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

Joined June 2025
Kevin Chen retweeted
$SPACE: And there it is, the administration moves to provide direct capital to private companies in the space sector 👀
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Kevin Chen retweeted
$ASTS as a reminder $ASTS filed for E band first time back in 2018-2020 in the MICRONSAT filing. The recently added servicelink is E-band might have been contemplated for quite some time. And the Payload Module terminology/concept goes back to DARPA ACES.
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Kevin Chen retweeted
The funny thing is that Brazil also pondered 10+10+10 and then they shifted to 15+15. Seems $ASTS was helped by their ITU priority filing SSG-CSL after all.
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Kevin Chen retweeted
$ASTS: 🇪🇺 The EU is looking to reallocate 60MHz of 2GHz S-Band spectrum by May 2027. The current holders are Viasat and Echostar in 15+15MHz blocks. EU regulators have already indicated that the plan is to divide the spectrum into 3x 10+10MHz blocks. 1⃣The first block is expected to be allocated to Europe's IRIS^2 constellation, which will focus on fixed wireless broadband connectivity. 2⃣The second block is expected to be allocated to the European JV consisting of Deutsche Telekom, Orange, Telefonica and Vodafone, which will focused on direct-to-device broadband connectivity in partnership with Satellite Connect Europe, which includes AST SpaceMobile as the satellite provider. 3⃣The third block is reserved for an international operator. It is expected that SpaceX will pursue this allocation, however it's possible AST may pursue it as well. TO BE VERY CLEAR, I still think there's a high likelihood SpaceX gets this piece. I think there is a high probability Viasat ends up with nothing.
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Kevin Chen retweeted
$ASTS: 🇧🇷The regulatory winds are blowing in AST SpaceMobile's favor ➡️Originally, 60MHz of Brazilian S-Band was assigned to Echostar and Omnispace in 15+15MHz blocks ➡️Anatel's recent consultation has now granted both Starlink and AST SpaceMobile 15+15MHz blocks Viasat and Omnispace should be very nervous
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💥 WASHINGTON CHOOSES $ASTS AS ITS OFFICIAL TECH SHOWCASE! 🇺🇸📡 Who just showed up directly at AST SpaceMobile headquarters? Fabiana Crestani (Program Manager at Tuatara Group). Her role? Orchestrating missions for the USTDA (U.S. Trade and Development Agency), the U.S. federal agency responsible for exporting strategic U.S. technologies internationally. 🇺🇸 The raw facts of this visit: • Washington's endorsement: The USTDA brought a high-level delegation of decision-makers from Latin America and the Caribbean to $ASTS. • State validation: The United States is promoting AST SpaceMobile's technology as the global benchmark for direct-to-smartphone broadband. • From diplomatic to commercial: These institutional missions pave the way for lowering regulatory barriers and securing future regional telecom agreements. ❓ The real question to ask: Following the sovereign model initiated in Japan (J-LEO / Rakuten), will we see tomorrow the creation of dedicated or state-co-financed constellations (such as in Latin America or the Caribbean) to guarantee telecom independence? 🌐 While the competition offers closed solutions, $ASTS is establishing itself under Washington's patronage as the universal standard. 🚀 $ASTS
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VERIZON RULES OUT MVNO DEAL WITH SPACEX During their earnings call, the following was noted "I will say, and I'll repeat it again, that there are no back doors to any of our MVNO agreements, and I see absolutely no benefit whatsoever to extending an MVNO deal to any satellite provider. I don't buy into the idea of this prisoner's dilemma. That's ridiculous. There is no benefit to Verizon extending an MVNO deal. Um, and, and we look forward to being able to, for six years to finally punch back. And we'll punch back hard when that happens." $ASTS $SPCX $VZ $TMUS $T
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Kevin Chen retweeted
$ASTS: 🧩SpaceX spent $22B on Echostar's global S-Band spectrum. Based on SpaceX's stock price performance, that transaction is now valued at $48B. Today AST SpaceMobile received an allocation of 15+15MHz of S-Band spectrum from Brazil's regulator Anatel in exchange for a commitment to invest in and deploy its direct-to-device satellite broadband service across the country. AST is expected to pick up more S- and L-Band spectrum licenses globally as regulators look to foster sovereign solutions deployed through local MNO partners. Stay Focused™️
AST SpaceMobile
@AST_SpaceMobile7h
AST SpaceMobile Advances Brazil Expansion with Anatel’s Approval for S-band Spectrum and Secondary Use of the 700 MHz Band, Agreements with Four Regional Operators and Planned Ground Infrastructure businesswire.com/news/home/2…
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$asts How to get up to 50 MHz of spectrum without spending billions$: Partner with MNOs. Keep data sovereign. Don't interfere with their Terrestrial Network. AST is the D2C satellite partner of choice for MNOs globally!
