# ![@AlexfromBabylon Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1709523382461411329.png) @AlexfromBabylon Alexander

Alexander posts on X about $asts, in the, $rklb, spacex the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1709523382461411329/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1709523382461411329/c:line/m:interactions.svg)

- [--] Week [-------] +264%
- [--] Month [-------] +27%
- [--] Months [---------] +74%
- [--] Year [---------] +89%

### Mentions: [--] [#](/creator/twitter::1709523382461411329/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1709523382461411329/c:line/m:posts_active.svg)

- [--] Week [--] -31%
- [--] Month [---] +19%
- [--] Months [---] +92%
- [--] Year [---] +16%

### Followers: [-----] [#](/creator/twitter::1709523382461411329/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1709523382461411329/c:line/m:followers.svg)

- [--] Week [-----] +0.54%
- [--] Month [-----] +1.80%
- [--] Months [-----] +40%
- [--] Year [-----] +94%

### CreatorRank: [-------] [#](/creator/twitter::1709523382461411329/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1709523382461411329/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  30.25% [stocks](/list/stocks)  30.25% [technology brands](/list/technology-brands)  25.21% [countries](/list/countries)  5.88% [celebrities](/list/celebrities)  5.04% [cryptocurrencies](/list/cryptocurrencies)  5.04% [automotive brands](/list/automotive-brands)  1.68% [events](/list/events)  #637 [exchanges](/list/exchanges)  1.68% [nfts](/list/nfts)  0.84%

**Social topic influence**
[$asts](/topic/$asts) #89, [in the](/topic/in-the) 21.01%, [$rklb](/topic/$rklb) 18.49%, [spacex](/topic/spacex) 15.97%, [$iren](/topic/$iren) 14.29%, [$nbis](/topic/$nbis) #74, [company](/topic/company) 10.92%, [ai](/topic/ai) 9.24%, [business](/topic/business) 8.4%, [if you](/topic/if-you) 5.88%

**Top accounts mentioned or mentioned by**
[@catseapex](/creator/undefined) [@werichyetbois](/creator/undefined) [@philliplyle410](/creator/undefined) [@spacex](/creator/undefined) [@hypergrowth102](/creator/undefined) [@skipperswe7980](/creator/undefined) [@jkeynesalpha](/creator/undefined) [@palmerluckey](/creator/undefined) [@timx94](/creator/undefined) [@tryptotran](/creator/undefined) [@asts_legallymad](/creator/undefined) [@theronnievshow](/creator/undefined) [@nextbigfuture](/creator/undefined) [@mikealfred](/creator/undefined) [@apple](/creator/undefined) [@globalstars](/creator/undefined) [@starlink](/creator/undefined) [@elonmusk](/creator/undefined) [@moninvestor](/creator/undefined) [@edgeofpower](/creator/undefined)

**Top assets mentioned**
[AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Auroracoin (AUR)](/topic/$aur) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [The Humanoids (thehumanoids)](/topic/the-humanoids) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Unfortunately communism has found its way to my country. Unrealized gains tax + highest tax rate in Europe on investments at 36%. Fortunate enough to be able to start a Dutch equivalent of LLC and evade this (this tax is on personal level not company level) but our government is on the brink of wiping out the middle class in my country. Let alone all employees at companies like Nebius and ASML now need to pay 36% unrealized gains on their investments from [----] onwards together with one of the highest income tax rates in Europe this will make the country less competitive going forward. Fun"  
[X Link](https://x.com/AlexfromBabylon/status/2021922806288506972)  2026-02-12T12:22Z [----] followers, 112.6K engagements


"$NBIS Nebius is doing an Elon type speedrun and that makes some people uncomfortable. You need to believe the story for the financials to work out. Thats also why where the alpha is. Thoughts on $NBIS They reported about $30m in profit which exists because of a roughly $600m revaluation gain. Strip that out and the business would have lost about $570m. Operating expenses for the year were about $1.1b up 130%. Depreciation alone was roughly $400m up more https://t.co/TWs7vWcdBB Thoughts on $NBIS They reported about $30m in profit which exists because of a roughly $600m revaluation gain. Strip"  
[X Link](https://x.com/AlexfromBabylon/status/2022001564064657724)  2026-02-12T17:35Z [----] followers, [----] engagements


"$ASTS $SPCX Not seen anyone post this but these are direct quotes from Deutsche Telekom Q3 earnings call held on [--] November [----]. The most important quote is that Deutsche Telekom said they are very interested to further collaborate with Starlink in Europe which I think is a deviation from the [----] language. Also confirmed Gen [--] satellites with Echostar spectrum will not be deployed for 28/29 and als some small tidbits but feel free to read the quotes below. Also highlighted Echostar's spectrum is coming up for renewal in the EU. As I detailed before DT already is fighting with Viasat to"  
[X Link](https://x.com/AlexfromBabylon/status/2011052389235609906)  2026-01-13T12:27Z [----] followers, 43.7K engagements


"$ASTS The Nordics will be really happy when AST Spacemobile will win spectrum in [----] reallocation. Clearly the local Nordics regulators dont want their internet on Starlink US spy network. Expect Telenor and Talia to with with AST and I bet local regulators would love that. Sweden in no rush to roll out satellite direct-to-cell January [--] [----] "Even if coverage over Northern Europe can be resolved there is a risk that only one satellite operator will be able to offer more advanced D2D services in all of Northern Europe. This would mean a Sweden in no rush to roll out satellite direct-to-cell"  
[X Link](https://x.com/AlexfromBabylon/status/2013544963619934691)  2026-01-20T09:31Z [----] followers, [----] engagements


"@TheRonnieVShow I switched to Kodiak AI from MobilEye. Better prospects minus the humanoids"  
[X Link](https://x.com/AlexfromBabylon/status/2014330786837676400)  2026-01-22T13:34Z [----] followers, [---] engagements


"@nextbigfuture Deutsche Telekom (parent T-Mobile) expects those satellites in 2028/2029 but somehow we have to take it from a random X account that it will be 2026😂 That said zero worries about AST's ability to compete with Starlink"  
[X Link](https://x.com/AlexfromBabylon/status/2015742525462479296)  2026-01-26T11:04Z [----] followers, [----] engagements


"$KDK This is my favorite phase: Total ignorance by the market but vast assymetric upside. To be clear this is not a pump and dumb this can become a 100B company in [--] years. In reality Kodiak x Atlas is the first large scale autonomous trucking deployment in the United States. Atlas Energy is an oil and gas logistics provider which operates Kodiak Driver in the oil-rich Permian Basin of West Texas and Eastern New Mexico and has the goal to automate its entire supply chain with the conveyer belt and Kodiak. Here is the timeline of the relationship between Atlas and Kodiak (credit to mdew720"  
[X Link](https://x.com/AlexfromBabylon/status/2016186810787876973)  2026-01-27T16:29Z [----] followers, [----] engagements


"@mikealfred Not interested in $MBLY Especially since they acquired humanoid robots play Mentee"  
[X Link](https://x.com/AlexfromBabylon/status/2016654260436369568)  2026-01-28T23:26Z [----] followers, [----] engagements


"Which other company valued at 8B is also at the same crossroads Hint: The market hates it right now. Tesla's Q4 earnings call really felt like the start of a new era for the company. All-in on autonomy robotaxis and robotics. At this point the traditional vehicle sales business is really just a cash generation machine to help fund Tesla's other initiatives. Lots to look https://t.co/VZVuK0ApRM Tesla's Q4 earnings call really felt like the start of a new era for the company. All-in on autonomy robotaxis and robotics. At this point the traditional vehicle sales business is really just a cash"  
[X Link](https://x.com/AlexfromBabylon/status/2016814655360860618)  2026-01-29T10:04Z [----] followers, [----] engagements


"$MBLY Sentiment is at all time low with a flat guide for the legacy business but the sentiment is just a few quarters away from flipping into exciment around humanoid robotics & the Volkswagen autonomy deployment. For 7.8B market cap you get: Legacy business that did $1.894B of revenue in [----] with a conservative flattish guide of 5% for [----] while at the same time they have a revenue backlog of $24.5B over an [--] year period. That's 3B of run rate per year for the next years meaning a 50%+ revenue growth from here all the while transitioning to higher margin EyeQ product generations. This"  
[X Link](https://x.com/AlexfromBabylon/status/2016844859940687904)  2026-01-29T12:04Z [----] followers, [----] engagements


"$ASTS Great news for the space industry with SpaceX & xAI as pathfinders for space based datacenters at scale. I think MNOs also by now are getting a little scared of Elons scope😉 Bullish for AST Also for the chances of getting EU MSS spectrum in [----]. xAI and EU are no friends to put it lightly. SpaceX has acquired xAI forming one of the most ambitious vertically integrated innovation engines on (and off) Earth https://t.co/3ODfcYnqfg https://t.co/el40rCUBGe SpaceX has acquired xAI forming one of the most ambitious vertically integrated innovation engines on (and off) Earth"  
[X Link](https://x.com/AlexfromBabylon/status/2018467388333736055)  2026-02-02T23:31Z [----] followers, [----] engagements


