DilithiumCap
@UmbrielCap
🅰️ *It's something of charm to have nothing to say*
$ASTS has an incredible list of strategic partners who have put their money where their mouth is and invested in the AST. After the forced convert, Google, Verizon and AT&T are officially shareholders in the company 🤝 At the end of Q1 2025, strategic partners owned over 83m…
It is very interesting to me that Walmart is outperforming Amazon over the last 5 years. It has been quite a while since Walmart was able to get investor attention relative to Amazon. That has changed and you can see it in the 5-year performance chart on this post. This year,…
Last convert (January 22nd) it took just 8 days to clean up the share price impact after a 1-day draw down of 16%. I suspect the absorption period this time will be much faster (better convert allocation, much more timely events). $ASTS
A smart guy I know told me to watch for an 11 handle $EXE seems prudent maybe 4%y
The Missile Defense Agency just dropped a draft solicitation for a $151B multi-award IDIQ for a multi-domain missile defense system. (Think Golden Dome architecture.) Primes & startups onboarded to the vehicle will fight for contract $$ on individual task orders.
$ASTS AST SpaceMobile just raised $500M+ with a high-conversion convertible bond + capped call. Here’s why this isn’t just about cash. It’s in part a strategic move to qualify for multi-billion-dollar DoD programs like GoldenDome. 🛰️💰 🧶🐈⬛ 1/n
Instead of "Industrial deal volume cools off", here's what this should say: Industrial deal volume normalizes after big uptick but still remains healthy by historical standards. Not as attention-getting I guess.
Canada may cut almost 60,000 public jobs: report ctvnews.ca/politics/artic…
We’re proud to support @SemperCitiusSDA in building a resilient, proliferated, and affordable space-based architecture for the joint warfighter—delivering diverse, end-to-end space solutions that strengthen national security.
@RocketLab announced intentions to acquire Geost, an electro-optical & IR payload development & manufacturing company. This marks their formal entry into the satellite payload segment, generating additional options among end-to-end providers of space solutions. #TradeSpace
I’ve learned the hard way: backward looking data is the fastest way to making a bad investment. The simple fact is that there are already 5 AI companies eating into Google at great speed. New browser apps are being launched by the week now. In 1-2 years, the only way forward…
I present, Google's dying search business:
Ozzy Osbourne: Images you probably haven’t seen. 🧵⬇️
$RKLB
Aerospace companies like @RocketLab play a significant role in enhancing our national security posture in space. Great to meet with Rocket Lab CEO Peter Beck and hear about the company's ongoing work with @SemperCitiusSDA.
Rocket Lab Announces Launch Contract for U.S. Air Force spaceinsider.tech/2025/05/09/roc…
#BREAKINGNEWS On Monday, July 21, @ATT & @AST_SpaceMobile successfully completed the first-ever native voice call (VoLTE) and text (SMS) made directly through AST's Block 1 satellites with a standard cell phone using 🅰️T&T spectrum and passing through the AT&T core network.…