AItuninglab (@aituninglab) header
AItuninglab (@aituninglab) profile picture

AI & Markets. Former investment banking & asset management | PhD No affiliated or assistant accounts. This is my only official account.

Joined May 2025
$NVDA $ASTS Alright. Jensen Huang was unfaithful to his wife. Is this going to some how effect the market and AST? Your thoughts?
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$ASTS BLACKLIFT: THIS IS NO SMALL ROCKET. I compared AST's newly revealed rocket with Falcon 9 and Firefly Eclipse. • Blacklift: 20-ton LEO target • Falcon 9: 22.8-ton maximum • Eclipse: 16.3-ton capacity Here's what surprised me: AST's website describes a THREE-STAGE rocket with TWO reusable lower stages. And it's purpose-built to carry up to FIVE BlueBird satellites per launch. That's a serious ambition, not a small experimental launcher. But let's be clear: Falcon 9 is flight-proven. Blacklift isn't. Building and recovering a rocket this size by late 2028 is an enormous challenge. Still, I see the strategy. AST isn't trying to compete for every launch customer. It wants control over its own satellite deployment schedule. If Abel can pull this off, $ASTS could control both the satellites and the rockets that deploy them. Bullish on the ambition. Now show us the engineering on November 12. $ASTS $FLY
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$ASTS Blacklift video made with Grok Imagine. Enjoy. Original post in reply
🤖 Made with AI
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AI DATA CENTERS: LOCATION and REGULATION. $IREN $CRWV $NBIS Jim Cramer warned investors to be careful with the neocloud trade. The map shows why geography matters. Texas: major IREN and CoreWeave exposure. Ohio: CoreWeave locations. Nebius: a broader U.S. and international footprint. But not every announced campus is operating, and not every expansion has secured permits. AI demand may be booming. Power, permits and financing still determine who can deliver. Source: Jim Cramer's Nov. 4 commentary; accompanying site-location compilation. @jimcramer I mapped your posted pic.
these are what i am concerned about
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$ASTS Oops I did it again. Another draw down. You are consistent...
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$ASTS green and $SPCX red. Finally!
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$ASTS If we were to accept the premise that AST was tanked because of $SPCX IPO and D2D business, now with sentiment for $SPCX worsened, we need to seriously consider the possibility of a serious rebound. Can't we?
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2026 U.S. MIDTERMS: THE ULTIMATE AI ELECTION FORECAST 🇺🇸 I compared projections from GPT-6, Grok, Claude, Gemini, Qwen, and Muse, covering major forecasting models and prediction markets. 🔵 HOUSE: ~91% chance of Democratic control Projected: 241 D – 194 R 🔵 SENATE: ~73% chance of Democratic control Projected: 52 D – 48 R The consensus? A Democratic House looks highly likely. The Senate remains the real battleground. These are pre-election estimates, NOT results. The AI summaries also share underlying sources, so they aren't six independent forecasts. 🔁 REPOST & SHARE THIS CHART! One graphic. Six AI perspectives. The major forecasts in one place. Bookmark this and come back after Election Night. Let's see how the predictions hold up. Just results from LLMs not my opinion or projection.
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$ASTS: THE NEXT 9 DAYS MAY BE MORE ABOUT MACRO THAN MILESTONES. With the Nov. 9 earnings call approaching, I’m not expecting major breakthroughs or launch announcements before then. The reported Falcon 9 delay also raises doubts about a November launch. For now, macro may drive the stock more than company-specific news. Hopefully, U.S.–Iran peace talks make progress and broader market sentiment improves. Until then, we ride the market, manage expectations, and wait for management to provide clarity. Patience is part of the investment.
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MDA Space just entered Europe’s sovereign satcom buildout. $MDA says its ATP exceeds $100M for digital antenna systems on 66 IRIS² satellites. It enters Q4 backlog; the full-scope contract remains subject to finalization. ESA targets first launches in 2029.
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$ASTS PARTNER WATCH #6: BRAZIL IS MORE THAN A CARRIER DEAL. 🇧🇷 4 regional operators signed. 30 MHz S-band approved. Up to 20 MHz of 700 MHz access. 4 gateways planned. That's spectrum + partners + infrastructure in a 200M+ mobile-line market. The next test? Launching service and generating revenue.
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Japan’s coverage gap is becoming an $ASTS demand signal. Opensignal says Rakuten has 11M lines and captures 13% of carrier switchers, yet its no-signal rate is 0.57% and rural coverage trails peers. Q4 2026 D2D remains a target, not launch confirmation.
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$ASTS: Is the bottom finally in? After a brutal selloff, the chart is showing higher lows, higher highs, and three consecutive green candles. Selling pressure appears to be fading. The next test? Breaking resistance with stronger volume. A potential trend reversal is forming. Confirmation is still needed. Bulls, this is your moment to prove it.
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$ASTS WHAT IS THE PLAN FOR BLUEBIRDS 14–16? With reports of a six-week SpaceX launch pause in Florida, investors deserve answers. Are BB14–16 launching on Falcon 9 or Starship? Is the schedule affected? We need confirmed launch dates and vehicles, not more uncertainty. AST, please communicate.@AST_SpaceMobile
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$ASTS BREAKING: @AST_SpaceMobile added the Business Checkmark to the handle. Maybe this means they are getting serious about PR.
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$ASTS No more silence!
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$ASTS BULLISH. Elon @elonmusk says Starlink Mobile will take another 2–3 years. By 2028, AST SpaceMobile aims to have 50+ BlueBird satellites deployed, bringing us much closer to continuous coverage. The D2D race isn't about who puts up grand plans. It's about who delivers first. $ASTS has a real shot.
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