"$ASTS Our SAM just got a massive upgrade. It's clear that OEMs and MNO's alike need to allign with AST in order not to get eaten alive. Very bullish BREAKING: SpaceX may launch a Starlink phone that connects straight to satellites as per Reuters. https://t.co/qPe549PWbW BREAKING: SpaceX may launch a Starlink phone that connects straight to satellites as per Reuters. https://t.co/qPe549PWbW"  
[X Link](https://x.com/AlexfromBabylon/status/2019397622470177042)  2026-02-05T13:08Z [----] followers, [----] engagements


"$NBIS This is exactly what we want from the company. Reasonable detailed roadmaps to a greenfield portfolio in combination with more detailed customer metrics. It's clear that the company is short on greenfield grid connected power compared to other datacenter developers (especially ex-miners) with greenfield capacity in the US likely coming online in 2027-2028 for Nebius but with a transparant roadmap that becomes manageable. 🚨 $NBIS officially reveals its project to build a large data center in Independence Missouri. - Capacity of up to [---] GW - No increase to residential power rates -"  
[X Link](https://x.com/AlexfromBabylon/status/2019405470465757482)  2026-02-05T13:39Z [----] followers, [----] engagements


"@philliplyle410 It's a phone. Elon Musk had a recent interview in which he detailed how the future of a phone should look like. This is it"  
[X Link](https://x.com/AlexfromBabylon/status/2019429021839421715)  2026-02-05T15:12Z [----] followers, [---] engagements


"$ASTS If you just take a step back then people don't fully understand how much future value creation the SpaceX / XAI merger will generate for AST Spacemobile. By creating this giant Elon co empire this immediately draws SpaceX in competition with very powerful companies in AI which could clearly incentivize Google to push AST even deeper into the Android ecosystem. Apple next Then in a couple years we arrive at space based datacenters and those same powerful players all need datacenters from companies who are not their direct competitor. Interestingly while Elon is growing its own TAM"  
[X Link](https://x.com/AlexfromBabylon/status/2019444201511866402)  2026-02-05T16:13Z [----] followers, [----] engagements


"$IREN I was fortunate in the sense that IREN was only 5% of my portfolio before earnings and I know many people are full portfolio on IREN so that drawdown really hurts but I bought the dip and doubled my position yesterday in AH. In a reasonable scenario this could still be a $100 stock end of [----] which will be 200% in [--] months and this is still the same management team that everyone is so ecstatic about. Personally these are the setups that I love. Financials are optically distorted due to bitcoin and one off GAAP items but underlying business fundamentals are rapidly progressing. Also"  
[X Link](https://x.com/AlexfromBabylon/status/2019701675464806732)  2026-02-06T09:16Z [----] followers, [----] engagements


"@moninvestor I got 5k shares from the panicans at just sub $32. Thanks"  
[X Link](https://x.com/AlexfromBabylon/status/2019708206055071934)  2026-02-06T09:42Z [----] followers, [----] engagements


"@edge_of_power You also need software to run bare metal aside from what Nebius does on top which is a managed platform"  
[X Link](https://x.com/AlexfromBabylon/status/2019724382235697661)  2026-02-06T10:46Z [----] followers, [----] engagements


"$HIMS So much people are losing their shirt on this company. Look I get the thesis and why it might work and think it will go higher but I simply do not trust management. If this was such a generational opportunity why is Andrew pumping and dumping the stock on retail None of my biggest succesful management teams did that before delivering a 5x to retail. Heck Abel from AST has not sold a single share. https://twitter.com/i/web/status/2019728933235699960 https://twitter.com/i/web/status/2019728933235699960"  
[X Link](https://x.com/AlexfromBabylon/status/2019728933235699960)  2026-02-06T11:04Z [----] followers, [----] engagements


"$IREN This gave me the final conviction to double my shares at sub $32. Not a bad return of 30% in a day with no deal 😂 Took advantage of the panicans and gamblers. Thanks everyone who contributed in this major draw down. Going so low was not possible without degen options and overleveraged ETFs. Your shares will be in good hands going forward 😜 Big Tech [----] CapEx outlook: $AMZN: $200B vs. $146B est. $GOOGL: $175-185B vs. $120B est. $META: $115-135B vs. $110B est. $MSFT: No guidance but same tone Total: $490-520B vs. $376B est. Wall Street hates it. https://t.co/Qwi4EQBHi6 Big Tech 2026"  
[X Link](https://x.com/AlexfromBabylon/status/2019921969844547957)  2026-02-06T23:51Z [----] followers, [----] engagements


"@hypergrowth102 @mvcinvesting Well management did not anticipate it as well it seems because it now remove the product"  
[X Link](https://x.com/AlexfromBabylon/status/2020441154773221883)  2026-02-08T10:14Z [----] followers, [---] engagements


"$IREN The clues are coming together. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside"  
[X Link](https://x.com/AlexfromBabylon/status/2020910825368596869)  2026-02-09T17:21Z [----] followers, 16.8K engagements


"@SkipperSwe7980 No its now 80/20"  
[X Link](https://x.com/AlexfromBabylon/status/2021389986130739567)  2026-02-11T01:05Z [----] followers, [--] engagements


"$ASTS $IRDM Recommend everyone to read the Iridium earnings call. I monitored them for multiple Qs and clearly something has changed. With ASTs new of convert offering it would not surprise me if there will be some type of deal going forward. Also directly named AST among others when asked regarding how the industry discussions regarding spectrum look like. My gut feeling: something is cooking 🔥 CEO quotes: We will continuously consider our spectrum assets with the view of maximizing shareholder value. Therefore we will not rule out future business alliances that leverage our unique spectrum"  
[X Link](https://x.com/AlexfromBabylon/status/2022026237640573168)  2026-02-12T19:13Z [----] followers, [----] engagements


"$ASTS $IRDM Recommend everyone to read the Iridium earnings call. I monitored them for multiple Qs and clearly something has changed since the Starlink deal. With ASTs new of convert offering it would not surprise me if there will be some type of deal going forward. Also directly named AST among others when asked regarding how the industry discussions regarding spectrum look like and said they dont have global spectrum but indirectly implied they need / want it. My gut feeling: something is cooking 🔥 CEO quotes: We will continuously consider our spectrum assets with the view of maximizing"  
[X Link](https://x.com/AlexfromBabylon/status/2022026525374132717)  2026-02-12T19:14Z [----] followers, 10.9K engagements


"@JKeynesAlpha I think Aurora will do well but I bet on $KDK for better risk rewards"  
[X Link](https://x.com/AlexfromBabylon/status/2022050319858118920)  2026-02-12T20:48Z [----] followers, [---] engagements


"$ASTS AST management is quite conservative. They would not choice to highlight this in a PR + Scott retweet + AST GOV guy on Linkedin if AST was just some minor vendor on the Shield IDIQ list. This raises expectations in terms of AST's US government business. My read is that they have received a strong demand signal for their technology from MDA. Just my [--] cents. + Golden Dome IDIQ + Golden Dome IDIQ"  
[X Link](https://x.com/AlexfromBabylon/status/2012204564452090247)  2026-01-16T16:45Z [----] followers, 10.9K engagements


"$NBIS I still think it is literally Day [--] for the platform story and that we only saw like 5% of the end state what Nebius will be. Megacap in the making here"  
[X Link](https://x.com/AlexfromBabylon/status/2020486385753358454)  2026-02-08T13:14Z [----] followers, [----] engagements


"$DUOL I know I have made fun of learning apps in the past and I honestly could have never predicted to invest in one myself but there is a convergence of catalysts that create an unique opportunity in my view: Name sold off significantly on AI commodization fears being down 70% YoY as of today Recent market volality pushed the name down even further. At the same time you have: A passionate founder led business who is not afraid to take the contrarian view A huge distribution network and global brand Proprietary data moat in behavorial learning Their bottleneck was always creation of highly"  
[X Link](https://x.com/AlexfromBabylon/status/2020905893240410382)  2026-02-09T17:01Z [----] followers, [----] engagements


"$ASTS Great news $ASTS: 🚨 AST SPACEMOBILE SUCCESSFULLY COMPLETES UNFOLDING OF BLUEBIRD [--] THE LARGEST COMMERCIAL COMMUNICATIONS ARRAY ANTENNA EVER DEPLOYED IN LOW EARTH ORBIT BlueBird [--] is the largest ever commercial communications array deployed in low Earth orbit designed to support cellular $ASTS: 🚨 AST SPACEMOBILE SUCCESSFULLY COMPLETES UNFOLDING OF BLUEBIRD [--] THE LARGEST COMMERCIAL COMMUNICATIONS ARRAY ANTENNA EVER DEPLOYED IN LOW EARTH ORBIT BlueBird [--] is the largest ever commercial communications array deployed in low Earth orbit designed to support cellular"  
[X Link](https://x.com/AlexfromBabylon/status/2021395409982325230)  2026-02-11T01:26Z [----] followers, [----] engagements


