[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @AlexfromBabylon Alexander Alexander posts on X about $asts, $rklb, spacex, build a the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1709523382461411329/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +44% - X Months XXXXXXXXX +54% - X Year XXXXXXXXX +160% ### Mentions: XX [#](/creator/twitter::1709523382461411329/posts_active)  - X Month XXX +7.20% - X Months XXX +52% - X Year XXX +34% ### Followers: XXXXX [#](/creator/twitter::1709523382461411329/followers)  - X Week XXXXX +0.84% - X Month XXXXX +5.50% - X Months XXXXX +48% - X Year XXXXX +129% ### CreatorRank: XXXXXXX [#](/creator/twitter::1709523382461411329/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [celebrities](/list/celebrities) XXXXX% [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [exchanges](/list/exchanges) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$asts](/topic/$asts) #47, [$rklb](/topic/$rklb) #58, [spacex](/topic/spacex) #691, [build a](/topic/build-a) 7.14%, [elon musk](/topic/elon-musk) #3040, [$iren](/topic/$iren) #33, [ast](/topic/ast) 7.14%, [if you](/topic/if-you) 4.76%, [eu](/topic/eu) #1198, [acquisition](/topic/acquisition) #1527 **Top accounts mentioned or mentioned by** [@jiahanjimliu](/creator/undefined) [@juliusreynolds](/creator/undefined) [@freespeech1017](/creator/undefined) [@snarfmcsnarf](/creator/undefined) [@markosaaig](/creator/undefined) [@tebbsmichael](/creator/undefined) [@starlink](/creator/undefined) [@elonmusk](/creator/undefined) [@spacex](/creator/undefined) [@dwdinvesting](/creator/undefined) [@roadtoautonomy](/creator/undefined) [@drtomslens](/creator/undefined) [@mvcinvesting](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@grok](/creator/undefined) [@hypertechinvest](/creator/undefined) [@aarontburnett](/creator/undefined) [@um87777](/creator/undefined) [@humainaithe](/creator/undefined) [@mottbox](/creator/undefined) **Top assets mentioned** [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [IREN Limited (IREN)](/topic/$iren) [Tesla, Inc. (TSLA)](/topic/tesla) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Viasat Inc (VSAT)](/topic/$vsat) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Auroracoin (AUR)](/topic/$aur) [Globalstar, Inc. (GSAT)](/topic/$gsat) [Moeda Loyalty Points (MDA)](/topic/$mda) [Planet Labs PBC (PL)](/topic/$pl) [BlackSky Technology Inc. (BKSY)](/topic/$bksy) ### Top Social Posts Top posts by engagements in the last XX hours "$RKLB $ASTS It's important to keep things factual without being over emotional because your entire net worth is a single asset. Per Adam Spice Neutron costs roughly $XX million per launch at scale for 13000 kg reusable that roughly $2150 per kg. Launching as external customer on NG is $XX million per 45000 kg that is roughly $1510 per kg. So on a KG basis as a megaconstellation customer you don't need to own an MLV if a HLV is available at scale. But let's evaluate on a per satellite basis for AST since we are not launching kilograms but full satellites. At scale on NG base configuration AST" [X Link](https://x.com/AlexfromBabylon/status/1995145798682603589) 2025-11-30T15:00Z 6615 followers, 44.5K engagements "$RKLB I think the chances are high Rocket Lab will partner with hyperscaler(s) to built space based datacenters and become the IREN of the space industry. Even if you assume Tesla will leverage SpaceX Amazon will leverage its internal Kuiper division and even if you stretch it saying Google will use its portfolio companies (Planet/AST etc.) Then there is still Microsoft Meta Oracle OpenAI and others who will need cheap space based infrastructure to run orbital compute. This is probably the largest space application opportunity I have seen so far for Rocket Lab in 5-10years+ and they are" [X Link](https://x.com/AlexfromBabylon/status/1996549621774958848) 2025-12-04T11:58Z 6601 followers, 26.5K engagements "$RKLB $ASTS If SpaceX will IPO in 2026 things will get crazy for these two space companies" [X Link](https://x.com/AlexfromBabylon/status/1998504948338917551) 2025-12-09T21:28Z 6615 followers, 7143 engagements "@um87777 They missed commercial satcom. This is the next big thing and they are well positioned" [X Link](https://x.com/AlexfromBabylon/status/1998809128559607947) 2025-12-10T17:36Z 6615 followers, XXX engagements "$IREN Let me share some thoughts: First of