Tut C🅰️pital
@kingtutcap
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Critical and sarcastic thinker. Graduate from the school of life. Always learning. Not financial or investment advice.
Joined December 2020
Happiness will never come to those who fail to appreciate what they already have.
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Countless hours of research. Endless dives into rabbit holes. Learning something new every single day. Cheers to a great 2024 and thanks for tagging along 🥂
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If you thought the Trump Media & Tech Group’s merger was funny, check the company’s overview presentation. TMTG plans to compete with Facebook, Apple, Amazon, Netflix, Google, Disney, and Hulu. Full deck here: $DWAC
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@elonmusk AST SpaceMobile Direct-To-Cell Goes Global. Major telcos are teaming up with $ASTS to revolutionize connectivity! . Here's who's onboard: .🇺🇸 AT&T.🇺🇸 Verizon.🇬🇧 Vodafone.🇯🇵 Rakuten.🇨🇦 Bell.🇫🇷 Orange.🇪🇸 Telefonica.🇧🇷 Tim.🇸🇦 STC.🇸🇦 Zain.🇦🇪 Etisalat.and 30+ others!.
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I’ve finally gathered all my thoughts to create a comprehensive investment thesis for AST SpaceMobile $ASTS, so here we go:. $ASTS is poised to revolutionize global connectivity with its unique satellite-to-cell technology. As the first company to develop a space-based cellular
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$ASTS: Vodafone's Margherita Della Valle and British astronaut Tim Peake discuss the world’s first space video call, made using normal 4G/5G smartphones and satellites that will allow multiple users in areas of no mobile coverage to make and receive video calls, access the
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$IPOE/@SoFi Announces Q1 ‘21 Record Results 📈. - +430k members (biggest ever growth).- 2.3M members total (+110% YoY).- 3.2M total products used (+121% YoY).- Galileo hits 70M accounts (+130% YoY).- Net Revenue of $216M ~14% beat (+151% YoY).- EBITDA +.- Reiterates 2021 guidance
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$ASTS Launch Week Reflections:. I couldn’t hide my happiness the past few days when I saw the launch invites rolling out and people celebrating on Twitter as if they won the Mega Millions lottery or a Willy Wonka Golden Ticket. As I mentioned recently, the company's decision to
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@chamath Some amazing takeaways from my Q2 SPAC portfolio:. 1) 28% of purchases are down. 2) 50% of purchases are shorted to death. 3) Research suggests that I’m getting a margin call very soon.
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So Robinhood will IPO at a $40bn valuation with ~$682m of revenue in 2020 but you still think SPACs are the problem.
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Some $ASTS reflections:. AST has come an incredibly long way since exactly a year ago. Back then, the company was navigating a brutal cash crunch, seeking strategic funding from investors, and facing relentless skepticism due to repeated delays in the Block 1 launch. Excitement.
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$CCIV/@LucidMotors one more piece of detective work. The Lucid rumor was leaked from Saudi Arabia. The two non-US Bloomberg reporters (Dinesh & Matthew) weren't involved in any prior SPAC-related news. They cover all Saudi/PIF related news and are always spot on. Thread ⬇️🧵
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General Motor’s due diligence is just something else $NKLA $RIDE
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“Put all your eggs in one basket and then watch that basket very carefully.”.- Stanley Druckenmiller. When I first started investing, I used to think that diversification was the ultimate key to success. My portfolio was scattered across so many stocks that I could barely keep
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To all the new SPAC investors/traders, please know that we sacrificed ourselves for you over the last 8 months. You’re welcome. - The FinTwit SPAC Squad.
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$ASTS: Really good interview with JR Wilson (AT&T VP of Tower Strategy) on WSAZ TV - Sep 23. Key Points:. - AST has the most advanced, sophisticated, and high capacity satellites in orbit.- BB1 launch was a massive milestone for AT&T.- Anticipate AST to be a mass market product
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$ASTS on @BBCNews: . UK's first smartphone video call via satellite made from Welsh mountain.
