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Your Stock-Picking “Cheat Code” Is Back With 3 More Fresh Picks
Investor Place· 2025-10-19 21:00
Tom Yeung here with your Sunday Digest. At around 4 p.m. Eastern time on Friday, October 10, a Bitcoin whale on crypto platform Hyperliquid began placing massive, leveraged short bets. The mystery trader spent $80 million on a Bitcoin short and $30 million for an Ethereum short, wagering that both coins would go down. The final trade was completed at 4:29 p.m. One minute later, at 4:30 p.m., the two cryptocurrencies crashed after President Donald Trump announced a 100% additional tariff on Chinese imports. ...
United Airlines gets FAA approval for Starlink internet on Boeing 737-800
Reuters· 2025-09-26 13:31
Core Points - United Airlines has received approval from the U.S. Federal Aviation Administration for its first mainline aircraft equipped with Starlink internet [1] - The first commercial flight utilizing this technology is scheduled for October 15 [1]
卫星互联网:2024年国内低轨卫星发射量突破300颗,火箭重复回收技术验证,产业规模达2000亿元
Xin Lang Cai Jing· 2025-09-21 23:08
Core Insights - Significant progress in the satellite internet sector is noted, with over 300 low-orbit satellites expected to be launched domestically in 2024 [1] - The manufacturing cost of satellites has decreased by 25% year-on-year, while the production capacity of phased array antennas has increased by 300% [1] - The first phase of the StarNet project has successfully deployed 138 satellites, each with a communication capacity of 40 Gbps [1] Industry Developments - The rocket recovery technology has successfully completed five flight verifications, enhancing launch frequency despite supply constraints on certain rocket engines [1] - The delivery cycle for inter-satellite laser communication modules has been reduced to 45 days, indicating improved efficiency in satellite communication technology [1] - The Zhuque-3 rocket's methane engine has achieved a thrust of 100 tons, contributing to the overall capabilities of the launch vehicles [1] Market Metrics - By 2024, the number of users is projected to exceed 2 million, with an Average Revenue Per User (ARPU) of 180 yuan, and specialized industries contributing 60% of total revenue [1] - The rocket's payload capacity is 6 tons for launches at 700 km, with a launch cost of 28,000 yuan per kilogram [1] - The satellite development cycle has been shortened to 6 months, with payloads accounting for 65% of the satellite's weight [1] Future Projections - The industry scale is expected to reach 200 billion yuan by 2025, with operational services accounting for over 50% of the total revenue [1] - To retain usage rights for Ku or Ka frequency bands, 80% of the required launches must be completed by 2027 [1]
What's Going on With AST SpaceMobile Stock?
Yahoo Finance· 2025-09-21 17:05
Core Insights - The space economy stocks, particularly AST SpaceMobile, are experiencing significant investor interest, with AST SpaceMobile's stock price rising from approximately $2 in 2024 to $40 as of September 16, 2023 [2] - However, AST SpaceMobile's stock has recently dropped 30% from its all-time highs due to emerging competition from SpaceX [3] Group 1: Company Overview - AST SpaceMobile is developing a constellation of large satellites aimed at providing high-speed internet directly to mobile devices, potentially disrupting the telecommunications market [2][4] - The company plans to launch between 45 and 60 satellites to commence commercial services by 2026 [4] Group 2: Competitive Landscape - SpaceX has made a significant move by acquiring spectrum licenses from EchoStar for $17 billion and committing $2 billion to debt payments, positioning itself as a competitor in the direct-to-device market [5] - Although SpaceX is a leader in satellite internet connectivity, it currently operates in the terminal-based internet market, which AST SpaceMobile aims to disrupt [6] - AST SpaceMobile may have a competitive advantage in the direct-to-device market for a few years if it adheres to its timeline, as it has more partnerships compared to SpaceX, which is primarily collaborating with T-Mobile and EchoStar [7]
Down 30%, Is AST SpaceMobile Stock a Can't-Miss Opportunity Today?
