I love stocks & de-spacs. Anything I state on X is my personal opinion and never financial advice.

$IONQ: IonQ’s Superion 256 Platform Selected by Florida International University for Flagship Deployment businesswire.com/news/home/2…
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The NVIDIA Accelerated Quantum Research Center (NVAQC) will have its first on-premise quantum computing deployment: an IonQ Superion 256 system. “We see this as the beginning of an exciting era of hybrid quantum-classical computing," says our CEO @NiccoloDeMasi. The NVAQC is designed to address the fundamental challenges of scaling quantum processors into a new class of accelerated quantum supercomputers. Connecting IonQ’s full-stack quantum systems directly with @nvidia AI infrastructure will help drive the breakthroughs needed to turn qubits into useful, large-scale quantum supercomputers capable of solving the world's hardest problems. Our quantum processing system will link directly with an NVIDIA GB200 NVL72 system via NVIDIA NVQLink. Workloads will be orchestrated by the open NVIDIA CUDA-Q platform. Read the full announcement → ionq.com/news/ionq-to-advanc… #IonQ #QuantumIsNow #QuantumComputing #QPU
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$IONQ: IonQ to Advance Quantum Supercomputing by Bringing First QPU to NVIDIA Accelerated Quantum Research Center IonQ’s Superion 256 quantum computer will be the first quantum processor at NVIDIA’s Accelerated Quantum Research Center (NVAQC)
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$IONQ: IonQ Demonstrates Industry’s First End-to-End Real-Time Quantum Error Decoder Breakthrough removes a major bottleneck in fault-tolerant quantum computing, enabling real-time error correction across millions of operations without slowing down execution time.
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$IONQ: IonQ and SDT Announce the First Strategic Partnership to Bring Both Advanced Quantum Computing and Quantum Networking to the Asia-Pacific Region businesswire.com/news/home/2…
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$ASTS Meaningful support to the defence community 👀 @AST_SpaceMobile
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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…
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I've been gradually getting caught up after taking a break the last 1.5 months (surgery). The concerns I outlined below regarding the $ASTS community continued to manifest, and it's now a cacophony of amplified frustration. Coming back to it fresh, without having lived through the process, the end result reads as very odd and overly negative. From my standpoint, I had been wondering when something would finally go wrong technically and how the company would handle it. There was no way everything would just keep chugging along while building and launching never-before-built massive satellites one after another. There are plenty of reasons for a shipment delay including design updates, new features, government requests, or added resiliency after further testing with BB1-BB13 in the air. Remember that $ASTS didn't launch anything last year. Now they finally get to test a stacked deployment and a real constellation that is starting to take shape. We'll see how long the delay is and how major the issue is, but if it's two months and things are still humming along, I'll take it. On that note, I think people misread the recent PR/update. To me it was them saying "things are still humming along." Remember they're limited in what they can say for a variety of reasons, including competitive secrecy, government secrecy, and nuisance lawsuit risk. And the company has shown over and over that they prefer the head-down grind approach. They haven't sought the spotlight and most of the world has no idea they exist. The one thing I'd been hoping for by year-end is the start of beta service. That's no small feat for a company that until recently was tiny and fighting to survive the startup phase, and is now building never-before-seen satellites while ramping to ~1,000,000 square feet of manufacturing, hiring and training staff, keeping quality and efficiency up, and staying cost conscious. If they can't make beta happen before year-end I'll be disappointed, and I'm sure they'll be even more so. Also remember that 60+ MNO's and multiple governments are depending on their success. So far they've kept affirming that goal. I'll wait to pass judgment until then. I think the BB11 fears are currently baseless. If you start from the premise that "management lies and is incompetent," you'll look for ways to sneer and throw stones. If BB11 were a total failure, I think they'd have said so and de-orbited it by now. Instead it appears they're testing on it, which could very well improve and prevent issues on the next 20+ satellites. They're working their ass off, and if they found things to improve for BB14 and beyond, two months of "delay" is breakneck speed for introducing new engineering to the manufacturing line and re-constructing already built satellites. They can't afford a catastrophic screw-up at this stage. For us it's a black eye on net worth and selling or moving on. For them it's existential, and it squanders the opportunity to change human history. This is coming from someone who thinks touching options/leverage on this stock is a terrible idea, and who would be totally fine if the stock were $60 at year-end as long as the long-term thesis remains intact. I'm looking for a stock I can hold and compound for many years. I don't think satellite shipping news would have changed the stock price much in this environment. In my mind it's actually ideal that the negative stuff is happening now instead of hurting the recovery once the market is risk on again. Just my 2 cents as I get back into the flow, not financial advice. I wrote this out yesterday, has nothing to do with the green day today.
