No Privacy 🅰️nymore
@no-privacy.bsky.social
I enjoy many things in life but typically use social media to discuss investments. Comments are my personal thoughts and not financial advice.
It was obvious for quite some time that $SPCX intended to compete with the big 3 US wireless companies. Now they are explicitly talking about it. 😎 www.fierce-network.com/wireless/spa...
SpaceX lays out plan to compete with Big 3 wireless carriers
SpaceX says it will build a terrestrial component for Starlink Mobile using the 65 MHz of spectrum it’ | Make no mistake: SpaceX intends to build a terrestrial mobile network and says it’s got enough ...
fierce-network.com
Another successful 🚀 by $ASTS @ast-science.com this morning! www.businesswire.com/news/home/20...
businesswire.com
Followup on comments on $OPEN. The addition to R2K in June didn't play out as I expected price wise. All high beta names got crushed. Listening to the Q2 call now. Kaz is absolutely right that having a very low cost mortgage product is super helpful. Cut out as many costs as possible.
No Privacy 🅰️nymore@no-privacy.bsky.social · 3mo agoI have not posted much about $OPEN but I think it is likely to make a decent move higher in the next month or months to come. Why do I say this? 1 they likely to get added back to the R2K in the 3rd week of June. That would require 60-70 million shares to be purchased by passive funds.
Since this trade was posted, $ASTS is up ~30% and the October $50 calls are up 100%. NFA of course but HECK YEAH! Feels great to time a trade like this. I think it can really run through September when I will look to close the position and convert the calls back into shares (the more the merrier!).
No Privacy 🅰️nymore@no-privacy.bsky.social · last wk.Sometimes when you WANT to buy more shares but don't have free cash you can convert shares into In the money calls. This is NOT financial advice. However I converted 1,000 shares into 40 contracts (4,000 share equivalent) of the Oct 2026 $50 calls. Break even on the calls is $62.30. $ASTS
Kudos to Jamie Raksin @raskin.house.gov for calling out the FCC on their blatantly illegal actions to suppress speech they don't like. Carr claims to be a proud American but is a traitor to the 1st Amendment. He primarily cares about power and partisan interest. #hack www.fcc.gov/ecfs/documen...
Markets love to get people really bearish and then rip higher. At the moment the $SPY just did that. Closing well below the lower daily BB and today almost reaching the top of the BB (not quite). The SP500 is not reflective of the high beta selloff of July but I think it can go higher.
I don’t know how @theonion.com can compete with headlines like this but somehow they do! @bencollins.bsky.social 🫡
How a Top Law Firm Went From Standing Up to Trump to Bending the Knee www.nytimes.com/2026/08/02/u...
How a Top Law Firm Went From Standing Up to Trump to Bending the Knee
Paul Weiss was a progressive stalwart for decades and led the legal resistance against President Trump in his first term. Then it surrendered without a fight. This is the inside story of its transform...
nytimes.com
A very nice find about the progress @ast-science.com is making on integration testing with their MNO partners.
So @katie0martin.ft.com gave me a really nice chuckle this morning while having coffee! I also appreciate the Icarus reference. Some stories really are timeless! 🫡
Trump Administration Plans to Upend Head Start by Deregulating It www.nytimes.com/2026/07/31/u...
Trump Administration Plans to Upend Head Start by Deregulating It
The White House tried but failed to block funding for preschool for poor children. Instead, it will seek to strip away standards on health, literacy — and brushing teeth.
nytimes.com
We are starting to see submissions to the FCC about the proposal to allow unlicensed spectrum to be used for D2D. $ASTS. I'll add other filings in this thread. NextNav, Intel/Cisco/Broadcom have also made comments.
Free merch from the BB8-10 launch for the loyal shareholders! $ASTS they know how to do swag bags properly. I’m READY for August 5th and the next launch 🚀.
A nice statement by FCC Commissioner Gomez about the recent attempt by Commissioner Carr to bully ABC into supporting the Trump agenda.
For anyone invested in $ASTS, it is important to keep perspective on how the market will perceive the value of the constellation. We are getting VERY close to the time when it is obvious that they are manufacturing and launching at scale. Risk is greatly reduced. Good times coming! 🚀
A republic, if you can shake it down www.wsj.com/politics/pol...
Exclusive | ‘The Boss Wants This Money’: Inside Trump’s Unprecedented Fundraising Operation
Meredith O’Rourke, nicknamed ‘princess of darkness,’ carries out the president’s desire to wring hundreds of millions from companies for his projects.
wsj.com
A nice article comparing the "link budget" of $ASTS with $SPCX. Its not even close currently. Even with the next generation SpaceX design they won't support low band spectrum which has better building, vehicle and tree penetration. www.satellitetoday.com/opinion/2026...
Starlink’s Link Budget Comes up Short for the D2D Opportunity
SpaceX has identified a massive total addressable market (TAM) for Starlink Mobile … but many people have expressed doubts. Let’s look at the technical
satellitetoday.com
Fun new filing from the FCC WTB telling Echostar they cannot pay themselves from the $ that was set aside from the sale of spectrum. That money must go to the companies that helped build the 5G network. docs.fcc.gov/public/attac...
docs.fcc.gov
When people invest with too much leverage they become forced sellers. Selling at prices well below what price you might think is a logical price. Forced selling by others is an opportunity for well positioned buyers. I wish I had more hedges in place but fortunately I was not using much leverage.
Ahead of the Fed decision on rates I think it is interesting to see that $OPEN is continuing to acquire houses at a much higher rate than recent years. Typically buying in Q3 would be reduced as the optimal selling periods are Q1 and Q2. I believe the "Cash Now / More Later" program is the 🗝️.
I think the GOP controlled red states would be wise to reject this type of political action. If the Democrats gain control of all 3 branches of Gov they could pass legislation that keeps more federal tax dollars in blue states that currently subsidize red states. www.politico.com/news/2026/07...
Trump overrode his own agencies to deny four Democratic disaster requests
President Donald Trump cast aside bipartisan precedent when he rejected eligible disaster requests from four blue states.
politico.com
A very nice thread about Canada’s rule making process for direct to device and MSS spectrum. Seems very likely that $ASTS is going to sign Rogers in addition to Bell and TELUS. xcancel.com/RocketTank12...
Verifying your browser…
xcancel.com
@purelyrick.bsky.social posted a link to this article about coffee cup lids using PureFive ♻️ plastic. $PCT. I wish the large chains like Starbucks $SBUX would step up and put out a freaking PR and start using these in major volumes. Its a no brainer. www.plasticingenuity.com/blog/recycle...
Rethinking the Coffee Lid: How Recycled Polypropylene Is Expanding Food Service Packaging Possibilities
Read more about Rethinking the Coffee Lid: How Recycled Polypropylene Is Expanding Food Service Packaging Possibilities from the team at Plastic Ingenuity.
plasticingenuity.com
Pay attention to Reformed_Trader. Everyone says they want to buy low and sell high but its hard to buy when others are 🤮. $ASTS. The news of a launch on August 5th included details that the next batch of 3 satellites is about ready to ship. Manufacturing tempo is rolling now!
