Me Gee

Vote and support my friend @AnnieAndrewsMD y’all! Graham was bad in ‘20 and is even worse in ‘26!

Hennessy Funds remains ultra bullish on $ASTS. hennessyfunds.com/insights/compa… New from this report: $2.4–$4.4B intermediate-term defense + first responder revenue NATO actively exploring AST for 5G D2D Amazon LEO not a threat in D2D before 2030

🇺🇸 NYC Mayor Zohran Mamdani criticized Trump for spending billions on killing people in Iran. 👏 Reporter: "Do you oppose the war in Iran?" Mamdani: "This war killed thousands of civilians, so yes, I strongly oppose it."🔥 Reporter: "Are you frustrated by $900 million a day being wasted on these wars?" Mamdani: "We're spending tens of billions to kill people. That money could help our own people instead.🔥🔥 We always have money for war, but never to feed the poor." Finally, a voice of reason from the US. We need more leaders like this pushing for peace. Respect.

Dear @WhiteHouse and @RapidResponse47: Please retweet the below statement from trump that he doesn’t “think about Americans’ financial situation.” He said “That’s a perfect statement. I’d make it again.” So help him make it again.

🚨 Pope Leo XIV just declared the Iran War unjust. Called it a war crime. Said it is “not solving anything.” Then told Americans directly: call Congress. End this war. The same Pope Trump called weak on crime. The same Pope Trump fabricated a nuclear quote from. The same Pope whose brother received a bomb threat after Trump attacked him. The same Pope Speaker Johnson lectured on theology. 1.4 billion Catholics heard their leader call this war a crime.

Donald Trump is about to turn Jan 6 criminals into MILLIONAIRES. With your tax dollars. The people who smeared feces on the Capitol walls… …hunted Mike Pence through the halls of Congress… …assaulted cops. He’s creating a $1.7 billion apology fund for them. Disgusting.

@RKLBMan I view it as not really caring, it’s not a competition, sounds like you’ve done remarkably well. The question is do you consider it a bagger of any sort if you don’t actually ring the register?

Question. When you get a X-bagger stock, are you basing it on the lowest cost basis buy you had? Or your total position cost basis? For example, if a stock is $100 today and you bought at $10 but average $50 - is it a 10 bagger or a 2X? A W is a W either way and this is a vanity thing but I'm curious how people perceive this.

@ASTS_Investors @AbelAvellan @ATT @Verizon @TMobile I d k seems good but SP showing no reaction at this

@AbelAvellan @ATT @Verizon @TMobile

Space-based cellular broadband to every American is coming!🤠📶 @ATT @Verizon @TMobile

@CatSE___ApeX___ Get those Birds in the air and let’s go!

Plot twist $ASTS today commends the announcement by AT&T, T-Mobile $TMUS , and Verizon to form a joint venture to extend mobile connectivity for wireless customers by using satellite-based, direct-to-service technologies. businesswire.com/news/home/2026…

It was an honor to host the Chief of Space Operations General Chance Saltzman @SpaceForceCSO at Rocket Lab recently. From responsive launch to advanced spacecraft, we’re proud to play a central role in securing the ultimate high ground for the @USSpaceForce.

@bennybigbull Nothing like a Fibonacci extension to start the day!

$RKLB pre market move has hit the 1.618 golden fib at $126, which is considered a full Fibonacci extension. This would be the level it takes a breather imo, but if more news and bullishness in the market continues then there is room for it to hit $143, which would be an overextension and does tend to happen in strong trend environments and euphoric moves… Let’s see how it reacts at $126.45 during market open…

So in case anybody’s counting, today he called not one, but two female reporters “stupid.” He is going to continue to do this. He’s going to start calling them far worse. Because nobody fucking stops him.

@CatSE___ApeX___ Same thing w $BE last summer and $rklb. Investing is seeing value where others don’t. At same time, can be anxiety provoking to seem consistently wrong in the short term

Excellent. $ASTS

HUGE jump in US PPI inflation: Powered by an eye-popping 1.4% rise in April, nearly triple the 0.5% consensus, the annual rate has hit 6% (crushing the 4.8% consensus forecast). Core PPI followed suit, surging 1% (vs. 0.3% expected), bringing annual core inflation to 5.2% (consensus was 4.3%). While the mapping isn't 1:1, these numbers strongly suggest that higher consumer inflation is still coming through the pipeline. #economy #markets #inflation

@elerianm So Jerome Powell was right to be concerned about inflation, especially in context of core being up 1% a multiple of expectations. That’s not to mention ill advised war impact on energy

@LeoCapital_01 @ASTS_Investors @SpaceX If I don’t first have a heart attack over all the apparent advantages and potential of ASTS, I’m going to mint some coin and most importantly leave to family, friends, and meaningful causes… In meantime, a fascinating story being written! 🙏

