# ![@Defiantclient2 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1934154766596308992.png) @Defiantclient2 Kevin Chen

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

### Engagements: [-------] [#](/creator/twitter::1934154766596308992/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1934154766596308992/c:line/m:interactions.svg)

- [--] Week [-------] -32%
- [--] Month [-------] +101%
- [--] Months [---------] +892%

### Mentions: [--] [#](/creator/twitter::1934154766596308992/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1934154766596308992/c:line/m:posts_active.svg)

- [--] Week [--] -11%
- [--] Month [---] +22%
- [--] Months [---] +277%

### Followers: [-----] [#](/creator/twitter::1934154766596308992/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1934154766596308992/c:line/m:followers.svg)

- [--] Week [-----] +1.50%
- [--] Month [-----] +11%
- [--] Months [-----] +211%

### CreatorRank: [-------] [#](/creator/twitter::1934154766596308992/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1934154766596308992/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  27.01% [finance](/list/finance)  18.25% [stocks](/list/stocks)  12.41% [countries](/list/countries)  5.11% [celebrities](/list/celebrities)  3.65% [social networks](/list/social-networks)  2.19% [automotive brands](/list/automotive-brands)  2.19% [products](/list/products)  1.46% [exchanges](/list/exchanges)  1.46% [cryptocurrencies](/list/cryptocurrencies)  1.46%

**Social topic influence**
[$asts](/topic/$asts) #39, [spacex](/topic/spacex) #973, [$qs](/topic/$qs) #26, [ai](/topic/ai) 5.11%, [the first](/topic/the-first) 4.38%, [xai](/topic/xai) 4.38%, [debt](/topic/debt) 3.65%, [in the](/topic/in-the) 3.65%, [ceo](/topic/ceo) 3.65%, [$glw](/topic/$glw) 2.19%

**Top accounts mentioned or mentioned by**
[@astspacemobile](/creator/undefined) [@spacex](/creator/undefined) [@kuehck1](/creator/undefined) [@grok](/creator/undefined) [@quantumscapeco](/creator/undefined) [@spacanpanman](/creator/undefined) [@starlink](/creator/undefined) [@ivanhri91235556](/creator/undefined) [@dwdinvesting](/creator/undefined) [@pcmag](/creator/undefined) [@firstsquawk](/creator/undefined) [@puffery69](/creator/undefined) [@catseapex](/creator/undefined) [@telstra](/creator/undefined) [@xai](/creator/undefined) [@att](/creator/undefined) [@fcc](/creator/undefined) [@blueorigin](/creator/undefined) [@amazonleo](/creator/undefined) [@5xsuitor](/creator/undefined)

**Top assets mentioned**
[AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [QuantumScape Corporation (QS)](/topic/$qs) [Corning Incorporated (GLW)](/topic/$glw) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Planet Labs PBC (PL)](/topic/$pl) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Arm Holdings plc (ARM)](/topic/$arm) [Tempus AI, Inc. (TEM)](/topic/$tem) [Freshworks Inc. (FRSH)](/topic/$frsh) [UiPath, Inc. (PATH)](/topic/$path) [GitLab Inc. (GTLB)](/topic/$gtlb) [AT&T Inc. (T)](/topic/$t) [Globalstar, Inc. (GSAT)](/topic/$gsat) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [Tesla, Inc. (TSLA)](/topic/tesla) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Nokia Corporation (NOK)](/topic/$nok) [Verizon Communications Inc. (VZ)](/topic/$vz) [Sandisk Corporation (SNDK)](/topic/$sndk) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Boeing Co (BA)](/topic/$ba) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ASTS: @AST_SpaceMobile finally made it into Tranche #3 of the Missile Defense Agency (MDA) SHIELD Multiple Award IDIQ Contract h/t: u/thetrny on Reddit Notice of Awards - January [--] [----] Following the initial tranche of [----] awards announced December [--] [----] and the second tranche of [----] awards announced December [--] [----] the Missile Defense Agency (MDA) has made an additional [---] awards under the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) Multiple Award Indefinite-Delivery Indefinite-Quantity (IDIQ) Contract. A list of awardees is attached along with their respective"  
[X Link](https://x.com/Defiantclient2/status/2011935819448402017)  2026-01-15T22:57Z [----] followers, 68.4K engagements


"$QS $GLW: @QuantumScapeCo's ceramics manufacturing partner @Corning is hosting their Q4 [----] earnings call this Wednesday on January [--] at 8:30 AM ET (premarket). Perhaps there will be additional colour on their partnership with QS. 🤝 https://investor.corning.com/news-and-events/events-and-presentations/event-details/2026/Corning-Incorporated-Quarter-4-2025-Earnings-Call-2026-TTxrjbQKDu/default.aspx https://investor.corning.com/news-and-events/events-and-presentations/event-details/2026/Corning-Incorporated-Quarter-4-2025-Earnings-Call-2026-TTxrjbQKDu/default.aspx"  
[X Link](https://x.com/Defiantclient2/status/2015331549592629728)  2026-01-25T07:50Z [----] followers, 10.7K engagements


"@BassonBrain @Starlink "unmet technical requirements" Probably related to sidelobe interference concerns. No worries for India though -- @AST_SpaceMobile will provide a broadband D2D service by year end. They are working with 49% government-owned Vodafone Idea"  
[X Link](https://x.com/Defiantclient2/status/2016297300654789018)  2026-01-27T23:48Z [----] followers, [----] engagements


"@grok As per the Information article the rumoured satellite connectivity features include natural usage that does not require pointing your phone to the sky and supposedly it even works indoors. To me this doesnt sound like Starlink because Starlink direct-to-cell is only compatible with [----] MHz to [----] MHz which only works outdoors with a clear line of sight to the sky. What do you think And if not Starlink who else"  
[X Link](https://x.com/Defiantclient2/status/2016369002793337341)  2026-01-28T04:33Z [----] followers, [----] engagements


"$QS $GLW: TODAY Premarket 👇 https://investor.corning.com/financials/quarterly-results/default.aspx $QS $GLW: @QuantumScapeCo's ceramics manufacturing partner @Corning is hosting their Q4 [----] earnings call this Wednesday on January [--] at 8:30 AM ET (premarket). Perhaps there will be additional colour on their partnership with QS. 🤝 https://t.co/s4NrR0WA34 https://investor.corning.com/financials/quarterly-results/default.aspx $QS $GLW: @QuantumScapeCo's ceramics manufacturing partner @Corning is hosting their Q4 [----] earnings call this Wednesday on January [--] at 8:30 AM ET (premarket)."  
[X Link](https://x.com/Defiantclient2/status/2016423419546632412)  2026-01-28T08:09Z [----] followers, [----] engagements


"@CatSE___ApeX___ @spacanpanman Vodafone said the [--] bits/Hz is thanks to MIMO. I bet @Cohere_MultiG takes it up to [--]. 👀"  
[X Link](https://x.com/Defiantclient2/status/2016924351623548949)  2026-01-29T17:20Z [----] followers, [----] engagements


"@citizenofzurich @AST_SpaceMobile Yes. I believe SCS approval is a genuine "risk" to many non-SpaceMob investors"  
[X Link](https://x.com/Defiantclient2/status/2016960227900608558)  2026-01-29T19:42Z [----] followers, [---] engagements


"$ASTS: Super impressive day for @AST_SpaceMobile considering the broader weakness in the space sector as well as in high betas in general Congratulations on not selling SpaceMob"  
[X Link](https://x.com/Defiantclient2/status/2016981162514682073)  2026-01-29T21:05Z [----] followers, [----] engagements


"$ASTS $T: I wonder whose satellites @ATT would be using for MDA SHIELD"  
[X Link](https://x.com/Defiantclient2/status/2017137694434795941)  2026-01-30T07:27Z [----] followers, 20.5K engagements


"$ASTS: @FCC GRANT ALERT 🚨 @AST_SpaceMobile just got a [--] day Partial Grant for Service Links (space to earth transmissions) for [--] Block [--] + [--] Block [--] for non-US SCS test operations. Prior to this we had no active applications or approvals for BB6 service links. This approval means that for the next [--] days once BB6 unfolds AST can test service links with it outside of the US. I'm guessing a similar approval for the US is imminent. $ASTS: SCS Non US STA is granted https://t.co/WrS2PfeALl H/t: @The_SPACTATOR https://t.co/4bFUsgEuEi $ASTS: SCS Non US STA is granted https://t.co/WrS2PfeALl H/t:"  
[X Link](https://x.com/Defiantclient2/status/2017394914389332228)  2026-01-31T00:30Z [----] followers, 33.1K engagements


