Jimmy D

$ASTS Whales seemingly holding the full batch and doubling down into close on friday. Be on the lookout above 90 is 102

$ASTS MILITARY USE CASES HIGHLIGHTED BY HENNESSY FUNDS 🇺🇸 Importance of Space-Based Defense Systems If the war in Iran has taught us anything it is that ground-based radar is vulnerable to missiles and drones guided by satellite systems. If our ground-based radars are knocked out our defensive interceptors are blind. This vulnerability is being rapidly incorporated into U.S defense thinking. We have heard such comments repeatedly at several of the defense related conferences we recently attended. It is quickly becoming imperative that the U.S. and allied forces have a second set of eyes in every global theatre not subject to the same ground-based risks seen in the Middle East. Our legacy missile defense systems—often composed of ground radar, GEO (Geosynchronous Equatorial Orbit) satellites, and terrestrial interceptor batteries—are designed to neutralize traditional short- and long-range missiles. The trajectory of these missiles is predictable from shortly after launch, making them relatively straightforward to intercept. However, newer long-range missiles, such as hypersonic and advanced ICBMs, can change trajectory during travel, and sometimes include decoys and multiple warheads made to fool existing missile defense systems. This makes these missiles much more challenging to neutralize. The U.S. and its allies are vulnerable to these advanced weapons and need a faster, more accurate, and more distributed missile defense system in response. The unprecedented size and power of AST’s LEO (Low Earth Orbit) satellites make them especially well-suited to assist in tracking modern missiles, along with a variety of other high value functions. Research reveals excellent effective isotropic radiated power (output power of a signal when it is concentrated into a smaller area by the antenna) and gain-to-noise temperature (how well the system can detect weak signals amidst noise), enabling a variety of novel capabilities. AST’s work with the Federal government continues to build with both defense and communications applications in various stages of testing and development. In terms of defense, AST was awarded a contract with the Missile Defense Agency’s (SHIELD) program, which is part of the broader Golden Dome strategy, focused on building resilient, layered protection against air, missile, space, cyber, and hybrid threats from all operational domains. The selection positions AST SpaceMobile to compete for a wide range of future task orders across research, development, engineering, prototyping, and operations of critical Missile Defense Agency systems that support U.S. national security objectives. (DOW) uses include: • Radar – Supporting high-value military radar applications such as synthetic aperture radar (high-resolution imaging using radar signal reflections), ground-moving target indication, and missile tracking. • Assured and Alternative PNT (Position, Navigation, and Timing) – Providing a stronger, jam-resistant signal compared to existing GPS, improving indoor reception and cybersecurity through authentication and encryption. • Blue Force Tracking (BFT) & Identify Friend or Foe (IFF) – Improving situational awareness of troop and asset locations, reducing friendly fire incidents. • UAS/Drone Control – Enabling remote control of unmanned aerial systems (UAS) in areas lacking terrestrial infrastructure. • Signal Intelligence – Detecting and reading electromagnetic emissions of the enemy. • Signal Jamming – Jamming enemy signals over large geographical areas, such as maritime zones and remote areas, where terrestrial jammers are impractical. Europa Track 2 Opportunity AST entered into an agreement with the United States S (SDA) for the Europa Track 2 Commercial Solutions program. The agreement has a total contract value of approximately $30 million. The Europa Track 2 effort is focused on delivering immediate, operationally relevant tactical communications capabilities to U.S. forces around the globe.

Space stocks are setting up for another explosive breakout as we head into the SpaceX IPO. SpaceX has confirmed its IPO date for the 12th June, bringing a significant amount of attention/interest to space stocks over the next few weeks. Here are some of my favourite setups; $ASTS $RKLB $SATL $SIDU $PL $SPIR $FLY $NASA $RDW Many of these I already alerted to the team like; $RKLB at $40 $ASTS at $52 $SATL at $3 $SIDU at $2 And more Don’t miss the next big move.

The cat is out of the bag $ASTS 🅰️💎🙌🙌🚀

It surely feels like $ASTS is about to take off. Sentiment has picked up significantly.

$ASTS 🔥 Judging by the amount of new and unfamiliar accounts posting TA and other info on Asts, this SHIT about to fly🌋🌋🌋

$ASTS SpaceX IPO likely less than a month away, and this looks ready to play catch-up with RKLB next Space theme goes brr......

$ASTS Institutional Ownership is flying. Something big is coming. Batch launches and Space X IPO is all we need to send this stock well over $100. Just a matter of time.

People are sleeping on what $ASTS actually is as a business. Let me show you why this could become one of the greatest cash flow machines ever built. First understand the comparison. Netflix has 325 million subscribers paying $15 a month. $45 billion in annual revenue. $380 billion market cap. They spent 15 years and tens of billions in content spend acquiring every single one of those subscribers one at a time. Spotify has 290 million premium subscribers paying $11 a month. $17 billion in annual revenue. $120 billion market cap. Same story. Years of losses. Billions in marketing. Fighting for every user. $ASTS does not work like that. $ASTS charges carriers a wholesale fee per subscriber. AT&T does the acquisition. Verizon handles the billing. T-Mobile manages the churn. $ASTS provides the network layer and collects on every user that opts in. No customer acquisition cost. No marketing spend. No churn risk. Pure recurring infrastructure revenue. Now here is the simple math. 3.3 billion subscribers sitting inside partner carrier networks today. Management is guiding 2027 revenue approaching $1 billion with half the commercial pipeline already booked. Analysts project $1.6 billion in 2028 with profitability expected that same year. At $5 per user per month on 1 billion subscribers that is $60 billion in annual revenue. Netflix generates $45 billion serving 325 million subscribers they had to fight for one at a time. $ASTS has access to 10x that subscriber base through partners who already own the customer relationship. FCC authorized up to 248 satellites. They are targeting 45 to 60 by end of 2026. The revenue curve has barely started. This is not just a satellite company. It is one of the most scalable subscription infrastructure businesses ever built.

