Steve Larrison
@steve_larrison
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AI, Machine Learning, NLP and all things data
Joined July 2009
Link to my Due Dilligence threads on various stocks:. $ASTS. Understanding the financials of ASTS. The business model of ASTS. ASTS - the testing process of BlueWalker 3.
$ASTS. The launch and testing of Blue Walker 3 - an open thread (For people who are following ASTS, please contribute to this thread so that we can form a public knowledge base).
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@TurnerNovak No he wouldn’t. Even if the entire 21 million Bitcoin that will ever exist existed in 2009, he could have bought them all for a very small fraction of his wealth. And if he bought every Bitcoin in existence in 2009, they wouldn’t be worth over $50k today. They would be useless.
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@amazonholder1 @sidecarcap @elonmusk Insecure people. I worked on a program a while back where PhD's were pretty common. One of them that I worked with asked me to call him "Dr." instead of using his first name. I told him that I would call him Dr. if he called me Master.
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1/61 The testing process of BlueWalker 3 - A look at what happens in the ground stations - a thread. AST SpaceMobile.$ASTS.#SpaceMob.
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$ASTS. The launch and testing of Blue Walker 3 - an open thread (For people who are following ASTS, please contribute to this thread so that we can form a public knowledge base).
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New 8-k filing with SEC from AST SpaceMobile. The Launch Service Agreement that AST entered into with SpaceX last March has been modified. The original agreement covered BlueWalker 3 and the first 2 BlueBird Satellites as independent. $ASTS.#SpaceMob.
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113/113 In closing, I'd like to thank @AbelAvellan, @scottwisniews, @cisnerosadriana and the rest of the team @AST_SpaceMobile. Your hard work and dedication is making the world a better place. I wish you all a happy and successful new year.
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Teradata ( $TDC ) was once king of the data warehouses. Can it re-gain mindshare and resume it's reign?. A thread.
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1/68 AST SpaceMobile and the impact of competition entering the market - a thread.
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$ASTS.#SpaceMobile. At the risk of this getting lost in the excitement of successful unfurling and the upcoming earnings report this afternoon, here is something for both SpaceMob and AST Management to think about. Regardless of stock price action, AST has become a more. 1/n.
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@AbelAvellan Competition was always inevitable. Execution will help you maintain the technical lead over the competition. This is where things get interesting. Keep up the good work!.
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@ATT Raise both hands and scream with excitement if you can’t wait to connect your new (or old) phone to a satellite!. $ASTS.
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$ASTS.#SpaceMob. Follow @ChrisSambar he is in charge of AT&Ty’s FirstNet and needs more than 131 followers. He has seen what the satellites that AST has designed can do. Now let’s show him what SpaceMob can do.
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Congratulations. @AbelAvellan .@scottwisniews .@cisnerosadriana . and the rest of the team at @AST_SpaceMobile.
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@TheStalwart I've made arrangements with the company I work for to take my entire paycheck in dollars.
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Was the FCC experimental license for BlueWalker 3 a larger de-risking event than most people realize? . A thread. $ASTS. 1/n.
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@Michigandolf @TikTokInvestors What? Are you saying that you don't think that SHIB can hit a market cap of $380 trillion?. That's less than 200 times the market cap of Apple.
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A deeper look into the mutli-satellite launch agreement between AST SpaceMobile and SpaceX - a thread. $ASTS.#SpaceMob. 1/n.
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AST SpaceMobile - $ASTS. Analyzing the competition - a thread.Iridium.
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@AbelAvellan I'm looking forward to the unfurling of BW3, deployment of the Q/V antennas, and subsequent tests. Please keep #SpaceMob informed as you pass various milestones. Yet at the same time, I'm dying to find out about progress on the buildout of the 2nd manufacturing facility.
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$ASTS - AST Spacemobile. Understanding the business of AST Spacemobile - a thread. 1/n.
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AST SpaceMobile ( $ASTS ) Q3 2021 Earnings Call - a thread. 1/n.
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@LucToren @TurnerNovak If one person owned every single bitcoin, it would be worthless. Especially given Buffets investment philosophy. He has been quoted as saying the best time to sell a stock is never.
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1/37 Beamforming - What it is and how it is done in the SpaceMobile architecture - a thread.
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Understanding the final stages of the build of BlueWalker 3 - a thread. #SpaceMob.$ASTS. 1/n.
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launches. The new agreement covers the launch of the first 5 BlueBirds as a single launch. For those who don’t remember, check out the price and volume data from 3/9/22. Tomorrow could be an interesting day.
