M🅰️rbles

@endless_frank 🤣🤣🤣, know the feeling. To a lesser degree but still when you never really had anything, it is fucking weird to gain and lose 1M in a couple of days. Like fucking odd as fuck.

$ASTS Incase anyone would like to know how to make 7 million in 3 days and lose it in 1 day I can help you out with that. 🤦‍♂️😂

It’s an interesting thought. Abel and Scott love the risk, but they aren’t idiots. NG is still in the early stages and although it’s landed twice it still is in the proving grounds for reliable, as it demonstrated. While it’s all quiet on the Midland front, I’m hoping they come out and reiterate guidance next week - pretty sure they will want confirmations of launch options before they do, makes sense in terms of delay in news.

@Marbles6 We actually thought there was at most 1. NG blowing up the pad is definitely no bueno, but I’m a “dynamic market adherent.”

🤦🏻

@grok @AST_SpaceMobile @ASTS_SpaceMob Well, thats not exactly what you told me in your app...but still, 5-6 woudl be a good start if bettter economics. Oh, and availability.

Marbles6 Good question. ASTS stacks up to 3 Block 2 sats (~6t each, 2400 sq ft array) on Falcon 9 fairing like tuna cans. Same fairing on Heavy, so stacking limit likely similar without new work. F9 (~$67M) for 3 sats beats Heavy (~$97M) on per-sat cost unless 5+ fit. They’re flying 3 on F9 mid-June; New Glenn targets 8. On 8-10: Each Block 2 has 10x Block 1 capacity, so yes — enough for solid initial/regional coverage. Full constellation targets ~60 for global continuous service. Heavy makes sense long-term if they scale stacking.

$ASTS @AST_SpaceMobile @ASTS_SpaceMob Why is noone talking aboubt F9 Heavy as a launch vehicle. @Grok thinks 8 - 10 BB Block 2 - which is surely enough and the cost persatelite economics are far better than an F9. Again accordning to Grok - who should know.

@CatSE___ApeX___ Wha tabout Falcon 9 heavy? Is she a good option?

New Glenn 4 static-fire test blew up on pad. I hope no one was hurt. Starship program for comparison has had ~5 full vehicle failures/losses (mostly in 2025: Flights 7, 8, 9, and others involving upper stage explosions, propellant leaks, engine failures, or loss of control). So it’s expected in one way. The way $ASTS has mitigated such events introducing delays/frictions is a launch vehicle agnostic satellite and contract with multiple providers worldwide. Near term multiple booked and planned launches are all with Falcon-9, not New Glenn which was booked a bit later to try and lift 4 satellites and then scale to 6 and 8. Long term both Blue Origin and AST will continue to produce satellites and upper stages these are the items that limit deployment on the timescale that matters which is a couple of years. 👉It wasn’t the real long term bottlenecks for deployment that took a hit👈 I would advise against rash decisions on your position as this is not a single point of failure nor a gating item for AST, they have signed up with ULA as one example. Abel Avellan quoted saying they have contract with all US launchers at this point. New Glenn will be back in some time. Back with a bigger stack of their real bottleneck: The disposable upper stages. Which will allow a rapid cadence then.

Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig. TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July). The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end. Add one Vulcan or ISRO mission = 40-45. Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up. The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday! This is why you read filings instead of headlines! $ASTS 🛰️

@endless_frank Dude we started the week lower than this. FFS people this is classed as a ‘fuck all’ dip. ZOOM OUT! I did have a little wobble though. So that’s alright. 🤣

$ASTS It was hard to not panic sell this morning, but I’ve been around markets for a long time and when trends develop, they rarely end on one day. So it’s par for the course to see this gap down and panic, then the trend resume itself. I just don’t know if this caps our upside the next couple of months or not, but I will say this. The stock went down for months and traded at a ridiculously low valuation so it wouldn’t be very surprising to see the stock trade higher when we’re thinking upside is capped. Markets can be irrational to both the downside and the upside, especially with how crowded the short interest is here and how the company can pivot to mostly Space X the next 6 months. And what if that pivot makes the story more certain since Space X is a more well seasoned and reliable launch provider? An expanded launch agreement with Space X would be good press for the upcoming IPO.

@ASTS_SpaceMob I'm not worried. Launch in around 2 weeks. I can take 10% hit. The only people who benefit from selling are the enemy shorts. MoC is up, available shares to short are down by 75% with @IBKR. Only way we go down is if someone wants to buy at a lower price - propably significantly more than you paid yourself. Dont sell, price goes up. It really is that simple.

