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[@Defiantclient2](/creator/twitter/Defiantclient2)
"$ASTS: 🚨In a brand new article on @FierceNetwork_ Joe Madden of @MobileExperts1 says: "So far we see most use cases being outdoors. Hikers drones and cars are good examples. In studying the link budget for AST SpaceMobile I believe that most indoor users can also be served. The huge array on the AST-S spacecraft can receive the uplink signal through a typical buildings roof and probably through that of many vehicles. That opens up the market dramatically; after all we know that XX% of traffic is indoors and at least half of the outdoor traffic is inside a car train or other vehicle." Recall"  
[X Link](https://x.com/Defiantclient2/status/1976330112967536759) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-09T16:53Z 2475 followers, 14.2K engagements


"Depends on your risk tolerance. Without diving too deep into the options Greeks the more OTM the more risk and reward. Looking at recent history it seems clear to me that the stock can pop to $10+ quite easily with the right catalyst. The 10c will spike both because of delta and IV increase"  
[X Link](https://x.com/Defiantclient2/status/1976479197892911451) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-10T02:45Z 2475 followers, XXX engagements


"$ASTS: 🚨UPDATE -- The Antonov will be making its way to Midland on Saturday a day earlier than the guidance @AST_SpaceMobile provided And reconfirmation that the plane will transport BlueBird satellites plural. Edit: The plane could depart Saturday and arrive in Midland on Sunday but still -- nice to see specific timing and confirmation"  
[X Link](https://x.com/Defiantclient2/status/1976700866582430077) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-10T17:26Z 2475 followers, 16.3K engagements


"$ASTS: The EagleEye has a great need for ubiquitous high data connectivity in any environment including under trees and in war-torn buildings. This is something @AST_SpaceMobile can provide to any regular cellular modem which could be embedded into the product. @anduriltech is already partnered with @Meta for this and Meta is working with @VodafoneGroup and AST at the Malaga D2D hub. @PalmerLuckey is also an investor in AST. Do the dots connect I think so"  
[X Link](https://x.com/Defiantclient2/status/1977959629071270095) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-14T04:48Z 2475 followers, 6337 engagements


"@TitaniumSV5 So BB6 could arrive at the launch site as soon as by the end of Wednesday ✍"  
[X Link](https://x.com/Defiantclient2/status/1978329101803864447) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-15T05:16Z 2474 followers, 1077 engagements


"@tuff_4r Indeed -- Verizon DA and Ligado court case settlement are better examples. These were not uncertainties for SpaceMob. Market bought it up thinking they were uncertainties"  
[X Link](https://x.com/Defiantclient2/status/1978586970017165408) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-15T22:21Z 2471 followers, 2519 engagements


"@adgiachino @techinvestoor @Reformed_Trader They have $1.55B and just opened access to an $800M ATM. The first XX to XX satellites are fully funded even without any use of the $800M ATM. Theyre not running out of money any time soon"  
[X Link](https://x.com/Defiantclient2/status/1978645239138042079) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-16T02:12Z 2479 followers, XXX engagements


"$AUR: 🚨AURORA INNOVATION AND RUSSELL TRANSPORTATION COMPLETES FIRST DRIVERLESS FREIGHT LOAD FROM EL PASO TO DALLAS AND BACK Executive VP & COO of Russell Transport says: "Were proud to announce that Russell has successfully completed its first driverless freight load moving a shipment autonomously from El Paso to Dallas and back in partnership with Aurora. This milestone places Russell at the forefront of innovation in the transportation industry making us one of the first asset-based carriers in the U.S. to deploy autonomous trucks in live freight operations. This achievement is not just a"  
[X Link](https://x.com/Defiantclient2/status/1971089964730548615) [@Defiantclient2](/creator/x/Defiantclient2) 2025-09-25T05:50Z 2483 followers, 8305 engagements


"Yup. For VW they want to make a Unified Cell. Theyre currently working on it as we speak with full intent to get SSBs into EVs. For another OEM such as perhaps Tesla the QSE-5 may be suitable for quicker commercialization. I have a big DD thread on Panasonic which if true means theyre going for commercialization by late 2027"  
[X Link](https://x.com/Defiantclient2/status/1977948296422572144) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-14T04:03Z 2483 followers, XXX engagements


"$ASTS XXX Quick summary of why @AST_SpaceMobile is better suited for D2D than Starlink 👇"  
[X Link](https://x.com/Defiantclient2/status/1978712414171677053) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-16T06:39Z 2483 followers, 7584 engagements


"@TMobileBusiness "No new hardware required" but only specific phones are compatible Very misleading marketing"  
[X Link](https://x.com/Defiantclient2/status/1978723052746592417) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-16T07:21Z 2483 followers, XXX engagements


"$ASTS: SpaceX/Starlink now wants to have as many as 44988 satellites in VLEO + LEO with some as low as XXX km to XXX km. How often will these satellites need to be replaced and what will that cost them Every X to X years How many satellites will need to be launched on a yearly basis to sustain such a constellation "The proposal for the 15000 satellite system arrives a year after SpaceX made an earlier FCC request to operate up to 29988 satellites for home broadband-focused Starlink service with the goal of delivering gigabit speeds." "In November the FCC cleared SpaceX to orbit some Starlink"  
[X Link](https://x.com/Defiantclient2/status/1969152952591139023) [@Defiantclient2](/creator/x/Defiantclient2) 2025-09-19T21:33Z 2491 followers, 7753 engagements


"@mikeddano @mike_robuck Bullish for when @AST_SpaceMobile gets their service up"  
[X Link](https://x.com/Defiantclient2/status/1979214970702434837) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-17T15:56Z 2492 followers, XXX engagements


