Kevin Chen
@Defiantclient2
Followers
2K
Following
16K
Media
204
Statuses
3K
$ASTS, $QS, $AUR, $PGY | economics, theology, philosophy, and the UAP phenomenon | Lost access to @Defiantclient
Joined June 2025
$QS Some thoughts on @QuantumScapeCo I think QS is being highly underrated because people still do not understand that their scalability is going to be insane once their product is readily available for the demand that it will have. It’s not gonna be like the dam completion and
10
5
65
We also find out in this filing that since the $800m ATM 10/8 was filed $ASTS has issued up to 10/15 2.56m shares. Raising roughly $220m at AVWAP of $86.6. About 2% of ADV & likely only on green days. Responsible & prudent use! Add in yesterday and likely at $250m. My guess is
$ASTS: AST SpaceMobile Founder, Board Chair and CEO Abel Avellan receives: $0 Salary $0 Bonus $0 Stock Awards He is the ultimate owner operator through his 21% ownership of Class C shares. Aside from collaring 3% of his shares in Nov 2024, ABEL HAS NOT SOLD A SINGLE SHARE.
24
23
235
$ASTS the weekly might look bearish until you realize the same shooting star that formed today also formed on week 6 of the endless rally in 2024. Today is the 6th week too. Uncanny? It gets more interesting. In 2024, the shooting star printed on the week ending on June 21st
48
49
406
$ASTS: AST SpaceMobile Founder, Board Chair and CEO Abel Avellan receives: $0 Salary $0 Bonus $0 Stock Awards He is the ultimate owner operator through his 21% ownership of Class C shares. Aside from collaring 3% of his shares in Nov 2024, ABEL HAS NOT SOLD A SINGLE SHARE.
28
54
498
$ASTS: Reminder that the chad @AbelAvellan has continued to take a $0 salary in his position as CEO of @AST_SpaceMobile. The only form of compensation that he liquidated so far is that in November 2024 he essentially sold a collar on ~3% of his shares. Abel knows what he owns!
6
21
197
@AboveAvgOdds notes in "Connecting Dots" "On the topic of peers who’ve helped better our understanding of a complicated space (bad pun intended) and the true magnitude of AST’s numerous technological advantages, we'd be remiss to not acknowledge yet another unique aspect of
3
11
69
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨 The market is seeing the inevitable ascent of $ASTS. Macro is helping to make things confusing, but the light always wins against the darkness. That, and more, on this week's Weekly…
7
32
206
$ASTS: A REVIEW OF WHAT LIES AHEAD AND RECENT MILESTONES ACHIEVED Upcoming Catalysts: + BB6 India Launch + BB7 Delivery to Florida and Launch + BB8 - BB10 Delivery to Florida and Launch + Execution of more definitive commercial agmts w/ prepaid revenue and/or investment w/ Bell
30
70
492
$ZION - ZIONS SELL-OFF DEEMED ‘OVERDONE’- MORGAN STANLEY Zions Bancorp’s 3Q loss and fraud allegations against certain borrowers spooked investors, triggering a 13% drop. Morgan Stanley says the reaction is overblown, noting no signs of wider issues and limited exposure to
25
12
107
#HardcoreDD: Mario identifies why Starlink is a Russian intelligence dream. How is $ASTS different? ASTS addresses these security issues through its core architecture and use of standard cellular protocols. Unlike traditional satellite systems that often rely on unencrypted
THE SKY IS LEAKING: RESEARCHERS EXPOSE MASSIVE SATELLITE SECURITY MELTDOWN Turns out, space isn’t silent - it’s wide open. A team from UC San Diego and the University of Maryland spent three years eavesdropping on satellites using a $800 off-the-shelf receiver. What they
6
28
173
It’s absurd that the market is conflating problems in commercial credit with Pagaya $PGY consumer credit business. In fact, if regional banks are now facing liquidity constraints, that only strengthens Pagaya’s position because everyone will need its platform even more. Pagaya
Markets off on credit worries. Regional banks taking a hit while rates go lower.
11
9
66
PowerCo is joining the Valencia Digital Summit 2025. October 22 & 23 🔋 $QS Good to keep an eye out for SSB updates and Quantumscape partnership progress.
2
5
44
$ASTS: This just hit the tape - AST SpaceMobile partner Vodafone Turkey acquires 100mhz of 5G spectrum in auction. I believe the 20mhz of 700mhz spectrum will be a key enabler of AST SpaceMobile service in Turkey👀 Vodafone's Turkish business buys 5G spectrum for USD627 million
22
56
449
$ASTS 101 Quick summary of why @AST_SpaceMobile is better suited for D2D than Starlink 👇
@Lee_Lichterman @techinvestoor It’s a technological advantage as well as a political one (resulting from the technology — I’ll explain). First, the key to understanding D2D is to realize that the phone in your pocket is quite weak. It isn’t designed to connect to a satellite 350 to 700 km in the sky. It’s
1
8
96
$ASTS: VERIZON CFO: 60% OF NEW ACCOUNTS TAKE PRICER UNLIMITED PLANS I believe VZ & AT&T will incorporate ASTS into their premium plans Verizon: 121M US subs x 27% prem = 33M subs x $5/mo to AST x 33M = $165M/mo x 12 mo = $2B of revenue for $ASTS https://t.co/Nqf0xxQ9cA
fierce-network.com
Around 27% of Verizon’s consumer base is on premium unlimited plans, and with strong uptake in the second quarter, CFO Matt Ellis sees a lot of room to continue moving cu | Around 27% of Verizon’s...
37
34
376
@AST_SpaceMobile $ASTS Bluebird-6 is being unloaded from the Antonov Airline’s AN-124 at Chennai International Airport, Later tonight it will be heading to SHAR by road.
14
23
276
$ASTS Wheels up and headed west for the final leg of the trip!!!!
9
6
130
$ASTS: There's a lot that feels 'priced in' only because SpaceMob is fucking crazy and we found these catalysts months ago. For many other investors, they know nothing. And when things hit the tape, SpaceMob won't be surprised, but everyone else will be.
24
28
392