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The sooner you realize that $ASTS has at least a 5-year head start over their closest competitor in the direct-to-cell space, the sooner you’ll grasp the size of this potential monopolistic opportunity. $ASTS more or less invented the direct-to-cell space from scratch in 2017.
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$ASTS 🤝 Vodafone 🤝 over 330 million customers in 15 countries 🤝 definitive commercial agreement until 2034
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$ASTS: Vodafone's new landing page for direct-to-device 🔥🔥. "As Margherita’s video call shows, the advantage of Vodafone working with AST SpaceMobile’s satellites is that more bandwidth is available so that other apps and services can be used. At the time of writing, other
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@jimcramer Hey Jim, I sold all my Bitcoin two weeks ago when you told me, now it’s up 30%. What should I do?
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$ASTS: Nothing has changed when the stock was in the high $30s three months ago, except:. - AST has launched and fully deployed 5 BB1 satellites, further de-risking the technology .- Cash position better than ever with close to half a billion $.- Adding a Nokia executive to the.
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In 2024, AST SpaceMobile $ASTS has:. - Raised capital from AT&T and Vodafone.- Brought in Google as investor and strategic partner.- Working with Taiwan Semiconductor (TSMC) and Cadence on their new ASIC Chip .- Signed a 6-year definitive commercial agreement with AT&T.- Brought.
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$ASTS: There are still many skeptics who doubt that the service will actually work or can truly scale. There's even a bigger majority who are still unaware and are living in their self-inflicted Starlink bubble. There will be an "oh my god how and when did this happen" moment.
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$ASTS: In the span of three months, a tiny “startup” in Midland, Texas took the largest satellites ever made, from being ready on the factory floor in late July, to launching in early September, to fully deployed in low Earth orbit in late October. Against the odds, albeit with.
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$ASTS: Double STA with Vodafone for Turkey 🇹🇷 and UK 🇬🇧 granted by FCC
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$ASTS: 🇬🇧UK Telecoms Minister, Sir Chris Bryant: . “Since coming into office, I have put digital growth and inclusion at the top of my political agenda, harnessing the power of tech innovation to connect the most hard-to-reach parts of Britain. I am thrilled to see Vodafone
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🧵 Thread: Why Starlink's direct-to-cell capabilities is falling behind, further strengthening AST SpaceMobile's $ASTS early mover advantage. The market isn’t fully considering the possibility that Starlink’s direct-to-cell service might fall short or even fail entirely.
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$ASTS: Vodafone makes world’s first space video call from an area of no coverage using a standard mobile phone and commercial satellites built to offer a full mobile broadband experience!. - Rowan Chesmer, Vodafone engineer, makes historic first space mobile video call from a
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Starlink: We finally got Apple to optimize our service in their latest iOS update. We will start with texting and hopefully voice and data in the future. Vodafone: Our CEO just did the first-ever 5G VIDEO Call from the middle of f*king nowhere in Wales using standard unmodified.
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$ASTS: AST SpaceMobile recognized as the best “Emerging Space Company” in the 2024 @SpaceNews_Inc Icon Awards.
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In its latest FCC filing, SpaceX is saying $ASTS is a meme-stock and their investors are spreading misinformation ☠️ . “Foreign investors and partners in AST’s meme-stock are stopping at nothing to slow progress. AST and its investors continue their scorched-Earth campaign to
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$ASTS: John Stankey (AT&T CEO) at their annual analyst day:. - AST SpaceMobile is our direct-to-cell partner.- We were one of their primary partners and worked with them to get Verizon on board to access more spectrum to make the product more robust for both of us.- AST has put
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I’ll be off Twitter for a bit. It’s become too toxic for my taste right now. Need some time to disconnect. Truly wish everyone the best 🙏.
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Love FinTwit to death but I beg enough with the "I called $CCIV at xx" tweets flooding the timeline. Calling $CCIV at $11/12 after a Bloomberg report (when literally anyone with decent knowledge knows the only two legit Tesla competitors are Lucid and Rivian) is NOT a call.
