M🅰️ttForASTS

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M🅰️ttForASTS

M🅰️ttForASTS

@DallamMatt

I believe in science! Bachelor of Science in Natural Resource Science, Cal Poly, Humboldt, Ca.

Weat Coast Katılım Mart 2016
1K Takip Edilen431 Takipçiler
DWDINVESTING
DWDINVESTING@DWDInvesting·
$ASTS "SpaceX’s Shotwell to gift SpaceX stock to Trump Account program" (Seeking Alpha) and here we go!
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Kevin Chen
Kevin Chen@Defiantclient2·
$ASTS: @TMFAssociates claims that there will be no D2D service besides Starlink/Globalstar/Skylo until 2028. Tim Farrar is pretty much suggesting @AST_SpaceMobile won't start service until 2028. Another easy one to add to the list of claims: istimwrongagain.com x.com/TMFAssociates/…
Kevin Chen tweet media
Tim Farrar@TMFAssociates

@Knownasdan1 If Starlink stop the T-Satellite service then no one has any service options (apart from Apple & Skylo) until 2028. So that's not a problem for T-Mobile, they can wait

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M🅰️ttForASTS
M🅰️ttForASTS@DallamMatt·
@DiscoMagmaKGLW @spacanpanman Yes! I was just coming back to correct myself and thank you! At 26:45 is where it starts. Makes me feel much better, and I hope the market reflects!
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$ASTS: 🚨🇺🇸FCC CHAIRMAN BRENDAN CARR SPEAKS POSITIVELY ABOUT AST SPACEMOBILE AND ITS IMPORTANCE IN HELPING THE USA LEAD THE WORLD IN DIRECT-TO-DEVICE TECHNOLOGY "If you step back, what AST is doing is working on direct-to-device technology. We think that direct-to-device, where you go from a LEO satellite directly to a smart phone, is one of the more significant technology advancements that's going to take place now and over the next couple of years."
Another Smith Here@1MoreSmithHere

Wow! What a huge vote of confidence from Chairman Carr on what $ASTS is accomplishing. I wanted to add a quote but the entire clip is quote worthy.

