Float Check

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Float Check

Float Check

@FloatCheck

25 - sharing ideas - SEC graduate $ASTS $NBIS $RKLB $TE $BAER

Katılım Haziran 2026
123 Takip Edilen60 Takipçiler
The Chairman's Ledger
The Chairman's Ledger@ChairmansLedger·
I was the happy recipient of volatility today. Added meaningfully to $ONDS, $ASTS and $KRKNF. I want to thank fear, boredom and short attention spans for their continued support. Know what you own. Then own it. Or don’t. And once again, fuck you either way.
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Jay
Jay@miraclemaster07·
@FloatCheck @mathlonning Dude I have been holding it since you were born and don’t know why I am not able to sell it as I still feel it will rerate soon.
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Float Check
Float Check@FloatCheck·
@itschrisray wait till he finds out how many "trash" space companies are customers to $SPCX moron.
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Chris Ray
Chris Ray@itschrisray·
1M followers, strongly advocating for retail to buy $SPCX on the day it peaked at $225 right before it declined 25% and shows no signs of stopping… yikes 😬 For comparison, $RKLB is down about 7.5% in that time. It’s trash though. 🤷‍♂️😂
Dan Held@danheld

@itschrisray Of course. Much more so than any of the trash on that list.

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Float Check
Float Check@FloatCheck·
@danheld @itschrisray moron. dude is extremely bullish $SPCX but trashes the entire industry - many of which rely on each other. makes sense.
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Dan Held
Dan Held@danheld·
@itschrisray No it’s completely logical. Most of those space stocks are piles of hot garbage.
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Chris Ray
Chris Ray@itschrisray·
Very strange to see space stocks selling off as $SPCX climbs. The FOMO chasing into $SPCX is going to create some generational bagholders, imo.
Chris Ray tweet media
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Benny The Bull
Benny The Bull@bennybigbull·
$AAOI testing bottom of the wedge. Should bounce here so if you like it, probably a good time to add...
Benny The Bull tweet media
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Mike Alfred
Mike Alfred@mikealfred·
I’m in Miami right now and there is a roving army of Scottish football supporters going bar to bar cleaning out all the kegs. I just saw them completely empty all the beer from 7 bars near the beach. The group appears to be growing in numbers. Not sure who to call to help. Insane
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
BofA SEES THREE FED HIKES, FLIPS OUTLOOK Bank of America now expects three Federal Reserve rate hikes this year, reversing its prior no-change forecast on strong data and a hawkish Fed under Chair Warsh. Kalshi markets price a 25% chance of a July hike, 76% hold, and 2% cut, signaling continued uncertainty over the Fed path. kalshi.com/markets/kxfedd…
*Walter Bloomberg tweet media
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Jay
Jay@miraclemaster07·
@mathlonning Such a bad stock man. Don’t know why we are in it.
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Float Check
Float Check@FloatCheck·
@itschrisray props for holding this long. not many can do that. i trimmed my position at a little over 2700% gains and rotated into $ASTS & $NBIS
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Chris Ray
Chris Ray@itschrisray·
Snapshot of the portfolio heading into this week. Back down to just 5 positions again. $RKLB $ONDS $OUST $LMND $CRWV
Chris Ray tweet mediaChris Ray tweet media
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Reformed Tr🅰️der
Reformed Tr🅰️der@Reformed_Trader·
$ASTS another way to look at this. We are trading the same prices as October 6, 2025. Think about all the progress the company has made over 8 and a half months since then. Verizon DA, STC with contracted revenue, FM1 launch, increased MNO partnerships pushing them over 3B potential subscribers, raised $1.9B, FCC SCS approval, first batch of 3 sats, explosive workforce, etc. Then consider all the upcoming milestones that can be reached by the end of this year into early next year. x.com/spacanpanman/s… Also, consider we have consolidated for roughly the same amount of time after the rerating period in the summer of 2024. After it officially broke out of that range it never traded under $20 again. I believe the same setup is presenting itself again, where the final low it makes on this drawdown will be prices it never trades again after it breaks out of this long consolidation range it's been in. We could head lower first but once the momentum turns that probably will be the last time those prices are seen for the stock. On the next rally, I think many will sell way too early thinking the cycle continues allowing them another chance to buy back in the $70s. The hardest part is not holding on this drawdown. The hardest part will be holding on the coming rerating. *NFA
Reformed Tr🅰️der tweet media
Anp🅰️nman@spacanpanman

