$ASTS, $QS, $AUR | economics, theology, philosophy, and the UAP phenomenon | Lost access to @Defiantclient

$ASTS: The @AST_SpaceMobile subreddit FAQ is now freshly updated with new information. + Key DD links and resources + Valuation calculators + Launch providers + What's stopping Elon from refusing to launch AST's BlueBird satellites? + How many satellites are needed for coverage? + AST keeps missing their guidance for satellite launches. What is going on here? How do we trust them moving forward? + What are AST's plans with Block 1, Block 2 and Block 3 satellites and how does that relate to spectrum usage? + Do AST satellites support 4G, LTE, 5G, 6G, 7G, etc.? + When will ASTS get regulatory clearance from the FCC for US market access? + What is each BlueBird satellite made of? + What is the difference between BB6/BB7 and BB8+? + What is the status of the next BlueBird satellites? + When is the next earnings call? + What are the chances of satellite failure? + WTF!! The Chief Technology Officer Huiwen Yao sold all his shares?! (Hint: he didn't) + Is there a Discord for live chatting about ASTS? + How do I buy AST merch? + Wen moon? + Wen lunch? + Wen BB shipment? teddit.net/r/ASTSpaceMobile/…
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🇨🇳🇺🇸 #China and the #US Reach Eight Deliverables and Understandings 1⃣The two sides agree to build “a constructive China-U.S. relationship of strategic stability on the basis of respect, fairness, and reciprocity.” 2⃣China and the United States support each other in successfully hosting the APEC Economic Leaders’ Meeting and the G20 Summit. The two heads of state intend to attend each other’s meetings. 3⃣The two heads of state agree that Iran should honor its commitment to not developing nuclear weapons, and no country or institution can be allowed to impose tolls on international waterways. 4⃣The two heads of state recall that China and the U.S. were allies in World War II and fought side by side to win the war. 5⃣The two heads of state recognize the positive role of the China-U.S. economic and trade consultation mechanism, endorse the outcomes of the consultations between the two economic and trade teams, including establishing and taking forward the Board of Trade and other mechanisms, reaching an arrangement for a US$30 billion reciprocal tariff reduction, and the extension of the outcomes of economic and trade consultations in Kuala Lumpur, and give instructions that they be implemented. 6⃣The two sides note that cooperation between the counter-narcotics and law enforcement agencies of China and the U.S. has produced visible outcomes. Recently, the two sides working closely together have jointly cracked multiple cases involving New Psychoactive Substances (NPS) and precursor chemicals, and apprehended dozens of relevant criminal suspects in the two countries. 7⃣The two sides agree on the establishment of the China-U.S. AI Dialogue to exchange views on risks and benefits related to AI. The next exchange will occur in November 2026. China and the U.S. also agree to establish a bilateral communication channel for AI incidents. 8⃣The United States welcomes the arrival of two giant pandas, leased by China to Zoo Atlanta.
China and the United States Reach Eight Deliverables and Understandings 🇨🇳🇺🇸 fmprc.gov.cn/eng/xw/zyxw/202…
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Kevin Chen retweeted
The latest $ASTS video showed global gateways for the satellite constellation. This screenshot shows Pakistan, India and Bangladesh. That's 1.6 Billion people in just three countries!
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BREAKING: The US and China have reached a trade deal to lower tariffs on $30 billion worth of "non-sensitive goods" after President Trump and President Xi met this week. This deal will likely lower prices on a variety of consumer goods, including small appliances, toys, holiday decorations, and kids' car seats. In return, China will cut tariffs on agricultural goods and seafood, wood products, cosmetics, and medical devices. China has also agreed to import 10 million metric tons of US coal in 2027 and 2028. Rare earths are still being discussed, the White House said.
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$ASTS: It was long guided by @AST_SpaceMobile that initial noncontinuous service would begin with 25 BlueBirds (5 Block 1 plus 20 Block 2). However, on the Q2 earnings call, @scottwisniews hinted at pulling beta service forward by the end of the year with fewer than 25 BBs in his reply to Louie Dipalma of @WilliamBlair. 👇 Louie Dipalma, William Blair & Company L.L.C., Research Division Great. Thanks Scott. And you discussed the beta trials. What is the timing in terms of when consumers will be able to trial your network? I know that you don't want to speak on behalf of your carrier partners, but have they given any sense on when the generic AT&T and Verizon customers will be able to test out the service? And related to that, if there are like 25 satellites in orbit, from a general location in the United States, what percentage of the day will a satellite be overhead such that consumers will be able to connect to your network? Scott Wisniewski, President & Chief Strategy Officer, AST SpaceMobile Thanks, Louie. So getting the capability ready for consumers is something that we're targeting for later in 2026. How we go to market with that, how we use that, of course, like you said, we're going to defer to our partners and there'll be announcements on that in the right way. But we're very focused on enabling that. And there's a lot that you can do separate, apart from the space. So those 2 are kind of separate. And so while we've historically said 25 satellites is the right way to think about it, we have great flexibility there on how we do beta. So for us, it's all about racing forward towards putting satellites in the air and then racing towards getting a scaled beta available because, of course, the steps from a scaled beta to commercial service is pretty quick. It's just a function of satellites in orbit. And in terms of our -- about 25 satellites, like you said, that's -- there's a lot of variance there, but think about it as about half the day coverage.
