Väga suurte languste puhul on väga lihtne otsuseid teha - kui fundamentaal pole drastiliselt muutunud, on languse põhjus lihtsalt turuga koos alla sõitmine või üleostetud tasemetelt alla sõitmine, seega on suurem tõenäosus, et kui langus läbi, tuleb ka ülespoole liikumine priskem. Seega pole vaja põhja ajastada, võid lasta põhjast näiteks Ellioti laineteooria järgi 1-2 üles-alla ära teha ja siis 3. laine 1-2 ära teha ja siis sisse minna ja siis jalad seinale ja naudid sõitu.
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Suht kindlalt tuleb Hiina mitte mütsiga, vaid hinnaga lööma.
Ja see, et hiinlastel USA-sse asja pole, on kindel, Euroopa osas ei ole siin kindlat küll midagi ja muu maailma osas on tugev arvamus, et hiinlastele jääb köie jämedam ots. Lisaks ei ole praeguse Trumpi ajastul üldse nii kindel, et USA valitsusega satelliitside teemaline lepingupartner mujal parketikõlbulik on. Lisaks Starlink. Kui ma ei eksi, siis Starlink omab siin ainsana käivet ja kliente ning tohutut hulka raha, mida igas lõigus määrimiseks vaja läheb. Olgu see siis innovatsioon, müük, lisa ise otsa.
Seda, et täna telefonid veel ei ühti Starlingiga, ei ole suur probleem, sest ASTS-l pole telefonidega midagi linkida.
Ja lõpuks kordaks seda, et lahendatakse karupees olevat probleemi, kus ei ole raha. Kui seal raha oleks, küll oleks seal juba ka levi.
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Ei midagi uut. Ka eelmisel aastal, peale suurt tõusu käis korra 40 peal, peale seda pendeldas 8 kuud 20 ja 30 vahel. Kahekümne kandist võtsin alati juurde, ei müünud midagi. Sel aastal olen võtnud nõuks väiksema osa aktsiatega kaubelda. 85 ja 100 vahel müüsin 30%. Praeguseks olen kõik tagasi ostnud. Väiksemas mahus tegin sama ka augustis. Tänu sellele on mu pikajalisel kontol olevate aktsiate keskmine hind -4 kopikatega $. Ehk siis turg on mulle juba maksnud üle nelja $, et ma need omale võtaks. Sedamoodi on võimalik oma väga pikaajalist positsiooni natuke hekitada, turvalisemalt kui näiteks shortides. Ainult kannatust on vaja. Ma olen selle aktsiaga tegelenud aastast 2021
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Ukraina Kievstar hakkab koostöös Starlinkiga pakkuma Direct to Cell teenust, mis lubab moblalt SMS’i saata. Tähtaega pole küll märgitud.
Ukr allikas
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AST esitas FCC’le vastuse erinevatele Space-X, T-Mobile vastulausetele, mida litsentsitaotluse raamistikus esitatakse.
See on selles mõttes huvitav dokument lugemiseks, kuna seal on üsna detaillselt lahti seletatud, kuidas tehnoloogia töötab, kuidas tagatakse SCS nõuded jms.
CONSOLIDATED RESPONSE OF AST & SCIENCE, LLC
Mõned märkimistväärt lõigud toon välja:
“26 AST SpaceMobile’s satellites operate at signal strengths on the Earth’s surface similar to the average signal strength level of terrestrial base stations.”
“Because UEs (User Equipment) communicating with the satellites are the same as those connecting to terrestrial networks, UE-to-satellite transmissions will meet applicable power and OOBE limits to the same extent as UE-to-terrestrial base station transmissions. There is no difference between the interference environments.”
“…By contrast, SpaceX’s approach to cluttering our shared space with tens of thousands of
satellites in very low-Earth orbits is technologically outdated. … Commission instead should consider imposing more stringent requirements on SpaceX-like satellites and re-assessing collision risks posed by SpaceX’s space-cluttering NGSO constellations.”
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Tahaks aru saada põhjustest miks T-mobile on teinud panuse Eloni peale olukorras kus konsensus vajub järjest rohkem AST poole
- Kas nad on ka turu vajaduste osas skeptilised ja arvavad, et esialgu on nõudlus ainult SMS ja hädaohu teenustele mis on Starlinkis hõlpsasti saavutatav
- Ilmselt nad ka teavad, et ASTi paati on võimalik igal hetkel ümber hüpata. Vaevalt AST ei ütleb
- Said nad mingit hinnaalandust olemasolevate Starlinki teenustega seoses
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Kogu projekt algusest peale toetus peamiselt Muski lubadustel ning PR tehti ilmselt kiirustades vahetult enne BW3 taevasse lennutamist ning Apple Globalstar teenuse lansseerimist, mis mõlemad toimusid septembris 2022.