"@StupkaStanislav The market cap is 40x lower because SpaceX is growing faster at a way larger scale"  
[X Link](https://x.com/AlexfromBabylon/status/2021463122805244099)  2026-02-11T05:55Z [----] followers, [---] engagements


"$ASTS Scott only nowadays does this if something good is coming which I guess probably will be announced at MWC [----] early March just before the earnings call. $ASTS AST SpaceMobile Announces Proposed Private Offering of $1.0 Billion of Convertible Senior Notes Due [----] Proposed Repurchases of up to $300.0 Million Convertible Senior Notes Funded By Registered Direct Offerings: https://t.co/AvL3aIXz1y https://t.co/34xUi72Mt3 https://t.co/8G7Cg0aS4c $ASTS AST SpaceMobile Announces Proposed Private Offering of $1.0 Billion of Convertible Senior Notes Due [----] Proposed Repurchases of up to $300.0"  
[X Link](https://x.com/AlexfromBabylon/status/2021713615070405028)  2026-02-11T22:31Z [----] followers, 10.3K engagements


"@Reformed_Trader MWC [----] is just around the corner. Maybe a Satco partnership"  
[X Link](https://x.com/AlexfromBabylon/status/2021715430449017145)  2026-02-11T22:38Z [----] followers, [----] engagements


"$ASTS Space based datacenters 👀 monetizing the capabilities of our proprietary technology to capture the evolving commercial opportunities related to artificial intelligence $ASTS: Accelerating the deployment of our controlled spectrum bands on a global basis monetizing the capabilities of our proprietary technology to capture the evolving commercial opportunities related to artificial intelligence enhancing investment in government space $ASTS: Accelerating the deployment of our controlled spectrum bands on a global basis monetizing the capabilities of our proprietary technology to capture"  
[X Link](https://x.com/AlexfromBabylon/status/2021716153194971427)  2026-02-11T22:41Z [----] followers, [----] engagements


"$AUR $KDK This is a great question that I have also struggled with for a while as a former $AUR shareholder. What triggered me to go deep on autonomous trucking is that sentiment is at all time low while real commercial deployments are happening as we speak. In fact Atlas Energy is already deploying Kodiak autonomous trucks without safety drivers 24/7 for its operations. Just [---] trucks deployed with Atlas generate 10s of millions of higher margin annual recurring revenue at full run rate and Atlas has been extremely satisfied with operational performance and will likely order more in the"  
[X Link](https://x.com/AlexfromBabylon/status/2014303342936121348)  2026-01-22T11:45Z [----] followers, [----] engagements


"$KDK $AUR It's good to keep in mind that as of today Kodiak AI still has essentially a short term monopoly by driving autonomously in unstructured environments in the Permian basin. Aurora's Detmar's deal is still on public and private (paved) roads but Atlas Energy deal also includes driving in unstructured non-paved environments. It can do that well because it does not rely on mapping and has built its AV stack also specifically to include unstructured environments. Most analysts don't even understand this so we are still very early. https://twitter.com/i/web/status/2014330644604547303"  
[X Link](https://x.com/AlexfromBabylon/status/2014330644604547303)  2026-01-22T13:33Z [----] followers, [----] engagements


"$AUR $KDK In my view the real dark horse is none of the competition mentioned below but Kodiak with a 1.6B MC. (disclosure I am long KDKW) versus Aurora being valued at 7.8B MC. Also want to second this conclusion: "At the end of the day Autonomous Trucking is a show-me story. For years companies have touted their technology their model this their data that their demo this their demo that. No one cares anymore. No one cares about your "timeline" when you "anticipate" when you "expect" etc. Build the driver build the hardware kit build the redundant trucks integrate the driver remove the human"  
[X Link](https://x.com/AlexfromBabylon/status/2018641232063336888)  2026-02-03T11:02Z [----] followers, [----] engagements


"$NBIS Nebius is headquartered in Amsterdam so as a result now and then they pop up in the local news paper and this article from December [----] has some quotes from both Arkady and Tom Blackwell that give some insight in the origin company culture and Arkady himself. If you create a throwaway account you can read the article for free (otherwise behind a paywall) Fun facts: Arkady's level of English is called "Rushlish" which is a mix of Russian and English by his former English tutor. Arkady's villa was squated by lefties in Amsterdam (Vossiusstraat Amsterdam) and since he was on the sanction"  
[X Link](https://x.com/AlexfromBabylon/status/2021550835130392913)  2026-02-11T11:44Z [----] followers, [----] engagements


"@WeRichYetBois @Keaku_ @JKeynesAlpha This is the wrong analogy. Aurora has a one year lead in tech but is in behind in deployment compared to Kodiak. Reality is market will find out they are more alike then most currently think"  
[X Link](https://x.com/AlexfromBabylon/status/2022411289252020628)  2026-02-13T20:43Z [----] followers, [--] engagements


"$ASTS Something I never did before but I bought [--] call options for [--] January [----] on AST Spacemobile with a strike price of $30 if accounting for the premium paid I run break even at $40. Todays price is just to a too big of a gift to pass and now the call options give me the ability to exercise relatively cheap shares until late [----] / beginning [----]. Very confident in Abel Scott the technology regulatory and the ability to execute and although I cannot currently quantify it yet my gut tells me the D2D opportunity for ASTS will be a lot larger then current projections just like previously"  
[X Link](https://x.com/AlexfromBabylon/status/1873783921193664887)  2024-12-30T17:31Z [----] followers, 35.1K engagements


"$ASTS The market and Wall Street can not yet comprehend the scale of this business and strength of the wholesale business model with MNOs. AST Spacemobile needs 45-60 bluebirds to fill continuous coverage in the US Europe and Japan. They already signed up in DEFINITIVE agreements: - ATT (116 million) - Vodaphone (98 million in EU and [---] million in Africa (this even excludes Vodaphone partner market carriers. See overview: (ex Altice is the 2nd MNO in France) Other very large MNOs where in the latitude where they have an agreement with are: Verizon Orange Rakuten Bell Canada Firstnet"  
[X Link](https://x.com/AlexfromBabylon/status/1878136979331694795)  2025-01-11T17:48Z [----] followers, 63.5K engagements


"$ASTS People don't yet fully comprehend the magnitude of this deal. The market is sleeping on this entirely. Essentially the incremental value of [--] year+ lease rights to Ligado Network's spectrum when ASTS puts this MSS in use are larger then the entire market cap of the current stock. But this is only the beginning Why did Ligado Networks agree to lease this spectrum significantly below the theoretical market value (up to [--] billion) The best analogy for this is a goldmine. Imagine that Ligado Networks has the rights to the land where significant values of gold were identified in the soil."  
[X Link](https://x.com/AlexfromBabylon/status/1878760293003567120)  2025-01-13T11:05Z [----] followers, 23.4K engagements


"$ASTS This launch vehicle is a game changer for deploying AST Spacemobile's bluebird constellation. They can deploy up to [--] Bluebirds in a launch in the current configuration later that can probably expand to [--] or [--]. Being a key launch partner of Blue Origin is going to significantly speed up time to market (versus other options) To talk in Wall Street's terms the chances of hitting operating free cashflow positive and the full constellation being on track just increased significantly. This should warrant an increase in stockprice today since a key launch risk / being dependent on"  
[X Link](https://x.com/AlexfromBabylon/status/1879803630829617540)  2025-01-16T08:11Z [----] followers, 31.1K engagements


"$ASTS Being named after Jeff's own company Amazon and not being grouped as "several telecommunications providers" clearly named standalone shows Blue Origin considers AST Spacemobile a key launch partner. The market does again not fully understand this narrative yet. I also understand why AST Spacemobile is being called out separately. First they could represent a very large $$$ customer of New Glenn since the Bluebird satellites are insanely heavy and best deployed in this type of vehicle. Second also important is that Jeff / Dave probably concluded that this company in the real deal with"  
[X Link](https://x.com/AlexfromBabylon/status/1879818604847206497)  2025-01-16T09:10Z [----] followers, [----] engagements


"$ASTS With all short thesis articles / bears opinions read so far none impressed me. However it is always important that you don't just fall in love with your investment and ignore red flags especially since this is a very large percentage of my portfolio. The next best thing you could do is to evaluate past failed efforts. where the bears were apparantly right in the end. Then you have to ask yourself the very important question: "Is this time really different" John Bloom's Eccentric orbits the Iridium story for me was instrumental in gathering the necessary knowledge to evaluate this but to"  
[X Link](https://x.com/AlexfromBabylon/status/1881280640542245203)  2025-01-20T10:00Z [----] followers, 27.9K engagements


