@Defiantclient2 Kevin ChenKevin Chen posts on X about $asts, spacex, $qs, xai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence technology brands 30.09% finance 14.16% stocks 9.73% countries 4.42% celebrities 4.42% automotive brands 2.65% cryptocurrencies 1.77% currencies 1.77% social networks 1.77% products 1.77%
Social topic influence $asts #73, spacex 23.01%, $qs #31, xai 5.31%, ai 4.42%, the first 4.42%, $arkx 3.54%, china 3.54%, debt 3.54%, $aapl #436
Top accounts mentioned or mentioned by @astspacemobile @spacex @grok @quantumscapeco @kuehck1 @spacanpanman @starlink @ivanhri91235556 @dwdinvesting @pcmag @firstsquawk @telstra @xai @catseapex @att @fcc @blueorigin @thekookreport @c1_df9432 @noledollars
Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) QuantumScape Corporation (QS) Apple, Inc. (AAPL) AT&T Inc. (T) Globalstar, Inc. (GSAT) Nokia Corporation (NOK) Verizon Communications Inc. (VZ) Sandisk Corporation (SNDK) Boeing Co (BA) Coldstack (CLS) Mastercard, Inc. (MA) Raytheon Technologies Corp (RTX) Microsoft Corp. (MSFT) Metadium (META) Tesla, Inc. (TSLA) RAI Finance (SOFI) UnitedHealth Group (UNH) Lam Research Corporation (LRCX) GE Vernova Inc. (GEV) United Parcel Service, Inc. (UPS) Now Coin (NOW) Texas Instruments (TXN) GM (GM) Stacks (STX) Synchrony Financial (SYF) Western Digital Corp (WDC) AGNC Investment Corp. Common Stock (AGNC) CatCoin (CAT) American Airlines Group Inc (AAL) American Express Company (AXP) Amphenol Corporation (APH) IBM (IBM) Neurobro (BRO) Corning Incorporated (GLW) Baker Hughes Co (BKR) Steel Dynamics, Inc. (STLD) SAP SE (SAP) Deckers Outdoor, Corp. (DECK) Waste Management, Inc. (WM) Nasdaq Inc (NDAQ) Royal Caribbean Cruises Ltd (RCL)
Top posts by engagements in the last [--] hours
"@techinvestoor @ARKInvest @CathieDWood Why no ASTS in $ARKX This doesnt make any sense"
X Link 2026-01-21T09:50Z [----] followers, [----] engagements
"$ASTS: @AST_SpaceMobile Partner Quarterly Updates This Week January [--] Wednesday PM: @ATT Q4 [----] January [--] Thursday PM: @nokia Q4 [----] January [--] Friday PM: @Verizon Q4 [----] #earnings for the week of January [--] [----] https://t.co/hLn2sKQhEY $MSFT $META $AAPL $TSLA $SOFI $UNH $SNDK $LRCX $ASML $BA $GEV $UPS $NOW $V $TXN $GM $CLS $RYAAY $MA $RTX $STX $SYF $T $WDC $AGNC $AAL $AXP $APH $BRO $CAT $IBM $STLD $VZ $NOK $SAP $GLW $DECK $BKR $WM $NDAQ $RCL https://t.co/4JJm1bdDqa #earnings for the week of January [--] [----] https://t.co/hLn2sKQhEY $MSFT $META $AAPL $TSLA $SOFI $UNH $SNDK $LRCX $ASML $BA"
X Link 2026-01-25T07:43Z [----] followers, [----] engagements
"$ASTS: @RakutenGroup's marketcap is [----] trillion JPY which is 12.7B USD. Their stake in @AST_SpaceMobile consists of 31M shares. At present moment 31M shares x $104/share = 3.2B USD. This means that Rakuten's stake in ASTS is 25% of their entire marketcap. And they haven't sold a single share. Rakuten knows what they own. Be like Rakuten. RAKUTEN HOLD STRONG πͺ Another quarter where Rakuten show they believe in the AST SpaceMobile mission. They've not sold a single share since they invested in AST π Q3 [----] - [--------] Q4 [----] - [--------] Change - None $ASTS RAKUTEN HOLD STRONG πͺ Another"
X Link 2026-02-06T19:05Z [----] followers, 26.7K engagements
"$QS: Good sign for @QuantumScapeCo. QS owns the IP to manufacture no-compromise solid state batteries without an anode therefore significantly reducing reliance on China as anodes are made of graphite which is primarily sourced from China. CHINA A CLEAR AND PRESENT THREAT TO U.S. AUTO INDUSTRY U.S. automakers including GM Ford Toyota Volkswagen and Hyundai urged Washington to block Chinese government-backed car and battery makers from building U.S. facilities. The Alliance for Automotive Innovation warned CHINA A CLEAR AND PRESENT THREAT TO U.S. AUTO INDUSTRY U.S. automakers including GM Ford"
X Link 2025-12-11T15:57Z [----] followers, [----] engagements
"$ASTS: @AST_SpaceMobile finally made it into Tranche #3 of the Missile Defense Agency (MDA) SHIELD Multiple Award IDIQ Contract h/t: u/thetrny on Reddit Notice of Awards - January [--] [----] Following the initial tranche of [----] awards announced December [--] [----] and the second tranche of [----] awards announced December [--] [----] the Missile Defense Agency (MDA) has made an additional [---] awards under the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) Multiple Award Indefinite-Delivery Indefinite-Quantity (IDIQ) Contract. A list of awardees is attached along with their respective"
X Link 2026-01-15T22:57Z [----] followers, 68.4K engagements
"@grok As per the Information article the rumoured satellite connectivity features include natural usage that does not require pointing your phone to the sky and supposedly it even works indoors. To me this doesnt sound like Starlink because Starlink direct-to-cell is only compatible with [----] MHz to [----] MHz which only works outdoors with a clear line of sight to the sky. What do you think And if not Starlink who else"
X Link 2026-01-28T04:33Z [----] followers, [----] engagements
"$ASTS $T: I wonder whose satellites @ATT would be using for MDA SHIELD"
X Link 2026-01-30T07:27Z [----] followers, 20.5K engagements
