🅰STMAN retweetledi
@JonahDispatch I wonder if Trump has even read his own National Security Strategy issued six months ago:
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🅰STMAN
36.5K posts
🅰STMAN
@AN_ASTMAN
Personal account for investment, politics or whatever I want. $ASTS $RDW $RKLB $ANIC $CULT $LUNR
Katılım Ocak 2019
124 Takip Edilen254 Takipçiler
🅰STMAN retweetledi
After months of beating around the bush, one reporter finally writes the true story of my race and when asked, the lobbyists brag about it.
A coalition of Israel’s lobbyists and donors is spending tens of millions of dollars in a blatant attempt to buy a KY congressional seat.
POLITICO@politico
Pro-Israel groups are spending big to sink Thomas Massie in the most expensive House primary in history dlvr.it/TSZsXh
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🅰STMAN retweetledi
🚨Three U.S. carriers just announced they’re killing cellular dead zones with satellites.🛰️
There’s exactly one publicly-traded pure-play building it.
$ASTS
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🅰STMAN retweetledi
Wonder which company he's talking about?
$ASTS
GIF
Peter LINDM🅰️RK@peterlindmark
$ASTS Air Moving Target Indicator capabilities General Christopher J. Niemi, USAF: "The capabilities that are happening in space are far exceeding our expectations. And I would welcome the opportunity in a different forum to tell you exactly why I feel that way, but I think that's important for me to say." Senator Mark Kelly: "Yeah, I understand."
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🅰STMAN retweetledi
$ASTS Air Moving Target Indicator capabilities
General Christopher J. Niemi, USAF: "The capabilities that are happening in space are far exceeding our expectations. And I would welcome the opportunity in a different forum to tell you exactly why I feel that way, but I think that's important for me to say."
Senator Mark Kelly: "Yeah, I understand."
Air-Power | MIL-STD@AirPowerNEW1
Apparently five additional E-7 AEW&C are planned to be included in USAF's FY27 procurement request [Via amendment] in addition to the five E-7 AEW&C added in FY26 [EMD] and the two E-7's part of the Air Force's original MTA. This should take the total on contract, or budgeted to 12 E-7 AEWC. 👇👇 Testimony: "The E-7 was not originally in the FY27 [procurement] submission. We have recently been working with the Office of Secretary of War (OSW) to get that budget amendment to the OMB to include funding for FY27 in support for 5 additional E-7 aircraft." ~ Lieutenant General David H. Tabor, USAF "The [Air Moving Target Indicator (AMTI)] capabilities that are happening in space are far exceeding our expectations. I would welcome the opportunity in a different [classified] forum to tell you exactly why I feel that way." ~ Major General Christopher J. Niemi, USAF
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🅰STMAN retweetledi
🅰STMAN retweetledi
The key insight from Abel Avellan’s comments:
“They plan to extend drastically how they use it.”
That likely means the DoD realized AST’s architecture is not just a communications network. It also functions as a large-scale RF sensing and spectrum operations platform.
