THE SP🅰️CTATOR

$ASTS: President Trump filed a new Periodic Transaction Report today disclosing 2 separate purchases of AST SpaceMobile (ASTS) in amounts between $1,001-$15,000 in March 17th. Hopefully this is the start of many more future purchases.

$ASTS to expand manufacturing even further in Midland on 23 acres beside the site 1 headquarters Set to exceed 1,800 workers as part of the agreement & build at least 400,000 sq ft facility Nearly doubling their existing footprint

$ASTS ✨ Another milestone for AST SpaceMobile's manufacturing expansion. 🚀 The Midland Development Corporation (MDC) announced that its Board of Directors will consider an Economic Development Agreement with AST SpaceMobile on July 20. The proposal includes: • Expansion of satellite manufacturing at Midland Spaceport Business Park • Approximately 1,800 direct jobs • Around $150 million in taxable capital investment • Performance-based incentives According to MDC, the project is expected to strengthen Midland as a hub for space, defense, and communications technology while supporting long-term regional economic growth. Note: This is a proposed agreement that will be considered by the Board on July 20, not a finalized approval. linkedin.com/posts/midland-…

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

$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: FCC Chairman Carr on Direct to Device technology on Bloomberg Tech. He mentions AST SpaceMobile twice in this segment. “But also, Amazon is looking to do it, AST SpaceMobile is looking to do it. So, we want every single competitor in this sector to do well.”

BlueBird 11 arrives at Cape Canaveral. BlueBirds 12 and 13 will be following shortly. Next stop, orbital launch in the first half of August.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 Execution in motion. Manufacturing at scale. Built in Texas. Broadband from space. A market we invented.  🌎📶📱🇺🇸 #ASTSpaceMobile #Broadband #ConnectingTheUnconnected #BlueBirds

$ASTS $SPCX $AMZN $META: 🚨Vinod Samarawickrama, Global Program Head of Network Infrastructure & Ecosystems - VAMOS & OCASO shares an update on @Meta's work with satellite systems. 👇 " One of the most rewarding outcomes has been the trust we’ve built with our telecom partners, technology providers, and now the emerging satellite ecosystem. That trust continues to fuel innovation and enable us to solve increasingly complex challenges together. This year has also opened exciting new frontiers. From VAMOS for Satellite, working alongside @Starlink, @AST_SpaceMobile, and @AmazonLeo, to AI-powered engineering tools that help our teams and partners automate workflows, troubleshoot faster, and scale innovation, we’re building the foundations for the next generation of communications. Looking ahead, we’re excited to: • Expand HD Calling, Messaging, and Meta AI experiences. • Scale VAMOS for Satellite to enable seamless terrestrial and satellite connectivity. • Leverage AI to accelerate network optimisation and engineering productivity. • Support the continued growth of @WhatsApp for Business through enhanced reliability and user experiences. • Continue creating value for our telecom and satellite partners while enabling sustainable user growth and future platform monetisation. " linkedin.com/posts/vinod-sa…

A document released by CIAJ as part of the J-Leo decision awarding it to Rakuten/AST Spacemobile $ASTS Implies there is some additional housekeeping before a formal start of the grant begins in Mid July Also implies there may be continued funding after 2029 Clearly lays out the $900m+ with matching investment (~$2b total) is for 1. Satellite procurement 2. Satellite launch 3. Ground equipment soumu.go.jp/main_sosiki/jo…

$ASTS x $TMUS: 🚨T-Mobile Appoints Chris Sambar Chief Enterprise Officer and Evolves Leadership Team to Advance its Next Era of Strategic Growth and Innovation WELCOME B🅰️CK TO TELECOMS @chrissambar 🤝 businesswire.com/news/home/2026…

