$ASTS: Stick around, the ticker matters here. Back when execution algos were trader-driven, we controlled the variables: participation rate, order type, liquidity flags, VWAP/TWAP logic, sizing, timing, visibility, etc... Every block was monitored in real time and adjusted based on tape action, liquidity and macro conditions. Today, most execution flows are fully automated and optimized for one thing: speed. Not business quality. Not long-term value. Just statistical edge and microsecond priority over competing algos. That shift created massive volatility across the market. A good example came last week with $RDW and $BKSY. Both sold off hard immediately after earnings, only to bounce back hard the following day. Why? Because many models are trained to react to consensus deviations instantly. Miss = sell. Beat = buy. The objective is to capture the first move before slower participants can respond. Same dynamic applies to ATM announcements and other headline driven events. The weakness is obvious: the algo understands the print, not the company. It does not understand backlog quality, execution cadence, long-term contracts, industry positioning, or whether the miss is even materially relevant to the thesis. That disconnect creates opportunity for investors who actually know the underlying business. Which brings us back to AST SpaceMobile. Following today’s miss, automated flows hit the stock aggressively. From my perspective, it's clearly de-risking rather than fundamental repricing. Especially considering the solid earnings call. In a sector with strong momentum and improving institutional attention, these events can become attractive entry points once the market realizes the core story remains intact. Would not be surprised to see buyers step back in over the next few days as the broader market digests the call beyond the headline numbers.

Hey @saylor I found that venture capital firm you were talking about

Today we’re excited to announce, through our partnership with @Centrifuge, Caesar will become the first AI company taking steps towards issuing onchain equity.

today we launched ChatGPT. try talking with it here: chat.openai.com

Prediction. $IREN will announce $NVDA takes a 7% equity stake in the business. Likely Thursday morning (earnings day) but could be as early as tomorrow or Wednesday. NFA.

We doubted IREN and Nebius at one point while we liked Coreweave but now it just doesn't matter... there is that much demand

📢3Q25 Earnings Season Heats Up (10/29) • 176 companies reporting this week • 195 have reported so far (39% of the S&P 500) • 85% are beating estimates (median surprise: 6%) • 15% are missing (median miss: -3%) 🔗 Full report: fsinsight.com/market-intelli…

Quiet doesn’t mean still. Tune in to the Core Scientific investor update call to see what we’ve been building and what's next for $CORZ 🗓️ Date: October 30, 2025 ⏰ Time: 11:30 AM ET 📞 Link to join call: bit.ly/4hJ6wI4 Read the full press release: bit.ly/3X2ErSl

High R/R microcaps AI datacenter (nee miner) bets placed in the last 10 days -> $SLNH $DGXX My method -- instinct with light diligence. Come & go fast on bets like this with intent to layer in on observation of leadership clarity & execution to statements.

I've read Frans and some of the others you might classify as shills for brinking 2 years now. They bring data & clear reasoning to their stances. I also see you with substantive stances on other tickers, but you do have a tendency to miss the point or dismiss substance in responses around $IREN. Doesn't stop me from reading you otherwise. My stance is simple. Past BTC mining prowess is funding a largely pre-revenue AI DC company with a large power asset base that is positioned to do well. They've sufficiently proven ability to execute and also that they will be smart and nimble in adjusting in this competitive dynamics with many smart players playing. Yes some of the stances on how unique IREN is & the arguments about NBIS & CRWV can grate including on my nerves as an experienced software enterpreneur. I ignore it, because I essentially buy that they will be a winner in the next few years among others too.

BlueBird 6 has completed final assembly and testing and is ready for flight! 🚀🚀🚀🚀🚀🚀 On October 12, it will head to India aboard an Antonov large cargo plane ✈️ We are officially kicking off our next-gen launch campaign: • BlueBird 7 is expected to ship to the Cape Canaveral launch site in October • BlueBirds 8-16 are in various stages of production, with launches planned every 1-2 months on average during 2025 and 2026 • On track to complete 40 phased arrays by early 2026, bringing us to BlueBird 46 • Expecting 45-60 satellites in orbit by year-end 2026 We have partnered with 50 mobile network operators serving nearly 3 billion subscribers, supported by a flexible spectrum strategy blending our own licensed spectrum with partner spectrum. These BlueBirds will be the largest commercial satellites ever deployed in LEO – each featuring a 2,400 sq ft phased array with true direct-to-cell broadband, capable of up to 10,000 MHz of processing bandwidth and peak speeds of 120 Mbps per cell 🌎📶#5G #ASTSpaceMobile #BlueBird6 #NextGenBlueBird #BroadbandFromSpace #ConnectingtheUnconnected