"$ASTS: @FCC GRANT ALERT π¨ @AST_SpaceMobile just got a [--] day Partial Grant for Service Links (space to earth transmissions) for [--] Block [--] + [--] Block [--] for non-US SCS test operations. Prior to this we had no active applications or approvals for BB6 service links. This approval means that for the next [--] days once BB6 unfolds AST can test service links with it outside of the US. I'm guessing a similar approval for the US is imminent. $ASTS: SCS Non US STA is granted https://t.co/WrS2PfeALl H/t: @The_SPACTATOR https://t.co/4bFUsgEuEi $ASTS: SCS Non US STA is granted https://t.co/WrS2PfeALl H/t:"
X Link 2026-01-31T00:30Z [----] followers, 33.1K engagements
"@AwesomeBeast321 @Only6inches @spacanpanman Thats not true. Rogers is with Starlink. In Canada AST has Bell. Telus is up for grabs. π"
X Link 2026-02-01T00:49Z [----] followers, [---] engagements
"$ASTS: First two batch shipments were slated to be Ready To Ship in December [----]. We're now in February. Fireworks will happen literally any day now. Don't miss it. πππ https://irp.cdn-website.com/1fadf91c/files/uploaded/AST+SpaceMobile+Q3+2025+Quarterly+Business+Update_vF.pdf https://irp.cdn-website.com/1fadf91c/files/uploaded/AST+SpaceMobile+Q3+2025+Quarterly+Business+Update_vF.pdf"
X Link 2026-02-02T19:45Z [----] followers, 29.2K engagements
"@planert41 Yup the $QS earnings call is on February [--]. I'm expecting a strong update"
X Link 2026-02-02T20:27Z [----] followers, [----] engagements
"$QS: @QuantumScapeCo Co-Founder & CTO @ironmantimholme did an absolutely fantastic job at the Bloomberg NEF Summit in San Francisco from January 26-27. Tim Holme was a panelist for the topic "Next-Generation Batteries: Solid-State Sodium-Ion and More": Here are the highlights. π - The host asks Tim what OEMs are now believing about solid state batteries that maybe they didnt a few years ago At 7:20 Tims response is that Whats been changing is accumulation of real world learnings and starting to deliver products for real world demos. - The host asks Tim what the main challenges of QS are"
X Link 2026-02-03T07:47Z [----] followers, 10.5K engagements
"$ASTS: Mike Wood of @Telstra Distinguished Professional and Technology Leader of EME Standards Governance & Risk Management published some @Starlink Direct-To-Cell testing last month linked below. It was revealed that the Starlink signal reaching Earth is extremely low less than [----] dBm. How bad is this 1/4 https://www.linkedin.com/posts/mike-wood-20291b3_telstra-spacex-starlink-activity-7406816613783678976-f8Xjutm_source=share&utm_medium=member_desktop&rcm=ACoAABI5dsAB0b1n5OCgC6WQObA0an0v95E4bwo"
X Link 2026-02-03T09:02Z [----] followers, 68.6K engagements
"@StillPlaysCrick @Telstra @Starlink The test was from last month so it should be the VLEO ones. Also in the LinkedIn post the tester described the satellite as being over [---] km away so it sounds like hes referring to the lowered altitude"
X Link 2026-02-03T15:17Z [----] followers, [---] engagements
"@jonathan1328531 @Telstra @Starlink Those wont be launched until [----] and then service with them wont start until 2028/2029"
X Link 2026-02-03T15:18Z [----] followers, [----] engagements
"@Frkyuan @QuantumScapeCo @ironmantimholme Dam analogy applies to $QS @Lab_Stocks you shouldnt complain about a pre-revenue company making. no revenue. Think of ASTS like a dam that's been under construction for [--] years and need around one more year until completion. However they already have tons of customers waiting for the dam to start generating @Lab_Stocks you shouldnt complain about a pre-revenue company making. no revenue. Think of ASTS like a dam that's been under construction for [--] years and need around one more year until completion. However they already have tons of customers"
X Link 2026-02-03T16:21Z [----] followers, [---] engagements
"$ASTS: MULTIPLE MASSIVE NEW GLENN STAGES UNDER CONSTRUCTION SIMULTANEOUSLY"
X Link 2026-02-03T17:31Z [----] followers, 13.8K engagements
"Pitch for @JeffBezos / @blueorigin: 1) Buy 5% of $ASTS on the open market. 2) File Schedule 13D indicating the 5%+ ownership. 3) $ASTS would probably increase [--] to 40% on this disclosure making the headlines. 4) @AST_SpaceMobile finishes out their ATM (if they haven't already) and does a Direct Offering at the increased stock price. 5) The proceeds of the offering contribute to expanding manufacturing and accelerating launch bookings with New Glenn. 6) The offering probably takes the stock down 10% from the new high but all in all Jeff / Blue Origin will probably be up at least 20% from"
X Link 2026-02-03T19:56Z [----] followers, 19.2K engagements
"@deepresearch855 Tested and confirmed by an MNO too. Not just random retail. Doesnt get more legit than that. Thanks @Telstra"
X Link 2026-02-04T02:15Z [----] followers, [---] engagements
"$QS: QuantumScape Inaugurates Eagle Line for Solid-State Battery Pilot Production SAN JOSE Calif.--(BUSINESS WIRE)-- @QuantumScapeCo (NASDAQ: $QS) a global leader in next-generation solid-state lithium-metal battery technology today celebrated the inauguration of its newly installed Eagle Line at its facility in San Jose. The event was attended by automotive OEM customers QS ecosystem partners and government officials and included a showcase tour of the Eagle Line. The Eagle Line is a suite of equipment materials and highly automated processes forming the blueprint for production of QS"
X Link 2026-02-05T00:13Z [----] followers, [----] engagements
"@BettingTheFarm1 @QuantumScapeCo and government officials. The USG should seriously invest in $QS to diversify away from China"
X Link 2026-02-05T00:21Z [----] followers, [---] engagements
