Dr. 🅰️aron Thomason

New song. It was written specifically with Texas Women's Basketball team in mind @TexasWBB. These women deserve a warm-up song like this, because they are definitely going to whip you when they hit the floor. Also, play more @sarahkgraves. Tell 'em suno.com/song/cabd9a29-…

$ASTS TO $5,000? HERE’S THE ACTUAL PATH Most people anchor @AST_SpaceMobile to “satellite telecom.” That’s far too small. The bull case only makes sense if you treat AST as multi-layer global infrastructure, not a single-product company. Start with the base: direct-to-cell. This is not a retail carrier. It’s a wholesale overlay to existing mobile network operators. If AST captures even a slice of global mobile spend, you’re already looking at $10B to $20B+ revenue potential over time with high margins because the network is shared across partners. Now stack the second layer: government and defense. Programs tied to missile tracking, resilient communications, and space-based sensing are not priced like consumer telecom. They are long-duration, high-margin, and strategically funded. This alone can add another $10B+ class revenue stream if AST becomes embedded in U.S. and allied architectures. Third layer is PNT, positioning, navigation, and timing. GPS is critical but vulnerable. A space-based cellular network that can augment or backstop timing and positioning becomes infrastructure for aviation, finance, military, and autonomous systems. That is a quiet but massive TAM that is barely modeled today. Fourth is IoT and enterprise connectivity. Not the legacy narrowband framing, but global machine connectivity for aviation, maritime, logistics, and remote industry. This rides on the same constellation, so incremental revenue comes with high operating leverage. Finally, the underappreciated piece: space-based data and sensing. Large, high-power satellites with big apertures can support radar, Earth observation, and potentially edge compute. At that point, AST stops looking like telecom and starts resembling a space-based data platform. Put it together and you can construct a scenario where AST reaches $40B to $70B+ in annual revenue across these layers. With high margins and scale, that can translate into $20B to $40B in operating income. Apply a premium multiple, which the market already does for category-defining platforms, and you are in $600B to $1T+ valuation territory. With the current share structure, that is where a $5,000 stock price becomes mathematically possible. This is not a base case. It requires execution, capital, regulatory wins, and clear technical superiority. But if AST becomes the backbone for global connectivity, defense comms, and next-gen PNT, the valuation framework shifts from telecom to foundational infrastructure, and the ceiling moves accordingly.

@memcculloch @SJuan1797 @astroteuthis @RupertLowe10 @quantumlynch @timventura @creon @jollyheretic @j_fishback @Tchekodiak @alexandertolano inspirehep.net/literature/179… Haug has found mass is a function of time and electron collisions. I have to wonder then if asymmetric shielding in QI lowers the Compton wavelength of a mass, thus lowering its inertia. If you haven't read his paper please do. It may very well tie to QI.

@memcculloch @SJuan1797 @astroteuthis @RupertLowe10 @quantumlynch @timventura @creon @jollyheretic @j_fishback @Tchekodiak @alexandertolano If you've not read Haug's paper on Collision-time, you should. He describes how mass is a function of the Compton wavelength X electron collisions which create a Planck mass for 1 Planck second. Add those collisions up for 1 second, and you get exactly what we call mass.

#Fridayfollow for @SJuan1797 @astroteuthis @RupertLowe10 @quantumlynch @timventura @creon @jollyheretic @DrAaronThomason @j_fishback @Tchekodiak @alexandertolano & many others. Let's get to the next technological level.

@KobeissiLetter Good riddance. Worst airline by far.

BREAKING: Spirit Airlines is now expected to cease operations at 3 AM ET on Saturday, per WSJ. In ~11 hours from now, Spirit Airlines may indefinitely shut down amid bankruptcy.

@AVGDUDESD @RaMansell Sure. I mentioned they may try to put up a cube sat to test. I was just saying here you have satellites that have planned orbit raising that will be going up soon. These would not draw any attention.

@DrAaronThomason @RaMansell Wouldn’t they just hide it in a small sat?

$ASTS I called this. Back in January I wrote that if the Quantum Drive showed any indication of working, we wouldn't hear a peep from IVO. Well, it's almost May. Not a single post from that CEO. There are indications this drive does work. During testing the IVO sat fell 600m ...

$ASTS Let's go...AGAIN!!

@disgusting_pleb Agree with all your price targets.

