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no-privacy.bsky.social
No Privacy 🅰️nymore
@no-privacy.bsky.social
720 followers 610 following 3.1K posts
I enjoy many things in life but typically use social media to discuss investments. Comments are my personal thoughts and not financial advice.
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no-privacy.bsky.social
And here are the AT&T comments:
www.fcc.gov/ecfs/documen...
1 Before the FEDERAL COMMUNICATIONS COMMISSION Washington, D.C. 20554 In the Matter of Applications of AST & Science, LLC and AT&T, Verizon, and FirstNet Requesting Supplemental Coverage from Space Authorization ) ) ) ) ) ) SB Docket No. 25-201 REPLY OF AT&T SERVICES, INC. AT&T Services, Inc., on behalf of itself and its affiliates (collectively, “AT&T”), respectfully submits this Reply to the Opposition of Competitive Carriers Association (“CCA”) and the Comments of the Rural Wireless Association, Inc. (“RWA”) to the above-referenced applications (the “Applications”).1 As the Commission made plain, supplemental coverage from space (“SCS”) provides “critical public interest benefits, including ubiquitous connectivity, access to 911 service from remote areas, technological advancement, and innovative spectrum use” while also “increas[ing] innovation, investment, and competition.”2 Grant of the Applications will bring these numerous benefits to wireless consumers and public safety professionals across the country, especially those in rural, unserved, and underserved areas. By contrast, CCA and RWA ignore how SCS will help rural consumers, misconstrue the proposed AT&T SCS service area, and baldly seek to thwart new competition. For these reasons, the Commission should reject the Opposition, disregard the Comments, and promptly grant the Applications.
December 1, 2025 at 5:06 PM
no-privacy.bsky.social
Here is the $ASTS response:
www.fcc.gov/ecfs/documen...
Some fighting words in there for SpaceX.
EXECUTIVE SUMMARY The AST SpaceMobile System will revolutionize delivery of space-based mobile broadband 5G services to consumers. As Chairman Carr recognizes, “AST SpaceMobile is building the future of global connectivity” from state-of-the-art facilities in the United States. The record in this proceeding demonstrates strong support for AST SpaceMobile’s proposed operations to provide Supplemental Coverage from Space (“SCS”) across the United States and direct-to-device (“D2D”) services globally using its U.S.-flagged constellation. The Commission should expeditiously authorize AST SpaceMobile’s requested operations with partner mobile network operators in the contiguous U.S. and enable ubiquitous, seamless broadband access for U.S. consumers and first responders. AST SpaceMobile’s interference analysis demonstrates its patented, world-leading satellite technology is capable of managing both intra- and inter-system interference, including interference to non-partner areas, and will comply with out-of-band emission limits and power levels. Additionally, stale concerns regarding UHF-, S-, and V-band operations are unfounded or can be addressed through license conditions, consistent with current AST SpaceMobile authority, and the Commission should reject baseless, anti-competitive orbital debris mitigation claims repeatedly levied in attempts to delay its world-leading service. Expeditious grant of the Modification Application will promote the public interest by helping build a “golden age of communications” founded on American investment, innovation, and ingenuity and will advance U.S. leadership ahead of the growing space capabilities of foreign adversaries. By contrast, SpaceX’s approach to cluttering our shared space with tens of thousands of satellites in very low-Earth orbits is technologically outdated. Rather than adopting SpaceX’s ill- considered proposal to apply the same debris mitigation requirements to all NGSO satellites without regard to material differences in constellation size, design, and deployment, the 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.
December 1, 2025 at 5:04 PM
no-privacy.bsky.social
Verizon responds to the public comments of others in regard to $ASTS @ast-science.com public notice filing for their SCS constellation.
www.fcc.gov/ecfs/documen...