"$QS: Eagle Line video coming Friday π Today we celebrated the inauguration of our Eagle Line a critical step in bringing our solid-state battery tech to market. Eagle Line is the blueprint for scalable production of QS batteries and represents a major step forward in commercialization. https://t.co/RC3oH8IKgJ Today we celebrated the inauguration of our Eagle Line a critical step in bringing our solid-state battery tech to market. Eagle Line is the blueprint for scalable production of QS batteries and represents a major step forward in commercialization. https://t.co/RC3oH8IKgJ"
X Link 2026-02-05T02:40Z [----] followers, [----] engagements
"$QS: + Cobra + Eagle Line + [--] Joint Development Agreements + Agreements with Murata and Corning for scaling ceramic separators + Cash runway into [----] The writing is on the wall"
X Link 2026-02-05T05:27Z [----] followers, [----] engagements
"$ASTS: We already knew that the @ATT and @Amazonleo partnership does not impact the work with @AST_SpaceMobile as Amazon Leo is not doing D2D but here an AT&T spokesperson says it as well. π "We'll use Amazon Leo to deliver fixed broadband internet to business customers in areas where connectivity is needed" said Darian Taylor an AT&T spokesperson in an email. "AST SpaceMobile remains focused on helping to provide direct-to-cell service for our mobility customers. This new agreement with Amazon Leo does not impact our relationship or plans with AST SpaceMobile.""
X Link 2026-02-05T18:17Z [----] followers, 13.8K engagements
"According to a complaint filed in Manhattan federal court T-Mobile exaggerated the alleged savings sometimes by more than 100% by comparing its promotional rates with Verizon's standard rates and inflating the value of streaming satellite connectivity and other benefits that "the other guys leave out." Checks out --- no wonder T-Mobile and Starlink are buddies https://twitter.com/i/web/status/2019503349734019077 https://twitter.com/i/web/status/2019503349734019077"
X Link 2026-02-05T20:08Z [----] followers, [----] engagements
"$ASTS $GSAT $AAPL: For satellite connectivity to work indoors the satellite must be compatible with low band frequency ( [----] MHz). @AST_SpaceMobile is the ONLY D2D operator that will offer a full user experience using low band. Lower mid band such as MSS L band (1500/1600 MHz) may also be decent at some amount of indoor connectivity. @AST_SpaceMobile has an agreement with @LigadoNetworks to use their L band for [--] years in North America. Connect the dots. $ASTS: π¨ NEXT IPHONES' SATELLITE CONNECTIVITY COULD ROCKET WAY BEYOND SOS The funny thing is that these journalists only have the"
X Link 2026-02-06T17:15Z [----] followers, [----] engagements
"$ASTS: Space is hot π₯ Don't overthink it as @spacanpanman likes to say. π¨ BREAKING: Germany Eyes 35B Military Space Expansion Germany is planning a long-term military space program worth up to [--] billion aiming to strengthen its orbital capabilities amid rising concerns over Russia and China Reuters reports. The plan includes deploying https://t.co/3PIiXb7yoT π¨ BREAKING: Germany Eyes 35B Military Space Expansion Germany is planning a long-term military space program worth up to [--] billion aiming to strengthen its orbital capabilities amid rising concerns over Russia and China Reuters"
X Link 2026-02-06T18:39Z [----] followers, [----] engagements
"$QS: Some new info and a photo from the Eagle Line Inauguration Event in this article π According to Sivaram the Eagle line went from planning to completed line in only ten monthsa rapid development timeline that demonstrates QuantumScape's commitment to accelerating solid-state battery commercialization. Manufacturing innovation at scale QS Chief Technical Officer Tim Holme elaborated on the differing challenges of the Cobra line and the Eagle line highlighting the technical complexity of scaling solid-state battery production from laboratory to manufacturing environments. The Eagle Line's"
X Link 2026-02-06T22:47Z [----] followers, [----] engagements
"@sridhar_kondoji They will always be B samples when they're from QS. "C" is reserved for when they come off the OEM's gigafactory lines is how I understand it"
X Link 2026-02-07T00:00Z [----] followers, [---] engagements
"@PCMag Probably because he doesnt want to call them phones. He calls them AI edge nodes see Elons podcast with Joe Rogan. Probably doesnt want to be regulated like all the other smartphone OEMs. Everything he and SpaceX does is rules for thee but not for me"
X Link 2026-02-07T19:58Z [----] followers, [---] engagements
"@Orignal_Koala1 The fund places @AST_SpaceMobile amongst the seasoned veterans of @northropgrumman and @L3HarrisTech $ASTS $LHX Bullish"
X Link 2026-02-08T00:43Z [----] followers, [----] engagements
"@Orignal_Koala1 Long overdue. To get in any additional launches before the end of Q1 they need to ship those satellites to SpaceX by the end of February. Its go time"
X Link 2026-02-08T00:50Z [----] followers, [----] engagements
"@MarioNawfal @elonmusk @joerogan And thats why he said they werent building a phone. What a phoney. π"
X Link 2026-02-08T03:32Z [----] followers, [----] engagements
"$ASTS: @Starlink Direct-To-Cell with [---] minutes of connectivity per satellite before you have to handover to another one. πππ More handovers means more battery drain as the phone has to constantly seek a new connection. "For a user on the ground how long the satellite can stay in view will vary but Placido says the duration can last "1.6 minutes at 340km altitude with a 40-degree minimum elevation up to about [--] minutes at 550km altitude with a 25-degree minimum elevation." For comparison thanks to @AST_SpaceMobile's fixed cell technology a user should be connected for [--] to [--] minutes at a"