all as being a space investor for multiple years and following the industry in depth I can confidently say this wont effect IREN for the next XX year plus+ so irrelevant for your investment today. Physically it is entirely possible to space based datacenters since most of the technology enablers are maturing or close to maturing. Besides SpaceX Blue Origin and Rocket Lab sent stuff to Mars and the Moon this is harder then inserting GPUs in satellites and solving the cooling and heating. The industry brightest are close to figuring it out. As a rule" [X Link](https://x.com/AlexfromBabylon/status/1998848975902822564) 2025-12-10T20:15Z 6615 followers, 4623 engagements "$ASTS Ironically all major space companies are primarly focused on the keys to space and thats the reason AST does not have to. All AST has to do is build a way more valuable product based on first principles built on the rails laid out by the rocket companies. The rocket companies who have scathered resources and legacy tech are all over the place have a hard time competing. What was first a risky bet is slowly turning into a super power Its an unfair advantage" [X Link](https://x.com/AlexfromBabylon/status/1977817907112419413) 2025-10-13T19:25Z 6602 followers, 5022 engagements "$ASTS BREAKING: AST SPACEMOBILE SIGNS XX YEAR STRATEGIC PARTNERSHIP WITH SAUDI TELECOM COMPANY FOR A MINIMAL CONTRACT VALUE OF ATLEAST XXX BILLION BUT LIKELY HIGHER. How did I arrive at the figure Saudi exchange rules require disclosure for contracts that exceed X% of STC revenues as per audited financial statements 2024. Revenue per audited financial statements for 2024 is 202B USD meaning STC expects atleast XXX billion of revenue from this relationship over the next XX 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 6601 followers, 6078 engagements "$VSAT Enterprise customer count is currently dropping on a daily basis. The disruption is real. Free fall imminent over the next X years" [X Link](https://x.com/AlexfromBabylon/status/1989352434599428535) 2025-11-14T15:19Z 6601 followers, 1738 engagements "$ASTS Very telling that KSA went with AST even though they are best buddies with Elon & co. There must be a very big gap in capabilities to justify going the AST route" [X Link](https://x.com/AlexfromBabylon/status/1991229869154312411) 2025-11-19T19:39Z 6601 followers, 7701 engagements "$RKLB Per Reuters sources the winners for SBI grants are Northrop Grumman True Anomaly Lockheed Martin Anduril" [X Link](https://x.com/AlexfromBabylon/status/1993842906159841351) 2025-11-27T00:42Z 6601 followers, 22.7K engagements "$ASTS The Northern European market is largely controlled by Telenor and Telia. Expect both to sign up with Satco. Telenor has XXXXX million mobile subs also covering now uncovered Asian markets like Thailand Pakistan Bangladesh etc. Telia has north of XX million mobile subs. From Telenor we know they announced a procurement partnership with Vodafone. It's not hard to see where this will lead too. Below a printscreen of what Telia said in its 2024 annual report. Maintain strategic control of assets leveraging partners = AST Spacemobile Satco venture. Exciting times ahead for Satco" [X Link](https://x.com/AlexfromBabylon/status/1994798997513306346) 2025-11-29T16:01Z 6600 followers, 8564 engagements "$ASTS Love the company but at this point in time its completely fair to discount their set goals going forward. So I expect BB6 launched in December BB7 in Februari and F9 in March. Then probably six on NG in April/May. Even if they pull the above of that's still XX birds in space by end of May 2026. It's on the one hand important to keep it real but also keep in mind that if the above plays out we are really going in the right direction at the same time" [X Link](https://x.com/AlexfromBabylon/status/1995773319266603304) 2025-12-02T08:33Z 6600 followers, 21.1K engagements "$ASTS So many people on X are in first stage denial about the medium term implications of New Glenn at scale and how AST stands to benefit. So let's recap what happened: Jeff spent $10B of his own funds developing the second most advanced launch vehicle in the world after Starship with a base and super heavy configuration. After years of delays and now new leadership New Glenn made splash entrance with two succesful launches and a clean re-entry in 2025 and a significant ramp going forward based on a