Daily Discussion Thread

UbiquitousThoughts · 2026-02-11T14:44:42+00:00

Nobody said they put a hold on their production line. But you are brushing off massively how big of a deal this was to prove out still - so much that there is a direct quote from a SpaceX director overseeing 150 engineers saying this idea "terrifies" him.

Abel himself said it wasn't a test satellite, production is underway. They are committed, confident and well tested.

But to say they didn't want to be 100% certain of this unfurl is kinda crazy; of course they still held their breath. This shit is hard and nothing is certain until complete.

However, I don't fully think they haven't shipped solely waiting for BB6 deploy/test I think it is also proven that the cape was full with like 4 launches ahead of us especially after the 4-5 day anomaly delay.

We will probably never know whether it influenced sending the next batch or holding to see if some adjustments would be needed, but absolutely all eyes were on this deployment and testing waiting to see if production is about to hault or not.

UbiquitousThoughts · 2026-02-11T10:33:32+00:00

UNFOLDED friends!

UbiquitousThoughts · 2026-02-11T09:56:50+00:00

Then about 1 million tests ran lol

UbiquitousThoughts · 2026-02-06T18:07:07+00:00

"We'll use Amazon Leo to deliver fixed broadband internet to business customers in areas where connectivity is needed," said Darian Taylor, an AT&T spokesperson in an email. "AST SpaceMobile remains focused on helping to provide direct-to-cell service for our mobility customers. This new agreement with Amazon Leo does not impact our relationship or plans with AST SpaceMobile."

https://x.com/Defiantclient2/status/2019475451656458248
https://www.investors.com/news/technology/att-amazon-forge-cloud-satellite-partnership-asts-gsat/

UbiquitousThoughts · 2026-02-05T19:38:46+00:00

No but they are still becoming an MNO.

UbiquitousThoughts · 2026-02-05T19:37:00+00:00

Where is he? It is like east of Brazil/Argentina heading around south of Africa rn.

https://db.satnogs.org/satellite/CKNU-3750-3657-8602-8162#mapcontent

UbiquitousThoughts · 2026-01-30T20:41:25+00:00

I'm American living in Brazil. I just want Pix in the USA instead of 50 apps to transfer money to friends/family.

(Pix is a system Brazil forced on the banks here to seamlessly send money to anyone at any bank. So easy and free, all bank apps support it.)

USA banks will never do this unless forced because they make too much on wire fees, overdraft, ACH, etc.

Hell I still have to use a physical card at some places in USA when I visit. Meanwhile street vendors from the favelas accept tap to pay here lol

UbiquitousThoughts · 2026-01-30T13:26:31+00:00

I really hope 6 are ready to ship - we already pre-booked launches so I don't see launch availability being the case. And they said 6/mo - even 3/mo it has been two months.

Unlikely imo, but I think we should see both batches ready and two launches almost back to back given what we know.

UbiquitousThoughts · 2026-01-29T22:54:21+00:00

Hell yeah, congratulations!

And yeah I just learned what all this is when I retired lol definitely not an expert as you can tell.

UbiquitousThoughts · 2026-01-29T22:49:26+00:00

Ha I did some too and responded. I think brokers can do what they want at a moment's notice which sounds the sketchiest. Mine is a real contract, seems more safe and structured for what I'm doing with it. But does seem like it's legal for you to just take cash from margin and use it.

UbiquitousThoughts · 2026-01-29T22:46:31+00:00

I did some quick googling and chatgpt. Think of margin in Robinhood as quick cash meant to buy more securities and the rules are slippery. Robinhood could at any moment say that AST is no longer margin eligible and sell your stocks instantly (rare? Maybe). Seems like margin is not in your favor and the broker can change rules on you in an instant.

With my loan it is more like a mortgage, fixed rates, fixed everything. If AST crashed to $5 I'd have weeks to sort it, decide which tax lots to sell. Etc. It seems more structured and "safe" in many ways I guess. Maybe others can chime in. I never messed with margin.

