Nintendo are real tech wizards.

If this works, I'm treating myself to a volcano lair. It's time.

🎯 $NTDOY

Amazingly obvious what the right thing to do here is if there’s only one retail guy backing this proxy.

Congrats to @elonmusk for becoming earth’s first trillionaire

Someone on Reddit built a game where you ride a dirt bike on top of any company's stock chart.

Learn more here. merlinlabs.com/news/going-fi…

No traditionally crewed, fixed-wing aircraft has ever flown autonomously in commercial revenue service. We're targeting New Zealand in 2027. Our goal is for Merlin to be the first company to do that with real autonomy on real planes flying real routes in revenue-generating operations. We've been operating a flight test center in Kerikeri since 2022, logging hundreds of autonomous flights with Merlin Pilot, the same system we're certifying with New Zealand's CAA on a concurrent validation pathway with the U.S. Federal Aviation Administration (FAA). We're now approaching the final phases of that certification journey. Many of the companies attempting to commercialize autonomous flight are using custom-built eVTOL airframes or remote operators. We're doing it the hard way, on fixed-wing aircraft with autonomy in the cockpit, because we believe that's what the future of aviation actually looks like.

$ASTS I wonder what all of the folks that don’t get SpaceX IPO shares will do when the stock opens >20% on IPO day? If you guessed that they’ll end up buying their comps like AST and RocketLab, you’re probably right. Both will make new ATH by next week.

To all the @elonmusk fans and @Starlink $TSLA fans - I respect what @SpaceX has built. But let me show you why Starlink Mobile isn't even playing the same game as $ASTS , and why ASTS is trading at a steal right now. It comes down to spectrum. And once you understand spectrum, the entire D2D picture becomes obvious. Think of radio spectrum like sound from a speaker. Bass notes are low frequency - they travel far, go through walls, you feel them in the next room. Treble notes are high frequency - crisp and clear but step behind a wall and they disappear. This is physics. Can't be engineered around no matter how many satellites you launch. Here's who owns what in D2D: LOW-BAND - the bass. Goes through walls, buildings, cars. → 700 MHz: AT&T and FirstNet own it. Leased to ASTS. FCC authorized for 248 satellites. This reaches you inside your house, in a basement, in a parking garage. → 800/850 MHz: AT&T and Verizon own it. Leased to ASTS. FCC authorized. Same indoor penetration. → 902-928 MHz: Federal radiolocation band. ASTS filed to test radar here for the Space Force starting June 12. Defense revenue on a different frequency. Nobody else has D2D authorization on low-band. Not SpaceX. Not Amazon. Not Qualcomm. It's all owned by carriers who spent tens of billions at auctions over decades to lock it up. MID-BAND — the treble. Outdoor only. Does not penetrate buildings. → SpaceX: ~65 MHz owned (AWS-3, AWS-4, H-Block, 1695-2180 MHz range). Paid $17B for it through EchoStar. Real spectrum. But current phones don't support these bands. SpaceX's own VP said commercial launch mid-2027. And even then mid-band still doesn't go indoors. → SpaceX current D2D: T-Mobile PCS (~1900 MHz), leased. Powers Starlink Mobile today at 3-7 Mbps. Texting and basic data. Outdoors only. T-Mobile CEO said they're seeing "a lot less usage than originally thinking." → Amazon/Globalstar: ~25 MHz total. 8 MHz L-band 16.5 MHz S-band. Asymmetric — caps two-way throughput. Narrowband, not broadband. D2D system not launching until 2028 at earliest. Amazon paid $11.6B for this. → Ligado: 45 MHz L-band. FCC approval pending for 7 years. GPS lobby blocking it. ASTS'S OWNED SPECTRUM - this is what nobody talks about: → ASTS acquired 40 MHz of Ligado's L-band spectrum for $550M upfront plus $80M per year on an 80-YEAR lease. That's not carrier-leased spectrum. That's ASTS-controlled spectrum with usage rights through 2106. This gives ASTS the ability to operate independently of carriers if needed - a backup path nobody is modeling. → ASTS also secured S-band spectrum priority rights for $64.5M. SPECTRUM ASTS IS FIGHTING FOR: → 1675-1680 MHz: Last week ASTS's SVP of Regulatory Affairs Jennifer Manner met directly with FCC staff to argue this band should be auctioned for satellite D2D use. Qualcomm wants it reserved for "sidelink" - terrestrial device-to-device communication for things like vehicle-to-vehicle. If Qualcomm wins, the band gets locked for one ground-based technology. If ASTS wins, it opens more mid-band spectrum for satellite D2D expansion. NTIA already identified this band as a potential D2D candidate. ASTS is fighting to keep the door open and imo ASTS will win. THE FULL ASTS SPECTRUM POSITION: Commercial D2D: 700/800 MHz (carrier-leased, FCC authorized, indoor capable) Owned spectrum: 40 MHz L-band (80-year rights) S-band priority rights Defense: 902-928 MHz (radar/PNT for Space Force, testing June 12) Future expansion: 1675-1680 MHz (fighting Qualcomm at FCC) Gateway: V-band for feeder links Now here's why this is a moat and not just a list: ASTS is the ONLY D2D company with indoor coverage. Low-band penetrates walls. Everything else doesn't. When SpaceX fans say "Starlink will figure it out" - figure out what exactly? They have zero low-band. The carriers who own it will never lease it to a company building a competing network. That's not a technology problem. It's a trust problem. And trust takes decades to build. ASTS has both leased AND owned spectrum. The carrier-leased low-band gives them indoor D2D today. The Ligado L-band gives them 80 years of independent spectrum rights. Nobody else in D2D has this dual structure. Carriers are equity investors in ASTS. AT&T, Verizon, Vodafone - they put their own money in. Then all 3 US carriers formed a JV around ASTS technology. They trust ASTS with their spectrum because ASTS makes their network more valuable, not replaceable. ASTS is playing four spectrum games simultaneously. Carrier-leased D2D. Owned L-band. Defense radar. FCC lobbying for future expansion. Show me another company doing this. What did everyone pay for spectrum? SpaceX: $17B for 65 MHz mid-band (outdoor only, phones don't support it yet) Amazon: $11.6B for ~25 MHz narrowband (asymmetric, 2028 at earliest) ASTS: $550M $80M/yr for 40 MHz L-band (80-year rights) PLUS free carrier-leased low-band that nobody else can get SpaceX is valued at $1.75T. Amazon's space division has invested $21B . ASTS market cap? $35B. With the only indoor D2D spectrum, 80 years of owned spectrum rights, defense radar capabilities, and every major US carrier as a partner. Bass goes through walls. Treble doesn't. The carriers own all the bass. They gave it to ASTS. $ASTS - 3 more BlueBird satellites heading to orbit on Falcon 9 this month. The spectrum is locked. The rockets are ready. 🛰️ @SawyerMerritt @TeslaBoomerMama

