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 29
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

$ASTS cleans up its balance sheet, loads cash, get Ligado, proves itself to the entirety of the US Armed forces. That, and more, on this week's Weekly... Image
📣ASTS On The Tape

Getting more and more attention

🔥Retail Started The Party

But it is not us who currently drive it

Read 23 tweets
Jun 21
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

ASTS continues to the stock that rewards its believers, destroys its naysayers, and confuses traders endlessly. That, and more, on this week's Weekly Image
🍻What A Week?

Two bruh's chat about things. I joined briefly, but then I could not get phone reception. You cannot make it up.

🛟The Continued De-Risking

Risk down, stock up. Simple. Predictable.

x.com/CatSE___ApeX__…

x.com/CatSE___ApeX__…
Read 24 tweets
Jun 16
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

ASIC, Ligado...Holiday Inn. $ASTS keeps its pace of development absolutely torrid. That, and more, on this week's Weekly Image
🐿️ASIC Done

There was concern they would not get this done or it would not work

👍SCS Application

Full regulatory approval on the way

x.com/JRyanThomp/sta…

x.com/CatSE___ApeX__…

x.com/CatSE___ApeX__…
Read 20 tweets
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…

x.com/ASTSHodlerClub… Image
💰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

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