DiscoM 🅰️gma🦑

@spacanpanman @JMRothberg @ButterflyNetInc Do you still have any position in this? Recently heard about it and it seems like really useful/promising tech

@zaidror @JMRothberg @ButterflyNetInc $BFLY I have been and still am. I haven't updated these projections in a while, but this'll give you a sense for valuation. I think $BFLY should trade in the $15-20 level compared to high growth peers.

$BFLY looks attractive on big pullback. Curious as to why no analysts have initiated research coverage? @JMRothberg @ButterflyNetInc

@majovic44 @HeeraniPK Fiiiine another -20%

Good thing about remaining weekend is that only one day is left so only one -10% move in $NBIS $RKLB $ASTS tomorrow before we get 2 whole full complete days to breathe, refuel, charge up and come back again for -10% days next week.

@thekookreport Party hasn’t even started. We’re still pregaming in the parking lot.

@allinspacestock @juanbeme @HeeraniPK I dunno, I recently heard someone with a lot of authority say that things can drop 600%

@juanbeme @HeeraniPK Exactly! We can go to 0 but not lower, but we can go higher than where we were before 😂

$SPY is near all time high. $ASTS -59% $RKLB -56% What happens when $SPY pullback -5-10%? ☠️

@nickgweezy @HeeraniPK This app is loaded to the gills with idiots

@HeeraniPK this was a [poor] proxy for investment in the space industry before $SPCX IPO they have never turned a profit, and this is a BIDEN administration stock. There is NO reason to own this. This sector is about to be AWASH in supply.

But $RKLB did not announce $1b offering

@RonTuld @spacanpanman Anpanman has been banging the drum on ASTS for many years. He’s been right about almost everything. Can’t predict explosions of Blue Origin or share price. I appreciate his continuous geyser of information.

@spacanpanman Shut The Fuck Up… read the room you jack off

$ASTS: Need massive power in orbit? I know a company that generates 100-120kw today. Defense Innovation Unit seeks commercial path to deliver electrical power from orbit DIU solicitation aims to move long-studied technology toward military use by fiscal 2030 spacenews.com/defense-innova…

@CatSE___ApeX___ We’re out touching grass

Just noticed $ASTS Reddit activity is lower on weekends.

@thekookreport Is that $500m-$1b figure a 1x sum, or per annum?

Japan, Europe and US are in a race to be the first to sign up to the FirstNet-type services that $ASTS has been working on for years, with the support of the FCC. Each should be $500-$1bn revenue opportunities.

@kingtutcap Cannibalism?!

$ASTS

@spacanpanman Sound is good!

@DallamMatt @spacanpanman It’s from today: youtube.com/watch?v=-URO9l…

@spacanpanman Far as I can tell this was April 23, 2025

$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."

@mcmulliganhall @1MoreSmithHere Unfortunately, if you listen to the full clip, he mentions Starlink and Amazon LEO right after this

@1MoreSmithHere He didn't say Starlink😜

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.

@spacanpanman @AST_SpaceMobile These go to 11

AST SpaceMobile Announces BlueBirds 11, 12, and 13 Orbital Launch in the First Half of August businesswire.com/news/home/2026…

@MarketMatrixs Better add $VELO to that list

@johhnyWalkerAZ @therogueoracle Yep makes sense that AT&T, Verizon, T-Mobile and a dozen other MNOs would be partnering with them for just 1,000 people.

@therogueoracle What’s the market for that ? 1,000 people maybe lol

It’s always something with this company $ASTS , and 70 million in revenue LOL

@KawzInvests Sure I’ll do it. Plz send private jet to pick me up, thanks.

Looking for a junior analyst. DM me if interested.

@Reformed_Trader Speak English doc, we ain’t scientists!

$ASTS there seems to be confusion about what I'm seeing in these money flow indicators. 1) the accumulation indicators are all at cycle or record highs. None of the prior tops have corresponded with cycle highs in money flow indicators 2) This implies there is no true top but rather we are in a short term drawdown that sets it up for a divergent high. This means a potential future higher high in price with a lower high in the money flow indicators. This can take several weeks to fully materialize 3) prior spikes in money flows have occasionally resulted in quick 20%-30% drawdowns before reversing back up to take out the prior highs. We dropped 20% at the lows today. It's possible we could drop an additional 10% or so from today's low and still be in a bullish cycle. 4) past performance does not guarantee future results as there's always nuance in the market and in the indicators being analyzed *NFA

YOU CAN NOW BUY $KRKNF ON ROBINHOOD. This is the underwater drone monopoly that is the best public proxy for Anduril but always struggled with being accessible to retail traders. I actually can't believe this just happened🦑 Is it time to long $HOOD too? They listened.

@spacanpanman Thank you! Your insight into all of this - and sharing it with us - is invaluable.

I'm working on getting a podcast page up on Spotify to publish several X spaces I did over the last 4-5 months. Names I've covered include $BAER $KRKNF $SRTA $TE and some general topics like warrants. Stay tuned. Unfortunately older episodes get deleted by X and are not recoverable.

@Reformed_Trader wtf

$ASTC up 660% on a space PR this morning. I'd say the sector is ripe. I'm still surprised $ASTI hasn't had a PR since February. They went from having a PR or multiple PRs every month to radio silence for 3 consecutive months. An obvious change in pace. Something seems up *NFA