Tiny 🎻 for this couple of Trump supporters. www.nj.com/mosaic/2026/...

I have not commented on #$BE in some time. Its having a huge run almost back to new ATH's. Looking at the weekly chart it just traded above the top of the weekly BB's and the RSI is now just in overbought state. Big divergence from the prior levels (higher highs on a lower RSI). Patiently waiting...

@sollenbergerrc.bsky.social looks like @npr.org gave you some credit for your reporting but not until pretty far down in this article (and not in the radio broadcast I heard this morning). Better to have more reporting but still, kudos to you in the first place! www.npr.org/2026/02/24/n...

Great way to end a day!

Some impressive reporting here by @motherjones.com ! 😮 that Pulte is likely to have committed tax fraud. www.motherjones.com/politics/202...

Kudos to the @theonion.com staff for actually purchasing the domain name in this fake ad. I expect great ads in the print edition so it was a bonus to see this in the email edition. Yes, this is what our society has evolved to. End stage capitalism is here! theonion.com/northernindi...

Like prosecute Medicare provider fraud.

The DOW is at 48,000 so we are now allowed to care about the Epstein files again

#$ASTS filed a supplemental document with the FCC related to orbital debit management. www.fcc.gov/ecfs/documen...

AST SpaceMobile Awarded $30 Million Prime Contract by U.S. Space Development Agency for HALO Europa Program www.businesswire.com/news/home/20...

Wow, unusual to get a mid-day press release. Looks like #$ASTS just won a $30M award under the HALO program. Sweet! www.businesswire.com/news/home/20...

Markets like to test different levels. What do I see? Like everyone else, I see the #$SPY struggle to sustain new highs and it broke the 50 day MA. Retested it from below and so far that failed. My sense is we are going to test the 200 day MA sometime in March or April. I'm long #$SPY puts.

Hat tip to Justin on Xitter for this post about an #$ASTS and Ligado meeting with the FCC.

It is IMPOSSIBLE to predict how the market is going to react to the given news on any day. Individual companies like #$ASTS and #$PCT tend to trade as part of baskets of stocks. A sharp decline in #$RKLB can move #$ASTS. What do I do? Either nothing or buy opportunistically. Today:

Some important analysis here of the short selling associated with the recent #$ASTS convertible debt offering.

In a perfect world, it’d be a giant wanted poster.

New #$ASTS @ast-science.com filing with the FCC in favor of allowing the 3.98-4.2 GHz band (“Upper C-band”) to be used for Supplemental Coverage from Space (SCS). This 300 Mhz of spectrum will enable much smaller spot beams than 6-900Mhz low band cells, thereby increasing efficiency.

I think it is hard for people to appreciate how long it really takes to qualify changes in material for super high speed / high performance packaging plants. They cannot afford any downtime or reduction in quality. That is why the testing is so rigorous. When Bruckner talks, suppliers listen. #$PCT

Yippee!!! I can’t wait for the details of the launch party 🥳 #$ASTS. LFG!

#$QCOM made a presentation to the FCC asking for spectrum to implement "Sidelink" features which have been requested by FirstNet (and sponsored for 3GPP).

I’m ready for Snickers and Twix to start using PureFive based wrappers! #$PCT

Very cool that Rakuten won a government research grant to study AI powered integration between terrestrial and non-terrestrial networks. #$ASTS corp.mobile.rakuten.co.jp/english/news...

NEW: A judge accused the Trump administration of an attack on truth itself by removing slavery exhibits in Philly. “An agency ... cannot arbitrarily decide what is true, based on its own whims or the whims of the new leadership,” w/ @joshgerstein.bsky.social www.politico.com/news/2026/02...

I see that only a tiny fraction of you, my Bluesky friends, also follow @jeopardyofficial.bsky.social on here. Why not go follow right now? My guess is the more eyeballs we get here, the more attention we can give Bluesky relative to other social media platforms!

The ITU gave #$ASTS @ast-science.com its own global mobile network code. This is going to make it easier to enable global roaming services. @vodafonegroup.bsky.social is also a major player in managing global roaming agreements.

I tend to be fairly limited in the number of companies I invest in. I have limited time to really get to know a company. I tend to start with a modest investment and then follow things more closely and increase my position if I am comfortable with my thesis. #$AEVA www.youtube.com/watch?v=Jgvh...

Quick update on #$ASTS. Not surprised to see a small bounce today. The lower Bollinger Band dropped as expected and the share price rose so we are now sitting right at the lower daily BB. Smaller volume and Monday is a holiday. Yesterday's large gap will eventually fill, just a question of timing.