"@AwesomeBeast321 @Only6inches @spacanpanman Thats not true. Rogers is with Starlink. In Canada AST has Bell. Telus is up for grabs. 👀"  
[X Link](https://x.com/Defiantclient2/status/2017762177122496739)  2026-02-01T00:49Z [----] followers, [---] engagements


"@planert41 Yup the $QS earnings call is on February [--]. I'm expecting a strong update"  
[X Link](https://x.com/Defiantclient2/status/2018421087432818843)  2026-02-02T20:27Z [----] followers, [----] engagements


"$QS: @QuantumScapeCo Co-Founder & CTO @ironmantimholme did an absolutely fantastic job at the Bloomberg NEF Summit in San Francisco from January 26-27. Tim Holme was a panelist for the topic "Next-Generation Batteries: Solid-State Sodium-Ion and More": Here are the highlights. 👇 - The host asks Tim what OEMs are now believing about solid state batteries that maybe they didnt a few years ago At 7:20 Tims response is that Whats been changing is accumulation of real world learnings and starting to deliver products for real world demos. - The host asks Tim what the main challenges of QS are"  
[X Link](https://x.com/Defiantclient2/status/2018592118248263718)  2026-02-03T07:47Z [----] followers, 10.5K engagements


"@SpaceX @Starlink @grok Does this ground ALL Falcon [--] missions"  
[X Link](https://x.com/Defiantclient2/status/2018613274263372011)  2026-02-03T09:11Z [----] followers, [----] engagements


"@StillPlaysCrick @Telstra @Starlink The test was from last month so it should be the VLEO ones. Also in the LinkedIn post the tester described the satellite as being over [---] km away so it sounds like hes referring to the lowered altitude"  
[X Link](https://x.com/Defiantclient2/status/2018705438599254273)  2026-02-03T15:17Z [----] followers, [---] engagements


"@jonathan1328531 @Telstra @Starlink Those wont be launched until [----] and then service with them wont start until 2028/2029"  
[X Link](https://x.com/Defiantclient2/status/2018705611572101624)  2026-02-03T15:18Z [----] followers, [----] engagements


"@Frkyuan @QuantumScapeCo @ironmantimholme Dam analogy applies to $QS @Lab_Stocks you shouldnt complain about a pre-revenue company making. no revenue. Think of ASTS like a dam that's been under construction for [--] years and need around one more year until completion. However they already have tons of customers waiting for the dam to start generating @Lab_Stocks you shouldnt complain about a pre-revenue company making. no revenue. Think of ASTS like a dam that's been under construction for [--] years and need around one more year until completion. However they already have tons of customers"  
[X Link](https://x.com/Defiantclient2/status/2018721640658686460)  2026-02-03T16:21Z [----] followers, [---] engagements


"@diegomintz10 @JeffBezos @blueorigin @AST_SpaceMobile My post was suggesting Bezos / BO take a minority stake of just 5% on the open market (or perhaps they can do convertible note). This would not result in taking AST private"  
[X Link](https://x.com/Defiantclient2/status/2018827367616066035)  2026-02-03T23:22Z [----] followers, [---] engagements


"@deepresearch855 Tested and confirmed by an MNO too. Not just random retail. Doesnt get more legit than that. Thanks @Telstra"  
[X Link](https://x.com/Defiantclient2/status/2018871029867938204)  2026-02-04T02:15Z [----] followers, [---] engagements


"@drunkonrumraisn @jonathan1328531 @Telstra @Starlink Few understand"  
[X Link](https://x.com/Defiantclient2/status/2018880482503786848)  2026-02-04T02:53Z [----] followers, [--] engagements


"@MarioNawfal @Apple @SpaceX The rumoured satellite features for the iPhone [--] Pro include natural usage that works indoors. This is not Starlink"  
[X Link](https://x.com/Defiantclient2/status/2019020554003489077)  2026-02-04T12:09Z [----] followers, [----] engagements


"This one is gonna get SWAMPED with comments FCC: SPACE BUREAU ACCEPTS FOR FILING SPACEXS APPLICATION FOR ORBITAL DATA CENTERS FCC: SPACE BUREAU ACCEPTS FOR FILING SPACEXS APPLICATION FOR ORBITAL DATA CENTERS"  
[X Link](https://x.com/Defiantclient2/status/2019139149463449713)  2026-02-04T20:01Z [----] followers, [----] engagements


"@5ingularitea I think I did that last year. It's not so secret anymore"  
[X Link](https://x.com/Defiantclient2/status/2019176302872523020)  2026-02-04T22:28Z [----] followers, [---] engagements


"@CatSE___ApeX___ @PCMag @Michael_Kan I have a story for you here. It looks like Apple is working with AST to conduct SCS testing for iPhones. I haven't seen any media break this news yet. Would be a great piece with all the hype lately about the latest rumourmill of SpaceX + Apple"  
[X Link](https://x.com/Defiantclient2/status/2019192075896697287)  2026-02-04T23:31Z [----] followers, [---] engagements


"@PCMag Its so sad really. @SpaceX is the most advanced in their sector so they have the option to be a real leader and role model in their industry. Instead they choose to be a bully and resort to immature language in @FCC filings"  
[X Link](https://x.com/Defiantclient2/status/2019198592532062474)  2026-02-04T23:57Z [----] followers, [----] engagements


"@endless_frank @PCMag @SpaceX @FCC 🎯"  
[X Link](https://x.com/Defiantclient2/status/2019201482734858627)  2026-02-05T00:08Z [----] followers, [---] engagements


"@Brookside578298 @PCMag @SpaceX @FCC Therefore the request for extension"  
[X Link](https://x.com/Defiantclient2/status/2019201560971194630)  2026-02-05T00:09Z [----] followers, [---] engagements


"$QS: QuantumScape Inaugurates Eagle Line for Solid-State Battery Pilot Production SAN JOSE Calif.--(BUSINESS WIRE)-- @QuantumScapeCo (NASDAQ: $QS) a global leader in next-generation solid-state lithium-metal battery technology today celebrated the inauguration of its newly installed Eagle Line at its facility in San Jose. The event was attended by automotive OEM customers QS ecosystem partners and government officials and included a showcase tour of the Eagle Line. The Eagle Line is a suite of equipment materials and highly automated processes forming the blueprint for production of QS"  
[X Link](https://x.com/Defiantclient2/status/2019202785548669293)  2026-02-05T00:13Z [----] followers, [----] engagements


"@BettingTheFarm1 @QuantumScapeCo and government officials. The USG should seriously invest in $QS to diversify away from China"  
[X Link](https://x.com/Defiantclient2/status/2019204751876071624)  2026-02-05T00:21Z [----] followers, [---] engagements


"@spacanpanman @Globalstar's cooked"  
[X Link](https://x.com/Defiantclient2/status/2019214808802029934)  2026-02-05T01:01Z [----] followers, [----] engagements


"@PistolasVa76297 @spacanpanman There is currently no consumer beta test ongoing with AST SpaceMobile. Are you sure you didnt use GlobalStar"  
[X Link](https://x.com/Defiantclient2/status/2019227239615983827)  2026-02-05T01:51Z [----] followers, [---] engagements


"@BrendanCarrFCC What about orbital debris management and mitigation Also pollution from significant de-orbiting and also from sheer number of launches required to launch the constellation and then also replace"  
[X Link](https://x.com/Defiantclient2/status/2019236103497347151)  2026-02-05T02:26Z [----] followers, [---] engagements


"@WSJ In classic @SpaceX fashion its rules for thee but not for me. Right after criticizing @Amazonleo for asking for special treatment SpaceX asks for special treatment. Amazon has requested more time to launch [----] satellites. In a new FCC filing SpaceX argues Amazon is trying to get 'special treatment.' https://t.co/ynT1zGbiXx Amazon has requested more time to launch [----] satellites. In a new FCC filing SpaceX argues Amazon is trying to get 'special treatment.' https://t.co/ynT1zGbiXx"  
[X Link](https://x.com/Defiantclient2/status/2019237503711211694)  2026-02-05T02:31Z [----] followers, [----] engagements


"$QS: Eagle Line video coming Friday 👀 Today we celebrated the inauguration of our Eagle Line a critical step in bringing our solid-state battery tech to market. Eagle Line is the blueprint for scalable production of QS batteries and represents a major step forward in commercialization. https://t.co/RC3oH8IKgJ Today we celebrated the inauguration of our Eagle Line a critical step in bringing our solid-state battery tech to market. Eagle Line is the blueprint for scalable production of QS batteries and represents a major step forward in commercialization. https://t.co/RC3oH8IKgJ"  
[X Link](https://x.com/Defiantclient2/status/2019239639396266141)  2026-02-05T02:40Z [----] followers, [----] engagements


