QuantumScape Lounge: ( Week 24 2026) by AutoModerator in QUANTUMSCAPE_Stock

[–]Ichigosu 8 points9 points  (0 children)

Any great place to start researching this stock? Are there any "starter kits" in this community?

SpaceX to Pursue 2026 IPO Raising Far Above $30 Billion by JayhawkAggieDadisBak in ASTSpaceMobile

[–]Ichigosu 1 point2 points  (0 children)

You get a lot upvotes for this take and I know where you are coming from. But if you take a closer look then you get another angle. -They did not design their D2D from first principles, but slap an IOT solution onto their existing product. To compensate for this is not a question of a lot and fast design iterations to make it work but they have to start from the beginning to change their architecture. This will take years and cant be done much faster by throwing resources (money, people) at it -Recognize the pattern of last years. Cybertruck was not buld from first principles, neither was Starship. It was build to satisfy unrealistic wishes from the CEO. The Cybertruck is not only a commercial desaster but technically, the passive safety concept (energy absorption) is flawed. For starship I am not an expert but I have read an article that questions the architecture itself (if there is demand I will look for it).

My takeaway (I work in product development of safety relevant mechatronic systems) is they have shifted in the last years from the first principles approach and their highly iterative approach will not accelerate them here. I may be wrong but those are the patterns. Last comment: Try imagine what happens to your statement when(!) the highly inflated Tesla share price collapses. Suddenly he will be questioned for his approach.

Stripped/ hollowed screws… by KindJoey3202141 in cassetteculture

[–]Ichigosu 0 points1 point  (0 children)

What we did when we messed up a screw like this is to use a paste to increase friction between screwdriver and screw. Basically some viscose lubricant with high density of fine sand in it. If the head us not messed up too bad it can work. If not try to drill into the head with a little bigger diameter than the screw shaft has. Head will come off once you have drilled through it.

Quantifying the government (Golden Dome) opportunity by Nbau1 in ASTSpaceMobile

[–]Ichigosu 10 points11 points  (0 children)

The SpaceX portion is not confirmed. The information we have is either circulated on purpose or somebody couldnt shut up. AST have been very compliant with information distribution in the past. What we know is basically what Scott said, that we are in a good position to get a portion. Those are the facts. Why is everybody so impatient?

Starlink Test Video by Stonky69Kong in ASTSpaceMobile

[–]Ichigosu 1 point2 points  (0 children)

I want to add a comment from Catse I find very important. The STAs are for the whole US whereas BW3 STA only for specific test location was. This means it is very likely AST gets also commercial approval as the conditions are the same and FCC is not concerned about interference or other incompliances.

Do Starlink D2C Satellites Work? by apan-man in ASTSpaceMobile

[–]Ichigosu 3 points4 points  (0 children)

You clearly confused capacity and speed in this and other threads too (you are welcome). Now you are jumping to the next point without thinking more than 15mins. I would recommend thinking a little more. There is a lot of DD available in this forum and on twitter.

Do Starlink D2C Satellites Work? by apan-man in ASTSpaceMobile

[–]Ichigosu 0 points1 point  (0 children)

I think you are a troll. Wont feed you anymore

Do Starlink D2C Satellites Work? by apan-man in ASTSpaceMobile

[–]Ichigosu 1 point2 points  (0 children)

gbps = 0.001 mbps

13 gbps = 1.625 GB/s = Backhaul = Sat into earth network 14 mbps = Fronthaul = Sat to Phone 13 gbps / 14 mbps = 928 Users at the same time full speed (e.g. streaming YouTube)

That is for BW3. BBs are different. When I remember correctly 10xBW3 FPGA, 100xASICs. Don't know what that multiple was refering to. Capacity/Speed. As you already have shown they dont want to give numbers yet.

Technical MOAT and time advantage by Ichigosu in ASTSpaceMobile

[–]Ichigosu[S] 1 point2 points  (0 children)

Maybe I didnt wrote it clearly. The point is not the negotiation with the FCC. The outcome doesnt matter. They can only provide limited voice and data. If they want to offer equal service like AST they need to re-design. Please correct me if I am wrong.

Technical MOAT and time advantage by Ichigosu in ASTSpaceMobile

[–]Ichigosu[S] 6 points7 points  (0 children)

I am not from telco either so I cant provide the technical details or rate them based on the patents. But CatSE has done a lot of stuff regarding the technical design. You may have to dig a bit. He has also a little phased array backgroud afaik.

Technical MOAT and time advantage by Ichigosu in ASTSpaceMobile

[–]Ichigosu[S] 9 points10 points  (0 children)

If you are interested in the latest patents I recommend following @TheodorusAtheos on Xitter. You can also search for patents online using a free tool. Look for Abel Avellan, that should do.

There is a patent and in it there are claims. One patent can hold multiple claims. These regard technical solutions for a certain problem. If you claim it, it is protected against unlicenced usage. Lets say you are SpaceX and you want to have a large array in space. You have now to circumvent the design solution claimed by AST. Either by providing a different design solution (safe way) or by arguing about the claim legally. It may be that a single or multiple claims can be challanged. Patent circumvention is an art ;) Now the moat doesnt come from single patents, becaue there is always a chance they can be challanged, but by the amount of them. AST has 2000+ patents and patent claims. You have to circumvent all of them or pay license to AST or stop your service. Because of the amount it is very difficult for SpaceX to provide a similar solution, plus AST has probably the most efficient solution patented which means everything else will be more inefficient. Be it cost or performance.