"$ASTS For the record nobody likes dilution but do you know who get's the most screwed by these transactions The largest individual shareholders which for AST Spacemobile are: [--] million shares (2698%) CEO and Founder Abel Avellan [--] million Hiroshi Mikitani (1071%) (Board member) [--] million shares (423%) Adriana Cisneros (Board member) [--] million shares (343%) Gustavo A. Cisneros (Relative of board member) Why would these institutions agree to such relaxed terms The answer is obvious: They think the shares are going to be worth significantly more in the future essentially these guys are net"  
[X Link](https://x.com/AlexfromBabylon/status/1882394132317872329)  2025-01-23T11:45Z [----] followers, 29.2K engagements


"$ASTS How do you know that you company own is disruptive and a technology leader Sometimes it is simple: When your 350B competitor is paying very close attention to your less then 6B company and matching all news announcements with their own coverage in a structural pattern since the first entry announcement in [----]. It would even not surprise me in the future that a certain individual would claim he invented the space 😉 Starlink direct from satellite to cell phone Internet connection starts beta test in [--] days Starlink direct from satellite to cell phone Internet connection starts beta test"  
[X Link](https://x.com/AlexfromBabylon/status/1882729900517327174)  2025-01-24T09:59Z [----] followers, 24.9K engagements


"$ASTS Investors running back to the NASDAQ for tomorrows opening after they panic sold based on a Starlink marketing ploy with propping up their TEXT capabilities offering while AST enabled the second largest MNO in the world to place a video call with what I would describe as at least medium resolution. The market will learn very soon that not all D2D offerings are created equally. Btw there is even an Bloomberg article about it 😉 Breaking new ground in connectivity - First video call in Europe to unmodified standard smartphones on our newly launched satellites 🌍📱📶#5G - Historic first"  
[X Link](https://x.com/AlexfromBabylon/status/1884768376469455065)  2025-01-30T00:59Z [----] followers, [----] engagements


"$ASTS Bears after AST Spacemobile rose more then 40% this week and our now watching IBD hearing the following quotes: IBD: Space focused research and financial advisory firm @QuiltySpace calls AST Spacemobile "THE most valuable company in the space industry not named SpaceX" 👀 Bears: Wait but our satellite consultants said this technology will never work nor is there any demand for it. IBD: University of Texas Professor Todd Humphreys on whether the technology will work: "Absolutely they can pull this off". Bears: This professor is probably paid by the company and besides what does he know."  
[X Link](https://x.com/AlexfromBabylon/status/1887866858272883003)  2025-02-07T14:11Z [----] followers, 17.5K engagements


"$ASTS I had to recheck a couple of times but basically Palmer Luckey (CEO of Anduril) is an investor in AST Spacemobile 👀 Anduril is the hottest private company in defense tech right now. Can we expect a potential partnership in the future @PalmerLuckey @mrlubos @AST_SpaceMobile I am an investor in AST @mrlubos @AST_SpaceMobile I am an investor in AST"  
[X Link](https://x.com/AlexfromBabylon/status/1888863319701758394)  2025-02-10T08:11Z [----] followers, 13.6K engagements


"$ASTS The big boss has revised down the number of satellites needed to break even (previously [--] instead of 25). This has some profound implications on when the company will get to cashflow breakeven. Basically all it now has to do: Build [--] satellites Launch them via New Glenn (2x) or Falcon [--] (4x) probably a combo of 1x New Glenn (8 birds per flight) launch and 2x Falcon [--] (4 birds per flight) launches before end of [----] MNO's will handle the go live and deployment model to their hundreds of millions of subscribers How realistic is this before end of [----] Based the Q3 [----] earnings call I"  
[X Link](https://x.com/AlexfromBabylon/status/1889713153560154158)  2025-02-12T16:28Z [----] followers, 26K engagements


"$RKLB My experience with Seeking Alpha articles is that you can best use them as toilet paper. The real geniuses are here on X spreading their knowledge for free and doing community based stock research. This is no exception. For full transparency purposes I sold another 10% of Rocket Lab spread over the past two weeks with now my remainder position below 5% after the market gave me opportunities which were hard to refuse. I have not made up my mind about what I should do with the remainder might try to sell at peak euphoria before Neutron first launch My rationale in a nutshell for selling"  
[X Link](https://x.com/AlexfromBabylon/status/1891507364894769343)  2025-02-17T15:17Z [----] followers, 59.9K engagements


"$ASTS Can you imagine you are the CEO of Viasat and you are excited to share your Q4 [----] update with analysts. Then when you get to the Q&A a significant part of the questions are about what the heck competitor AST Spacemobile just did with the Ligado spectrum lease deal. My conclusion is that Wall Street has not fully grasped what is happening here but like I said before this deal if come to full fruition covers the entire current market cap of the stock. *For context Viasat bought Inmarsat who leased the spectrum to Ligado. Viasat wants that spectrum for itself which is also in indication"  
[X Link](https://x.com/AlexfromBabylon/status/1891829230545273216)  2025-02-18T12:36Z [----] followers, 17K engagements


"$RKLB For the careful observer Rocket Lab just changed the Neutron language from no earlier then mid [----] to second half [----]. Probably a mini delay PRed in a good way. Shared progress on Neutrons development ahead of planned debut launch of the new reusable medium-lift rocket in the second half of 2025"  
[X Link](https://x.com/AlexfromBabylon/status/1895224733735563654)  2025-02-27T21:29Z [----] followers, 61.1K engagements


"$ASTS I have been following the company for over two years and have been an investor since mid [----] but I have never seen this many tailwinds all trending in the same direction. Still company execution is most important but strong tailwinds due to regulatory competition and other events can accelerate the company's trajectory significantly. 1) First on the regulatory side we have the FCC led by Brendan Carr cut red tape and significantly speed up the regulatory approval process. Still props to Rosenworcel for creating SCS regulation but now regulatory approvals are definitely accelerated"  
[X Link](https://x.com/AlexfromBabylon/status/1895491416266076616)  2025-02-28T15:09Z [----] followers, 19.1K engagements


"$ASTS I cannot overestimate how freaking huge news this is This is the perfect solution with perfect timing with the right tech. I am convinced that with this arrangement we just locked in the largest part of Europe. This Vodafone x AST Spacemobile Satco venture has so many implications: If I intepretate it correctly Vodafone just flipped it's exclusive home market deal (meaning AST cannot sell to other MNO's in Vodafone home markets) in a exclusive Satco venture ready to serve ALL MNO's in Europe. This just significant expanded TAM in Europe and is also the right thing to do (also legally"  
[X Link](https://x.com/AlexfromBabylon/status/1896494169889108012)  2025-03-03T09:33Z [----] followers, 25.7K engagements


"$ASTS The satcom sector is ripe for disruption. If you watch this talk especially the two panels you can see that most satcom operators & partners in the ecosystem are not prepared for what is to come. Panels talk about D2D as if it is some future technology that will commercialize over three years. On the two panels both Scott (ASTS) and David (SpaceX) point out that they are on the breaking of launching commercial service. David says also over three years nobody is going to be talking about this anymore because then it will just be an integral part of the product. Basically he says if you"  
[X Link](https://x.com/AlexfromBabylon/status/1900490544381313476)  2025-03-14T10:13Z [----] followers, 25K engagements


"$RKLB🚨Big write-up incoming about Rocket Lab's roadmap to space applications.🚨 Via my longer term more well diversified second portfolio focused on the (defense) tech angle I am a Rocket Lab shareholder again. Now I hold just [---] shares but will improve cadence rapidly. 😉 Longer term will also sell a stake of my AST Spacemobile in main portfolio if it goes 100B to further fund the portfolio diversity. Idea is that long term the second portfolio becomes the main portfolio of around 5-7 names. With that sidestep out of the way I wanted to reflect on the past period when I sold in the main"  
[X Link](https://x.com/AlexfromBabylon/status/1902354936362397705)  2025-03-19T13:42Z [----] followers, 33.8K engagements


"$ASTS AST SPACEMOBILE BUSTED: "WORKS WITH ALL PHONES" CLAIM SHATTERED AS SHORTS UNCOVER THAT THE SERVICE CANNOT CONNECT WITH THE PEPPA PIG PP06 & FISHER-PRICE ROTARY PHONE. MANAGEMENT BLAMES DEVICE MANUFACTURERS. DEVICE MANUFACTURERS DECLINE TO COMMENT. TMF ANALYST SAYS TOTAL PR DISASTER LEAVING THIS YOUNG GROUP OF CUSTOMERS WITHOUT SATELLITE CONNECTIVITY ON THEIR FAVORITE PHONES. STOCK DOWN 2% IN PREMARKET. Always fun to add to the panic on the red days 😉"  
[X Link](https://x.com/anyuser/status/1902667058716016882)  2025-03-20T10:22Z [----] followers, 11.4K engagements


