David Burstein (@DavidABurstein) header
David Burstein (@DavidABurstein) profile picture

Views are my own, posts are ideas and opinions, not investment advice.

United States
Joined July 2023
An expansion of this size does not happen for the sake of it. The scale at which AST SpaceMobile is preparing to produce satellites at requires massive demand on the other side. Demand not just from commercial partners, but government partners as well. Thank you @tottaway22 for sharing. The writing has been on the wall folks, as the best is yet to come! $ASTS
$ASTS some satellite imagery of the manufacturing facilities showing significant expansion over the last year as well as hundreds of employees working 24/7 to manufacture the world’s largest phased arrays.
2
172
Progress is being made on many fronts simultaneously. Thank you for sharing @tottaway22! The future is bright. $ASTS
As I suspected. Antonov will be heading to Midland for a drop off tomorrow afternoon. Good sign that $ASTS will now have past BB40 on site undergoing final assembly.
5
274
How about that. The Governor of Florida is spreading the good word when it comes to @Lemonade_Inc Tesla FSD insurance. Having cheaper auto insurance for safer driving should be something everyone in the United Stated agrees on. The best is yet to come! $LMND
Tesla and lemonade insurance give FSD discounts. I bet the other carriers will end up following suit at some point in the future.
151
You heard it from Kevin Chen aka @Defiantclient2 first folks. The future is bright! $ASTS
$ASTS $TMUS: "We expect to license certain intellectual property to the joint venture, and will also commit to provide access to certain spectrum licenses to satellite service providers who contract with the joint venture." Let me rephrase that for you: We will work with @AST_SpaceMobile through the JV. investor.t-mobile.com/node/5…
1
18
888
The Lemonade expansion continues full steam ahead today, with renters in Idaho. The data flywheel must continue to be fed! The best is yet to come. $LMND
Lemonade Renters is now available in Idaho. lemonade.com/renters/explain…
1
14
756
Spot on. People may eventually pay attention, or not. It is their loss. Data sovereignty matters, especially at the highest levels. The future is bright folks! $ZETA
5
464
The writing has been on the wall, both literally and figuratively, you just have to read it. The best is yet to come! $LMND
12
526
“AST SpaceMobile, Inc. (“AST SpaceMobile”) (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, today announced it will hold a quarterly business update conference call on Monday, November 9 at 5:00 p.m. (Eastern Time).” The article link from the company website where the above was taken from is attached below. Looking forward to hearing from the team. feeds.issuerdirect.com/news-… $ASTS
1
9
590
The winds of change are blowing. Do you see it yet? Data sovereignty matters and will only play a larger role moving forward. The best is yet to come! $ASTS
AST SpaceMobile Advances Brazil Expansion with Anatel’s Approval for S-band Spectrum and Secondary Use of the 700 MHz Band, Agreements with Four Regional Operators and Planned Ground Infrastructure businesswire.com/news/home/2…
154
It has been incredible to observe the progress that Zeta Global has made in a relatively short amount of time. Most people do not appear to have read the writing on the wall: The best is yet to come. Nick knows! $ZETA
$ZETA So, are we going to pretend that the CEO did not just confirm that they are expanding into the public sector. Not just the U.S., but "countries"... I reckon the United Kingdom is on this list of countries they will expand into first (along-side the U.S. of course). What does $ZETA gain from Government contracts? - Consistency. - Deep entrenchment. - Stable, long-term deals. Most importantly, CREDIBILITY. If $ZETA can solve some of the governments biggest problems - and this becomes common house-hold knowledge. What do you think the private sector will do? Heads will turn. Questions will be asked. RFPs will be issued at a higher-interval. Guidance is so heavily sandbagged.
1
11
1,083
“Initial, intermittent coverage targeted before year-end 2026 in the U.S. and other key markets around the world. A new layer of connectivity, designed to connect directly to the smartphones people already use.” The best is yet to come! $ASTS
The AST SpaceMobile network is taking shape, in orbit and on the ground. Today, over 60 gateways are in various stages of completion, installation and planning worldwide. Initial, intermittent coverage targeted before year-end 2026 in the U.S. and other key markets around the world. A new layer of connectivity, designed to connect directly to the smartphones people already use. 🇺🇸 📶🌎📱 #ASTSpaceMobile #ConnectingtheUnconnected
1
14
479
Fantastic to see progress being made in Brazil. The population of Brazil (as of the latest data in 2026) is ~214 million people and represents a large potential customer base. South America as a continent has around ~441 million people (as of the latest data in 2026) and Brazil represents a little less than half of that. $ASTS