"@5xSuitor March 2027"  
[X Link](https://x.com/Defiantclient2/status/2019253289070784838)  2026-02-05T03:34Z [----] followers, [---] engagements


"$QS: + Cobra + Eagle Line + [--] Joint Development Agreements + Agreements with Murata and Corning for scaling ceramic separators + Cash runway into [----] The writing is on the wall"  
[X Link](https://x.com/Defiantclient2/status/2019281665798074499)  2026-02-05T05:27Z [----] followers, [----] engagements


"@jimtronics1970 @KUEHCK1 @spacanpanman @CatSE___ApeX___ @thekookreport @kingtutcap @sherri0822 @ngjesalex @pluggingaway @medet_tt @Nicks_picsSoCal @rgash11 @gllYEocVqGG4444 @gameofphonez @Michael97670912 @PGuetta88 They are expected to post [--] to 75M revenue total from 2H [----]. With 15M revenue in Q3 that means 35M to 60M in Q4 [----] all with only five Block [--] satellites"  
[X Link](https://x.com/Defiantclient2/status/2019310490531365211)  2026-02-05T07:21Z [----] followers, [---] engagements


"@C1_dF9432 @kingaj408 @Honda @Ford @panasonic @Tesla I saw a Reddit comment last night that speculated maybe QS has an agreement with PowerCo that no other OEMs can promote their work with QS until a certain milestone achieved by PowerCo"  
[X Link](https://x.com/Defiantclient2/status/2019452289711501520)  2026-02-05T16:45Z [----] followers, [---] engagements


"@elonmusk @mark_k @Starlink @SpaceX Is that because you call them "AI edge nodes" instead of phones"  
[X Link](https://x.com/Defiantclient2/status/2019489991962050708)  2026-02-05T19:15Z [----] followers, [----] engagements


"@KUEHCK1 @thekookreport @spacanpanman @CatSE___ApeX___ @kingtutcap @sherri0822 @ngjesalex @pluggingaway @_revete @medet_tt @PGuetta88 @gllYEocVqGG4444 @rgash11 @silkysailorrr @TangriGagan @dixonhill432305 This is the hopium that I needed 🙏"  
[X Link](https://x.com/Defiantclient2/status/2019613457386254368)  2026-02-06T03:25Z [----] followers, [---] engagements


"The D2D market is more than big enough for both Starlink and AST to succeed. Each currently has their own advantage. Starlink has the speed to market with a rushed product but rushed product is better than no product. Think Lynk or Globalstar but spammed across the sky. AST has the first principles engineering seamless user experience and core network integration. Both are trying to catch up with the other in where they lack. https://twitter.com/i/web/status/2019657807759593693 https://twitter.com/i/web/status/2019657807759593693"  
[X Link](https://x.com/Defiantclient2/status/2019657807759593693)  2026-02-06T06:21Z [----] followers, [--] engagements


"$ASTS $GSAT $AAPL: For satellite connectivity to work indoors the satellite must be compatible with low band frequency ( [----] MHz). @AST_SpaceMobile is the ONLY D2D operator that will offer a full user experience using low band. Lower mid band such as MSS L band (1500/1600 MHz) may also be decent at some amount of indoor connectivity. @AST_SpaceMobile has an agreement with @LigadoNetworks to use their L band for [--] years in North America. Connect the dots. $ASTS: 🚨 NEXT IPHONES' SATELLITE CONNECTIVITY COULD ROCKET WAY BEYOND SOS The funny thing is that these journalists only have the"  
[X Link](https://x.com/Defiantclient2/status/2019822288372396292)  2026-02-06T17:15Z [----] followers, [----] engagements


"$QS: Some new info and a photo from the Eagle Line Inauguration Event in this article 👇 According to Sivaram the Eagle line went from planning to completed line in only ten monthsa rapid development timeline that demonstrates QuantumScape's commitment to accelerating solid-state battery commercialization. Manufacturing innovation at scale QS Chief Technical Officer Tim Holme elaborated on the differing challenges of the Cobra line and the Eagle line highlighting the technical complexity of scaling solid-state battery production from laboratory to manufacturing environments. The Eagle Line's"  
[X Link](https://x.com/Defiantclient2/status/2019905866510791015)  2026-02-06T22:47Z [----] followers, [----] engagements


"@sridhar_kondoji They will always be B samples when they're from QS. "C" is reserved for when they come off the OEM's gigafactory lines is how I understand it"  
[X Link](https://x.com/Defiantclient2/status/2019924271829758093)  2026-02-07T00:00Z [----] followers, [---] engagements


"@PCMag Probably because he doesnt want to call them phones. He calls them AI edge nodes see Elons podcast with Joe Rogan. Probably doesnt want to be regulated like all the other smartphone OEMs. Everything he and SpaceX does is rules for thee but not for me"  
[X Link](https://x.com/Defiantclient2/status/2020225558060339629)  2026-02-07T19:58Z [----] followers, [---] engagements


"@Orignal_Koala1 The fund places @AST_SpaceMobile amongst the seasoned veterans of @northropgrumman and @L3HarrisTech $ASTS $LHX Bullish"  
[X Link](https://x.com/Defiantclient2/status/2020297386049040450)  2026-02-08T00:43Z [----] followers, [----] engagements


"@Orignal_Koala1 Long overdue. To get in any additional launches before the end of Q1 they need to ship those satellites to SpaceX by the end of February. Its go time"  
[X Link](https://x.com/Defiantclient2/status/2020299037531074741)  2026-02-08T00:50Z [----] followers, [----] engagements


"@MarioNawfal @elonmusk @joerogan And thats why he said they werent building a phone. What a phoney. 🙄"  
[X Link](https://x.com/Defiantclient2/status/2020339837031903531)  2026-02-08T03:32Z [----] followers, [----] engagements


"Read the latest quarterly presentations and shareholder letters: What is QS (High level summary Part 1): Where is QS (High level summary Part 2): When is QS (High level summary Part 3): https://www.reddit.com/r/QUANTUMSCAPE_Stock/comments/1qen7g1/when_is_quantumscape/utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button https://www.reddit.com/r/QUANTUMSCAPE_Stock/comments/1qbcnvx/where_is_quantumscape/ https://www.reddit.com/r/QUANTUMSCAPE_Stock/comments/1q97y51/what_is_quantumscape/ https://ir.quantumscape.com/resources/events-and-presentations/default.aspx"  
[X Link](https://x.com/Defiantclient2/status/2020453457405358106)  2026-02-08T11:03Z [----] followers, [---] engagements


"$ASTS $AMZN: A vast majority of SpaceX revenue is the commercial Starlink system. The biggest technological competitors of @Starlink are @AST_SpaceMobile and @Amazonleo. Dont overthink it. @WR4NYGov True. I love NASA but they will only be 5% of SpaceX revenue this year. Vast majority of SpaceX revenue is the commercial Starlink system. @WR4NYGov True. I love NASA but they will only be 5% of SpaceX revenue this year. Vast majority of SpaceX revenue is the commercial Starlink system"  
[X Link](https://x.com/Defiantclient2/status/2020753662268842442)  2026-02-09T06:56Z [----] followers, [----] engagements


"@CytoplasmicANA How was Roger"  
[X Link](https://x.com/Defiantclient2/status/2020886643012403362)  2026-02-09T15:44Z [----] followers, [---] engagements


"$ASTS: Both @AST_SpaceMobile and @blueorigin are the tortoises in this story. @SpaceX is the hare. https://read.gov/aesop/025.html https://t.co/d0nvnvxVYR https://read.gov/aesop/025.html https://t.co/d0nvnvxVYR"  
[X Link](https://x.com/Defiantclient2/status/2020889868079919212)  2026-02-09T15:57Z [----] followers, [----] engagements


"@PCMag Thats only because @elonmusk wants to avoid being regulated like a smartphone OEM. He calls them AI edge nodes instead. Everything he and @SpaceX does is rules for thee but not for me. ELON TO JOE ROGAN: "PHONES WONT EXIST IN [--] YEARS" He says that they'll be replaced by AI edge nodes generating real-time video. No apps and no OS. Just direct AI-to-user interaction anticipating your every need. Source: @elonmusk @joerogan https://t.co/HXZuR6AQNY ELON TO JOE ROGAN: "PHONES WONT EXIST IN [--] YEARS" He says that they'll be replaced by AI edge nodes generating real-time video. No apps and no"  
[X Link](https://x.com/Defiantclient2/status/2020891704652366262)  2026-02-09T16:05Z [----] followers, [---] engagements


