Kevin Chen

$ASTS: The @AST_SpaceMobile subreddit FAQ is now freshly updated with new information. + Key DD links and resources + Valuation calculators + Launch providers + What's stopping Elon from refusing to launch AST's BlueBird satellites? + How many satellites are needed for coverage? + AST keeps missing their guidance for satellite launches. What is going on here? How do we trust them moving forward? + What are AST's plans with Block 1, Block 2 and Block 3 satellites and how does that relate to spectrum usage? + Do AST satellites support 4G, LTE, 5G, 6G, 7G, etc.? + When will ASTS get regulatory clearance from the FCC for US market access? + What is each BlueBird satellite made of? + What is the difference between BB6/BB7 and BB8+? + What is the status of the next BlueBird satellites? + When is the next earnings call? + What are the chances of satellite failure? + WTF!! The Chief Technology Officer Huiwen Yao sold all his shares?! (Hint: he didn't) + Is there a Discord for live chatting about ASTS? + How do I buy AST merch? + Wen moon? + Wen lunch? + Wen BB shipment? reddit.com/r/ASTSpaceMobi…

$ASTS Smooth delivery and safe return of BlueBirds 8-10 opens the door for 11-13, 14-16, 17-19, 20-22 and so on. No complications occurred. Also a friendly reminder that after AST contracted SpaceX Falcon9 and BO New Glenn for a total of 45 sats they added 15 (5 launches) of extra Falcon 9s on top of that. That was 474 days ago. Then, more recently they added also ULA. But since 474 days ago when AST pulled forward and increased their Falcon9 contract they have been heavily dependent on Falcon 9 batch launches working. A fully functioning booster returning and three satellites flying stable in orbit at proper altitude etc is the proof that was a wise move. Despite company claims to the contrary I believe AST can launch most of whatever they’re able to produce for the rest of the year on Falcon 9s. New Glenn isn’t really needed at scale until 2027, imo.

@DWDInvesting I believe we ship this week for a launch in July.

@Defiantclient2 So what's the conclusion for our sat launches?

$ASTS: This new 6 month period is from July 10, 2026 to January 10, 2027. This DOES NOT mean that the next batch BB11-13 is slated to arrive on ~July 10. We have an EXISTING grant of Special Temporary Authority for pre-launch testing that is effective February 1, 2026 and expiring August 2, 2026 at 3:00 AM EST: apps.fcc.gov/els/GetAtt.htm… This existing STA is how SpaceX did their PPF testing for BB8-10. Note that the existing approval was a 6 month extension to the previous SpaceX STA that expired on January 31, 2026. This brand new filing from July 10, 2026 to January 10, 2027 is strangely 'premature' as the requested effective date overlaps with the existing approval. Not sure why that is.

@TheValueTrade Starts with BB11-13 update this week

$ASTS is going to have an $AMD style rally

$ASTS: Shoutout to @Tom_Dobson_CA for building an iPhone app for BlueBird watching, and guess what? It’s free!

DIPLOMAT AT SWITZERLAND TALKS SAYS IRANIAN DELEGATION HAS NOT LEFT AND US-IRAN TALKS ARE STILL ONGOING, CONTRADICTING EARLIER REPORTS THAT IRAN WALKED OUT IN PROTEST OVER TRUMP'S THREATS. - SOURCES

@SpacBobby Actually a bit surprising how few followers AST has! We are still early.

$ASTS - AST SpaceMobile is still under the radar. 👀 Just look at the following on X: AST: 66K Starlink: 1.6M Beta service rollout end of this year, commercial service in first half of 2027. PAYtience! 😎

@nicoffx The overlap period is covered by the current approval. Both STAs don’t specify any specific number of launches.

@Defiantclient2 Additional launches in the overlapping period?

@JonBakerPharmD @michaelshermer @1stmousecheese @NewsNation Very well written. I’m bookmarking this. Thanks!