Gift link to this @bloomberg.com article about the banker's plans to manage the massive xAI debt. Game of hot potato to see who is left holding that 💩 www.bloomberg.com/news/article...

The Italians and Irish, famously accepted as equals in America by the WASPs from the very beginning.

I hate that I still need to use Xitter to keep up with some #$ASTS #SpaceMob stuff. On the other hand, this is 🌶️! 👀

No surprise here either. US companies and consumers pay the majority of tariffs. Duh www.bloomberg.com/news/article...

This is an important story. The findings are not surprising to me but it is interesting to see confirmation of this happening. Most people have NO IDEA how much the US has benefited from the talent of foreign entrepreneurs. Gift link for first 3 people. giftarticle.ft.com/giftarticle/...

For perspective, today's move -15% move in #$ASTS brought the share price more than $7 below the lower bollinger band on the daily chart. When I look back in history that is a VERY RARE state of affairs and was typically a very good buying opportunity.

Thanks to the Plastics Industry Association for organizing a tour of our Denver, #Pennsylvania sorting facility with PA State Rep. Dave Zimmerman, PA State Rep. Joe Ciresi, PA House Republican Leader Jesse Topper and Stephen Ranck from Congressman Lloyd Smucker's office. #Recycling

For those who are deeply committed to #$ASTS as a foundational investment, seeing a huge drop in the share price as a result of a convertible offering (2.25% interest) is so compelling. You have to understand how valuable it is to have the kind of balance sheet strengthy they now have.

Well, #$ASTS is doing a $1B private placement of 10 year convertible debt (with option for $150M more). Some of the proceeds will be used to retire earlier offerings (up to $300M). TBD the yield and conversion price. feeds.issuerdirect.com/news-release...

If Waymo is able to purchase 50,000 vehicles at an average price of $50k that eliminates a huge amount of "cost savings" that #$TSLA can achieve by producing its own Robotaxi. Assume $20k diff and 200,000 miles that is like $.10/mile which is not a big deal. Future vehicles should be cheaper.

A fascinating quote from the CEO of TMobile about the #$SATS spectrum that SpaceX purchased for cash + stock. The cash portion was like $10B. If you assume a generous 7% cost of capital that would be $700M/year in interest expense for spectrum just serving the US market. SpaceX is selling a dream.

A thing of beauty! #$ASTS. Soooo much insane engineering in this photo

It’s FINALLY announced! www.businesswire.com/news/home/20...

When the valuation of a company like xAI is “negotiated” by Mudk for Musk does it actually matter if the “key employees” actually want to keep working there? All signs indicate that people want out. Who the hell still wants to work for suck an asshole and liar?

The latest short position in #$ASTS @ast-science.com increased by 1.35M shares in the second half of January 2026.

Latest short position for #$PCT @purecycle.bsky.social as of January 30th. Up 500k shares or so 👀

Newer job posting from #$ASTS makes it obvious the kinds of radar capabilities the FPGA based bluebirds will be used for. ast-science.com/company/care...

Equity markets are trading near ATH's but there are signs of weakness in the relative strength index. #$SPY, #$QQQ. Seems like it is only a matter of time before we get a somewhat larger correction. Will we test the 200 day MA?

Last week was volatile for #$ASTS and others. I got distracted from a joint filing that was made by @vodafonegroup.bsky.social and @ast-science.com to Ofcom talking about the MSS that will be reallocated starting in 2027. This disclosure has some PROFOUND impact. www.ofcom.org.uk/siteassets/r...

There are some pretty consequential impacts if CATL is able to deliver on the promises being made about Sodium-ion batteries. Developing Lithium is an expensive and time consuming effort while sodium is widely available and cheap. Good enough + cheap --> 🏆 electrek.co/2026/02/05/f...

I think there is lots of "mainstream" business or technology coverage of SpaceX but it defaults to generally pretty deferential tone that accepts far too much of Musk's BS as possible or even likely. In reality, many companies don't like SpaceX and see it as a threat. #$ASTS. Wholesale is the way👀🏆!

PureCycle #$PCT @purecycle.bsky.social loves to trade from the top of the Bollinger Bands to the bottom. We just tapped the bottom of the daily BB and are in oversold condition. I bought more last week and will likely buy more today.

A very nice interview with Tim Hillner of Fairwinds Technology talking about their partnership with @ast-science.com #$ASTS. www.reddit.com/r/ASTSpaceMo...