The Motley Fool· 2025-09-20 07:46
Core Viewpoint - The satellite internet market is experiencing significant growth, with AST SpaceMobile facing competition from SpaceX, but it may still have a lead in the direct-to-device market for a few years [1][4][5]. Group 1: AST SpaceMobile's Innovation and Market Position - AST SpaceMobile is innovating by eliminating the need for traditional satellite internet terminals, allowing direct internet access to mobile devices through large satellite arrays [2][3]. - The company plans to launch its service in the United States later this year and expand to other wealthy nations by 2026, potentially reaching over 1 billion customers [5][6]. Group 2: Competition from SpaceX - SpaceX is entering the satellite internet market with its Starlink service and has invested $19 billion to acquire spectrum for direct-to-device service, which could compete with AST SpaceMobile [4][6]. - Elon Musk estimates that it will take at least two years for SpaceX to enable its direct-to-device service, giving AST SpaceMobile a temporary competitive advantage [6]. Group 3: Revenue Potential - AST SpaceMobile anticipates generating at least $50 million in revenue in the latter half of 2025, with the potential for $1.2 billion in revenue if 1% of the addressable market subscribes at $10 per month [7][8]. - The company currently has a market cap of approximately $15 billion, but its stock may be overvalued given its current revenue and future projections [10][11]. Group 4: Financial Considerations - AST SpaceMobile has faced negative free cash flow of $676 million over the past year and has raised funds through convertible bonds and stock offerings, leading to a 420% increase in shares outstanding over the last five years [10]. - Despite being on the cutting edge of satellite internet innovation, the stock may be overvalued even if revenue estimates are met, considering potential share dilution and existing debt [11].
连续三月陷入“断网魔咒”!马斯克星链又双叒崩了,超过4.3万美国用户遭遇网络中断【附卫星互联网行业市场分析】
Qian Zhan Wang· 2025-09-17 13:52
而星链是SpaceX旗下的一个全球卫星互联网项目,旨在通过数万颗低轨道卫星构建一个覆盖全球的高速互 联网网络,为偏远地区、航空航海以及传统网络覆盖不足的地方提供稳定可靠的通信服务。 星链通过部署数万颗近地轨道卫星构建全球高速网络,截至2023年12月已发射5650颗卫星,覆盖60多个国家 和地区,服务超230万用户。 (图片来源:摄图网) 据央视财经报道,当地时间9月15日,SpaceX旗下的卫星互联网服务"星链"再次发生大规模网络服务中断现 象,超过4.3万名美国用户报告受到影响。这是继7月24日(中断约2.5小时)、8月18日后,星链连续第三个月 出现服务异常。 据公开资料,SpaceX公司,全称为太空探索技术公司,由埃隆·马斯克(Elon Musk)于2002年6月在美国创立。 公司的主要业务涉及航天领域,包括火箭发射、低轨通信、空间站运输和深空运输等。 | 星座计划名称 | Starlink | Oneweb | Lightspeed | Kuiper | | --- | --- | --- | --- | --- | | 已发射卫星数量 | 5815 | 633 | 计划2026年中首发 | 2 | ...
Amazon expects Kuiper satellites to serve five countries by 2026
BusinessLine· 2025-09-16 03:46
Amazon.com Inc.’s satellite internet venture aims to be able to offer service to the US, Canada, France, Germany and the UK by the end of the first quarter of 2026, an executive said. Ricky Freeman, president of government solutions for the Project Kuiper satellite venture, said Amazon expected to have more than 200 satellites in low-Earth orbit by the end of the year. The company has said it expects to begin service by late 2025, though it hasn’t specified which markets will receive coverage or precisely w ...
X @Starlink
Starlink· 2025-09-12 22:09
Connectivity Performance - Starlink's Community Gateway on Royal Caribbean's Star of the Seas delivers 10 Gbps of symmetrical throughput [1] - The symmetrical throughput ensures high-speed connectivity for passengers and crew at sea [1]
Amazon's Relentless Drive Higher Raises The Stakes For Direxion's AMZU, AMZD ETFs
Benzinga· 2025-09-12 15:27
While advanced innovations such as artificial intelligence have buoyed the broader technology ecosystem, the sector has recently encountered significant pressure. As such, quite a few tech powerhouses have suffered volatility. However, e-commerce and cloud-computing giant Amazon.com Inc AMZN has managed to ride out the storm. Still, perpetual bullish cycles are difficult to come by these days, raising questions about AMZN stock.On a year-to-date perspective, Amazon's market performance isn't exactly remarka ...
Investing in Space: Amazon plays catch-up with SpaceX in satellite internet race
CNBC· 2025-09-12 05:32
Last month, the number of Amazon's internet-beaming Kuiper satellites in orbit barely hit three digits. By last week, the world's U.S. largest retailer was snatching its first contract to supply in-flight WiFi to an airline — many of which have already contracted to employ the rival services of SpaceX's Starlink mega-constellation.There was always bound to be a first airline to make the jump to Amazon's low Earth orbit satellite network and test out Project Kuiper's pledge of fast, reliable connectivity. An ...