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During a presentation by ISRO's chairman, the following slide with ISRO's upcoming launches was shown: - GSLV-F18/NVS-03 NET Oct - SSLV-L1/NSIL NET Oct - Gaganyaan-G1 NET Nov - PSLV-C63/TDS-01 NET Nov - LVM3-M7/GSAT-32 NET Dec - PSLV-N1/Oceansat-3A NET Jan - SSLV-L2/SBS-3 NET Mar
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🚨🚨 $ASTS WEEK IN REVIEW🚨🚨 The wait continues, but the dam is about to break. That, and more, on this week's Weekly…
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$ASTS: @SpaceX’s Falcon 9 launch manifest uncertainties in Cape Canaveral are being removed with Crew-13 locking into their new target date of October 1. 🤝
Touchdown tomorrow! 🚀 NASA’s SpaceX Crew‑13 arrives at Kennedy around 1 p.m. EDT to begin final launch preparations. Catch the crew’s arrival – along with brief remarks and media Q&A – live on NASA Kennedy’s YouTube channel. piped.video/watch?v=2B8stL_C…
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$ASTS Green on the 1D, 5D and 1M charts for the first time in a long time. Feels good.
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$ASTS just dropped a very clear signal in its TRAI filing 🇮🇳 • Multiple gateway locations planned in India • Engineering + Network Ops Centre already live in Hyderabad • Strategic D2D partnership with Vodafone Idea (~199 million customers)
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$ASTS Wow! Looks like we could get some interesting updates in the near future with all those India (and South America!) Ground stations going in!
$ASTS Vodafone Idea and BSNL striking a nationwide network deal could be huge for accelerating AST D2D solution in India. I will circle back later today with my thoughts.
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BREAKING: The S&P 500 rises on reports that talks between the US and Iran have entered a "technical stage," per Al Jazeera. Details include: 1. Negotiations in New York have reportedly moved beyond initial diplomatic contacts into a "more detailed technical phase" 2. Technical experts joined the discussions in New York after a first meeting involving US envoys Witkoff and Kushner 3. Iran's proposed 7-day plan to reopen the Strait of Hormuz if the US ends its blockade is being discussed as an accelerated version of a previously discussed 60-day process 4. Both sides also continue to discuss other arrangements for the Strait of Hormuz Oil prices are pulling back on the news.
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$AUR We shared how we’re driving the inflection in autonomous trucking at our 2026 Analyst & Investor Day, including: → We’ve surpassed 500,000 driverless miles since commercial launch → We’re fully allocated to exit the year with 200 driverless trucks → We’ve set a vision for 30,000+ Aurora Driver-powered trucks on the road in 2030 Watch the full replay: piped.video/8tCx7F-KZa4
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$AUR Morgan Stanley post-Investor Day: • Reiterates Overweight, $18 base PT; bull case raised to $40 • Aurora targets 30K+ trucks & $5B+ revenue by 2030 • New-lane launch time: 6 years → 6 weeks → targeting 6 days • 200 driverless trucks expected by YE26, >1,000 in 2027 • Customer feedback from Werner, McLane & Detmar supports strong demand/utilization • Aurora economics could mean ~20% lower cost/mile, ~2x revenue/truck and ~6x margin contribution • Near-term margins slipped, but long-term gross margin remains >60% target • Apollo sees AV insurance costs already declining 15–25% annually The story is shifting from “can driverless trucking work?” to “how fast can Aurora scale it?” $AUR
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NEW AST SPACEMOBILE CORPORATE VIDEO 👀 AST SpaceMobile has just released a new corporate video on YouTube 👀 With AT&T also starting to advertise the service, I wonder if we have some PR coming very shortly! $ASTS piped.video/FuWSYtRQ-z0?is=9FZX…
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$QS: At $5 the stock is extremely cheap and the risk/reward ratio is extremely asymmetric.
$QS: Today at ~$5 per share and ~3B marketcap, approximately 40% of @QuantumScapeCo's valuation is now purely cash/liquidity and physical assets (1.17B). The entirety of QS's proven technology, patents, and partnerships is the remaining 60% of the valuation. The stock is cheap.
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$QS: Added shares at $5.01 for a swing trade. I believe good price-moving news will come for @QuantumScapeCo by year end. 🤝
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New - Jeff Bezos has invested $30 billion in Blue Origin over more than a quarter century. The co has raised its first outside funds in a round that includes $2 billion from Bezos, and values the company at $140 billion. @WSJ wsj.com/business/jeff-bezos-…
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I see only a few EV chargers around Japan. That is one barrier to EV adoption, along with the price being too high [1]. Better batteries should help unlock the 2-sided market of chargers and cars by lowering price, increasing adoption, and creating demand for chargers. [1] nikkei.com/article/DGXZQOUC1…
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I see only a few EV chargers around Japan. That is one barrier to EV adoption, along with the price being too high [1]. Better batteries should help unlock the 2-sided market of chargers and cars by lowering price, increasing adoption, and creating demand for chargers. [1] nikkei.com/article/DGXZQOUC1…
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