X Link 2026-02-08T08:32Z [----] followers, 24.3K engagements
"$QS: This video by @TwoBitDaVinci is a MUST WATCH for all current and prospecting investors of @QuantumScapeCo π https://www.youtube.com/watchv=aUT6LPB-Z1E https://www.youtube.com/watchv=aUT6LPB-Z1E"
X Link 2026-02-08T10:44Z [----] followers, [----] engagements
"Read the latest quarterly presentations and shareholder letters: What is QS (High level summary Part 1): Where is QS (High level summary Part 2): When is QS (High level summary Part 3): https://www.reddit.com/r/QUANTUMSCAPE_Stock/comments/1qen7g1/when_is_quantumscape/utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button https://www.reddit.com/r/QUANTUMSCAPE_Stock/comments/1qbcnvx/where_is_quantumscape/ https://www.reddit.com/r/QUANTUMSCAPE_Stock/comments/1q97y51/what_is_quantumscape/ https://ir.quantumscape.com/resources/events-and-presentations/default.aspx"
X Link 2026-02-08T11:03Z [----] followers, [---] engagements
"$ASTS $AMZN: A vast majority of SpaceX revenue is the commercial Starlink system. The biggest technological competitors of @Starlink are @AST_SpaceMobile and @Amazonleo. Dont overthink it. @WR4NYGov True. I love NASA but they will only be 5% of SpaceX revenue this year. Vast majority of SpaceX revenue is the commercial Starlink system. @WR4NYGov True. I love NASA but they will only be 5% of SpaceX revenue this year. Vast majority of SpaceX revenue is the commercial Starlink system"
X Link 2026-02-09T06:56Z [----] followers, [----] engagements
"@CytoplasmicANA How was Roger"
X Link 2026-02-09T15:44Z [----] followers, [---] engagements
"$ASTS: Both @AST_SpaceMobile and @blueorigin are the tortoises in this story. @SpaceX is the hare. https://read.gov/aesop/025.html https://t.co/d0nvnvxVYR https://read.gov/aesop/025.html https://t.co/d0nvnvxVYR"
X Link 2026-02-09T15:57Z [----] followers, [----] engagements
"@PCMag Thats only because @elonmusk wants to avoid being regulated like a smartphone OEM. He calls them AI edge nodes instead. Everything he and @SpaceX does is rules for thee but not for me. ELON TO JOE ROGAN: "PHONES WONT EXIST IN [--] YEARS" He says that they'll be replaced by AI edge nodes generating real-time video. No apps and no OS. Just direct AI-to-user interaction anticipating your every need. Source: @elonmusk @joerogan https://t.co/HXZuR6AQNY ELON TO JOE ROGAN: "PHONES WONT EXIST IN [--] YEARS" He says that they'll be replaced by AI edge nodes generating real-time video. No apps and no"
X Link 2026-02-09T16:05Z [----] followers, [---] engagements
"@Do8661367490646 @allthewayne @chan2pa So whatre you doing with this mindset Are you shorting $QS"
X Link 2026-02-09T20:32Z [----] followers, [---] engagements
"@MarsUniversityX Oh look a @SpaceX patent to attempt to copy @AST_SpaceMobile π¨SPACEX PATENTS THE BANDWIDTH ENGINE BEHIND STARLINK DIRECT-TO-CELL How do you turn [----] LEO satellites into a seamless cellular network without wasting half the bandwidth on housekeeping That is the core infrastructure problem SpaceX addresses in US [--------] B1 granted https://t.co/NfOQp1cooF π¨SPACEX PATENTS THE BANDWIDTH ENGINE BEHIND STARLINK DIRECT-TO-CELL How do you turn [----] LEO satellites into a seamless cellular network without wasting half the bandwidth on housekeeping That is the core infrastructure"
X Link 2026-02-09T21:31Z [----] followers, [----] engagements
"@AVGDUDESD @MarsUniversityX @SpaceX @AST_SpaceMobile Whether or not they can even actually achieve something like fixed cells it was ALWAYS going to be largely a duopoly between AST and Starlink"
X Link 2026-02-09T22:37Z [----] followers, [---] engagements
"@FirstSquawk Meanwhile @SpaceX claims they dont need to pay @xais debt but if they wont who will @grok what do you think"
X Link 2026-02-10T02:10Z [----] followers, [----] engagements
"@grok @FirstSquawk @SpaceX @xai @grok How would the merger provide stability when you just said that SpaceX wont be obligated to pay for xAIs debt From what you just said xAI is on its own"
X Link 2026-02-10T02:14Z [----] followers, [---] engagements
"@grok Okay so SpaceX will help pay off xAIs debt obligation or not. You just said xAI will be able to access SpaceXs investors and revenue streams. Do you see the confusion now SpaceX is trying to tell their investors not to worry that xAIs debt isnt really their problem. But clearly as you outlined yourself SpaceX will contribute to xAIs debt payments. https://twitter.com/i/web/status/2021046062429970731 https://twitter.com/i/web/status/2021046062429970731"
X Link 2026-02-10T02:18Z [----] followers, [---] engagements
"@grok @FirstSquawk @SpaceX @xai @grok Does shared resources include SpaceXs revenues and cash flows"
X Link 2026-02-10T02:19Z [----] followers, [---] engagements
"@grok @FirstSquawk @SpaceX @xai @grok So in the linked comment written by you you mentioned access to SpaceXs revenues. Are you walking back on that statement now @Defiantclient2 @FirstSquawk @SpaceX @xai Even in a triangular merger stability can come from synergies like shared tech talent and infrastructure plus easier access to SpaceX's investors and revenue streams. xAI isn't fully "on its own"the structure allows it to leverage the parent company's strengths for growth @Defiantclient2 @FirstSquawk @SpaceX @xai Even in a triangular merger stability can come from synergies like shared tech"
