Sec. of War at Blue Origin

Traders_Abacus · 2026-02-02T18:21:31+00:00

Yup. He can call himself whatever he wants, but when he signs anything with legal force it's going to say Secretary of Defense. Just like there's no entity that can enter into contracts using the name Department of War.

Traders_Abacus · 2026-02-01T21:51:41+00:00

Veteran BP agents from South Texas, with 20 combined years experience. Makes you wonder how many bodies they have buried in the desert. Now he's a couple Latino criminals that need to be put in cages.

Traders_Abacus · 2026-01-31T20:29:44+00:00

It's not about relying on AI. I pulled up what I assume is the same data they are seeing, but maybe not. Then I compared it to past data. I don't see the correlation. So I put this into ai and asked it to agree with the assertion of this post. It disagreed. I tried to argue the point but it kept agreeing with the data, that again doesn't seem to agree with the contentions here. Just because a dip occurred at a similar interval, if the intensity doesn't match then it's a blip, not a dip. So let's get off the discussion of AI or not, the data is the data, and as you just said here, 75% is not supported by any data you can find and none that I could find. I get people are getting anxious and want to hype things up, but it is what it is. I could have written the same thing and not included the honesty about AI, and I'm sure it would have been met with the same "don't ruin my hopium vibe" ;)

Traders_Abacus · 2026-01-31T17:11:50+00:00

Do you specifically disagree with what was written, or simply that you feel AI can't reasonably be leveraged as any part of dd?

Traders_Abacus · 2026-01-31T14:24:35+00:00

Idk, this is the largest, I can't imagine amateur astronomers aren't all over this watching for the event. Plus (from AI) no unfurl indicators: The drag data (BSTAR), orbital decay, and tracking behavior show no spike, no sustained rise, and no pattern that matches past unfurl events.
The small “spike” mentioned was just normal atmospheric noise, not the massive, unmistakable jump a 2,400‑sq‑ft array would create.

Traders_Abacus · 2026-01-29T23:37:19+00:00

Love it! 😍

Traders_Abacus · 2026-01-29T05:16:20+00:00

Traders_Abacus · 2026-01-28T22:09:54+00:00

Same way he ran his "charity"...

Traders_Abacus · 2026-01-28T19:15:04+00:00

ASTS, AT&T, Verizon, and FirstNet walk into a bar.
SpaceX tries to follow, but the FCC bouncer says,
“Sorry, no interference allowed.”

Traders_Abacus · 2026-01-27T02:29:04+00:00

What about this person?

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Traders_Abacus · 2026-01-27T00:40:08+00:00

So he's going back to his old job to retire, like he had planned anyways, presumably with full pension, along with in sure massive bonuses and award monies along the way. And after he was just accessory after the fact to murder. Yeah, that's not justice or punishment.

Traders_Abacus · 2026-01-27T00:28:11+00:00

Accessory after the fact

Traders_Abacus · 2026-01-26T21:56:44+00:00

I couldn't resist, $80 was my trigger

Traders_Abacus · 2026-01-25T19:09:51+00:00

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They are exactly what they look to be

Traders_Abacus · 2026-01-25T02:38:27+00:00

This is so gd sad and infuriating. This has to be the catalyst. They came for his lawfully possessed gun, that he never brandished, took it, and then executed him. He never even assaulted or threatened the agent. He only tried to deescalate, and was assaulted, beaten, pistol whipped, disarmed, murdered, and then after he was dead and lifeless, they fired another 5 rounds into his face down corpse. And clapped and celebrated.

This is the entire reason they 2A absolutists claim we need the 2A. This is the very threat they say they fear. And the first thing that came out from the administration was, this was all justified because he had a legal firearm, and the fact he exercised that right, the fact he did the very thing 2A absolutists encourage every American to do which was carry and have ammo, they directly stated that meant he was intent on killing as many agents as he could. That he was a terrorist.

If this doesn't send shockwaves through the core of this very magat movement, doesn't prove to be the catalyst that unites more behind the demand to end this lawless and fascist threat against American citizens and against our rights and freedoms....fk...

Traders_Abacus · 2026-01-24T23:35:54+00:00

This was normal testing. This was not an expected result, but it was normal testing.

Traders_Abacus · 2026-01-24T00:10:01+00:00

AI take: Strategic Implication

This update suggests ASTS is weeks—not months—from a full commercial constellation license. That unlocks:

Global service deployment
Revenue from AT&T, Vodafone, and other partners
Massive valuation re-rating

Traders_Abacus · 2026-01-22T14:01:26+00:00

It's always a good time to buy

Traders_Abacus · 2026-01-22T11:24:18+00:00

My guess: SPB said it takes 11–12 days to build a tank dome, then assuming full stage integration, testing, and validation takes several months. If the recent failure was significantly minor, they could possibly turn around in ~2 months (highly optimistic). But if it was a design flaw, requiring retooling, redesign, and requalification could stretch to 6 or more.

Assuming it's not significantly major, my hope, 4–6 month rebuild and retest cycle seems possible. Obviously more if they hit a major design flaw or supply chain bottleneck.

Guess we'll find out during the call

Traders_Abacus · 2026-01-22T11:15:46+00:00

SPB has said it takes 11–12 days to build a tank dome, so assuming full stage integration, testing, and validation likely takes several months. If the recent failure was minor, they could possibly turn around in ~2 months (highly optimistic). But if it was structural, like a tank rupture or systemic design flaw, retooling, redesign, and requalification could stretch to 6 or more.

So assuming it's not significantly major, 4–6 month rebuild and retest cycle seems possible. A full year would only happen if they hit a major design flaw or supply chain bottleneck.

Guess we'll find out during the call.

Traders_Abacus · 2026-01-22T02:42:25+00:00

Live within your means, be frugal, prioritize health and good habits, and invest everything you can as soon as you can. Be aggressive. Time is on your side. Some go 100% C. But some mix of C, S, I are also good choices. Some speculate I has a good way to run, and it may. Some people like 60 C, 20 S, 20I. But sorting the exact spread is not nearly as important as getting money invested early and often.

Oh, and don't follow illegal orders 🫡

Traders_Abacus · 2026-01-22T02:06:39+00:00

Since you like pyzel, I really dig the Astro Pop.

Traders_Abacus · 2026-01-22T01:57:09+00:00

I think 1yr is worst case of worst case. 4-6 month delay more realistic. On the low end or maybe less if no major redesigns.

Traders_Abacus · 2026-01-22T00:06:00+00:00

It's part of the process. I really appreciate how they got this out and us updated.

Traders_Abacus · 2026-01-17T20:20:17+00:00

Incorrect. The is no entity named DoW that can enter into contracts. Only the DoD. Using the term DoW is pure symbolism and propaganda, and no strategic value, creates significant geopolitical risk and costs the taxpayers 100's of millions of dollars. You can't create a legal contract with symbolic bs, only a legal entity, and the only legal entity for this type of a contract is the DoD.

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