If this happens in the next few weeks, it will trigger a short squeeze together with the launch

$ASTS Henessy fund is something as rare as a SpaceMob OG fund. They have updated their thesis now. hennessyfunds.com/insights/compa…

@trogglodytes @R89Capital Like?

@Jimmy____D @R89Capital There are other factors that are more important now

The premium people will pay to live away from diversity is up only

$RKLB Time to zoom out… Another prime example of how expensive can always get more expensive Shares for the low $5s retiring some people See you at $250+

@DanielSmidstrup Regulations

USA has ChatGPT USA has Grok USA has Claude USA has Gemini China has DeepSeek China has Qwen China has Kimi China has MiniMax Europe has?

@degenApe22 @maruushae Looks like a lesbian and does push-ups like a lesbian

@maruushae I honestly don’t know the gender of this person

This is what happens when you take Ozempic instead of losing weight by exercising

@orangie My girlfriend can do more pushups you didnt do a single on

chill on me

🚨SpaceX set to IPO under the ticker $SPCX SpaceX to begin trading June 12 🚀 THE NEW SPACE RACE IS ABOUT DATA CENTER 📈THE ANTHROPIC × SpaceX SIGNAL: This is why every hyperscaler is moving up: ∙$AMZN → Project Kuiper ∙$GOOG → Starlink partnership + investments ∙$MSFT → Azure Space ∙Anthropic → infrastructure deals expanding into sovereign + edge compute When SpaceX launches Starlink Direct-to-Cell and starts deploying V3 satellites with 1Tbps capacity — that’s the network layer of AI being rebuilt above the atmosphere. The convergence is already happening: ∙Starshield (SpaceX’s classified gov division) is building dedicated DoD + intelligence constellations ∙Starlink is becoming the global low-latency backbone for AI inference at the edge ∙Lunar + LEO data centers are being prototyped (Lonestar, Axiom, Starcloud) — solar power is infinite in orbit, cooling is free in vacuum HOW THESE 35 COMPANIES FIT THE ECOSYSTEM : Think of the space economy as 5 layers stacked vertically — same logic as the AI stack: LAYER 1 — RAW MATERIALS & COMPONENTS (the “semis” of space) $HXL · $BWXT · $TDY · $HEI.A · $KULR · $ATRO · $RDW Carbon fiber, nuclear cores, sensors, batteries, composites. Without these, nothing flies. LAYER 2 — PRIMES & MANUFACTURERS (the + Foundry” layer) $LHX · $LMT · $NOC · $RTX · $BA · $GE · $HON · $ESLT · $BAESY · $EADSY Defense + aerospace giants that build the actual spacecraft, missiles, and satellite buses. Backlog, government cash flows. LAYER 3 — LAUNCH moving (payloads to orbit) SpaceX · $RKLB · $FLY · $SPCE The cost of access. SpaceX has collapsed $/kg by 20x. Rocket Lab is scaling Neutron. This is the enabling layer for everything above. LAYER 4 — DATA & CONNECTIVITY (the “cloud” layer) $AMZN · $IRDM · $GSAT · $VSAT · $TSAT · $SATS · $SPIR · $PL · $ASTS · $SATL · $BKSY Satellite networks. Earth observation. Direct-to-cell. This is the AWS of space — recurring revenue, subscription models, AI-ready data pipelines. LAYER 5 — APPLICATIONS (the “AI/SaaS” layer) $PLTR · $LDOS · $TRMB · $KTOS · $SIDU · $LUNR · $VOYG · $MNTS Mission software, geospatial intelligence, lunar infrastructure, in-space services. Where the margin lives.

SpaceX $SPCX is officially set to go public on June 12. This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector. These are the critical sectors amongst the space theme: Satellite Communication & Operations $ASTS ~ AST SpaceMobile $PL ~ Planet Labs $GSAT ~ Globalstar $SPIR ~ Spire Global $AMZN ~ Amazon $VSAT ~ Viasat Spacecraft & launch systems $RDW ~ Redwire $RKLB ~ RocketLab $LMT ~ Lockheed Martin $KTOS ~ Kratos Defense $FLY ~ Firefly Aerospace $LUNR ~ Intuitive Machines Specialty Materials $CRS ~ Carpenter Technology $ATI ~ ATI Inc $MTRN ~ Materion $GLW ~ Corning $PKE ~ Park Aerospace Propulsion Systems & Fuel $LIN ~ Linde $APD ~ Air products & Chem $NEU ~ NewMarket Electronics & Semis $NVDA ~ Nvidia $AVGO ~ Broadcom $COHR ~ Coherent $LITE ~ Lumentum

@trogglodytes @R89Capital Literally suburbs with less diversity cost more

@Jimmy____D @R89Capital Not anymore

@trogglodytes @R89Capital Still is now.

@Jimmy____D @R89Capital Used to be