AI & Markets. Former investment banking & asset management | PhD No affiliated or assistant accounts. This is my only official account.
Joined May 2025
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AST SpaceMobile’s live event of the Blacklift Unveiling on November 12, 2026 at 10:00 am.
This is it. The whole world will be watching.
Enjoy. @AbelAvellan @AST_SpaceMobile $ASTS
youtube.com/live/3Gs1iaX6Vko
$ASTS | PRE-BLACKLIFT UNVEILING THOUGHTS
Surprisingly quiet. X feels quieter than usual ahead of what could be a major event for AST SpaceMobile.
Short sellers are getting bolder. Short interest appears to be rising, though I'm not convinced they'll get the big dip they're betting on today.
Dilution rumors are circulating. But after listening to the Nov. 9 earnings call, I see little reason to expect an imminent dilution announcement. That's my interpretation, not a guarantee.
Expectations are all over the place. Some anticipate a strategic partner announcement. Others expect a live cellular demonstration or detailed Blacklift rocket specifications.
My take? Expectations may be running ahead of what the company actually intends to unveil.
Whatever happens, the real question is whether Blacklift changes the long-term investment thesis.
Let's see what Abel has in store for us.
@AbelAvellan
AItuninglab retweeted
AST SpaceMobile’s live event of the Blacklift Unveiling on November 12, 2026 at 10:00 am.
This is it. The whole world will be watching.
Enjoy. @AbelAvellan @AST_SpaceMobile $ASTS
youtube.com/live/3Gs1iaX6Vko
WALL STREET: ALWAYS LATE TO THE PARTY?
$ASTS rallies. Analysts raise their price targets.
$ASTS crashes. Analysts cut their targets.
Funny how forecasts get more optimistic after a rally and more pessimistic after a selloff.
Are they predicting the market, or just chasing the stock price?
And if $ASTS rallies tomorrow after the Blacklift unveiling, will they all rush to raise their price targets again, one after another?
Let's wait and see. I'll be keeping receipts.
A price target isn't a crystal ball.
JENSEN HUANG MEETS DORIAN GRAY.
Oscar Wilde once wrote:
“I can resist everything except temptation.”
Dorian Gray had a portrait hiding his secrets.
Jensen Huang has a GPU processing everything in parallel.
One kept his private life behind a painting.
The other has the entire internet wondering whether even his personal life runs on CUDA.
Some temptations never change.
Only the processing architecture does.
$NVDA
AItuninglab retweeted
$ASTS A MESSAGE TO THE OLD-TIMERS AND NEWCOMERS BEFORE BLACKLIFT.
I can't tell you I've built generational wealth by holding ASTS. Not yet.
I've had my ups and downs. I've watched this stock go from $130 to $30, and I've held through it all.
As a retail investor, I sometimes wonder when long-term shareholders will finally be rewarded for their conviction.
The relentless selling pressure has been exhausting. Every rally seems to meet another wave of selling, and patience has been tested over and over again.
Tomorrow's Blacklift unveiling could be a defining moment for market sentiment. But I don't believe one presentation will determine the fate of this company.
ASTS is bigger than a single event, a single launch, or a single trading day.
Whatever happens tomorrow, I'm holding. And if the market gives me another dip, I intend to buy it.
To the old-timers who have weathered every storm and the newcomers just beginning their journey: I hope we all make wise decisions and eventually see our patience rewarded.
I wish I could be in NYC to witness the unveiling in person. Unfortunately, not this time.
But you can bet I'll be watching every minute.
Here's to tomorrow, Abel @AbelAvellan . Give us something worth remembering.
$ASTS
$ASTS The stock is up by 7%. Just following the market and the index. Tomorrow will be the cherry on the top.
I am going to have a great day without worries for another dip. I hope you do the same.
AItuninglab retweeted
Is $ASTS a generational wealth opportunity ahead of tomorrow's Blacklift unveiling? YES OR NO?
$ASTS A MESSAGE TO THE OLD-TIMERS AND NEWCOMERS BEFORE BLACKLIFT.
I can't tell you I've built generational wealth by holding ASTS. Not yet.
I've had my ups and downs. I've watched this stock go from $130 to $30, and I've held through it all.
As a retail investor, I sometimes wonder when long-term shareholders will finally be rewarded for their conviction.
The relentless selling pressure has been exhausting. Every rally seems to meet another wave of selling, and patience has been tested over and over again.
Tomorrow's Blacklift unveiling could be a defining moment for market sentiment. But I don't believe one presentation will determine the fate of this company.
ASTS is bigger than a single event, a single launch, or a single trading day.
Whatever happens tomorrow, I'm holding. And if the market gives me another dip, I intend to buy it.
To the old-timers who have weathered every storm and the newcomers just beginning their journey: I hope we all make wise decisions and eventually see our patience rewarded.
I wish I could be in NYC to witness the unveiling in person. Unfortunately, not this time.
But you can bet I'll be watching every minute.
Here's to tomorrow, Abel @AbelAvellan . Give us something worth remembering.
$ASTS
Is $ASTS a generational wealth opportunity ahead of tomorrow's Blacklift unveiling? YES OR NO?
$ASTS why drop your position at the last moment before Blacklift unveil? Must have been a long journey. Rest of us will carry on. Long live $ASTS.
$ASTS - Sold almost half of my core position today after holding since early 2022. Stock price or launch failure doesn’t matter. Mgmt credibility matters and I don’t believe them anymore.
$RKLB delivered a step-change quarter. Rocket Lab posted record Q3 revenue of $268M, backlog of $3.57B and $7.2M positive GAAP operating cash flow. Launch backlog reached 117 missions, including 16 Neutron flights. Q4 revenue guidance is $270-290M.
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IF ANYONE CAN SAVE THE AI TRADE TODAY, IT MIGHT BE $CRWV.
CoreWeave just delivered:
Revenue: $3.66B (+168%)
Backlog: $132.5B
Adjusted operating income: $379M
FY26 guidance: RAISED
And here's the real story.
Management says existing GPU capacity is being recontracted at higher prices, with ~$9B in customer prepayments and deposits expected over the next 3 months.
AI demand isn't dead. Customers are still paying for compute.
Yes, $846M in quarterly net interest expense is a serious warning.
But this is exactly the kind of earnings report the AI sector needed.
$NVDA $AMD $MU $AVGO $ORCL $NBIS $IREN $APLD $WULF $CIFR
Source: CoreWeave Q3 earnings & Nov. 10 conference call.
$ASTS Typical AST volatility. Not happy about it but bought the dip. Let us get some rest for now.
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STOP THREATENING THE MARKET WITH RATE HIKES. JUST GET IT OVER WITH.
Two more 25 bp hikes? Faster tightening this winter?
Fine. We saw this coming when the Iran war disrupted the economic outlook.
Inflation wasn't going away quietly.
Wall Street can price in bad news. What it can't stand is endless uncertainty.
If the Fed needs to tighten, give us a clear path forward.
$SPY $QQQ $NVDA $ASTS $RKLB
$ASTS About 2M volume in 10 minutes. Down by approx 4%. I am amazed to find out someone still wants to sell badly. I don't think short-sellers would risk taking the position before Nov 12. Blacklift unveil. So the 1B dollar question remains. Who wants to sell?