very hardware rich production schedule. AST was the first commercial company after Amazon to" [X Link](https://x.com/AlexfromBabylon/status/1995834761957261334) 2025-12-02T12:37Z 6600 followers, 12.7K engagements "$IREN For everyone looking to enter into position today was a good day. Even if you are not a fully convinced bull on the hyperscaler for hyperscaler narrative this will offer an attractive setup on SW1 colocation XXX deal which will be announced before April 2026. Key to point out that management never misses a deadline" [X Link](https://x.com/AlexfromBabylon/status/1996000534101135853) 2025-12-02T23:36Z 6604 followers, 8327 engagements "@jiahanjimliu $AUR is very interesting but I am out of cash to deploy" [X Link](https://x.com/AlexfromBabylon/status/1996126663394877537) 2025-12-03T07:57Z 6599 followers, XXX engagements "$ASTS Bears are still convinced that Echostar / SpaceX are going to retain S-band rights in EU 🤣" [X Link](https://x.com/AlexfromBabylon/status/1997345830886392054) 2025-12-06T16:42Z 6601 followers, 9499 engagements "@RealMattMoney Fair point Matt that will be important especially for early builds. Long term I expect a hybrid but demand will explode for SolAero regardless" [X Link](https://x.com/AlexfromBabylon/status/1997769158780396018) 2025-12-07T20:44Z 6602 followers, XXX engagements "@FREESPEECH1017 @Megaconstellati @Starlink @elonmusk @SpaceX Lol this is a delusional take🤣 Proximus is a small national carrier in the EU and small services now does not replace the fact the entire band was close to unutilized past XX years. This does not even factor in the Elon nazi comments 🤣🤣🤣🤣🤣🤣" [X Link](https://x.com/AlexfromBabylon/status/1998103152164560986) 2025-12-08T18:51Z 6602 followers, XX engagements "I am not even going to start arguing with you because your reading skills are at the level of a X year old. What you got completely wrong is that I never said ot is zero or one but that the future is hybrid but that as percentage of buildout the silicons will win terrain over time. Completely different then your GPT take. Did ypu even read in the correct info in Gemini" [X Link](https://x.com/AlexfromBabylon/status/1998299889831158035) 2025-12-09T07:53Z 6602 followers, XXX engagements "$RKLB $MDA This was one of the reasons I lost interest in the commercial satellites building business. The customers for those offerings are as we speak being disrupted by vertically integrated builders like AST and SpaceX. That was quite predictable for quite some time now. Rocket Lab made a smart strategic pivot by doubling down on the US GOV business with the acquisitions. I think Rocket Labs model works best there. In retrospect they were quite lucky to lose those commercial constellations bids to MDA. That will be an uncertain business going forward but still a bummer that they missed" [X Link](https://x.com/AlexfromBabylon/status/1984292285333274655) 2025-10-31T16:12Z 6605 followers, 11.9K engagements "$NIBS $IREN XX% of the FinX neocloud content is a comparison between IREN and Nebius while in the real world they barely compete. I attribute a large part of this confusion to the term Neocloud which is a general description for in a reality specialized fragmented market. In reality Nebius is primarly competing with for enterprise workloads: Hyperscalers Databricks FireworksAI TogetherAI Fluidstack IREN is primarly competing with for providing bare metal services to hyperscalers / AI Labs / Platform aggregators mentioned above: Coreweave Crusoe Nscale What makes this more vague is that" [X Link](https://x.com/AlexfromBabylon/status/1993708719318680039) 2025-11-26T15:49Z 6612 followers, 29.7K engagements "$ASTS BREAKING: Sunday released draft NDAA 2026 DOD bill confirms that for acquisition and operation of space systems for warfighting and control they will also leverage commercial space systems if such systems are under the direction of a member of the armed forces (Space Force) In this case the key term is "under the direction" which is not further defined in this draft but one can make a reasonable interpretation in that the commercial system doesnt have to be owned build or launched by the military but when the military uses it for space warfighting and control a military commander (not a" [X Link](https://x.com/AlexfromBabylon/status/1998003474974359909) 2025-12-08T12:15Z 6613 followers, 10.6K engagements "$ASTS Must watch in why I think AST and Starlink have an unfair advantage by using their direct to cell stack and potentially combining that with space based datacenters. Brilliant take from @GavinSBaker" [X Link](https://x.com/AlexfromBabylon/status/1998566009159205000) 2025-12-10T01:30Z 6615 followers, 5092 engagements "@RogerEntner @Starlink @elonmusk @AST_SpaceMobile @Amazonleo This is joke right You are mixing up fixed broadband and direct X device" [X Link](https://x.com/AlexfromBabylon/status/1998840615614714360) 2025-12-10T19:41Z 6615 followers, XX engagements "$ASTS HE JUST SAID IT VERY CLEARLY: WE WILL BE INVOLVED IN GOLDEN DOME OVERTIME - Scott Wisniewski (Fireside chat at UBS Global Media and Communication conference)" [X Link](https://x.com/AlexfromBabylon/status/1998202287135822199) 2025-12-09T01:25Z 6615 followers, 15.8K engagements "@jiahanjimliu X. Never disputed that just clarified my thinking. This will mainly be for rural. X. This is simply how Elon plays. Costs will go down when full reusable aarives. X. Grok this you are wrong. Redudant coms will be required even by regulators" [X Link](https://x.com/AlexfromBabylon/status/1998866160310432136) 2025-12-10T21:23Z 6615 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@AlexfromBabylon Alexander
Alexander posts on X about $asts, $rklb, spacex, build a the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +44%
- X Months XXXXXXXXX +54%
- X Year XXXXXXXXX +160%
Mentions: XX #
- X Month XXX +7.20%
- X Months XXX +52%
- X Year XXX +34%
Followers: XXXXX #
- X Week XXXXX +0.84%
- X Month XXXXX +5.50%
- X Months XXXXX +48%
- X Year XXXXX +129%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXXX% celebrities XXXXX% finance XXXX% technology brands XXXX% countries XXXX% cryptocurrencies XXXX% automotive brands XXXX% exchanges XXXX% currencies XXXX%
Social topic influence $asts #47, $rklb #58, spacex #691, build a 7.14%, elon musk #3040, $iren #33, ast 7.14%, if you 4.76%, eu #1198, acquisition #1527
Top accounts mentioned or mentioned by @jiahanjimliu @juliusreynolds @freespeech1017 @snarfmcsnarf @markosaaig @tebbsmichael @starlink @elonmusk @spacex @dwdinvesting @roadtoautonomy @drtomslens @mvcinvesting @aleabitoreddit @grok @hypertechinvest @aarontburnett @um87777 @humainaithe @mottbox
Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB) IREN Limited (IREN) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Viasat Inc (VSAT) Lockheed Martin Corporation (LMT) Auroracoin (AUR) Globalstar, Inc. (GSAT) Moeda Loyalty Points (MDA) Planet Labs PBC (PL) BlackSky Technology Inc. (BKSY)
Top Social Posts
Top posts by engagements in the last XX hours
"$RKLB $ASTS It's important to keep things factual without being over emotional because your entire net worth is a single asset. Per Adam Spice Neutron costs roughly $XX million per launch at scale for 13000 kg reusable that roughly $2150 per kg. Launching as external customer on NG is $XX million per 45000 kg that is roughly $1510 per kg. So on a KG basis as a megaconstellation customer you don't need to own an MLV if a HLV is available at scale. But let's evaluate on a per satellite basis for AST since we are not launching kilograms but full satellites. At scale on NG base configuration AST"
X Link 2025-11-30T15:00Z 6615 followers, 44.5K engagements
"$RKLB I think the chances are high Rocket Lab will partner with hyperscaler(s) to built space based datacenters and become the IREN of the space industry. Even if you assume Tesla will leverage SpaceX Amazon will leverage its internal Kuiper division and even if you stretch it saying Google will use its portfolio companies (Planet/AST etc.) Then there is still Microsoft Meta Oracle OpenAI and others who will need cheap space based infrastructure to run orbital compute. This is probably the largest space application opportunity I have seen so far for Rocket Lab in 5-10years+ and they are"
X Link 2025-12-04T11:58Z 6601 followers, 26.5K engagements
"$RKLB $ASTS If SpaceX will IPO in 2026 things will get crazy for these two space companies"
X Link 2025-12-09T21:28Z 6615 followers, 7143 engagements
"@um87777 They missed commercial satcom. This is the next big thing and they are well positioned"
X Link 2025-12-10T17:36Z 6615 followers, XXX engagements