Before the FEDERAL COMMUNICATIONS COMMISSION Washington, DC 20554 In the Matter of Space Bureau Accepts for Filing AST & Science, LLC Modification Application ) ) ) ) SB Docket No. 25-201 VERIZON REPLY FCC Chairman Carr recently recognized direct-to-cellular (“D2C”) as “one of the most important emerging technologies,” and the FCC is updating its space policies to better serve American consumers and businesses.1 The proposed D2C service by AST to Verizon and its customers provides rocket fuel to those goals – it will drive U.S. leadership in space with a new, supplemental coverage from space (“SCS”) service; it will close coverage gaps and connect American consumers; and it will launch an important competitive alternative in the nascent D2C market, all while deploying technological solutions and practices to prevent these operations from causing harmful interference to other wireless licensees or their customers. The Commission should move promptly to grant AST’s SCS application and the associated waiver requests. I. INTRODUCTION. AST has entered into spectrum lease agreements to enable an SCS service in the contiguous United States (“CONUS”) and Hawaii.2 AST’s SCS service will deliver satellite
December 1, 2025 at 5:02 PM
no-privacy.bsky.social
With Bitcoin breaking down seems like it is only a matter of time before $TSLA has a sharper decline. As for the rally in $TSLA earlier today, looks like it almost touched the 50 day MA from below but just missed. Such stupidity in markets. 🤦‍♂️
a 1 year chart comparing the peformance of Bitcoin to $TSLA. telsa is up for the year and bitcoin is down. daily chart showing $TSLA broke below its 50 day moving average in November and just tested it from below today (but didn't quite reach that level).
December 1, 2025 at 3:54 PM
no-privacy.bsky.social
This is my favorite kind of $TSLA headline to see. Obviously the sharp decline in sales has not impacted the share price (yet) but it will eventually. The brand is ☠️ to many consumers including myself. Toxic brand, stale models, lost tax credits, and increasing competition is a major headwind.
Tesla $TSLA new registrations plummet in key European markets in November.
December 1, 2025 at 1:46 PM
no-privacy.bsky.social
The @theonion.com delivers again. This new DOJ release is even better that the SNL advertising of “Complicit” for Ivanka. A print subscription is clearly a great gift for your loved ones.
DOJ releases Jeffrey Epstein fragrance.
December 1, 2025 at 1:08 PM
no-privacy.bsky.social
The algos must have wanted a complete gap fill on the lower 5 minute timeline and the daily gap fill was not enough for $TSLA. Tesla is still a crappy company and ultimate bubble stock. 🫧☠️
5 minute chart of $TSLA showing the gasp down from Nov 12th to the 13th is now completely filled. It was partially filled by a spike higher on November 20th.
November 28, 2025 at 3:47 PM
no-privacy.bsky.social
Sometimes it is fun to zoom out and look at monthly charts to get a big picture view. $TSLA. What do I see? For the month of November 2025 Tesla hit the top of the monthly BB with a higher high than October but on a lower RSI. The prior ATH was a move well above the top of the monthly BB's.
Monthly chart of $TSLA. Predict it will test the bottom of the monthly BB's which is about $137 currently.
November 26, 2025 at 3:50 PM
no-privacy.bsky.social
The regulators in Europe want to see more plastic recycling but the TYPE of recycling matters. The $PCT @purecycle.bsky.social method is "Plastic to Plastic" and not "Plastic --> feedstock/fuel" like the Exxon technology in this article.
www.ft.com/content/3eb1...
In September, Exxon put on hold plans to invest 100M EUR in two chemical recycling plants in Belgium and the Netherlands, blaming EU rules that it said would make them uneconomical.
November 26, 2025 at 1:53 PM
no-privacy.bsky.social
Bi-monthly short position update for $ASTS @ast-science.com. Looks like 1M additional shares were sold short during the first half of November.
Mid November short position was 38.6M shares in $ASTS
November 25, 2025 at 10:02 PM
no-privacy.bsky.social
Bi-monthly update on the short seller positions in $PCT @purecycle.bsky.social. Looks like they added almost 5 million shares. With tough macro conditions for small cap companies that was absolutely part of the sharp price declines. I was definitely a buyer of some of those shares.
The effective short position of $PCT increased to 41.1M shares as of Nov 14th 2025. This was almost a 5M increase in short sales over a 2 week period.
November 25, 2025 at 9:40 PM
no-privacy.bsky.social
Buy low, sell high. Seems so obvious in hindsight right? $ASTS loves to trade at the top of the BB's and get to overbought state, then test the bottom of the BB's and get to oversold conditions. Rinse and repeat. I'm guilty of buying back too soon but I sold calls near the top I'm happy about.
Daily chart of $ASTS highlighting different points in time.
November 24, 2025 at 1:41 PM
no-privacy.bsky.social
I can’t replace the Kook weekly recap but I can highlight some nice items. $ASTS. Testing of SCS in Mexico!
