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[@AlexfromBabylon](/creator/twitter/AlexfromBabylon)
"$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](https://x.com/AlexfromBabylon/status/1952038033286734050) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-08-03T16:05Z 6041 followers, 3803 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](https://x.com/AlexfromBabylon/status/1976591159398117842) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-10-10T10:10Z 6044 followers, 11.9K 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](https://x.com/AlexfromBabylon/status/1977817907112419413) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-10-13T19:25Z 6044 followers, 4974 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"  
[X Link](https://x.com/AlexfromBabylon/status/1977837778843877385) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-10-13T20:44Z 6044 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 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](https://x.com/AlexfromBabylon/status/1978395226344407524) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-10-15T09:39Z 6042 followers, 40.7K engagements


"$RKLB Potentially great news for Rocket Lab. Curious to see experts weigh on Neutron being large enough to do a standalone moon mission though. NG + Starship are way way larger"  
[X Link](https://x.com/AlexfromBabylon/status/1980264049129423067) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-10-20T13:25Z 6045 followers, 12.2K engagements


"@tottaway22 AT&T is considering selling Mexico is how I understand it"  
[X Link](https://x.com/AlexfromBabylon/status/1980539611903639714) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-10-21T07:40Z 6044 followers, XXX engagements


"$IREN I have seen this playbook all to often from the shorts. Posting about an event taking it completely out of context to suit their own narrative and then try to panic retail. Unfortunately that's all part of the game. What surprised me though is that I saw so many people panicking about this. This is the time where market makers are going to get rid of those paper hands. In the run-up the company attracted a lot of retail momentum crowd. If you are part of that group and this is a large position for you I encourage you to do more research because this road will be volatile. The great"  
[X Link](https://x.com/AlexfromBabylon/status/1980627501844967664) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-10-21T13:29Z 6044 followers, 27.3K 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](https://x.com/AlexfromBabylon/status/1964680950257783020) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-09-07T13:23Z 6044 followers, 23.1K 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](https://x.com/AlexfromBabylon/status/1973488091684835408) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-10-01T20:40Z 6047 followers, 8600 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](https://x.com/AlexfromBabylon/status/1978592539843199228) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-10-15T22:43Z 6047 followers, 18.8K engagements


"$IREN Remember as rule of thumb: Mainstream media will never be able to correctly predict the real AI bubble at the top. Even AI experts doing this on a daily basis cannot let alone people writing articels for a living. When mainstream call for the bubble it is still early earnings. The real crash at the top many doubles away they will never see coming. (not do I) All I know is sitting on the sidelines has been very expensive so far"  
[X Link](https://x.com/AlexfromBabylon/status/1980728590888313229) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-10-21T20:11Z 6044 followers, 3171 engagements


"$ASTS MNOs wondering how direct to cell Starlinks direct to cell offering is"  
[X Link](https://x.com/AlexfromBabylon/status/1980920439531868615) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-10-22T08:53Z 6047 followers, 5783 engagements


"$ASTS Lynk really trying hard to be relevant and on surface level this seems like a good move for them. Maybe in time they will get to a Starlink D2C mini type of offering. For AST I think it is also positive that Omnispace's very large global spectrum portfolio is now locked away in a project that will face years of delay and technology gap. That's way better then a company like Amazon stepping into this gap. The right D2C spectrum is getting very scarse these days"  
[X Link](https://x.com/AlexfromBabylon/status/1980922802619228528) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-10-22T09:02Z 6047 followers, 6562 engagements


"$NBIS $AUR As an update: I sold my starter position in Aurora. Again nothing related to the company nor what I have said below. Just as with my former positions sold I am always looking for better risk / rewards. To provide some perspective for the flip flop folks: no changes made in $IREN and $ASTS which represent 95%+ of the portfolio. My largest $ASTS position I already hold for X years nor plan to sell $IREN anytime soon. It's just that I started to appreciate Nebius more and more as addition to my $IREN investment since in a lot of ways these companies are complementary even though bulls"  
[X Link](https://x.com/AlexfromBabylon/status/1980960779688956397) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-10-22T11:33Z 6047 followers, 5069 engagements


"$ASTS Again people don't fully appreciate how much of a spectrum moat is being built by AST Spacemobile and how big the Ligado transaction was. Ligado set off a chain reaction in the industry for those paying attention. SpaceX has Echostar AST has Ligado SES/Lynk has Omnispace (non US) Apple has Globalstar and is not going to share. That leaves Iridium which could certainly require a strong partner but this is narrowband spectrum. Essentially the US broadband game is closed narrowband one player left. 3GPP players fighting for the scraps or will Amazon make this move to secure their own IOT"  
[X Link](https://x.com/AlexfromBabylon/status/1981012264502141119) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-10-22T14:58Z 6047 followers, 15K engagements


"$ASTS $IREN Shares only and limited margin and you sleep like a baby. I got something the market does not have right now. Time and patience Know what you own"  
[X Link](https://x.com/AlexfromBabylon/status/1981064400875176023) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-10-22T18:25Z 6047 followers, 2437 engagements


"$ASTS The real question is who is buying Iridiums global allocated narrowband spectrum. Would not surprise me if among others AST would make a play at some point"  
[X Link](https://x.com/AlexfromBabylon/status/1981356529526751249) [@AlexfromBabylon](/creator/x/AlexfromBabylon) 2025-10-23T13:46Z 6047 followers, 5714 engagements