"$ASTS $RKLB This is an interesting observation from Dave about my recent ramblings on in house launch costs. (that's why I reposted it) To answer your question: My personal view is that in Beck is right. SpaceX Blue Origin and Rocket Lab are and will be part of the biggest space companies in the future since they will be end to end providers. They will put of large network intensive constellation and built out physical infrastructre in space. That's also the reason I was and am an $RKLB investor. On the other hand I think AST Spacemobile will be the second largest company in market cap behind"  
[X Link](https://x.com/AlexfromBabylon/status/1905289929933934644)  2025-03-27T16:04Z [----] followers, 37.2K engagements


"$RKLB BREAKING: Rocket Lab is onboarded in Space Force NSSL Phase [--] Lane [--]. Lane [--] is a billions of dollars most important US Military program where on ramped launch vehicle companies compete for high value national security launches. Rocket Lab can be assigned missions after a first succesful launch of Neutron. (now it has contractor status but cant bid yet) Very significant milestone from the company Potential commercial launch customers might now also be more willing to sign launch deals with the Space Force stamp of approval. This also means Space Force thinks there is a reasonable path"  
[X Link](https://x.com/AlexfromBabylon/status/1905374041516519734)  2025-03-27T21:39Z [----] followers, 14.9K engagements


"$RKLB This is the million dollar question for Rocket Lab shareholders including myself. What % of SpaceX's market cap should Rocket Lab be valued at. Some thoughts: 1) SpaceX is by far market leader in launch space exploration and satellite broadband internet. This will not change over the next decade. How should you value a market leader versus a market follower and will that market follower be number two or three Truth is I don't really know but 50% is way overstretched. 2) My investment case has always been 10% since that's probably reasonable based on the company's current trajectory. Now"  
[X Link](https://x.com/AlexfromBabylon/status/1913175068189794784)  2025-04-18T10:17Z [----] followers, 24.6K engagements


"$RKLB $ASTS Breaking: Rocket Lab Senior VP of business development was quoted in a Aviation week article saying they will enter the direct to device consumer market which interestingly will put both of my investments in direct competition with each other Big implications and flown under the radar till now. @daveginvesting @trypto_tran Richard French on 5G NTN: What Flatellite provides is an elegant solution for large-aperture systems without the need for deployable antennas and so 5G non-terrestrial network is a great example of a commercial application. Thats whats exciting about that"  
[X Link](https://x.com/AlexfromBabylon/status/1913338367091024257)  2025-04-18T21:06Z [----] followers, 86.2K engagements


"$ASTS My mantra is always that if want to make outsized returns as retail you have to understand developments before they are announced or understood by institutions and/or analysts especially for key catalysts. The only way to do that is to combine seperate sources nuggets and logical thinking into a comprehensive overall view or thesis before anyone else does it. The consumer and first responder thesis has been well publicized and incorporated in analyst models. In fact the entire company's market cap is based on a (certain %) of probability that the consumer and first responder thesis of"  
[X Link](https://x.com/AlexfromBabylon/status/1915364325646102550)  2025-04-24T11:16Z [----] followers, 27.6K engagements


"$ASTS If only there were signs for the Golden dome thesis: 1) @CatSE___ApeX___ brilliant's research on Bluebird capabilities in term of missile defense detection and probable L3Harris partnership longer term. Bluebirds have the largest phased arrays in orbit dialed to communicate to one of the lowest power electronic signals of all: the (unmodified) mobile phone and it does not need a new chipset to work. None of the D2D competition can do this and their tech is atleast 3-5 years behind. From this I derive that these are probably the most advanced sensitive commercial phased arrays in orbit."  
[X Link](https://x.com/AlexfromBabylon/status/1915399213153739080)  2025-04-24T13:35Z [----] followers, 31.6K engagements


"$ASTS Savage Completely outmaneuvered SpaceX's regulatory department with this and the Carr + Cruz visit. Speculation: Will the SpaceX informal objection filing be hung in the toilets at Midland for laughter while taking a piss Enjoy seeing SpaceX try but they will not be able to delay AST Spacemobile's regulatory rollout because direct to device is crucial for national defense according to FCC Chairmen Brendan Carr and he is going to do everything in his power to make sure the technology leader in this space succeeds in order to secure world dominance in this field. Think about: Carr knows"  
[X Link](https://x.com/AlexfromBabylon/status/1916838836815925320)  2025-04-28T12:56Z [----] followers, 13.5K engagements


"$ASTS Take on Q1 2025: This is no longer a pre revenue company. Within 1-2 years they will easily become one of the largest space companies by revenue"  
[X Link](https://x.com/AlexfromBabylon/status/1922030779447534032)  2025-05-12T20:47Z [----] followers, 12.9K engagements


"$ASTS $RKLB Yesterday President Trump revealed more details about the largest US defense project in recent history: The Golden Dome. To recap: 1) Costs are estimated to be $175 billion and the Golden Dome should be fielded before his second presidential term ends meaning it has to be done in three years. 2) As a reminder: "this design for the Golden Dome will integrate with our existing defense capabilities". Essentially existing land sea space based assets for Golden dome are integrated into an single software defined architecture ensuring an efficient OODA loop combined with new space based"  
[X Link](https://x.com/AlexfromBabylon/status/1925096058444505538)  2025-05-21T07:47Z [----] followers, 26.7K engagements


"$RKLB Really happy with this acquisition. Bought 1K shares in AH. This finally positions Rocket Lab really well to compete for major DOD programs like Golden Dome and SDA Tracking layer. They really needed this and with the significant PR involved including a call they want to make their ambitions known to the government customer. Combined with Mynaric this is Rocket Lab doubling down as a US space defense contractor. Will doing a bigger write-up of all the implications later. For those wondering about is this the Payload I would dub this the DOD payload the commercial satcom payload will be"  
[X Link](https://x.com/AlexfromBabylon/status/1927470679374381285)  2025-05-27T21:03Z [----] followers, 15.6K engagements


"$RKLB As you know I have been a critical shareholder as of end of [----] and people have been giving me a hard time for it. In the end I guess both the uber bulls and I were right either in its own way. They were correct that SPB would deliver everything for them and I was correct that the company still missed very significant pieces of the puzzle in order to have a really compelling offering both commercially and for government. With the recent moves they have now closed the gap in their offering on the government side. As I said before Rocket Lab is doubling down as a US defense prime"  
[X Link](https://x.com/AlexfromBabylon/status/1927487043220709694)  2025-05-27T22:08Z [----] followers, 15.9K engagements


"$ASTS What many retail and institutional investors don't know is that AST Spacemobile Ligado SpaceX and Echostar are currently in regulatory battles (Echostar v SpaceX) or bankruptcy court cases (AST v Ligado with Inmarsat) that will determine the quality of the US D2D offering in the years to come. Where are they fighting over Spectrum not just any spectrum low band spectrum which is as a said before really scarse in the US since it is also the ideal spectrum used by carriers like AT&T Verizon and T-Mobile. Carriers don't have a lot of spectrum sitting in a virtual warehouse so SpaceX and"  
[X Link](https://x.com/AlexfromBabylon/status/1928068353937076288)  2025-05-29T12:38Z [----] followers, 30.6K engagements


"$ASTS $RKLB Unexpected 😁 Exclusive: Officials at NASA and the Pentagon are urging SpaceX competitors to quickly develop alternative rockets and spacecraft after President Trump threatened to cancel Space Xs contracts and Elon Musks defiant response. https://t.co/tf7dciNX4y Exclusive: Officials at NASA and the Pentagon are urging SpaceX competitors to quickly develop alternative rockets and spacecraft after President Trump threatened to cancel Space Xs contracts and Elon Musks defiant response. https://t.co/tf7dciNX4y"  
[X Link](https://x.com/AlexfromBabylon/status/1931424247085138127)  2025-06-07T18:53Z [----] followers, 19.1K engagements


"$RKLB $ASTS Many dont understand that the strategic calculus of how much to rely on SpaceX has changed for DOD brass with Elons actions. Every DOD official has now mentally printed in his head: Elon Musk is a liability. This has direct impact. SpaceX will remain a top contractor but it will be way further diversified going forward. Also Golden Dome opportunity significantly reduced. Cant have Elon turn of the nations defense shield just because he had a bad day. But Musks threat was so impulsive that it will undoubtedly rattle defense officials Harrison said who would not look favorably on"  
[X Link](https://x.com/AlexfromBabylon/status/1931757950638440510)  2025-06-08T16:59Z [----] followers, 16.3K engagements