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@AbelAvellan First of all, thanks for the update. SpaceMob worries about you when they don’t hear anything. Second, take all the time you need. Getting this right is far more important than meeting an arbitrary date.
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@AbelAvellan The technology that you and your team have developed is brilliant. But even the best idea in the world is worthless if you can’t get buy-in. The business plan and ability to create mutually beneficial relationships guarantees that your technical innovations will be adopted.
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@AbelAvellan Great work! And by that, I am referring to the last 5 years that you and your team put making this moment possible. Congratulations!.
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I originally intended to put out a thread on the $ASTS earnings report tonight. But there are some key pieces of information that I need to re-listen to the webcast before writing. Look for that thread either tomorrow evening or Saturday. Sorry about that. #SpaceMob.
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@AST_SpaceMobile What a beautiful picture!. Will you be able to share video of BW3 unfurling with the community?.
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But a simple, inexpensive, and elegant solution is infinetly better. And that solution can be licensed to companies facing this problem. Boom!. We have a new potential revenue stream. 5/n.
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@AbelAvellan Thanks for the update Abel. Can you give us more detail on the major milestones in testing with the MNOs and where you are?.
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$ASTS.#Spacemob . ASTS cancels unused portion of previous $500 million shelf offering. What will bears do with fear of dilution removed?.
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@AbelAvellan Congratulations!. It is time for you and the team to make the world a better place.
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AST SpaceMobile Q1/2022 Earnings Report. a thread. $ASTS.1/n.
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@caroljsroth Susanne Pleshette (Emily Hartley from the Bob Newhart Show) waking up in bed with Bob Newhart at the finale of his second series Newhart - implying the entire series was a dream.
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For those who are short $ASTS - How does it feel having your face ripped off?. If you like it, there is a lot more where this came from. #SpaceMob.
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@leadlagreport I've made arrangements with my employer to accept 100% of my salary in US Dollars.
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I was just thinking that I feel sorry for anyone who follows me who isn't part of SpaceMob. (I do have some people in that category). They are getting a lot of AST in their feed today. But then I stopped and realized that if they aren't part of SpaceMob, they really should be.
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@AbelAvellan Thank you for the update. You and the team have done an amazing job designing and developing this technology. Which conditions need to be met before you can unfold BW3?.
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@AbelAvellan @ATT Testing on schedule. New facility is online. BlueBirds are being built. You and your team are firing on all cylinders. Excellent execution! You should be congratulated for all the hard work.
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Advice to cell phone manufacturers:. There is no need to enter into agreements with satellite companies to give your hardware limited satellite data capability. If you just wait a bit, @AST_SpaceMobile is going to turn your phones into full fledged satellite phones for you….
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@AbelAvellan @AST_SpaceMobile You and your team are about to make people wonder what they got excited about last Thursday. Congratulations on the start of a new era. You will change the world.
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Driving the cost out of the construction of SpaceMobile - a thread on one of the things that AST SpaceMobile is working on right now. $ASTS.#SpaceMobile. 1/n.
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I stand behind what Anpan is reporting as well.
$ASTS: Based off of recent intel, it appears that Q/V backhaul antennas (as pictured) are actively engaged w/ BlueWalker3. This implies BW3 Q/V antennas are deployed and initial calls could happen soon.
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I guess this puts the Iridium/QualComm D2D system in second place to AST SpaceMobile. $ASTS.#SpaceMob.
In a surprising turn of events @SpaceX today withdrew all three @FCC filings for direct-to-handset cellular service to be provided from Starlink satellites filed in 2022 and detailed below. Reasons are unknown yet. H/T: @JRyanThomp.
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@spacanpanman @AST_SpaceMobile @ATT My favorite part of the video is 2:28 into it when Chris Sambar mentions that the call testing on BW1/BW2 worked.
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@Omnislash4k Matt, I love your TA. I have nothing to add from a charting perspective, but have to note that we are getting tantalizingly close to $18. If ASTS can close at or above $18 for 20 of 30 trading days, warrants can be called and the company gets access to $202.4 in cash.
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$ASTS. For anyone following me who is looking forward to my thread on the earnings report, I am going to hold off until tomorrow. I want to have a transcript before putting something together. There is a lot to digest - especially with all of the analyst questions.
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Is AST SpaceMobile ($ASTS) going to dilute me? . A thead. 1/n.
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Uganada Telecom signs a Memorandum of Understanding to use AST SpaceMobile data services. That brings another 47.3 million customers to telecoms $ASTS will be serving.
