Socrates ππ
°οΈ
@DefinitionsNew
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Philosophical rambling, near-future investing. $ASTS. Thomas Inch challenge. Author of Science Fiction novel about AI. Skeptic. Musician. Chef. Husband. Father.
Joined November 2020
Really starting to be annoyed by the orbital data center people. Apparently the best research is "trust me bro, I wrote a tweet"?
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No, it doesn't. And this still doesn't make sense from a ecological imperative. These space AI people have an unspoken agenda. I am not yet sure what it is but it can't be directly aimed at capex. There is some other angle.
Absolutely. xAI already bottlenecked by the use of natural gas turbines. Next-generation AI belongs in orbit.
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Space GPUs are a fantasy. Radiators kill the idea long before launch cost does. To hit Elonβs scaling, youβd need ~15 Starship launches per day year after year. Orbital AI only works as specialized ASIC inference β exactly what $ASTS is already building. Just the facts.
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I love it when the world's richest man tells everyone the direct to cell market is huge. And that it's a big reason for higher valuations. $ASTS is at least a 10-20x from here. Elon just told you as much.
There has been a lot of press claiming @SpaceX is raising money at $800B, which is not accurate. SpaceX has been cash flow positive for many years and does periodic stock buybacks twice a year to provide liquidity for employees and investors. Valuation increments are a
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$ASTS added 1,966 shares here. In case the bears need this translated: I like the stock.
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$ASTS When the bears can't handle the truth, they do this.
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Then in twenty years some CRISPR genius will invent permanent skin color customization and we will all be whatever color we want. Maybe even blue. Or pink! Point is this: who fucking cares.
If current trends continue, Whites will go from being a small minority of world population today to virtually extinct!
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$ASTS I don't recall them usually doing a PR for a fireside chat?? Seems unusual, and intentional.
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The "metal inside" is free to extract too! /s Yeah I know OP is satire...
I sold all my Bitcoin. I am putting it all into physical nickels. Yes, you read that correctly. Here is the math: A nickel is worth 5 cents forever (legal tender). But the metal inside (copper/nickel) is worth 6.2 cents right now. I am buying money for a 20%+ discount. If
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My read on current market dynamics: Many people are saying AI is a bubble. Yesterday's "Genesis Mission" announcement and Executive Order has been seen by these folks as confirmation that AI is a bubble. There are interpretations of the GDP that suggest without AI's purportedly
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When the Curious Cat speaks, you listen. You can tell this one gets him excited. He doesn't usually post all caps haha.
π¨ $ASTS IS INCREASING ITS PATENT MOAT ESP. ON DOW ORBITS π¨THIS PATENT COVERS THE SIGNAL-PROCESSING METHODS β SELECTION COMBINING, DIVERSITY COMBINING, AND MIMO β THAT ENABLE RELIABLE DIRECT-TO-CELL CONNECTIVITY FROM LEO SATELLITES TO STANDARD HANDSETS. 1/
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I don't get it. We were told by "consultants" that $ASTS couldn't build their satellites fast enough. This appears to prove them wrong, again...
AST SpaceMobile Expands Manufacturing Footprint in Both Texas and Florida, Accelerates Next-Generation BlueBird Production https://t.co/K0MZ7AdjZ0
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October: @michaeljburry: AI is a bubble. Today: @WhiteHouse: AI is too big to fail. Long ago: @CatSE___ApeX___ : $ASTS is building the foundational omnipresent network to enable 6G AGI world-model (@ylecun) singularities. Does this about sum it up?
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$ASTS officially inside an inner technical circle with Apple engineers. Big, and true. When an organization's telecom experts see what AST can do the conclusion is... inevitable. Because nobody who truly gets it is bearish on this technology. Nobody.
$ASTS:π¨APPLE, AST SPACEMOBILE, VODAFONE AND OTHERS SUBMIT JOINT PROPOSAL IN 3GPP RAN4 FOR L- AND S-BAND SPECTRUM β
Maps NTN L- and S-band NR/NB-IoT bands to ETSI MSS standards β
Lays out a work plan and 2026 timeline for RAN4 to define ETSI requirements and A-MPR rules so
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I'll be fine, but thanks for your concern. Also lol @ "chasing" when I've been an ASTS investor for four+ years. Tell you what @Stonefoxcapital why don't you put your money where your mouth is? I bet you $10,000 $ASTS makes me more money than it makes you over the long term.
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My DCA of $ASTS continues today with +1,300 shares, just a moment ago.
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$ASTS I still have deployable capital but don't quite think we hit bottom that fast. Am I being too paranoid?
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π¨#BREAKING: House Speaker Mike Johnson says that releasing the Epstein files without redactions could lead to the imprisonment of many prominent Republicans and Democrats - CNN.
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