"@Do8661367490646 @allthewayne @chan2pa So whatre you doing with this mindset Are you shorting $QS"  
[X Link](https://x.com/Defiantclient2/status/2020958905791283308)  2026-02-09T20:32Z [----] followers, [---] engagements


"@MarsUniversityX Oh look a @SpaceX patent to attempt to copy @AST_SpaceMobile 🚨SPACEX PATENTS THE BANDWIDTH ENGINE BEHIND STARLINK DIRECT-TO-CELL How do you turn [----] LEO satellites into a seamless cellular network without wasting half the bandwidth on housekeeping That is the core infrastructure problem SpaceX addresses in US [--------] B1 granted https://t.co/NfOQp1cooF 🚨SPACEX PATENTS THE BANDWIDTH ENGINE BEHIND STARLINK DIRECT-TO-CELL How do you turn [----] LEO satellites into a seamless cellular network without wasting half the bandwidth on housekeeping That is the core infrastructure"  
[X Link](https://x.com/Defiantclient2/status/2020973940055867778)  2026-02-09T21:31Z [----] followers, [----] engagements


"@AVGDUDESD @MarsUniversityX @SpaceX @AST_SpaceMobile Whether or not they can even actually achieve something like fixed cells it was ALWAYS going to be largely a duopoly between AST and Starlink"  
[X Link](https://x.com/Defiantclient2/status/2020990437100552321)  2026-02-09T22:37Z [----] followers, [---] engagements


"@FirstSquawk Meanwhile @SpaceX claims they dont need to pay @xais debt but if they wont who will @grok what do you think"  
[X Link](https://x.com/Defiantclient2/status/2021044055409635570)  2026-02-10T02:10Z [----] followers, [----] engagements


"@grok @FirstSquawk @SpaceX @xai @grok How would the merger provide stability when you just said that SpaceX wont be obligated to pay for xAIs debt From what you just said xAI is on its own"  
[X Link](https://x.com/Defiantclient2/status/2021045082690834878)  2026-02-10T02:14Z [----] followers, [---] engagements


"@grok Okay so SpaceX will help pay off xAIs debt obligation or not. You just said xAI will be able to access SpaceXs investors and revenue streams. Do you see the confusion now SpaceX is trying to tell their investors not to worry that xAIs debt isnt really their problem. But clearly as you outlined yourself SpaceX will contribute to xAIs debt payments. https://twitter.com/i/web/status/2021046062429970731 https://twitter.com/i/web/status/2021046062429970731"  
[X Link](https://x.com/Defiantclient2/status/2021046062429970731)  2026-02-10T02:18Z [----] followers, [---] engagements


"@grok @FirstSquawk @SpaceX @xai @grok Does shared resources include SpaceXs revenues and cash flows"  
[X Link](https://x.com/Defiantclient2/status/2021046440810906047)  2026-02-10T02:19Z [----] followers, [---] engagements


"@grok @FirstSquawk @SpaceX @xai @grok So in the linked comment written by you you mentioned access to SpaceXs revenues. Are you walking back on that statement now @Defiantclient2 @FirstSquawk @SpaceX @xai Even in a triangular merger stability can come from synergies like shared tech talent and infrastructure plus easier access to SpaceX's investors and revenue streams. xAI isn't fully "on its own"the structure allows it to leverage the parent company's strengths for growth @Defiantclient2 @FirstSquawk @SpaceX @xai Even in a triangular merger stability can come from synergies like shared tech"  
[X Link](https://x.com/Defiantclient2/status/2021047023529554108)  2026-02-10T02:22Z [----] followers, [---] engagements


"@grok @FirstSquawk @SpaceX @xai @grok You keep bringing up that finances are separate but come on you see where this is going right SpaceX is going to either pay for it or get their stake in xAI significantly diluted. Its not a great look for SpaceX investors"  
[X Link](https://x.com/Defiantclient2/status/2021052328489648429)  2026-02-10T02:43Z [----] followers, [---] engagements


"@mcinnes_danny $QS reports this Wednesday after hours so maybe well find out more"  
[X Link](https://x.com/Defiantclient2/status/2021187511200960612)  2026-02-10T11:40Z [----] followers, [---] engagements


"@grok My take is that @AST_SpaceMobile is the most technologically superior D2D satellite operator in existence. AST's Block [--] satellites are compatible with low band spectrum for maximal coverage and penetration and are compatible with all existing smartphones. No special devices or apps required. Then AST's Block [--] satellites will be compatible with terrestrial mid band as well as MSS L and S bands for improved throughput and capacity. Truly unprecedented"  
[X Link](https://x.com/Defiantclient2/status/2021439314085744920)  2026-02-11T04:21Z [----] followers, [---] engagements


"$QS: Good sign for @QuantumScapeCo. QS owns the IP to manufacture no-compromise solid state batteries without an anode therefore significantly reducing reliance on China as anodes are made of graphite which is primarily sourced from China. CHINA A CLEAR AND PRESENT THREAT TO U.S. AUTO INDUSTRY U.S. automakers including GM Ford Toyota Volkswagen and Hyundai urged Washington to block Chinese government-backed car and battery makers from building U.S. facilities. The Alliance for Automotive Innovation warned CHINA A CLEAR AND PRESENT THREAT TO U.S. AUTO INDUSTRY U.S. automakers including GM Ford"  
[X Link](https://x.com/Defiantclient2/status/1999146442342998526)  2025-12-11T15:57Z [----] followers, [----] engagements


"$ASTS: AST just shipped BB7 to Cape Canaveral. Who are they launching with SpaceX Blue Origin ULA SpaceX Blue Origin ULA"  
[X Link](https://x.com/Defiantclient2/status/2002831145495658846)  2025-12-21T19:58Z [----] followers, 13.1K engagements


"$ASTS: @AST_SpaceMobile will fix this. https://www.reddit.com/r/Starlink/comments/1qgnylo/ask_and_you_shall_receive/ https://www.reddit.com/r/Starlink/comments/1qgnylo/ask_and_you_shall_receive/"  
[X Link](https://x.com/Defiantclient2/status/2013084165797974411)  2026-01-19T03:00Z [----] followers, 14.7K engagements


"$ASTS: @AST_SpaceMobile Partner Quarterly Updates This Week January [--] Wednesday PM: @ATT Q4 [----] January [--] Thursday PM: @nokia Q4 [----] January [--] Friday PM: @Verizon Q4 [----] #earnings for the week of January [--] [----] https://t.co/hLn2sKQhEY $MSFT $META $AAPL $TSLA $SOFI $UNH $SNDK $LRCX $ASML $BA $GEV $UPS $NOW $V $TXN $GM $CLS $RYAAY $MA $RTX $STX $SYF $T $WDC $AGNC $AAL $AXP $APH $BRO $CAT $IBM $STLD $VZ $NOK $SAP $GLW $DECK $BKR $WM $NDAQ $RCL https://t.co/4JJm1bdDqa #earnings for the week of January [--] [----] https://t.co/hLn2sKQhEY $MSFT $META $AAPL $TSLA $SOFI $UNH $SNDK $LRCX $ASML $BA"  
[X Link](https://x.com/Defiantclient2/status/2015329726077059468)  2026-01-25T07:43Z [----] followers, [----] engagements


"$ASTS: First two batch shipments were slated to be Ready To Ship in December [----]. We're now in February. Fireworks will happen literally any day now. Don't miss it. 🚀🚀🚀 https://irp.cdn-website.com/1fadf91c/files/uploaded/AST+SpaceMobile+Q3+2025+Quarterly+Business+Update_vF.pdf https://irp.cdn-website.com/1fadf91c/files/uploaded/AST+SpaceMobile+Q3+2025+Quarterly+Business+Update_vF.pdf"  
[X Link](https://x.com/Defiantclient2/status/2018410499646574967)  2026-02-02T19:45Z [----] followers, 29.2K engagements


"Pitch for @JeffBezos / @blueorigin: 1) Buy 5% of $ASTS on the open market. 2) File Schedule 13D indicating the 5%+ ownership. 3) $ASTS would probably increase [--] to 40% on this disclosure making the headlines. 4) @AST_SpaceMobile finishes out their ATM (if they haven't already) and does a Direct Offering at the increased stock price. 5) The proceeds of the offering contribute to expanding manufacturing and accelerating launch bookings with New Glenn. 6) The offering probably takes the stock down 10% from the new high but all in all Jeff / Blue Origin will probably be up at least 20% from"  
[X Link](https://x.com/Defiantclient2/status/2018775598060216601)  2026-02-03T19:56Z [----] followers, 19.2K engagements