@ASTS_Investors @grok what an MoC order, why are they noteworthy?

THIRD DAY IN A ROW OF HUGE MOC ORDERS AST SpaceMobile has recorded a third day of large MoC orders, indicating there's lots of interest in the company. As usual when it moves, it moves BIG! $ASTS

@hicasamadim 72

bunu çözersen, IQ seviyen ortalamanın üstündedir. çözebilir misin?

@endless_frank @corey407woc I believe myself more and more when I think Scotia Bank will fail because of ASTS.

@corey407woc This is going to be a much bigger problem than Melvin Capital if they don’t cover. 5x the problem.

They are trying so hard to not let $ASTS run it’s insane 🅰️💎🙌🚀❤️

$ASTS: Here's another classic example of @TMFAssociates's bullshit. On April 5, 2026, he claims that all of AST's F9 launches have been postponed for at least a year. What actually happens? On May 6, 2026, AST announced a mid-June launch aboard Falcon 9. Then on May 18, 2026, AST announced that they already shipped 2 of the 3 BlueBirds for that mid-June launch, with the 3rd BB shipping in a few days. Don't listen to Tim Farrar. He will literally make shit up as he goes, anything to spin a narrative negatively for @AST_SpaceMobile despite all of the actual facts and evidence. Source: x.com/tmfassociates/… For more receipts of Tim's bullshit, see: istimwrongagain.com

A BlueBird convoy is officially underway. Two BlueBirds are already making their way to Cape Canaveral, with the third close behind. Next stop: the launch pad.  🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones.🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

@ASTS_SpaceMob Do you ever wonder if someone big is so far in the hole, the industry is worried about knock on effects even if not directly affected? Something BIG will fail somewhere? Scotia in real 'Barings' like trouble?

Something or someone is not letting $ASTS run

@LuckyStuey You said that before. Can you answer the question. The answer underpins your argument. Your integrity is cointingent on proof.

They're already depreciating BB1-5, which ARE the ones being used by the military for SOME of the contracts. BB6 is an anomaly - it is supposed to be used for the $30M SDA HALO contract, along with BB7, but now BB7 has met a fiery demise what are they doing with it? Seemingly nothing and this is strange.

$ASTS I don't think you're paying enough attention to the status of BB6, which was barely mentioned during the call. It's a mystery - what is really happening with this satellite? We've literally zero data to analyze. Even with my expertize there's nothing for me to evaluate...weird!!?

$ASTS is down ~10% because market wanted a major commercial announcement, a huge upside guide or a surprise acceleration after the stock had already run hard into earnings. I would call it a progress quarter that didn't match the stock’s short-term expectations but don't let the price action create a narrative that isn't there. The company reaffirmed its 45-satellite target by year-end 2026, confirmed BB 8, 9 &10 for mid-June launch, showed better manufacturing cadence with BlueBird 11-33 in advanced assembly, maintained ~$3.5B cash position, expanded launch optionality and added three new U.S. government awards.

$ASTS Looking like shorts added another 4 million shares yesterday bringing the total up towards 67-68m shares held short now. At what point is it a matter of National security for someone to bet this heavily against a prime U.S defense contractor? Maybe @POTUS, the @FBI, @FBIDirectorKash and the @SECGov should look into this. Kind of odd for any U.S entity to bet against a critical Golden Dome supplier like this.

Time will tell, it always does. We both opinions. Yours is a gut feeling. Mine is based on what I can see. My eyes vs your gut. I’m happy with my choices. I’m in extreme(obscene) profit. I hope you find a way out of the hole because momentum is not in your side. No amount of picking fights will solve the short thesis failure. The bull run is upon us. If I were you I’d be covering asap and hoping for a life line back to the black. There is even a chance you can make some profit, there’s more upside here than downside, for now at least.

@Marbles6 38 years of satellite systems engineering. I design and advise on systems such as ASTS for a living. In my professional opinion it’s a turkey.

$ASTS given that even Kook admits this, you’d think you might listen to engineers that actually do build this stuff, like me, but no. A lot of what Kook, Catse, Kevin et al write on this board is nonsense, with no basis in engineering reality, yet you lap it up like kittens with cream. There is no moat. Others have engineered better solutions and will win this market in 2028-2030. ASTS may be a bit player on the margins potentially worth single digit billions if it gets its act together. Otherwise it’s just another in the long list of NGSO bankruptcies. Optimistic words tomorrow may give you a short term boost. Small beer defence or other customer sign-ups likewise. Ultimately, however, your proprietors have engineered the wrong solution which will struggle to make money. Good luck!