Grimpler9🅰️

$ASTS For everyone saying $SPCX is going to dominate D2D. SpaceX just said on their call they hope to get 20-25% of the US cellular business. Hope to. That will take years. AST will get access to all of it NEXT YEAR - and 75% of it even if Elon succeeds. Then AST will get 90% of the rest of the world at least until SpaceX sets up MNO's in every other country which will take many many years if it ever happens. In Europe they don't want Starlink there at all. AST is going to dominate D2D for at least the next 5-10 years. I am a huge Elon believer to, but his tech is way behind AST's, his access to spectrum is way behind AST's, his ability to partner is almost zero now that he has declared war on the incumbents, and his ability to get regulators to give his closed loop network which completely controls all data access to markets outside the US is difficult to say the least. Amazon is using the same closed loop architecture. AST on the contrary lets the MNO/Government have total control over their data and customers. No AST is going to dominate D2D, and it's a really big market.

$ASTS Starlink's move to flat out say they will compete against the MNO's should force the MNO's to adopt AST coverage for all plans immediately so that Starlink will not be able to claim full coverage as a product differentiation for their network. This should pull forward US revenue for AST dramatically IMO.

For what it's worth I had a conversation with Grok about $EOSE Q1 results and it does not believe they are due to lack of demand or warranty replacements - but due to lower uptime at the beginning of the Q and lower ASP's due to DC mix. Grok is estimating 65-68 million in Q2. It also speculates the bipolar line is now running at 97% efficiency. I pressed why not higher if management guided to 90 mil in Q4 and it basically said line 1 is not as good as they were hoping for it to be.

I think I may know $Asts next market. Satellite ai data centers. Their satellites are already a good starting point, and they will have the manufacturing capacity and expertise to be a logical manufacturer for non xai model providers like say for instance google who happens to already have a nice bit of ownership of ast.

Today is the best time to buy $ASTS ever. Down 40+% off all time high. 3 Billion in Cash, 1 billion in contracted revenue, Blue Origin launch confirmed viable - which saves them 100's of millions in launch over time and accelerates roll out of service by several months. Ownership of Ligato bandwidth that SpaceX just paid 17 billion for the equivalent of. Management confirmation of 100's of millions at minimum in defense revenue coming as soon as next year. Saudi Telecom picks AST over SpaceX even though their owners have the largest ownership of SpaceX clearly showing it's superiority.

So everyone that sold out of the market this morning, how do you feel now? Timing the market never works in the long run.

Amprius uses nano materials for their silicon anodes, they cannot produce those in volume or at low cost. That is why despite whatever their battery specs say they are not a threat to Enovix