SpaceGr🅰️mmys

$ASTS I see 3 scenarios for this year: 1. My EOY 2026 floor PT $116 holds, which equates to a fair market value of ~$50B for the company. This is reasonable, and one could argue the company should be there today based on its guided revenue of ~$1B for 2027. The company would only need to launch 20 satellites this year, and guide to accelerated deployment schedule for 2027. The bears will call out the delays, but it won’t make a difference because once the company establishes its manufacturing moat, the bear thesis is completely dead. 2. $138-$165 PT if the company has 20-25 successful deployments, accelerates production and launch targets for 2027, signs a couple more MNO DA’s, and FirstNet $. I would also expect the company to ramp up on existing USG contracts. 3. $175-$225 PT in a blow off top due to SpaceX having a successful IPO (market cap bids past $2 trillion), macro conditions aligning (interest rate cuts), the company hitting their target of 45-60 deployments, and many if not all catalysts in scenario 2 hit. I personally see (2) as the most viable and probabilistic scenario.

$ASTS big spot here. Bulls need to defend this zone soon *NFA

1/ $ASTS: 🚨AST SPACEMOBILE HAS ALREADY SOLVED THE HEAT DISSIPATION ISSUE FACING POTENTIAL SPACE DATA CENTER APPLICATIONS AST SpaceMobile's patented micron tiles act like giant radiators that dissipate heat generated from the FPGAs/ASICs that are embedded in each tile. You can easily imagine AI-specific GPUs, TPUs, ASICs and/or FPGAs embedded into a micron w/ solar array on one side and the phased array removed. 🔍Patent Number: US 11,021,270 B2 Title: Thermal management system for structures in space Date of Patent: June 1, 2021 Assignee: AST & Science, LLC Inventors: Abel Avellan, Huiwen Yao 🔍This patent focuses on the thermal control of the company's satellites (likely the "BlueWalker" and "BlueBird" series). AST SpaceMobile's satellites are unique because they are essentially massive, flat phased-array antennas in space. 🔍The patent describes a system to manage the extreme heat generated by the electronics while the satellite is in orbit. Key features include: ✅Layered Design: It details a structure where a "solar layer" (solar panels) is connected to an "antenna layer." ✅Heat Dissipation: It outlines how electronic components (like the Front End Modules or FEMs) are integrated and how heat is transferred away from these critical components to keep the satellite functioning within safe temperature ranges in the vacuum of space. ✅Structural Integration: The thermal management is built directly into the structural tiles of the satellite, allowing the satellite to remain lightweight and foldable for launch while acting as a giant radiator once deployed.