Ben R🅰️tcliffe

@David_Tracey @Reformed_Trader @Norseman1 I must have got lucky and not followed those plays haha

@benrattyio @Reformed_Trader @Norseman1 Oh there’s been a few lol

I can name two large accounts that traded this correctly. That’s it just two. If I missed any let me know. Shout out to these two. @Reformed_Trader @Norseman1

@redrum_2001 @thekookreport @spacanpanman Rated 5* I make use of the spotify podcasts all the time!! Thank you for continuing to upload them :)

$ASTS - Attention Sp🅰️ceMob In order to take the AST SpaceMobile Podcast to the next level, I need your help. If you’ve been enjoying @thekookreport @spacanpanman or AST earnings calls, take 30 seconds to rate the show in your app of choice. It might seem like a small thing, but it’s the fuel that helps our signal reach new corners of the galaxy. High ratings tell the algorithms that the SpaceMob is a force to be reckoned with, helping us climb the charts and bring even more people into the fold. Spotify: Hit those 5 stars on the main show page. Apple Podcasts: Leave a quick review, you need to scroll down a bit (even just a "Go SpaceMob!" helps). Do it now. Thanks 🙏 pod.link/1832680690

@Reformed_Trader @David_Tracey @Norseman1 I genuinely think I'm yet to see you make an incorrect call throughout the entire time I've been following you Reformed. Thank you for continuously sharing your thinking. You've helped me and a lot of others make some good gains!

@David_Tracey @Norseman1 Right back at ya!

@techinvestoor The Jim Cramers of the AST community

$ASTS Remember when Valuations and Philip Lyle and Sprite Franklin all got bearish at the bottom? Every Single Time

@MambaHarveyInc @nogood360 @BobbyCross1 @spacanpanman Bro flipped out because he got proved wrong. Enjoy your alpha kid

@nogood360 @BobbyCross1 @spacanpanman Luke. I don’t care about followers. Likes. Impressions. Or anything but making money. And I make a lot of fucking money finding alpha on this platform. Interacting with you is beneath me.

$ASTS: The pieces are falling into place Google is a strategic investor Apple is testing with AST Meta is testing with AST STAY FOCUSED™️

$IONQ management have always given me serious pump and dump vibes through the sheer amount of businesswire updates they churn out. Some stuff might be important, but a lot of them are things that isn't really necessary or relevant to the overall thesis, or could have just been mentioned elsewhere such as a blog. Like check this update: businesswire.com/news/home/2026… Why the hell do they need to PR they have got an ISO certification? These are things that should be business as usual and just expected from a company their size. IMO it's all just noise. They know Quantum is like 10+ years away and are trying to create constant news to stay relevant and to always have a source of funding to tap.

In all seriousness, I’m not touching quantum until they all come back to valuations that reflect the true duration and state of the technology's effectiveness (which is currently NOT effective). When I was an OG $IonQ investor, I believed the “quantum is now” story, which was constantly put out by management; I’ve discussed this extensively, so I won’t repeat that part. On the premise that quantum gets going in the 2030s, I would wait for bottom basement valuations on IonQ, Quantinuum (also embedded deep in U.S. National Labs and DoD), and others perhaps Infleqtion $INFQ and PsiQuantum if they IPO. I would buy a bit of each. The notion that IonQ and Oxford Ionics are ahead of anyone right now turned out not to be true. Additionally, although I seldom reply about quantum threads these days because most of the people who discuss IonQ have blocked me for a long time, there is repeatedly this idea people bring up that because the govt and DoD invest money in quantum that this is bullish. The fact is that this has been going on for literally decades. Intelligence, DoD, and National Labs have been involved in quantum and QIS since the 1990s. The first CEO of IonQ, David Moehring, was a literal CIA spook, coming out of intelligence-linked quantum programs and serving as IonQ’s CEO starting in 2016. DoD is all over IonQ and always has been. The only bullish thing will be when they sell a QPU that does something useful. And that goes for all of the companies. IonQ was the very worst offender of the quantum companies in hyping and lying. I’m willing to forgive them later, I guess, if they really wow us and accept the premise that it’s an R&D company, but I also know full well that Monroe is saying it won’t work for 5 more years at the very least "better than his laptop" (he literally said this) and that there are a lot of other companies that can have breakthroughs. That’s the reality. Would I buy IonQ again as a lotto on quantum at $10? Maybe, but I think all the evidence shows that this is an open race. Also all the acquisitions show how desperate they are to acquire tech to have revenue and try new approaches to make the QPUs work because they currently don’t really work for much at all. I also have to say that the whole hype IonQ has done to pivot about the quantum internet is confusing to me because it’s still very much dependent on being ready for a world that doesn’t exist and you don’t need physical hardware to have PQC or quantum safe security, you do need QPUs that work currently at a level that simply doesn’t exist to even be a threat however. Monroe said decades away to break current encryption and there are already solutions on the shelf that don’t even require physical QKD to my understanding (this is literally on the NSA website). The point of IonQ has been to have a govt adjacent research shop that can fund itself at the expense of public markets to do R&D and has succeeded brilliantly at that goal, good job Niccolo, without keeping any of those promises yet about things they said would work many times. The real signal will be when a private sector customer buys a QPU because it actually does something useful and pays for it with real cash, not IonQ paying them in shares to “buy” it, not a government lab buying it for R&D, not a pilot, not a demo with a toy problem paper attached. A real enterprise use case where the economics make sense today. That’s when it’s investable at scale.

