$ASTS @AST_SpaceMobile For all of the #SpaceMob I have been working with a UK based 3D model maker to provision a Bluebird Satellite replica (not a BB2 yet). This is around 30cm x 30cm . Below are some pics of the outcome, if anyone is interested in knowing more of its availibility, please do let me know.

$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)

Merlin is building Merlin Pilot, a single autonomy core designed to fly any aircraft. Over the last six months, every milestone tells the same story: the same system advancing onto more airframes, through more regulatory gates, with more commercial and defense partners behind it. Our latest blog post connects the dots. merlinlabs.com/news/one-brai…

Happy and Content $ASTS @AST_SpaceMobile knowing that management are doing their thing and figuring out what needs to happen to move the constellation forward. Remember if you have lost faith, sack the management by selling your stock. It's really just that simple.... It doesn't need a big charade or a 'woe is me' enactment of a Broadway show, because it didnt go your way short term. In the meantime I'm just dreaming of the grass growing like the constellation will over the months and years over here in the English countryside

$ASTS @AST_SpaceMobile Amen...

We live in a world of instant gratification and impatience $ASTS @AST_SpaceMobile I wonder if BOFA are on their version of X complaining every day that the company has not put out the right PR or if they are not quite meeting their 'prospective guidance' (see page 2 of the investor deck!) Perhaps they are viewing it more long term and seeing if the puck is still moving in the right direction or not.... Just maybe

$AUR just laid out the clearest version yet of what the endgame looks like: • 200 driverless trucks targeted by YE 2026 • Hirschbach intends to own & operate 500 trucks under DaaS starting in 2027 • 500,000+ driverless miles since commercial launch • Current trucks averaging 225,000+ miles/year — more than 2× traditional truck utilization • Gen 2 hardware cost cut by >50%, designed for a 1-million-mile life • Roush targeting 20 truck upfits/week in October • International, Volvo and PACCAR all part of the scaling ecosystem And then the big number: 30,000+ driverless trucks by 2030, generating a multi-billion-dollar revenue stream with SaaS-like gross margins under Aurora’s Driver-as-a-Service model. Aurora is trying to make the jump from proving autonomous trucking works to industrializing it at scale. That is the real story of today’s Investor Day. $AUR ir.aurora.tech/news-events/p…

$AUR 30,000 trucks baby ir.aurora.tech/news-events/p…

$ASTS $TIMB - AST SpaceMobile was just approved temporary authorization to test V Band frequencies for its Brazilian Gateway. From the Act made public from ANATEL, it appears testing is performed in TIM Valley. This is a facility owned by TIM Brazil.

$AUR Amazing to see this! The equivalent of Abel going up to space and watching it unfold $ASTS

Just incredible 👀👀 CNBC’s Phil LeBeau joins Aurora CEO Chris Urmson LIVE on Squawk Box, riding from Dallas to Houston in a truck powered by Aurora Driver 2. No safety driver. Quite a way to explain your product: take the reporter along for the ride. $AUR

$ASTS: More movement on the Ligado Skyterra modification application including push back on the request to reveal confidential information. fccprod.servicenowservices.c…

$AUR: Chris Urmson in an autonomous truck live on CNBC. This is how you do it!

$ASTS @AST_SpaceMobile All you have to do is just wait, find something else to keep you occupied. They gave you the clearest signal there isn't a major retrofit problem by telling you Bluebird 14 is done and dusted. If there was a major problem that needs a re think then thats coming back out the box and they dont tweet. If 15 and/or 16 need additional testing, then of course it is best to complete on the ground, rather than deploy duds in Space. Do they need to spell out in a tweet they are testing faults??? In the current market, you want a PR like that...... So much drip fed PR comes out compared to other companies yet this constant need for confirmation says a great deal about conviction. Again, find something else to keep yourself busy

$ASTS Meaningful support to the defence community 👀 @AST_SpaceMobile

O2 have now started their PR campaign for the new iPhone with Satellite bundled into the premium plan Expect to see something similar with Vodafone and @AST_SpaceMobile $ASTS

It always bothered me that I had to do 2 takes if I wanted to capture vertical and horizontal video for different content types. So I made an app to fix that. Check it out its on the app store and its free apps.apple.com/us/app/crossf…

$JOBY 🔥

Multiple multi-million dollar 🐳 call flows building in $ASTS over the last few weeks: $ASTS $65 call (Sept 25) - $1M @ 1.6 $ASTS $65 call (Sept 25) - $1.4M @ 3.6 $ASTS $40 call (Oct 16) - $4.5M @ 20 $ASTS $65 call (Oct 16) - $2.4M @ 3.3 $ASTS $90 call (Mar '27) - $1.6M @ 7.8 $ASTS $170 call (Dec '27) - $1M @ 6.7 $ASTS $185 call (Jan '28) - $1.7M @ 6.8 $ASTS $105 call (Dec '28) - $1.2M @ 24

Retail seen re-entering $ASTS @AST_SpaceMobile stock once they realise that the satellites did ship and launch, and they were never meant to have their hand held throughout the process!

Broader Market Breakdown 🟡 Exercising Caution In my view, the market may soon enter a corrective period as several macroeconomic flashpoints demand resolution. Not necessarily a major top, but a painful drawdown at least. The administration’s push on trade disputes and military efforts has created unease and persistent inflationary pressure. Strong technology earnings have helped keep GDP and the indices resilient despite the 10Y Treasury Yield approaching 5%, but concerns that AI development could intentionally slow down over safety considerations may dampen spending efforts. AI leaders have driven a significant share of economic growth. Any significant slowdown could expose the broader cracks in the economy that are obvious under the surface. Valuation multiples would compress in the event that earnings struggle to keep pace with elevated yields and persistent inflation. This is why rate hikes have become base case, with one appearing likely this week and another possible before year-end. We may be entering a renewed tightening cycle, a circumstance that would bode poorly for risk-adjacent assets. At this time, I am closely monitoring $SPX $ES_F for signs of a breakdown. It currently trades within a falling wedge into comfortable support, a bullish pattern until further notice. The key pivots outlined include $7625 / $7490 / $7220 with the Volume POC in the $7400s as well due to June-July consolidation. The cause for concern does not stem from this chart. Instead, it comes from a few other sources. I will discuss all of those below. HY-Credit Spreads ➯ At this time, the chart is extremely tight, with Bollingers foreboding an explosive move approaching based on the signs of it being at all-time lows and RSI Bullish Divergence starting to build up. With Yields and rates rising, the risk of defaults only rises. The macroeconomic environment would suggest; therefore, that HY-Credit Spreads are bound to rise. This typically occurs during corrections as observed in previous ascents on the chart. Volatility Index ($VIX) ➯ Similar to the credit spreads chart, the $VIX is also showing extremely tightened Bollingers and Bullish Divergence on higher timeframes. It is attempting a breakout from its downtrend as well, but is being repeatedly snuffed. Eventually, the dam will break. The key levels to watch for are 20 / 25 / 29 once it starts to rise. $IWM $SMH $XLK ➯ At this time, all of these technology and high-beta related charts are showing me that they've marked a Wave 3 Top and are in a Wave 4 correction that is not yet sufficient enough of a drawdown or complete. That is why many names of interest are currently in the trenches and not tracking indices as well as they have before. Certain baskets such as energy and software tell a different story. It is also of note that $RSP has marked a major top based on my work so breadth should begin to deteriorate here.