FCC Chairman just approved $40 billion in D2D spectrum deals. Named $ASTS and @SpaceX as the two companies leading America's D2D future. Everyone is debating if this is good or bad for ASTS. Simple version for retailers: @SpaceX bought their own highway -- 65 MHz of owned spectrum. ASTS rents lanes on AT&T and Verizon's highway -- 700/800 MHz already in every phone on Earth. Different models. Both work. SpaceX sells direct to consumers. ASTS sells through carriers. Like how wireless has both Verizon (retail) and American Tower (infrastructure). Both are $100B+ companies. What bears are missing: AT&T and Verizon don't want to depend on SpaceX -- a competing wireless network -- for satellite connectivity. They want an independent partner they control. That's why they're equity investors in $ASTS and NOT in SpaceX D2D. Also buried in today's news: AT&T acquired 50 MHz of new spectrum including 600 MHz low-band -- same family as the 700/800 MHz ASTS uses. A stronger AT&T = a stronger $ASTS . Now the valuation that should stop you scrolling: SpaceX paid ~$25-30B for 65 MHz of D2D spectrum. Just the spectrum. No satellites for it. No service until 2028. $ASTS entire market cap: ~$27B. For the same price as SpaceX paid for a piece of paper, you get: 6 satellites in orbit, 33 in production, 98.9 Mbps proven, 248-satellite FCC authorization, 60 carrier partners, $3.5B cash, 3,900 patents, three new government contracts, factory at scale, and a mid-June launch on Falcon 9. SpaceX paid $27B for future spectrum. $ASTS IS the future -- for $27B. The FCC just told you both will coexist. The valuation says one is mispriced. $ASTS

$ASTS : 3 Launch providers to improve lauch cadence and capacity Newly added: Vulcan Centaur

@spacanpanman In past 5-days$RKLB up 50% and $FLY Up 25%, they have been rallying, just bec news in WSJ doesn’t mean it’s news

$RKLB and $FLY should be rallying on this news given that there will be more overall demand for launch. $ASTS should lift as it owns patented building blocks for 100kW power and heat dissipation in space. $PL & $ASTS should rally given that Google is a strategic partner and investor.

@TipRanks @JacobKeeton20 These guys get paid for these gutsy calls? Aren’t we at $118? Goodness

⚡️Rocket Lab $RKLB price target raised to $120 from $73 at Deutsche Bank Deutsche Bank raised the firm's price target on Rocket Lab to $120 from $73 and keeps a Buy rating on the shares following the earnings report. The company's demand is "rising all around," the analyst tells investors in a research note.

@hataf_capital @Defiantclient2 Management stated on CC, no new capital raise this year, no more share dilution, that’s huge!

