PTA

Aite I'm in

@jimmmerhall @elonmusk still short asts?

@elonmusk The nearest star is light years away, what are you talking about.

It’s a start. Vastly more will be needed to extend consciousness to the stars.

@Money_or_Life_X your take was a shitty take 🤗

Chinese or not, doesn't matter. But I can clearly tell you let your stock control you which should be the other way around!

@planet4589 @Kaynouky when will the data be available?

@Kaynouky Yes, if they got stuck in the SECO 1 orbit they are toast, but we don't know that; second upper stage burn may have happened partially and boosted them up, or may not have happened at all. Need to wait for data.

Best estimate for the SECO-1 orbit given the slow observed decrease in altitude in the webcast is somewhere in the range of 164 x 380 km to 116 x 420km, depending on flight path angle at cutoff which was somewhere in the 0 to -1 degree range. Still waiting for SECO-2 data.

@tjmorris10 @AbelAvellan @scottwisniews @AST_SpaceMobile no crying in the casino

I’m down hundred of thousands over the past 2 days… management, please throw me a bone. @AbelAvellan @scottwisniews @AST_SpaceMobile $ASTS

@commonsenseplay seems like AI firms mostly do that in house (for example, forward deployed engineer at PLTR)

AI NEEDS MANAGEMENT CONSULTANTS AFTER ALL I hope you listened - huge opportunity for swing trades in Consulting giants to spread artificial intelligence through the business world. - Accenture $ACN: down nearly 50% from 2025 high - Booz Allen Hamilton $BAH: down 55% from 2024 high - FTI Consulting $FCN: down 20% from 2024 high - Gartner $IT: down 30% - Capgemini $CAP.PA: down 40% from ATH

@CatSE___ApeX___ why is this related to asts? is it possible this is for starlink?

$ASTS Grain Management wants to use 800 MHz for satellite D2D fierce-network.com/wireless/grain…

@Euunul @BaldingsWorld lol your industries are decimated because of chinese dumping

Well, if Europe would apply the same standard we would have to declare war on USA. Cyber security? US is using tech platforms to spy on and influence the European population. Economic? US has been sabotaging the European economy for years if not decades (GFC for example, tariffs, hostile takeover of Alstom, Nord Stream etc). Neither China nor Iran threatened to invade us, USA did.

I hate to hit on this but Europe and the US do not come close to agreeing on security at a big picture level or on the details and you cannot have a security alliance lacking even some agreement on what constitutes security. Let me give you an example. 1. The US assumes a much larger definition of security. Cyber. Economic. China. Iran. On and on. Europe utilizes a very narrow definition of security: has a sovereign state physically attacked an EU/NATO member state? If the answer is no, then it does not apply to me and we are not interested. At the most fundamental level, Europe and the United States do not agree on the concept of security. 2. Europe and the United States do not agree on how or when to act. Take Iran as a simple example. Arguably the reason the Trump administration acted was to prevent Iran from reaching a point where the US would be unable to prevent Iran fro obtaining nuclear weapons. Europe does not believe in acting until they have been physically attacked. Two different approaches to security. 3. Europe and the United States treat proximity very different. Europe is only interested in direct physical proximity threats (i.e. Russia). The United States sees threats globally. 4. The United States has for decades, though pushed farther under Trump, expected allies to engage in burden sharing. Europe due in no small part to sections 1-3 treats security and protecting burden sharing as one way to defend Europe. There is no reason to get angry but the idea that a security alliance can exist when partners in alliance do not share the most basic shared definitions make continuing an alliance difficult at best.

@pluggingaway the stock is also at a 30% discount!

If you've had your eyes on any items from the $ASTS merch store, everything in the store is 30% off today fyi. ast-spacemobile.myspreadshop.com Maybe they are trying to clear out inventory for new designs (new launch patches, etc...)?

@ASTS_Investors what were the news last time??

ABEL AVELLAN RECEIVES 184,375 SHARE AWARD The shares relate to meeting performance achievements that have been deemed to have been met. The last time this happened we got news in the next couple of weeks so hopefully this means a big milestone has been achieved! $ASTS