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🅰STMAN retweetledi
🅰STMAN retweetledi
$ASTS Read this report from Hennessy Funds and remind yourself that the current market cap is *only* $32B for a company that:
✅ will soon have revenue share partnerships with 100% of the three major MNO’s in the U.S. (nearly 400 million subscribers)
✅ will generate $2.4 to $4.4 billion in annual revenue from worldwide military and first responder opportunities in the intermediate term
✅ Has revenue sharing MoU’s/partnerships with another 55 or so MNO’s outside the US
✅ Has an 80 year lease on Ligado spectrum (some estimates put the value around $20B)
✅ Has nearly $4B in cash & equivalents
✅ Has 3500+ patented & pending claims
✅ Is one of two companies in the world that has SCS approval from the FCC
Seems undervalued. 🤷♂️
Anp🅰️nman@spacanpanman
$ASTS: Transforming How the World Connects - Hennessy Funds May 2026 AST SpaceMobile Update AST is building the first and only space-based cellular broadband network accessible directly by everyday smartphones with both commercial and government applications.1 With strategic investments from leading technology players such as AT&T, Verizon, Vodafone and Google, AST has the bold goal to provide uninterrupted broadband connectivity, everywhere. ✅ Eliminating Connectivity Gaps in Broadband AST’s vision is to provide mobile broadband wireless coverage to existing cell phones in partnership with today’s global, mobile network operators (MNOs). Supplemental coverage from space through AST’s satellites would be a breakthrough for the wireless and satellite industries, allowing satellite delivered mobile wireless service to expand beyond niche applications we see today to broad consumer adoption. ✅ Addressable Market Even in 2026, billions of people around the world have no or limited mobile internet access. Among a global population of 8.2 billion, 5.8 billion unique cellular subscribers move in and out of basic and broadband wireless coverage daily, while more than 3.4 billion people are unable to access cellular broadband. Of these, 3 billion have a usage gap and 400 million have no cell coverage. In fact, ~90% of the Earth’s surface has no cell coverage whatsoever. Even in covered areas, there are millions of dead zones and grey zones in existing terrestrial networks. AST plans to eliminate these gaps by providing an overlay or supplemental broadband service that mobile subscribers can opt into through their MNO’s domestic service plans—resulting in broadband coverage for the unconnected billions. ✅ AST’s Vision AST has announced plans to launch over 540 dual-use satellites over the next seven years designed to eliminate global connectivity gaps for commercial and government users. Four separate constellations are envisioned, engineered to serve either C-band, midband and low-band communications spectrum. The first constellation will consist of up to 248 low-band satellites orbiting between 285-329 miles above earth. Seven years in development, these low-band BlueBird satellites use a novel design, internally developed software and custom hardware that is then spliced into the wireless operators’ “core” network through an equipment partnership with Nokia. This technique allows a cell phone to see a virtual cell tower broadcasting on either their MNO partner’s existing terrestrial spectrum or later on Mobile Satellite Service (MSS) spectrum owned or leased by AST. ✅ Worldwide Military and First Responder Opportunities Importance of Space-Based Defense Systems If the war in Iran has taught us anything it is that ground-based radar is vulnerable to missiles and drones guided by satellite systems. If our ground-based radars are knocked out our defensive interceptors are blind. This vulnerability is being rapidly incorporated into U.S defense thinking. We have heard such comments repeatedly at several of the defense related conferences we recently attended. It is quickly becoming imperative that the U.S. and allied forces have a second set of eyes in every global theatre not subject to the same ground-based risks seen in the Middle East. Our legacy missile defense systems—often composed of ground radar, GEO (Geosynchronous Equatorial Orbit) satellites, and terrestrial interceptor batteries—are designed to neutralize traditional short- and long-range missiles. The trajectory of these missiles is predictable from shortly after launch, making them relatively straightforward to intercept. However, newer long-range missiles, such as hypersonic and advanced ICBMs, can change trajectory during travel, and sometimes include decoys and multiple warheads made to fool existing missile defense systems. This makes these missiles much more challenging to neutralize. The U.S. and its allies are vulnerable to these advanced weapons and need a faster, more accurate, and more distributed missile defense system in response. The unprecedented size and power of AST’s LEO (Low Earth Orbit) satellites make them especially well-suited to assist in tracking