$ASTS: 🚨🇧🇷 BRISANET, UNIFIQUE AND IEZ! SIGN COMMERCIAL AGREEMENTS WITH AST SPACEMOBILE TO OFFER DIRECT-TO-DEVICE SERVICE THROUGHOUT BRAZIL OVER 700MHZ SPECTRUM BRISANET SERVIÇOS DE TELECOMUNICAÇÕES S.A.Publicly held CompanyCorporate Taxpayers ID (CNPJ/MF) n° 04.601.397/0001-28Company Registry (NIRE) 23.3.0004573-4CVM Code: 27.693MATERIAL FACTCOMMERCIAL AGREEMENT WITH AST SPACEMOBILE Brisanet Serviços de Telecomunicações S.A. (B3: BRST3) ("Company" or "Brisanet"), in accordance with Article 157(4) of Law No. 6,404, dated December 15, 1976, and in accordance with CVM Resolution No. 44, dated August 23, 2021, hereby informs its shareholders and the market in general that, together with Unifique Telecomunicações S.A. and lez! Telecom, it has signed a Commercial Agreement with AST SpaceMobile to offer mobile satellite broadband services (also known as Direct-to-Device-D2D) throughout Brazil. Regional mobile operators will make available the 700 MHz band radio frequencies they hold and will be responsible for investing in the infrastructure needed to connect their mobile networks to AST SpaceMobile's satellite constellation via ground gateways. The collaboration aims to enable voice calls, broadband data, and video streaming directly on standard smartphones, without any modifications, eliminating the need for specialized equipment, software updates, or apps. By integrating satellite connectivity into its existing mobile network, the company aims to expand coverage wherever people live, work, and travel, allowing customers to stay connected even when they are out of range of terrestrial networks. The initiative reinforces the commitment of regional operators to expand connectivity throughout the country and complements the investments they are already making to expand their terrestrial networks. According to José Roberto Nogueira, founder and CEO: "The partnership with AST SpaceMobile complements our network and allows us to extend connectivity beyond the reach of our terrestrial infrastructure, offering customers access to voice and mobile broadband services in more locations using the smartphones they already own; this secures Brisanet's place in the future of connectivity." The final details of the agreement are still being negotiated, and the transaction is subject to certain conditions. The Company will keep the market informed of the transaction's progress and any new developments. Pereiro/CE, October 23, 2026 Luciana Paulo Ferreira Investor Relations Officer
1
1
6
204
Humor goes a long way in life. Great to see Lemonade tapping into it. $LMND
lemonade ads are unhinged i love it 😂 similar humor to duolingo which have 100m+ followers on socials
11
934
Rakuten making the trip to Midland. My guess would be to check and out sign BlueBirds 17-19, talk J-Leo, and coordination plus preparation for the upcoming beta testing. It is notable that neither the Rakuten CEO or the AST SpaceMobile CEO are not present in the picture. The best is yet to come. $ASTS
Welcoming Sharad Sriwastawa - Co-CEO of @Rakuten_Mobile and President of @RakutenSymphony - and his team to Midland as we work together to bring space-based cellular broadband connectivity to Japan. Together, we are advancing a space-based resilience network to expand everyday connectivity where coverage is limited or unavailable and keep communities and emergency responders connected when disasters strike. 🇺🇸 🇯🇵📶🌎📱 #ASTSpaceMobile #ConnectingtheUnconnected
2
43
2,340
Company culture starts at the top and is integral to long term success. The best is yet to come. $LMND
Out of millions of Lemonade customers - have some had bad experiences? Of course. Were some our fault? Absolutely. And we work hard every day to get better. In fact, providing an incredible customer experience is a core pillar of our strategy. But looking at the actual data, I’m happy to go head-to-head with Geico on customer satisfaction any day. Our NPS rivals Apple and Tesla. Other insurers aren’t even in the same galaxy. Here’s what Grok had to say just now.
13
792
This would be tremendous and take a lot of people by surprise. Thank you @SpacBobby for sharing! $ASTS
$ASTS - AST SpaceMobile launch schedule updated: Chris Forrester is the author of this article. He is a veteran British broadcasting, satellite communications, and media journalist, as well as an industry consultant. He is one of the most widely published trade correspondents covering the commercial space, satellite operator (GEO/LEO), and pay-TV sectors. I wonder if he talked with AST recently and put this out: 👀 AST’s BlueBird rockets #14, #15 and #16 should launch later in October. AST’s BlueBirds #17, #18 and #19 will ship to the launch site and launch later in November, on a Falcon 9. BlueBirds #20, #21 and #22 should ship from their Midland factory and launch by mid-December. BlueBirds #23 – #27 are said to be ready to ship by late-November and launch by year-end. The 2027 schedule suggests the following ambitions: BlueBirds #28, #29 and #30 should launch by mid-January BlueBirds #33, #34 and #35 could launch by early February BlueBirds #36 – #43 to launch by early March. BlueBirds #44, #45 and #46 to launch later in March, and hence wrap the ambition for 46 satellites in orbit by the end of Q1 2027. "The total target is to have 243 satellites in orbit by the end of 2028 and thus supply a true global service. 90 craft are needed on orbit to commence a global services, says AST." advanced-television.com/2026…
1
3
420
Testing must be going well or potentially better than expected. Looking forward to the upcoming launches. The writing has been on the wall, it says: “The future is bright!” $ASTS
AST SpaceMobile Advances Service Readiness Ahead of Initial Space-Based Cellular Broadband Coverage in Key Global Markets businesswire.com/news/home/2…
9
233
The Lemonade expansion continues full steam ahead today, with renters in Alabama. The data flywheel must continue to be fed! The best is yet to come. $LMND
Lemonade Renters is now available in Alabama. lemonade.com/renters/explain…
13
375
Do you see it yet? The writing has been on the wall for a while. Thoughtful and bright gentlemen such as @Defiantclient2 @thekookreport @spacanpanman @CatSE___ApeX___ have put in their precious time and tremendous effort to share well researched due diligence here on X. Puzzle pieces are being fit together and it is phenomenal to witness. The future is bright and the best is yet to come! $ASTS
AST SpaceMobile Advances Space-Based Cellular Broadband in Europe in Collaboration with European Mobile Network Operator Partners businesswire.com/news/home/2…
1
13
456