Huge news for $ASTS. $140 million DoW award is guaranteed. No other company has a radar in space that has the capabilities for “low-band with wide area search”. Bottom is in. $160 by summer. $500 by next year. $3000 by 2030. People really are just not bullish enough. . . . . $RKLB $GOOG $AAPL $MSFT $RDW $LUNR $PL $NVDA

@CatSE___ApeX___ @peterlindmark @Schnyggsomfan @redrum_2001 You are held in high regard by everyone. When you make a launch, please let me know. I'll be there.

@DrAaronThomason @peterlindmark @Schnyggsomfan @redrum_2001 🙏

$ASTS is big in Sweden, thanks to Sp🅰️ceMob people like @Schnyggsomfan, @CatSE___ApeX___ and @redrum_2001 Now, Nordnet, the leading pan-Nordic digital broker and bank for savings and investments, headquartered in Stockholm, Sweden is looking for a nerd full of knowledge in a space stock for its podcast.

@corey407woc He's like that fish that can survive out of water, and it takes just a bit of water to rehydrate it.

TheKOOKReport coming back to life with a new vigor after today’s $ASTS ✅ rally 🅰️💎🙌🚀🚀🚀🚀🚀

@Defiantclient2 I am waiting. Space is just starting to heat up folks. It's about to get wild.

$ASTS: If your argument as a bear goes something like, "ASTS is not launching satellites fast enough, and that is bad because without those satellites, which are the most advanced in the world, they won't have access to this very new and very fresh market." You haven't convinced me to sell. You've convinced me to wait. -Patcakes reddit.com/r/ASTSpaceMobi…

@ASTS_SpaceMob And soon.

$ASTS someday

What makes me suspect all this? The CEO wanted to tell the world the results. He was posting regularly last year. He was excited. He was in communication with Mike. Then he mentions the U.S. has stepped in citing national security. Then silence for 5 months.

$ASTS There is Manhattan Project level silence around the Quantum Drive. Space is never going to be the same if this drive works. I highly suspect the U.S. is conducting additional testing in secret, either on a secret cube sat or adding these drives to sats already going up.

@topsecretstocks @IvanHri91235556 I will take $1,000 for my shares. I think this is the future though, but somebody is eventually going to make an offer. I suspect Bezos made one, and it wasn't high enough.

@DrAaronThomason @IvanHri91235556 1000 is fair

Is $AMZN buying out $ASTS? There are certain rumors going around 👀 👇 Everything you need to know 👇 $ASTS has three share classes: - Class A: 1 vote per share (what public investors trade) - Class B: 1 vote per share (held by strategic partners like Vodafone, AT&T, Rakuten, ...) - Class C: 10 votes per share, held exclusively by CEO @AbelAvellan Avellan's Class C shares carry 10 votes per share but no economic rights. Through them, he holds a 71.7% voting interest in AST SpaceMobile, even though his economic stake on an as-converted Class A basis is only ~20.8%. This means Avellan can exercise control over all matters requiring stockholder approval, including elections of directors, amendments to organizational documents, and any merger, consolidation, or sale of all or substantially all assets i.e., exactly what an acquisition would require. The SEC filings explicitly state this structure is designed to delay, prevent, or deter a change of control. The Class C Shares 👇 There's an elegant mechanic at work: the Class C Share Voting Amount is calculated to always equal 88.31% minus the total voting power already held by Avellan through other share classes, divided by the number of Class C shares outstanding. In other words, no matter how many new Class A shares get issued (diluting economic ownership), Avellan's voting power is structurally locked near 88%. What About Amazon Specifically? Deutsche Bank analysts flagged Google and Meta as more plausible acquirers, noting that Amazon is taking a "partnership approach" rather than pursuing an acquisition. Google already holds a ~3% economic stake. Amazon's Kuiper ambitions make $ASTS interesting strategically, but they're building their own constellation, making a partnership or commercial deal far more likely than a buyout. Bottom Line 👇 A takeover is structurally impossible, Avellan would have to voluntarily agree to sell. A deal could happen theoretically, but given how early $ASTS is in its commercial ramp and Avellan's evident conviction in the mission, it would take an absolutely extraordinary premium ❗ to move him. The more realistic scenario for Amazon remains a Kuiper-side commercial partnership or MVNO-type arrangement, not ownership.

@IvanHri91235556 @topsecretstocks Abel might consider $1,000 a share. He's looking out for shareholders, but I'm not sure there are buyers at that price at this stage. In a couple of years though, the buyout price will only go higher. Anyone who wants this will have to pony up a premium to move Abel.

@topsecretstocks Good breakdown. Abel is diffently not selling at this moment. I think $ASTS is one life oportunity for hime and his team to make a giant leap for human connectivity. You never know - but SP should be above $1000 for bouying AST.