modern missiles, along with a variety of other high value functions. Research reveals excellent effective isotropic radiated power (output power of a signal when it is concentrated into a smaller area by the antenna) and gain-to-noise temperature (how well the system can detect weak signals amidst noise), enabling a variety of novel capabilities. AST’s work with the Federal government continues to build with both defense and communications applications in various stages of testing and development. In terms of defense, AST was awarded a contract with the Missile Defense Agency’s (SHIELD) program, which is part of the broader Golden Dome strategy, focused on building resilient, layered protection against air, missile, space, cyber, and hybrid threats from all operational domains. The selection positions AST SpaceMobile to compete for a wide range of future task orders across research, development, engineering, prototyping, and operations of critical Missile Defense Agency systems that support U.S. national security objectives. Additional U.S. Department of War (DOW) uses include: • Radar – Supporting high-value military radar applications such as synthetic aperture radar (high-resolution imaging using radar signal reflections), ground-moving target indication, and missile tracking. • Assured and Alternative PNT (Position, Navigation, and Timing) – Providing a stronger, jam-resistant signal compared to existing GPS, improving indoor reception and cybersecurity through authentication and encryption. • Blue Force Tracking (BFT) & Identify Friend or Foe (IFF) – Improving situational awareness of troop and asset locations, reducing friendly fire incidents. • UAS/Drone Control – Enabling remote control of unmanned aerial systems (UAS) in areas lacking terrestrial infrastructure. • Signal Intelligence – Detecting and reading electromagnetic emissions of the enemy. • Signal Jamming – Jamming enemy signals over large geographical areas, such as maritime zones and remote areas, where terrestrial jammers are impractical. ✅ Europa Track 2 Opportunity In February, AST entered into an agreement with the United States Space Development Agency (SDA) for the Europa Track 2 Commercial Solutions program. The agreement has a total contract value of approximately $30 million. The Europa Track 2 effort is focused on delivering immediate, operationally relevant tactical communications capabilities to U.S. forces around the globe. While just an initial agreement, successful trials could lead to large, recurring government service contracts that harness the dual-use BlueBirds’ global reach, broadband capabilities and encrypted communications. ✅ First Responder Opportunity AST is also poised to enable supplemental coverage for U.S. first responders (law enforcement, fire/rescue, EMS, emergency management) who require full geographic coverage and 100% uptime, including during natural disasters, in order to provide mission-critical services. AST is partnered with both AT&T and Verizon, and integration continues with AT&T’s FirstNet partnership in the U.S. AST recently announced a Definitive Agreement with Singapore’s DSTA (Defence Science and Technology Agency) which builds on a previous MOU and we believe AST is working with numerous MNOs and or governments in Europe, the Middle East and Central and South America to expand public safety connectivity. We believe these hybrid-partnerships will be an important and stable part of their business going forward. ✅ International Opportunity Most developed nations will want defense and emergency services capabilities similar to the U.S. For example, we understand that NATO’s future SATCOM program is actively exploring using AST for 5G direct-to-device service. And Vodafone, AST’s joint venture partner in Europe, offers mission critical emergency services to first responders. They plan to add direct-to-device mobile broadband satellite services to this offering across the EU when it is available through their Satellite Connect Europe joint venture. To estimate AST’s non-U.S. defense opportunity, we begin with our U.S. DOW revenue estimate of $1.0 to $2.5 billion per annum. We haircut this by half to reflect smaller NATO and non-NATO allied nation defense budgets (cumulatively $0.5 trillion vs. $1.0 trillion at DOW), and adjust further because these nations will likely spend a lower percentage of their budgets on satellite capabilities, leveraging the U.S. Golden Dome where permitted. In total, we estimate that AST will generate $300 to $750 million in annual revenue from non-U.S. defense spending in the intermediate term. To estimate AST’s non-U.S. first responder opportunity, we begin with our U.S. first responder revenue estimate of $720 million per annum. We adjust our U.S. number to account for differences in population and GDP (across all developed nations, ex-China) and further adjust for the likelihood that AST will have lower first responder market share internationally. In total, we estimate that AST will generate $400 million in