Tänaseni ei ole suudetud seda teenust korralikult tööle saada.
Mis seal taustal toimub ja palju DeutcheTelecom’il siin öelda on raske hinnata. T-Mobile CEO vahetati novembris välja. St vähemalt selles kontekstis on lubadusi andnud mees eemaldatud.
Ma arvan, et FCC pigem soosib ja ASTi poolt pikemas plaanis ei ole piiranguid. Aga hetkel on ASTil 2 strateegilist partnerit ATT ja VZ ning 70% USA turust sellega kaetud. Ma arvan, et nad ei kiirusta TMUSiga, isegi kui see laual peaks olema. Selleks ei ole kohe vajadust ning oma praeguste partnerite suhtes oleks natuke ebaviisakas.
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Täna huvitav arutelu hiidste fb grupis, tuleb välja, et üksjagu kasutab Starlink teenust, tundes mõndasid, siis täita tavalises tüübid, 50 euri kuus ja speed testid väljas nii 300mb kiirust asjal.
Mina panin endale starlinki neti paar aastat tagasi poole kohaga selle pärast, et toetada Eloni suuri plaane. Kui tal katus lõplikult maha sõitis, siis keerasin kinni.
Arvestades sellega kui agressiivselt üritati mind teenust uuesti aktiveerima meelitada(nt tasuta perioodid ja seadmed, pidevad reklaamid jne), siis tundub, et ma ei ole nende mõtetega üksi…
Samas ka tähelepanek - mida aeg edasi seda aeglasemaks kiirused läksid. Väga lihtne oli autoriõiguste alast hoiatust saada jne…
Autoriõiguste alast hoiatust? Misasja?
Suvalist internetist alla laetavat meediat võidakse piraatluseks pidada. Koheselt saad kurja automaatse teate. Igasugu torrentid jms võid kohe julgelt Starlinkiga ära unustada…
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Reuters: Marchesini Group buys 44,38% equitu stake in AST
Global partnership to expand Market presence
EDIT Vale AST
See pole see Ast.
Yahoo on ka varasemalt mingeid muid aste asti uudiste alla linkinud.
Elon Musk oma plaanidest:
"Since these frequencies aren’t supported in current phones, the chipset has to be modified to add these frequencies and that probably is a two-year time frame.”
“The phones that are able to use the spectrum that was acquired probably start shipping in around two years.”
“And then we also need to build the satellites that are going to communicate on those frequencies.”
Nagu varem teada oli on SpaceX hetkel ASTS paar aastat maas.
Ainuke pudelikael ASTle on praegu rakettide lennud, mis ei sõltu neist
AT&T CEO John Stankey yesterday (9 September) told an investor conference yesterday he does not see SpaceX offering a D2D service which bypasses operators.
“Does 40MHz of spectrum allow for a robust terrestrial replacement? As we sit here today, the answer to that is no,” Stankey said.
“Over time, could that happen? Could somebody make a commitment to do something maybe different? Sure, it could happen.”
The CEO pointed to the failure of EchoStar to become the fourth mobile player in the US and the need for ground infrastructure to support a D2D service as barriers for SpaceX.
On ainult aja küsimus kui ka T-mob AST paati hüppab
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BREAKING: SpaceX’s $1.5 Trillion IPO Confirmed
I bought my 5-year-old son a telescope for his birthday last week.
When we take it out, he’ll see something I never saw as a kid: thousands of satellites, streaming across the night sky like a slow-motion meteor shower.
What he won’t see is what’s really happening up there.
Three hundred and forty miles above us, satellites the size of tennis courts are generating 100 kilowatts of power each. They’re busy running AI and machine learning algorithms, making millions of autonomous decisions per second, and optimizing their own operations in real-time.
The space AI revolution isn’t coming. It’s already here…
And this morning, it just became official.
The $1.5 Trillion Confirmation
This morning, Bloomberg broke the news: SpaceX is moving ahead with plans for a 2026 IPO that would raise more than $30 billion at a valuation of approximately $1.5 trillion.
If executed, this would be the largest IPO in history—surpassing even Saudi Aramco’s $29 billion offering in 2019.
Just last week, we were analyzing Musk’s careful non-denial of a 2026 timeline when The Wall Street Journal reported an $800 billion secondary sale valuation.
The actual number? Nearly double that.
SpaceX’s management and advisers are targeting mid-to-late 2026, according to multiple sources familiar with the matter who spoke to Bloomberg, Reuters, and TechCrunch.
But here’s what matters more than the valuation: what SpaceX plans to do with the capital.
