Space Sapien

Ira Rothberg of Hennessy Focus Funds describes why the firm is LONG $ASTS in size: "[AST] could be a company with more than $10 billion unlevered free cash flow." Interview starts at 5:15 mark. youtu.be/gGCcrAn37_w?si…

One of you DMed me asking: if $ASTS is such a generational wealth stock, why are bears shorting it to the highest levels? Great question. Let me clarify how I think about this. Imagine a skyscraper being built in Manhattan. Foundation is poured. Steel is going up. 60 tenants have signed leases. Grand opening is scheduled for June. A bear walks by, sees no tenants inside, and says: "This building has no rental income. It's worthless. I'm betting it fails." That's what's happening with $ASTS right now. Bears see $14.7M in quarterly revenue on a $27B company and short it. They're pricing a construction site like a finished building. Meanwhile: 33 satellites in production. 60 carriers signed. $75-100M in contracted backlog. Launch in June. FCC approved. 98.9 Mbps proven. The building isn't empty. It's just not finished yet. Get it? Now -- about that short volume chart. First thing to understand: short VOLUME ≠ short INTEREST. Short volume is daily flow. Short interest is total position. Big difference. Think of it like a grocery store. Short volume is how many people walked through the door today. Short interest is how many people are still standing inside. A huge chunk of daily short volume is market makers. When you hit "buy," a market maker sells short to fill your order, then covers seconds later. They're the cashier making change -- the money comes right back. It looks like selling. It's actually them helping YOU buy. But the real short adding IS happening. Here's why: Reason 1: Revenue miss gave them confidence. $14.7M vs $36.6M expected. They see "miss by 60%" and double down. They didn't read the business update. Reason 2: Convertible bond hedging. Funds buy $ASTS convertible bonds and automatically short the stock as a math hedge. Not a bet against ASTS. These shorts won't cover for years regardless of news. Reason 3: They think the valuation is unsustainable. $27B market cap on $14.7M revenue. Some shorts only see that ratio. What they're missing: The building took a bad inspection report and held its value. Stock didn't crash to $50 on a 60% miss. It held $70+. That means buyers are absorbing every share shorts are selling. Guidance reaffirmed: $150-200M. Half already under contract. 45 satellites targeted. Three new government contracts. Mid-June launch on Falcon 9. Why this pattern matters: Shorts are always most aggressive right before they're wrong. Tesla 2019: bears shorted it every day while the China factory was being built. "No profit, overvalued." They kept adding. Then it went from $40 to $400 in 12 months. They were shorting the construction site. The building opened anyway. $ASTS 🛰️

$BKSY won a seven-figure subscription contract with a new government customer for new and advanced Gen-2 mission applications. The initial one-year period-of-performance contract expands access to Gen-2 capacity, increasing mission value for the customer. With this agreement, BlackSky is leveraging our advanced, end-to-end architecture to deliver solutions that meet the customer's readiness and operational priorities. Read more: blacksky.com/press-releases…

Peak download speed 98.9 Mbps. From space. With our Block 1 satellites. Direct to a standard smartphone over international waters. No modifications. No new hardware. Next-generation satellites expected to nearly double these speeds! Built in Texas. Space-based cellular broadband. Connecting everywhere. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

Inside our new Midland facility, purpose-built for high-volume Micron production. Nearly 500,000 sq. ft. of manufacturing infrastructure in Texas driving automation and scale. Supporting production of up to six satellites per month, and a launch cadence of every one to two months on average.🚀 The largest commercial phased arrays ever to be deployed in low Earth orbit. Built in Texas. Connecting the unconnected with space-based cellular broadband. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

Many $ASTS investors on X/Twitter like to act like they are owed something & it’s never fast enough. I want to recognize everyone in these photos & behind the scenes for the 4/10hr days or more, probably missing family events & skipping vacations working to deliver direct to device broadband to unmodified devices. The people in these photos spend the majority of their time working on this mission for shareholders. Someday I hope to shake each a & everyone of their hands & thank them for the incredible work they do day in & day out. I am certain it’s stressful & challenging & appreciate them tremendously.