"$RKLB $ASTS Can it get even worse then this Probably 🤣 Space Force is having a meltdown about this currently. Someone take away his phone to save the SpaceX government business. Whatever happens we have got the spaceships and they do not Whatever happens we have got the spaceships and they do not"  
[X Link](https://x.com/AlexfromBabylon/status/1931812554998698350)  2025-06-08T20:36Z [----] followers, 16.8K engagements


"$RKLB The stock is in what I call in the boring middle. [----] was always going to be an investment year for the company. Dont get shaken out of your position. The good things are coming in [----] and beyond. Key catalysts for me: Neutron first launch SDA Tracking Layer award and NSSL contract award after first launch. Cashflow from these contracts will allow the company to double down on space applications and acquire the missing pieces: software defined RF payloads and maybe D2D chips (can also be procured from Satixfy)"  
[X Link](https://x.com/AlexfromBabylon/status/1933793993965359348)  2025-06-14T07:49Z [----] followers, 37.5K engagements


"$ASTS A lot of US GOV eyeballs currently on the company and technology. 👀 Again many forget but Abels prior company EMC main customers was military and government. Abel knows how to sell to the US GOV and built his constellation with their requirements in mind. He also knows that he needs very experienced partners like Fairwinds for last mile delivery and implementation. Fairwinds will in turn keep building out new military products on the D2D broadband communications platform increasing usage over time. Its a win win partnership This milestone demonstration was conducted near AST"  
[X Link](https://x.com/AlexfromBabylon/status/1938347871704678856)  2025-06-26T21:25Z [----] followers, [----] engagements


"$ASTS Let me put out a prediction for our launch cadence: Blue Origin is going to totally leave us scrambling with just one launch in [----]. Jeff and Dave are not rocket engineers and as such cannot make realistic predictions. As a result AST management is and is going to pivot hard to Falcon [--] for the initial rollout and SpaceX will happily take out cash at a premium. Falcon [--] is going to carry the rollout of the constellation for quite some time is my prediction. For anyone in call options quarterly delays due to Blue might mess up your strategy so be careful Overall shareholders will be"  
[X Link](https://x.com/AlexfromBabylon/status/1938864739788169565)  2025-06-28T07:39Z [----] followers, 48.3K engagements


"$ASTS Since my posting about launch cadence I see many confused souls in the comments so let me try to clear this up even further. First off all I have a very significant size of my portfolio in AST Spacemobile. If thought for a second launch cadence would be a major blocking issue then I would sell. Over the past couple of days I was just pointing out that it's likely New Glenn is going to not deliver on its promises and Falcon [--] is going to do the heavy lifting. In potential NG is a fantastic most economical vehicle until Starship but it will still take some time to ramp in order to be"  
[X Link](https://x.com/AlexfromBabylon/status/1939630067316850928)  2025-06-30T10:20Z [----] followers, 27.5K engagements


"$ASTS The most interesting thing was for me was not the equipment financing but this sentence: "while concluding the second quarter with over $900.0 million in cash cash equivalents and restricted cash." If we recap the cash position: - Q1 reported cash balance: $874.5 million - $500 million ATM: Tapped significantly as evidenced with the filing from [--] June speculation but probably between $350-$400 million end of Q. CAPEX Guide: CFO "We do expect an increase in CapEx in Q2 to a range we believe will be between $230 million to $270 million to primarily reflect the timing of payments on"  
[X Link](https://x.com/AlexfromBabylon/status/1940788655859114125)  2025-07-03T15:04Z [----] followers, 21.7K engagements


"$NBIS Finally was able to really deep dive in the stock and after being in and out multiple times I have established a new position with freshly brought in new capital. Small % of overall portfolio but I expect to be able to add over time. Will also try to cover it more going forward"  
[X Link](https://x.com/AlexfromBabylon/status/1942260002288501201)  2025-07-07T16:30Z [----] followers, 14.9K engagements


"$ASTS Firstnet fiscal year ends in september. This investment is included in current year budget so I expect the deal to be wrapped up before fiscal year end which is just a few months away from now. $ASTS: 🚨FIRSTNET AUTHORITY PLANS TO INVEST MONEY INTO SATELLITE DIRECT-TO-DEVICE TECHNOLOGY IN COOPERATION W/ AT&T AND AST SPACEMOBILE. FIRSTNET IS IN THE "FINAL STAGES" OF WORK TO MAKE SUCH AN INVESTMENT. Brian Hobson senior director of the FirstNet Authoritys https://t.co/TkIquUlvxF $ASTS: 🚨FIRSTNET AUTHORITY PLANS TO INVEST MONEY INTO SATELLITE DIRECT-TO-DEVICE TECHNOLOGY IN COOPERATION W/"  
[X Link](https://x.com/AlexfromBabylon/status/1943027591298064654)  2025-07-09T19:20Z [----] followers, 25K engagements


"@Deeteem1 She is beautiful wonderful girl. You are one lucky uncle but you are going down a dark place here on X. Probably some real life reflection / therapy needed here"  
[X Link](https://x.com/AlexfromBabylon/status/1944335610510004561)  2025-07-13T09:58Z [----] followers, 15.5K engagements


"$RKLB $ASTS If you dont know the pain points for the stocks you hold chances are really high that you are in an echo chamber and those can be very dangerous. Thats why I am sometimes perceived as negative about the stocks I hold and not everyone in the community appreciates that. Also everything is dynamic pain points can get solved as quickly as they appear. Everything is always in motion. My pain point for Rocket Lab is: Entry into space applications my pain point with AST is launch with Blue Origin. Yes Neutron will work and Yes ASTs tech works at scale. Not obvious for the market yet but"  
[X Link](https://x.com/AlexfromBabylon/status/1944458094798631127)  2025-07-13T18:05Z [----] followers, 19.2K engagements


"$RKLB Personally I am conflicted about this Citi price target. Super excited to see the stock run up so much and analysts playing catchup to justify price action. On the other hand if Citi needs to extent its valuation methodology to look at [----] revenue instead of [----] in combination with [--] Neutron launches required in [----] and a $2.6 billion of revenue you are slowly getting to the point where things are starting to get priced in and valuations getting stretchy Rocket Lab is already not cheap if you check [----] Bloomberg estimates. If I extrapolate Q1 [----] revenue of $123 I expect us to"  
[X Link](https://x.com/AlexfromBabylon/status/1945136226266234997)  2025-07-15T14:59Z [----] followers, 30.4K 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. https://twitter.com/i/web/status/1952038033286734050"  
[X Link](https://x.com/AlexfromBabylon/status/1952038033286734050)  2025-08-03T16:05Z [----] followers, [----] engagements


"$RKLB For shareholders this was an encouraging call with no surprises positive or negative. Company is largely on track with Neutron (still predict a Q1 [----] launch) and actively bidding on Golden Dome / NASA work. Strong catalysts ahead for launch and space systems This is the time to hold steady and be patient. 🚨 $RKLB Q2 Earnings Report is OUT Revenue of $144M vs. $135.4M est. 🟢 GAAP EPS of $(0.13) vs. $(0.11) est. 🔴 Adj. EBITDA of $(27.6M) vs. $(31.2M) est. 🟢 Q3 Revenue guidance of $145-155M vs. $150.5M est. 🟡 Q3 Adj. EBITDA guidance of $(21-23M) vs. $(20.7M) est. 🟡 More"  
[X Link](https://x.com/AlexfromBabylon/status/1953575014604976133)  2025-08-07T21:52Z [----] followers, 18.3K engagements


"$NBIS Thanks Manuel This is still one of the most undervalued companies in its cohort $NBIS just reached a brand-new all-time high. 🔥 BOOM. https://t.co/6JO5JBxOEe $NBIS just reached a brand-new all-time high. 🔥 BOOM. https://t.co/6JO5JBxOEe"  
[X Link](https://x.com/AlexfromBabylon/status/1954907774695190890)  2025-08-11T14:08Z [----] followers, 31.9K engagements


"$ASTS BREAKING: Block [--] went on an ozempic treatment 3-4 per launch just went to 6-8 per launch. Abel just said 6-8 satellites per launch which is double from expectations. If that is true for Falcon [--] vehicle (NG cannot launch every [--] days) then this stock is going places very soon. Update: He said it 3x already during the call"  
[X Link](https://x.com/AlexfromBabylon/status/1955025321197179381)  2025-08-11T21:55Z [----] followers, 12.5K engagements


"$RKLB I am eternally grateful for what SPB & Adam Spice did for my portfolio results (my average was $5 and I sold most of my position in the $26-$28 range). Management team is extremely strong world class (mechanical and material engineering culture) extremely capital efficient and a great overall vision. The company made great acquisitions at great prices and has overall become a US GOV prime powerhouse especially with the GEOST tuck-in. A lot of great catalysts ahead with SDA T3 Tracking Layer awards Neutron first launch and ramp with NSSL $$$ MTO and more. As always I keep the company on"  
[X Link](https://x.com/AlexfromBabylon/status/1955433179818426429)  2025-08-13T00:56Z [----] followers, 73.9K engagements