$ASTS: AST SPACEMOBILE CATALYST SEASON A review of what has been and what is to come Upcoming Catalysts: ☑️$1B J-LEO Japan Project Decision ☑️BB11 - BB13 Delivery to Florida and Launch on Falcon 9 ☑️BB8 - BB10 Deployment and Confirmation of Operations ☑️Achievement of ~200Mbps Performance for Block-2 Sats ☑️BB14 - BB16 Delivery to Florida and Launch on Falcon 9 ☑️BB17 - BB19 Delivery to Florida and Launch on Falcon 9 ☑️BB20 - BB22 Delivery to Florida and Launch on ULA Vulcan Centaur or Falcon 9 ☑️FCC STA to Test 900MHz Military Applications with US Space Development Agency ☑️T-Mobile Definitive Commercial Agreement ☑️Block-2 BlueBird batch launches every month ☑️Executing MLAs w/ United Launch Alliance, Ariane, Mitsubishi, Relativity and others ☑️Golden Dome (SHIELD Awarded, NOBLE Up Next) ☑️Execution of other DoW, SDA, DIU, and other Military Awards ☑️FirstNet Investment and Definitive Commercial Agreement ☑️FCC Approval of Ligado Modification Application ☑️Execution of more Definitive Commercial Agmts w/ Prepaid Revenue and/or Investment w/ More ~60 global MNOs ☑️Beta Testing w/ AT&T and FirstNet in 2H 2026 ☑️Updates on Google Services Agmt Partnership ☑️Initiation of Research Coverage by JP Morgan, Morgan Stanley, Goldman Sachs, others ☑️Expansion of 13x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit, Missile Defense Agency and more ☑️FCC 5G Fund grant ☑️Progress on 12 to 37x Block-2 BlueBirds in currently in Production ☑️Proposal for PNT Service Accepted by FCC as Alternative to GPS ☑️Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in early 2027 ☑️Securing +$500M of EXIM and IFC non-dilutive Funding ☑️Pursuit of L- and S-Band Spectrum Licenses Globally ☑️Pursuit of Additional Lowband Spectrum in US ☑️EU Allocation of 2GHz MSS Spectrum to SatCo JV ☑️Strategic Partnerships and Investments to Focus on AI Data Center Opportunity ☑️Catalysts the SpaceMob have yet to Contemplate Recently Completed Milestones: ✅BB8 - BB10 Launch on Falcon 9 🚨Brazilian Regulator Anatel Approved AST SpaceMoble for Commercial Service and Allocated 10MHz x 10MHz of S-Band Spectrum ✅Reached +3,900 Patent & Patent pending Claims ✅AT&T, Verizon and T-Mobile Joint Venture Formation ✅Achieved 99Mbps performance with Block-1 BlueBird 🚨 FCC Approval for Full US SCS Commercial Service ✅$45M Verizon Commercial Prepayment Unlocked ✅BB7 💐 Launch on Blue Origin New Glenn-3 ✅Demonstrated +150mbps Peak Speed w/ Block-2 BlueBird ✅7x New Design Composite Rings Delivered to Midland ✅Acquisition of New Manufacturing Space in Midland, TX focused exclusively on Micron production ✅Telus Definitive Commercial Agreement w Strategic Investment and $200M Committed Revenue (speculated) ✅Partnership with Orange ✅Partnership with Taiwan Mobile ✅Partnership with AXIAN Telecom ✅Satellite Connect Europe Partnership (“SCE”) with Telefonica ✅SCE Partnership with Orange ✅SCE Partnership with CK Hutchinson ✅SCE Partnership with Sunrise Switzerland ✅SCE Partnership with Vodafone Romania ✅SCE Partnership with VodafoneThree UK ✅SCE Partnership with Vodafone Ireland ✅AST Awarded $30M Prime Contract by US SDA for Halo Europa Program ✅Development of AI Engine to Dynamically Manage Satellite Capacity and Spectrum Efficiency = Seeking 3-10x Capacity Improvement ✅Disclosed over $1.2 billion in Aggregate Contracted Revenue Commitments from Commercial Partners ✅Raised $1.08B 2.25% Convertible Note resulting in $4B of Pro Forma Cash ✅BB6 Unfolding Phased Array ✅AST Awarded Prime Contract Position on US Missile Defense Agency SHIELD Program ✅Filed w/ FCC to modify Existing License to use S-Band spectrum outside of the US ✅$175M Saudi Telecom prepayment to be made by 2025YE ✅BB6 Launched from India on ISRO LVM3 ✅Micron Production to Support 6x a Month by End of Q3 2025 ✅Expanded Manufacturing Floor Space to 500,000 Square Feet ✅2,000 Global Workforce ✅Established Germany as SatCo JV operations center, filed constellation with ITU ✅Closed $420M bridge financing to support Ligado spectrum transaction ✅Saudi