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[@Democritus_A](/creator/twitter/Democritus_A)
"@MichelNantel I am still waiting for $ENVX to have their $VZ moment that $ASTS had in 2024. I regret that I havent thrown everything I had in the game after that announcement. However I wont miss it this time with ENVX. I am keeping my dry powder for that moment"  
[X Link](https://x.com/Democritus_A/status/1979969174387503290) [@Democritus_A](/creator/x/Democritus_A) 2025-10-19T17:53Z XXX followers, XXX engagements


"@stefanpu13 @MichelNantel @thekookreport Thats what I am looking for to see the $ENvX battery in a flagship handset of one of the relevant OEM. However although $ASTS will be able to deliver mimo and integrate Cohere tech they will be extremely successful even before reaching that point"  
[X Link](https://x.com/Democritus_A/status/1979983664818561172) [@Democritus_A](/creator/x/Democritus_A) 2025-10-19T18:51Z XXX followers, XXX engagements


"@MichelNantel Lol people still dont get $ASTS. I challenge them to try to estimate the size of the communications defence and IoT makers. And also try to understand the impact of the latest $VZ contract on the whole AST story. Btw I am fully bullish $ENVX but you people are funny"  
[X Link](https://x.com/Democritus_A/status/1979967795073823150) [@Democritus_A](/creator/x/Democritus_A) 2025-10-19T17:48Z XXX followers, XXX engagements


"@stefanpu13 @MichelNantel @thekookreport I generally agree with you. Different products different risks space is hard but them TAM is crazy big and the business plan is superb. Id also say that the tech is derisked considering that $VZ is the latest MNO to re-underwrite the whole deal by signing with $ASTS "  
[X Link](https://x.com/Democritus_A/status/1979982646127067590) [@Democritus_A](/creator/x/Democritus_A) 2025-10-19T18:47Z XXX followers, XXX engagements


"@hataf_capital Dude why didnt you ask ChatGPT to keep it shorter There are so many stupid points in this note but I will address only two right now.: 1) Launches are insured and 2) any investor worth their salt take into consideration the projected fully diluted number of shares"  
[X Link](https://x.com/Democritus_A/status/1980987968199512153) [@Democritus_A](/creator/x/Democritus_A) 2025-10-22T13:21Z XXX followers, XX engagements