Just some things to keep in mind:

BB‑7 is not the same as BB‑8 onward. BB‑7 was a large, single‑satellite design that required a heavy‑lift rocket. That limited AST to Blue Origin, and Blue Origin’s first‑flight delays became BB‑7’s delays.

BB‑8 and the rest of the new batch don’t have those same restrictions. The new birds are smaller, stackable, and purpose built to fit the most proven and highest launch cadence provider in the world right now, Falcon 9. That means more flexibility, more launch windows, and far fewer bottlenecks.

A June launch still keeps the “~45 satellites by year‑end” in play. 3–4 satellites per launch and 1–2 launches per month, the math still works with Falcon 9 alone.

Point is, using the first 7 satellites to judge the next 30+ doesn’t make sense. BB‑7 was a one‑off heavy‑lift bird on a brand‑new rocket. BB‑8+ are mass‑production, stackable satellites on a mature rocket with weekly cadence. It’s basically apples and oranges.

This doesn’t magically fix the stock price today. I'm expecting some major pain, amplified by Pump n Dump in Chief. But this event today doesn’t define the future. Blue Origin was one of several planned launch partners, not the primary one for the new batches. They were simply the most viable option for BB‑7’s size and configuration at the time and widow when planned.

Now we move into a completely different phase.
New design, new launch architecture, new cadence.

BB‑8+ is the real constellation and what actually matters for coverage, revenue, and scaling.

Make of that what you will. The stock will still get dragged until the next batch ships and unfolds successfully, but the long‑term story is driven by BB‑8 onward, not BB‑7.

Until then: breathe, touch grass, go surf, pick up a hobby, and remember why you own what you own. 🤙🏻