The Legend of Zelda: Ocarina of Time will be reborn on Nintendo Switch 2 in 2026. #NintendoDirect

The Legend of Zelda Ocarina of Time Remake releases on Switch 2 in 2026.

$MRLN: TD Cowen initiates Merlin with Buy Rating and $11 Price Target

AST SpaceMobile Announces Launch Date for BlueBird Satellites 8, 9, and 10 businesswire.com/news/home/2…

$ASTS $SPCX:🚨 SPACEX CFO BRET JOHNSEN DISCUSSES PLAN TO ROLL OUT STARLINK MOBILE GLOBALLY TO COMPETE WITH MNOS OVER THE NEXT 2 YEARS Starlink is focused on "attacking terrestrial markets" from space Starlink Mobile will become "table stakes" and “others (MNOs)” will have to come up with comparable solutions to compete Connectivity overall is a $1.6 trillion a year TAM

$NBIS #GoHoosiers!

LETS GOOOOOOO!!!

Erin Staine-Pyne, Merlin's General Manager of Mobility, spent 27 years in the Air Force flying the C-130 and C-17. In her latest blog post, she makes the case for why the C-130J is one of the most ideal platforms in the world for autonomy. As she shares, the aircraft executes clandestine missions for Special Operations Forces, lands on dirt strips blacked out at night, and pivots from combat logistics to humanitarian relief, all within the same airframe. Few aircraft experience the same level of operational variability, complexity, and crew workload. We believe that autonomy's greatest near-term value on a platform like this is reducing workload, increasing situational awareness, and improving safety when it matters most so crews can focus on the mission and come home safely. Read the blog post here. merlinlabs.com/news/why-the-…

Join us on June 9 at 7am PT for a #NintendoDirect followed by Nintendo Treehouse: Live! The Nintendo Direct will be roughly 50 minutes and Nintendo Treehouse: Live will be 95 minutes. Watch here: ninten.do/6010v5TG2

I posted twice this week that something big is brewing on the defense side of $ASTS based on job postings and LinkedIn activity. That was speculative. This isn't. $ASTS just filed with the FCC for authorization to test RADIOLOCATION capabilities - that's radar on their existing in-orbit satellites. Starting June 12. Customer named directly in the filing: Space Development Agency, U.S. Space Force. What was public - a $30M HALO contract for "tactical satellite communications." What this filing reveals - the satellites can do radar. That connection was never disclosed. 902-928 MHz. Short pulse transmissions. Completely separate band from the commercial 700/800 MHz broadband service. The satellites are multi-band. Cellular broadband for AT&T on one frequency. Radar for the Space Force on another. Same satellite. Classified defense work stays hidden. But you can't transmit from a satellite over US soil without telling the FCC. The regulatory requirement just exposed what the job postings were hinting at - the C2/ISR/PNT qualifications, the radar testing roles, the TS/SCI clearances, the Tysons Corner move. It all connects now. One constellation. Carrier revenue. Defense revenue. Two completely different TAMs on the same hardware. Testing starts June 12. Same day SpaceX begins trading. Dual-use & defense pipeline isn't a speculative thesis anymore. It's an FCC filing. $ASTS 🛰️