No Privacy 🅰️nymore
@no-privacy.bsky.social
I enjoy many things in life but typically use social media to discuss investments. Comments are my personal thoughts and not financial advice.
End of Nov 2025 short position for $PCT @purecycle.bsky.social. Up about 500k shares which is pretty modest vs the activity in the first half of the month.
December 10, 2025 at 7:15 PM
End of Nov 2025 short position for $PCT @purecycle.bsky.social. Up about 500k shares which is pretty modest vs the activity in the first half of the month.
FT reporting on a glut of oil supply. Smart of China to continue to aggressively expand electric transportation. Solar power is incredibly cheap and allows them to replace imported oil with domestic solar.
www.ft.com/content/37a7...
www.ft.com/content/37a7...
December 9, 2025 at 11:58 PM
FT reporting on a glut of oil supply. Smart of China to continue to aggressively expand electric transportation. Solar power is incredibly cheap and allows them to replace imported oil with domestic solar.
www.ft.com/content/37a7...
www.ft.com/content/37a7...
I visit Xitter for $ASTS group chat and I occasionally see some content worth sharing. $TSLA has countless pumpers for FSD but if you look there are tons of real world comments like this explaining the crazy things the software does. 99% good can easily kill you if you are not paying attention.
December 9, 2025 at 4:07 PM
I visit Xitter for $ASTS group chat and I occasionally see some content worth sharing. $TSLA has countless pumpers for FSD but if you look there are tons of real world comments like this explaining the crazy things the software does. 99% good can easily kill you if you are not paying attention.
FirstNet just released a short video on Xitter showing their users testing voice calls and mission critical push to talk (MCPTT) which are essential features for them. Everyone seemed very excited with the test results. $ASTS. 🚀
December 8, 2025 at 6:07 PM
FirstNet just released a short video on Xitter showing their users testing voice calls and mission critical push to talk (MCPTT) which are essential features for them. Everyone seemed very excited with the test results. $ASTS. 🚀
FYI - Fidelity is offering a 6 month non-option commission promotion for new and existing accounts that use their Trader+ platform. I have used Active Trader Pro for many years but my first impression of Trader+ is pretty good. You have to reduce the zoom % to lower values to have more room.
December 8, 2025 at 3:11 PM
FYI - Fidelity is offering a 6 month non-option commission promotion for new and existing accounts that use their Trader+ platform. I have used Active Trader Pro for many years but my first impression of Trader+ is pretty good. You have to reduce the zoom % to lower values to have more room.
I don't know why Verizon doesn't have an account on Bluesky but they are offering an INSANELY good deal right now. They must be desperate for new subscribers. Free iPhone 17 Pro and $25/month for 4 lines. I wanted $ASTS service in 2026 so I needed to switch from Mint Mobile (TMobile). 🎉
December 7, 2025 at 6:58 PM
I don't know why Verizon doesn't have an account on Bluesky but they are offering an INSANELY good deal right now. They must be desperate for new subscribers. Free iPhone 17 Pro and $25/month for 4 lines. I wanted $ASTS service in 2026 so I needed to switch from Mint Mobile (TMobile). 🎉
For those of you avoiding Xitter you might not realize that Musk spent the day calling for the destruction of the EU and (get this) boasting about the increase in SpaceX valuation because of additional D2D spectrum. 🤔 I wonder who controls MSS spectrum rights for D2D in 2027? $ASTS
December 7, 2025 at 3:47 PM
For those of you avoiding Xitter you might not realize that Musk spent the day calling for the destruction of the EU and (get this) boasting about the increase in SpaceX valuation because of additional D2D spectrum. 🤔 I wonder who controls MSS spectrum rights for D2D in 2027? $ASTS
How can you not love content like this? Subscribe to the print edition!
December 5, 2025 at 5:36 PM
How can you not love content like this? Subscribe to the print edition!
Some VERY good sleuthing by Steve on Xitter as part of the #SpaceMob group. A Trademark filing for "Starlink Mobile" would make perfect sense if one thought they might compete directly with existing MNO's. That is why $ASTS @ast-science.com will be the partner of choice for most MNO's.
December 4, 2025 at 6:29 PM
Some VERY good sleuthing by Steve on Xitter as part of the #SpaceMob group. A Trademark filing for "Starlink Mobile" would make perfect sense if one thought they might compete directly with existing MNO's. That is why $ASTS @ast-science.com will be the partner of choice for most MNO's.
I frequently comment that stocks love to trade from the top of the Bollinger Bands to the bottom and vice versa. This $ASTS is a classic. If only it was so easy to trade. Stocks can linger / trend at the top and bottom for some time. This is why I focus my time on knowing a very small # of stocks.
December 4, 2025 at 5:04 PM
I frequently comment that stocks love to trade from the top of the Bollinger Bands to the bottom and vice versa. This $ASTS is a classic. If only it was so easy to trade. Stocks can linger / trend at the top and bottom for some time. This is why I focus my time on knowing a very small # of stocks.
In addition to massive declines in the price of LIDAR the form factor has made huge improvements. AEVA has a highly integrated product that can work behind a windshield and be seamlessly integrated into the rear view mirror cluster. They partnered with SK to develop a next gen version as well.
December 2, 2025 at 3:19 PM
In addition to massive declines in the price of LIDAR the form factor has made huge improvements. AEVA has a highly integrated product that can work behind a windshield and be seamlessly integrated into the rear view mirror cluster. They partnered with SK to develop a next gen version as well.
This is also spot on.
December 2, 2025 at 1:45 AM
This is also spot on.
And here are the AT&T comments:
www.fcc.gov/ecfs/documen...
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.](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:gfjuigyoevbroyfy6s5unuq2/bafkreiffgonwitog4mhsjzljbfd3gvnyiinxu5plybp2bkybfa5abg2dae@jpeg)
December 1, 2025 at 5:06 PM
And here are the AT&T comments:
www.fcc.gov/ecfs/documen...
www.fcc.gov/ecfs/documen...
December 1, 2025 at 5:04 PM
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...
www.fcc.gov/ecfs/documen...
December 1, 2025 at 5:02 PM
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...
www.fcc.gov/ecfs/documen...
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. 🤦♂️
December 1, 2025 at 3:54 PM
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. 🤦♂️
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.
December 1, 2025 at 1:46 PM
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.
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.
December 1, 2025 at 1:08 PM
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.
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. 🫧☠️
November 28, 2025 at 3:47 PM
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. 🫧☠️
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.
November 26, 2025 at 3:50 PM
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.
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...
www.ft.com/content/3eb1...
November 26, 2025 at 1:53 PM
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...
www.ft.com/content/3eb1...
Bi-monthly short position update for $ASTS @ast-science.com. Looks like 1M additional shares were sold short during the first half of November.
November 25, 2025 at 10:02 PM
Bi-monthly short position update for $ASTS @ast-science.com. Looks like 1M additional shares were sold short during the first half of November.
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.
November 25, 2025 at 9:40 PM
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.
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.
November 24, 2025 at 1:41 PM
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.
I can’t replace the Kook weekly recap but I can highlight some nice items. $ASTS. Testing of SCS in Mexico!
November 22, 2025 at 3:24 PM
I can’t replace the Kook weekly recap but I can highlight some nice items. $ASTS. Testing of SCS in Mexico!