The reason I'm perplexed is that it's one thing for us to put together breadcrumbs of a possible future, and entirely different for the company to just come out and say it all. I'm glad they said it. It turns those breadcrumbs into a stated goal and shows the vision they've been building toward for years. The "problem" is that none of it is a now thing. It's a future thing. The now thing is incredibly high cash burn and only 13 satellites up and a skeptical (or even adversarial) market. The risk is people expecting all of it to get priced in soon, owning more $ASTS than they should (through margin, leverage, and options), anchoring to prior euphoria highs, and burning out before any of this comes to fruition.
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$IONQ: IonQ Demonstrates Computer-Aided Engineering Workload Acceleration by up to 14.6% with Quantum Technology New hybrid quantum research breakthrough cuts through supercomputing bottlenecks to save processing time for complex car and jet engine simulations
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$IONQ: IonQ, ORNL, NVIDIA, and the University of Tennessee, Knoxville Show AI Method Reduces Quantum Optimization Trade Off An AI model directly generated quantum circuits, making accurate large-scale optimization faster and more affordable with constant runtime as problems grow
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THE SP🅰️CTATOR retweeted
$ASTS: @SES_Satellites made an embarassingly terrible choice by backing @omnispace 😂 @adel_al_saleh even knows it himself with his quote in this interview, “You never know if you’re ready or not but we’re going for it.” Elveo has absolutely no competitive tech, no manufacturing, and no money. Elveo is desperately trying to cling to whatever spectrum priority rights that they have because they know it's about to get taken away. Refreshing my linked post where all of my critiques of of Elveo's claims remain unchallenged and unrefuted: nitter.net/Defiantclient2/status/…
🚀 Beyond the Stage with Cécilia Severi Gay @SES_Satellites CEO Adel Al-Saleh shares how the company is evolving following the Intelsat acquisition, from multi orbit capabilities to direct to device opportunities and the future of satellite connectivity. 🎥Full version ⬇️
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$IONQ: IonQ Earns Four Best Paper Awards Ahead of IEEE Quantum Week 2026 for Breakthroughs in AI, Hybrid Computing, and Life Sciences businesswire.com/news/home/2…
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$ASTS: AST SpaceMobile Catalyst Monitor A review of what has been and what is to come. Let me know if I've missed anything. Upcoming Catalysts: ☑️BB14 - BB16 Delivery to Florida and Launch on Falcon 9 ☑️BB11 - BB13 Deployment and Confirmation of Operations ☑️BB17 - BB19 Delivery to Florida and Launch on Falcon 9 ☑️$1B J-LEO Definitive Formation of JV w/ Rakuten ☑️Achievement of ~200Mbps Performance for Block-2 Sats ☑️FCC Testing 900MHz Military Applications with US Space Development Agency, Space Force and Department of War ☑️Block-2 BlueBird batch launches every month ☑️Executing MLAs w/ United Launch Alliance, Ariane, Mitsubishi, Relativity and others ☑️Golden Dome (SHIELD Awarded, NOBLE Up Next) ☑️Execution of other DoW, SDA, DIU, and other Military Awards ☑️Deutsche Telekom Joining Satellite Connect Europe JV ☑️Grain Management 800MHz Satellite Provider Selection ☑️AT&T Verizon T-Mobile Joint Venture Definitive Agreement ☑️T-Mobile Definitive Commercial Agreement ☑️Deutsche Telekom Definitive Commercial Agreement ☑️FirstNet Investment and Definitive Commercial Agreement ☑️FCC Approval of Ligado Modification Application ☑️Execution of more Definitive Commercial Agmts w/ Prepaid Revenue and/or Investment w/ More ~60 global MNOs ☑️Beta Testing w/ AT&T and FirstNet in 2H 2026 ☑️Restart of Blue Origin New Glenn Operations ☑️Updates on Google Services Agmt Partnership ☑️Partnership with Meta ☑️Initiation of Research Coverage by JP Morgan, Morgan Stanley, Goldman Sachs, others ☑️Expansion of 16x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit, Missile Defense Agency and more ☑️Progress on 14 to 48x Block-2 BlueBirds in currently in Production ☑️Proposal for PNT Service Accepted by FCC as Alternative to GPS ☑️Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in 1H 2027 ☑️Securing +$500M of EXIM and IFC non-dilutive Funding ☑️Securing JBIC non-dilutive Funding for Rakuten Joint Venture ☑️Pursuit of L- and S-Band Spectrum Licenses Globally ☑️Pursuit of Additional Lowband Spectrum in US ☑️FCC 5G Fund grant ☑️EU Allocation of 2GHz MSS Spectrum to SatCo JV ☑️Strategic Partnerships and Investments to Focus on AI Data Center Opportunity ☑️Catalysts the SpaceMob have yet to Contemplate Recently Completed Milestones: ✅US Space Development Agency Confirms Testing of BlueBird Satellites for Radar/Sensing Applications for US Space Force and Department of War ✅Initiation of Research Coverage by Berenberg, Piper Sandler, New Street, Bank of America, Clear Street, Roth Capital, Cantor Fitzgerald, Oppenheimer and William Blair ✅AST SpaceMobile Testing Service with Deutsche Telekom ✅FCC STA to Test 800MHz Spectrum for D2D Service w/ Grain Mgmt ✅BB11 - BB13 Launch on Falcon 9 ✅Raised $1.15B 1.625% Convertible Note resulting in $3.8B of Pro Forma Cash ✅BB8 - BB10 Deployment and Confirmation of Operations ✅Midland Development Corp Approval of Economic Development Agmt for 400,000 sqft Expansion w/ $66M in Incentives ✅Raised $1.15B 1.625% Convertible Note resulting in $3.7B Pro Forma Cash 🚨$1B J-LEO Japan Project Awarded to Rakuten + AST SpaceMobile ✅BB8 - BB10 Launch on Falcon 9 🚨Brazilian Regulator Anatel Approved AST SpaceMoble for Commercial Service and Allocated 10MHz x 10MHz of S-Band Spectrum ✅Reached +3,900 Patent & Patent pending Claims ✅AT&T, Verizon and T-Mobile Joint Venture Formation ✅Achieved 99Mbps performance with Block-1 BlueBird 🚨 FCC Approval for Full US SCS Commercial Service🚨 ✅$45M Verizon Commercial Prepayment Unlocked ✅BB7 💐 Launch on Blue Origin New Glenn-3 ✅Demonstrated +150mbps Peak Speed w/ Block-2 BlueBird ✅7x New Design Composite Rings Delivered to Midland ✅Acquisition of New Manufacturing Space in Midland, TX focused exclusively on Micron production ✅Telus Definitive Commercial Agreement w Strategic Investment and $200M Committed Revenue (speculated) ✅Partnership with Orange ✅Partnership with Taiwan Mobile ✅Partnership with AXIAN Telecom ✅Satellite Connect Europe Partnership (“SCE”) with Telefonica ✅SCE Partnership with Orange ✅SCE Partnership with CK Hutchinson ✅SCE Partnership with Sunrise Switzerland ✅SCE Partnership with Vodafone Romania ✅SCE Partnership with VodafoneThree UK ✅SCE Partnership with Vodafone Ireland ✅AST Awarded $30M Prime Contract by US SDA for Halo Europa Program ✅Development of AI Engine to Dynamically Manage Satellite Capacity and Spectrum Efficiency = Seeking 3-10x Capacity Improvement ✅Disclosed over $1.2 billion in Aggregate Contracted Revenue Commitments from Commercial Partners ✅Raised $1.08B 2.25% Convertible Note resulting in $4B of Pro Forma Cash ✅BB6 Unfolding Phased Array ✅AST Awarded Prime Contract Position on US Missile Defense Agency SHIELD Program ✅Filed w/ FCC to modify Existing License to use S-Band spectrum outside of the US ✅$175M Saudi Telecom prepayment to be made by 2025YE ✅BB6 Launched