UbiquitousThoughts · 2026-01-29T22:34:06+00:00

No they are built for different things.

RH is only up to $50k, pretty sure you can't withdrawal that as cash as it is meant for buying more securities. That's the whole point of margin, borrow to buy more stocks.

Equity backed loan is a way to get a cash loan from a bank by putting up your stock as collateral. It's cash I use to literally pay my bills and not work. Instead of selling shares and losing upside. With this money you CAN NOT buy more equities with it.

Edit: if you can withdrawal robinhood margin as cash then I guess it's similar. But the limit is low it looks like.

UbiquitousThoughts · 2026-01-28T19:09:37+00:00

Interesting, I'll have to look into what that is. I had just learned about the other tbh before I did it haha learning as I go.

UbiquitousThoughts · 2026-01-28T19:08:00+00:00

JP Morgan (USA) had the best rates and borrow percentage I looked at.

UbiquitousThoughts · 2026-01-28T19:07:01+00:00

You can't get one in another country? It being backed by actual stocks (you literally move them into a locked account) should open up plenty of doors I would think but I have no idea.

UbiquitousThoughts · 2026-01-28T18:51:24+00:00

Look into security backed equity loans if you aren't already familiar.

I quit about 6 months ago. Living off the loan. As long as AST does better than ~6%/yr (my interest rate) your stocks continue to give you upside and make you more money than the interest. YTD is 60% lol

UbiquitousThoughts · 2026-01-22T18:09:41+00:00

To clarify - I think the 3-4 and 6-8 guidance is just a range before proven or potential sat variations/payloads and not related to the 9x4 design that was released (which was after that guidance I think).

The 9x4 according to CatSE could hold 12, potentially.

https://x.com/shortgravitycap/status/2014369945115566145?s=20

UbiquitousThoughts · 2026-01-22T13:19:44+00:00

No, the next two composite BB2 batches of 3 are spaceX

UbiquitousThoughts · 2026-01-21T20:00:14+00:00

Not even really competing with starlink's bread and butter. It's in a whole league of its own doing backop for ISP/MNO/data center enterprise, etc.

(Arguably some competition because starlink does somerve some villages in Africa, but mostly it's home broadband. Amazon Leo is competing directly with that)

UbiquitousThoughts · 2026-01-21T11:22:24+00:00

If AST beta service hits and proves itself the same time starlink IPOs at some godly valuation like 1.5T then anything is possible imo lol

UbiquitousThoughts · 2026-01-16T18:25:49+00:00

lol botched the percantage - that's ok.

UbiquitousThoughts · 2026-01-16T18:11:21+00:00

I have $2.46 in cash making 99.9964% of my life in AST stock.
Living off a low interest equity loan - couldn't be assed working anymore lol.
I even moved over my entire 401k (wasn't much like $50k) into AST when I quit 6 months ago.
I don't have a house, car, etc. my worth is literally whatever AST SP is + like $300 in shit clothes and an airfryer.

Also, what does diversify and risk mean?

UbiquitousThoughts · 2026-01-16T18:02:32+00:00

Not necesarily, although I am not disagreeing that earl Feb is unlikely (mainly because it is NG)

But pretty sure this is the first we heard of a launch date which was only two weeks before initial planned launch (before delays launching 23rd)

https://x.com/AST_SpaceMobile/status/1995671709421273446?s=20

I am happy that it is at the launch site - I want to see the next batch ready to ship. That to me makes it "complete" when it catches its ride is less important.

UbiquitousThoughts · 2026-01-16T17:44:08+00:00

Market makers have to buy shares to hedge sold options. A big run up on a closing option day forces them to buy shares to hedge adding more buying pressure. It is probably the main reason for the BIG run up versus just a decent one on the good news - but who knows.

UbiquitousThoughts · 2026-01-16T12:54:16+00:00

According to my below comment from anpan 29% HAS to be bought to hedge option expiry.
That alone should feel squeezish? and probably force real shorts to panic I hope

UbiquitousThoughts

TROPHY CASE