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@AlexfromBabylon Avatar @AlexfromBabylon Alexander

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

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Social category influence stocks #4374 finance #5152 cryptocurrencies XXX% countries XXX% technology brands XXX% automotive brands XXX%

Social topic influence $asts #22, $iren #38, adoption #84, united states 0.8%, canada #713, $85175gb #1, $105250gb #1, ast #39, $aur 0.8%, $875m XXX%

Top accounts mentioned or mentioned by @stanfr31 @tryptotran @daveginvesting @hamids @jacobkeeton20 @jiahanjimliu @timx94 @rklbman @philliplyle410 @spacanpanman @dantmt @vladsaigau @frobessss @astspacemobile @abelavellan @jeffbezos @franciscospace @krulu0710 @um87777 @rindomperignon

Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) IREN Limited (IREN) Auroracoin (AUR) Bitcoin (BTC) CoreWeave, Inc. (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) BlackRock Inc (BLK)

Top Social Posts #

Top posts by engagements in the last XX hours

"$IREN Fantastic deal as bridge capital until Sweetwater will come energize in April 2026"
X Link @AlexfromBabylon 2025-10-14T21:01Z 6019 followers, 2932 engagements

"$ASTS $IREN When people thought you bought a bitcoin miner and an Iridium XXX research project but it turned out to be AWS XXX and Starlink XXX and the market is rerating the narrative as we speak"
X Link @AlexfromBabylon 2025-10-10T10:10Z 6018 followers, 11.8K engagements

"$ASTS Great update on the pricing but what is often forgotten in the US Echo chamber investing bubble is the sovereign angle. However this is EXTREMELY important for international adoption outside the United States especially in the second biggest western market which is Europe. People don't fully appreciate yet how big of an advantage this will be going forward. I can already envision AST's MNO's running commercials in Europe against Starlink backed MNO's about don't let Elon / US spy agencies get your data and with the Elon/US sentiment here this can be quite effective. "Kirby noted that"
X Link @AlexfromBabylon 2025-10-15T13:45Z 6017 followers, 1683 engagements

"$ASTS The coming decade (backend heavy) will create launch abudance at way lower prices then currently. First slowly then steadily and at the end at a crazy pace. 2026 has a lot of exciting action coming up for commercial launch. First off the F9 alternatives that will ensure more competitive pricing over time. Neutrons first launch New Glenn initial cadence scaling NG is currently the most economical vehicle for AST so keep an eye on that one. At the same time there is already a megatrend in a new trend which are fully reusable vehicles. Matured fully reusable vehicles when available at"
X Link @AlexfromBabylon 2025-09-17T00:43Z 6016 followers, 8419 engagements

"$IREN AST Spacemobile turned my into an expert of dilution and with confidence I can tell you this is a very good deal designed to be shareholder friendly with the capped call transaction. If you believe in management and the team the quality infrastructure including datacenter builds and power plus the FMV lease model then you know IREN is creating a cashflow machine not yet fully appreciated by the market. Now with the 2025 ATM closed and this convert which will raise 1.5B likely resulting in a cash position of 2B this puts rocket fuel into the flywheel. Every $ of dilution results into $10"
X Link @AlexfromBabylon 2025-10-08T10:04Z 6007 followers, 17.2K engagements

"@VladSaigau Vlad where is my D2D model"
X Link @AlexfromBabylon 2025-10-12T17:31Z 6004 followers, XXX engagements

"$IREN This was unexpected 😉 Also love the name: Horizon. Thought I heard that somewhere before. That said mid sized AI labs are almost forced to do this in order to compete with large ai labs and hyperscalers. The largest Neocloud sites like Sweetwater will be signed up by hyperscalers which allows for superior cost of capital. Mid sized labs dont have access to that so they have to be creative. This is Poolsides play but which competitor is going to run their models on Pools datacenter Big longer term question for this model imo"
X Link @AlexfromBabylon 2025-10-15T15:14Z 6019 followers, 13.1K engagements

"@kingtutcap Like $ASTS soon or soon😜"
X Link @AlexfromBabylon 2025-10-07T22:31Z 6010 followers, XXX engagements

"$IREN $CRWV $NBIS The real fun part is that you don't even have to be an insider to understand this. The best analogy I can think off here is Formula X. CoreWeave is currently one or two laps ahead because it is entering the race earlier but it is running on worn tires with its aging Hopper fleet high interest rate capex and poor cashflow generation capability with masked by its X year depreciation cycle. The main current attractiviness is the 44B revenue backlog underwritten by hyperscalers but at the end of the day the Coreweave bare bones offering is the same as Nebius and Iren to a very"
X Link @AlexfromBabylon 2025-10-15T09:39Z 6019 followers, 37.3K engagements