AST’s request for an STA to test 5x5 MHz of nationwide 700 MHz spectrum in Mexico with government owned ALTAN
November 22, 2025 at 3:24 PM
no-privacy.bsky.social
I don’t think people realize just big a deal the successful landing of New Glenn plus the new larger 9x4 configuration is. $ASTS can potentially fit 12 satellites in the new heavy launch version!
Rendering of 12 ast bluebirds inside the new larger BONG rocket. More satellites per launch equals lower cost per satellite!
November 22, 2025 at 2:01 PM
no-privacy.bsky.social
For anyone wondering why $NVDA news would cause such a big rally in $TSLA (whose business failure is more and more obvious every week/month), I would argue this was just a gap fill from the drop earlier in November. Didn't fill all the gaps in the 15 min chart but opened a new gap up today.
Daily chart of $TSLA showing a gap in the chart being filled. 15 minute chart of $TSLA showing highlighted gaps.
November 20, 2025 at 3:23 PM
no-privacy.bsky.social
The Rural Wireless Association requests that the FCC deny $ASTS the waivers that would allow them to use spectrum that is not 100% nationwide (CONUS). Why? Because they don't want AT&T or Verizon to bypass them instead of paying roaming fees.

www.fcc.gov/ecfs/documen...
If the applications and requested waivers are granted, AST intends to operate 248 non- geostationary orbit (“NGSO”) satellites to provide SCS in collaboration with AT&T, Verizon, and FirstNet using their terrestrial spectrum. While RWA does not oppose the general provision of SCS service by the Applicants, RWA finds the manner in which the Applicants seek to provide SCS service will disproportionately harm rural wireless carriers and their customers by causing harmful interference. RWA is concerned that if these waiver requests are granted, nationwide wireless carriers will cease allowing their respective customers to roam on rural carrier networks once SCS is established and will default to SCS service rather than terrestrial- based services that are readily available through roaming arrangements.
November 19, 2025 at 1:56 AM
no-privacy.bsky.social
I've been adding $ASTS call spreads $60 buy / $150 sell for June 2026 and Jan 2027. I therefore fully support this speculative view of potential price action for @ast-science.com. Ignore the noise and focus on the world-changing business they are building.
$ASTS log chart also shows a similar path. Some more room lower down to $50 if we haven't quite bottomed. Assuming the market can reverse we could see ASTS get up to $140-$150 by mid Jan 2026. Again, overall market needs to find footing, which is currently my bias drawing this out. *NFA
November 18, 2025 at 5:59 PM
no-privacy.bsky.social
Interesting $TSLA chart to consider. Looking back to Sept 12th Musk borrowed $1B to create a Friday gamma squeeze and drive the price up sharply. The price rallied again on Monday when the buy was disclosed. Gotta keep the cult happy to get the shareholder vote approved.
15 minute chart of $TSLA since September 2025. some of the gaps have been filled but there are plenty more below $400.
November 18, 2025 at 3:26 PM
no-privacy.bsky.social
The idoits running this country are intentionally wrecking one of our best exports - education services. Clearly this is intended to weaken any institutions that would counter their "alternate reality" version of the truth. Its all about POWER and their desire to wield it. Do not obey in advance.
Number of new foreign students in the US falls 17% over visa worries.
November 17, 2025 at 2:28 PM
no-privacy.bsky.social
Be careful, it could just be a backtest of the breakout and gap fill. Seasonality and buybacks could goose the market into year end. i0.wp.com/northmantrad...
Chart of S&P500 showing a gap fill and backtest.
November 13, 2025 at 11:25 PM
no-privacy.bsky.social
Congratulations to the Blue Origin team for an amazing launch and landing of New Glenn! 🚀🎉

Your good friends from #SpaceMob $ASTS are super excited for our first ride to LEO.
New Glenn launch of Escapade and landing the booster. Second attempt was flawless!
November 13, 2025 at 10:24 PM
no-privacy.bsky.social
While it got REALLY close, $TSLA did not technically fill the gap up at $396. It might not fill today but markets rarely go that far without finishing the job. Ideally they will continue on to the prior gaps below. This current gap is post the new that Musk borrowed $1B to buy stock on option exp.
15 min chart of $TSLA showing the gaps remaining.
November 13, 2025 at 7:36 PM
no-privacy.bsky.social
Here are the comments from Vodafone in support of @ast-science.com $ASTS. No big surprises.
