bob gel

@StockSavvyShay Now the only question is, will this be followed by a dilution announcement? Makes sense into the hype

$ASTS is backing a U.S. carrier satellite-connectivity venture with $T, $TMUS & $VZ to help close mobile coverage gaps nationwide. The goal is direct-to-smartphone satellite service without extra hardware with AST positioning itself as a key space-based connectivity layer.

$ASTS: AST Space Mobile today commends the announcement by AT&T, T-Mobile, and Verizon to form a joint venture to extend mobile connectivity for wireless customers by using satellite-based, direct-to-service technologies. The proposed collaboration by the three largest U.S. mobile network operators is expected to accelerate the technical integration, enhance customer experience, enhance coverage and help eliminate dead zones across the United States in partnership with the entire wireless industry.

$ASTS 🛰️Good morning bulls.☕️ 56.5M shares short. 21.3% of the float trapped. The fuse is lit. 💣🛰️🔥

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 🛰️

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

$ASTS is trading at $72.96/share, with a market cap of $28 billion. For that value, you get a company with: -$3.5 billion in liquidity, fully funded for 100 satellites -60 MNO partners globally serving over 3B subscribers -The largest, most powerful satellites in low earth orbit -Over 500,000 sq. ft of manufacturing space dedicated to production -95% vertical integration and 3,900 patents/patents pending -Full FCC regulatory authority for supplemental coverage from space for up to 248 satellites -Selection for Golden Dome -Dual-use capable satellites that perform government, military, and civilian communications and non-communication roles -The only satellites proven capable of D2D broadband speeds from space -FirstNet and Emergency Services partnerships I just realized that I am not bullish enough

$ASTS GOLDEN DOME ISN’T JUST ABOUT MISSILE INTERCEPTORS. IT’S ABOUT BUILDING A SPACE-BASED SENSING, COMMUNICATIONS, TRACKING, AND DATA NETWORK AT GLOBAL SCALE. That is where @AST_SpaceMobile starts becoming extremely interesting. Most people still look at AST only through the lens of consumer direct-to-device cellular service. But the U.S. government is openly signaling something much larger now: a persistent, resilient, proliferated space architecture capable of tracking, communicating, processing, and coordinating across thousands of assets in real time. The Congressional Budget Office estimate being discussed here is staggering because it reveals the true scale of what Golden Dome may ultimately become. A constellation measured in thousands of satellites is not simply a weapons program. It is an orbital infrastructure buildout. AST already possesses several characteristics that align directly with this future: • Massive phased-array technology proven in orbit • Extremely high power generation capability on spacecraft • Broadband connectivity directly to standard devices • Advanced beamforming and software-defined network architecture • Global cellular spectrum relationships and regulatory positioning • Vertical integration and large-scale satellite manufacturing capability • Existing relationships with AT&T, Verizon, Vodafone, Google, and government entities • Prime contractor status under the SHIELD/Golden Dome ecosystem That last point is important and underappreciated. AST was not randomly mentioned in defense discussions. The company was officially announced as part of the Missile Defense Agency’s SHIELD initiative through a prime contractor award structure. That immediately elevated ASTS from “commercial space telecom startup” into a company now operating adjacent to next-generation national defense architecture. The market still largely prices AST as if it is only pursuing rural cellular coverage. But Golden Dome concepts require exactly the kinds of technologies AST has spent years developing: persistent low Earth orbit coverage, large deployable arrays, resilient communications, distributed sensing, space-based networking, and massive power availability on orbit. And once you begin discussing constellations potentially costing hundreds of billions over decades, the valuation framework for companies participating in that ecosystem changes dramatically. This is why many investors believe AST is evolving into something much larger than a telecom company. It increasingly resembles critical infrastructure for the next era of space-based communications, defense, sensing, AI distribution, and sovereign network resilience. The Business Wire release is worth reading carefully because it confirms AST is already inside the conversation: businesswire.com/news/home/2026…

Breaking: Trump's Golden Dome will supposedly cost $1,200,000,000,000 The space layer alone needs 7,800 satellites... That's 6x what he promised 5 stocks worth watching if the Golden Dome goes through: • Planet Labs $PL *Eyes in the sky. Images the entire Earth daily for the U.S. military • AST SpaceMobile $ASTS *Government and commercial dual-use satellite network • Rocket Lab $RKLB *Rocket company turned missile-tracking satellite builder • Redwire $RDW *Makes the hardware that goes on defense satellites • Firefly Aerospace $FLY *Selected by Space Force to help build the interceptor layer in orbit

$ASTS You have so much more to lose by shorting and selling this stock then just holding. With such a high percent of float being shorted and how volatile this stock is off of good news it’s just a ticking time bomb for a short squeeze off of a positive catalyst. Keep in mind it rallied 20% off of earning expectations alone, think about when sats get in the air… your best bet is to simply buy shares and hold. I’ve seen this time and time again it’s just a matter of time before it shows.