"$ASTS Great update on the pricing but what is often forgotten in the US Echo chamber investing is the sovereign angle (especially by institutions and sellside). However this is EXTREMELY important for international adoption outside the United States especially in the second biggest western market which is Europe. People don't fully appreciate yet how big of an advantage this will be going forward. I can already envision AST's MNO's running commercials in Europe against Starlink backed MNO's about don't let Elon / US spy agencies get your data and with the Elon/US sentiment here this can be"
X Link @AlexfromBabylon 2025-10-15T14:21Z 6019 followers, 6718 engagements

"@5Gto6G @AST_SpaceMobile Shorts when Bluebirds fly over"
X Link @AlexfromBabylon 2025-10-12T13:03Z 5994 followers, XXX engagements

"$AUR Re-entered again with a starter position after both $IREN and $ASTS more then doubled or tripled from here while Aurora stayed flat. Contrary to bulls on X I do think some of the criticism from shorts is valid but remember this is a very dynamic space and via a starter position I want to keeps tabs on the progress. What has me concerned: Dependancy on OEMs for mass production and largely a disallignment of incentives between them. Aurora needs to go fast but OEMs are incentivized to wait and see. Volvo TAAS offering might be the salvator but hope is not a strategy and can have a"
X Link @AlexfromBabylon 2025-10-15T22:43Z 6019 followers, 4723 engagements

"@jiahanjimliu @MVanbrunsc47513 But what if the future is open source Then Nebius cloud will do way better"
X Link @AlexfromBabylon 2025-10-10T20:44Z 6004 followers, XXX engagements

"$ASTS In Europe AST has the Satco venture with Vodafone in a definitive agreement. In addition they have MOUs with Orange and Telefonica. Now Vodafone and Telenor announce a strategic procurement partnership. Telenor controls the keys to the Nordic market. If they manage to convert all into DAs then they will have significantly locked in the EU market (like the US) and then I can guarantee you XXX% they will get (a large part) of Echostars Europe S-band license. Exciting and interesting times ahead"
X Link @AlexfromBabylon 2025-10-01T20:40Z 6010 followers, 8581 engagements

"$ASTS Everyone in my feed talks about having an inhouse rocket is key. Nobody in my feed is talking about how AST outsmarted inhouse rocket companies like SpaceX Rocket Lab and others on the payload fairing. Its fair to say that Starship will reduce that advantage but interestingly its also fair to say when Starship opens for third party payloads this would allow AST Bluebirds to go on steroids. In the future launching on Starship will be more important then the question of owning your vehicle. If you can launch XX then 24x24 Bluebirds or 15x15 Bluebirds on New Glenn thats a huge difference."
X Link @AlexfromBabylon 2025-09-07T13:23Z 6013 followers, 23.1K engagements

"$IREN So Blackrock just paid 40B for a datacenter company with a 5GW in 2030 portfolio also reflecting a 40x revenue multiple. IREN has a 3GW portfolio with probably a north of 5GW development pipeline. There is definitely a case to be made that IREN after this runup is still significantly valued below MNAV based on this transaction and a XXX PEG from my earlier post"
X Link @AlexfromBabylon 2025-10-05T21:59Z 6017 followers, 85.4K 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 @AlexfromBabylon 2025-08-03T16:05Z 5992 followers, 3796 engagements

"@RHouseResearch Lets revisit this post end of 2026. Aging Hopper fleet worst in class depreciation accounting poor management. Just brcause they started first does not mean they will finish first. Watch and learn"
X Link @AlexfromBabylon 2025-10-14T21:49Z 6018 followers, 4404 engagements

"$IREN Stock is completely overvalued right Oh sh*t wait"
X Link @AlexfromBabylon 2025-10-05T21:13Z 5994 followers, 40.2K engagements

"$ASTS Ironically all major space companies are primarly focused on the keys to space and thats the reason AST does not have to. All AST has to do is build a way more valuable product based on first principles built on the rails laid out by the rocket companies. The rocket companies who have scathered resources and legacy tech are all over the place have a hard time competing. What was first a risky bet is slowly turning into a super power Its an unfair advantage"
X Link @AlexfromBabylon 2025-10-13T19:25Z 6018 followers, 4918 engagements