Torterra
64 posts
$ASTS Biggest TAM is D2D. To get a leader in the space at a ~37b market cap is an insanely assymetric opportunity.
As in, there’s virtually no chance AST loses you money the next 12 months and beyond. The upside is 50x your money.
That’s a bet you can lever infinitely. NFA*
THE SP🅰️CTATOR@The_SPACTATOR
$ASTS: CNBC Interview Gwynne Shotwell President & COO $SPCX Morgan: Starlink Mobile, how big is that opportunity? Gwynne: I think that opportunity is huge. If you were to look at numbers of subscribers, I think Starlink Mobile will far exceed Starlink broadband in the home.
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@endless_frank I bought on margin in anticipation today but got stopped out. Back to holding sad 😢
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$ASTS If the shorts don’t cover today they’re in for a rude awakening because whoever held through today isn’t selling for a very long time.
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$ASTS LOOKING NICE AND STILL UNDERVALUED BEFORE SPACEX IPO $SPCX
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@endless_frank Too many people saying it's going to moon on SPCX ipo means it won't lol 😂
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$ASTS I’ve never seen fraud be this obvious before.
No investor comes out at 7am and 8am selling stock like this. Even if they want out they wouldn’t sell when volumes are this thin.
The only shops doing this are the desperate ones stuck in a 6 billion dollar short position.
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$ASTS I’m sure it’s not complete manipulation that somebody decided to sell more than 25 million dollars worth of stock in the last half hour at 7am.
Whoever you are doing this, none of us are leaving until well after you’re bankrupt. At least, speaking for myself, I’m not.
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@corey407woc I think launch is already priced in now.
Only New DA/MOUs, golden dome contracts and shipment will move the stock!!
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@endless_frank this month we'll see if manufacturing is truly scaled up or not
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$ASTS Would be smart for the company to have and announce batch 2 ready to ship on Wednesday next week as the launch of batch 1 occurs.
IYKYK
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$ASTS 🚀🛰️ $100 isn’t a wall. It’s an invitation.
Only 62,089 shares ($6.1M) stand between ASTS and triple digits.
With launch days away, institutions accumulating, ETFs buying, and SpaceMob refusing to budge…
The real question isn’t who is buying.
It’s who’s still willing to sell. 👀🔥🇺🇸
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@spacanpanman Puts BB7 in the wrong orbit while celebrating their booster landing. Then they blow up their own rocket during testing.
We need to stay the fuck away from Blew Origin and only launch with Daddy SpaceX. Unless they are giving us free launches.
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@endless_frank I saw a lot of ASTS tweets today which puzzles me. why buy AST when you can soon buy SpaceX? is AST's satellite network better than Starlink?
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$ASTS People are starting to realize this is internet 2.0, soon they’ll realize who the direct to device leader of internet 2.0 is.
Insane that AST isn’t rallying and is down 36% in 8 trading days, but I guess it doubled before that.
IPO Newsroom@IPONewsroom_
JUST IN: THE SPACEX $SPCX IPO IS REPORTEDLY APPROACHING 4X OVERSUBSCRIBED Investor demand has topped $250B for what's set to be the largest IPO in history, as per Reuters. And it may be moving the entire market: - Demand: $250B+ ($75B target) - Oversubscription rate: 3.5x-4x - Long-only funds submitting sizable orders - Pricing expected Thursday afternoon - SpaceX execs hosting 300 institutional investors at a Morgan Stanley lunch today - Musk briefly joined some investor Zoom meetings during the roadshow Some analysts are speculating the broader market retreat (Nasdaq lower, BTC 37% below its January high) is partly driven by SpaceX buyers selling assets to participate.
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HOW TO LOSE $69K ON $ASTS IN 2 TRADING HOURS 🤦♂️
Tinderboxman@tinderboxman
My $ASTS 200k+ put position: I believe the market is understating the impact of New Glenn delay + comp to Starlink
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@tinderboxman I don't believe you, this has to be a paper trading account
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@tinderboxman Why post, obviously they clown on you if you are wrong but will stay silent if you are right. You don't gain anything.