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$ASTS: In my humble opinion, the Vodafone deal is bigger than the AT&T and Verizon deal combined. The complexity to get a deal this size involving multiple countries/continents, carve-outs, local regulations, spectrum policy, taxes, etc is very complex and time-consuming. (See
@kingtutcap I don't think the market has grasped the size of this deal. Still in USA coordinates. 🤣.
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@SaigauVlad @aarontburnett @SpaceInvestor_D Vlad, thanks for bringing a fresh perspective to the table. I appreciate the balanced view, especially that you consider Starlink's current D2C efforts as a proof of concept (which I agree with but Starlink has touted it initially as end product). I also agree that Starship will.
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Why an @EximBankUS funding for $ASTS is only a matter of time 💰. EXIM plays a vital role in supporting U.S. exports by providing financial assistance to US-based companies and their international buyers. Thread 🧵
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Woah! Jeffrey in the house 🫡🚀
Hard launch 🚀 . Congrats to Jeff Bezos and the @blueorigin team!.
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I’m not sure how to say this in the nicest way, but if you’re relying on someone on Twitter to reassure you about holding a stock that you’ve invested your own hard-earned money in, it might be a sign to take a step back and reevaluate your investment. While it’s always helpful.
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$ASTS: Massive Update. Starting in 2026, Apple will debut its in-house 5G modem chip, enabling direct cellular connectivity for Mac laptops, Vision Pro, and other devices — extending beyond the iPhone, iPad, and Apple Watch. Here’s where direct-to-device connectivity truly
NEW: The Apple in-house modem push could pave the way for cellular-enabled Macs, Vision Pros and glasses in the future. The first devices to be built around the new modem will be the 2025 iPhone SE and iPhone Air.
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Shoutout to all the SPAC focused Twitter accounts that are still alive after the Feb-May massacre. We lost a lot of good ones out there. You da real MVPs.
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As someone who is extremely bullish on $ASTS, I highly encourage avoiding unrealistic price targets tied to specific dates/timelines. It only creates unnecessary expectations for the uninformed and solidifies the meme status. AST SpaceMobile is not a meme. Let the thesis pan.
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$ASTS: AST SpaceMobile mentioned in the official PR from Blue Origin amongst NASA and Kuiper on the successful maiden launch of New Glenn. No other satellite companies mentioned by name.
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$ASTS: FCC Commissioner @BrendanCarrFCC has repeatedly highlighted the growing risk to U.S. leadership in the space race with China due to underinvestment and excessive regulatory barriers. AST SpaceMobile should be recognized as a critical matter of national security at this.
👀 GALAXY-SPACE is developing larger communication satellites with integrated solar panels and phased arrays.
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$ASTS. SpaceNews: Pentagon’s commercial satellite internet services program soars to $13 billion. The military’s Proliferated Low Earth Orbit (PLEO) Satellite-Based Services program, launched just last year with a $900 million ceiling, has been expanded to $13 billion by the
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$ASTS: América Móvil confirms partnership with AST SpaceMobile!. In their Q3 earnings call yesterday, the company said they are working with two partners (AST and SpaceX) in terms of direct to device connectivity. América Móvil is owned by Mexican billionaire Carlos Slim and
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$ASTS promotional video to the Japanese market from @AbelAvellan appearance with Rakuten CEO Hiroshi Mikitani at Rakuten Optimism Conference 2024
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Full $ASTS Q2 2024 Earnings Summary (courtesy of @defiantclient). Highlights from Press Release. - Initial Block 2 BlueBird planning and production of 17 satellites underway.- Expect initial nationwide, non-continuous service to be available with AT&T and Verizon beta test users
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$ASTS: Communications specialist at HM Forces (His Majesty's Armed Forces, refers to the British military 🇬🇧):. “I cannot wait to see how the BlueBirds progress and to hopefully develop a capability that NATO’s Supreme Allied Command Transformation can look to embrace in the near
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$ASTS: AST highlighted in Vodafone's Q3 ER. "5 satellites unfurled and preparing for commercial operations"
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Final thoughts on $ASTS mixed shelf:. The timing couldn’t be any better with the upcoming launch next week. By doing it now, the news will likely fade by tomorrow or Monday, allowing the stock to continue uptrend momentum leading up to the launch. A successful launch could then
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$ASTS. SpaceX: “AST is now taking its misinformation campaign oversees by recruiting its European investors and partners to parrot its talking points and harm competition there as well.”. It’s European investors:
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Kudos to $ASTS management for providing retail shareholders the chance to attend next week's launch, while also managing the most important milestone in the company’s history. Their organization of all logistics, from transportation to the viewing site, completely free of.