@OmniAeronautica @AST_SpaceMobile ok so wen launch lol

$ASTS AST SPACEMOBILE REFINES BLUEBIRD: EXECUTION STORY, NOT THEORY The latest conference update on @AST_SpaceMobile is not introducing a new vision. It is tightening the execution path. The market is starting to transition from “is this possible?” to “how fast can this scale?” 1) BLUEBIRD IS MOVING FROM PROTOTYPE TO PRODUCTION The company used the Satellite Conference to refine how its BlueBird constellation rolls out, reinforcing that this is now a deployment story, not an R&D experiment. The emphasis is on cadence, coverage, and scaling capacity across markets. Important because the technical risk phase has largely been addressed with successful deployments like BlueBird 6, which already demonstrated the core architecture at full scale. 2) DIRECT-TO-DEVICE IS BEING POSITIONED AS GLOBAL INFRASTRUCTURE This is no longer being framed as a niche connectivity solution. The messaging is clearly shifting toward global broadband infrastructure delivered directly to standard smartphones. That implies: •No hardware dependency at the user level •Immediate TAM via existing mobile subscribers •Integration through MNO partnerships rather than retail customer acquisition This is structurally different from traditional satellite models and explains why valuation debates are intensifying. 3) THE REAL STORY IS CAPACITY AND COVERAGE DENSITY Refining the BlueBird rollout is effectively about one thing: how quickly AST can achieve continuous, not intermittent, service. Investors should focus on: •Satellite production rate •Launch cadence •Regional coverage stacking •Throughput per satellite Because once continuous coverage is achieved in major markets, the revenue model transitions from speculative to recurring at scale. 4) VALUATION DEBATE IS SHIFTING FROM “IF” TO “WHEN” The article highlights ongoing valuation debate, but the underlying shift is clear. The question is no longer whether direct-to-device broadband works. It is how large the revenue base becomes once deployed globally. This is where traditional satellite comps break down: •This is not a capacity-constrained niche network •This is a shared infrastructure layer across billions of devices That creates a fundamentally different ceiling. CONCLUSION This update is incremental on the surface but significant in implication. AST SpaceMobile is tightening execution, aligning rollout expectations, and signaling that the bottleneck is now deployment speed, not technology. The market is still treating this as a speculative space story. The company is increasingly presenting it as terrestrial telecom infrastructure delivered from orbit. That disconnect is where the opportunity sits. finance.yahoo.com/markets/stocks…

@JConcilus how long do you think until the launch?

Blue Origin’s launch support vessels left Port Canaveral this afternoon - likely practice for the upcoming AST Bluebird 7 launch! Tug Harvey Stone led the parade with Jacklyn (LPV-1) in tow. Daughter Craft joined for a bit with her new boarding access equipment. Off Patrick now.

@BirthrightMargs because “sir” peter beck

Can someone explain how this remotely justifies $RKLB’s price?

@midascabal this you? x.com/midascabal/sta…

If your portfolio is 100% in the stock markets you are going to experience the largest crash ever. WW3 has started. There’s a reason why i said i’m 100% in cash. You listened to the wrong people. You are not ready.

@GreenOrbitAJ @tottaway22 it’s almost like space is actually hard

@tottaway22 Unlikely. Artemis operates on fixed NASA timelines while New Glenn's schedule keeps slipping. Pick one mission or risk missing both.

Will the timing work that people attending the Blue Origin New Glenn 3 Launch for $ASTS BlueBird 7 will also get to watch Artemis on 3/6? Please. Would be great timing!

@GreenOrbitAJ @tottaway22 🤡 x.com/asts_investors…

@RatboyMilnor @navymig @SydSteyerhart japan will carry it’s weight. europe and canada are just deadweight 🤷🏻‍♂️

@navymig @SydSteyerhart Europe & Canada have been allies with the US for a much longer time and that relationship has been smashed to bits in about 3 months time by the orange clown, so I don’t see why you think Japan-US relations are bulletproof

The right-wing in Japan has a large enough supermajority that they can amend the Constitution that was forced on them at gunpoint by American liberals in 1945. For the first time in nearly a century, the Soul of the Japan can be reclaimed.

@LostFundamental Why would you use satellite operators comp when this is a high growth high margin business? This is like using OEM comps to value Tesla.

This is in-line with where mature satellite operators trade and not at their randomly assumed 18.5x EV/EBITDA for $ASTS. 5/N

$ASTS AST Space Mobile – why this is likely a $20 stock longer term. Just a point view, not financial advice, please keep it civil the thread is just meant to present an alternative view. We will see who is right soon enough! BTW, anybody remembers CSR (more later). 1/N

@steve2bacon So much cope in chat lol. Poverty is limiting their imaginations.

Jesus, I see what you’ve done for ASTS investors, and I want that for me 🙏😔

@kingtutcap @valuations_

Mr. Valuations on Jan 9: $ASTS isn't contracting directly with the SDA they're a subcontractor. Subcontractors have less control and lower margins. Golden Dome is hopium. *One week later* “Being selected as a prime contract awardee for the MDA’s SHIELD program (part of the broader Golden Dome strategy) is a major validation of our unique, on-orbit, dual-use technology and our growing capabilities within the defense sector.”

@peterlindmark Thank fucking god it didn't happen for ASTS lol. One of my fears and I get diversifying launch partners are good but SpaceX definitely gets you the peace of mind.

PSLV-C62 / EOS-N1 Mission | Lost control over its orientation during 3rd stage action.