Mehdi 🅰️

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Mehdi 🅰️

Mehdi 🅰️

@mxhdic

French optimist 🇫🇷 | 🇺🇸 American drive Capital markets | Frontier tech & space Long $ASTS | SpaceMob ’24

Thinking outside the box Bergabung Kasım 2015
507 Mengikuti137 Pengikut
Mehdi 🅰️
Mehdi 🅰️@mxhdic·
@leboenojeannot Le potentiel à long terme d’ASTS est énorme. Amazon et Starlink s’attaquent au mid band, ce n’est pas un hasard. Mais le moat d’ASTS en low band est irremplaçable, car la technologie a été conçue dès le départ avec et pour les telecoms.
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Jean le Bon
Jean le Bon@leboenojeannot·
Dans le monde des CEO, on a compris que le next big thing, c’était le Direct to Device.
Jean le Bon tweet mediaJean le Bon tweet media
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Mehdi 🅰️
Mehdi 🅰️@mxhdic·
@AlexfromBabylon @Defiantclient2 I watched an Abel video from 2023 and his vision is incredible. The D2D industry is new, so everything must be built from scratch, including the FCC’s regulatory pathway. The ASTS tech was built with MNOs from the start, creating a symbiotic relationship.
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Alexander
Alexander@AlexfromBabylon·
$ASTS I keep saying it: There will be one lowband constellation at scale and there will be multiple midband D2D providers including Starlink and Amazon with their own connectivity bundles. Midband will be the commodity and agressive pricing layer. AST will largely at scale have a lowband monopoly globally and that’s unique. MNO’s will never give SpaceX and Amazon low band and anyone else cannot pull it off. If you read about the multi tenant D2D model, 6G and the future of Physical AI you conclude that lowband is the most important D2D layer, because it is a bridge between the phone and higher capacity midband. Wall Street analysis is still superficial in not recognizing this. They talk about increased competition, while in reality nobody will be competing in lowband in a multi tenant setup.
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Mehdi 🅰️
Mehdi 🅰️@mxhdic·
@LouisWitter Le chauffage non inclus c’est la cerise sur le gateau, 80% d’un smic pour pour vivre accroupi
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Louis Witter
Louis Witter@LouisWitter·
Les proprios sont des furieux. 1000 balles par mois « pour étudiant ». « Refait à neuf » avec des vasistas du siècle dernier qui doivent assurer un nutriscore Z à ce cagibi. Des furieux.
Louis Witter tweet media
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Mehdi 🅰️
Mehdi 🅰️@mxhdic·
@endless_frank The come-backs are always spectacular on this stock, and with the amount of exciting catalysts ahead, it might be fun.
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
$ASTS This feels exactly like May 30th 2025. If you were around then, short interest was ~72m shares and it was hard to borrow the stock. We’re pushing 64-65m shares right now and at almost 3x the price! Many will look back on this day and regret selling or not buying. *NFA
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Alexander
Alexander@AlexfromBabylon·
$ASTS Recent volatility is peanuts compared to the earlier days. What always gives me ultra peace of mind is to remember that CEO Abel Avellan has ~20% economic ownership of AST Spacemobile and had no meaning cash / stock compensation since the business combination in 2021. In addition he did not sell a single share. This is ultra allignment with shareholders is extremely rare. This means if the stock goes to "zero", he literally loses everything he spent years grinding for without a meaningful exit. This guy has no backup plan, he is all in on his company that he initially also funded from his own money. Now layer on top: > FCC approval for lowband constellation with spectrum from AT&T, Verizon, Firstnet (first lowband approval and second FCC D2D approval after SpaceX) > Fortified balance sheet with billions of cash > Ligado spectrum asset floor value > Production assets of the largest satellites in LEO about to ramp up > US GOV doubling down on space and commercial solutions. > Initial commercial service just around the corner. This guy is playing to win, suggest you do the same!
GIF
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ASTS Investors 🅰️
ASTS Investors 🅰️@ASTS_Investors·
FIND YOURSELF A CEO LIKE ABEL AVELLAN 💪 His net worth is tied to the equity value of the company meaning he is perfectly aligned with shareholders. $ASTS
ASTS Investors 🅰️ tweet mediaASTS Investors 🅰️ tweet media
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Mehdi 🅰️
Mehdi 🅰️@mxhdic·
@endless_frank 100% valid, let’s stay strong we got this. Won’t even be able to see the dent in the chart in a couple of years.
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
$ASTS Anyone that calls me a bagholder or tells me to cope is getting blocked. I bought in the low 20’s, I’m holding millions of dollars of bags. They’re a lot lighter than the bags I held 3 months ago, but still more than anyone talking like that will ever have. 😘
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Mehdi 🅰️
Mehdi 🅰️@mxhdic·
@AyGdelSur @bernabebm01 @AST_SpaceMobile @amazon In the last two years, they didn’t have nearly the same production capabilities than they do today, and they hadn’t successfully deployed BlueBird 6, which provided them with a wealth of data to enhance their efficiency in future deployments.
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PS A&G
PS A&G@AyGdelSur·
Hola @Bernabebm01 Creo que la idea de $ASTS es impecable, pero con muy poca habilidad al contratar empresas de lanzamientos. Muchos hablan de la cantidad satélites por mes que hacen pero mientras dependas de la competencia para llegar al espacio todo es obsoleto y en este punto es donde se pierde la confianza. Es una ecuación simple se pierde un satélite retrasa ingresos, al inversor no le importa lo emocional de la empresa, es venta. Ojalá puedan cumplir con el proyecto de lanzar 45 satélites en 6 meses, pero es irracional pensar en ello dado que en dos año solo lanzaron 1 satélite. Muy buen post.
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SpaceMobileNow
SpaceMobileNow@bernabebm01·
$ASTS 1/ 🛰️ Sobre los rumores de una posible compra de @AST_SpaceMobile por @amazon Vender ahora sería un error estratégico. No porque Amazon no sea un gran actor tecnológico, sino porque el verdadero valor de AST está en algo que desaparecería con esa operación: su independencia.
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Colin
Colin@colin_gladman·
Don’t be surprised when $ASTS goes much lower. Also standing in front of the SpaceX IPO is not ideal.
Colin tweet media
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Saúl ツ
Saúl ツ@Saul_Investings·
@mxhdic Es un seguimiento, simplemente actualizo 🤷🏼‍♂️
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Saúl ツ
Saúl ツ@Saul_Investings·
$ASTS jugando con fuego estaba y parece quemarse. Pierde directriz alcista, siendo esta base de cabal alcista, muestra debilidad, con intentos de ir al alza para cerrar en mínimos. Lo más normal del mundo es que el valor tenga procesos laterales de grado mayor, ocurrió anteriormente y es probable que ocurra ahora. Pienso en 50$ como zona atractiva, la primera parada 58$, cuando salgan cosas como: ASTS pierde un 60% desde máximos...pues ahí será bonita. Dentro de cana bajista, perdiendo zona soporte y directriz comentada.
Saúl ツ tweet media
Saúl ツ@Saul_Investings

