The Volsc
@C1_dF9432
Followers
1K
Following
82K
Media
82
Statuses
23K
Stock investing, Dividend,biotech and tech stocks. Nothing I write is financial advice and worth exactly what you paid for it: 0.0 🚫 DM. Will 🚫 DM you.
Joined August 2023
FM1 is BB2 McGivered for DoD purposes. If there is a "developmental" issue to be resolved after shipment to India, it can only be that the LM "tail" addition is creating form/fit issues into the delivery vehicle crate. ASTS wouldn't have any other reason to do it in India.
@redrum_2001 We're not on track. "After citing development issues, ISRO chair V. Narayanan stated twice on a recent YouTube video the Block2 Bluebird will launch three to four months after its arrival." (Not ISRO's delay, but FM1 "developmental issues") 8/6/25
4
1
15
And the $ASTS D2C service anywhere, will be available with all major carriers (minus @TMobile ) next year, not 5 years from now.
Honestly, what AST SpaceMobile is building is wild. BlueBird satellites + phased array antennas = direct smartphone connectivity. No dishes. No bulky gear. Just your phone. If this scales, it won’t just fill coverage gaps, it could rewrite the economics of mobile networks.
1
0
3
Are we seeing a movement towards revaluation of small biotech companies in an advanced stage of validating their technologies? $RGNX, and $PRME are good candidates for a big revaluation. $QURE has recently undergone the early steps of revaluation but still has miles in the tank.
1/🚨WOW! Novartis just announced that it is acquiring Avidity Biosciences and its entire new class of pioneering RNA therapeutics called Antibody Oligonucleotide Conjugates (AOCs) for the treatment of neuromuscular diseases. $NVS will pay $72 per $RNA share in cash - representing
0
0
1
$ASTS D2C connects the unconnected to the internet wherever they are. All they need is the phone they currently have in their pocket and a $5-10 addition to their current phone bill.
The future of mobile broadband from space anywhere you go – with SpaceMobile Our space-based cellular broadband network powered by the largest (2400 sq ft) and most advanced commercial phased arrays ever deployed in low Earth orbit. They will be capable of tuning in across 1150
0
3
20
$ASTS Even Grok knows these Apple/Space X headlines are a nothing burger.
@ChristianVBack1 @AlvaroMysterio No, this isn't officially confirmed by Apple or SpaceX. Reports from The Information suggest exploratory talks and technical tweaks to enable satellite compatibility, but it's speculative amid Apple's existing Globalstar partnerships for emergency SOS. Sources like Digital Trends
7
7
67
Honestly, all of this Apple/Starlink stuff is fud. Musk is scrambling because he knows he has lost the MNO battle with inferior tech. He has scrambled before to no avail. This behaviour is typical of an incumbent trying to protect its domain. https://t.co/bgGB6oJroL $ASTS
jalopnik.com
In fairness, SpaceX may have a point. AST SpaceMobile's proposed satellites are the size of a tennis court and would be visible to the naked eye from the ground
6
6
79
HUGE NEWS COMING FROM APPLE In a move that will provide a true broadband experience for users, Apple will be integrating the Ligado spectrum into new iPhones $ASTS $AAPL $TMUS $T $AMT $GOOG $VOD $VZ
$ASTS:🚨 APPLE SEEKING TO INTEGRATE AST SPACEMOBILE LIGADO SPECTRUM INTO NEW IPHONES, LIKELY STARTING WITH IPHONE 18 PRO NEXT YEAR APPLE FILED A 3GPP CHANGE REQUEST TO RAN4 3GPP WORKING GROUP TO ENSURE THAT AST SPACEMOBILE LIGADO SPECTRUM WILL WORK WITH FUTURE IPHONE, IPADS AND
6
28
241
$QS Amazing holographic video display of the Ducati Motor Holding - AUDI AG - PowerCo - QuantumScape QSE-5 powered Ducati bike project at IAA in Munich by VW Group...
2
10
58
Awesome ride on QSE5 batteries from @QuantumScapeCo . Just a taste of what a QSE5 powered car will be doing soon.
