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MWM
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MWM
@MWM76
Daytrader not a Professional, do not take my posts as financial advice. I play short term options for large % gains. I swing Big.
Louisville, Kentucky Katılım Nisan 2009
499 Takip Edilen10.5K Takipçiler
MWM retweetledi
3.3 billion people are about to get connected to the internet for the first time. And $ASTS is the company doing it.
Think about what that actually means.
There are still billions of people on earth who have never had reliable mobile connectivity. Remote villages. Rural communities.
Developing nations without the infrastructure to support traditional cell towers. People who have been on the wrong side of the digital divide their entire lives.
$ASTS does not need to build a single cell tower to reach them.
Every carrier already has their existing subscribers covered. What $ASTS provides is the layer above.
The satellite network that reaches every corner of the earth that terrestrial infrastructure never will. Dead zones eliminated. Oceans covered. Mountain ranges covered. Every square mile of the planet covered.
AT&T. Verizon. T-Mobile. 60 operators globally. 3.3 billion existing subscribers sitting inside the network waiting for the switch to flip.
No new device. No new plan. No new anything. Just coverage everywhere.
The business model is the most elegant in the market. Carriers pay a wholesale fee per subscriber. $ASTS collects on every user that opts in without acquiring a single one themselves. Zero customer acquisition cost. Pure recurring infrastructure revenue.
Starlink fought for 10 million subscribers one at a time over 5 years. $ASTS has 3.3 billion waiting.
The satellites are launching. The carriers are ready. The switch is about to flip.
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MWM retweetledi
The next leg of connectivity demand is bringing billions of people & devices online where fiber, towers & last-mile backhaul cannot scale economically.
About 2.6 billion people still don't use the internet & 77% live in places where terrestrial telecom infrastructure doesn't work.
That is the TAM that $ASTS & $SPCX Starlink are built around.
Shay Boloor@StockSavvyShay
SpaceX will be one of the most important IPOs of my lifetime. Yes the valuation is aggressive but few companies sit directly across three massive themes at the same time in space infrastructure, global connectivity & AI compute. Three trillion-dollar themes under one ticker.
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Megyn Kelly, who endorsed and campaigned for Trump in the 2024 election:
“I didn’t expect the corruption to be quite as widespread as it has been. The self-dealing, the lining of his and his family’s pockets. It’s shocking… You look across the board at the Trump family, I’ve never seen a family get so rich off the presidency.”
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$ASTS must read
Leo Edge@LeoCapital_01
A message for my $TSLA friends eyeing the SpaceX IPO $SPCX. I traded $TSLA for years. I know the community. I know the excitement when Elon takes something public. But before you chase @SpaceX at $1.75 trillion, read the S-1 carefully. SpaceX doesn't need your money. They raised at $800B in private tenders six months ago. They could raise $50B privately tomorrow with a phone call. This IPO isn't about raising capital. It's about giving insiders liquidity. 95% of @SpaceX shares are held by insiders. Only 5% will be publicly traded. Insiders hold $1.66 trillion in paper wealth they currently can't sell. The IPO changes that. And they've structured it so insiders can sell BEFORE the standard 180-day lock-up expires. @SpaceX built in early release provisions -- after the first earnings report, insiders can sell up to 20% of their shares. They're also reserving 30% of IPO shares for retail. Ask yourself -- when has Wall Street ever given retail the best seats in the house unless retail was the product? 