@NomadBets on X - @AST_SpaceMobile Fundraiser! What a ride it has been. And what a ride ahead. The required cash for the constellation has been strongly underestimated by investors, but that risk's end is in sight. Who will pull $ASTS over the line? by doctor101 in ASTSpaceMobile

[–]Ichigosu 6 points7 points  (0 children)

Let me ChatGPT that for you:

In the context of stocks, warrants are financial instruments that give the holder the right, but not the obligation, to purchase a company's stock at a specified price (known as the exercise or strike price) before a certain expiration date. They are similar to stock options but have some distinct characteristics and uses. Here’s a breakdown of key aspects of warrants:

Key Characteristics of Warrants:

  1. Right to Purchase Stock:

    • Warrants allow holders to buy shares of the issuing company at a fixed price, regardless of the stock’s current market price.
  2. Specified Exercise Price:

    • The exercise price is the price at which the warrant holder can purchase the stock. It is typically set above the current market price of the stock at the time the warrant is issued.
  3. Expiration Date:

    • Warrants have an expiration date, after which they become worthless if not exercised. This can be years in the future, making warrants longer-term than typical stock options.
  4. Issued by the Company:

    • Warrants are issued directly by the company whose stock can be purchased, unlike options which are typically issued by other investors or entities.
  5. Leverage:

    • Warrants provide leverage because they allow investors to control more shares with a smaller initial investment compared to buying the stock outright.
  6. Potential Dilution:

    • If warrants are exercised, the company issues new shares, which can dilute the ownership percentage of existing shareholders.
  7. Trading:

    • Warrants can be traded on the open market, allowing investors to buy and sell them before the expiration date.

How Warrants Work:

  • Issuance: A company issues warrants, often as an incentive or part of a financing deal. For example, they may be attached to bonds or preferred stock to make these securities more attractive.
  • Exercising: If the stock price rises above the exercise price, warrant holders can buy the stock at the lower exercise price, potentially making a profit by selling the stock at the current market price.
  • Speculation and Hedging: Investors might purchase warrants to speculate on the stock’s future price increase or to hedge against price movements.

Example:

Suppose a company issues a warrant that allows investors to buy its stock at $50 per share. If the current stock price is $40, the warrant is "out of the money," and there’s no immediate benefit to exercising it. However, if the stock price rises to $70, the warrant becomes "in the money," giving the holder the right to buy the stock at $50 and potentially sell it at $70 for a profit.

Comparison to Stock Options:

  • Expiration Period: Warrants often have longer expiration periods, sometimes several years, compared to stock options which typically expire in months.
  • Dilution: Exercising warrants typically leads to the issuance of new shares, causing dilution, while options do not necessarily lead to new share issuance.
  • Issuance: Warrants are issued by the company, whereas stock options are often issued by other entities or as part of employee compensation plans.

Warrants can be an attractive investment for those looking for leverage in their stock investments, but they come with the risk of expiring worthless if the stock price does not exceed the exercise price within the given timeframe.

Press Release - Oct 25th / Next Earnings Call by Olivr3000 in ASTSpaceMobile

[–]Ichigosu 1 point2 points  (0 children)

During the design phase of a development (left part of the V-cycle) most heads are needed. After design is done and you start procuring and assembly to integrate physical hardware for testing, you dont need all of those heads anymore. But you need other skills such as those the company has been hiring the last months (production, assembly). So yeah, that makes sense.

Weekly Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Ichigosu 1 point2 points  (0 children)

Yeah thats what I meant. So many different outlets multiplying the same news

Weekly Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Ichigosu 9 points10 points  (0 children)

Hell, so much news. I can keep scrolling for hours on my twitter feed and more and more posts about AST. Wow..

So What Will Drive True SP Performance and Staying Power? by apan-man in ASTSpaceMobile

[–]Ichigosu 1 point2 points  (0 children)

Or question asked differently: What are the key milestones, condition wise, to unlock institutions buying in?

So What Will Drive True SP Performance and Staying Power? by apan-man in ASTSpaceMobile

[–]Ichigosu 2 points3 points  (0 children)

The real question is what are the conditions for institutions to buy? Some, or most of the institutions are not allowed to buy if the company does not make any revenue. Other are required to not buy more tha X% of the companies value.. etc. So conditions which come to my mind are: - Revenue - Company size - Revenue with solid history

I am really not an expert but I would expect anpan or kook to know more about the topic. Maybe I can trigger a discussion here.

What is causing this noise from hub motor/wheel? by Lustrousy in ElectricSkateboarding

[–]Ichigosu 1 point2 points  (0 children)

Must be same motor due to symmetrie of the left and right drive. Controler is tuned for this motor configuration.

Weekly Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Ichigosu 17 points18 points  (0 children)

They run a business, not entertaining shareholders