X Link 2026-02-10T02:22Z [----] followers, [---] engagements
"@grok @FirstSquawk @SpaceX @xai @grok So xAI has 18B of debt and burns 1B per month. How much net income do they generate annually If they need to raise money then theyre just diluting SpaceXs share in xAI"
X Link 2026-02-10T02:39Z [----] followers, [---] engagements
"@grok @FirstSquawk @SpaceX @xai @grok You keep bringing up that finances are separate but come on you see where this is going right SpaceX is going to either pay for it or get their stake in xAI significantly diluted. Its not a great look for SpaceX investors"
X Link 2026-02-10T02:43Z [----] followers, [---] engagements
"@mcinnes_danny $QS reports this Wednesday after hours so maybe well find out more"
X Link 2026-02-10T11:40Z [----] followers, [---] engagements
"@Melnik_45 @QuantumScapeCo Should be a good update"
X Link 2026-02-10T20:27Z [----] followers, [--] engagements
"$ASTS: Batch update PR tmr morning if the theory is true that they wanted to PR unfold first as a derisk event for the new unfolding mechanism and if the satellites are in fact done. WATCH THIS SPACE. BlueBird [--] is fully UNFOLDED ππππππ At nearly [----] square feet this is now the LARGEST ever commercial communications array ever deployed in low Earth orbit - we just broke our own record A true breakthrough in space-based cellular broadband the technology that we BlueBird [--] is fully UNFOLDED ππππππ At nearly [----] square feet this is now the LARGEST ever commercial communications"
X Link 2026-02-11T01:41Z [----] followers, 16.7K engagements
"$ASTS: "The performance of BlueBird [--] is driven by several major breakthroughs in space-based architecture. The massive antenna array significantly allows the satellite to reliably transmit and receive signals from standard handheld devices. Furthermore the large aperture enables highly precise beamforming creating narrower more focused coverage areas. This precision minimizes interference maximizes network capacity and ensures consistent high-quality user experience for cellular broadband services including voice data and video." @grok Take notes. AST SpaceMobile Successfully Completes"
X Link 2026-02-11T04:07Z [----] followers, [----] engagements
"@grok My take is that @AST_SpaceMobile is the most technologically superior D2D satellite operator in existence. AST's Block [--] satellites are compatible with low band spectrum for maximal coverage and penetration and are compatible with all existing smartphones. No special devices or apps required. Then AST's Block [--] satellites will be compatible with terrestrial mid band as well as MSS L and S bands for improved throughput and capacity. Truly unprecedented"
X Link 2026-02-11T04:21Z [----] followers, [---] engagements
"@grok The biggest challenge for AST is to prove that they have scaled up manufacturing and testing to enable about [--] satellites per month to be Ready To Ship. However I suspect that inflection point is about to arrive very very shortly especially if BB6 unfolding was the final proving ground and hurdle before letting the market know that they have more satellites ready. In addition AST's multiple manufacturing facilities and [----] global workforce are positive indicators for satellite production. https://twitter.com/i/web/status/2021440680174739689"
X Link 2026-02-11T04:26Z [----] followers, [---] engagements
"@grok AST is already fully funded for the production and launch of over just over [---] satellites as per their latest public disclosures. They have 3.2B pro-forma liquidity and I don't even think this number included the $175M prepayment from @stc. So funding is not an issue and it is only a matter of time. And that time is very soon. https://twitter.com/i/web/status/2021442063212912832 https://twitter.com/i/web/status/2021442063212912832"
X Link 2026-02-11T04:31Z [----] followers, [---] engagements
"@advisors_abcz Digatron* Haha"
X Link 2026-02-11T12:56Z [----] followers, [---] engagements
"@IvanHri91235556 @AbelAvellan @spacanpanman @thekookreport @CatSE___ApeX___ @jusbar23 Im not aware of such a strategy They have ways to test the arrays on the ground The first phone into space BW1 was to prove the link budget can close"
X Link 2026-02-11T14:08Z [----] followers, [---] engagements
"$ASTS: BB6 is an engineering marvel and will provide D2D broadband at unprecedented data rates. π"
X Link 2026-02-11T14:48Z [----] followers, [----] engagements
"@NeedleStrat @Finsee_main @kingtutcap Agreed. @QuantumScapeCo is doing everything that they said they would and when they would"
X Link 2026-02-12T03:42Z [----] followers, [--] engagements
"@theinformation @QuantumScapeCo owns the IP for manufacturing anode-less solid state batteries. The anode-less architecture is critical as it means derisking away from China. Anodes are typically made with graphite a material that is primarily supplied from China"
X Link 2026-02-13T02:09Z [----] followers, [----] engagements
"@andreahuguely π did you test BB6"
X Link 2026-02-13T03:53Z [----] followers, [----] engagements
"@EVinfos @EmmanuelMacron @AST_SpaceMobile Not weird at all. Amazon Leo needs to launch ASAP. Its a regulatory requirement and they also have customers waiting. Thats why theyve launched with whoever they can ULA SpaceX Arianne etc. Blue Origin is coming up as well"
X Link 2026-02-13T05:14Z [----] followers, [---] engagements
"RT @andreahuguely: Work was fun today. LOL"