100x revenue. $4.9B net loss. xAI burning $6.4B a year while @Starlink subsidizes it. This isn't 2020 Tesla at 20x revenue with a clear path to profitability. This is a different risk profile. Now here's the part I want you to actually consider. SpaceX's S-1 sizes their satellite-to-phone business (Starlink Mobile) at a $740 billion TAM. Their Connectivity segment does $11.4B at 63% EBITDA margins. Those numbers are real and impressive. But buried in the S-1, @SpaceX names their D2D competitor: $ASTS . @AST_SpaceMobile $40 billion market cap. Not $1.75 trillion. $40 billion. Here's what $40B buys you: 98.9 Mbps proven from space to unmodified phones (SpaceX does 3-5 Mbps) The only low-band D2D spectrum access on Earth (indoor coverage SpaceX can't match) All three US carriers forming a joint venture around ASTS technology Google invested $358M their largest public equity holding AT&T, Verizon, Vodafone as equity investors $3.5B cash, $1.2B contracted backlog 3,900 patents, custom ASIC in production Three satellites launching on a Falcon 9 next month 60 carrier partners covering 3 billion subscribers @SpaceX at $1.75T is pricing perfection across rockets, satellites, AI, and Mars. One miss and it corrects hard. $ASTS at $40B is pricing uncertainty in a $740B market where the technology is already proven and the carriers have already chosen sides. The Tesla community knows what it feels like to find a mispriced stock before the world catches on. $TSLA at $30 pre-split wasn't obvious to anyone except the people who did the work. $ASTS at $106 in a $740B market with 33x faster speeds than SpaceX D2D, a carrier JV, and institutional discovery just beginning -- that's the same kind of setup. So before you throw money at a $1.75T IPO where insiders are building exit ramps, maybe look at the $40B competitor they named in their own filing. Not financial advice. Just math. $ASTS 🛰️ cc @SawyerMerritt @unusual_whales @DanBTC916
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MWM retweetledi
$ASTS it’s coming, $105 quickly, new all time highs are incoming.
GIF
M🅰️tt@Omnislash4k2
Good start. Closed in supply right at the 50 SMA and volume point of control. IF the above is correct, we should flip this to support and rocket to $105 next. $ASTS
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Trump’s endgame in Iran has become clear—as has his desire to slip away without Americans noticing the magnitude of this defeat, Robert Kagan argued earlier this week. theatlantic.com/international/…
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MWM retweetledi
No, that thought isn’t allowed into my mind. Why would I imagine dumb shit like that?
$ASTS
Justin 🅰️@jusbar23
$ASTS: Imagine selling a generational company at the cusp of commercialization
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MWM retweetledi
The president cancelling tv shows he doesn’t like & memeing about it on social media is a dystopian nightmare.
10 years, the very thought of this occurring would have been uncontroversially anti-american.
MAGA has destroyed our country.
The White House@WhiteHouse
Bye-bye 👋
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Sad that this would happen in the US, god someone fix our healthcare system!
Uzi@UziCryptoo
This man robbed a bank for $1, sat down and waited for the police, just to get free healthcare in prison In 2011 a man named Richard James Verone walked into a RBC Bank in Gastonia, North Carolina Handed the teller a note demanding $1 One dollar Then sat down in the lobby and waited calmly for police to arrive He was 59. No job. No insurance. A growth on his chest. Two ruptured discs. Calculated that a federal conviction would guarantee him full medical coverage inside prison The judge sentenced him to 3 years He got the surgery He got the treatment He told reporters on the way out he had no regrets A 59 year old American man robbed a bank for $1 because it was cheaper than seeing a doctor
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Happy ASTS anniversary to me. I bought my first shares may 2024 at $2.21. Celebrating in Key West
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@thekookreport @babywhitemonkey That and this too…
Our satellites are just too big for him, Sat envy?
GIF
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Yes - he tried to get a consulting gig about 6+ years ago and the Company spurned him when he wouldn't sign an NDA. He's been on a war path since then. He's hired by legacy satellite companies to do their dirty work and spread their narratives. Guy has to make a living, and this is how he does it. SpaceX obviously would never hire a consultant, so as you could imagine, they were also given the "non-paying customer" treatment. Then, SpaceX became so obviously successful than Tim had to join the bandwagon or he'd effectively be the caveman denying the value of fire or the bronze tool.
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MWM retweetledi
Welcome to the #Spacemob. If you haven’t faced insolvency on your way to riches, then I don’t believe you actually own the stock.
2nd to a biotech, you really have to Know What You Own™️ to withstand the volatility.
$ASTS
Prof@TheProfInvestor
$ASTS 69% face ripper rally. May 5: $63 May 22: $107 Playing catch-up with 3x playback speed.
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