$ASTS jugando con fuego. Tras alzas esperadas a últimos de 2025 el valor se dispone a hacer un techo donde encuentra bastante oferta. Volumen elevado, cierres lejos de máximos y debilidad, que la llevan a encontrarse en una zona clave. Zona actual es clave dentro de su desarrollo alcista, pues se encuentra con soporte, tendencia y media de 10 periodos. Veo bastante probable que inicie tramos a la baja hacia 55$.

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Mehdi 🅰️
Mehdi 🅰️@mxhdic·
@AllenLHP @colin_gladman Still positive, here for the long term not for the casino. If you have conviction, why would you sell before they even start to make revenue?
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Johnson SMITHERS
Johnson SMITHERS@HeathMcf·
@ASTS_SpaceMob Because Abel is already worth over 500 million, not including any ASTS stock. He genuinely has no reason to sell.
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$ASTS SpaceMob 🅰️
$ASTS SpaceMob 🅰️@ASTS_SpaceMob·
If Abel is not selling or getting paid Why would you? $ASTS
TheKOOKReport@thekookreport

A reminder that $ASTS CEO is playing for equity upside. He's a true owner operator. - Base Salary. Mr. Avellan has historically asked not to be paid any base salary in excess of applicable minimum wage requirements under federal law. He has not received any base salary from the Company since the consummation of the Business Combination in April 2021.     - Cash Bonus. Mr. Avellan did not participate in our annual bonus program in 2025 and received no cash bonus payouts for 2025 performance.

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Mehdi 🅰️
Mehdi 🅰️@mxhdic·
@PCMag Lol, who needs a service that doesn’t deliver true broadbrand in 2026 ? Nobody, that’s right.
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PCMag
PCMag@PCMag·
'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-…
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Mehdi 🅰️
Mehdi 🅰️@mxhdic·
@endless_frank I actually begin to appreciate ASTS management discretion; it enables the market to fully exercise its forces: reward the patients and punish panics.
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
$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
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StormChant
StormChant@StormChant911·
@BeachHouseSoon @thekookreport @mxhdic You have no clue. I’ve been in since 2.25 and have seen every inflection point and pull back. So, unlike most on here, I’ve seen it all and it’s the same bullshit story, no lie, every time they open their mouths. At some point WE have to move on and demand more accountability
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TheKOOKReport
TheKOOKReport@thekookreport·
A reminder that $ASTS CEO is playing for equity upside. He's a true owner operator. - Base Salary. Mr. Avellan has historically asked not to be paid any base salary in excess of applicable minimum wage requirements under federal law. He has not received any base salary from the Company since the consummation of the Business Combination in April 2021.     - Cash Bonus. Mr. Avellan did not participate in our annual bonus program in 2025 and received no cash bonus payouts for 2025 performance.
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Jelajahi

@leboenojeannot @AlexfromBabylon @Defiantclient2 @LouisWitter @endless_frank @raknison @ASTS_SpaceMob @ASTS_Investors