annual revenue from non-U.S. first responders in the intermediate term. ✅ Total Military, Intelligence, and First Responder Opportunity In total, as previously itemized, we expect AST will generate $2.4 to $4.4 billion in annual revenue from worldwide military and first responder opportunities in the intermediate term. Beyond this, the U.S. National Intelligence Program has a budget of about $80 billion (vs. about $1 trillion at the DOW), which we do not specifically account for in this exercise. That said, it seems clear that many of the capabilities that AST is potentially providing to the DOW would also be valuable to intelligence agencies both here and abroad. ✅ Strides Made in AST’s Satellite Fleet Over the course of 2025, AST made enormous strides in the design, construction and assembly of its full-size (2,400 SF) dual-use, low-band communication satellites that will become the backbone of its fleet. In December 2025, after the successful launch of the first, full-sized Block 2 Bluebird 6 satellite, AST announced that it had stabilized the spacecraft and fully deployed its massive phased array. Our discussions with the company lead us to believe the satellite is performing as expected mechanically. The next step is to dial-in the software used to control beamforming and RF transmissions. This requires an iterative process that involves software elements that control the satellite, the ground station antennas and AST’s equipment that interconnects with the MNO’s core network. Though time consuming, these learnings will be adapted across all the satellites launched in the coming years. ✅ A Short-Term Setback In February 2026, AST shipped B2BB 7 to Cape Canaveral for launch on a Blue Origin New Glenn rocket in mid-April 2026. A successful launch on a New Glenn rocket would represent the third global launch provider AST can use for launch services and an important milestone as AST seeks to diversify its service provider network and keep multiple parties competing for its launch business. Though the boost stage worked flawlessly, the second stage failed to lift B2BB 7 to its intended orbit. While the satellite separated from the launch vehicle and powered on, the altitude was too low to sustain operations. Consequently, the satellite was de-orbited a few days later and burned up in the atmosphere. One consolation is that the cost of the satellite is expected to be recovered under an insurance policy. The FAA is leading an investigation into the second stage failure and it may be a month or more before the findings are released and Blue Origin’s modifications are approved and implemented. Blue Origin is slated to be an important provider of launch services in the second half of the year for AST but a thorough investigation is warranted before they can resume launches from Florida. AST is currently in production through BlueBird 32 with BlueBirds 8 to1 0 expected to be ready to ship to Cape Canaveral by mid-May with production and launch cadence picking up from there. As they ramp to six satellites per month, AST should be able to build and launch approximately 45 satellites this year which would result in activation of nearly continuous service in the U.S., as well as parts of Europe, Japan and the Middle East. Their goal remains a constellation of approximately 90-95 B2BBs in service by year end 2027. In the spectrum arena, the company continues its global efforts. They reached a successful conclusion of the Ligado litigation which will allow AST access to North American L-band MSS for its Block 3 BlueBird satellites, the first of which is expected launch at the end of 2026 or early 2027. The B3BBs will use mid-band spectrum (both L & S- band) that will allow more data throughput at faster speeds than the B2BBs. Block 2s are more coverage focused while Block 3s are more capacity oriented. AST is pursing 2GHz S-band spectrum in Europe through regulatory channels and its partnership with Vodafone and is working on MSS applications in Brazil, Mexico and other international locations. ✅ Update on Competition Starlink, a satellite internet constellation wholly owned by aerospace company SpaceX, is best known for its satellite to home internet service. But four years ago, Starlink teamed with T-Mobile USA to develop and launch a new and well-funded direct-to-cell competitor to AST. However, Starlink’s planned direct-to-cell voice and data service is now limited to simple text messaging, location sharing, and a few essential apps that offer VOIP but no broadband or internet connectivity. To work, the service requires users be outdoors with a direct view of the sky while their handoff puts a heavy strain on a cell phone’s battery. Starlink plans a reboot with newly designed direct-to-cell satellites with new capabilities. These are expected to launch on its larger Starship rocket after receiving regulatory approval. In April, Amazon announced that it will acquire Globalstar, a mobile satellite services operator known for powering Apple’s Emergency SOS