Dear Ms. Dortch, Re: ICFS File Nos. SAT-MOD-20250612-00145, SAT-AMD-20250718-00181 & SAT-AMD-20250903-00248; SB Docket No. 25-201 ULS File Nos. 0010538493, 0011607666 & 0011654129 Vodafone Group Plc submits these comments in support of the above-referenced applications (“Applications”) of AST & Science, LLC (“AST SpaceMobile”), indirect subsidiaries of AT&T (“AT&T”), Cellco Partnership d/b/a Verizon Wireless and its affiliates (“Verizon”), and First Responder Network Authority (“FirstNet”) (collectively, “Applicants”) for authorization to provide supplemental coverage from space (“SCS”) throughout the continental United States, Hawaii, and abroad. As the record demonstrates, AST SpaceMobile’s groundbreaking technology, using a planned constellation of 248 satellites in low-Earth orbit to provide SCS in collaboration with its U.S. mobile network operator (“MNO”) partners, AT&T, Verizon, and FirstNet, represents a giant leap forward for American innovation, leadership, and broadband connectivity. Poised to deliver direct-to-device broadband to subscribers using existing unmodified mobile devices, the proposed SpaceMobile satellite network offers a key tool for extending reliable, high-speed connectivity to unserved and underserved areas across the United States and abroad. The Applicants’ testing to date, including successful demonstrations of SCS video calls using AT&T and Verizon devices, corroborated by Vodafone testing in the United Kingdom, further validates the feasibility and readiness of this technology. As AST SpaceMobile’s existing MNO partner in Europe, we look to U.S. leadership in the rapidly evolving space industry, particularly in authorizing and facilitating rapid deployment of the proposed SpaceMobile network, as it is an essential first step to extending the network’s broadband capabilities and benefits to the rest of the world. Prompt grant of this Application will enable AST SpaceMobile to implement its accelerated launch schedule, ensuring that…
November 13, 2025 at 4:58 PM
no-privacy.bsky.social
Now that the gov is open we are seeing filings submitted during the shutdown. Comments on $ASTS from Rakuten are below.
www.fcc.gov/ecfs/documen...
October 16, 2025 By Electronic Filing Marlene H. Dortch, Secretary Federal Communications Commission 45 L Street, N.E. Washington, D.C. 20554 Re: ICFS File Nos. SAT-MOD-20250612-00145, SAT-AMD-20250718-00181 & SAT-AMD- 20250903-00248; SB Docket No. 25-201 ULS File Nos. 0010538493, 0011607666 & 0011654129 Dear Ms. Dortch: Rakuten Mobile, Inc. submits these comments in support of the above-referenced applications (“Applications”) of AST & Science, LLC (“AST SpaceMobile”), indirect subsidiaries of AT&T (“AT&T”), Cellco Partnership d/b/a Verizon Wireless and its affiliates (“Verizon”), and First Responder Network Authority (“FirstNet”) (collectively, “Applicants”) for authorization to provide supplemental coverage from space (“SCS”) throughout the continental United States, Hawaii, and abroad. As the record demonstrates, AST SpaceMobile’s groundbreaking technology, using a planned constellation of 248 satellites in low-Earth orbit to provide SCS in collaboration with its U.S. mobile network operator (“MNO”) partners, AT&T, Verizon, and FirstNet, represents a giant leap forward for American innovation, leadership, and broadband connectivity. Poised to deliver direct-to-device broadband to subscribers using existing unmodified mobile devices, the proposed SpaceMobile satellite network offers a key tool for extending reliable, high-speed connectivity to unserved and underserved areas across the United States and abroad. The Applicants’ testing to date, including successful demonstrations of SCS video calls using AT&T and Verizon devices, further validates the feasibility and readiness of this technology. As AST SpaceMobile’s MNO partner in Japan, we look to U.S. leadership in the rapidly evolving space industry, particularly in authorizing and facilitating rapid deployment of the proposed SpaceMobile network, as it is an essential first step to extending the network’s broadband capabilities and benefits to the rest of the world. Prompt grant of these Application will enabl…
November 13, 2025 at 4:56 PM
no-privacy.bsky.social
I was wrong about filling the upper gap before the lower one. Would have been nice to have some $QQQ puts but the gap is essentially closed.
hourly chart of $QQQ showing a gap being filled.
November 13, 2025 at 4:46 PM