$QS solid-state battery breakthrough is not merely an incremental improvement. It represents a pivotal moment that fits squarely into broader industry trends pushing for greater sustainability, efficiency, and performance in electric mobility.
0
1
9
A few perspectives that will challenge Vlad's implied conclusions: 1) $ASTS will not be static while @Starlink climbs out of the hole that they are in. 2) $ASTS bigger 'antennas' will still be bigger after the new improved phones become dominant. 3) MNOs will still want to live.
The DTC Phone Hardware Shift: ASTS Wins Early, Starlink Wins Big 📲 Direct-to-Cell performance wont just be about the satellites; it will also be about the phones. Our latest breakdown covers how new Non-Terrestrial-Network (NTN) chipsets from companies such as Qualcomm,
4
4
61
On "gambling" portfolio $ASTS.......added at $70 this wk $QS............Holding $RGNX......Holding $PRME.......Doubled up position at $5.40 Continuing DD for potential addition of: $AUR....... In the $5's if DD is OK $ASPI....... In the $8-9 opportunistically after DD completed
0
0
2
Looking for possible addition of: $UPS post earning on 10/28 depending on better visibility for FCF. $CAG if green shoots become visible. May be adding to $PFE position opportunistically on general markets drawdowns.
1
0
3
Over the past 4 weeks I have removed follow from dvd folio. No + $BNS......Achieved target P of $65 $VZ..........New CEO will be breaking things. $F.............up ~50% (incl dvd) since purchase. Cyclical w little upside left. $WPC is next tgt (~70) for expulsion due to valuation
1
0
1
What happened to this Chinese made BEV, Will not happen to any BEV powered with $QS Solid State QSE5 batteries because fault conditions that can start fires (thermal runaway, hot spots) simply do not happen in solid state electrolytes.
Shocking fire broke out in the battery of a five-door minivan MEGA produced and sold by Li auto.
0
1
7
Kevin's post has Elon's statement on No Anode.
$QS $TSLA: This is a good time to bring back this great summary of the @Tesla x @QuantumScapeCo connection prepared by @topsecretstocks, linked below. Here is @elonmusk's exact quote from Tesla's Q1 2025 earnings call: "But it's output potential would be the biggest lithium
0
2
8
More evidence that @Starlink D2D will never really fully catch up to $ASTS true D2C which requires no new or custom equipment for operation. 'Simpler is better' is still the number 1 rule for efficient engineering.
STARLINK NEWS: According to the Korean Economic Daily (KED), Samsung Electronics is developing an AI-powered Exynos modem chip for SpaceX with an integrated NPU for satellite communications, aimed at enabling direct LEO satellite connections to consumer devices for Starlink,
0
1
9
That's what happens when established enterprises neglect the part about creative destruction. New entrants, like $ASTS, with better ideas and technology obsoletes them as they watch it happen with complete paralysis.
Iridium are cooked. They have a couple more years of revenue buoyed up by long term military contracts but most of their business will get eaten up by new-gen DTC. Wouldn’t be surprised if they are planning to sell of the business before 2030
1
0
2
Hopefully ISRO isn't pouring new concrete when they'll be lifting up $ASTS FM1. Just a little Indian humor 😂
The Mi-8 helicopter carrying the Indian president got stuck in concrete that was poured just hours before landing.
0
0
0
This looks like it could go hand in glove with $QS Solid State battery (QSE5).
Yasa (owned by Mercedes) recently smashed their own record for motor weight, size and horsepower. This production intent motor weighs 28lbs and produces 1,000hp!
1
2
6
6/6 Looks like we've been notified that $QS (the little gem) has crossed the Rubicon to producer and that the combined manufacturing capacity of Murata + Corning is not adequate to supply the demand for QSE5 separators from engaged JDA partners. I smell @Tesla and/or @panasonic
1
1
6
5/n Why be switching to reporting billings if they had no visibility that more customers will be billed going forward?? Why be looking for more ceramic manufacturers to partner with when you got Murata and Corning already signed up???
1
0
3