feature, in a $12bb transaction expected to close in 2027. This text only direct-to-cell offering will be paired with Amazon LEO, Amazon’s satellite to home internet service whose satellites are just now being launched. Amazon LEO will ultimately consist of thousands of satellites and compete directly with Starlink’s satellite to home internet services. It will likely be 2-5 yrs before Amazon LEO has the capacity or coverage to compete with Starlink on home internet services. And we believe that AST will not see any additional competition from a revamped or reconstituted Amazon / Globalstar based direct-to-cell service before 2030. We believe Amazon will receive the necessary regulatory approvals over the next year to acquire Globalstar based on recent comments by Federal Communications Commission (FCC) Chairman Brendan Carr who went on record saying he supports three direct-to-cell competitors in the U.S. The question remains, will Amazon/Globalstar remain a bolt on service with the MNOs (like Starlink direct-to-cell or Apple SOS today) or will it take the much more difficult route over the remainder of the decade of engineering a service that integrates into an MNO’s core network as AST has already done. ✅ Excellent Management Supporting our view, we believe that AST founder, Chairman, and CEO, Abel Avellan, has assembled a first-class space and wireless technical team, paired with strong commercial, regulatory and legal talent. They have now put in place a team of close to 2,000 employees in five countries. Over the last five years, we have had the opportunity to meet many of their senior leaders, engineers, scientists and Midland factory employees during our visits to headquarters in Midland, Texas and during the launch events in Cape Canaveral. In addition to their employee growth, AST continues to add industry thought leaders and partners to its Board of Directors. ✅ Summary The last six months showed increasing operational momentum, growing government interest, artful balance sheet management and new company forecasts of revenues approaching $1 billion in 2027, the first full year of continuous coverage across key markets. The company recently filed to increase its constellation shells to four and its satellite count from 248 to 543 at the ITU (International Telecommunications Union). These planned satellites will now include Mobile User Objective System (MUOS) augmentation bands, low-band and S-band capabilities and circle the globe in staggered attitudes up to 740km in two new inclinations of 40- and 55-degrees - including up to 28 sun synchronous and 18 equatorial satellites. Look for more information flow from Europe around their work with Vodafone on IRIS2, Satellite Connect Europe and S-band allocations over the course of the year. In the U.S., the FCC has granted AST full commercial authorization to deploy its initial shell of 248 non-geostationary satellites while the ITU application to expand to 543 is pending. We continue to believe we are on the cusp of a new communication revolution with decades of potential growth in front of it, and believe AST will play an integral role. AST is a “special situation” investment for the Hennessy Focus Fund, as it does not meet the Fund’s typical compounder model of historically producing a sustained mid-teens or higher rate of earnings growth. However, we believe it presents a very compelling “emerging compounder” profile with a favorable risk-return profile at today’s price. Original Weblink: hennessyfunds.com/insights/compa…
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🅰STMAN retweetledi
Watching the President of The United States commit mass market manipulation right before my very eyes with zero consequences is a sad feeling.
The Washington Post@washingtonpost
President Trump sold between $5 million and $25 million each of Microsoft and Amazon stock in February and purchased millions of dollars’ worth of the companies’ stock in March, according to disclosures filed with the U.S. Office of Government Ethics. wapo.st/4drlT67
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🅰STMAN retweetledi
$ASTS: AT&T CEO and Chairman who masterminded the AT&T/Verizon/T-Mobile Joint Venture talking about AST SpaceMobile's role back in December 2024.
Tut C🅰️pital@kingtutcap
$ASTS: John Stankey when asked if the telco industry would eventually come together as a consortium to build a LEO-based fleet: "It's effectively what we're doing with AST. It's a LEO-based architecture and it's a group of companies that have come together to contribute spectrum at a global basis and we're cooperating with the landlord who owns it" In a nutshell: AST SpaceMobile is the industry's choice 🥇
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@retail_mourinho I still see no signs of execution. 30 days are almost over and still no satellites ready for launch
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The sentiment shift on X over the past few days around $ASTS has been the most intense I’ve ever seen for a stock.
