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🅰️

Joined November 2021
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Scuzzy🧇 retweeted
🚨 $ASTS is under an $80 Mn DARPA program for space radar 99% completed and STR is prime🚨 This STA has some deep implications. Join me for a deep dive in the 🐇rabbit 🕳️ hole. AST extends their ongoing radar testing. It’s explicitly referenced as STR prime contract FA…0018. (Exhibit 1) If you followed me closely I have pointed to BlueWalker3 as plausible platform of the Wildcard SDR payload. Part of DARPA Blackjack program. Due to among other things timing of glitches. They were both bumped 3 times in sync. But then all traces stopped of that software defined payload that was to do 5G TACSATCOM around the time AST started doing 5G MUOS augmentation a TACSATCOM system… Guess who was a contractor for DARPA Blackjack? Not the comms part but for radar? You guessed it STR! Guess again the taggs used in contract FA…0018. 1/n
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Scuzzy🧇 retweeted
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨 Another week where just getting to Friday went like a marathon. If you separate price action from fundamentals, there continues to be such a bright picture. That, and more, on this week's Weekly…
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Scuzzy🧇 retweeted
$ASTS: Vanguard filed a Schedule 13G today (08:09 AM PT, event date Sep 30): 15,330,194 shares, 5.11%, passive. A second index giant over 5% (BlackRock's 13G filed Oct 27 was 5.4%). not an activist stake.
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Scuzzy🧇 retweeted
$ASTS: 🚨@AST_SpaceMobile requests renewal of its 30-day Special Temporary Authorization to continue operations at 902-928 MHz (downlink) for testing, evaluating, and demonstrating the system’s radiolocation capabilities in support of non-commercial programs with the @SemperCitiusSDA, a direct-reporting arm of the @USSpaceForce. h/t: @The_SPACTATOR fccprod.servicenowservices.c…
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$ASTS: The Antonov has landed in Midland and is unloading composite rings or "donuts", which forms the super strong and light body of the BlueBird satellite. If you're wondering what I'm referring to, check out AST's video covering the June Antonov delivery below:
Execution in motion. Another delivery to Midland. In the world's largest cargo aircraft, for the world's largest satellites in low Earth orbit. BlueBirds 8, 9, and 10 are in orbit and operational; 11, 12, and 13 are next. Satellites in production through BlueBird 37. Nearly 60 mobile network operators. Over 3 billion subscribers. World's first space-based cellular broadband network. Designed to connect directly to everyday smartphones.🌎📶📱🇺🇸 Built in Texas. Broadband from space. A market we invented. #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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🛰️ CONATEL, The communications commission of Honduras, received $ASTS AST SpaceMobile, a company interested in exploring opportunities for satellite mobile telephony in Honduras. This technology could expand connectivity in areas without coverage and help reduce the digital divide. 🇭🇳
🛰️ CONATEL recibió a AST SpaceMobile, empresa interesada en explorar oportunidades de telefonía móvil satelital en Honduras. Esta tecnología podría ampliar la conectividad en zonas sin cobertura y contribuir a reducir la brecha digital. 🇭🇳 #CONATEL #Conectividad
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$ASTS: Vanguard filed a Schedule 13G today (08:09 AM PT, event date Sep 30): 15,330,194 shares, 5.11%, passive. A second index giant over 5% (BlackRock's 13G filed Oct 27 was 5.4%). not an activist stake.
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T1 Energy $TE has signed new solar supply agreements totaling over 1.58GW, including deals with subsidiaries of Avantus. The modules will be delivered in 2027-2028, bringing T1's contracted 2027 manufacturing capacity to over 4GW. Its new Texas solar cell factory is expected to begin production in Q1 2027.
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Scuzzy🧇 retweeted
$ASTS - B Riley Securities reiterates $65 price target on AST SpaceMobile and maintains neutral rating
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$ASTS FCC adopted the 25 MHz midband auction FNPRM today, covering 1675–1695 MHz + 2020–2025 MHz. This moves the D2D-eligible auction path forward.
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Update: The FCC adopted the NPRM, unanimously, 3-0 (Carr, Gomez, Trusty).
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Scuzzy🧇 retweeted
Meet Merlin's new President, Mark Brunner. After spending 20 years flying for the @USNavy and the remainder of his career assessing how the government evaluates and adopts new technology, Mark knows what it takes to turn capability into programs. Hear directly from Mark about what drew him to Merlin and why he believes our validated technical and regulatory progress positions Merlin for revenue. Read Mark's new blog post here. merlinlabs.com/news/mark-bru…
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Scuzzy🧇 retweeted
DIRECT-TO-DEVICE CONNECTION 🛰️ “@POTUS has made clear that America will lead the world in next-generation connectivity. With today’s proposal, we take our most comprehensive step yet to modernize the FCC’s rules for direct-to-device.” - Chairman @BrendanCarrFCC 🧵⬇️
READ: FCC Proposes to Streamline Supplemental Coverage from Space and Direct-to-Device Rules "The rules proposed… would more than double the amount of spectrum available for supplemental coverage from space.” insideglobaltech.com/2026/10…
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$ASTS Scott Wisniewski is on a direct-to-device panel at the Deutsche Bank Global Space & Defense Tech Summit, Tue Nov 17 in New York, sharing the panel with Viasat CEO Mark Dankberg. AST's president on a D2D panel next to the Equatys co-founder's CEO
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$ASTS Verbatim from the agenda: "the best approaches amongst participants regarding spectrum, market size, business model, ARPU, and much more," framed around D2D advancing "particularly with regard to data and voice" and optimizing "affordability and service quality"
$ASTS Scott Wisniewski is on a direct-to-device panel at the Deutsche Bank Global Space & Defense Tech Summit, Tue Nov 17 in New York, sharing the panel with Viasat CEO Mark Dankberg. AST's president on a D2D panel next to the Equatys co-founder's CEO
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Participating companies include Amazon Leo, Globalstar, Telesat, EchoStar, Intellian Technologies (gateway).
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$MRLN Hiring: now 27 open (+1): Staff Systems Engineer, Architecture & Interfaces, posted Oct 28.
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