@TvddSpaceCadet @thekookreport He applauded the hiring of Jennifer Manner. That was one of the biggest stand out positive tweets I can recall.

@thekookreport Is that the most positive tweet he ever posted about $ASTS?

$ASTS

Babe wake up… Phillip Lyle v2.0 just dropped

@blueorigin @AST_SpaceMobile

NG-3 Update: We're targeting launch of the @AST_SpaceMobile BlueBird 7 satellite for no earlier than Friday, April 10.

@NomadBets @LuckyStuey @CatSE___ApeX___ This guys posts come across as prime schizo posting. His brain is probably cooked from years of poker & substance abuse

$ASTS @LuckyStuey : " @CatSE___ApeX___ blocked me simply because we disagreed about the position of the Controlsat 😥" Also Stuart over the course of three weeks:

@tottaway22 @jusbar23 Hell yeah! Thanks for sharing

@benrattyio @jusbar23 It’s about the PSUs

$ASTS What happened tonight is so good IYKYK

@gavmac12 Great news Gav! Keep at it 😎

🚨 MAJOR MILESTONE ALERT 🚨 Today my hips were upgraded from 2/5 to 3/5, meaning I can move them against gravity. My quads are starting to turn on again too, was able to do some assisted leg presses at physical therapy today. I appreciate everyone’s prayers & positive messages

Design 2 -

$ASTS - Spacemob I need your help! I'm making a collectible from my cap and badge from the Block 1 launch and I can't decide which design to go for. I'm opening up a poll and leaving it to the mob to decide!!

Design 1 -

TELUS and AST SpaceMobile Partner to Bring Space-Based Cellular Broadband Connectivity to Every Corner of Canada businesswire.com/news/home/2026…

@NomadBets @AST_SpaceMobile Thank you for your work maintaining this list Nomad!

$ASTS @AST_SpaceMobile has announced many more partners ahead of the last earning call and with that I think I've been able to figure out 50 of their current Mobile Network Operators under MoU or DA. This corresponds with the company's guidance and totals to 2.96Bn subscribers eligible for D2D service, or 33% of the global mobile subscriptions. Abel mentioned they were "just shy of 3bn subscribers" so I think I got 99% of them. We were able to add: Sunrise (Switserland) Taiwan Mobile (Taiwan) America Movil (South America) Altan (Mexico) Spark (NZ) SBIN (Benin) Telus (Canada) Singtel (Singapore) 3Group (CK Hutchington) (EU&UK) Paratus (Namibia) TPG (Australia) Amtel (Somalia) Starlink has made public more of their MNO partners too. They made 14 out 35 claimed partnerships public, reaching 635 subscribers. A few companies such as OPTUS and Globe seem to be betting on both horses as they appear on both AST and SL's presentations at MWC'26. All MNOs have been made public one way or the other by the companies. I have not added rumours or otherwise. All company subscription counts have been taken manually from full year reports, if possible, but could be outdated from 2024-2026. I'm not doing this shit every year.

@ccncdota2 You were genuinely my favourite panellist this dreamleague Quinn & I don’t think you need to change anything to improve! I always appreciate the depth and insight you provide & the memes/banter with the panel made it a very enjoyable watch. I’m looking forward to Birmingham!

Thanks to everyone who made dreamleague possible. Any critique or comment about my paneling is greatly appreciated I just want to get better.

Please, Iran, we beg you. Whatever you do, definitely do not destroy our top-secret, most valuable nuclear facility. We would not survive as a nation if you destroyed this building 💔