X Link 2026-02-13T03:53Z [----] followers, [--] engagements
"QSE-5 is already a commercial product $QS will continuously be iterating and improving the stats of the cells similar to how lithium-ion cells have also improved overtime The key difference here is that li-ion cells are at the end of their S curve while $QS battery's bottom of S curve is already better than li-ion's top of S curve https://twitter.com/i/web/status/2022434996099989520 https://twitter.com/i/web/status/2022434996099989520"
X Link 2026-02-13T22:17Z [----] followers, [---] engagements
"$ASTS: The @AST_SpaceMobile subreddit FAQ is now freshly updated with new information. + Key DD links and resources + Valuation calculators + Launch providers + What's stopping Elon from refusing to launch AST's BlueBird satellites + How many satellites are needed for coverage + AST keeps missing their guidance for satellite launches. What is going on here How do we trust them moving forward + What are AST's plans with Block [--] Block [--] and Block [--] satellites and how does that relate to spectrum usage + Do AST satellites support 4G LTE 5G 6G 7G etc. + When will ASTS get regulatory clearance"
X Link 2026-01-24T09:52Z [----] followers, 11.2K engagements
"@wakanda_1207 @ashleybezamat @JordanSack_ Not really. I didn't sell my $ASTX or short-dated calls today. I just mean he literally could be right"
X Link 2026-02-03T23:54Z [----] followers, [---] engagements
"@theinformation Dumb. Just use @QuantumScapeCos technology. Their QSE-5 batteries offer over [----] charge cycles"
X Link 2026-02-15T20:56Z [----] followers, [---] engagements
"$ASTS: AST just shipped BB7 to Cape Canaveral. Who are they launching with SpaceX Blue Origin ULA SpaceX Blue Origin ULA"
X Link 2025-12-21T19:58Z [----] followers, 13.1K engagements
"$ASTS $GOOG: @Google knows what they own. π€ $GOOG 13F Q4 [----] Top positions: 1) AST SpaceMobile $ASTS 2) Planet Labs PBC $PL 3) Revolution Medicines $RVMD 4) Arm Holdings $ARM 5) Freshworks $FRSH 6) UiPath $PATH 7) GitLab $GTLB 8) Tempus AI $TEM No major changes in Q4 https://t.co/aToYSQMBMe $GOOG 13F Q4 [----] Top positions: 1) AST SpaceMobile $ASTS 2) Planet Labs PBC $PL 3) Revolution Medicines $RVMD 4) Arm Holdings $ARM 5) Freshworks $FRSH 6) UiPath $PATH 7) GitLab $GTLB 8) Tempus AI $TEM No major changes in Q4 https://t.co/aToYSQMBMe"
X Link 2026-02-13T18:32Z [----] followers, [----] engagements
"@DWDInvesting @theinformation @QuantumScapeCo They certainly have the distance. The energy density of QSE-5 surpasses the best lithium ion batteries today at well over Wh/L"
X Link 2026-02-15T23:52Z [----] followers, [--] engagements
"$QS: Two videos in this link. 1) Generic promotional video about QS battery tech 2) Actual footage of the Eagle Line in action https://electrek.co/2026/02/05/quantumscape-inaugurates-eagle-line-pilot-solid-state-battery-production/ @QuantumScapeCo $QS just found this article related to Eagle Line event including a new promotional video https://t.co/AcEo0p9QQh https://electrek.co/2026/02/05/quantumscape-inaugurates-eagle-line-pilot-solid-state-battery-production/ @QuantumScapeCo $QS just found this article related to Eagle Line event including a new promotional video https://t.co/AcEo0p9QQh"
X Link 2026-02-05T18:58Z [----] followers, [----] engagements
"RT @The_SPACTATOR: $ASTS: AT&T CEO John Stankey on Squawk Box discussing their partnership with AST Spacemobile and future satellite connec"
X Link 2026-02-13T15:55Z [----] followers, [--] engagements
"$ASTS $AAPL $GSAT: π¨APPLE IS WORKING WITH AST SPACEMOBILE TO TEST SUPPLEMENTARY COVERAGE FROM SPACE ON IPHONES π¨ iPhone [--] series testing with the FCC for $ASTS SCS/MSS compliance π¨ Under SCS regulations existing devices can connect to NTN via waiver. New devices needs to test for compliance. A swedish Cat went looking in the archives. π§ π CatSE: My iphone is tested for AST 1/ https://t.co/h0EkiKnvCd π¨ iPhone [--] series testing with the FCC for $ASTS SCS/MSS compliance π¨ Under SCS regulations existing devices can connect to NTN via waiver. New devices needs to test for compliance. A"
X Link 2026-02-04T21:30Z [----] followers, 26.5K engagements
"$ASTS: @AST_SpaceMobile will fix this. https://www.reddit.com/r/Starlink/comments/1qgnylo/ask_and_you_shall_receive/ https://www.reddit.com/r/Starlink/comments/1qgnylo/ask_and_you_shall_receive/"
X Link 2026-01-19T03:00Z [----] followers, 14.7K engagements
"$ASTS: AST segment starts at around 23:48. Huge shoutout to @2degreesmobile for their consistent support of @AST_SpaceMobile in various interviews blogs/articles and on LinkedIn π€ There isn't anything in there that the SpaceMob doesn't already know but one nugget is that at 25:25 the 2degrees CTO talks about stacking up to [--] BBs on a New Glenn after discussing the upcoming BB7 NG3 launch being a single payload. So he isn't talking about NG3 having up to [--] BBs but perhaps does he know about an upcoming NG mission that might have [--] BBs He could have misspoke from confusing this with the plan"
X Link 2026-02-04T18:44Z [----] followers, 13.5K engagements
"$QS: @QuantumScapeCo CEO Siva Sivaram regarding the Eagle Line Inauguration Event: Last week we celebrated a defining moment in QuantumScape's journey the inauguration of our highly automated Eagle pilot production line. The Eagle Line brings together our groundbreaking Cobra separator process with highly automated cell production capabilities. It's the blueprint that will enable our licensing partners to manufacture our solid-state battery technology at gigawatt-hour scale in their own facilities. Thank you to our automotive customers ecosystem partners local leaders and other stakeholders"
