$ASTS, $QS, $AUR | economics, theology, philosophy, and the UAP phenomenon | Lost access to @Defiantclient
Joined June 2025
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$ASTS: The @AST_SpaceMobile subreddit FAQ is now freshly updated with new information.
+ Key DD links and resources
+ Valuation calculators
+ Launch providers
+ What's stopping Elon from refusing to launch AST's BlueBird satellites?
+ How many satellites are needed for coverage?
+ AST keeps missing their guidance for satellite launches. What is going on here? How do we trust them moving forward?
+ What are AST's plans with Block 1, Block 2 and Block 3 satellites and how does that relate to spectrum usage?
+ Do AST satellites support 4G, LTE, 5G, 6G, 7G, etc.?
+ When will ASTS get regulatory clearance from the FCC for US market access?
+ What is each BlueBird satellite made of?
+ What is the difference between BB6/BB7 and BB8+?
+ What is the status of the next BlueBird satellites?
+ When is the next earnings call?
+ What are the chances of satellite failure?
+ WTF!! The Chief Technology Officer Huiwen Yao sold all his shares?! (Hint: he didn't)
+ Is there a Discord for live chatting about ASTS?
+ How do I buy AST merch?
+ Wen moon?
+ Wen lunch?
+ Wen BB shipment?
reddit.com/r/ASTSpaceMobile/…
$ASTS: This story is making the rounds so I am going to address it: floridatoday.com/story/tech/…
On October 21, SpaceX VP Kiko Dontchev stated that SpaceX has a 6 week gap before the next Falcon 9 launch out of Florida, reason being for prep for Starship's debut in Florida. The 6 week gap aligns with Ben Cooper's manifest noting a "late November" launch for the Northrop Grumman Cygnus NG-25 mission, so this should be the next F9 launch being referenced by Kiko Dontchev.
What this means for @AST_SpaceMobile:
+ BB14-16 are sitting at Astrotech basically in storage, but ready to go as soon as SpaceX Falcon 9 can launch them probably in December.
+ Why did AST ship if they don't have a launch? In my view it's one or both of two reasons: (1) AST was blindsided by SpaceX's sudden pause and/or (2) AST shipped to make room at their factory
+ This 6 week gap explains AST's silence on launch date PR. Their hands are literally tied.
+ Note that this Falcon 9 pause is not unique-to-ASTS as it impacts all Falcon 9 launches out of Florida, although you could make an argument that AST's payload is really the only one being impacted by this pause. That being said, I don't know the status of other Falcon 9 payloads that may or may not be impacted. Prep for Starship is a good excuse/reason though but yes it is unfortunate that AST's launch is being impacted.
+ How AST manages the narrative from here will be key, whether they do it with an interim update now or wait for the Q3 earnings call on November 9. The best thing for us shareholders and sentiment would be if AST can signal that production is going well and batches are continuing to get done and stockpile for a more rapid launch cadence starting in December when Falcon 9 returns to operation in Florida.
---> Note that if AST's production is going well in the background, then I think this pause from SpaceX helps explain the unusual gap between BB11-13 and BB14-16. And as mentioned in bullet 3 above, this explains the weird comms from AST surrounding BB14-16 batch.
---> Astrotech should have plenty of room to accept more BlueBirds if we can ship another batch or two while we wait for SpaceX to resume F9 operations in Florida.
In adjacent/related news, our boots on the ground are reporting that more shipping containers are arriving in Midland soon, which is a positive sign for more shipments coming in the near term: xitter.cf/DanteePacheco/status/2…
Relativity Space has kept quiet since the takeover by @ericschmidt, but I'm continuing to hear anecdotal, but good things about their progress. A viable Terran R solves a lot of problems for the US commercial space industry.
Kevin Chen retweeted
Relativity Space has kept quiet since the takeover by @ericschmidt, but I'm continuing to hear anecdotal, but good things about their progress. A viable Terran R solves a lot of problems for the US commercial space industry.
Kevin Chen retweeted
🚨 ANALYST AT SAUDI TELECOM COMPANY (STC) BREAKS DOWN $ASTS’S COMPETITIVE ADVANTAGE! 📡🇸🇦🛰️
A Technical Solutions Analyst at Saudi Telecom Company (stc) just published an in-depth breakdown of AST SpaceMobile’s Spectrum Strategy!
Key takeaways on why $ASTS holds a massive technical moat:
• Multi-Band Strategy: Combining terrestrial MNO cellular frequencies with Mobile Satellite Service (MSS) spectrum (L-band & S-band) to balance total coverage and network capacity.
