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@AlexfromBabylon Avatar @AlexfromBabylon Alexander

Alexander posts on X about $asts, $rklb, spacex, $iren the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% celebrities XXXXX% technology brands XXX% cryptocurrencies XXXX% automotive brands XXXX% exchanges XXXX% currencies XXXX% countries XXXX%

Social topic influence $asts #45, $rklb #124, spacex #133, $iren #23, ipo #609, ast #186, $nbis #123, microsoft #1884, elon musk #2600, future XXXX%

Top accounts mentioned or mentioned by @jiahanjimliu @juliusreynolds @tryptotran @markosaaig @freespeech1017 @starlink @elonmusk @spacex @tebbsmichael @um87777 @dwdinvesting @roadtoautonomy @humainaithe @drtomslens @mvcinvesting @grok @hypertechinvest @aarontburnett @realmattmoney @jacobkeeton20

Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB) IREN Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Microsoft Corp. (MSFT) Planet Labs PBC (PL) BlackSky Technology Inc. (BKSY) Auroracoin (AUR) Redwire Corporation (RDW) Viasat Inc (VSAT) Lockheed Martin Corporation (LMT) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Moeda Loyalty Points (MDA) Globalstar, Inc. (GSAT)

Top Social Posts

Top posts by engagements in the last XX hours

"$RKLB Big update for Rocket Lab's future business prospects. Future apparantly secured until Tranche X and Transport layer seems atleast partially back on the menu. Since the majority of Rocket Lab current business is essentially being a government contractor this has major implications meaning the SDA runway could be sustained until somewhere in the next decade"
X Link 2025-12-08T08:12Z 6635 followers, 14.9K engagements

"$RKLB There are multiple of these GPT accounts in the Rocket Lab community with a relatively large following. Be careful copy pasting GPTs is not the same as doing the real work in understanding the industry. In this case the GPT completely wrongly misjudged my post or the author gamed the GPT with question framing. The nuance in my post was completely lost in translation. This discussion is not a zero or one but was meant to add more depth to a discussion in the community"
X Link 2025-12-08T23:56Z 6635 followers, 8582 engagements

"$RKLB $ASTS If SpaceX will IPO in 2026 things will get crazy for these two space companies"
X Link 2025-12-09T21:28Z 6635 followers, 7206 engagements

"$RKLB In light of all the developments since my infamous sell I have build out a XX% position again partly at the expense of my $IREN / $NBIS combo. Initially on the smaller side but accelerated past two weeks into the percentage above. Two important questions is why sell and then why buy back. When I sold in 2024 I saw four main problems: There was no killer space app they could pursue but that has now arrived in the medium term with space based datacenters They focused heavily on commercial space projects but I rightly feared most of their customer base would get disrupted by Starlink"
X Link 2025-12-10T00:58Z 6635 followers, 4802 engagements

"$IREN Let me share some thoughts: First of all as being a space investor for multiple years and following the industry in depth I can confidently say this wont effect IREN for the next XX year plus+ so irrelevant for your investment today. Physically it is entirely possible to space based datacenters since most of the technology enablers are maturing or close to maturing. Besides SpaceX Blue Origin and Rocket Lab sent stuff to Mars and the Moon this is harder then inserting GPUs in satellites and solving the cooling and heating. The industry brightest are close to figuring it out. As a rule"
X Link 2025-12-10T20:15Z 6635 followers, 27.8K engagements

"$ASTS BREAKING: AST SPACEMOBILE SIGNS XX YEAR STRATEGIC PARTNERSHIP WITH SAUDI TELECOM COMPANY FOR A MINIMAL CONTRACT VALUE OF ATLEAST XXX BILLION BUT LIKELY HIGHER. How did I arrive at the figure Saudi exchange rules require disclosure for contracts that exceed X% of STC revenues as per audited financial statements 2024. Revenue per audited financial statements for 2024 is 202B USD meaning STC expects atleast XXX billion of revenue from this relationship over the next XX years. In addition is also states: The final value is not fixed and depends on the volume of transactions where stc will"
X Link 2025-10-29T13:31Z 6625 followers, 6080 engagements

"$VSAT Enterprise customer count is currently dropping on a daily basis. The disruption is real. Free fall imminent over the next X years"
X Link 2025-11-14T15:19Z 6622 followers, 1744 engagements

"$NIBS $IREN XX% of the FinX neocloud content is a comparison between IREN and Nebius while in the real world they barely compete. I attribute a large part of this confusion to the term Neocloud which is a general description for in a reality specialized fragmented market. In reality Nebius is primarly competing with for enterprise workloads: Hyperscalers Databricks FireworksAI TogetherAI Fluidstack IREN is primarly competing with for providing bare metal services to hyperscalers / AI Labs / Platform aggregators mentioned above: Coreweave Crusoe Nscale What makes this more vague is that"
X Link 2025-11-26T15:49Z 6623 followers, 29.8K engagements

"$RKLB Per Reuters sources the winners for SBI grants are Northrop Grumman True Anomaly Lockheed Martin Anduril"
X Link 2025-11-27T00:42Z 6625 followers, 22.7K engagements