"$NBIS This was a masterclass in AI Infrastructure strategy from @romanchernin. Forget the bitcoin miners turning AI. These guys are [--] levels above that. This is AWS for AI on steroids if executed properly. These guys are going way beyond a GPU rental business. Will do a bigger write-up soon and will expand my position even further. If you have a mental blockade that this is just GPU renting then I encourage you to watch this interview. You will thank me in a few years. This company has megacap potential long-term. 📽 Here's my FULL INTERVIEW with Roman Chernin Co-Founder and Chief Business"  
[X Link](https://x.com/AlexfromBabylon/status/1957966879596720458)  2025-08-20T00:44Z [----] followers, 29K engagements


"$IREN Significantly underestimated this company and its management team Expanded my position significantly in pre-market. $IREN is pleased to announce an expansion of its AI Cloud business. Purchase of 4.2k NVIDIA Blackwell B200 GPUs - Initial commitment made from cash financing conversations underway - Deploying at Prince George data center - Expands AI Cloud to approximately 8.5k GPUs $102m in $IREN is pleased to announce an expansion of its AI Cloud business. Purchase of 4.2k NVIDIA Blackwell B200 GPUs - Initial commitment made from cash financing conversations underway - Deploying at"  
[X Link](https://x.com/AlexfromBabylon/status/1959955371788812564)  2025-08-25T12:25Z [----] followers, 28.8K engagements


"$NBIS $IREN Sold my remaining Nebius position and poured it all into $IREN. Still very bullish on $NBIS and I still support what I said before. I just see a higher (near term ROI (not market cap) on $IREN. NFA"  
[X Link](https://x.com/AlexfromBabylon/status/1960291337569202382)  2025-08-26T10:40Z [----] followers, 53.7K engagements


"$IREN $NBIS Glad you asked Before I start I wanted to say that both of these are amazing companies and I think Nebius will do really well in the AI infra boom and that you can't really go wrong on owning either. Nebius's obvious strength is its Yandex roots. Essentially half of top management came from Yandex and 700-1000 employees with deep tech expertise plus an AI research team. That's powerful and that ensures that Nebius has a enterprise grade software stack software services experience in running enterprise grade datacenters and they have some proprietary tech that ensure they can run"  
[X Link](https://x.com/AlexfromBabylon/status/1960491385527693644)  2025-08-26T23:55Z [----] followers, 75.8K engagements


"$IREN Public secret now confirmed by management that $IREN besides almost 3GW has a multi GW development pipeline on top Stacking GWs these guys 😃"  
[X Link](https://x.com/AlexfromBabylon/status/1961193619592806467)  2025-08-28T22:26Z [----] followers, 13K engagements


"$IREN $NBIS I encourage every Neocloud investor to listen to the Q&A from @danroberts0101. Dan succesfully pushed back here on the narrative that software is somehow an integral part of a Neocloud. Retail analysts and myself got too much caught up in to the software marketing fluf. Also extremely important to segment customers in terms of bare metal GPU offering versus what Nebius does. Cold hard reality is that hyper scalers frontier labs mid sized AI startups hate your software because they want to bring their own. Where software is more important is for AI start-ups and enterprise however"  
[X Link](https://x.com/AlexfromBabylon/status/1961409313043296316)  2025-08-29T12:43Z [----] followers, 13.2K engagements


"$IREN $NBIS $CRWV My prediction is that long term both Nebius but more importantly $IREN are going to blow up CoreWeaves business model when they reach scale. Nebius offers more competitive pricing then Coreweave for B200s as shown in this example but provides better software add ons partially free. The dark horse of this industry is going to be $IREN who based on recent earnings call data is setting B200 pricing at least 20-30% cheaper then Nebius. $IREN is taking a Jeff Bezos approach to pricing to the point where they are going to drive many inefficient players out of business in the"  
[X Link](https://x.com/AlexfromBabylon/status/1961815001779339578)  2025-08-30T15:35Z [----] followers, 40K engagements


"$IREN The market is rapidly discovering this name. Thankful I got in at low twenties / high teens. For the record todays price is still fantastic. $NBIS $CRWV are valued at significantly higher but $IRENs multiple will catchup soon"  
[X Link](https://x.com/AlexfromBabylon/status/1962886931877937581)  2025-09-02T14:34Z [----] followers, 10.4K engagements


"$ASTS I genuinely believe this is the calm before the storm. Low 40$ is a great buying opportunity. NFA. Catalyst season is upon us BlueBird [--] is fully assembled and final tests are being completed imminently to be ready for shipment 🚀🚀🚀🚀🚀🚀 BlueBirds [--] [--] [--] [--] [--] [--] [--] [--] [--] and [--] are in various stages of production targeting to complete all phased arrays this month. We are on track to https://t.co/vcYyzg0CAT BlueBird [--] is fully assembled and final tests are being completed imminently to be ready for shipment 🚀🚀🚀🚀🚀🚀 BlueBirds [--] [--] [--] [--] [--] [--] [--] [--] [--] and [--] are in various stages of"  
[X Link](https://x.com/AlexfromBabylon/status/1963700996602794431)  2025-09-04T20:29Z [----] followers, 14.6K engagements


"$ASTS Bought 5k shares on margin. Edit: For the proof or it did not happen folks"  
[X Link](https://x.com/AlexfromBabylon/status/1965029229676089844)  2025-09-08T12:27Z [----] followers, 37K engagements


"$RKLB $ASTS SpaceX: For all the community members make fun of me. Don't you realize that Rocket Lab's end of decade 5G 3GPP D2D constellation plans are basically dead on arrival now SpaceX just significantly raised the barriers of entry on par with AST Spacemobile. To recap SpaceX transaction: SpaceX just secured the last big block of D2D viable spectrum in the United States (and globally) and paid billions for it. SpaceX announced 20x increased D2C speeds in combination with V3's. SpaceX secured Boost Mobile as a new MNO partner and together TM has now two US MNO's plus multiple partnerships"  
[X Link](https://x.com/AlexfromBabylon/status/1965054767165497410)  2025-09-08T14:09Z [----] followers, 36.3K engagements


"$IREN Lets recap Horizon [--] to be energized in Q4 [--] Sweetwater 1.4GW in April [----]. Oracle and the entire world are looking MWs/GWs and IREN has two very large sites available in 3-7 months. CEO said although they have not signed deals (while they could) they still have a few months and that time is their friend but will definitely get on with it and said the want deals in place before energization. Every big deal can easily let the stock run 50%. Be prepared for margin calls. @tysondaniels Already short. @tysondaniels Already short"  
[X Link](https://x.com/AlexfromBabylon/status/1966548170252370085)  2025-09-12T17:03Z [----] followers, 25.1K engagements


"$ASTS Over the past week I have redone a lot of my DD on the name in light of recent developments and it only reaffirmed my conviction. FinX and less sophisticated institutional investors are chasing shiny objects in the space economy. While tempting now all these names will be weighted in terms of revenue margin and FCF growth in due time and adjusted to their real (lower) potential. Ironically the market leader in the most promising up and coming space vertical is significantly sold off and can be bought for 14B. Buy before the Street learns how the space economy really works and corrects"  
[X Link](https://x.com/AlexfromBabylon/status/1967004643461877930)  2025-09-13T23:17Z [----] followers, 17.8K engagements


"$RKLB Unsurprisingly Rocket Lab just announced a $750 million ATM. The surprising part is that its $250 million higher then usual. My thoughts are multiple: a) If you want to bid and win on Golden Dome projects against well capped primes it really helps if you show a cash position north of [--] billion. If you only have [---] million then US GOV has to do a way more detailed cash run rate analysis and factor in what if Neutron blows up etc. North of 1B nobody is asking cash related questions. b) SpaceX with their 17B spend on AWS-4 + H-band and to a smaller effect AST with Ligado and global"  
[X Link](https://x.com/AlexfromBabylon/status/1967716316070228299)  2025-09-15T22:25Z [----] followers, 32.1K engagements


"$ASTS This is probably the time to buy if you dont have any shares yet in my view. Thesis has never been more derisked. Sure based on [----] revenue it is frothy but you can buy a megacap in [--] years for 20B today in my opinion. To recap: Sales model: Benioffs wet dream with access to 3B phones frictionless. 50/50 rev share sold by juggernauts Tech: [--] Year lead on SpaceX 5-10 year lead on everyone else. Huge patent and patent pending claims portfolio [----] Business model: Duopoly in key markets for the most important segments with smaller niche players fighting for scraps. Everyone besides SpaceX"  
[X Link](https://x.com/AlexfromBabylon/status/1973521687065862411)  2025-10-01T22:53Z [----] followers, 25.3K engagements