• Overcoming Heavy Physics: Managing propagation losses, Doppler effects, and smartphone uplink limits using advanced beamforming and frequency reuse.
• Scalable Architecture: Having spectrum isn't enough—$ASTS translates its spectrum portfolio into sustainable, commercial-grade throughput.
When senior technical analysts at Tier-1 operators like stc publicly highlight AST SpaceMobile's superior architecture, it shows where the telecom industry is placing its focus.
Engineers analyze the tech, Wall Street catches up later. 🚀 $ASTS
Kevin Chen retweeted
$ASTS | Christel Heydemann, CEO of Orange, during the Q3 2026 earnings call:
“Last week we signed, together with Deutsche Telekom Telefónica and Vodafone, a letter of intent to prepare a potential joint bid for the future allocation of spectrum for mobile satellite services in Europe. The initiative supports the European Commission's ambition to strengthen Europe's sovereignty, security, and resilience in critical connectivity infrastructure. Overall, we see satellite connectivity as a core complement to our networks to provide coverage completeness and resilience. Also in terms of innovative growth, Orange Business obtained a new Secnum Cloud qualification, extending its portfolio of trusted cloud offers. Orange Business was also selected to provide the European Union's backbone network for trusted data exchange. Our Maxit in Middle East Africa keeps gaining traction, with 38.5 million active users.”
“On the satellite and MSS spectrum, as we commented, we signed a letter of intent with Deutsche Telekom, Telefónica, and Vodafone to potentially bid for one part of the MSS spectrum that is being auctioned end of 2027 for implementation in 2029. The bid for this spectrum would then be open and wholesale to all telecom operators in Europe. We see MSS spectrum really as a complement to our terrestrial network. As we've always said, for us, the key element will be the customer experience and the handover from terrestrial to satellite and back and forth between our networks, which really requires mastering both side of the experience, working also on the end sets. This is really the way we see it. When it comes to the bid and the consortium to bid for spectrum, it's still early stage, so we can't provide you more details. Again, the process is second half of 2027, so we will provide more detail as soon as we have.”
“On satellite, you are right to mention we launched this first offer a year ago, actually, with Skylo in France. As you know, we are testing several solutions. We are also testing Starlink in Spain. We have a pilot under preparation in Romania with AST. When it comes to the Skylo offer, we've been able to test the willingness for customers and the appetite in the market for this type of offer. That being said, the Skylo experience, given its geostationary solution and it was only available on a few devices, was as expected. It was for us a test in the market to test the appetite, to position ourselves on this segment. However, we plan to continue to add especially more device options, given it was limited to only customers buying this new Pixel devices which was a very small part of the market.”
$QS: @QuantumScapeCo is pursuing non dilutive funding for factory scale manufacturing 🔥
$QS just posted a role for a Director of Government Relations in Washington. Brand-new position, reporting straight to the CFO.
On the ER, Siva said QS was looking for non-dilutive funding for the 100 MWh line, including from the government.
What stood out most to me in the posting is the phrase “factory-scale capital.” To me, QS is already thinking beyond 100 MWh.
The posting is pretty clear about what they want: land prototype funding fast, go after factory-scale capital, and have a say in US battery policy.
They’re targeting the DOE, DARPA, DIU, DPA Title III, and even the Pentagon’s Office of Strategic Capital. They also want the tech recognized as critical to get a real line in the defense budget. And push for US government battery purchasing to require non-China content.
Of course, a job posting doesn’t mean funding secured, and these programs take time. The funding plan is expected with Q4 results.
Kevin Chen retweeted
$QS just posted a role for a Director of Government Relations in Washington. Brand-new position, reporting straight to the CFO.
On the ER, Siva said QS was looking for non-dilutive funding for the 100 MWh line, including from the government.
What stood out most to me in the posting is the phrase “factory-scale capital.” To me, QS is already thinking beyond 100 MWh.
The posting is pretty clear about what they want: land prototype funding fast, go after factory-scale capital, and have a say in US battery policy.
They’re targeting the DOE, DARPA, DIU, DPA Title III, and even the Pentagon’s Office of Strategic Capital. They also want the tech recognized as critical to get a real line in the defense budget. And push for US government battery purchasing to require non-China content.
Of course, a job posting doesn’t mean funding secured, and these programs take time. The funding plan is expected with Q4 results.