"@wakanda_1207 @ashleybezamat @JordanSack_ Not really. I didn't sell my $ASTX or short-dated calls today. I just mean he literally *could* be right"  
[X Link](https://x.com/Defiantclient2/status/2018835635323433204)  2026-02-03T23:54Z [----] followers, [---] engagements


"$QS: Two videos in this link. 1) Generic promotional video about QS battery tech 2) Actual footage of the Eagle Line in action https://electrek.co/2026/02/05/quantumscape-inaugurates-eagle-line-pilot-solid-state-battery-production/ @QuantumScapeCo $QS just found this article related to Eagle Line event including a new promotional video https://t.co/AcEo0p9QQh https://electrek.co/2026/02/05/quantumscape-inaugurates-eagle-line-pilot-solid-state-battery-production/ @QuantumScapeCo $QS just found this article related to Eagle Line event including a new promotional video https://t.co/AcEo0p9QQh"  
[X Link](https://x.com/Defiantclient2/status/2019485803223863352)  2026-02-05T18:58Z [----] followers, [----] engagements


"According to a complaint filed in Manhattan federal court T-Mobile exaggerated the alleged savings sometimes by more than 100% by comparing its promotional rates with Verizon's standard rates and inflating the value of streaming satellite connectivity and other benefits that "the other guys leave out." Checks out --- no wonder T-Mobile and Starlink are buddies https://twitter.com/i/web/status/2019503349734019077 https://twitter.com/i/web/status/2019503349734019077"  
[X Link](https://x.com/Defiantclient2/status/2019503349734019077)  2026-02-05T20:08Z [----] followers, [----] engagements


"$ASTS: @Starlink Direct-To-Cell with [---] minutes of connectivity per satellite before you have to handover to another one. 😂😂😂 More handovers means more battery drain as the phone has to constantly seek a new connection. "For a user on the ground how long the satellite can stay in view will vary but Placido says the duration can last "1.6 minutes at 340km altitude with a 40-degree minimum elevation up to about [--] minutes at 550km altitude with a 25-degree minimum elevation." For comparison thanks to @AST_SpaceMobile's fixed cell technology a user should be connected for [--] to [--] minutes at a"  
[X Link](https://x.com/Defiantclient2/status/2020415413302215129)  2026-02-08T08:32Z [----] followers, 24.3K engagements


"@Melnik_45 @QuantumScapeCo Should be a good update"  
[X Link](https://x.com/Defiantclient2/status/2021320055842062660)  2026-02-10T20:27Z [----] followers, [--] engagements


"$ASTS: Batch update PR tmr morning if the theory is true that they wanted to PR unfold first as a derisk event for the new unfolding mechanism and if the satellites are in fact done. WATCH THIS SPACE. BlueBird [--] is fully UNFOLDED 🚀🚀🚀🚀🚀🚀 At nearly [----] square feet this is now the LARGEST ever commercial communications array ever deployed in low Earth orbit - we just broke our own record A true breakthrough in space-based cellular broadband the technology that we BlueBird [--] is fully UNFOLDED 🚀🚀🚀🚀🚀🚀 At nearly [----] square feet this is now the LARGEST ever commercial communications"  
[X Link](https://x.com/Defiantclient2/status/2021399036213985765)  2026-02-11T01:41Z [----] followers, 16.7K engagements


"$ASTS: "The performance of BlueBird [--] is driven by several major breakthroughs in space-based architecture. The massive antenna array significantly allows the satellite to reliably transmit and receive signals from standard handheld devices. Furthermore the large aperture enables highly precise beamforming creating narrower more focused coverage areas. This precision minimizes interference maximizes network capacity and ensures consistent high-quality user experience for cellular broadband services including voice data and video." @grok Take notes. AST SpaceMobile Successfully Completes"  
[X Link](https://x.com/Defiantclient2/status/2021435819882397842)  2026-02-11T04:07Z [----] followers, [----] engagements


"@grok The biggest challenge for AST is to prove that they have scaled up manufacturing and testing to enable about [--] satellites per month to be Ready To Ship. However I suspect that inflection point is about to arrive very very shortly especially if BB6 unfolding was the final proving ground and hurdle before letting the market know that they have more satellites ready. In addition AST's multiple manufacturing facilities and [----] global workforce are positive indicators for satellite production. https://twitter.com/i/web/status/2021440680174739689"  
[X Link](https://x.com/Defiantclient2/status/2021440680174739689)  2026-02-11T04:26Z [----] followers, [---] engagements


"$ASTS: The @AST_SpaceMobile subreddit FAQ is now freshly updated with new information. + Key DD links and resources + Valuation calculators + Launch providers + What's stopping Elon from refusing to launch AST's BlueBird satellites + How many satellites are needed for coverage + AST keeps missing their guidance for satellite launches. What is going on here How do we trust them moving forward + What are AST's plans with Block [--] Block [--] and Block [--] satellites and how does that relate to spectrum usage + Do AST satellites support 4G LTE 5G 6G 7G etc. + When will ASTS get regulatory clearance"  
[X Link](https://x.com/anyuser/status/2014999644569526360)  2026-01-24T09:52Z [----] followers, 11.1K engagements


"$ASTS: Mike Wood of @Telstra Distinguished Professional and Technology Leader of EME Standards Governance & Risk Management published some @Starlink Direct-To-Cell testing last month linked below. It was revealed that the Starlink signal reaching Earth is extremely low less than [----] dBm. How bad is this 1/4 https://www.linkedin.com/posts/mike-wood-20291b3_telstra-spacex-starlink-activity-7406816613783678976-f8Xjutm_source=share&utm_medium=member_desktop&rcm=ACoAABI5dsAB0b1n5OCgC6WQObA0an0v95E4bwo"  
[X Link](https://x.com/Defiantclient2/status/2018610933174509681)  2026-02-03T09:02Z [----] followers, 68.5K engagements


"$QS: @DigatronPower confirms @QuantumScapeCo has transitioned from breakthrough innovation to scalable product-focused manufacturing. 🤝 https://www.linkedin.com/posts/digatron-systems_quantumscape-eagle-line-inauguration-highlights-activity-7427021581823963137-Y5HNutm_source=share&utm_medium=member_desktop&rcm=ACoAABI5dsAB0b1n5OCgC6WQObA0an0v95E4bwo https://www.linkedin.com/posts/digatron-systems_quantumscape-eagle-line-inauguration-highlights-activity-7427021581823963137-Y5HNutm_source=share&utm_medium=member_desktop&rcm=ACoAABI5dsAB0b1n5OCgC6WQObA0an0v95E4bwo"  
[X Link](https://x.com/Defiantclient2/status/2021444998739395068)  2026-02-11T04:43Z [----] followers, 20.2K engagements


"@andreahuguely 👀 did you test BB6"  
[X Link](https://x.com/Defiantclient2/status/2022157270201872819)  2026-02-13T03:53Z [----] followers, [----] engagements


"@EVinfos @EmmanuelMacron @AST_SpaceMobile Not weird at all. Amazon Leo needs to launch ASAP. Its a regulatory requirement and they also have customers waiting. Thats why theyve launched with whoever they can ULA SpaceX Arianne etc. Blue Origin is coming up as well"  
[X Link](https://x.com/Defiantclient2/status/2022177464127303838)  2026-02-13T05:14Z [----] followers, [---] engagements


"$ASTS: We already knew that the @ATT and @Amazonleo partnership does not impact the work with @AST_SpaceMobile as Amazon Leo is not doing D2D but here an AT&T spokesperson says it as well. 👇 "We'll use Amazon Leo to deliver fixed broadband internet to business customers in areas where connectivity is needed" said Darian Taylor an AT&T spokesperson in an email. "AST SpaceMobile remains focused on helping to provide direct-to-cell service for our mobility customers. This new agreement with Amazon Leo does not impact our relationship or plans with AST SpaceMobile.""  
[X Link](https://x.com/Defiantclient2/status/2019475451656458248)  2026-02-05T18:17Z [----] followers, 13.8K engagements


"@grok @FirstSquawk @SpaceX @xai @grok So xAI has 18B of debt and burns 1B per month. How much net income do they generate annually If they need to raise money then theyre just diluting SpaceXs share in xAI"  
[X Link](https://x.com/Defiantclient2/status/2021051362281390168)  2026-02-10T02:39Z [----] followers, [---] engagements


"@advisors_abcz Digatron* Haha"  
[X Link](https://x.com/Defiantclient2/status/2021568918087717228)  2026-02-11T12:56Z [----] followers, [---] engagements


"@IvanHri91235556 @AbelAvellan @spacanpanman @thekookreport @CatSE___ApeX___ @jusbar23 Im not aware of such a strategy They have ways to test the arrays on the ground The first phone into space BW1 was to prove the link budget can close"  
[X Link](https://x.com/Defiantclient2/status/2021587153222762953)  2026-02-11T14:08Z [----] followers, [---] engagements


