TheKOOKReport Profile picture
Sep 14, 2022 7 tweets 4 min read Read on X
#MeetTheTeam SpaceX had entered the mobile phone race and I heard questions about whether they'd go recruit all of $ASTS's employees. First of all, if you are an ambitious engineer, do you want to work at a $125bn valuation company or a $2bn company? Starting point matters... Image
Quick aside, the other day I saw a sky blue Porsche Taycan Turbo S with the plates "MARSHIP" that had a SpaceX plate holder. To say SpaceX has been a place of wealth generation is an understatement. As well it should be. They should all be canonized for their achievement Image
But there is a reason that there has always been talent flow out of winners like Apple, Microsoft, Google, Facebook, Goldman Sachs, etc...talent wants to ring the bell for themselves if they were late comers. If they were early, they want to do it again. "LFG!" Image
So worriers wonder whether SpaceX is going to just poach all of $ASTS's talent.

Spoiler alert - at least according to the tools I have, there has been zero switching sides from the #SpaceMob to #OccupyMars.

Even if there had been, who cares. But there has been zero Image
Oh wait...what if the opposite is happening? What if (gasp), employees are LEAVING SPACEX TO GO TO $ASTS!!!

#MarsIsTooDry Image
Turns out that some people at SpaceX have wanted to #MeetTheTeam. Is this a crisis for SpaceX?

No - Grow up.

But, it does show that talent sees opportunity to do something big at an exciting company.

I've blurred some details out for PII, but you'll get the point. Image
The recruits have tenure of 3-5 years at SpaceX - people with real experience. The recruits are electronic systems engineers, systems engineers, and an environmental test technicians (who apparently did her job well). All are senior hires - VP level, Principal Engineer Image

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More from @thekookreport

Jun 8
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Musk saw the Abel<>Bezos picture and did everything possible to steal back the spotlight! That, and more, on this week's Weekly Image
🤯Does Anyone Remember How the Week Started?

Wow Musk knows how to steal the show…for christ sake. Musk will do anything to drown out the $ASTS news cycle

x.com/dbkopp/status/…

x.com/stocktalkweekl…

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💰Redrum Capital

True or not, it's entirely valid to think this is a real possibility

Read 21 tweets
Jun 1
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Shorts pile in and no one knows why. That, and more, on this week's Weekly Image
🇸🇬ASTS Gets First Non-US Defense Deal

First of many…

AST SpaceMobile agreed a deal to provide Singapore’s Defence Science and Technology Agency (DSTA) with satellite-based emergency services in remote areas as the satellite player builds out its constellation of low Earth orbit (LEO) birds.

mobileworldlive.com/ast-spacemobil…

x.com/AST_SpaceMobil…
🐪What's Going on in the Middle East?



From a strategic perspective, ASTS is well-positioned as a partner to Gulf telecom operators offering D2D services. The report validates ASTS’s relevance to KSA’s connectivity strategy, especially in non-urban areas
Read 18 tweets
May 25
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

ASTS preps its public face as its heads to Washington, FM-2 readies for a SpaceX launch and more, on this week's Weekly… Image
🤩Prime Time Forbes Article

Was this one of Forbes' most successful articles ever? Some say…

x.com/Forbes/status/…

x.com/CatSE___ApeX__…
🕴️And Prime Time Government

Carr has us top of mind.

Read 20 tweets
May 11
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Cardinals select a new supreme constellation, FCC filings give us a lot of potential upside surprises, and more on this week's Weekly Image
🚀Launch Update

The launch guidance tightens up from H2 2025 - 1H 2026.

The story is now for cash flow ramp expectations. The April–May 2025 FCC/NTIA volley shows AST SpaceMobile has cleared the two riskiest technical hurdles—orbital-debris compliance and 36 GHz passive-sensor protection—while quietly quadrupling its target constellation. In short, “36 GHz passive-sensor protection” refers to proving that AST’s Q/V-band feeder links will not wash out sensitive climate-monitoring instruments. The filings show AST achieves this with comfortable technical margin, eliminating a major regulatory uncertainty without sacrificing link budget or launch schedule.

x.com/tottaway22/sta…Image
Image
🐕Pavlov's Dogs

The stock tends to do better into near-term visibility around execution

Read 14 tweets
Apr 27
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

FCC Chair Carr and Senator Ted Cruz drop by to congratulate Abel, Golden Dome kicks off, 5G Fund expectations rise, ISRO Launch soon, and much more on this week's Weekly... Image
🎌Rakuten Meeting

CEO Hiroshi Mikitani told a briefing Wednesday that Rakuten would provide voice, video, text and "other" services when it starts in the fourth quarter of 2026.

While Japan has dense mobile coverage in built-up areas, its difficult terrain and numerous offshore islands mean most carriers cover only about 70% of the total territory.

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🤱Rakuten Explains the TAM

Lots of opportunities.

Read 28 tweets
Apr 20
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

FM-1 progress coming soon, Golden Dome heating up, and much more on this week's Weekly... Image
🚀ISRO Firming Up

There is one launch ahead of us and then it's go time

x.com/ISROSpacefligh…

x.com/CatSE___ApeX__…
✅Bluebird Block 2 Launch

The administrative thresholds continue to get met

Seeing this filing means the operator (through the U.S. administration) has taken an early and essential regulatory step. The ITU framework sets the stage for official recognition of the satellite’s frequency usage and ensures no uncoordinated interference emerges

x.com/CatSE___ApeX__…
Read 29 tweets

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