The Space Datacenter Vision Gets Real
Last week, responding to Cathie Wood’s valuation model, Musk outlined his vision for space-based AI infrastructure:
“Satellites with localized AI compute, where just the results are beamed back from low-latency, sun-synchronous orbit, will be the lowest cost way to generate AI bitstreams in <3 years.”
He specified: “100 kW per satellite… 1 megaton/year of satellites yields 100 GW of AI added per year with no operating or maintenance cost, connecting via high-bandwidth lasers.”
According to Bloomberg’s reporting, proceeds from the IPO are expected to fund exactly this: a new generation of space-based data centers, extending Starlink’s role from connectivity provider into core infrastructure for cloud and AI workloads delivered from orbit.
This isn’t speculation anymore. It’s the stated use of capital for the largest IPO in human history.
The Company Already Building 100 kW Satellites
While Musk describes his vision for 100-kilowatt AI satellites launching in a few years, one American company has been mass-producing 100-kilowatt-class satellites with intelligent algorithms over the past year:
AST SpaceMobile, Inc. (ASTS).
Yes, the same ASTS we’ve covered as a SpaceX/Starlink buyout candidate.
The company is building the world’s largest commercial communications arrays in low Earth orbit.
CEO Abel Avellan has stated that their BlueWalker 3 prototype generated 20 kilowatts. Their next-generation BlueBird Block 2 satellites—launching this coming Monday from India—feature much larger 2,400-square-foot arrays.
Scale that up and you get roughly 100 kilowatts per satellite peak performance.
The AI You Didn’t Know Was There
Now, here’s where things get really interesting, and where I need to be clear: ASTS has never publicly discussed pivoting to space datacenters.
This is me connecting dots based on their technology.
Their current BlueBird satellites use FPGAs—reprogrammable chips that run machine learning algorithms for autonomous resource management, real-time anomaly detection, and dynamic beamforming optimization.
The next-generation satellites use a custom ASIC called the AST5000, with 10 GHz of processing bandwidth and AI algorithms hard-wired into silicon.
In other words: these are satellites with localized compute, where just the results are beamed back.
ASTS calls it “telecommunications infrastructure.”
But the technical architecture—high power generation, AI/ML-enabled compute, autonomous operations, thermal management for high-power electronics in a vacuum—starts to look really similar to the specifications Musk just described for space datacenters.
The only difference? ASTS runs signal processing algorithms. Musk wants to run LLMs. But the platform requirements are very similar.
Why This Matters
Could ASTS pivot to space datacenters?
They’re focused on their SpaceMobile network, potential Golden Dome defense contracts, and establishing themselves in direct-to-device communications.
But consider what they’ve already done:
Achieved 95% vertically integrated manufacturing across 500,000 square feet in Texas
Built capacity to produce 6 satellites per month by year-end
Developed custom ASIC design capability (the AST5000)
Run operational satellites demonstrating everything works
Have 3,800+ patents
And they are the only company building 100+ kilowatt satellites at scale in America.
The Plays
Here’s how I see things playing out…
The 2026 SpaceX IPO: Now confirmed. Retail investors still can’t buy in directly during the IPO allocation (though they’ll be able to trade once it’s public). Meanwhile, our backdoor plays remain positioned:
STMicroelectronics NV (STM) - satellite communications ground equipment.
Advanced Micro Devices, Inc. (AMD) - Versal AI chips in Starlink satellites.
Both benefit from SpaceX’s massive capital deployment into space infrastructure.
ASTS: BlueBird 6 launches December 15th. With a $1.5 trillion SpaceX IPO now confirmed and space-based AI infrastructure moving from concept to funded reality, the market is dramatically undervaluing what ASTS has built.
They’re trading as a speculative telecom stock. They might actually be strategic space infrastructure.
When SpaceX confirms it’s spending $30+ billion on the exact technology architecture your company has already deployed and proven… that changes the game.
One More Thing
My son is 5. By the time he’s 10, those satellites won’t just route phone calls. They’ll run AI models powering his education and entertainment. By the time he’s my age, the space economy will be larger than today’s tech industry.
The infrastructure is being built right now, 340 miles above his telescope.
The question isn’t whether this happens. It’s who builds it—and whether we’re positioned before the market figures it out.
Disclosure: Ray owns shares of AST SpaceMobile, Inc. (ASTS).
To a bright future,
Ray Blanco
Senior Analyst, Altucher’s Investment Network
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See oli juuni alguses, kui spekulatsioonid algasid ja mis tänaseni veel lõpplikku vastust saanud ei ole.
Schwab Network: Prospero.ai CEO George Kailas … offers two stock picks: AST SpaceMobile (ASTS) as his 2026 stock of the year, and Centrus Energy (LEU) as a compelling uranium play.
TSLA Topping Institutional Demand, Stock Picks ASTS and LEU
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