Joshua Green

@kingtutcap Not bad for a chiropractor

$VELO: Short interest smashes through all time high (~41%) just 24 hours before this fraudulent company is about to unveil one of the largest additive manufacturing facilities in the US 🇺🇸

@DrAaronThomason @marijiggwan Any new TLE?

@marijiggwan Nothing. Don't look. We're doing fine. Anpanman is keeping things together. Still waiting for PR from company on unfolding.

ASTS whadimiss? I haven’t looked at my stock account in a week. Enjoyed vacation and birthday. Touched grass a lot, blue waters and sunshine filled my vision. Not my yacht but I like the name: No Bad Ideas.

@spacanpanman If only ASTS could make an announcement after a good CPI print...

$ASTS: Jim Cramer says Starlink could become a major threat to traditional telecom companies like AT&T and Verizon This guy supposedly “knows” about AST SpaceMobile because of lightning round callers 😂

@KUEHCK1 I understand. Just saying any relative strength vs RKLB disappeared

@DeauxWork It's the broad market not just ASTS.

For my reference : $ASTS rebounded 45% or $28.09/91.81, gave back $18.49/73.32 $RKLB rebounded 35% or $27.60/107.60, gave back $26.56/81.04 $PL rebounded 35% or $8.95/34.25, gave back $8.20/26.05 $RDW rebounded 27% or $2.71/12.82, gave back $2.64/10.18

@spacanpanman At what point does the market realize the actual hedge to SPCX is buying asts not selling it?

$ASTS: AST has traded less than 9M shares and it's 2:49PM ET. The recent move down has been on very low volume. 🤷‍♂️

@deepvaluedude Genuinely curious given your posts of late. You don't see ASTS being dragged if RKLB goes down too? Rklb did separate from asts earlier this year so I guess it's possible they reverse this time but I'm not sure.

$RKLB LOWER

@Reformed_Trader Are triple bottoms a thing? Maybe it's what we need... 😕

$ASTS linear chart also shows how big this level and the level down to $60 is. At any rate we're in a great spot to search for a bounce in the very near term *NFA

@tuff_4r We've always got tomorrow's weakness too. Nothing as predictable right now as an ASTS red opening sadly.

$ASTS - This mornings weakness was likely opportunity as price pulled back to the .786 retracement from double bottom low to high.

@Reformed_Trader They are not analysts. They are "influencers"

$ASTS this is less about incompetence and more about intentional misdirection. UBS covers ASTS and obviously knows about both ASTS and Satellite Connect Europe. My best guess is these institutions are/will be building large positions while the space basket goes through a deep unwind. And then when they are ready they will start talking about how ASTS is the only viable competitor to Starlink in the D2D market. You cannot even do a basic google search or AI chatbot analysis of European D2D satellite market and not accidentally stumble on ASTS and Satellite Connect Europe.

@spacanpanman This has to be intentional. You cannot do a deep dive on satellite comms and not be tripping over ASTS references

$ASTS $VOD: 😂 UBS does a 47-page "deep dive" on the impact of satellite on the European Telecoms sector. The report discusses Starlink at length but makes zero mention of AST SpaceMobile or Satellite Connect Europe. An often overused claim, but truly AST SpaceMobile investors are early.

@deepvaluedude @spacanpanman I don't think they can be bullish on ASTS when their only understanding in the differences in ASTS vs Starlink are the business model of partnerships vs direct 2 consumer. It's an absolute rarity to see any article of substance that touches on the core engineering differences.

@spacanpanman However, they can be bearish on MNOs, but should be bullish AST.

$ASTS: Bernstein cuts the price targets of AT&T, Verizon, T-Mobile, Comcast, and Charter on Starlink competition concerns. Funny thing is they have no idea AST SpaceMobile is the strategic counter for all of these players. Bernstein is not alone, most of the street has no clue what AST SpaceMobile is or what it's doing. AT&T, Verizon Targets Cut at Bernstein on SpaceX Competition By Ryan Vlastelica (Bloomberg) -- Bernstein is trimming its price targets on a number of telecom companies, citing increasing competitive risk from SpaceX’s Starlink service. “While near-term fundamentals remain intact, the prospect of a well-funded and rapidly scaling new entrant is increasingly weighing on investor sentiment,” writes analyst Laurent Yoon. While Starlink shouldn’t have a substantial near-term impact, it “represents another competitor in an already mature and highly penetrated broadband market, implying subscriber gains for one provider increasingly come at the expense of another, making market share shifts more consequential” “Uncertainty surrounding Starlink is unlikely to be resolved anytime soon” Among the price target cuts: AT&T PT to $25 from $30, outperform rating Verizon PT to $44 from $49, market-perform rating T-Mobile PT to $220 from $245, market-perform rating Comcast PT to $28 from $32, market-perform rating Charter PT to $170 from $210, market-perform rating

@spacanpanman It starts with bb12 and bb13. Speaking of, where are they?

$ASTS: It starts this week

@TheDMMSyndicate @deepvaluedude I think that would be worrisome since algos like to keep ASTS and RKLB mostly in lockstep

@deepvaluedude Looks like it

$RKLB headed to the $60 range this week folks.

@DefinitionsNew @CatSE___ApeX___ Yes. Which is exactly why viewing ASTS as a solution merely so that you can watch tik tok in the Sahara is missing the forest for the trees. The uses will be more than we can imagine not less.

