Tyrell Corp

@intalia51 It's not a usable product until a constellation up and running. Might be years away at current pace. The MNOs want competition but they can't help much with AST's struggles with execution.

@TyrellCorpe Starlink tried to be a first mover and ended up with a deficient product. I am putting my trust in the company that wants a superior product not just something slapped up against the wall to see if it sticks. Something tells me MNOs want the same thing, a "superior product".

We have a lot "experts in name only", providing FUD comparing AST to Starlink. Here's a side by side comparison. As you can see AST's architecture is in a straight line without the zig-zag patches employed by Starlink. Which one do you think is going to work better?

@spacanpanman Like last summer how they planned to deliver 20-25 SATs by end of 2025? Then planned 5 launches by Q1/2026 when zero happened? Based on history, if all goes well they might get 12+ SATs this year but don't be surprised if only 3-6.

$ASTS: AST is launching the next 9x Block-2 BlueBirds aboard 3x SpaceX Falcon-9s over the coming months. If the FAA follows a similar timeline as the first Blue Origin New Glenn-1 GS1 booster reignition failure investigation, that would put a potential conclusion around June 30th / July 1st. That could set up Blue Origin New Glenn returning to service around August.

@intalia51 Yes, aware Starlink needs Starship for nextgen and yet more confidence that happens before AST getting a constellation by 2030.

@TyrellCorpe I agree "Starlink is half baked". You do know that Starlink cannot launch the next gen satellites until Starship is flying, right? $ASTS could have 40+ satellites up before SpaceX has Starship in a commercial state. Your argument is laughable.

@intalia51 Agree it's going to take Amazon a while and yet more confidence they get D2D constellation up for AST can.

@TyrellCorpe Amazon is Starlink's worse nightmare for FSS. Amazon does not have a D2D satellite. Even if they start now, it takes a couple of years for developement, ASIC chip design, etc. etc. etc. You need to spend a little more time with reality in the space economy.

@intalia51 We need Starlink competition but higher confidence it will be Amazon and they haven't even announced a D2D design yet. At least they can mass produce SATs.

@intalia51 Starlink is half baked but it does work to some degree, no one can use AST yet. Starlink might deploy 1200 next gen before AST can get to 40 at current pace, which is looking to be 2030. Missing April delivery is bigger issue than losing BB7. And no BB6 demo yet.

@LuckyStuey @smeev4 Would like to see competition to Starlink but it's not looking good for AST so far. They might get there by 2030 but might be too late. Missing April batch delivery was a notable miss moreso than BB7 fail, if missing May will expose major serious issues.

If only they could deliver a working constellation in time at costs that might make it profitable. Yes, there's a huge market (on this point Tim and I disagree). No, ASTS does not have the right solution for this market. SX does and has the money and the industrial capabilities; Amazon has the money and might be able to figure out the rest; Equatys has the capabilities but needs more money; ASTS has some money, limited capabilities, and the wrong solution.

$ASTS Maybe Andy Jassy is wrong too? If only there was a pure play at YTD lows that has agreements covering the majority of the US market Oh well

@BenJawanda Depends on if they can deliver batch in May or not.

$ASTS it the bottom in?

@InvestingIdea @retail_mourinho It's highly unlikely the size they chose is the minimum that could possibly work. Starlink will increase size for nextgen learning from current D2D sats and apparently dont' find it necessary to go that huge. Starlink can easily mass produce sats, AST struggling.

@InvestingIdea @retail_mourinho Lol the reason they are apparently struggling to deploy is because they are too big. They could go say 10% smaller with perhaps about 10% more. If they fail to get to a cadence they'll likely have to redesign.

If $AMZN wants to seriously compete with SpaceX, the only way is through an acquisition of $ASTS. Blue Origin × AST SpaceMobile. I want to reiterate that I don’t think a buyout will happen. I see the likelihood at around 5–10%. -RM

@dbkopp If May delivery met, then probably. If not, may set tone for dismal rest of year. A demo of BB6 would help in meantime.

All I know is that the last 3-4 times I felt this way, $ASTS ended up ripping shortly thereafter.

@young98br Other factors are the 3 fails for April... BB7 launch failure, no batch delivered and no BB6 demo. All 3 were important for April, none happened. BB8+ batch for May questionable now. ATT now saying they would consider other D2D players.

$ASTS 지금 이 좇같은 주가는 라쿠텐이라는 좇같은 새끼들의 나살자 매도 외엔 설명할 길이 없다. 이번주만 버텨보자. 거의 다 왔다. 쪽바리 이 개씹새끼들

@endless_frank Given AST had two big April fails - BB7 and no batch delivery they should demo BB6 to boost confidence. Not doing so boosts skepticism.

$ASTS Can we talk about how well BB6 is performing? Talk about the connection speed and how we don’t even need BB7 which was a backup satellite. Or give the market a feel for how far along we are on 25 satellites when we say we’re working on BB32? There is near zero effort to promote our brand. We can do so much more to get people excited about this story or we can just let these algorithms run us over every day. Hire a couple of creators to help educate the market about what’s coming. We are the only company that can transmit 5G and 6G D2D etc etc. Let the world know! @scottwisniews @AbelAvellan @AST_SpaceMobile

@AntiFeminismGuy @PCMag Even though Starlink nextgen needs Starship, at the rate of AST deployment we may not only see Starlink nextgen fully deployed, we may see another SL SAT gen before AST gets to a constellation 2030+. We need competition but AST looking like a mess.

@AntiFeminismGuy @PCMag Many said 'check back in next year' last year when it was supposed to be 20-25 SATs operating by end of 2025 and delivered only 1 additional. It's next year and still no progress since the 1. Batch delivery delayed yet again to May and might be missed.

'We’re seeing a lot less usage than we were originally thinking,' T-Mobile's CEO says, while indicating the company’s ground-based cellular network has been meeting customer needs. pcmag.com/news/t-mobile-…

@FREESPEECH1017 Eventually most MNOs will partner with multiple D2D players delivering service just as they partner with multiple tower players. If AST delivers could see Tmo using via Grain spectrum from Tmo. But AST appears to be having major delivery challenges, not a given they succeed.

So, so much for that T-Mobile switching to AST.... Why MNO's want to go with Starlink DtC. Multiple product bundling. MNO's love Starlink x.com/TMobileBusines…

@AntiFeminismGuy @PCMag It looks like ASTS is have serious issues with shipping SATs, was supposed to have 5 launches in Q1/2026 and had zero. As it stand for now ASTS not even 1/100th of Starlink Sats given no one can even use it and likely can't until 2030+. They might actually fail.

@PCMag It’s because Starlink D2D sucks. Drains battery due to constant handoffs. Not integrated into MNO backbone / network. It’s roaming. Also low bandwidth and only intermittent SMS. Not even 1/100th of the Bluebird Sats of $ASTS

@AorakiTrading We haven't seen a BB6 demo yet and if May delivery doesn't happen they've got major production yield issues. April was a major miss as it was... BB7 failed, batch delivery missed, still no BB6 demo.

$ASTS bought more @ $72 This discount is insane, I think we hit $100+ by end of May and at $20b market cap I can’t buy enough. I sold some $AMD $MU $SNDK and $5930 to fund these buys, this position is now 50%+ of my portfolio up from 8%. Drunkenmiller mode.