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In the last 72 hours, @chamath has been targeted by hit piece after hit piece to a degree that raises suspicion. He’s no angel but he’s also not the root of all Wall Street evil. We never saw anything on Citadel’s Griffin or Melvin’s Plotkin? Steve Cohen?. Fuck biased media.
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$ASTS: With an "international buyer" in Vodafone now fully in place (especially in emerging markets across Africa), AST has officially fulfilled the biggest ExIm condition for loan approval. Now we wait 🫡.
Why an @EximBankUS funding for $ASTS is only a matter of time 💰. EXIM plays a vital role in supporting U.S. exports by providing financial assistance to US-based companies and their international buyers. Thread 🧵
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Okay Nanalyze, I'll finally bite. You've been putting out nonstop clickbait tweets to engage with $ASTS and whenever anyone responds you mute the person because "they can't add value to the conversation". So I'm super curious to see what kind of value have you added to the.
What do $RKLB and $ASTS have in common? They're both being pumped by a bunch of agro tool bags who can't add value to a conversation. Guys. The sacred cow bs doesn't fly. It never has. Learn how to be critical of a stock you really like and maybe you'll be wealthy some day.
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$ASTS: I don’t know about you but I’ve been loving our consolidation in the $20s. Building a strong base after the monster move from the $2s is no easy feat. Patience 🧘.
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If you don’t have a stock in your portfolio that’s down 5-10% today, you’re either a value investor or Nancy Pelosi.
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$CCIV ▶️ $LCID. What a journey it’s been in SPAC land. From stalking private jets, to random LinkedIn connections, to watching Saudi Arabian Economic forums. You were the pinnacle of SPAC hysteria top and Hollywood type FinTwit drama and emotions. You’ll be missed 🖤.
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$ASTS: New Video from AST. How can anyone watch this and not be excited about the potential of their satellite technology or bet against it?. - Full cellular broadband that allows 5G data in every dead zone all over the world.- In-flight connectivity.- Applications for IoT,
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🔎 $RTP/@hippo_insurance: SaaS harnessing AI to revolutionize the home insurance industry 🦛🏠. - Everything you need to know.- One-stop-shop for all things smart/connected home.- Higher growth & revenue than closest public competitor $LMND/@Lemonade_Inc. Time for a thread 🧵⬇️
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The $ASTS reversal in the coming weeks will be one for the history books 🧘🏼♂️.
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How I play SPACs:. 1) Diversify across multiple holdings and reallocate based on performance (cut losers, trim winners, feed ones closer to NAV).2) Buy early in the $10-12 range and hold. I've got all the time to wait. 3) I rarely day trade. 95% swinging. 4) Momentum + Catalysts.
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@thekookreport $ASTS Q3 2023 Update:.- No visibility on BB1 launch.- Liquidity crunch with less than $150M in cash and trying to find strategic financing (bankruptcy).- Potential for more dilution . $ASTS Q3 2024 Update:.- 5 sats deployed in orbit.- STA filed with AT&T and Verizon for beta.
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Fairwinds Technologies highlights $ASTS in their latest partner spotlight 🇺🇸 . “Fairwinds collaborates with AST to article solutions that enable the warfighter to executive their missions, where they may go. Connect radios, computers, smartphones, and other devices to your LAN
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$ASTS: No one is asking why it’s up 10% today but nonstop panic when it goes down and make up like 500 different reasons to justify. Just chill 🧘.
$ASTS. “I don’t get why the stock is down after the Vodafone deal.”. But did you ask the same question when it was up 20% because the company announced Block 1 was complete or up another 25% because the shipment left the factory on its way to Cape Canaveral?. Chill 🧘🏼♂️.