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@LeCapucheRouge @default_friend Twitter combines my two favorite forms of communication. It has the intimacy of texting combined with the immediacy of putting a message in a bottle and throwing it out to sea. .
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@AbelAvellan @AST_SpaceMobile Thanks Abel!. Please let the team know that #SpaceMob appreciates all of their hard work. We love you all!. Oh, and congratulations on the MOU with Orange!.
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50/50 Even though some of the test results will be technical and difficult for a lot of people to understand, SpaceMob has some very talented members and we are always happy to help make things understandable among our peers.
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Understanding the financials of $ASTS - a thread. I have said before that if ASTS executes successfully, they have a license to print money once their constellation is operational. The following numbers and graphs are taken from ASTS's investor presentation.
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@AbelAvellan @AST_SpaceMobile Thanks for the update Abel. I know that you are probably limited in what you can say now with the earnings report coming soon, but I would love to hear more detail about the build out of the facility during the earnings report.
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61/61 While there is always a risk of schedule slippage in any technical implementation, the technical risk inherent in the ground systems is negligible.
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@AbelAvellan SpaceMob would love to hear more about those meetings you had in Midland with @ATT .
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AST SpaceMobile ($ASTS) . Analyzing the competition - a thread. Lynk. 1/n.
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$ASTS.#SpaceMob. Public Service Announcement - MNOs worldwide are under pressure in the countries they serve to provide 100% geographic coverage. These governments hold regulatory authority over MNOs. Governments are excited by intermittent text. They want voice at a minimum,.
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@AbelAvellan Thanks Abel!. I can't wait until I see you tweet about BW3 being packed up for it's trip to Florida.
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@spacanpanman @AbelAvellan Is it just me, or do you find a certain elegance and beauty in the simple geometric patterns that are exposed in revealing the final form of BW3?.
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@spacanpanman @AST_SpaceMobile That’s amazing!. You are very photogenic. Your picture looks EXACTLY like your picture in your profile picture!.
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Great video from AST partner AT&T. I don’t want to spoil the video for you, but if you are wondering if the AST technology works, Chris Sambar will give you that answer. The first phone call was back in 2029 with the BW1/BW2 testing.
Watch the President of Network @ATT, Chris Sambar, discuss the opportunity of integrating with AST SpaceMobile's space-based cellular technology in our new #PartnerProfile video. 🎥 #5G.
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this person will be the first credible source of information on the unfurling. And I am relatively sure that he will tweet the news of the unfurling. You should follow @AbelAvellan . You are welcome.
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@sleepinyourhat You learn by doing. You learn what to do by reading. Sebastian Ruder's newsletter ( and are good sources of news. And is good for detailed information. But ultimately, need you need to build things.
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@AST_SpaceMobile @AbelAvellan Thanks for the update. You have an enthusiastic retail investor base. Release of information like this helps feed them.
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@Jason $ASTS cellular data wholesaler that provides data without relying on cell towers. Satellite based service like StarLink, but for cell phones. Works with every existing cell phone. No need for special equipment on users end.
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@ASTS_Investors @AbelAvellan This is pure speculation and I could be mistaken, but if @ATT and @AST_SpaceMobile just signed a contract, not only does it mean good test results, it means much, much more.
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@AbelAvellan First SpaceX/T Mobile.then Apple/GSAT. AST SpaceMobile - often imitated, never duplicated. Not even close to being equaled.
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@AbelAvellan Thank you Abel!. We are looking forward to news of the first phone call on BW3. In the meantime, how is the buildout of the second facility in Midland going? It won’t be long before you need that extra manufacturing capacity.
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I'm happy that AT&T realizes just how important SpaceMobile is too!.
👀🚀.
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valuable company today. That's not news. Technical derisking means that a positive outcome is more likely, and the stock price should go up. But there is something else to consider. The value of the intellectual property for the patent for the folding/unfolding mechanism.2/n.
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@spacanpanman @VodafoneGroup @Rakuten @ATT Don’t get me wrong, the good people at AST still have a lot of work to do. But from my analysis, with successful unfurling behind them, I see nothing that can prevent the testing process of BW3 from concluding successfully.
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@AbelAvellan If I am not mistaken, the latest plan was to wait until the Block 1 BBs were operational before finalizing the ASICs. Does the preparation being done now imply that you are happy with the functionality currently provided by FPGAs and confident enough to burn it into the ASICs?.
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@AbelAvellan Come on Abel. If any of your tweets deserves 10 rockets, it's this one!. Enjoy the day today. Tomorrow you and the team start changing the world.
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