"$IREN Let me share some thoughts: First of all as being a space investor for multiple years and following the industry in depth I can confidently say this wont effect IREN for the next XX year plus+ so irrelevant for your investment today. Physically it is entirely possible to space based datacenters since most of the technology enablers are maturing or close to maturing. Besides SpaceX Blue Origin and Rocket Lab sent stuff to Mars and the Moon this is harder then inserting GPUs in satellites and solving the cooling and heating. The industry brightest are close to figuring it out. As a rule"
X Link 2025-12-10T20:15Z 6615 followers, 4623 engagements
"$ASTS Ironically all major space companies are primarly focused on the keys to space and thats the reason AST does not have to. All AST has to do is build a way more valuable product based on first principles built on the rails laid out by the rocket companies. The rocket companies who have scathered resources and legacy tech are all over the place have a hard time competing. What was first a risky bet is slowly turning into a super power Its an unfair advantage"
X Link 2025-10-13T19:25Z 6602 followers, 5022 engagements
"$ASTS BREAKING: AST SPACEMOBILE SIGNS XX YEAR STRATEGIC PARTNERSHIP WITH SAUDI TELECOM COMPANY FOR A MINIMAL CONTRACT VALUE OF ATLEAST XXX BILLION BUT LIKELY HIGHER. How did I arrive at the figure Saudi exchange rules require disclosure for contracts that exceed X% of STC revenues as per audited financial statements 2024. Revenue per audited financial statements for 2024 is 202B USD meaning STC expects atleast XXX billion of revenue from this relationship over the next XX years. In addition is also states: The final value is not fixed and depends on the volume of transactions where stc will"
X Link 2025-10-29T13:31Z 6601 followers, 6078 engagements
"$VSAT Enterprise customer count is currently dropping on a daily basis. The disruption is real. Free fall imminent over the next X years"
X Link 2025-11-14T15:19Z 6601 followers, 1738 engagements
"$ASTS Very telling that KSA went with AST even though they are best buddies with Elon & co. There must be a very big gap in capabilities to justify going the AST route"
X Link 2025-11-19T19:39Z 6601 followers, 7701 engagements
"$RKLB Per Reuters sources the winners for SBI grants are Northrop Grumman True Anomaly Lockheed Martin Anduril"
X Link 2025-11-27T00:42Z 6601 followers, 22.7K engagements
"$ASTS The Northern European market is largely controlled by Telenor and Telia. Expect both to sign up with Satco. Telenor has XXXXX million mobile subs also covering now uncovered Asian markets like Thailand Pakistan Bangladesh etc. Telia has north of XX million mobile subs. From Telenor we know they announced a procurement partnership with Vodafone. It's not hard to see where this will lead too. Below a printscreen of what Telia said in its 2024 annual report. Maintain strategic control of assets leveraging partners = AST Spacemobile Satco venture. Exciting times ahead for Satco"
X Link 2025-11-29T16:01Z 6600 followers, 8564 engagements
"$ASTS Love the company but at this point in time its completely fair to discount their set goals going forward. So I expect BB6 launched in December BB7 in Februari and F9 in March. Then probably six on NG in April/May. Even if they pull the above of that's still XX birds in space by end of May 2026. It's on the one hand important to keep it real but also keep in mind that if the above plays out we are really going in the right direction at the same time"
X Link 2025-12-02T08:33Z 6600 followers, 21.1K engagements
"$ASTS So many people on X are in first stage denial about the medium term implications of New Glenn at scale and how AST stands to benefit. So let's recap what happened: Jeff spent $10B of his own funds developing the second most advanced launch vehicle in the world after Starship with a base and super heavy configuration. After years of delays and now new leadership New Glenn made splash entrance with two succesful launches and a clean re-entry in 2025 and a significant ramp going forward based on a very hardware rich production schedule. AST was the first commercial company after Amazon to"
X Link 2025-12-02T12:37Z 6600 followers, 12.7K engagements
"$IREN For everyone looking to enter into position today was a good day. Even if you are not a fully convinced bull on the hyperscaler for hyperscaler narrative this will offer an attractive setup on SW1 colocation XXX deal which will be announced before April 2026. Key to point out that management never misses a deadline"
