John P

@Only6inches Good..... hopefully they hired a couple of people to work PR and a dozen more for the shipping department! 😆

$ASTS Another acceleration in number of FTEs on Linkedin for AST Spacemobile. April 2026 has been the biggest MoM so far with 58 new Linkedin profiles that Spacemob can stalk. YTD they added more FTEs on Linkedin than they had in total in November 2021. Disclaimer: The true number of FTEs is >2,000 but Linkedin trends are good insights nonetheless.

@LuckyStuey @Clayton37808570 @smeev4 EXCELLENT ANALYSIS! They are BETTER! No wonder your expertise is in such demand!

@Clayton37808570 @smeev4 Better constellation design, better satellites, much more cost effective.

$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

@CatSE___ApeX___ It can't be right......@LuckyStuey said lowband wasn't worth anything. He's an expert!

DoW investing lots of funds. $ASTS Apparently they want lowband radar in space.

@FREESPEECH1017 @5xSuitor True! 😆

@BlueBirds33782 @5xSuitor Every great story needs a villain.

Margin Call anyone @ $ASTS

@Stonefoxcapital So people aren't using the T-Mobile intermittent texting service as much as planned? Hmmmm....Maybe it was a cloudy day? Or there were trees overhead? Or they weren't standing on top of a mountain when trying to connect?

$ASTS pure gold, T-Mobile says D2D usage is below expectations and mostly used in national parks. Hmm, the former Verizon CEO warned everyone. $TMUS $VZ

@5xSuitor @FREESPEECH1017 This is most likely the only social interaction the poor guy gets. He posts his B.S. intentionally to solicit feedback. He's been doing the same thing for years.....kinda sad really. Just think of him as our goofy anti-mascot. 🤪

@FREESPEECH1017 @FREESPEECH1017 - why the hate man? Live and let live?

@LuckyStuey Maybe it's because you're a pompous, narcissistic, beyond arrogant a$$ that does nothing but spam your FUD with "Trust me bruh....I'm an expert"....as your thesis. You had your chance to debate live and you chose not to....probably a wise choice on your part. VSAT....yeah...LOL

$ASTS has no tolerance for fair debate and difference of opinion on this channel. Almost all high profile pumpers have now blocked me, including your fearless cult leader who finally cracked today, with the stock sinking into the 60s (and it won't stop there folks!)

@TMFAssociates Hey.... would you happen to have the link for that "Is Tim Wrong Again" website or whatever it is? I was told to check that out first before listening to any of your analysis.

AST's delays will allow the #cluelesscult to continue living in denial for at least another year. But this is reminiscent of George Gilder in 2000 claiming that Iridium's failure was positive for Globalstar because it removed the competition and CDMA was inherently superior

@LuckyStuey @FREESPEECH1017 You two dinosaurs need to go get a room for your circle jerk...... nobody is paying a bit of attention to the biased nonsense you're spewing.

Yes, it cost most of “50+ MNOs” relatively little to sign up with ASTS on the promise of high performance satellites, but now they’re seeing the difficulties (and they’re probably privy to MNPI in this regard, such as the real status of BB1-6) they’ll quite happily work with whoever comes along with working satellites, which is most likely to be SX, Amazon and the other “force” that’s mentioned by Stankey (referring to Equatys obviously).

ATT understands that their future of providing its customers with D2D services in a competitive environment against Starlink using "everyday phones" is tied to one of their largest competitors.. VERIZON. Both Verizon and ATT are dependent on one another for low-band spectrum to provide a semi- competitive service against Starlink. If Verizon refuses to renew their lease, ATTs service is badly compromised. Verizon finds itself in the same position. With ATT now publicly saying they will work with Starlink and/or Amazon. Verizon now also has to examine the potential future issues with the ATT relationship. Only Starlink can provide short/long term stability in access to true nationwide service using "everyday phones" Via the use of the Band 66 AWS-4/2 GHz MSS spectrum. x.com/i/status/20470…

@LuckyStuey @Jonboy9002 @Steved24661 @PGuetta88 @AlexfromBabylon Most people = Narcissistic Stuey

@Jonboy9002 @Steved24661 @PGuetta88 @AlexfromBabylon Most people think it will work out the other way around: when ASTS goes bust, VSAT will get their spectrum back.