from India on ISRO LVM3 ✅Micron Production to Support 6x a Month by End of Q3 2025 ✅Expanded Manufacturing Floor Space to 500,000 Square Feet ✅2,000 Global Workforce ✅Established Germany as SatCo JV operations center, filed constellation with ITU ✅Closed $420M bridge financing to support Ligado spectrum transaction ✅Saudi Telecom 10-Year Definitive Commercial Agreement w/ $175M prepayment and over $1.8B value ✅Confirmed L- and S- band Spectrum to be Incorporated into Next 3GPP release ✅Verizon Definitive Commercial Agreement ✅Raised $1.15B 2.0% Convertible Note resulting in $3.2B of Pro Forma Cash and Liquidity ✅Successful Video and Voice Testing with Bell Canada ✅US Bankruptcy Court confirms AST and Ligado L-band spectrum transaction transaction, deal now only subject to FCC appoval ✅Acquired Global S-Band Spectrum Priority Rights held Under International Telecommunication Union ✅Successfully Completed the First-ever Native Voice Call (VoLTE) and Rext (SMS) with a Standard Cell Phone using AT&T Spectrum and Core Network ✅Hired JR Wilson as Chief of Networks and Spectrum, formerly AT&T VP of Tower Strategy, Roaming & In-Building Solutions ✅Raised $575M 2.375% Convertible Note w/ Capped Call struck at $120, resulting in $1.5B of Pro Forma Cash on Balance Sheet ✅Repurchased $360M of $460M 4.25% Convertible Note ✅Entered into $550M of Non-Recourse Senior Secured Term Loan to fund Ligado Transaction ✅Secured $100M Equipment Loan Facility ✅Moved to Russell 1000 from Russell 2000 Index ✅Demonstrated World's First Tactical NTN Connectivity over Standard Mobile Devices with Defense Prime Fairwinds Technologies ✅Announced Latest MNO Partnership with Vodafone Idea of India ✅Hired Jennifer Manner as SVP of Regulatory Affairs and International Strategy, Former NTIA Senior Advisor of Space and Policy and EchoStar SVP of Regulatory Affairs ✅FCC Accepts AST’s Application for US Commercial Service ✅FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST ✅Verizon and AT&T Spectrum Lease Agreements filed w/ FCC ✅FCC grants STA for beta testing w/ AT&T, Verizon, Vodafone, Bell Canada, and Rakuten ✅FCC grants STA for Firstnet Evaluation on Public Safety Band 14 ✅AST SpaceMobile Forms SatCo Joint Venture w/ Vodafone to Better Serve European market, Selects Luxembourg as HQ and Germany for NOC ✅Secured $43M and $20M Contracts w/ US Space Development Agency and Defense Innovation Unit ✅AST5000 ASIC Development Finished and Integration into Block-2 Sats in Q2 2026 ✅Successful Video Calls Completed w/ AT&T, Verizon, Vodafone and Rakuten ✅Exercised Multi-launch Agmts w/ SpaceX, Blue Origin and ISRO ✅Established Coordination Agmt w/ US National Science Foundation Covering Satellite and Ground-based Astronomy Operations ✅Closed $460M 4.25% Convertible Debt Funding ✅Opened European Research Center w/ Vodafone and University of Malaga in Spain ✅Signed Deal w/ Singapore’s Defense Science and Technology Agency ✅Joined 5G Automotive Association, which Develops and Promotes 5G-based Solutions for Connected Autonomous Vehicles

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THE SP🅰️CTATOR retweeted
$ASTS: 🚨This week is a big week for the entire industry. @AST_SpaceMobile's involvement is as follows 👇 September 14 to 17 | World Space Business Week in Paris, France: wsbw.com/ September 15, 4:35 AM - 5:15 AM ET | Scott Wisniewski is a panelist for "Scaling D2D: Deploying Networks, Connecting Customers" alongside Space42, Viasat, and Iridium: wsbw.com/speakers/scott-wisn… September 15, 8:45 AM - 9:35 AM ET | Jordan Charles, SVP of New Glenn at Blue Origin, is a panelist for "Global Launch Providers Scaling Access to Space" alongside Arianespace, Mitsubishi Heavy