"$RKLB $ASTS It's important to keep things factual without being over emotional because your entire net worth is a single asset. Per Adam Spice Neutron costs roughly $XX million per launch at scale for 13000 kg reusable that roughly $2150 per kg. Launching as external customer on NG is $XX million per 45000 kg that is roughly $1510 per kg. So on a KG basis as a megaconstellation customer you don't need to own an MLV if a HLV is available at scale. But let's evaluate on a per satellite basis for AST since we are not launching kilograms but full satellites. At scale on NG base configuration AST"
X Link 2025-11-30T15:00Z 6618 followers, 44.5K engagements

"$IREN For everyone looking to enter into position today was a good day. Even if you are not a fully convinced bull on the hyperscaler for hyperscaler narrative this will offer an attractive setup on SW1 colocation XXX deal which will be announced before April 2026. Key to point out that management never misses a deadline"
X Link 2025-12-02T23:36Z 6621 followers, 8328 engagements

"@jiahanjimliu $AUR is very interesting but I am out of cash to deploy"
X Link 2025-12-03T07:57Z 6620 followers, XXX engagements

"$RKLB I think the chances are high Rocket Lab will partner with hyperscaler(s) to built space based datacenters and become the IREN of the space industry. Even if you assume Tesla will leverage SpaceX Amazon will leverage its internal Kuiper division and even if you stretch it saying Google will use its portfolio companies (Planet/AST etc.) Then there is still Microsoft Meta Oracle OpenAI and others who will need cheap space based infrastructure to run orbital compute. This is probably the largest space application opportunity I have seen so far for Rocket Lab in 5-10years+ and they are"
X Link 2025-12-04T11:58Z 6620 followers, 26.6K engagements

"@RealMattMoney Fair point Matt that will be important especially for early builds. Long term I expect a hybrid but demand will explode for SolAero regardless"
X Link 2025-12-07T20:44Z 6602 followers, XXX engagements

"$ASTS BREAKING: Sunday released draft NDAA 2026 DOD bill confirms that for acquisition and operation of space systems for warfighting and control they will also leverage commercial space systems if such systems are under the direction of a member of the armed forces (Space Force) In this case the key term is "under the direction" which is not further defined in this draft but one can make a reasonable interpretation in that the commercial system doesnt have to be owned build or launched by the military but when the military uses it for space warfighting and control a military commander (not a"
X Link 2025-12-08T12:15Z 6617 followers, 10.6K engagements

"@FREESPEECH1017 @Megaconstellati @Starlink @elonmusk @SpaceX Lol this is a delusional take🤣 Proximus is a small national carrier in the EU and small services now does not replace the fact the entire band was close to unutilized past XX years. This does not even factor in the Elon nazi comments 🤣🤣🤣🤣🤣🤣"
X Link 2025-12-08T18:51Z 6602 followers, XX engagements

"I am not even going to start arguing with you because your reading skills are at the level of a X year old. What you got completely wrong is that I never said ot is zero or one but that the future is hybrid but that as percentage of buildout the silicons will win terrain over time. Completely different then your GPT take. Did ypu even read in the correct info in Gemini"
X Link 2025-12-09T07:53Z 6621 followers, XXX engagements

"@RogerEntner @Starlink @elonmusk @AST_SpaceMobile @Amazonleo This is joke right You are mixing up fixed broadband and direct X device"
X Link 2025-12-10T19:41Z 6622 followers, XX engagements

"$RKLB $MDA This was one of the reasons I lost interest in the commercial satellites building business. The customers for those offerings are as we speak being disrupted by vertically integrated builders like AST and SpaceX. That was quite predictable for quite some time now. Rocket Lab made a smart strategic pivot by doubling down on the US GOV business with the acquisitions. I think Rocket Labs model works best there. In retrospect they were quite lucky to lose those commercial constellations bids to MDA. That will be an uncertain business going forward but still a bummer that they missed"
X Link 2025-10-31T16:12Z 6626 followers, 11.9K engagements

"$RKLB I love the Rocket Lab community but XX% of the posts are Rocket Lab is awesome SPB is a god we go to the moon etc. What I would like is more thoughtful value adding contributions so let me add one: Rocket Lab's gross margins for space systems are 37%. York space systems is a big competitor for SDA work in the Transport Layer recently filed an S1 for an IPO but that gave an insight into their financials which is primarly built on 4+ SDA awards. These guys are sporting a XX% gross margin versus XX% for Rocket Lab. This means Rocket Lab has roughly double the GM compared to York competing"
X Link 2025-11-28T14:00Z 6626 followers, 26K engagements

"$NBIS $IREN I think Agrippa is the most well researched analyst on the IREN x Microsoft deal and probably has a better understanding of these deals then a lot of people on X including myself. So I think even as a Nebius investor this is a good read and a lot of reasonable criticism on Nebius management are included. There is also a healthy dosis of frustation from IREN bulls on Nebius because they don't disclose their deal terms. By not doing this the market cannot really effectively evaluate how good of a deal IREN made. (personally I think it was really good and probably on par with Nebius)"
X Link 2025-12-01T11:18Z 6624 followers, 35.8K engagements

