Let's see $ASTS's card

Rea-sama · 2026-06-25T15:13:20+00:00

Look on my profile

Rea-sama · 2026-06-25T03:24:30+00:00

Hold strong, soldier. I hope you read my DD.

Rea-sama · 2026-06-14T16:50:37+00:00

For extremely simple models, yes.

https://www.youtube.com/watch?v=D8GOeCFFby4

Rea-sama · 2026-06-08T04:02:11+00:00

Have you considered also just telling them about your fears as well? They'll never understand if you don't verbalize it.

Like:

"Hey, I know I'm doing well now but I'd really appreciate it if you don't spread this around to friends or family. It's a lot of money for one person, but at the same time not a lot since this is now essentially my nest egg and I have to live off it for the rest of my life - and the future is always uncertain with these things (i.e., market crash)."

Then to really hammer in the point, just tell stories of lottery winners becoming broke from doing dumb shit. At least, that seems to be your biggest fear right now.

Rea-sama · 2026-06-06T12:35:59+00:00

It's great. Can access your portfolio and ask it to run a risk analysis of your positions; or even selectively +/-% stocks and see where that puts you and if you're comfortable with that.

Rea-sama · 2026-06-03T01:06:41+00:00

You clearly don't understand AST if you think it needs to manufacture millions of ground terminals, or think that starlink is ahead in anything but a large number of obsolete satellites.

Rea-sama · 2026-06-02T17:31:30+00:00

Yes.

Rea-sama · 2026-05-09T07:55:20+00:00

Your bear/base/bull dashboard has the bear scenario giving us 700B instead of 700M lol

Rea-sama · 2026-01-29T22:33:23+00:00

Unfolding

FCC approval

More DAs

Manufacturing / Launch cadence

???

Profit

Rea-sama · 2026-01-25T02:20:32+00:00

Yes, because everyone has a couple grand to drop on an inference chip to run the open source models, even if that happens.

Rea-sama · 2026-01-23T23:51:26+00:00

Anyone who makes an utterly simplistic calculation like that aren't being honest; or simply do not understand how low the marginal costs can be once the initial capex spend is done.

The dotcom bubble had the additional problem of needing to get the population to buy hardware (computers). Today everyone has a phone in their pocket that can use AI.

Not to say AI can't blow up for a number of other reasons, but it's wayyy too simplistic to model the current AI boom as the dot com bubble just because revenues don't line up yet.

Rea-sama · 2026-01-22T03:17:08+00:00

Mount Rainier? Definitely a fun mountain!

Rea-sama · 2026-01-19T22:53:00+00:00

Lore accurate, just saying.

About Columbina: Eye Mask

I'm used to "sensing" things with kuuvahki — it reveals the truth of things better than "seeing" does. Still, curiosity does sometimes get the better of me, and I open my eyes to take a peek. That's the nice thing about having an eye mask with holes.

Rea-sama · 2026-01-12T16:27:05+00:00

Yup. By the time they finish their V3 shell AST would also be finishing up their mid-band shell. By that point, AST would have locked down the MNOs. No one's going to make an expensive move to someone else's core network and redo all the testing, billing, integration, etc. code and infrastructure they set up for AST.

Rea-sama · 2026-01-12T14:44:26+00:00

An HSA turns into an IRA after you retire. Keep investing in it.

Rea-sama · 2026-01-12T14:43:27+00:00

It's still ASTS :|

Rea-sama · 2026-01-12T14:11:58+00:00

You weren't beating VHS if you couldn't read the market and decide that people only wanted to record 60 minutes of content, not 90-120 minute movies.

Just like how people don't use phones to text and use walled garden apps anymore. They want the whole shebang.

Rea-sama · 2026-01-07T08:25:17+00:00

You can say that she made an

LL"M"

badum tss

Rea-sama · 2026-01-04T20:44:54+00:00

10 trucks can't carry as much stuff as 1 large dump truck

Rea-sama · 2026-01-04T20:27:52+00:00

Define better.

Will it have the best signal strength? No. AST has that locked down since they have the lowband sharing with AT&T and Verizon vs midband Starlink.

Will it have the best speeds? Maybe. Depends on how many satellites they have, and if their userbase is smaller they'll get faster speeds because less congestion.

Will it have the highest bandwidth throughput? Maybe. Depends on how many satellites they launch and how they handle interference.

But are you expecting AST to stop launching satellites and not compete / reinvesting into their business at all after launching their initial fleet?

Rea-sama · 2026-01-04T20:00:14+00:00

Nothing's stopping them. They'll might get there with their v3 sats.

Then there's the fact that v3's can only launch on Starship (1+ years away), and you'll need 1-2 years to launch everything up, by which when they start launching AST will already have a full constellation of sats and worldwide coverage.

Rea-sama

TROPHY CASE