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

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.

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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

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✅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
Apr 6
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

The world is over, but $ASTS continues to be in control of its destiny with nuanced details in regulatory filings showing that a large base of government revenue appears to be cooking. That, and more, on this week's Weekly... Image
👶Beta Boys

Beta is back. Wholesale liquidations of the market is always super fun, but it gives you a second chance. A great stock won't ever go back or rewind itself unless a) the market pukes or b) something bad happens.

Analogues:

October 1987 saw an enormous single‑day collapse (“Black Monday”). One month later, the market was roughly flat to slightly down (depending on the exact start/end points). November 2008 saw a vigorous +18 % rebound in the month after the local low, even though the global financial crisis continued well into 2009. March 2020 bottomed on March 23; the rebound one month later was approximately +25 %, reflecting the swift policy response and rapid market snapback.

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🫰Tariff Exposure

NomadBets breaks down the key issues

Read 22 tweets
Mar 30
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Son, are we winning? Apparently, but last week it didn't feel like it. Ligado got signed, the future is bright but macro and FUD separate the men from the boys...that, and more on this week's Weekly... Image
🤗SpaceMobile Cares

The Company respects its shareholders

📡Ligado Signed

The DA is signed. The implications of this are enormous. ASTS is ever-evolving and capitalizing on opportunities to maximize the value of their innovative technology

Read 35 tweets
Mar 23
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Block 2 gears up, FUDsters freak out as ASTS once against prepared to strike, and much more... Image
🪷ISRO Launch Coming. Not May Day, but a Day in May or June

It will be exciting to see the start of the main campaign. Block 2 Bluebird 6 starts the wave of launches that will occur over the next 12 months

x.com/CatSE___ApeX__…

apps.fcc.gov/els/GetAtt.htm…

x.com/CatSE___ApeX__…

x.com/ISROSpacefligh…Image
🧑‍⚖️Guidance Confirmed

Nice to see everything reiterated

Read 27 tweets
Mar 16
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Verizon gets excited, government work heats up, and the market is busy getting clobbered Image
🚵Progress Vs. Price

It's astounding to see how much the Company has accomplished since August.

🩳Who Are The Shorts?

A tin hat theory for the ages

Read 27 tweets

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