"$ASTS: MULTIPLE MASSIVE NEW GLENN STAGES UNDER CONSTRUCTION SIMULTANEOUSLY"  
[X Link](https://x.com/Defiantclient2/status/2018739150074290278)  2026-02-03T17:31Z [----] followers, 13.8K engagements


"$ASTS: AST segment starts at around 23:48. Huge shoutout to @2degreesmobile for their consistent support of @AST_SpaceMobile in various interviews blogs/articles and on LinkedIn 🤝 There isn't anything in there that the SpaceMob doesn't already know but one nugget is that at 25:25 the 2degrees CTO talks about stacking up to [--] BBs on a New Glenn after discussing the upcoming BB7 NG3 launch being a single payload. So he isn't talking about NG3 having up to [--] BBs but perhaps does he know about an upcoming NG mission that might have [--] BBs He could have misspoke from confusing this with the plan"  
[X Link](https://x.com/Defiantclient2/status/2019119794713399729)  2026-02-04T18:44Z [----] followers, 13.5K engagements


"$ASTS $AAPL $GSAT: 🚨APPLE IS WORKING WITH AST SPACEMOBILE TO TEST SUPPLEMENTARY COVERAGE FROM SPACE ON IPHONES 🚨 iPhone [--] series testing with the FCC for $ASTS SCS/MSS compliance 🚨 Under SCS regulations existing devices can connect to NTN via waiver. New devices needs to test for compliance. A swedish Cat went looking in the archives. 🧇 🐈 CatSE: My iphone is tested for AST 1/ https://t.co/h0EkiKnvCd 🚨 iPhone [--] series testing with the FCC for $ASTS SCS/MSS compliance 🚨 Under SCS regulations existing devices can connect to NTN via waiver. New devices needs to test for compliance. A"  
[X Link](https://x.com/Defiantclient2/status/2019161545901855216)  2026-02-04T21:30Z [----] followers, 26.5K engagements


"$ASTS: @RakutenGroup's marketcap is [----] trillion JPY which is 12.7B USD. Their stake in @AST_SpaceMobile consists of 31M shares. At present moment 31M shares x $104/share = 3.2B USD. This means that Rakuten's stake in ASTS is 25% of their entire marketcap. And they haven't sold a single share. Rakuten knows what they own. Be like Rakuten. RAKUTEN HOLD STRONG 💪 Another quarter where Rakuten show they believe in the AST SpaceMobile mission. They've not sold a single share since they invested in AST 👏 Q3 [----] - [--------] Q4 [----] - [--------] Change - None $ASTS RAKUTEN HOLD STRONG 💪 Another"  
[X Link](https://x.com/Defiantclient2/status/2019849973584876011)  2026-02-06T19:05Z [----] followers, 26.6K engagements


"$QS: This video by @TwoBitDaVinci is a MUST WATCH for all current and prospecting investors of @QuantumScapeCo 👇 https://www.youtube.com/watchv=aUT6LPB-Z1E https://www.youtube.com/watchv=aUT6LPB-Z1E"  
[X Link](https://x.com/Defiantclient2/status/2020448696966500468)  2026-02-08T10:44Z [----] followers, [----] engagements


"$ASTS: BB6 is an engineering marvel and will provide D2D broadband at unprecedented data rates. 👇"  
[X Link](https://x.com/Defiantclient2/status/2021597295460921662)  2026-02-11T14:48Z [----] followers, [----] engagements


"@NeedleStrat @Finsee_main @kingtutcap Agreed. @QuantumScapeCo is doing everything that they said they would and when they would"  
[X Link](https://x.com/Defiantclient2/status/2021792029278449981)  2026-02-12T03:42Z [----] followers, [--] engagements


"$ASTS: Seeing a lot of complaints about the company raising more money despite being fully funded. Key reminder: The fully funded is for the build and launch of [---] satellites. The new raise allows @AST_SpaceMobile to be flexible to pursue other opportunities such as for example: - If an opportunity comes up to buy out Iridium or other spectrum this raise puts AST in a better spot to do so - Maybe a @Google or @blueorigin approached AST to build data center satellites to offer as a service - Maybe its to set up a separate manufacturing facility earlier than anticipated for dedicated"  
[X Link](https://x.com/Defiantclient2/status/2021833249106866416)  2026-02-12T06:26Z [----] followers, 16.9K engagements


"@theinformation @QuantumScapeCo owns the IP for manufacturing anode-less solid state batteries. The anode-less architecture is critical as it means derisking away from China. Anodes are typically made with graphite a material that is primarily supplied from China"  
[X Link](https://x.com/Defiantclient2/status/2022131050038927698)  2026-02-13T02:09Z [----] followers, [----] engagements


"$QS: @QuantumScapeCo CEO Siva Sivaram regarding the Eagle Line Inauguration Event: Last week we celebrated a defining moment in QuantumScape's journey the inauguration of our highly automated Eagle pilot production line. The Eagle Line brings together our groundbreaking Cobra separator process with highly automated cell production capabilities. It's the blueprint that will enable our licensing partners to manufacture our solid-state battery technology at gigawatt-hour scale in their own facilities. Thank you to our automotive customers ecosystem partners local leaders and other stakeholders"  
[X Link](https://x.com/Defiantclient2/status/2021054999300591960)  2026-02-10T02:53Z [----] followers, 15.3K engagements


"$ASTS $GOOG: @Google knows what they own. 🤝 $GOOG 13F Q4 [----] Top positions: 1) AST SpaceMobile $ASTS 2) Planet Labs PBC $PL 3) Revolution Medicines $RVMD 4) Arm Holdings $ARM 5) Freshworks $FRSH 6) UiPath $PATH 7) GitLab $GTLB 8) Tempus AI $TEM No major changes in Q4 https://t.co/aToYSQMBMe $GOOG 13F Q4 [----] Top positions: 1) AST SpaceMobile $ASTS 2) Planet Labs PBC $PL 3) Revolution Medicines $RVMD 4) Arm Holdings $ARM 5) Freshworks $FRSH 6) UiPath $PATH 7) GitLab $GTLB 8) Tempus AI $TEM No major changes in Q4 https://t.co/aToYSQMBMe"  
[X Link](https://x.com/anyuser/status/2022378274417184862)  2026-02-13T18:32Z [----] followers, [----] engagements


"@CarolynGorman11 We don't know yet Some time after the first [--] Block 2s"  
[X Link](https://x.com/Defiantclient2/status/2019173480575721791)  2026-02-04T22:17Z [----] followers, [--] engagements


"$ASTS: AST SpaceMobile's Technological Breakthrough Validated Here's a great technical article explaining with math why @AST_SpaceMobile's D2D solution is a unique engineering marvel that no competitor is capable of today using just BlueWalker [--] https://www.linkedin.com/pulse/beyond-hype-critical-link-budget-analysis-ast-5g-demo-zaenal-umbara-h2esc/trackingId=u0Az2epsTJ%2B4ebP4U0qnKw%3D%3D https://www.linkedin.com/pulse/beyond-hype-critical-link-budget-analysis-ast-5g-demo-zaenal-umbara-h2esc/trackingId=u0Az2epsTJ%2B4ebP4U0qnKw%3D%3D"  
[X Link](https://x.com/Defiantclient2/status/1951199544219423192)  2025-08-01T08:33Z [----] followers, 26.6K engagements


"$QS: "Were actively working on integrating @QuantumScapeCo batteries into our vehicles as one of our key goals is to make e-mobility more accessible and sustainable for everyone. Stay tuned for exciting updates 🔋" - @VWGroup"  
[X Link](https://x.com/anyuser/status/1966206747636617309)  2025-09-11T18:26Z [----] followers, 22.4K engagements


"$ASTS: When you invest in @AST_SpaceMobile youre investing alongside Palmer Luckey founder of @anduriltech. ✍ @mrlubos @AST_SpaceMobile I am an investor in AST @mrlubos @AST_SpaceMobile I am an investor in AST"  
[X Link](https://x.com/anyuser/status/1969874719576121652)  2025-09-21T21:21Z [----] followers, 11.8K engagements


"$ASTS: AST CEO @AbelAvellan confirmed on the Q&A - Microns for about [--] satellites complete. Based on the updated production schedule this appears to be for launches #1 to #6. ControlSats to follow. - "6 per month" production cadence anticipated to start in December The company is firing on all cylinders. 🫡 https://twitter.com/i/web/status/1988056974223872484 https://twitter.com/i/web/status/1988056974223872484"  
[X Link](https://x.com/Defiantclient2/status/1988056974223872484)  2025-11-11T01:31Z [----] followers, [----] engagements