$ASTS: The FCC issued an important order a couple days ago. The order essentially enforces existing spectrum rights for U.S. flagged operators and denies requests from SpaceX and AST to use MSS spectrum licensed to other operators in the U.S. and globally. This ruling has significant ramifications. By enforcing existing spectrum rights in Big LEO, S Band, and L Band for US flagged operators, the FCC has limited the D2D race to four players: (1) Amazon - Big LEO; 2) SpaceX - S Band; 3) AST / Ligado - L-Band; (4) Viasat - L-Band. When you consider that Viasat doesn’t have a viable D2D constellation and will eventually be bought out, that number falls to three. In short, the FCC and Chairman Carr has ensured American dominance over the global D2D market for the foreseeable future.

@FREESPEECH1017 @petrie78676 @scott_m_powell The Farrar School for Wayward Girls?

@BlueBirds33782 @petrie78676 @scott_m_powell 🤣🤣🤣 I went to Private Schools.

$ASTS Calling it. By Monday we see AST Spacemobile crates on the back of semi's headed to the Cape.....It's time.

@petrie78676 @FREESPEECH1017 @scott_m_powell He was beat up a lot in school.... never included in any clubs.... always picked last..... just terminally miserable. That's his story in a nutshell.

@FREESPEECH1017 @scott_m_powell Many people live rent free in my head, I’m just interested in not who you are but why are you ,I barely know anything about the main ASTS guys and id be intrested to know more about them for sure but, I know their motive with ASTS, I don’t know yours, you don’t like ASTS, why?

@LuckyStuey @viasat

By the way @viasat since I'm currently in Florida and can be available on this date, could I get an invite?

@qu3stionevrthg Try being all in with a $12 average when it dropped to $2. Thought my wife was going to skin me alive for this investment for a while there.

@spacanpanman I hear you but if you’re in at $80 it’s a bit scary with the news and launch failure (not asts fault) If I were you tho, yeah I would worry a single bit at all. I’m not selling but it’s a bit uneasy right now

$ASTS: On days of frustration, I think back to April 2024 when AST was down ~80% from IPO and the S&P was up 37% over that 4 year period. I was filled with regret and sadness that perhaps those 4 years were wasted not only in terms of $, but also my time. This was right before news of Verizon partnering with AST and locking up 2/3 of the US market. This news sent AST up +1,850% over three months to a $39 high that summer. Nowadays "big" swings of $5, $10 or $15 don't phase me. These moves are *multiples* of what our market cap was back then, which was around $700M. When I see people complaining about the daily stock price moves in the context of what this company has accomplished and the massive opportunity that lies ahead, I sit back and laugh thinking about April 2024.

@shortmsger @Dagnum_PI @AST_SpaceMobile What competition? Is there another constellation already up there that provides broadband and reliable voice calls? I wasn't aware of any. Please do tell!!!

@Dagnum_PI @AST_SpaceMobile Too bad it doesn't have a satellite constellation worth a warm bucket of spit - they could then allow AT&T, Vodafone, and Verizon to actually try it out. Maybe in a couple years, huh? Meanwhile, that competition...

🚨 SpaceX just got BTFO by the FCC. While the rest of the satellite crowd was still filing petitions and begging for rule changes @AST_SpaceMobile just walked out with a PERMANENT license to deploy its full 248-satellite constellation immediately across the United States. This isn’t “maybe someday” approval. This is today right now working with AT&T, Verizon, and FirstNet to deliver direct-to-device (D2D) coverage straight to your phone. No special hardware. No dead zones. Why this is insanely bullish for $ASTS 1) Regulatory moat locked in. The FCC didn’t just approve AST they dismissed multiple competitors trying to muscle into the same spectrum bands and threw out two petitions to rewrite the rules. They reaffirmed the existing structure and gave AST the clarity to actually build. 2) $28B+ in deal flow in the last 18 months across 130+ MHz of spectrum. The market has already voted with its wallet. 3) Chairman Brendan Carr straight-up said the FCC is “laser-focused” on making rules friendly for investment and innovation in D2D. Translation: the government just became AST’s biggest cheerleader. 4) AST can now offer D2D outside the U.S. too. Global scale unlocked. This is the moment the “maybe they’ll get approved” discount disappears. The regulatory risk that kept the stock suppressed just got vaporized. $ASTS isn’t a lottery ticket anymore. It’s a company with a clear path to ubiquitous coverage, massive carrier partnerships, and a government that just said “go build it.” The satellite wars just got real. And right now, AST SpaceMobile is winning. Who else is loading the boat? 👀📈

@shortmsger @Light_Reading Has Starlink's D2C intermittent texting service been a hit over in Japan?

