into buying more satellites from AST.
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$ASTS Q3 deck: $1.0B non-dilutive Japan funding secured, DPAS priority rating landed, ASIC pulled forward to BB34, 6 satellites/month expected in December, 100+ BlueBirds under launch agreements, U.S. intermittent service activating before year-end. $3.2B cash BULLISH
Image from Scuzzy🧇 (@CaptainScuzzy)
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$ASTS Next batch of BlueBirds ship end of November 2026 for a Blue Origin launch expected early Q1 2027
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$ASTS Rakuten Mobile says it will begin testing AST's satellite direct-to-cell service in a commercial environment in 2026, under the partnership the two companies signed in March 2020.
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$ASTS Abel Avellan, in tonight's Rakuten release: "an important milestone, a major turning point for AST SpaceMobile." Japan's J-LEO grant to Rakuten AST is now final. Mid-band satellites with AST, service in Japan by March 2029, spare capacity sold worldwide.
Justin 🅰️ (@jusbar23) profile pictureJustin 🅰️
@jusbar23Nov 9
$ASTS: J-LEO is official corp.rakuten.co.jp/news/pres…
Image from Justin 🅰️ (@jusbar23)
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I found @thekookreport next 911 $asts
Image from Scuzzy🧇 (@CaptainScuzzy)
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$ASTS now has 280+ open roles. Monday alone: 14 new postings. Two VP level hires, a brand new Production Control function across three Midland sites, and team leads in Barcelona and Edinburgh. This is what a company staffing for service launch looks like.
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