$ASTS: Guillaume Lebrun, Head of Regulatory at Satellite Connect Europe, conducts an excellent presentation from around ~12:00 to ~35:46 of the linked video. Key Takeaways: + Explained ASTS 101: Large phased arrays required for D2D to unmodified phones, advantages of transparent "bent pipe" architecture to maintain data sovereignty, G-agnostic compatibility without upgading the satellites, use of low band + mid band + MSS spectrum strategies. + 🚨 CONFIRMED that the recent ~98.9 Mbps peak download speed via Block 1 was conducted on a 10 MHz up + 10 MHz down channel, which means they demonstrated a staggering peak spectral efficiency of ~10 bits/Hz, far exceeding the previously publicized number of 3 bits/Hz. + Note that they promote 3 bits/Hz for commercial service. The 10 bits/Hz was peak performance over specific conditions with Block 1. + @AST_SpaceMobile was on track for continuous coverage by year end (45 to 60 satellites) until the @blueorigin pad explosion. + 🚨Going forward, Satellite Connect Europe says they will mainly use @SpaceX for launches in the coming months. Mentioned already having alternatives as well. + Delay to continuous coverage: We are not talking years, it is by next summer. Presentation Slides: anfr.fr/fileadmin/Atel… 1/7 🧵

$ASTS: NATO Summit Defence Industry Forum is tomorrow July 7th in Ankara Türkiye. High-level announcements of national, multinational and industry-led agreements, deliverables and initiatives will be announced and hopefully Satellite Connect Europe will also make an announcement.

Execution in Motion BlueBird 11 is on its way from Midland to Cape Canaveral ahead of next month's orbital launch. BlueBirds 12 and 13 will follow soon. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 Production continues through BlueBird 38 in Texas. Build. Ship. Launch. Repeat. Execution at scale. 🌎📶📱🇺🇲 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

250 Years. One Relentless Spirit of Innovation Now extending it beyond Earth For two and a half centuries, America has been a place where bold ideas take flight. We are proud to continue the tradition - building what has never been built before: the world’s first space-based cellular broadband network to connect directly to everyday smartphones. Together, we are working to build a more connected America, and a more connected world.  🌎📶📱🇺🇲 Built in Texas. Broadband from space. A market we invented. #FourthOfJuly #America250 #MadeInUSA #ASTSpaceMobile #ConnectingTheUnconnected

Decided to take a day away from the US markets and do some sight seeing in London. With my new Rocket Lab phone, dead zones have now become a thing of the past $ASTS $RKLB

Vodafone Ireland and the Irish Government test satellite technology to keep emergency services connected vodafone.com/news/newsroom/…

$QS: 🚨Battery start-ups see ‘crazy’ demand to smooth power surges in data centres Volkswagen-backed QuantumScape, a solid-state battery developer originally focused on EVs, said it was in talks with data centre equipment companies about supplying its technology. Chief executive Siva Sivaram told the FT that the data centre market “clearly” offered better margins and could help the company reach profitability sooner. I am still expecting a @QuantumScapeCo deal for data centers some time this year. 🤝 h/t: @K_holdings_ + @The_SPACTATOR ft.com/content/55c10e…

$ASTS: 🚨 AST SPACEMOBILE IS ANTICIPATED TO PARTNER WITH GRAIN MANAGEMENT TO DEPLOY NATIONWIDE 7 MHz UP + 7 MHz DOWN 800 MHz LOW-BAND SPECTRUM The 800 MHz licenses that Grain is acquiring (817–824 MHz paired with 862–869 MHz)—a valuable source of paired, broadband-ready, low-band spectrum have been underutilized in recent years. Final selection of D2D partner is due by year end. No, it can’t be Starlink because Starlink isn’t compatible with low band and will not meet the buildout requirements in the required timelines. Starlink uses mid band.

🚨🚨 BREAKING NEWS🚨🚨 @FCC approves Grain & TMobile spectrum swap and enables Grain to meet out 800mhz build out requirements with D2C for quicker service availability for US consumers! Well done FCC & @BrendanCarrFCC for enabling the US to lead this groundbreaking technology docs.fcc.gov/public/attachm…

Japanese government will invest $922 million into Rakuten's joint venture with AST SpaceMobile amid Asian governments' anxiety over reliance on Starlink. Read more on Light Reading: bit.ly/3QQdphG

17 days ago, I brought J-LEO to X's attention, and today $ASTS won it ;) x.com/DaMadMonk_/sta… TY @itmedia_news