Kevin Chen @Defiantclient2

🚨 $ASTS BLUEBIRD11 IN FULL DEPLOYMENT? 🚨 The dashed lines in upper two panels here shows an major inclination and a major eccentricity glitch in the latest spaceForce TLE while the SupGP data from ASTs own satellites telemetry system does not. Historically for all other bluebirds there has been either eccentricity or inclination glitches like this (sometimes both) on the last SpaceForce TLE before the full deployment is made obvious in a large BSTAR drag spike. The glitches are due to mismatch of the data points upon the deployment between where it is and where its supposed to be without deployment. I expect the cause of this glitch to be revealed by the next TLE. The alternative explanation to the glitch would be thruster tests on increased power. As obvious from the other panels the spacecraft has been using propulsion since around sept 10.

*PRESIDENT TRUMP: IRAN HAS BEEN TALKING TO US, EVEN TODAY. I THINK A SETTLEMENT WILL BE REACHED. OUR RELATIONSHIP IS DEVELOPING.

Autonomous trucking company Aurora looks to accelerate toward profitability cnbc.com/2026/09/22/aur…

@mikeddano @Light_Reading Equatys is just trying to justify their spectrum squatter position 🤣

🚨 $ASTS BlueBird 11 performs propulsive maneuvers. 🚨 It’s evident by BSTAR drag numbers approaching zero (chart one) Altitude increasing (chart two) And the eccentricity of the orbit dropping towards a perfect circle. These maneuvers are not possible without full control of the satellite and will inform the company on how to operate later Block3 ASIC satellites that will be in this final stage (bar) during orbital raise. The maneuvers conclusively debunks a frequent bear-case that the satellite is not under control and in active testing. It is obviously fully controlled. 🐾

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$ASTS Honduran Regulator describes the 5 day program the US Dept of Commerce (and other US orgs) organized for various global delegates/regulators regarding American NGSOs They convened this program in 2 locations - Washington D.C and Midland Texas 👀 (Translated from Spanish)

$ASTS Well, looks like the META partnership is all but officially confirmed. "That's why I'm not at all surprised. I saw Facebook teaming up with AST and I was like, "Yeah, that makes sense." Exactly what they want to do."

$ASTS "For the phone companies, this is the best thing that's happened maybe in 20-25 years since texting came out."

$ASTS Expert thinks it's going to be 20-25% of your phone bill with 20% of penetration in developed markets. That means D2D is north of a $10bn market in the US alone. I think it will be more because this doesn't account for defense, radar and emergency services, etc.

@nogoooooooood @QuantumScapeCo You are still dodging the question. What is the current publicly communicated timeline to mass commercialization of QSEV and QSDC? It has not changed for the last several quarters going at least as far back as early 2025.

$QS: So far, it looks like @QuantumScapeCo was the only battery company to be at the recent Atlantic Council event. This would make sense as QS uniquely has the architecture for anode-free manufacturing. And with noncombustible ceramic separator solving all safety issues, QS makes the most sense for a large US government investment or partnership. The first interview out of the event is now posted and it features QS CEO Dr. Siva Sivaram. Description and link as follows. 🤝 China dominates today’s battery supply chains, but does the United States need to compete on China’s terms? QuantumScape President and CEO Siva Sivaram joined Atlantic Council Global Energy Center Senior Director Landon Derentz to discuss how next-generation battery technologies can reshape supply chain vulnerabilities, create new opportunities for US technological leadership, and support growing demand across energy infrastructure, defense, and transportation. reddit.com/r/QUANTUMSCAPE…

It's been an exciting day! @CNBC's @Lebeaucarnews caught a ride with @chris_urmson from Houston→Dallas today in an Aurora Driver truck — no one behind the wheel. Live interviews all morning. cnbc.com/video/2026/09/…

$ASTS: More movement on the Ligado Skyterra modification application including push back on the request to reveal confidential information. fccprod.servicenowservices.com/icfs?id=ibfs_a…

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@nogoooooooood @QuantumScapeCo Their publicly guided timeline hasn’t changed for the last ~2 years. So you have only yourself to blame for continuing to hold shares. I’m still waiting for your reply here on what you think that timeline is.

Kevin Chen @Defiantclient2

24 hours ago

@nogoooooooood @QuantumScapeCo No, I’m talking about their public information. When you say “no one believes in their timeline”, I’m curious what you think that timeline is.

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$ASTS BlueBird Spotter 1.19 is here. A redesigned globe, animated coverage zones, new 3D satellite exploration, and performance improvements throughout. Download for iPhone & iPad: apps.apple.com/us/app/bluebir… Here’s what’s new. 👇 1/5

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@Staudinger333 I hope so 🙏

@nogoooooooood @QuantumScapeCo No, I’m talking about their public information. When you say “no one believes in their timeline”, I’m curious what you think that timeline is.

@nogoooooooood @QuantumScapeCo So you don’t know

$ASTS $TIMB - AST SpaceMobile was just approved temporary authorization to test V Band frequencies for its Brazilian Gateway. From the Act made public from ANATEL, it appears testing is performed in TIM Valley. This is a facility owned by TIM Brazil.

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$ASTS $SPCX $RKLB $RDW $LUNR: Another interesting difference in price action between $SPCX vs space basket again. It doesn’t seem like $SPCX is in the space basket. 🤔

@nogoooooooood @QuantumScapeCo What do you think that timeline even is?