FCC Chairman just approved $40 billion in D2D spectrum deals. Named $ASTS and @SpaceX as the two companies leading America's D2D future. Everyone is debating if this is good or bad for ASTS. Simple version for retailers: @SpaceX bought their own highway -- 65 MHz of owned spectrum. ASTS rents lanes on AT&T and Verizon's highway -- 700/800 MHz already in every phone on Earth. Different models. Both work. SpaceX sells direct to consumers. ASTS sells through carriers. Like how wireless has both Verizon (retail) and American Tower (infrastructure). Both are $100B+ companies. What bears are missing: AT&T and Verizon don't want to depend on SpaceX -- a competing wireless network -- for satellite connectivity. They want an independent partner they control. That's why they're equity investors in $ASTS and NOT in SpaceX D2D. Also buried in today's news: AT&T acquired 50 MHz of new spectrum including 600 MHz low-band -- same family as the 700/800 MHz ASTS uses. A stronger AT&T = a stronger $ASTS . Now the valuation that should stop you scrolling: SpaceX paid ~$25-30B for 65 MHz of D2D spectrum. Just the spectrum. No satellites for it. No service until 2028. $ASTS entire market cap: ~$27B. For the same price as SpaceX paid for a piece of paper, you get: 6 satellites in orbit, 33 in production, 98.9 Mbps proven, 248-satellite FCC authorization, 60 carrier partners, $3.5B cash, 3,900 patents, three new government contracts, factory at scale, and a mid-June launch on Falcon 9. SpaceX paid $27B for future spectrum. $ASTS IS the future -- for $27B. The FCC just told you both will coexist. The valuation says one is mispriced. $ASTS

@axios @grok is this confirmed

Exclusive: U.S. and Iran closing in on one-page memo to end war, officials say axios.com/2026/05/06/ira…

@SmallCapScience As soon as the compliance is resolved, that will allow more to invest. I would assume institutions and funds have rules against buying non-compliant stocks? When the 10-k is accepted by SEC they can remove from list and it's go time

$EONR under $1 makes no sense to me. It's a $40M MC Stock that will do $40M+ revenue ($100 Oil) this year while doubling production yearly for the next 3+ years. $2+ by EOY... 📈

$EONR BURN THE SHORTS DROP NAPALM !!! THEY'RE ALL HIDING IN THE DARKPOOL, BUNCH OF CRIMINALS

$EONR IMPORTANT POINTS OF THE CC 1- They expect 300 to 900 bped/day (35% for $EONR) from the first three weels mid July. 2- Max 10M shares Dilution If they find a good acrreditive deal. (Good dilution) Vast majority of needed funding will come from Debt not dilution. 3- All the 92 New Weels are unhedge and will be sold at the price of the market. 4-End Q4 2026 they expect total production of 2500 bped ( 1000 to 1500 unhedge) 5-2025 10K Missing is coming in weeks , not an issue 6-CEO say a PR will come every mounth with result of the Weels Stock is going down because Short need to cover low. They will push it down as long as we don"t have a huge PR with thre result of the first three weels.

$EONR Guidance + Well updates are the key points to look for today

$EONR BROKEN 4HR RESISTANCE...

🔥🔥📊 Today's Pick: $EONR EON Resources, Inc. is a company engaged in the acquisition, development, exploration, production, and sale of oil and gas assets in the Permian Basin. Recommendation: Short-term trend is bullish; poised for a breakout; hold for higher returns.

@asklivermore $EONR is the play.

$EONR, sitting undervalued at $.78 already, Fiscal earnings in a few hours time and they have done everything right and had a fantastic year. Mike the PA for $EONR says they cant talk about the earnings but made out its good at the same time Brent going one way. Bag a bargain