"$IREN Dan mentioned that they can 3x their GPUs ordered in a very short term. Meaning they can fill out Canada completely on a record pace. Once all are installed and running you are looking at probably 2B ARR. Then they are going to fill the Horizon [--] and [--] for themselves and scale Childress for AI Cloud from there. This will all happen in [----] in combination with one or two IAAS deals for Sweetwater which will be bigger then in size then Nebius Microsoft deal (300 MW vs [---] GW) End of [----] this will be a 50B company. Mark it. Not based on hype but simply keeping up with fundamentals. So"  
[X Link](https://x.com/AlexfromBabylon/status/1974048870565879897)  2025-10-03T09:48Z [----] followers, 22.7K engagements


"$RKLB I do feel for SPB sometimes even though he is a billionaire. Beck is a once in a decade engineer who would be absolutely be considered the industrys hero if not for once in a century type of talent in terms of Elon Musk. Mind boggling to think that even an extremely talented team like Rocket Lab is still 5-10 years behind on SpaceX. Keep fighting Pete the industry needs more diversity. Peter Beck CEO and Founder of $RKLB literally just said hes aiming to build the biggest space company in the world. https://t.co/vCQcJEsseE Peter Beck CEO and Founder of $RKLB literally just said hes"  
[X Link](https://x.com/AlexfromBabylon/status/1974151242097025153)  2025-10-03T16:35Z [----] followers, 14.5K engagements


"$IREN Stock is completely overvalued right Oh sh*t wait $IREN Hi Fam Maybe Worth A Look 😘 https://t.co/nhPvxUQWGc $IREN Hi Fam Maybe Worth A Look 😘 https://t.co/nhPvxUQWGc"  
[X Link](https://x.com/AlexfromBabylon/status/1974946070896734433)  2025-10-05T21:13Z [----] followers, 40.3K engagements


"$IREN So Blackrock just paid 40B for a datacenter company with a 5GW in [----] 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 [---] PEG from my earlier post. Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity https://t.co/fAqsQCwDSw Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity https://t.co/fAqsQCwDSw"  
[X Link](https://x.com/AlexfromBabylon/status/1974957663290048666)  2025-10-05T21:59Z [----] followers, 85.7K engagements


"$ASTS This is why @PalmerLuckey is an AST investor. ATAK commectivity in GPS denied areas blue force tracking and other features are supported by AST and will supercharge EagleEye. Anduril needs AST D2D connectivity at the edge to make this work at scale. Palmer knows now you do too @CatSE___ApeX___ is a visionary in this field. His thesis is playing out as we speak. Respect Superpowers for Superheroes. Today we unveil EagleEye: the family of warfighter augments that place mission command & AI directly into the operator's helmet. https://t.co/Xrw1vxs9cY Superpowers for Superheroes. Today we"  
[X Link](https://x.com/AlexfromBabylon/status/1977837778843877385)  2025-10-13T20:44Z [----] followers, 17.2K 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 [--]. 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 [--] 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](https://x.com/AlexfromBabylon/status/1978395226344407524)  2025-10-15T09:39Z [----] followers, 41K engagements


"$ASTS Dont confuse software patches for inferior tech with partnerships. If AST dips significantly tommorow I will buy (a lot) *APPLE IN TALKS WITH MUSKS SPACEX TO INTEGRATE STARLINK SERVICE INTO IPHONES STARTING WITH IPHONE [--] PRO NEXT YEAR *APPLE IN TALKS WITH MUSKS SPACEX TO INTEGRATE STARLINK SERVICE INTO IPHONES STARTING WITH IPHONE [--] PRO NEXT YEAR"  
[X Link](https://x.com/AlexfromBabylon/status/1982347649216041383)  2025-10-26T07:24Z [----] followers, 24.6K engagements


"$ASTS BREAKING: AST SPACEMOBILE SIGNS [--] YEAR STRATEGIC PARTNERSHIP WITH SAUDI TELECOM COMPANY FOR A MINIMAL CONTRACT VALUE OF ATLEAST [---] BILLION BUT LIKELY HIGHER. How did I arrive at the figure Saudi exchange rules require disclosure for contracts that exceed 9% of STC revenues as per audited financial statements [----]. Revenue per audited financial statements for [----] is 202B USD meaning STC expects atleast [---] billion of revenue from this relationship over the next [--] years. In addition is also states: The final value is not fixed and depends on the volume of transactions where stc will"  
[X Link](https://x.com/AlexfromBabylon/status/1983527026502844912)  2025-10-29T13:31Z [----] followers, [----] engagements


"$ASTS BEARS BE LIKE: AST Spacemobile will never get the appropriate spectrum and regulatory approval to execute on its vision. ABEL: Let me introduce you to my new friend in the Middle East. Crown Price Mohammed Bin Salman is the owner of PIF which owns the majority stake in MNO STC. STC is known to get PREFERENTIAL TREATMENT from Saudi Government and off course they have significant ties with governments in the region. Safe to say things are going to get done in the Middle East. When this guy approves stuff will get done. Local spectrum and favorable regulatory treatment is coming our way"  
[X Link](https://x.com/AlexfromBabylon/status/1983530325243216281)  2025-10-29T13:44Z [----] followers, 13.3K engagements


"$ASTS It turned out that Ligado was the catalyst that shook up this entire industry. Only SpaceX was paying attention and bought Echostar spectrum for 17B. Then it became undeniable that spectrum is findings its way to companies who can put it more efficiently to use (@CatSE___ApeX___ thesis) I do think SpaceX is uniquely positioned to acquire Globalstar since they are probably the only player that could handle an Apple fixed volume contract and still generate significant value from the spectrum since their constellation will have a very significant capacity ramp. In addition to the unique"  
[X Link](https://x.com/AlexfromBabylon/status/1984170756121485771)  2025-10-31T08:09Z [----] followers, 18K engagements


"$ASTS $PLTR Over the years I have owned and continue to a lot of high quality companies for some part of their journey like $SHOP $RKLB $CRWD $IREN and $AUR. You can make an amazing return on holding these very high quality names especially since at their early stages these can almost trade like distressed assets. At the same time I noticed that a couple of years ago that even though I invested in a lot of very high quality names at the same time I significantly missed out companies are tier above that like $TSLA $NVDA $ASML (S-tier) Peter Thiel's framework and book is a great way to make a"  
[X Link](https://x.com/AlexfromBabylon/status/1985259743422632109)  2025-11-03T08:16Z [----] followers, 39.2K engagements


"$IREN Who would have thought that the Microsoft deal would be such a good filtering mechanism for my X feed. The number of flawed analysis also from people I assigned some level of credibility with larger accounts is staggering. Now I am not going to claim I can do an extremely accurate calculation myself but what I can do is use common sense. In addition I did my homework on Dan Will and recently Anthony and these guys have a collective 65+ years on doing infrastructure deals and have more experience in how to structure and finance these deals then any other Neocloud in business. The chances"  
[X Link](https://x.com/AlexfromBabylon/status/1985627816507961745)  2025-11-04T08:38Z [----] followers, 29.4K engagements


"$ASTS $RKLB What makes this even more interesting is that Cantors main analyst that covers AST is Colin Canfield. Colin was Rocket Labs IR manager for more then a year until April [----]. Clearly he had an inside look on vertical integration with launch and he still thinks that AST will be massive. Follow the signs 😉 $ASTS: 🚨CANTOR FITZGERALD EQUITY RESEACH UPGRADES AST SPACEMOBILE PRICE TARGET TO $80 FROM $30 REITERATES OVERWEIGHT RATING 3Q25 Earnings Preview; We Think AST May Have Just Won IRIS Price Target to $80 Cantors Take We are updating our estimates and raising our"  
[X Link](https://x.com/AlexfromBabylon/status/1987104462180151604)  2025-11-08T10:26Z [----] followers, 19.2K engagements


"$ASTS Mic drop moment for SatCo. 🤯 Twenty-one of the twenty-five top operators in Europe have basically committed or are expected to be part of the network and the constellation that we are building as part of our constellation but with certain features for the European MNOs. Hello IRIS2 [---]. With such mass adoption EU has no choice to fund and provide spectrum"  
[X Link](https://x.com/AlexfromBabylon/status/1988053936595439708)  2025-11-11T01:19Z [----] followers, 13.8K engagements


"$ASTS Everyone is talking about the AI engine but I don't feel everyone understood what management is trying to say via their curated retail Q&As. This AI engine is very important for streamlined operations and as spectrum multiplier but this is not an unique feature of AST. Starlink probably has competitive capabilities in the area. Instead the point management tried to make is that they are not short for spectrum and that by leveraging this AI engine they can multiply spectrum to a point of abudance. Hence I believe on purpose AST management is using this AI engine vehicle to tell the"  
[X Link](https://x.com/AlexfromBabylon/status/1988192521848000973)  2025-11-11T10:30Z [----] followers, 12.4K engagements

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