Telecom 10-Year Definitive Commercial Agreement w/ $175M prepayment and over $1.8B value ✅Confirmed L- and S- band Spectrum to be Incorporated into Next 3GPP release ✅Verizon Definitive Commercial Agreement ✅Raised $1.15B 2.0% Convertible Note resulting in $3.2B of Pro Forma Cash and Liquidity ✅Successful Video and Voice Testing with Bell Canada ✅US Bankruptcy Court confirms AST and Ligado L-band spectrum transaction transaction, deal now only subject to FCC appoval ✅Acquired Global S-Band Spectrum Priority Rights held Under International Telecommunication Union ✅Successfully Completed the First-ever Native Voice Call (VoLTE) and Rext (SMS) with a Standard Cell Phone using AT&T Spectrum and Core Network ✅Hired JR Wilson as Chief of Networks and Spectrum, formerly AT&T VP of Tower Strategy, Roaming & In-Building Solutions ✅Raised $575M 2.375% Convertible Note w/ Capped Call struck at $120, resulting in $1.5B of Pro Forma Cash on Balance Sheet ✅Repurchased $360M of $460M 4.25% Convertible Note ✅Entered into $550M of Non-Recourse Senior Secured Term Loan to fund Ligado Transaction ✅Secured $100M Equipment Loan Facility ✅Moved to Russell 1000 from Russell 2000 Index ✅Demonstrated World's First Tactical NTN Connectivity over Standard Mobile Devices with Defense Prime Fairwinds Technologies ✅Announced Latest MNO Partnership with Vodafone Idea of India ✅Hired Jennifer Manner as SVP of Regulatory Affairs and International Strategy, Former NTIA Senior Advisor of Space and Policy and EchoStar SVP of Regulatory Affairs ✅FCC Accepts AST’s Application for US Commercial Service ✅FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST ✅Verizon and AT&T Spectrum Lease Agreements filed w/ FCC ✅FCC grants STA for beta testing w/ AT&T, Verizon, Vodafone, Bell Canada, and Rakuten ✅FCC grants STA for Firstnet Evaluation on Public Safety Band 14 ✅AST SpaceMobile Forms SatCo Joint Venture w/ Vodafone to Better Serve European market, Selects Luxembourg as HQ and Germany for NOC ✅Secured $43M and $20M Contracts w/ US Space Development Agency and Defense Innovation Unit ✅AST5000 ASIC Development Finished and Integration into Block-2 Sats in Q2 2026 ✅Successful Video Calls Completed w/ AT&T, Verizon, Vodafone and Rakuten ✅Exercised Multi-launch Agmts w/ SpaceX, Blue Origin and ISRO ✅Initiation of Research Coverage by Bank of America, Clear Street, Roth Capital, Cantor Fitzgerald, Oppenheimer and William Blair ✅Established Coordination Agmt w/ US National Science Foundation Covering Satellite and Ground-based Astronomy Operations ✅Closed $460M 4.25% Convertible Debt Funding ✅Opened European Research Center w/ Vodafone and University of Malaga in Spain ✅Signed Deal w/ Singapore’s Defense Science and Technology Agency ✅Joined 5G Automotive Association, which Develops and Promotes 5G-based Solutions for Connected Autonomous Vehicles

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Float Check
Float Check@FloatCheck·
$AAOI this intraday swing is nutty. I hold a small position.
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Brayden Schwartz
Brayden Schwartz@SchwartzFinance·
Which GIANT tech compounder would you rather buy at today’s prices?? $NFLX at $73 (22 fwd P/E) or $GOOGL at $347 (28 fwd P/E) And why?
Brayden Schwartz tweet mediaBrayden Schwartz tweet media
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Float Check
Float Check@FloatCheck·
@corey407woc those same friends are gonna be asking "is $150 a good entry?"
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Corey📶🅰️
Corey📶🅰️@corey407woc·
“Why didn’t you sell at $133” $ASTS 🅰️💎🙌🚀
Corey📶🅰️ tweet media
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Raknison
Raknison@raknison·
@spacanpanman Thank you for everything you are doing day by day for this community. And also fo your stock buying. 😀
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$ASTS: I added aggressively today. I think we're close to a bottom. BlueBirds 11, 12 and 13 on deck.
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