Industries, Firefly, and Northrop Grumman: wsbw.com/speakers/jordan-cha… September 16, 3:20 AM - 4:00 AM ET | Tim Boddy, Chairman of Satellite Connect Europe, is a panelist for "Telecom Perspectives on the Satellite Connectivity Landscape" alongside Deutsche Telekom, Telefonica, Orange, and Liberty Global: wsbw.com/speakers/tim-boddy/ September 14 to 16 | 2026 Air, Space & Cyber Conference: afa.org/air-space-cyber-conf… AST doesn't have a confirmed presence but the SDA and other major US government entities and defense contractors will be here. September 16 | Michael Pollack is a presenter at the Space Defense & Security Summit 2026 in Paris, for "Next-Generation Military Satcom: Capabilities, Architectures and Sovereignty" alongside Viasat, ST Engineering iDirect, Hisdesat, and Novaspace: sds-summit.com/speakers/mich… September 16 | JR Wilson, Chief of Networks and Spectrum, AST, is a panelist at the Competitive Carriers Association's presentation: Operator vs. Ecosystem: Who Owns the Customer? Finding the Right Balance in a Changing Partnership Landscape: lnkd.in/p/gx5CJDsA September 17 | Jennifer Manner is a panelist at the IEEE Wireless World Research Forum for Session 5: Role of GSO and NGSO Satellites in One Connected Future - Integrating Space Networks into the 6G Vision: huddle.wwrf.ch/Agenda.html For more, visit: teddit.net/r/ASTSpaceMobile/…
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Execution in motion. Across our Texas manufacturing facilities, more BlueBird satellites are moving through every stage of production as we build the world’s first space-based cellular broadband network accessible directly by everyday smartphones. We invented a new way to design, manufacture and deploy large-scale space infrastructure: advanced lightweight composite structures, stackable architecture and repeatable production at a scale never before achieved for commercial communications satellites. More BlueBirds. More capacity. More connectivity. 🇺🇸📶🌎📱 Build. Stack. Launch. Repeat. #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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$ASTS: 🚨🚨 US SPACE DEVELOPMENT AGENCY BACKS AST SPACEMOBILE 902-928 MHZ TESTING APPLICATION. "SDA awarded Prime Contract FA24012490018 to Systems & Technology Research LLC (STR), under which AST SpaceMobile performs as a subcontractor to conduct an on-orbit demonstration of commercial-based tactical satellite capabilities." "SDA has determined that the capabilities to be demonstrated under this STA are of significant interest to the Department of War, and more specifically the Space Based Sensing and Targeting— Portfolio Acquisition Executive (SBST-PAE)" fccprod.servicenowservices.c…
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THE SP🅰️CTATOR retweeted
Today we debut our 256 physical qubit system: IonQ Superion 256. Our company has evolved through many stages to get to this day: 🔸 From Dr. Chris Monroe and Dr. Jungsang Kim’s foundational trapped ion breakthroughs 🔸 To integrating trapped ions on semiconductor chips 🔸 To adding networking, sensing and security technologies 🔸 To releasing our Walking Cat architecture 🔸 And to adding U.S.-based quantum manufacturing capabilities that underpin the entire quantum ecosystem It’s the first generation in our new line of quantum computers. Read the full announcement → ionq.com/news/ionq-launches-… #IonQ #QuantumIsNow #QuantumComputing #WalkingCat #FTQC
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RT @IonQ_Inc: Introducing SkyWater Quantum Solutions offerings led by Dr. Mihir Bhaskar, now in the role of Senior Vice President & General…
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