$ASTS: AST SpaceMobile to Host Third Quarter 2026 Business Update Call on November 9, 2026
MIDLAND, Texas--(BUSINESS WIRE)--@AST_SpaceMobile, Inc. (“AST SpaceMobile”) (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, today announced it will hold a quarterly business update conference call on Monday, November 9 at 5:00 p.m. (Eastern Time).
Management will provide an update on the Company’s business and financial results and answer questions from retail and institutional shareholders. Investors are encouraged to submit questions in advance to [email protected] and will be added to the Investor Relations mailing list.
The live webcast will be available on the Events page of the Company’s Investor Relations website at ast-science.com/investors/. A replay of the webcast will be available shortly after the call.
businesswire.com/news/home/2…
Kevin Chen retweeted
$ASTS granted 5 days STA extension to test on Grain spectrum.Quick grant.
They originally asked 30d extension (it says so in the Form) which is the standard period for STAs
Probably got 5d after a call because thats what they need. The spectrum is being sold by Grain to SpaceX.
Kevin Chen retweeted
Leo Vulcan 1 (LV-01) payload on the move.
LV-01 is the first of 38 Leo missions on @ulalaunch’s heavy-lift Vulcan rocket, and last week, teams successfully transported the 40-satellite payload—encapsulated inside a 70-foot-tall fairing—to the new Amazon Vertical Integration Facility (VIF-A) at Cape Canaveral.
$ASTS $VZ $SPCX: @PCMag's @Michael_Kan reported on the @Verizon vs @SpaceX comments in Verizon's Q3 earnings call 👇
"In another critical remark, Verizon’s CEO said the resulting network won’t be enough for SpaceX to crack the top four rankings in the US mobile carrier business. That’s because Verizon also powers the networks for Spectrum Mobile and Xfinity Mobile, two major US MVNOs.
“And then sometime over the next four to six years, [SpaceX has] the possibility of becoming the sixth, not the fourth, the sixth competitor in the market. And frankly, at that point, I welcome the opportunity to compete against them,” Schulman said. “It’s very hard to throw a punch against something that doesn’t exist. But once they come into the market, we will be ferociously competitive.”
Schulman also shot down partnering with SpaceX via an MVNO agreement, which would enable it to lease access to Verizon’s ground-based cellular network. “I will say, and I’ll repeat it again, that there are no backdoors to any of our MVNO agreements. And I see absolutely no benefit whatsoever to extending an MVNO deal to any satellite provider,” he said.
Schulman added that SpaceX’s mobile carrier strategy is already apparent, citing industry chatter. “There are no secrets in the market, we know exactly what they’re going to do,” he said. “We know who they’re talking to on towers. We know who they’re talking to to put terrestrial equipment in place. Inside the industry, we know exactly what they’re thinking about doing it.”"
pcmag.com/news/verizon-space…
Kevin Chen retweeted
3/ Starting with an update on LC-36A, Blue Origin’s John Couluris says pad activation is expected in “early- to mid-December” and “we’re still holding to our first launch by the end of the year.”
Blue Origin's John Couluris says at the @astrosociety Von Braun Symposium today that the company is planning to activate the rebuilt LC-36A in early to mid December with a New Glenn return to flight still possible before year's end.
Kevin Chen retweeted
$ASTS: 🚨BLUE ORIGIN ON TRACK TO RESUME NEW GLENN PAD OPS IN NOVEMBER
@outerspacetoday: Jeff Bezos' Blue Origin is targeting a return to New Glenn launch-pad operations in November, following a catastrophic rocket explosion that damaged its Cape Canaveral launch complex in May.
According to Aviation Week, Blue Origin has completed reconstruction of its 430-foot Vehicle Access Tower at Launch Complex 36, a major milestone toward resuming launches.
The May 28 explosion occurred during a preflight engine test, destroying the rocket and damaging critical ground infrastructure. Blue Origin subsequently traced the failure to an oxygen-valve issue in one of its BE-4 engines.
Rather than rebuilding the original launch configuration, the company is introducing a new system that integrates rocket stages horizontally before lifting the vehicle onto the launch pad.
Blue Origin is still targeting a return to flight before the end of 2026, although no launch date has been confirmed.
The recovery is critical to New Glenn's growing commercial and government launch commitments, including NASA's Artemis lunar program.
Original Paywalled article: aviationweek.com/space/launc…
Kevin Chen retweeted
Blue Origin's John Couluris says at the @astrosociety Von Braun Symposium today that the company is planning to activate the rebuilt LC-36A in early to mid December with a New Glenn return to flight still possible before year's end.
Kevin Chen retweeted
$SPACE: And there it is, the administration moves to provide direct capital to private companies in the space sector 👀