"$ASTS Love the company but at this point in time its completely fair to discount their set goals going forward. So I expect BB6 launched in December BB7 in Februari and F9 in March. Then probably six on NG in April/May. Even if they pull the above of that's still XX birds in space by end of May 2026. It's on the one hand important to keep it real but also keep in mind that if the above plays out we are really going in the right direction at the same time"
X Link 2025-12-02T08:33Z 6633 followers, 21.1K engagements

"$ASTS So many people on X are in first stage denial about the medium term implications of New Glenn at scale and how AST stands to benefit. So let's recap what happened: Jeff spent $10B of his own funds developing the second most advanced launch vehicle in the world after Starship with a base and super heavy configuration. After years of delays and now new leadership New Glenn made splash entrance with two succesful launches and a clean re-entry in 2025 and a significant ramp going forward based on a very hardware rich production schedule. AST was the first commercial company after Amazon to"
X Link 2025-12-02T12:37Z 6633 followers, 12.7K engagements

"@ValueInIdeas I think it turned out that Rocket Lab and SpaceX received all the attention but BO was clearly cooking something in the corner"
X Link 2025-12-02T12:49Z 6625 followers, XXX engagements

"$NBIS Nebius VP of IR during the UBS Global Tech & AI conference basically gave guidance that for the Microsoft and Meta deals they expect the total deal value to be in the XX% to XX% EBIT margin range. Interestingly this basically goes directly against FinX who is convinced these are very low margin deals. Time will tell who is right and who is wrong. So far it seems the instutitions believe the story considering the stock price held up relatively well over the past weeks compared to other HPC plays. Apparantly the colocation fee is not a bottleneck to achieve these margins. Interesting"
X Link 2025-12-05T09:24Z 6633 followers, 13.1K engagements

"$ASTS Bears are still convinced that Echostar / SpaceX are going to retain S-band rights in EU 🤣"
X Link 2025-12-06T16:42Z 6629 followers, 9516 engagements

"$ASTS HE JUST SAID IT VERY CLEARLY: WE WILL BE INVOLVED IN GOLDEN DOME OVERTIME - Scott Wisniewski (Fireside chat at UBS Global Media and Communication conference)"
X Link 2025-12-09T01:25Z 6631 followers, 15.9K engagements

"$ASTS Must watch in why I think AST and Starlink have an unfair advantage by using their direct to cell stack and potentially combining that with space based datacenters. Brilliant take from @GavinSBaker"
X Link 2025-12-10T01:30Z 6635 followers, 5483 engagements

"@jiahanjimliu X. Never disputed that just clarified my thinking. This will mainly be for rural. X. This is simply how Elon plays. Costs will go down when full reusable aarives. X. Grok this you are wrong. Redudant coms will be required even by regulators"
X Link 2025-12-10T21:23Z 6635 followers, XXX engagements

"$ASTS The Northern European market is largely controlled by Telenor and Telia. Expect both to sign up with Satco. Telenor has XXXXX million mobile subs also covering now uncovered Asian markets like Thailand Pakistan Bangladesh etc. Telia has north of XX million mobile subs. From Telenor we know they announced a procurement partnership with Vodafone. It's not hard to see where this will lead too. Below a printscreen of what Telia said in its 2024 annual report. Maintain strategic control of assets leveraging partners = AST Spacemobile Satco venture. Exciting times ahead for Satco"
X Link 2025-11-29T16:01Z 6635 followers, 8568 engagements

"$ASTS $RKLB Wait. Did Elon just confirm SpaceX will IPO"
X Link 2025-12-10T23:55Z 6635 followers, 4406 engagements

"$AUR Aspiring Aurora competitor Plus an AI-Based Virtual Driver Software Company Powering Factory-Built Autonomous Trucks plans to Go Public via Merger with Churchill Capital Corp IX at a 12B valuation. OEM partners are Traton Iveco and Hyundai. Plus AI is a pure software play on autonomous driving and partners for long range Lidar with Aeva instead of inhouse development. Hardware sales and servicing is done via dealership not via a hardware as a service partnership like Aurora has with Continental"
X Link 2025-08-03T16:05Z 6635 followers, 3818 engagements

"@um87777 They missed commercial satcom. This is the next big thing and they are well positioned"
X Link 2025-12-10T17:36Z 6635 followers, 8542 engagements

"$ASTS This is a very SpaceX biased partly misinformed article from a telco consultant who did not do his homework on the technical side of things. I do think this is worth sharing because at the same time I think Roger did nail the strategic and political implications that strongly favor AST Spacemobile (and Kuiper) both on the MNO and government side. Where Roger takes the wrong turn is on the technical side of things: X. He cannot make a distinction between direct to device and fixed broadband X. Mixes up a deployment advantage with having a technical advantage. In reality technology wise"
X Link 2025-12-12T11:01Z 6635 followers, 5136 engagements