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@Diva_2_Diva @Spaldinginvest @retail_mourinho It already dipped dude, your best chance to buy was before earnings.
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@Spaldinginvest @retail_mourinho I will be waiting for a successful launch. After that BO mishap, I realize I would rather buy in on dips
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🅰STMAN retweetledi
$ASTS: "We continue to believe we are on the cusp of a new communication revolution with decades of potential growth in front of it, and believe AST will play an integral role.
AST is a “special situation” investment for the Hennessy Focus Fund, as it does not meet the Fund’s typical compounder model of historically producing a sustained mid-teens or higher rate of earnings growth.
However, we believe it presents a very compelling “emerging compounder” profile with a favorable risk-return profile at today’s price."
M🅰️xwell@SteelWoolSponge
Hennessy Funds remains ultra bullish on $ASTS. hennessyfunds.com/insights/compa… New from this report: $2.4–$4.4B intermediate-term defense + first responder revenue NATO actively exploring AST for 5G D2D Amazon LEO not a threat in D2D before 2030
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@FinanzasExpres @CKCapitalxx Even just 10% uptake would make ASTS worth 10x as much as it is today.
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The real $ASTS debate is not “satellite company or not”.
It’s whether this becomes a wholesale global connectivity layer for carriers.
If execution works, the operating leverage could be insane.
But the key risk remains:
3B accessible subscribers ≠ 3B monetized users.
Huge asymmetry.
Huge execution risk. 📡🚀
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🅰STMAN retweetledi
People are sleeping on what $ASTS actually is as a business. Let me show you why this could become one of the greatest cash flow machines ever built.
First understand the comparison.
Netflix has 325 million subscribers paying $15 a month. $45 billion in annual revenue. $380 billion market cap.
They spent 15 years and tens of billions in content spend acquiring every single one of those subscribers one at a time.
Spotify has 290 million premium subscribers paying $11 a month. $17 billion in annual revenue. $120 billion market cap.
Same story. Years of losses. Billions in marketing. Fighting for every user.
$ASTS does not work like that.
$ASTS charges carriers a wholesale fee per subscriber. AT&T does the acquisition. Verizon handles the billing. T-Mobile manages the churn.
$ASTS provides the network layer and collects on every user that opts in. No customer acquisition cost. No marketing spend. No churn risk. Pure recurring infrastructure revenue.
Now here is the simple math.
3.3 billion subscribers sitting inside partner carrier networks today. Management is guiding 2027 revenue approaching $1 billion with half the commercial pipeline already booked.
Analysts project $1.6 billion in 2028 with profitability expected that same year.
At $5 per user per month on 1 billion subscribers that is $60 billion in annual revenue.
Netflix generates $45 billion serving 325 million subscribers they had to fight for one at a time.
$ASTS has access to 10x that subscriber base through partners who already own the customer relationship.
FCC authorized up to 248 satellites. They are targeting 45 to 60 by end of 2026. The revenue curve has barely started.
This is not just a satellite company.
It is one of the most scalable subscription infrastructure businesses ever built.
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@Spider3604 @CKCapitalxx No other company is capable of building these satellites, not even SpaceX. They are using obsolete design philosophies better suited to the last decade than this decade.
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@CKCapitalxx Of course there is a non-zero risk of commoditization of this service if they serve the market through middlemen. Also, unlike SpaceX, they don't launch their own satellites, and comm satellite manufacture is soon going to be commoditized as well.
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@pablopeak @CKCapitalxx Institutions have been loading up. Even in the $70-100 range they're still buying more.
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@CKCapitalxx Why don’t the top analysts from private investment groups see it this way?
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🅰STMAN retweetledi
Hennessy Funds expects $ASTS will generate $2.4 to $4.4 billion in annual revenue from worldwide military and first responder opportunities in the intermediate term.
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