Kent Owens

273 posts

Kent Owens

Kent Owens

@SpaceMobFan

Katılım Mart 2025
114 Takip Edilen79 Takipçiler
Kent Owens
Kent Owens@SpaceMobFan·
@MarketMatrixs $ASTS TIME FOR THE SP TO CATCH UP TO THE COMPANY’S POSITION AND POTENTIAL! 🅰️🚀🅰️🚀
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The Market Matrix
The Market Matrix@MarketMatrixs·
$ASTS JUST HIT $110 ON THE EUROPEAN STOCK EXCHANGE €95 —> $110 +7% today. Incredible.
The Market Matrix tweet media
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REDRUM 🅰️
REDRUM 🅰️@redrum_2001·
$ASTS - AST SpaceMobile Podcast keeps growing. 2323 subscribers at the moment.
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Y🅰️dda
Y🅰️dda@Yadda481622·
@LeoCapital_01 @SpaceX I know you probably don't wanna give out financial advice, but for a small time, paycheck to paycheck trader like me, what would you suggest I throw $1000 at, if I can just hold it there for a few years? Other than ASTS, which I already own. $RKLB? $LUNR?
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Leo Edge
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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Kent Owens
Kent Owens@SpaceMobFan·
@rdragon21 @spacanpanman If I recall correctly from their recent mgmt presentation, their CFO said no more raises needed in 2026
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rdragon21
rdragon21@rdragon21·
@spacanpanman They will issue dilution because they’re spending more than they planned for. Most likely reason.
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$ASTS: 🚨 RUMOR - It appears that AST SpaceMobile has pulled out of the 26th Annual B Riley Annual Investor conference scheduled for Wed May 20 - Thu May 21st @ Ritz Carleton Marina Del Ray The Company was scheduled to present and attend 1x1 meetings
GIF
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Corey📶🅰️
Corey📶🅰️@corey407woc·
POV: You’re watching a sad movie with an $ASTS investor who’s been through multiple 50% drawdowns 🅰️💎🚀🙌
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Adriana Cisneros
Adriana Cisneros@cisnerosadriana·
Un honor dar el discurso de graduación en @babsonCollege y recibir un Doctorado Honoris Causa en honor a mi padre, quien se graduó de Babson hace 60 años. Un momento profundamente especial para mi familia y para mí. #cisneros
Adriana Cisneros tweet mediaAdriana Cisneros tweet media
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Kent Owens
Kent Owens@SpaceMobFan·
@scott_m_powell $ASTS And just like that, significant reversal run-up is contained by the market maker at the close. Look forward to more positive developments including batch shipments confirmed! 🚀🅰️🚀🅰️🚀🅰️🚀🅰️
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scott powell
scott powell@scott_m_powell·
$ASTS Apparently the shorts know something about what's coming this weekend!!
scott powell tweet media
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Kent Owens retweetledi
MWM
MWM@MWM76·
If T-Mobile is cutting ties with Starlink, this is material news to the SpaceX IPO. I am very curious to see how quiet SpaceX can keep this... $ASTS is RIDICULOUSLY Undervalued here with a $30 Billion Market Cap. Starlink's valuation is close to $1.5 Trillion! If you want to make a Million Dollars, ASTS is the play.
MWM@MWM76

$ASTS While SpaceX operates as a single private company and does not have an official, segmented valuation, market analysts estimate that Starlink accounts for the vast majority—roughly $1.1 trillion to $1.4 trillion—of SpaceX’s overall $1.5 trillion to $2 trillion total market capitalization.

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Kent Owens retweetledi
Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
$ASTS Do you all see how much volume has turned over the last 3 weeks? It’s more than the outstanding share count. And take a look at the volume on the 2x levered ETF $ASTX lately, plus the downtrend break today. This is going to be a massive rally.
Endless Capit🅰️l tweet media
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
$ASTS We’re about to go so vertical that the chart may bend backwards. 🅰️🚀😂
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SpacBobby
SpacBobby@SpacBobby·
$ASTS - Seems like SpaceX is accelerating its IPO timeline now as partnerships are falling apart. Maybe no one will know in the prospectus…😉 Investors will still push this above a $2T MC though and with 70% of the MC made up of Starlink, you would think AST measly $30B MC starts re-rating much higher especially now that we have snatched T-Mobile. Balls long! 😎
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Gwynne Shotwell
Gwynne Shotwell@Gwynne_Shotwell·
Weeeelllll, I guess @Starlink Mobile is doing something right! It’s David and Goliath (X3) all over again — I’m bettin’ on David :)
Brian Basson@BassonBrain

Verizon, AT&T and T-Mobile said on Thursday they agreed in principle to form a new JV with an aim to address long-time coverage gaps, especially in rural areas, by using satellite-based technologies. This comes as the industry increasingly worries about what Elon Musk’s @Starlink Mobile might do to shake up the terrestrial mobile space. Musk has said he’s not going to put the U.S. terrestrial carriers out of business, but at the same time he’s expanding Starlink and buying up more spectrum...

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TheKOOKReport
TheKOOKReport@thekookreport·
@CatSE___ApeX___ I just have a feeling @scottwisniews is going to come out swinging. I went from depths of despair on Thursday and had to have an intervention with our GQ man himself. But the $ASTS posts are sending us a smoke signal (I think). If that’s right….
TheKOOKReport tweet media
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Kent Owens
Kent Owens@SpaceMobFan·
@spacanpanman $ASTS Will visit that spot in Steve’s honor during one of the many launch visit opportunities. Thanks Anpanman!
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$ASTS: ❤️ A bittersweet but wonderful moment reading the recent Bloomberg piece on the SpaceMob. Seeing Steve Larrison recognized as a key research contributor and founding member is a beautiful acknowledgement of his legacy. He is deeply missed by us all.
Anp🅰️nman@spacanpanman

$ASTS: Dear SpaceMob family, Today I laid to rest our dear friend @steve_larrison. I picked this beautiful spot that has two chairs overlooking Kennedy Space Center so friends can sit with him and share fond memories together. Steve, I am so happy that you were able to watch your BlueBirds lift into the heavens and look forward to sharing many more launches together. Godspeed my friend, we all miss you dearly but take comfort knowing that your spirit and kindness continues on in all of our hearts. ❤️ You can join Steve here: maps.app.goo.gl/tPyPZzirBhk3Wh…

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🅰️symmetric
🅰️symmetric@asymmetric_bets·
$ASTS Nobody will remember: - your salary - your job title on LinkedIn - how “busy you were” - how many hours you worked People will remember: - if you were in SpaceMob - if you held through 50% drawdowns - if you posted elite memes - if you achieved generational wealth
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Kent Owens
Kent Owens@SpaceMobFan·
@thekookreport $ASTS Excellent and deep point almost missed by the delivery method! 😂😂 🅰️🚀🅰️🚀🅰️🚀
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