Today $BKSY reported Q1 2026 results. “With up to $160 million in new contract wins, we are rapidly growing revenues driven by the demand for Gen-3 space-based intelligence and AI services,” said Brian E. O’Toole, BlackSky CEO. “We are raising our guidance for the year based on strong year-to-date sales performance, in-year revenue visibility, and accelerated demand for best-in-class Gen-3 solutions in our pipeline.” Read more: blacksky.com/press-releases…

$ASTS: Why does anyone still take @TMFAssociates seriously? In the last few weeks, I've noticed a lot of chatter from both retail and institutional on the following two FUD claims: 1) AST doesn't know how to stack their satellites in a Falcon 9 2) There are no SpaceX launches for AST When you dig deeper, it appears that both claims came from @TMFAssociates both from his X account and at in-person conferences👇 March 19, 2026: Tim claims, "AST has discovered it doesn't know how to stack its satellites on a Falcon 9, so it will have to wait for New Glenn launch opportunities" x.com/TMFAssociates/… April 5, 2026: Tim claims, "LOL. Now remove all the F9 launches since they've been postponed for at least a year... #cluelesscult" x.com/tmfassociates/… What actually happens instead? On May 6, 2026, AST announces a launch of three BlueBird satellites onboard a Falcon 9 in mid-June, effectively disproving both claims from Tim. x.com/AST_SpaceMobil… I ask again: Why does anyone still take this clown seriously?

@SpencerHakimian the end is near

Oh boy

@PawlowskiMario Idiocracy

Good morning America 🇺🇸 Here is the reason why this country is failing, because Trump supporters are simply half-brained hypocrites from a Walmart University.

@stephenasmith pedophile friendships and folks who run cover

If the 2026 midterms were to take place tomorrow, what issue is top-of-mind for you heading to the polls?

@VladTheInflator Trump would fuck himself if he could

These kids during Trump's rant represent all of America

@Easton__Butler player-coach?

I recently spoke with Rasul, asked about a potential return to Green Bay and he called it home. I was told he was in talks with the Packers, Buccaneers, Bills and Commanders, with a price point, and Sul said "idk how accurate that is honestly". He also told me he doesn't know the "ins and outs until something is real is boutta get handled."

@BullandBaird circle?

You can’t comprehend how amazing what’s inside this circle is. I hope East Coasters never discover it.

Announcement: Mid-June launch of three Bluebird satellites aboard a Falcon 9 rocket.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 32 next-generation satellites at advanced stages of assembly to be ready for launch. Network deployment with a launch every one to two months on average. Space-based cellular broadband. Built in Texas. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

$BKSY won a nearly $30 million, one-year Assured contract from an international defense customer The customer rapidly scaled from a six-figure Early Access pilot program to a subscription deal in less than six months to meet an accelerated need for real time space-based tactical ISR capabilities. Read more: blacksky.com/press-releases…

@Mollyploofkins nah, putting him in prison will be far less expensive

Should taxpayer funds be used to build Trump's ballroom?

@RpsAgainstTrump 31 years in congress is enough (8 house, 23 senate). Please vote him out, South Carolina.

Senator Lindsey Graham says he’s introducing legislation to spend $400 million on Trump’s White House ballroom: “The sooner we get the ballroom built, the better it is for the country”

@gneitzel16 @itsmfrip @ESPNMilwaukee @WildeAndTausch "you can find kickers anywhere, because plenty of teams have" - please provide verifiable stats, in the NFL, in the last 3 years

@itsmfrip @ESPNMilwaukee @WildeAndTausch Hello! It's the aforementioned moron. Just because you draft a kicker, doesn't mean that kicker will work out. I don't think you need to draft a kicker, because 7/10 of the highest paid kickers in the NFL were UDFA's. So you can find kickers anywhere, because plenty of teams have

"I don't think you ever need to draft a kicker!" Do you like that the #Packers drafted Trey Smack?

@ESPNMilwaukee @gneitzel16 @WildeAndTausch is this the liver king's brother?