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I'm ngl, you guys are pretty hilarious in the comments 😂
Definitely not the best time to buy weeklies as the management releases launch date
Will assess damage at open
I'll post an update.
$ASTS
Tinderboxman@tinderboxman
My $ASTS 200k+ put position: I believe the market is understating the impact of New Glenn delay + comp to Starlink
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@AST_SpaceMobile please also announce shipment soon!!!!!!!!!!!!!!!!!
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AST SpaceMobile Announces Launch Date for BlueBird Satellites 8, 9, and 10
businesswire.com/news/home/2026…
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@endless_frank it seems priced in so far in premarket but HUGE regardless, let's see in market hours.
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$ASTS I thought Elon wouldn’t give us a launch date until post IPO.
Elon wants to advance everything Space. People need to stop thinking otherwise.
June 17th launch. Let’s go! 🅰️🚀🚀🚀
AST SpaceMobile@AST_SpaceMobile
AST SpaceMobile Announces Launch Date for BlueBird Satellites 8, 9, and 10 businesswire.com/news/home/2026…
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@LeoCapital_01 don't they launch after Globalstar because they are occupying the pad or something?
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Updated Falcon 9 schedule from Cape Canaveral - Starlink on June 12, Globalstar on June 20. Gap in between.
$ASTS BB8-10 hasn't appeared on the manifest yet but all 3 satellites are at the pad. That June 15-17 window between missions is looking very real.
Waiting on static fire confirmation. When it shows up on this list, it's go time. 🛰️🤞
Brian Basson@BassonBrain
Upcoming @SpaceX Falcon 9 launches (updated): June 10-20 🚀🛰️ - Wednesday, June 10 | 24 Starlink (Group 17-44) satellites | Vandenberg SFB, CA | 7 a.m. PDT - Friday, June 12 | 29 Starlink (Group 10-54) satellites | Cape Canaveral SFS, FL | 8.27 a.m. EDT - Sunday, June 14 | 24 Starlink (Group 17-54) satellites | Vandenberg SFB, CA | 7 a.m. PDT - Saturday, June 20 | Globalstar 2-R Mission 1 | Cape Canaveral SFS, FL | 2.39 a.m. EDT source: NSF, SpaceX
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SpaceX $SPCX is IPOing on Friday, and AST SpaceMobile $ASTS is sitting at $91 with a $35 billion market cap.
This was definitely not on my bingo card.
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@SpacBobby hopefully they don't delay more and allow SpaceX to catch up.
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$ASTS - Roth Capital note this morning on AST SpaceMobile having a roughly two-year head start on the D2D market versus Starlink! 😎
Roth Capital analyst Scott Searle says that while SpaceX's (SPCX) space and satellite operations offer attractive economics and "validation of various communications opportunities," the "reality of SpaceX has on occasion veered into the absurd." Calix (CALX) is the "direct beneficiary: of SpaceX's Starlink as the constellation lacks both capacity and experience capabilities, but is accelerating a terrestrial competitive upgrade cycle, the analyst tells investors in a research note.
On direct-to-device, Roth believes AST SpaceMobile (ASTS) has a "better mousetrap, a roughly two-year head start, and a powerful" mobile network operator partner channel relative to Starlink. The firm also believes Gogo (GOGO) is positioned to benefit from Starlink's limited in-flight connectivity penetration as well as its "underappreciated" spectrum holdings. Starlink is not a real threat to fiber solutions, Roth contends. The firm argues the physics of the satellite constellations favor less dense suburban and rural environments.
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@Defiantclient2 @OQTEC Wtf this is real company blocking people??
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$ASTS: Instead of offering a rebuttal against my comment, @OQTEC is unable to handle the truth and blocks me instead. 😂
Kevin Chen@Defiantclient2
This article is misleading as the first European sovereign demonstration of D2D was already done earlier by Satellite Connect Europe with @VodafoneIreland. They also completed an actual HD video call, not just texting or voice recordings. In the D2D world, texting is a commodity. rte.ie/news/business/…
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