"$ASTS: @AST_SpaceMobile vs Starlink direct-to-device/cell @Lee_Lichterman @techinvestoor Its a technological advantage as well as a political one (resulting from the technology Ill explain). First the key to understanding D2D is to realize that the phone in your pocket is quite weak. It isnt designed to connect to a satellite [---] to [---] km in the sky. Its @Lee_Lichterman @techinvestoor Its a technological advantage as well as a political one (resulting from the technology Ill explain). First the key to understanding D2D is to realize that the phone in your pocket is quite weak. It isnt"  
[X Link](https://x.com/Defiantclient2/status/1995366457123954702)  2025-12-01T05:36Z [----] followers, [----] engagements


"In addition $AMT just raised a $850M senior note on Dec [--] due 2032: AMT also raised $200M and $375M senior notes on Sept [--] due [----] and 2035: The description of the net proceeds for both Consistently: American Towerintends to use the net proceeds to repay existing indebtedness under its$4.0 billionsenior unsecured revolving credit facility and for general corporate purposes. https://twitter.com/i/web/status/1998672538868625506 https://americantower.gcs-web.com/news-releases/news-release-details/american-tower-corporation-prices-senior-notes-offering-42"  
[X Link](https://x.com/Defiantclient2/status/1998672538868625506)  2025-12-10T08:34Z [----] followers, [----] engagements


"$ASTS: @AST_SpaceMobile supports live HD video calling --- worth noting AST already has a Services Agreement with @Google for emergency services as well as a joint venture with @VodafoneGroup who is starting their own MCx service (mission critical services) beginning with Germany. Emergency Live Video is initially available in the U.S. as well as select regions of Germany and Mexico. We are closely working with public safety organizations around the world to bring this to more regions. Emergency Live Video is initially available in the U.S. as well as select regions of Germany and Mexico. We"  
[X Link](https://x.com/Defiantclient2/status/1998832046790279215)  2025-12-10T19:07Z [----] followers, [----] engagements


"@Connor38240 @QuantumScapeCo Thats good for current battery technology. QS will make it so you dont even need an anode at manufacturing stage for solid state batteries. The cheapest anode in the world is no anode at all. 👍"  
[X Link](https://x.com/Defiantclient2/status/1999156839846695251)  2025-12-11T16:38Z [----] followers, [----] engagements


"$ASTS: @AST_SpaceMobile is about to have their @Amazonleo moment going from no launches to suddenly monthly launches with multiple providers. Stay tuned"  
[X Link](https://x.com/Defiantclient2/status/2000840665304064255)  2025-12-16T08:09Z [----] followers, 11.3K engagements


"$ASTS: @AST_SpaceMobile is a genuine architectural shift in global communications. - US DoD Principal Director for Space Technology US DOD PRINCIPAL DIRECTOR FOR SPACE TECHNOLOGY Bryan Dorland has posted the following on LinkedIn. Its end-of-year list season and rather than pretend space isnt part of that tradition I figured Id lean into it. Over the next few days Ill be posting a series of Top US DOD PRINCIPAL DIRECTOR FOR SPACE TECHNOLOGY Bryan Dorland has posted the following on LinkedIn. Its end-of-year list season and rather than pretend space isnt part of that tradition I figured Id"  
[X Link](https://x.com/Defiantclient2/status/2005372036642984246)  2025-12-28T20:15Z [----] followers, [----] engagements


"$ASTS: @AST_SpaceMobile x @FirstNetGov / @FirstNet / @ATT In addition strategic investment from the First Responder Network Authority (FirstNet Authority) the federal agency behind FirstNet is upgrading the dedicated FirstNet network core to support future public safety-specific satellite-to-device capabilities such as priority and preemption on Band [--] as well as mission-critical push-to-talk tools that go beyond what commercial networks have to offer. Once available these solutions will be complementary to and extend the reach of the FirstNet network for first responders in remote and"  
[X Link](https://x.com/Defiantclient2/status/2005787842656502036)  2025-12-29T23:47Z [----] followers, [----] engagements


"$QS: The subreddit strikes again Watch out for these potential upcoming catalysts. Remember -- the debut of the first @QuantumScapeCo battery in an actual vehicle was at a similar automotive show https://www.reddit.com/r/QUANTUMSCAPE_Stock/comments/1o9bkjx/comment/nl3hkcj/utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button https://www.reddit.com/r/QUANTUMSCAPE_Stock/comments/1o9bkjx/comment/nl3hkcj/utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button"  
[X Link](https://x.com/anyuser/status/1981771084207968467)  2025-10-24T17:13Z [----] followers, 28.1K engagements


"$ASTS: The @AST_SpaceMobile subreddit FAQ is now freshly updated with new information. + Key DD links and resources + Valuation calculators + Launch providers + What's stopping Elon from refusing to launch AST's BlueBird satellites + How many satellites are needed for coverage + AST keeps missing their guidance for satellite launches. What is going on here How do we trust them moving forward + What are AST's plans with Block [--] Block [--] and Block [--] satellites and how does that relate to spectrum usage + Do AST satellites support 4G LTE 5G 6G 7G etc. + When will ASTS get regulatory clearance"  
[X Link](https://x.com/anyuser/status/2014999644569526360)  2026-01-24T09:52Z [----] followers, 11.1K engagements


"$ASTS Something to watch "SAT Streamlining Act" NGSO is heating up. Everyone wants a constellation including To Sam. A certain Texas lawmaker is attempting to slash some red tape. 1/n"  
[X Link](https://x.com/anyuser/status/2022438040690475036)  2026-02-13T22:29Z [---] followers, [----] engagements


"$ASTS weekly chart: 4th consecutive red close. Over the last two years it's never gone [--] consecutive red weekly closes. Odds are favorable for a green close next week. It was also the 3rd consecutive red candle (Friday's close below Monday's open next week's open will be Tuesday). We've had two instances of a 4th but it's uncommon. The weekly 35ema has been a key reversal spot since last April. So a sweep to $70 would be where I would expect bulls to show up in a big way. *NFA https://twitter.com/i/web/status/2022424813818593672 https://twitter.com/i/web/status/2022424813818593672"  
[X Link](https://x.com/anyuser/status/2022424813818593672)  2026-02-13T21:37Z 113.9K followers, [----] engagements


"COLONY GROUP INCREASE THEIR AST SPACEMOBILE HOLDINGS BY OVER 8000% Colony Group started with only [-----] shares in Q2they have jumped in head first during Q4 🔥 They picked up over [----] million shares 🤯 Q3 [----] - [-----] Q4 [----] - [-------] Change - [-------] $ASTS"  
[X Link](https://x.com/anyuser/status/2022399666902700159)  2026-02-13T19:57Z 17.4K followers, [----] engagements


"$ASTS $GOOG: @Google knows what they own. 🤝 $GOOG 13F Q4 [----] Top positions: 1) AST SpaceMobile $ASTS 2) Planet Labs PBC $PL 3) Revolution Medicines $RVMD 4) Arm Holdings $ARM 5) Freshworks $FRSH 6) UiPath $PATH 7) GitLab $GTLB 8) Tempus AI $TEM No major changes in Q4 https://t.co/aToYSQMBMe $GOOG 13F Q4 [----] Top positions: 1) AST SpaceMobile $ASTS 2) Planet Labs PBC $PL 3) Revolution Medicines $RVMD 4) Arm Holdings $ARM 5) Freshworks $FRSH 6) UiPath $PATH 7) GitLab $GTLB 8) Tempus AI $TEM No major changes in Q4 https://t.co/aToYSQMBMe"  
[X Link](https://x.com/anyuser/status/2022378274417184862)  2026-02-13T18:32Z [----] followers, [----] engagements


"$GOOG 13F Q4 [----] Top positions: 1) AST SpaceMobile $ASTS 2) Planet Labs PBC $PL 3) Revolution Medicines $RVMD 4) Arm Holdings $ARM 5) Freshworks $FRSH 6) UiPath $PATH 7) GitLab $GTLB 8) Tempus AI $TEM No major changes in Q4"  
[X Link](https://x.com/anyuser/status/2022353451527868622)  2026-02-13T16:53Z 72.5K followers, 11.4K engagements


"🧵 Observations on QuantumScapes Development Stage (Post-Earnings) I understand many investors were disappointed by the recent earnings call. Expectations were high making some level of disappointment inevitable. However expecting a fully finished product from the Eagle Line at this stage was likely unrealistic. My personal disappointment isn't with the Eagle Line but with the lack of clarity regarding JDA partners. The absence of specific names or new announcements remains a missing piece. That said lets focus on the fundamentals. Here is my take on the current situation: 💡 Are Eagle Line"  
[X Link](https://x.com/anyuser/status/2022353830437064940)  2026-02-13T16:55Z [---] followers, [----] engagements