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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
TRUMP ON IRAN: IRANIANS SHOT DOWN ONE OF OUR HIGHLY SOPHISTICATED APACHE HELICOPTERS WHILE PATROLLING OVER STRAIT OF HORMUZ
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Leo Edge
Leo Edge@LeoCapital_01·
I posted twice this week that something big is brewing on the defense side of $ASTS based on job postings and LinkedIn activity. That was speculative. This isn't. $ASTS just filed with the FCC for authorization to test RADIOLOCATION capabilities - that's radar on their existing in-orbit satellites. Starting June 12. Customer named directly in the filing: Space Development Agency, U.S. Space Force. What was public - a $30M HALO contract for "tactical satellite communications." What this filing reveals - the satellites can do radar. That connection was never disclosed. 902-928 MHz. Short pulse transmissions. Completely separate band from the commercial 700/800 MHz broadband service. The satellites are multi-band. Cellular broadband for AT&T on one frequency. Radar for the Space Force on another. Same satellite. Classified defense work stays hidden. But you can't transmit from a satellite over US soil without telling the FCC. The regulatory requirement just exposed what the job postings were hinting at - the C2/ISR/PNT qualifications, the radar testing roles, the TS/SCI clearances, the Tysons Corner move. It all connects now. One constellation. Carrier revenue. Defense revenue. Two completely different TAMs on the same hardware. Testing starts June 12. Same day SpaceX begins trading. Dual-use & defense pipeline isn't a speculative thesis anymore. It's an FCC filing. $ASTS 🛰️
Leo Edge tweet mediaLeo Edge tweet media
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Bull
Bull@Bull_Bull357·
@NASAAdmin If you were running dual test sites @NASAAdmin, you'd still be operational right now, something to think about. 🇺🇸
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NASA Administrator Jared Isaacman
Setbacks happen in this business. What matters is how we respond. NASA is deploying experts to help determine root cause, support recovery efforts, and keep critical lunar systems moving forward. We are putting extreme focus on the lander to ensure timelines for the Artemis III orbital test mission remain on schedule. At NASA, we remain laser focused on our mission to return astronauts to the lunar surface before 2028. We test, we learn, we improve and we will never stop until the objective is achieved.
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DWDINVESTING
DWDINVESTING@DWDInvesting·
$ASTS How I read it: Commercial service predicated on 45 sats end of 2026. Now: 3-6 months commercial service delay: So, 45 sats up sometimes between end of March '27 and June '27?
DWDINVESTING tweet media
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Polymarket
Polymarket@Polymarket·
JUST IN: Scientists say AI has decoded communication patterns in mice, dolphins, apes, birds, whales, & cuttlefish — could eventually lead to humans communicating directly with animals.
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M🅰️ttForASTS
M🅰️ttForASTS@DallamMatt·
@DWDInvesting That's the way I read it too! I think Scott said a hand full of launches by EOY. In the fishing industry, a hand full is 5, 5 fingers per hand.
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REDRUM 🅰️
REDRUM 🅰️@redrum_2001·
$ASTS - Sp🅰️ceMob - I need your help! The AST SpaceMobile Podcast is on a mission to bring SpaceMob DD and deep dives to a wider audience around the globe. If you haven't already, please head over to our channel on YouTube, hit that Subscribe button, and like or share the videos. Every single interaction helps push $ASTS content to more screens. Link below! 👇 Thanks! @ASTSpaceMobilePodcast" target="_blank" rel="nofollow noopener">youtube.com/@ASTSpaceMobil
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M🅰️ttForASTS retweetledi
Anp🅰️nman
Anp🅰️nman@spacanpanman·
$ASTS: "The question investors should be asking themselves with respect to AST is what happens when you’re still in the process of building the infrastructure itself? Consider this absurdity: No rational investor would value a partially constructed oil pipeline based on its current lack of revenue. Only an absolute dimwit would dismiss the Alaska Pipeline as worthless because it generated zero cash flow during construction, then suddenly recognize its value only after oil began flowing. The pipeline’s worth was always its future cash-generating capacity, not its current operational metrics. And of course, the risk involved with the construction of the asset itself." - Ryan O'Connor, Crossroads Capital @AboveAvgOdds
GIF
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M🅰️ttForASTS
M🅰️ttForASTS@DallamMatt·
@DWDInvesting @SpacBobby Now I really hope they get them up, that would be pure entertainment!! Would you cut it off first, and BBQ it, or just have cock sashimi?
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DWDINVESTING
DWDINVESTING@DWDInvesting·
@SpacBobby If they have 45 sats in orbit, not counting Blue Walker, EOY, I will eat my cock live on X. This is one of my comments where I hope I am wrong, but I have skin literally in the game, so I hope I am wrong, but 44 sats would work!
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SpacBobby
SpacBobby@SpacBobby·
$ASTS - Folks forget AST management has said several times over the past few earnings calls they have OVERBOOKED launches over the next year in order to get to their 45 satellites by year end. Nothing had changed. A few months delay won’t change what is coming in the next 1-2 years. We are also not only building 1 constellation. The grand plan is 4 over 2-3 years. Think bigger picture! “The gap between being right and being rewarded is where most investors lose their nerve. Our portfolio is not built to outperform in any particular quarter. It’s built to compound over years as the transformations we‘ve identified play out on their own schedule—not the market’s, and certainly not ours.” - Crossroads Capital
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M🅰️ttForASTS
M🅰️ttForASTS@DallamMatt·
The world's largest telecom giants have collectively decided that AST SpaceMobile’s architecture is essential to the future of the global wireless grid. This creates an unshakeable, permanent demand shock. Near-term logistical delays cannot break a multi-decade fundamental win.
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M🅰️ttForASTS
M🅰️ttForASTS@DallamMatt·
The Blue Origin pad delay is a short-term timeline hitch, but look at the macro plumbing for $ASTS. The T-Mobile/AT&T/Verizon JV is now backed by a global MNO coalition (Vodafone, Rakuten, Orange, STC) representing over 2.8B global subscribers. 🧵👇
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