cp🅰️d

@RealSimpleAriel @alphacharts365 Elon having the best intention for the planet earth is a naive take.

@alphacharts365 they are trying to get out in front of the others. I love Elon I know he has the best intentions for planet earth. But 3 trillion on 15bil revenue is nothing but a money grab. how anyone can be bullish that is flat out insane

This is a snippet from my weekend market note to subscribers. Do you think the SpaceX IPO will be bullish or bearish for the general market?

@SenatorSlama You will have Ast Spacemobile soon enough

Generally, I love Starlink. It’s fast, reliable, and my husband and I run our law firm from home with it. HOWEVER- it’s monopolized internet in rural areas. Today, we received notice our internet bill is going up another $500/year. Don’t like it? Too bad. You have no other options. Nebraska gave up $300 million in federal rural internet funding for fiber because “Starlink fixed it.” This was a mistake that will cost Nebraskans dearly in the long run.

$ASTS: 🚨 ROTH CAPITAL $108 PRICE TARGET, REITERATES BUY RATING Triumvirate JV Caters to ASTS; Buy This morning, leading US Tier 1 operators (AT&T, T-Mo and Verizon) announced they would form a JV to address Direct-to-Device (D2D) communications to address terrestrial coverage gaps. While ASTS was not named in the release they are publicly supporting the action and have existing strategic partnerships and investments with AT&T and Verizon. We believe this 1) opens the door for ASTS with T-Mo; and 2) appears to be a Tier 1 shot across the Starlink D2D bow. Net, Net, this is a win for ASTS. This morning, AT&T (T-NC), T-Mobile and Verizon (VZ-NC) announced they have an agreement in principal to form JV to accelerate American leadership in D2D and close coverage gaps or "dead zones" in unserved and underserved communities. We view this as a win for ASTS, particularly as Tier 1s appear to be distancing themselves from Starlink, which is widely expected within industry circles to ultimately "run around" MNOs by offering direct-to-consumer D2D connectivity. The pre-existing landscape ASTS already has strategic partnerships for D2D services and an equity investment with both AT&T and Verizon. It is expected that upon the establishment of a commercial constellation (45 satellites targeted by 4Q26) that AT&T and Verizon are expected to be inaugural commercial deployers of the ASTS D2D service capabilities. SpaceX (Starlink) has a previously established relationship with T-Mo, branded as "Direct-to-Cell". This resulted in initial capabilities commencing in mid-2025 for narrowband applications (texting, emergency alerts, location sharing, etc.). In general, we believe this service was successful (1.5%+ penetration at launch), and serves as a precursor to broader D2D adoption. Highlights from the MNO JV The triumvirate JV is an agreement in principal to form a JV to accelerate American leadership in D2D by closing coverage gaps or "dead zones" in unserved and underserved communities. This is expected to improve utilization and efficiency by pooling spectrum resources across the three operators for D2D services. Reading between the lines While ASTS was not named in the release, we believe that ASTS is positioned to be a key partner offering broadband D2D services. Importantly, pre-existing relationships and exclusivity with AT&T and Verizon remain in place. Importantly, this declares that D2D is Both a viable and important service opportunity for MNOs. This is an important validation point, in our opinion. While not explicit, we believe this opens the door for a ASTS with T-Mo under new CEO Srini Gopalan. Again, while T-Mo currently works with Starlink, it presently only offers narrowband capabilities (text, etc.). We also believe this is a not so subtle "shot across the bow" by US-based Tier 1 MNOs. Why? It is widely expected within industry circles that Starlink's spectrum purchases, $17B from Echostar, will be utilized to not only add capacity for D2D services, but to ultimately "go around" or disintermediate traditional terrestrial services. In other words, offer Starlink Mobile direct to enterprise and consumer customers, by cutting out traditional operators. ASTS remains well positioned to be the Switzerland of D2D for global mobile operators, in our opinion. Net, net we view this AM's news as a positive for ASTS.

@PradeepBonde Is this breadth contraction likely a precursor to a market correction? Or do you see it simply as a different market environment (compared to last year) that still remains bullish? What kind of breadth contraction indicates a bearish sentiment?

It is a selective rally, and it is getting more selective. Lots of selling below the surface. It is all about selecting the right stocks and themes.

@ZaStocks Do you use trailling stops?

I want to get positioned in a stock and ideally sit for weeks or longer. I’m a big picture trader + investor. That’s why I only post big picture weekly or monthly charts and discuss fundamentals or narratives. I like to swing and position trade because I strongly believe real money is made holding a stock for more than one day (or days) and ultimately weeks or ideally months + as a thesis plays out. The story and fundamentals of a stock matter, I don’t bother trading garbage with awful fundamentals or no story. Sometimes I’ll cut a stock quickly if it’s not acting right but typically I like to give my positions time to breathe and appreciate. Big picture trading and investing is the way.

@investingluc Missing out on ASTS if SpaceX ipo is the catalist. Don't forget Starlink is the bigger part of the business for Spacex and what's driving most of the valuation.

My exposure is concentrated into a few themes at the moment. 1) Space + Rockets > focus name = $RKLB catalyst is spacex ipo 2) Uranium > focus name = $UUUU catalyst is iran/usa nuclear conflict, DoE's $2.7B funding for uranium enrichment, + powering datacenters 3) Stablecoins > focus name = $CRCL catalyst is global stablecoin adoption + deepening integrations with major banks, payment networks, tokenization platforms 4) Memory > focus name = $MU catalyst is dram/hbm being a legit ai bottleneck 5) Drones (military) > focus name = $ONDS catalyst is gov't focus on drone technology + ongoing macro conflict My thematic focus update as of March '25. 💙Luc

$ASTS All BB's orbits passing over Iran. Probably just a coincidence.

@PurpleDrink_LLC Double down!

I’m short $ASTS again You cult fucks

@PurpleDrink_LLC Thanks for your contribution !

The bad news: I shorted $ASTS today The good news: it was a responsibly sized position at $99.47 and I covered overnight before it anally probes me on some bluebird satellite horseshit These goddamn shitcos man

@ashleybezamat I would rather have them focus on delivery and not stressing about PR

$LEU trade hitting gas

The timing was right. Most of my watchlist was up 5-10% while $LEU was lagging behind. By EoD it cought up nicely! Short interest is high and can add fuel to the move up. Planning on using a trailing stop loss moving further.

Today I got a nice entry on $LEU. I was eyeing it. Daily setup is not great but I took advantage of an intraday flag on the 5 minute chart and entered with a very thight stop loss.

Apart from the steep rise in volume the past few days, @FL0WG0D also highlighted this 600k call buy.

Yesterday we had a nice breakout on $TSSI with high volume above the 10$ resistance. I particularly like that the volume is picking up and we are now entering strong the November gap (which means 44% upside if filled).

The Georgetown facility that was delayed in Q3 and was part of the reason for the aggressive dip is now fully functional. This might flip the narrative. With this, $TSSI looks oversold here.

@redrum_2001 To me it appears the sattelites were there after Maduro was captured. Am I reading this wrong?

🧇GUESS THE AST SPACEMOBILE SHARE PRICE AT THE END OF 2026 🧇 It’s competition time, Sp🅰️ceMob! Want to win a Block 2 BlueBird model? 2026 is shaping up to be a huge year for the space industry and AST SpaceMobile is right at the centre of it. To enter you just need to do two things 1️⃣ Reply to this post with your end of 2026 share price prediction 2️⃣ RT this post ⏰ Entries close: 11:59pm EST, 31 December 2025 Closest guess wins, good luck!

@ASTS_Investors 158

$ASTS Bummer. unionrayo.com/en/spacex-sate…