AST SpaceMobile: The Market Is Misreading The Story Again AST SpaceMobile $ASTS dropped roughly 11% in premarket trading after reporting Q1 2026 results that, at first glance, looked ugly. Revenue missed badly, losses came in wider than expected, and investors immediately treated the quarter like a broken-thesis moment. I don’t think it is. In my opinion, the market is reacting to the headline numbers without properly understanding how this business model actually works in practice. ASTS is not a mature SaaS company with smooth recurring revenue. This is a company building one of the most capital-intensive communications networks ever attempted, where revenue recognition depends heavily on launch timing, government milestones, gateway deployments, and commercialization sequencing. That distinction matters. The company reported a Q1 loss of $0.66 per share on revenue of $14.7 million, far below consensus expectations of a $0.23 loss on roughly $39 million in revenue. On the surface, that looks disastrous. But once you go through the details, this looks far more like a timing issue than a structural breakdown in the business. And honestly, I think the market is once again underestimating how quickly ASTS is moving toward commercial activation. The Market Focused On The Wrong Number The problem with this quarter is simple: investors expected revenue acceleration now, while management is effectively telling the market that much of that acceleration shifts into the second half of the year. That naturally creates skepticism. With just $14.7 million reported in Q1 against full-year guidance of $150 million to $200 million, the company now needs a massive ramp over the remaining three quarters. That is a big ask, and I understand why traders sold first and asked questions later. But what I think many investors are missing is that the company maintained guidance. That is extremely important. Management had every opportunity to walk back expectations and blame the BlueBird 7 loss, launch timing shifts, or slower commercialization progress. Instead, they reaffirmed the full-year range and disclosed that approximately half of the 2026 revenue opportunity is already contracted or booked. That tells me management still sees visibility into the back half ramp. And if they were genuinely worried about commercial activation slipping materially into 2027, this would have been the quarter to reset expectations lower. They didn’t do that. According to the company, the Q1 revenue miss was primarily related to the timing of gateway deployments and government milestone completion shifts into future quarters. Structurally, that actually makes sense for a business operating at this stage of deployment. This is not a company selling software subscriptions every month. Revenue can move significantly depending on when hardware is delivered, satellites are commissioned, or government milestones are formally recognized. Why The Launch Schedule Matters More Than Q1 Revenue The real story here is not the Q1 revenue line. It is whether ASTS can successfully execute its deployment cadence over the next six to nine months. And based on what management disclosed, I think the launch picture actually looks stronger than the stock reaction suggests. The Falcon 9 launch carrying BlueBird 8, 9, and 10 remains scheduled for mid-June from Cape Canaveral. More importantly, ASTS now has launch agreements across multiple providers including SpaceX, Blue Origin, and ULA to support its target of approximately 45 satellites in orbit by year-end. That matters because one of the biggest long-term fears around ASTS has always been execution bottlenecks. Can they manufacture at scale? Can they launch on time? Can they commission satellites quickly enough? Can they actually activate commercial service before cash burn overwhelms the balance sheet? This quarter didn’t eliminate those risks, but it did show progress on all four fronts. The company disclosed that BlueBird 11 through BlueBird 33 are already in advanced stages of production and assembly, with phased arrays completed through BlueBird 28. is not the language of a company struggling to industrialize production. Even more important, ASTS achieved peak download speeds of 98.9 Mbps directly to standard smartphones using its in-orbit Block 1 satellite over international waters. That is where the technological differentiation becomes very real. A lot of people still think of ASTS as “another satellite company.” I think that framing completely misses what they are trying to build. The Competitive Narrative Still Favors ASTS Every ASTS discussion eventually comes back to Starlink. And yes, SpaceX remains the elephant in the room. But I continue to think investors oversimplify this comparison. Starlink’s direct-to-cell offering today is primarily optimized around low-bandwidth connectivity and messaging functionality. ASTS, meanwhile, is targeting full broadband capability including voice, data, and video directly from space. Those are fundamentally different products. CEO Abel Avellan addressed this directly during the quarter, emphasizing that ASTS is leveraging partner spectrum along with its L-band and S-band holdings to create broadband-level capacity that competitors are nowhere close to matching technologically. In practical terms, this means ASTS is not competing to become a global SOS provider. They are trying to become an extension of terrestrial telecom infrastructure. That distinction is huge. And frankly, the scale of the telecom partnerships is still underappreciated. The company now has relationships with nearly 60 mobile network operators globally covering over 3 billion subscribers. These are not speculative handshake agreements anymore. These carriers want a space-based coverage layer because traditional tower economics simply do not solve rural and remote connectivity gaps efficiently. People sometimes act like telecom operators will simply build their own competing systems. They won’t. Most carriers barely want to maintain tower infrastructure in low-density regions because the economics are already unattractive. Building and operating an independent satellite constellation is an entirely different level of complexity and capital intensity. ASTS is effectively positioning itself as wholesale infrastructure for the global telecom industry. That is why the long-term opportunity remains massive if execution holds. The Government Business Is Becoming A Real Revenue Driver I also think the market still underestimates the significance of the government segment. This is no longer just a commercial mobile broadband story. During the quarter, ASTS secured three additional U.S. government awards through prime contractors tied to secure communications and other on-orbit capabilities. Management specifically referenced long-term opportunities tied to national security programs and initiatives like Golden Dome. And honestly, this changes the risk profile of the company more than many investors realize. A lot of early ASTS skepticism centered around one concern: “What if consumer adoption takes longer than expected?” But if ASTS successfully establishes itself inside U.S. defense and national security infrastructure, the business becomes materially more diversified. The Space Force budget continues expanding aggressively, with growing focus on resilient communications, orbital surveillance, and secure space-based infrastructure. ASTS fits directly into that trend. In my view, the government business is no longer a side narrative attached to the telecom story. It is becoming a second independent growth engine. And if even a portion of these contracts evolve into long-term programs of record, the revenue opportunity could eventually become enormous. The Cash Burn Looks Scary But That Was Always Part Of The Story Now let’s address the biggest bear argument. The spending. Because yes, the numbers are massive. Management guided Q2 capex to roughly $575 million to $650 million versus $257 million in Q1. Operating expenses are also moving higher as the company scales manufacturing, facilities, and workforce investments. On a headline basis, it looks brutal. But honestly, if someone is shocked by ASTS burning large amounts of cash at this stage, I would argue they probably misunderstood the business model from the beginning. This company is trying to build a global space-based cellular broadband network. That was never going to be cheap. The real question was always whether ASTS could secure enough liquidity and execution momentum before commercialization ramps. And right now, they still have approximately $3.5 billion in cash, cash equivalents, and restricted cash on the balance sheet. That liquidity position matters enormously. The market is still valuing ASTS primarily around execution risk rather than solvency risk. And I think there is a difference.