X Link 2025-12-02T23:36Z 6604 followers, 8327 engagements
"@jiahanjimliu $AUR is very interesting but I am out of cash to deploy"
X Link 2025-12-03T07:57Z 6599 followers, XXX engagements
"$ASTS Bears are still convinced that Echostar / SpaceX are going to retain S-band rights in EU 🤣"
X Link 2025-12-06T16:42Z 6601 followers, 9499 engagements
"@RealMattMoney Fair point Matt that will be important especially for early builds. Long term I expect a hybrid but demand will explode for SolAero regardless"
X Link 2025-12-07T20:44Z 6602 followers, XXX engagements
"@FREESPEECH1017 @Megaconstellati @Starlink @elonmusk @SpaceX Lol this is a delusional take🤣 Proximus is a small national carrier in the EU and small services now does not replace the fact the entire band was close to unutilized past XX years. This does not even factor in the Elon nazi comments 🤣🤣🤣🤣🤣🤣"
X Link 2025-12-08T18:51Z 6602 followers, XX engagements
"I am not even going to start arguing with you because your reading skills are at the level of a X year old. What you got completely wrong is that I never said ot is zero or one but that the future is hybrid but that as percentage of buildout the silicons will win terrain over time. Completely different then your GPT take. Did ypu even read in the correct info in Gemini"
X Link 2025-12-09T07:53Z 6602 followers, XXX engagements
"$RKLB $MDA This was one of the reasons I lost interest in the commercial satellites building business. The customers for those offerings are as we speak being disrupted by vertically integrated builders like AST and SpaceX. That was quite predictable for quite some time now. Rocket Lab made a smart strategic pivot by doubling down on the US GOV business with the acquisitions. I think Rocket Labs model works best there. In retrospect they were quite lucky to lose those commercial constellations bids to MDA. That will be an uncertain business going forward but still a bummer that they missed"
X Link 2025-10-31T16:12Z 6605 followers, 11.9K engagements
"$NIBS $IREN XX% of the FinX neocloud content is a comparison between IREN and Nebius while in the real world they barely compete. I attribute a large part of this confusion to the term Neocloud which is a general description for in a reality specialized fragmented market. In reality Nebius is primarly competing with for enterprise workloads: Hyperscalers Databricks FireworksAI TogetherAI Fluidstack IREN is primarly competing with for providing bare metal services to hyperscalers / AI Labs / Platform aggregators mentioned above: Coreweave Crusoe Nscale What makes this more vague is that"
X Link 2025-11-26T15:49Z 6612 followers, 29.7K engagements
"$ASTS BREAKING: Sunday released draft NDAA 2026 DOD bill confirms that for acquisition and operation of space systems for warfighting and control they will also leverage commercial space systems if such systems are under the direction of a member of the armed forces (Space Force) In this case the key term is "under the direction" which is not further defined in this draft but one can make a reasonable interpretation in that the commercial system doesnt have to be owned build or launched by the military but when the military uses it for space warfighting and control a military commander (not a"
X Link 2025-12-08T12:15Z 6613 followers, 10.6K engagements
"$ASTS Must watch in why I think AST and Starlink have an unfair advantage by using their direct to cell stack and potentially combining that with space based datacenters. Brilliant take from @GavinSBaker"
X Link 2025-12-10T01:30Z 6615 followers, 5092 engagements
"@RogerEntner @Starlink @elonmusk @AST_SpaceMobile @Amazonleo This is joke right You are mixing up fixed broadband and direct X device"
X Link 2025-12-10T19:41Z 6615 followers, XX engagements
"$ASTS HE JUST SAID IT VERY CLEARLY: WE WILL BE INVOLVED IN GOLDEN DOME OVERTIME - Scott Wisniewski (Fireside chat at UBS Global Media and Communication conference)"
X Link 2025-12-09T01:25Z 6615 followers, 15.8K engagements
"@jiahanjimliu X. Never disputed that just clarified my thinking. This will mainly be for rural. X. This is simply how Elon plays. Costs will go down when full reusable aarives. X. Grok this you are wrong. Redudant coms will be required even by regulators"
X Link 2025-12-10T21:23Z 6615 followers, XXX engagements