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$ASTS recruits former Lockheed Martin $LMT executive as their new Test Director. With the company ramping up its commercialization efforts, attracting and retaining top talent is going to become easier.
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$ASTS: Back in 2017, he had this crazy idea: connect satellites directly to everyday devices to bring broadband internet to everyone. They laughed, said it was impossible, defies the laws of physics, and bound to fail. But he got Vodafone and Rakuten on board as founding
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“COVID Surge”.Markets: meh. “BLM Protests”.Markets: meh. “Trump Impeachment”.Markets: meh. “Presidential Elections”.Markets: meh. “Capital Hill Storming”.Markets: meh. “Reddit v Hedge Funds”.Markets: meh. “Chamath fucking some shit up”.Markets: Ok it’s time.
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$ASTS: Surprise surprise!. The clownsultant spread FUD claiming there was no Verizon STA filing and it was “problematic”, only for the filing to surface less than 12 hours later.
$ASTS: Clownsultant (noun): A rare breed of “expert” who works tirelessly from the comfort of their basement lair, fueled by Doritos and energy drinks and a mild disdain for truth. Their services include expertly bending facts to fit any narrative, often for the highest bidder,
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$ASTS: From Midland Texas factory floor to Low Earth Orbit deployment in 70 days 🚀
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$ASTS: *Clicks on “See Full Terms”*. - Voice calling not supported.- Text to 911 may not be available.- Potential delay in connecting to satellite.- Potential inability for your device to connect to the satellite.- Potential issues in connecting between satellite and terrestrial
.@TMobile is the first AND only U.S. wireless provider to keep you connected in places never thought possible with the world’s largest satellite-to-cell constellation. 🙌. Register for the T-Mobile Starlink beta and experience coverage beyond 👉
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This is the most bullish ER call for $ASTS since they went public.
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$ASTS: .- Special Temporary Authority (STA) filed with FCC to begin beta service with AT&T and Verizon.- New MLA with Blue Origin in addition to SpaceX and ISRO.- Three new contracts with the US Government that can expand into hundreds of millions of dollars.- Half a billion in.
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I’m never going to explicitly tell you to buy, hold, or sell a stock. I’m never going to tell you diamond or paper hands, get in before it’s too late, or give price targets. However. I’m always going to advocate for risk/reward management, knowledge sharing, and education.
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Yeah sex is cool but have you ever bought a SPAC near NAV and watch it double on the day of target announcement.
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$ASTS: Whatever comes next for Chris Sambar, his impact on AST SpaceMobile will never be forgotten. From buying into Abel Avellan’s concept 7 years ago when it was just sketches on paper, vouching for them internally at AT&T, being vocal in the media and at industry conferences.
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NOT A JOKE!. Trump Media and Technology group to merge with Digital World Acquisition Corp $DWAC at an $875 valuation. Trump Media’s mission is to “create a rival to the liberal media consortium and fight back against “Big Tech” companies of Silicon Valley.
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At this point, if I buy any more of $AVAN I might as well join their board of directors.
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Looking at today’s valuations, Facebook’s $1 billion acquisition of Instagram has to go down as the best bargain of all time.
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As one big institutional investor said at the launch, whether you invest at $5, $10, $20, or $30, by the end of the decade, this will seem like a small blip in the rearview mirror. $ASTS.
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There's a special place in hell for pumpers who consciously know the amount of emotional and financial harm they've done and continue to do to inexperienced investors all for their own personal gains.
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The @theallinpod (one of the most watched podcasts on Earth) spoke about the direct-to-device technology in their episode today. Yet they only associated it with Starlink without mentioning AST SpaceMobile $ASTS who is the absolute market innovator in the space. @friedberg: “If
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🚨 $FTOC/@Payoneer: The next PayPal?. - Payment processing company for B2C & B2B.- Operates in 200 countries + total of 1,500 employees.- $300m in revenue (2019).- $2.5 bn valuation (Bloomberg).- Customers include Airbnb, Walmart, Amazon, & Google. Time for a thread! ⬇️
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