@Light_Reading It makes total sense that carriers would want to use a bunch of satellite service providers. The AT&T CFO already explained. I'm waiting for Vodafone to say something like that - and Rakuten to switch hats to Starlink D2C to join the other big carriers in Japan who ALL have.

AT&T has hooked up with AST SpaceMobile for direct-to-device capabilities, but CEO John Stankey said it's entirely possible that AT&T will work with multiple satellite partners for D2D. Read more on Light Reading: bit.ly/4cZPGnj

@TMFAssociates @LuckyStuey WAIT! It's even worse than you think!!! Viasat has approximately 7,500 employees as of 2024, showing an increase from previous years. The company is a public telecommunications and satellite provider, with employee counts generally ranging between 6,800 and 7,500.

@LuckyStuey Its even worse than you think. Most of these extra people are contractors. The 10-K reported "1,126 full-time and part-time employees worldwide, which included approximately 708 employees in the U.S. and approximately 418 employees in other jurisdictions"

$ASTS what are they all doing? They shipped 1 satellite last year and 1 satellite this year!!?

@tottaway22 @LuckyStuey Well Stuey? He brings up a pretty good point here.

OMG… no way. Obviously a company that doesn’t make their own satellites & pays others to make them should surely be more efficient with less employees right? Oh wait $VSAT has 7000 employees, what are they all doing!?!? They don’t even make anything. No wonder G&A and margins are shit.

@Brookside578298 Reading comprehension much? ("Here's what Gemini shared")

@spacanpanman @scott_m_powell AI much?

$ASTS More questions for the Mob.... Does BlueOrigin HAVE to do the second burn? I heard someone talking as if that was a test they wanted to run and it's not mandatory to do a second burn, that you're actually able to do a circular orbit without it. Anyone know the facts around this?

@valuations_ @PiranhaCapital @spacanpanman @kingtutcap You all realize you're most likely arguing with a high school drop out that lives in his mom's basement? This guy has offered no sound technical thesis and farms for engagement only. He needs to be swept under the rug like the many before him.

$ASTS: A bit of a rant on this clown below.. The ASTS influencers,” OGs, cult leaders, recruits, whatever the fuck you want to call them, have been in this stock for 4-5 years holding through absolute non-stop FUD. They held through multiple 50-80% drawdowns that would break any investor. They did nonstop due diligence for years that financial institutions reference by name. They bet on the D2D industry when it didn’t exist and everyone called it a fantasy.. They held when the company was on the verge of bankruptcy. They believed in the company, the industry, and in the future of where the puck is going. And they were proven right every step of the way. They literally said all the shit would happen. And it happened. Their conviction right now is the exact same conviction they had at $2, $20, $50, $130. No hidden agenda. No pump and dump. No secret society. SpaceMob has and will always be centralized. Just internet randos (some of the nicest) who did their work, shared their thesis, and others believed. And it continued to grow. That’s it. That’s the whole story. It grew because the diligence was real and the thesis kept getting validated, not because some anonymous account on the internet told you to buy. This is not GME. Not AMC. Not meme garbage. Anyone saying otherwise is either low-IQ or a pure hater (Mr. Valuations is both). This is a company validated by Google, Meta, the US government from defense to FirstNet to the FCC, and over 50 telcos worldwide. It is owned by the biggest financial institutions and hedge funds on the planet. If any one of those so-called leaders or recruits exits their position or gets hit by a truck tomorrow, nothing changes. Nobody is holding because X person is. They’re holding because they did their own work and put their own money behind it. And if you aren’t doing that, SELL RIGHT NOW. Like this second. That “cult” brought together people from completely different walks of life around one shared thesis. And it will keep bringing more in. Not because of a leader or someone’s tweets. Because the thesis is real. Anyway, $ASTS is inevitable.