"$PGY: I've initiated a position in @Pagayaltd. I'm just going with shares on this one at $XX as the calls are quite expensive for my liking and I am not overly convicted. I think they have unjustifiably fallen in price over the last few weeks due to an erroneous report that has since been corrected while the stock price has not corrected upwards: I'm also optimistic about the stock correcting itself at its upcoming quarterly earnings call estimated to be on November XX 2025. I am considering the Jan 2026 45c for this trade but I haven't entered. High level summaries: Must follow for $PGY"  
[X Link](https://x.com/Defiantclient2/status/1976332666996961660) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-09T17:03Z 2494 followers, 7431 engagements


"@AlamoInvesting Its definitely very cheap here. I really like the risk to reward profile on $PGY"  
[X Link](https://x.com/Defiantclient2/status/1977478467051831333) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-12T20:56Z 2494 followers, 1074 engagements


"$ASTS: There's a lot that feels 'priced in' only because SpaceMob is fucking crazy and we found these catalysts months ago. For many other investors they know nothing. And when things hit the tape SpaceMob won't be surprised but everyone else will be"  
[X Link](https://x.com/Defiantclient2/status/1978580466434445447) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-15T21:55Z 2497 followers, 55.5K engagements


"@anduriltech How will this work in a wartorn environment with no cell signal"  
[X Link](https://x.com/Defiantclient2/status/1978659785365934571) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-16T03:10Z 2497 followers, 3584 engagements


"@EventuallyWLTHY The more I read about $PGY the more I wanna slap more shares"  
[X Link](https://x.com/Defiantclient2/status/1978741758872707290) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-16T08:36Z 2495 followers, 1044 engagements


"Starlink Direct To Cell isnt able to offer the bandwidth required for EagleEye. Starlink struggles to deliver a video call using a lite version of WhatsApp that is throttled specifically for Starlink. In addition Starlink requires a line of sight to sky to connect. This is not viable when soldiers are expected to be under foliage or within buildings. This is true both for their direct to cell service as well as their dish service. Need a satellite service that can deliver high data throughout indoors and seamlessly. Starlink isnt that"  
[X Link](https://x.com/Defiantclient2/status/1979067019539681683) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-17T06:08Z 2494 followers, XXX engagements


"$ASTS: Reminder that the chad @AbelAvellan has continued to take a $X salary in his position as CEO of @AST_SpaceMobile. The only form of compensation that he liquidated so far is that in November 2024 he essentially sold a collar on X% of his shares. Abel knows what he owns"  
[X Link](https://x.com/Defiantclient2/status/1979292424980828242) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-17T21:04Z 2497 followers, 36.8K engagements


"$ASTS $VZ: @Verizon teases upcoming satellite features on their website Pretty sure this wasn't on their website until recently (probably aligned with their definitive agreement with @AST_SpaceMobile): - Text in group chats - Send photos over text - Make video calls - Send an email - Use navigation - Browse internet"  
[X Link](https://x.com/Defiantclient2/status/1979832141317112236) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-19T08:49Z 2497 followers, 23.9K engagements


"$QS: A few have been asking -- here's my list of favourite DD links: Read the latest quarterly presentations and shareholder letters: Full report partially paywalled: High level summary: High level summary: CTO speaks in June: JKeynes multiple DD links: Summary of TSLA speculation: Toyota nuggets are found here: Panasonic DD:"  
[X Link](https://x.com/Defiantclient2/status/1977883912136478877) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-13T23:47Z 2497 followers, 29.9K engagements


"you shouldnt complain about a pre-revenue company making. no revenue. Think of ASTS like a dam that's been under construction for X years and need around one more year until completion. However they already have tons of customers waiting for the dam to start generating electricity for them to buy. So many customers that the demand is oversubscribed. All it takes is completion of the dam. How do you value such a thing that is about to print revenue overnight once it's ready to go Should you value it based on "no revenue for the last X years during construction" Definitely not. It's about"  
[X Link](https://x.com/Defiantclient2/status/1978625086958789067) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-16T00:52Z 2497 followers, 37.6K engagements


"I think the recent rise to 90s has been a combination of: - specific catalysts such as the Verizon definitive agreement and Ligado transaction being finalized - BB6 finally being done for real with BB7 shipping this month - new investors beginning to understand the D2D market and realizing that the writing is on the wall for @AST_SpaceMobile - new attention to AST because of SpaceXs $19B acquisition of EchoStars S band spectrum serving as super confirmation of ASTs business - momentum stocks in general are all doing well due to various macro factors - shorts covering based on all of the above"  
[X Link](https://x.com/Defiantclient2/status/1978648941320339671) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-16T02:27Z 2496 followers, 1707 engagements


"@StarboyWLK @AbelAvellan @AST_SpaceMobile It's to remind us that we are merely His subjects"  
[X Link](https://x.com/Defiantclient2/status/1979344087070445731) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-18T00:29Z 2496 followers, XXX engagements


"What new innovation QuantumScape has the only confirmed no-compromise solid state battery technology. For scaling OEMs that don't have the ceramic manufacturing experience can source the ceramic separators from either Murata in Japan or Corning in the US -- that's why $QS signed those Murata and Corning partnerships this year. I am not sure if you've been keeping up with the latest news on @QuantumScapeCo"  
[X Link](https://x.com/Defiantclient2/status/1979837908065665428) [@Defiantclient2](/creator/x/Defiantclient2) 2025-10-19T09:11Z 2497 followers, XXX engagements