I'm getting big push-back for doubting David Grusch's dramatic claims that aliens are here. Watch this short clip of the @NewsNation interview with him in which he claims the Vatican has proof of a 1930s UFO. NN sends its reporter, who says Vatican archives show no evidence whatsoever of UFOs. NN asks Grusch about Roswell. He says he's not allowed to explain what really happened. And so on. Just stories. Why do so many people believe him with 0 evidence on offer? Do you think it is possible he's genuinely mistaken about what he believes? newsnationnow.com/religion/ufo-c…

*VANCE: US WILLING TO TRANSFORM IRAN TIES IF IRAN GIVES UP NUKES *VANCE ON IRAN MEETING: EXPECT ADDITIONAL PROGRESS IN HOURS *VANCE: MADE GREAT PROGRESS OVER LAST FEW HOURS *VANCE: TRUMP ASKED US TO TURN OVER A NEW LEAF *VANCE: QUESTION IS HOW MUCH MORE WE CAN ACHIEVE IN MIDEAST *VANCE ON ISRAEL: I FEEL GREAT WHERE WE'RE OVER LEBANON ISSUE

@ironmantimholme @Stvcarell This statistic will leg up with series production vehicles incorporating @QuantumScapeCo batteries

“The electric car market reached new highs in 2025, growing by 20% from 2024… The sales share of electric cars in the overall car market increased to 25%. This marked the fifth consecutive year in which annual electric car sales increased by about 3.5 million... As a result, about 5% of the global car stock is now electrified, displacing 1.2 million barrels of oil per day in 2025.” iea.org/reports/global…

$ASTS: 🍆 AST SpaceMobile Block-2 BlueBirds feature a 15m x 15m phased array (1/2 size basketball court) that enables the satellite to deliver 200Mbps to an unmodified mobile phone Starlink's 650x DtC V1 sats feature a 2.3m x 2.7m phased array enabling narrowband texting & data with a peak speed of 7Mpbs to newer phones with an updated modem ✅ Starlink's total phased array area deployed for its 650x DtC satellites is ~4,037 square meters ✅ AST's total phased array area deployed for its 5x Block-1 and 4x Block-2 satellites is ~1,220 square meters 💡 AST only has to deploy 13x more Block-2 satellites to surpass Starlink DtC V1 constellation's entire phased array area ➡️ AST SpaceMobile's planned 248x satellite constellation will feature ~55,000 square meters of phased array area for full broadband communications, radar, sensing, PNT (positioning/navigation/timing), and other applications

$ASTS If you've been following my posts, new TLE shows all 3 satellites are stabilizing very close to this key 0.15 m^2 effective drag area. For reference BB6 got to this level in 8 days, and then had a flat week with some anomalous B* data. Not sure what that was about.

@CatSE___ApeX___ Last time SpaceX filed on November 18, 2025, for the new approval to be for February 1, 2026 onwards. So they can choose the effective date. Not sure why this time they chose a start date that overlaps with the current approval. It probably doesn't matter.

@Defiantclient2 The grants starts running on approval date. So some time in July. July 10th date is not a hard deadline it’s common they file these at least a month before they’re needed. Bluebird 11-13 will do pre launch RF tests on existing grant Now they apply for multiple F9s beyond that

@FirstSquawk NOOOOO

WALL STREET MOVES TOWARD 24-HOUR TRADING AS BANKS AND EXCHANGES BUILD ALWAYS-ON MARKETS Major U.S. banks, trading firms, and stock exchanges are working toward a new financial market structure that could allow trading of stocks and other assets 24 hours a day, mirroring the around-the-clock nature of cryptocurrencies and global electronic markets.

@bozai03 @DrAaronThomason If these are going to be orbit-raised then I would think so, otherwise it would significantly increase drag on the way up, I think.

@DrAaronThomason Do they have to raise altitude to 690km before unfolding?

$ASTS Off to bed. More TLE came out, so I quickly updated the charts. Getting closer to 0.15 m^2. That's the key level before unfolding will occur.

$ASTS: My previous post on the existing STA filing x.com/Defiantclient2…

@thekookreport Thanks for keeping up with the weekly recaps! 🐐

🅰️🅰️ Tomorrow night. I just need to check World Cup schedule. Been a busy weekend with surfing, soccer, schlepping kids, and sleeping.

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨 Back at the Cape with a win. That, and more, on this week's Weekly…