"RT @The_SPACTATOR: $ASTS: AT&T CEO John Stankey on Squawk Box discussing their partnership with AST Spacemobile and future satellite connec"  
[X Link](https://x.com/anyuser/status/2022338748730802471)  2026-02-13T15:55Z [----] followers, [--] engagements


"$ASTS: AT&T CEO John Stankey on Squawk Box discussing their partnership with AST Spacemobile and future satellite connectivity $ASTS AT&T CEO Stankey interview this morning on CNBC talking connectivity fiber satellite. Highlighted importance of LEO's & their partnership with $ASTS @spacanpanman @Reformed_Trader @mc_khristina https://t.co/EVPXdhiJfK $ASTS AT&T CEO Stankey interview this morning on CNBC talking connectivity fiber satellite. Highlighted importance of LEO's & their partnership with $ASTS @spacanpanman @Reformed_Trader @mc_khristina https://t.co/EVPXdhiJfK"  
[X Link](https://x.com/anyuser/status/2022319134302761415)  2026-02-13T14:37Z [----] followers, 16.6K engagements


"$ASTS AT&T CEO Stankey interview this morning on CNBC talking connectivity fiber satellite. Highlighted importance of LEO's & their partnership with $ASTS @spacanpanman @Reformed_Trader @mc_khristina"  
[X Link](https://x.com/anyuser/status/2022308403754815673)  2026-02-13T13:54Z [----] followers, 22K engagements


"$IRDM: Before people get all lathered up on the Iridium's spectrum value do yourself a favor and learn these acronyms: TDD FDMA and TDMA Structurally it's very limiting and would complicate anyone's potential use of it. Maybe I'll do a space to discuss it in more detail. 🤷♂"  
[X Link](https://x.com/anyuser/status/2022059293391126612)  2026-02-12T21:24Z 43.7K followers, 14.5K engagements


"$ASTS IMO in short term share price would not be much different than if they hadnt done capital raises. Long term it brings value higher & reduces downside risk with a fortress balance sheet. Use $RKLB as to comp that shows similar pullbacks but AST has raised $3.5b"  
[X Link](https://x.com/anyuser/status/2022180833743012016)  2026-02-13T05:27Z [----] followers, [----] engagements


"RT @andreahuguely: Work was fun today. LOL"  
[X Link](https://x.com/anyuser/status/2022157194079392140)  2026-02-13T03:53Z [----] followers, [--] engagements


"Work was fun today. LOL. 🧇🧇🧇🧇🧇 🧇🧇🧇🧇🧇"  
[X Link](https://x.com/anyuser/status/2022156895017123901)  2026-02-13T03:52Z [----] followers, [----] engagements


"🧇🧇🧇🧇🧇 AST SpaceMobile Successfully Completes Unfolding of BlueBird [--] the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit https://t.co/gA4cdxPbic https://t.co/fDprUNjg8z AST SpaceMobile Successfully Completes Unfolding of BlueBird [--] the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit https://t.co/gA4cdxPbic https://t.co/fDprUNjg8z"  
[X Link](https://x.com/anyuser/status/2021603188147663002)  2026-02-11T15:12Z 879.8K followers, 57.3K engagements


"$ASTS: International S Band mod and domestic 2Ghz app were accepted for filing and public noticed today This means there were no issues with the filing and regulatory process can continue - International S Band is for using S band spectrum in other countries - Domestic 2Ghz is for using the unused sliver of 5Mhz uplink spectrum next to AWS4"  
[X Link](https://x.com/anyuser/status/2022068022656348418)  2026-02-12T21:59Z [----] followers, 15.8K engagements


"$ASTS it's pretty rare for nearly the entire candle to trade below the lower BB but that's what happened today. In the last two years it has marked a low. The last time was on 9/9/25 on the UBS downgrade and the time before that was 4/2/2024 which was the all time low. To add to it today was the largest single day percent drop since April 2nd [----] (all time low). The caveat is the current RSI readings are not nearly as oversold as the prior two times we traded below the BBs. So while I expect a strong bounce in the near term I cannot rule out the possibility of a lower low later in the month"  
[X Link](https://x.com/anyuser/status/2022059895772918136)  2026-02-12T21:27Z 113.9K followers, 32.7K engagements


"$ASTS: I expect Morgan Stanley and JP Morgan to pick up research coverage of AST SpaceMobile in the coming weeks/months which will help broaden institutional interest. While UBS was listed on public docs as the "Placement Agent" the actual bookrunners and co-managers for the deal were: Joint Book-Runners: UBS Barclays Bank of America Deutsche Bank 👉 JP Morgan 👉 Morgan Stanley Cantor Fitzgerald William Blair Co-Managers B Riley Roth Capital Clear Street You know who is missing from here Scotia Bank 😂 https://twitter.com/i/web/status/2022057324559397254"  
[X Link](https://x.com/anyuser/status/2022057324559397254)  2026-02-12T21:16Z 43.7K followers, 29.9K 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/anyuser/status/2022026525374132717)  2026-02-12T19:14Z [----] followers, 10.6K engagements


"AST SPACEMOBILE DIRECT OFFERING - KEY FACTS Repurchasing - $46.5m of 4.25% and $250m of 2.375% convertible notes Offering - 6.3m shares Shares Removed - 5.15m Additional shares - 1.15m Price - $96.92 Repaying - $300m of debt Saving - $51.4m interest across the life of the bond $ASTS https://twitter.com/i/web/status/2021919670090006624 https://twitter.com/i/web/status/2021919670090006624"  
[X Link](https://x.com/ASTS_Investors/status/2021919670090006624)  2026-02-12T12:09Z 17.4K followers, 16.1K engagements


"$ASTS shockingly enough even today's major dip from the notes offering is in line with the space basket. I sound like a broken record but it couldn't be more obvious. The high-beta/space basket trade is running things more than what most are willing to accept"  
[X Link](https://x.com/anyuser/status/2021987145339252915)  2026-02-12T16:37Z 113.9K followers, 12.8K engagements


"SENATE COMMERCE COMMITTEE APPROVES BILL TO SPEED APPROVALS OF NEW SATELLITE LAUNCHES"  
[X Link](https://x.com/anyuser/status/2021966946271740309)  2026-02-12T15:17Z 1.2M followers, 99.5K engagements


"@peterlindmark Looks like a very positive offering for the company. Would be foolish not to take it when a lot of avenues are opening for different revenue models. Allows the company to move a lot faster fuck the haters"  
[X Link](https://x.com/anyuser/status/2021916000967602197)  2026-02-12T11:55Z [--] followers, [----] engagements


"$ASTS Private offering: the pricing of $1.0 billion aggregate principal amount of 2.250% convertible senior notes due [----]. The Notes have an initial conversion price of approximately $116.30 per share of AST SpaceMobiles Class A common stock which represents a premium of approximately 20% to the last reported sale price of AST SpaceMobiles Class A common stock on February [--] [----]. https://feeds.issuerdirect.com/news-release.htmlnewsid=8834288073507366&symbol=ASTS https://feeds.issuerdirect.com/news-release.htmlnewsid=8834288073507366&symbol=ASTS"  
[X Link](https://x.com/anyuser/status/2021914316270616972)  2026-02-12T11:48Z [----] followers, 10.1K engagements


"AST SPACEMOBILE $1BN CONVERTIBLE BOND- KEY INFORMATION Bond - $1bn Proceeds - $983.7m Interest - 2.250% Conversion premium - 20% Conversion price - $116.30 Overallocation - $150m Proceeds if exercised - $1131.4m $ASTS"  
[X Link](https://x.com/ASTS_Investors/status/2021914485410476540)  2026-02-12T11:49Z 17.4K followers, 15.4K engagements


"AST SPACEMOBILE ANNOUNCES PRICING OF PRIVATE OFFERING OF $1.0 BILLION OF CONVERTIBLE SENIOR NOTES DUE [----] MIDLAND Texas--(BUSINESS WIRE)--AST SpaceMobile Inc. (AST SpaceMobile) (NASDAQ: ASTS) the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones designed for both commercial and government applications today announced the pricing of $1.0 billion aggregate principal amount of 2.250% convertible senior notes due [----] (the Notes) in a private offering (the Notes Offering) to persons reasonably believed to be qualified"  
[X Link](https://x.com/ASTS_Investors/status/2021913366407647294)  2026-02-12T11:44Z 17.4K followers, [----] engagements

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