AST SpaceMobile
@AST_SpaceMobile7h
AST SpaceMobile Advances Brazil Expansion with Anatel’s Approval for S-band Spectrum and Secondary Use of the 700 MHz Band, Agreements with Four Regional Operators and Planned Ground Infrastructure businesswire.com/news/home/2…
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$ASTS - TIM Brazil 3 Year STA is now an ACT. Both low and mid band frequencies are approved. The STA length if 2.5 years, so I expect it explains why there is mid-band even though AST currently supports low band.
$ASTS A few things to add: 1. IEZ, Brisanet and Unifique all were approved of their STAs and it was made Acts by Brazil. 2. The STA will consists of 10 MHz channels of 713 MHz and 768 MHz. 3. TIM Brazil STA is approved, but the Act hasn't came yet. xitter.cf/spacanpanman/status/21…
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Brazil literally took away spectrum from SpaceX AND Omnispace to give it to AST. Love to see it.
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Kevin Chen retweeted
AST SpaceMobile
@AST_SpaceMobile7h
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…
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Kevin Chen retweeted
$ASTS getting going with Rakuten testing in Japan It’s a license to transmit for testing. The station type, 実験試験局 (“experimental test station”), is the category Japan uses for R&D and over-the-air trials. It lets Rakuten put handsets on the air with BlueBirds anywhere in Japan, 24/7, on its full 700 MHz uplink, through August 2031.
楽天 進捗の一つ
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Kevin Chen retweeted
Portugal’s telecom regulator ANACOM issued a proposed decision on Oct. 20 rejecting EchoStar’s request to lease its 2 GHz MSS spectrum to SpaceX. Strategically important for $ASTS as this could represent a template for Country specific SpaceX denial for some EU members. First, EchoStar’s current rights expire in May 2027. So SpaceX’s proposed 3-year lease depends on those rights being extended or renewed. This is likely to happen if you’ve been following the 2GHz MSS proposals. Second, even an extension may not be enough. ANACOM says Portugal’s authorization is tied to EchoStar’s GEO satellite at 10°E, and replacing that with Starlink’s LEO constellation changes a licensed condition. That means SpaceX may need more than access to EchoStar’s spectrum. In at least some EU countries, it may need the underlying authorization rewritten to permit NGSO/LEO operation. 😉 Importantly, this is not final yet. EchoStar and SpaceX get 10 business days to respond, and ANACOM is also running a 10-business-day public consultation. After that, ANACOM will issue its final decision. Under the statutory timetable cited in the document, ANACOM has until Nov. 18, 2026 to act; silence after that period counts as non-opposition. This makes the EU 2 GHz transition look less like a “SpaceX gets EchoStar’s spectrum” story and more like a licensing and regulatory problem that may have to be solved country by country. Or, at least, until the final 2GHz allocation regulatory framework is decided and allocated which is years away (hence the 3y extension). anacom.pt/streaming/SPD20Out…
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Kevin Chen retweeted
The team also made progress at LC-36B yesterday. Roughly 450 truckloads of concrete, lined up bumper-to-bumper and stretching nearly 3 miles up the coast, supported a 4,500-cubic-yard pour for the pile caps. Three more placements to go for a total of 15,000 cubic yards. This is the foundation for our New Glenn 9x4 pad.
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Kevin Chen retweeted
$ASTS Let's talk about the Grain 800MHz testing that ASTS is coordinating. They just renewed the STA weeks after SPCX announced their DA with Grain, which is... weird. Easy to assume they're just running commercial testing, but the facts make this far more interesting A thread:
Below the noise floor. Pull The DD™️ and do a word search and you’ll see we’ve studied this before. $ASTS Big things are happening, panic notwithstanding
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🚨🚨 $ASTS WEEK IN REVIEW🚨🚨 Full panic amid the Fog of War as investors fall over themselves, but for some reason, people with real jobs keep building against ambitious visions. That, and more, on this week's Weekly…
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Blue Origin's New Glenn GS-2 is being loaded into NASA's Pegasus Barge for the trip to NASA Stennis for testing. nsf.live/spacecoast
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