@CatSE___ApeX___ touches on something much bigger than DARPA here. This is about a paradigm shift in life on Earth: things that cannot exist today becoming possible because $ASTS brings three essential ingredients—ubiquitous, reliable and affordable connectivity. You may roll your eyes, but it is the truth. It is the future. As technology becomes more autonomous, the practical boundaries of civilization expand alongside it. Governments, businesses, machines and people will be able to operate safely and economically in places where permanent presence was previously impossible—or simply too expensive. Remote infrastructure. Autonomous industry. Global sensing. Disaster response. Agriculture, transportation, energy and communications extending into every corner of the planet. Connectivity is the enabling layer beneath all of it. Autonomy allows systems to function without constant human control. Ubiquitous connectivity allows them to remain coordinated, supervised, updated and integrated with the rest of civilization. Neither is transformative enough on its own. Together, they expand where civilization can exist. And all in a form factor that fits in the palm of your hand. Works with today's devices. Seamlessly. That's $ASTS.

@CatSE___ApeX___ Do bluebirds have OISL? Just curious what happens when no ground based gateway is visible to a satellite. Saw the question posed elsewhere

Cool. C-band. The only company to have a valid technology for C-band d2c is $ASTS Market is still oblivious, ofc. But this is still so. More importantly area spectral efficiency is ~16x the lowband layer currently launching and AST can fuse all three layers in MIMO.

@dirtydizzle514 It's for direct to consumer though it says. Asts won't have that either.

👀 Is $SPCX publicly conceding the U.S. D2C Market to the newly formed JV between $VZ $T $TMUS & $ASTS 🧐 They're guiding ONLY ~1% by 2030; ~7.6% in 2035 & ~16.6% market share in 2040!!!

@kevin__mak So you'd have to be calling complete and utter BS on spaceX TAM claims then right? Otherwise this post makes no sense IMO. Or you agree with SpaceX estimates and your sharing ASTS gets ~1% of the market?

$ASTS Update First of all, no current position in the stock. My general thoughts are pretty consistent with what I've said previously. I think the price has gotten in-line with/ahead of its fundamental business value (not fundamental financials, because those are largely irrelevant). What do I think it's worth as a business? Scenario A — Company is not very successful, gets $500M–$1B/year in revenues either due to market competition/constraints/etc. Company worth $3–10B. Scenario B — Company attains most of its technical goals, gets $2–5B/year in revenues. Company worth $20–30B. Scenario C — Company does very well, $10B/year in revenues. Company worth $30–80B. Scenario D — Company exceeds expectations, $50B/year in revenues. Company worth $250–500B. I like the prospects of (B) or (C) happening, and I've thought that ever since the stock was $6. I read the real-time stream of spacemob tweets, and I can see the path to D slowly forming, but I have no confidence in MY ability to forecast whether the company has a 2% or 25% chance of making that happen. Considering the current fully diluted market cap is around $35B (use an average rolling price, since any given week it moves around 25%), and given that $10B+ of revenues is, in my opinion, at least 3 years away, I don't really know why I'd hold a significant position in the stock. A lot of unknowns still need to work out for B/C to happen, let alone D. Yes, you can play the game of "the multiple will obviously be higher," but that's not a game I play. Also consider that my personal strategy is to look for stuff that is contrarian in nature: overlooked, under-appreciated. Those aren't the characteristics of ASTS anymore. Plus, a common comment is that staying on top of ASTS's fundamental developments was a full-time job on its own. I agree with that sentiment, and I think my time is better spent following stuff that has less "action" than ASTS. Obviously this is not financial advice, and to be clear, this doesn't mean I don't like the company or stock. I barely have a position in Sphere anymore and that's been my darling for years. Sometimes you just gotta let the little ones grow up and fly the coop! I'll revisit if the stock price or fundamental developments change materially. Disclosure: No Position in ASTS Disclosure: Creek Drive and its affiliated funds may hold positions in securities discussed. Views expressed are current opinions for informational educational only, subject to change and are not investment advice or a recommendation to buy or sell any security. Investing involves the risk of loss and past performance is not indicative of future performance. See the disclosures link above for more important information.

@Reformed_Trader This everything is priced in nonsense comes up everytime the stock isn't moving. At this price they're basically assigning ASTS less than 1% of the market potential that SpaceX is claiming exists. But I guess SpaceX is forward looking and Asts is only judged by 15M rev last 1/4

$ASTS imagine looking at this chart with all these milestones and thinking all this is "priced in" at a $28.5B valuation by going nowhere for 9 months. Not to mention the rumblings of TMobile and Grain partnering to some capacity with ASTS in coming months, pushing them into a near monopoly in the most valuable mobile market in the world. Meanwhile, Starlink added ~$500B to $SPCX market cap (17.5 ASTSs) from December 2025 when it was still private to today, now implicitly making up $1T of SPCX's $2T valuation (and that's probably being conservative). Keep in mind that analysts and executives have cited the mobile market as a large bulk of the growth outlook for Starlink, even expecting the mobile market to exceed their fixed broadband market by subscriber.

@Reformed_Trader It's Lastnet at this point. Kinda a joke now.

$ASTS we should see the option chain start heating up in the comings sessions as speculators start positioning for the first batch to unfold, the next two sats being delivered, August launch, JLEO PRs from Rakuten and ASTS, pre IPO holders of $SPCX starting to get shares unlocked in August causing passive short covering in ASTS, TMobile and Grain Management forming some agreement with ASTS, and Golden Dome award. Not even worth speculating on Firstnet anymore 😂 but they have to be close to announcing something, right?? There's quite a lot to speculate on over the next month or few. *NFA