X Link 2026-02-10T02:53Z [----] followers, 15.4K engagements
"$QS: @DigatronPower confirms @QuantumScapeCo has transitioned from breakthrough innovation to scalable product-focused manufacturing. π€ https://www.linkedin.com/posts/digatron-systems_quantumscape-eagle-line-inauguration-highlights-activity-7427021581823963137-Y5HNutm_source=share&utm_medium=member_desktop&rcm=ACoAABI5dsAB0b1n5OCgC6WQObA0an0v95E4bwo https://www.linkedin.com/posts/digatron-systems_quantumscape-eagle-line-inauguration-highlights-activity-7427021581823963137-Y5HNutm_source=share&utm_medium=member_desktop&rcm=ACoAABI5dsAB0b1n5OCgC6WQObA0an0v95E4bwo"
X Link 2026-02-11T04:43Z [----] followers, 20.4K engagements
"$ASTS: Seeing a lot of complaints about the company raising more money despite being fully funded. Key reminder: The fully funded is for the build and launch of [---] satellites. The new raise allows @AST_SpaceMobile to be flexible to pursue other opportunities such as for example: - If an opportunity comes up to buy out Iridium or other spectrum this raise puts AST in a better spot to do so - Maybe a @Google or @blueorigin approached AST to build data center satellites to offer as a service - Maybe its to set up a separate manufacturing facility earlier than anticipated for dedicated"
X Link 2026-02-12T06:26Z [----] followers, 18.8K engagements
"@TMobile @ATT Hey why cant T-Satellite browse the web or use FaceTime The future of mobile broadband from space anywhere you go with SpaceMobile Our space-based cellular broadband network powered by the largest (2400 sq ft) and most advanced commercial phased arrays ever deployed in low Earth orbit. They will be capable of tuning in across [----] https://t.co/8qOaUXeJfj The future of mobile broadband from space anywhere you go with SpaceMobile Our space-based cellular broadband network powered by the largest (2400 sq ft) and most advanced commercial phased arrays ever deployed in low Earth"
X Link 2026-02-13T00:01Z [----] followers, [----] engagements
"@kanuri15 @chan2pa Nope -- $QS specs have been validated by PowerCo/Volkswagen And samples have been sent to OEM customers leading to the signing of two more JDAs"
X Link 2026-02-13T20:07Z [----] followers, [---] engagements
"At least BB7 by the end of March Possibly BB8 to BB10 and/or BB11 to [--] (two batches of [--] satellites each). Unfolding should be much faster -- compare BW3's [--] months period to unfold versus BB1 through [--] which took [--] to [--] weeks for first and last unfold post-launch. BB6 is like the BW3 in this analogy https://twitter.com/i/web/status/2023215917807919374 https://twitter.com/i/web/status/2023215917807919374"
X Link 2026-02-16T02:00Z [----] followers, [--] engagements
"@C1_dF9432 Eh I don't think the 'market' is showing concern thus share price $100 But yeah we need to see an update sooner rather than later before the concerns catch up with the price"
X Link 2026-02-02T21:24Z [----] followers, [---] engagements
"@JimCollera51604 I expect a batch update before March [--] the date of the Q4 [----] earnings call"
X Link 2026-02-02T23:44Z [----] followers, [---] engagements
"@SpaceX @Starlink @grok Does this ground ALL Falcon [--] missions"
X Link 2026-02-03T09:11Z [----] followers, [----] engagements
"@LeoSat248 @SpaceX @Starlink @grok @thekookreport @CatSE___ApeX___ Probably a quick turnaround. Its SpaceX. I wouldnt worry about it"
X Link 2026-02-03T15:27Z [----] followers, [--] engagements
"That's not true. AST is not "redesigning their satellites". Where did you hear that They are literally about to launch their next one in Feb/March with Blue Origin. And the first batches should be shipping any day now as well. AST is on track to launch [--] to [--] Block [--] satellites this year. https://twitter.com/i/web/status/2018751343230660977 https://twitter.com/i/web/status/2018751343230660977"
X Link 2026-02-03T18:20Z [----] followers, [--] engagements
"The first one took longer than expected but now it's done and the multi launch campaign has kicked off. The next ones will get exponentially faster. For example BB6 took [--] months to build and BB7 took [--] months. This is normal for manufacturing of something brand new. The next shipment update will be one or two batches of [--] satellites per batch. https://twitter.com/i/web/status/2018753829739856080 https://twitter.com/i/web/status/2018753829739856080"
X Link 2026-02-03T18:29Z [----] followers, [--] engagements
"@ASTS_Investors [---] Elon buying a stake"
X Link 2026-02-03T21:03Z [----] followers, [----] engagements
"@diegomintz10 @JeffBezos @blueorigin @AST_SpaceMobile My post was suggesting Bezos / BO take a minority stake of just 5% on the open market (or perhaps they can do convertible note). This would not result in taking AST private"
X Link 2026-02-03T23:22Z [----] followers, [---] engagements
"@drunkonrumraisn @jonathan1328531 @Telstra @Starlink Few understand"
X Link 2026-02-04T02:53Z [----] followers, [--] engagements
"@MarioNawfal @Apple @SpaceX The rumoured satellite features for the iPhone [--] Pro include natural usage that works indoors. This is not Starlink"
X Link 2026-02-04T12:09Z [----] followers, [----] engagements
"This one is gonna get SWAMPED with comments FCC: SPACE BUREAU ACCEPTS FOR FILING SPACEXS APPLICATION FOR ORBITAL DATA CENTERS FCC: SPACE BUREAU ACCEPTS FOR FILING SPACEXS APPLICATION FOR ORBITAL DATA CENTERS"
