🛫Tony 🅰️pps N Orbit 🦑

The factory ships at the speed of the rockets on purpose. The 6/month number gets its real test the day New Glenn comes back. Until then we have settled into a nice grove with SpaceX of 3 every 7-9 weeks. The roadmap I laid out still holds.

$ASTS Reposting this as a reminder of the value and strength of the MNO/ASTS partnership model. One day the street will see it too.

$ASTS wins this (we open at $150 over night) There is a reason why we are building out another 400,000 SQ ft facility 🚀

$ASTS Build. Ship. Launch. Repeat. Yes!

The Merlin Pilot is enroute to OSH.

1,800 more jobs at $ASTS probably nothing though ….. 🅰️💎🙌🚀

On July 20th, the Midland Development Corporation board of directors will consider an economic development agreement with AST SpaceMobile $ASTS to expand satellite manufacturing at the Midland Spaceport Business Park.

$ASTS Connect the dots… • 45 MHz of Ligado spectrum. • 248-satellite authorization. • AT&T + Verizon + FirstNet. • Referenced alongside the largest D2D spectrum transactions in the industry. The market is still valuing AST like a satellite startup. The regulators are treating it like critical communications infrastructure. Those two realities don’t stay disconnected forever. 🔓📈🇺🇸 AST should be worth no less than a $100 Billion market cap.

$ASTS The company continues to execute. The price will fix itself. 🅰️🚀

BlueBird 11 at the Cape. BlueBirds 12 and 13 on the road from Midland to Florida. Next: orbital launch imminent . 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 #ASTSpaceMobile #Broadband #ConnectingTheUnconnected #BlueBirds

Jim has no idea @ATT is playing chess while @jimcramer is playing checkers @AST_SpaceMobile is years ahead of Starlink for D2D and that’s what the people want!

$ASTS: T-Mobile launched its T-Satellite service powered by Starlink on 7/23/25. The deal's one year of exclusivity which ends on 7/23/26. That day I'll start a tracker counting how many days it takes for T-Mobile to announce a partnership with AST SpaceMobile

$ASTS Two things exciting about this to me: 1- Standalone Plans (through MNOs) when there are 2.2B Unconnected people 2- "Tailored options may be available for individual users and enterprise customers" 👀

Posted right in the website….@TMobile partnership is coming sooner than later 🚀

$ASTS: 🇨🇦Bell Canada and Telus are strategic partners with AST SpaceMobile while Rogers Communications went with Starlink. The competitive concerns are starting to percolate around Rogers's choice of using Starlink per this RBC TIMT Symposium on 6/10/26. I believe Rogers will shift away from Starlink in the coming 12-18 months, just like T-Mobile here in the US. Bookmark this post. RBC TIMT Symposium Drew McReynolds, Analyst: Fantastic. We'll shift to cable and let's address what generally has been the elephant in the room for the better part of three or six months, more south of the border than in Canada, satellite broadband. As a complement or competitor to your internet business across the country, we've heard you and Tony [ph] characterize what the opportunity or threat is with an increasing satellite broadband presence in the market. Maybe give us your latest thoughts on how Rogers is viewing that service medium and longer term. Glenn Brandt, Chief Financial Officer: Certainly. We see it as very -- the technology is very complementary to both our wireless and our wireline networks. You saw us enter into an arrangement with SpaceX to take advantage of that satellite technology to infill the remote rural areas of the country with coverage. That is -- it's scaling, I would say, steadily, maybe modestly at the start right now. As we add full voice capability, I think you'll see that scale more. Using satellite technology to displace our wireline network or our wireless network is a much greater challenge for the technology. Most of our customers live in more densely populated, suburban, urban market areas. The aperture for the satellite coverage just cannot compete effectively and scale anywhere close to the scaling that you get on a terrestrial system. If you were to try to cover the GTA or Greater Vancouver or even a smaller market area like Greater Ottawa with satellite coverage, you can pick up a piece of the market area. You can certainly pick up some of the rural coverage areas and attract subscribers there. But the plans tend to be relatively expensive. They will not scale to the point of taking on a substantial portion of an urban market area. There's just not the data capacity on the cell sites and -- or on the satellites. So with satellite coverage, the strength of satellite is it provides a very, very wide coverage area in the case of Starlink, SpaceX, because of the number of satellites in the air. But if they were to try to use those satellites to cover the densely populated areas, they would quickly run out of capacity, where their strength is in scaling across those large rural areas and remote areas and picking up a low concentration of traffic spread across a broad landmass. So they'll pick up some in the urban markets, but they will not be able to scale to the point of taking a substantial piece of the urban market. The pricing is simply not able to scale on a competitive basis that it would outstrip the technology capabilities of fiber or wireless, nor outstrip our ability to scale those wireline and wireless plants in the more populated areas. So we see it as an opportunity to supplement and augment our reach capabilities. We now cover virtually every road in the country going from the 49th to the 58th parallel from coast to coast. That's a tremendous opportunity for us to sell our wireless, wireline connectivity and remote coverage connectivity, whether it's consumer or business market we're going after. No, I'll leave it there.

$ASTS: AST just updated their website with a new MNO map . This is probably the most detailed when/where map they have published yet.

$ASTS AST SpaceMobile (ASTS) Could Be 50% Undervalued As BlueBird And Rakuten News Builds Confidence--UPGRADED WITH PRICE TARGET SET AT $170

Uhatta Capital reiterated a strong buy rating on $ASTS with a price target of $220

I sold most of my $RKLB at 30$ a share, I won't make that mistake again with $ASTS, bought at 2$, will hold to 1000$.

$ASTS ✨ Griffin Asset Management increased its AST SpaceMobile position by 62.2% during Q1 2026. • Added 11,541 shares • Total holdings: 30,096 shares • Position valued at approximately $2.49 million marketbeat.com/instant-alerts…