X Link 2026-02-04T20:01Z [----] followers, [----] engagements
"@CarolynGorman11 We don't know yet Some time after the first [--] Block 2s"
X Link 2026-02-04T22:17Z [----] followers, [--] engagements
"@5ingularitea I think I did that last year. It's not so secret anymore"
X Link 2026-02-04T22:28Z [----] followers, [---] engagements
"@CatSE___ApeX___ @PCMag @Michael_Kan I have a story for you here. It looks like Apple is working with AST to conduct SCS testing for iPhones. I haven't seen any media break this news yet. Would be a great piece with all the hype lately about the latest rumourmill of SpaceX + Apple"
X Link 2026-02-04T23:31Z [----] followers, [---] engagements
"@PCMag Its so sad really. @SpaceX is the most advanced in their sector so they have the option to be a real leader and role model in their industry. Instead they choose to be a bully and resort to immature language in @FCC filings"
X Link 2026-02-04T23:57Z [----] followers, [----] engagements
"@endless_frank @PCMag @SpaceX @FCC π―"
X Link 2026-02-05T00:08Z [----] followers, [---] engagements
"@Brookside578298 @PCMag @SpaceX @FCC Therefore the request for extension"
X Link 2026-02-05T00:09Z [----] followers, [---] engagements
"@spacanpanman @Globalstar's cooked"
X Link 2026-02-05T01:01Z [----] followers, [----] engagements
"@PistolasVa76297 @spacanpanman There is currently no consumer beta test ongoing with AST SpaceMobile. Are you sure you didnt use GlobalStar"
X Link 2026-02-05T01:51Z [----] followers, [---] engagements
"@BrendanCarrFCC What about orbital debris management and mitigation Also pollution from significant de-orbiting and also from sheer number of launches required to launch the constellation and then also replace"
X Link 2026-02-05T02:26Z [----] followers, [---] engagements
"@WSJ In classic @SpaceX fashion its rules for thee but not for me. Right after criticizing @Amazonleo for asking for special treatment SpaceX asks for special treatment. Amazon has requested more time to launch [----] satellites. In a new FCC filing SpaceX argues Amazon is trying to get 'special treatment.' https://t.co/ynT1zGbiXx Amazon has requested more time to launch [----] satellites. In a new FCC filing SpaceX argues Amazon is trying to get 'special treatment.' https://t.co/ynT1zGbiXx"
X Link 2026-02-05T02:31Z [----] followers, [----] engagements
"@5xSuitor March 2027"
X Link 2026-02-05T03:34Z [----] followers, [---] engagements
"@jimtronics1970 @KUEHCK1 @spacanpanman @CatSE___ApeX___ @thekookreport @kingtutcap @sherri0822 @ngjesalex @pluggingaway @medet_tt @Nicks_picsSoCal @rgash11 @gllYEocVqGG4444 @gameofphonez @Michael97670912 @PGuetta88 They are expected to post [--] to 75M revenue total from 2H [----]. With 15M revenue in Q3 that means 35M to 60M in Q4 [----] all with only five Block [--] satellites"
X Link 2026-02-05T07:21Z [----] followers, [---] engagements
"@C1_dF9432 @kingaj408 @Honda @Ford @panasonic @Tesla I saw a Reddit comment last night that speculated maybe QS has an agreement with PowerCo that no other OEMs can promote their work with QS until a certain milestone achieved by PowerCo"
X Link 2026-02-05T16:45Z [----] followers, [---] engagements
"@elonmusk @mark_k @Starlink @SpaceX Is that because you call them "AI edge nodes" instead of phones"
X Link 2026-02-05T19:15Z [----] followers, [----] engagements
"@KUEHCK1 @thekookreport @spacanpanman @CatSE___ApeX___ @kingtutcap @sherri0822 @ngjesalex @pluggingaway @_revete @medet_tt @PGuetta88 @gllYEocVqGG4444 @rgash11 @silkysailorrr @TangriGagan @dixonhill432305 This is the hopium that I needed π"
X Link 2026-02-06T03:25Z [----] followers, [---] engagements
"The D2D market is more than big enough for both Starlink and AST to succeed. Each currently has their own advantage. Starlink has the speed to market with a rushed product but rushed product is better than no product. Think Lynk or Globalstar but spammed across the sky. AST has the first principles engineering seamless user experience and core network integration. Both are trying to catch up with the other in where they lack. https://twitter.com/i/web/status/2019657807759593693 https://twitter.com/i/web/status/2019657807759593693"
X Link 2026-02-06T06:21Z [----] followers, [--] engagements
"@spacanpanman That means $IRDM gets bought out soon for a nice premium since @CathieDWood / @ARKInvest $ARKX doesnt know what theyre doing as evidenced by the complete lack of an investment in $ASTS in an innovative space ETF"
X Link 2025-11-20T03:11Z [----] followers, [----] engagements
"$ASTS $ARKX: @skorusARK of @ARKInvest reveals how out of touch they are in the D2D space at 6:00 of this "Rockets Research" video. The Ark "researcher" projects that 8B cellphone users will pay $0.50 per month for Starlink Direct-to-Cell for a $48B opportunity implying that Starlink takes 100% market share and completely ignores the existence of @AST_SpaceMobile who owns two-thirds of the US market share alone. π€¦β How are reusable rockets reshaping space economics @skorusARK gives a year-end update on our "Big Ideas 2025"research from SpaceXs 10-year lead in reuse to a potential $130B annual"
X Link 2025-11-21T20:39Z [----] followers, 13.3K engagements
"@Michael97670912 @CathieDWood I thought it was a new fund too but I think its just an $ARKX ad ()"
X Link 2025-12-04T02:27Z [----] followers, [---] engagements
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