Dustin B🅰️iley

@ASTS_SpaceMob 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 ….am I doing this right??? 😎

I was just thinking this.. Why not just load up as many reliable Falcon 9s as we can this year? Even if it requires more capital, it’s worth every penny to get the constellation up asap. $ASTS

@OmniAeronautica Same number in their filings

$ASTS Questions for #SpaceMob: 1. Meaning of “Falcon 9 launch campaign”? 2. How many rocket emojis do you see?

@UmbrielCap @Yeah_Dave Thanks for the update! These active ETFs are an interesting vehicle in tax accounts Looks like the Mobs DD uncovered some great news for (10) Falcon 9 launches in 2026 🤯

@dirtydizzle514 @Yeah_Dave

Space ETFs are flooding the liquidity starved sector with a relentless bid. More ETFs still launching. $ASTS is now the top holding in $NASA, the largest space ETF. Buyers chasing pre-IPO $SPCX exposure are unwittingly buying tons of $ASTS, squeezing a record ~67M shares short.

Noticed this too. The CFO's language is key "enable us to launch UP TO approximately 45, with OPTIONS for approximately 60." That's contracted launch capacity, not aspirational guidance. They planned for 60 worth of launch capacity by end of 2025 which explains the Q4 2025 jump in F9 commitments in the SEC filings. No indication in the filings that these are restricted to a specific year. Launch capacity was never the bottleneck. Manufacturing cadence is. And with arrays completed through BB28 and BB11-33 in advanced production, the satellites are coming off the line. If BB40 is built in November and launches in January/ Feburary instead of December - does that change the thesis? No. The market is trading a 2-3month timing difference like it's a thesis-breaking event. It's noise. $ASTS is not a launch company. They're a satellite broadband company that happens to need rockets. The rockets exist.

$ASTS The biggest detail isn’t “10 launches.” It’s that AST’s SEC filings show hundreds of millions of dollars in future launch commitments, and those commitments appear far larger than what would be needed for only the publicly discussed launches. If that interpretation is correct, AST may have already secured enough launch capacity to execute an aggressive constellation deployment through 2026 and into 2027, well before Wall Street fully models it.

@markpoloncarz Teddy Roosevelt regularly staged boxing matches in the White House. He lost sight in one eye from a detached retina because he himself was fighting at the White House in one of these matches. And the Founding Fathers regularly dueled with pistols, one of them died doing so.

A hope, a dream, an anonymous parody account's late night digging into the NSSL: National Security Space Launch - the sidewinder missile that could rip the short thesis into pieces overnight. $ASTS

Because I’m not a loser, I mean “consultant”, and it actually matters whether I’m right or wrong, I do things like read SEC filings.

$ASTS shareholders today

“FOR THE BENEFIT OF EARTH” 👏👏👏@blueorigin @AST_SpaceMobile

We go where we need to be, and today that was @NASAKennedy. Some of my senior engineers and I spent time at @blueorigin with @JeffBezos and @davill, speaking with the workforce and seeing the damage at LC-36 firsthand. I appreciated the opportunity to hear directly from those working through the aftermath and better understand the challenges ahead. There is a lot of work to do, but this is exactly why people choose careers in aerospace, whether at NASA, Blue Origin, or across the industry. The talent in this field thrives under pressure and performs at its best when solving the toughest problems. We have been saying for months at NASA that we are not going to sit on our hands and wait for the capabilities necessary to achieve the nation’s most pressing objectives. We are going to take an active role alongside our partners, just as we did in the 1960s, to overcome setbacks, remove obstacles, and deliver the intended outcomes. @NASA is committed to helping the Blue team recover, continue to advance their lunar lander and get New Glenn back to launching as soon as safely possible. America’s greatest achievements in space were never the result of avoiding setbacks. They came from overcoming them. We have done it before, and we will do it again🇺🇸

United Launch Alliance successfully completed today's launch of the Amazon Leo 7 mission by the Atlas V rocket! All 29 advanced broadband satellites have been deployed into low Earth orbit, bringing the total number launched by ULA to 197. Atlas V has delivered the majority of Amazon satellites into space. Next up, Leo 8 with another 29 satellites in July. bit.ly/av_leo7

$ASTS Phew. What a Friday. Now that the dust is settling, a reminder for those still here. $ASTS is building something genuinely hard. The technology is hard. The carrier deals are hard. The manufacturing is hard. And yes, getting 2,400 sq ft satellites to orbit is hard. But getting it to space is the delivery step, not the product. Think of it like this - if you built the most advanced medical device in history and FedEx had a truck break down, you wouldn't question whether the device works. You'd find another truck. Blue Origin was one delivery truck. SpaceX Falcon 9, ULA Vulcan, and ISRO are the others. BB8-10 are on Falcon 9 next month. BB11-13 on Falcon 9 in July (pending official confirmation). Neither affected. Delivery matters - nobody is negating that. But a delayed delivery doesn't kill the thesis or diminish the value of what's being delivered. The product is the same whether it arrives in June or September. The destination hasn't changed. The timeline shifted. That's it. The truck broke down. The product didn't. Now let's get back to the part that's actually fun and is one of the real moats - the technology. @AST_SpaceMobile got granted a new patent this week. Published May 28. And it solves one of the hardest problems in satellite communications. $ASTS satellites move at 17,000 mph. Your phone connects to one satellite's beam but that beam is constantly sweeping across the ground. As one satellite passes overhead and the next one rises, how do you switch without dropping your call? On Earth, cell towers don't move. Your phone hands off seamlessly as you drive. With satellites moving at 17,000 mph, the "cell tower" itself is flying away from you. That's orders of magnitude harder. This patent describes an architecture where two satellites create overlapping coverage zones. Your phone maintains connections to both simultaneously during the transition. When the first satellite moves away, the handoff is already done. Zero drop. Zero interruption. Your phone never knows a satellite changed. @AbelAvellan is personally listed as an inventor. Here's why it matters as $ASTS scales. With 6 satellites, handoffs are rare. At 45, they happen every few minutes. At 248, every 30-60 seconds. Without seamless handover, more satellites means more dropouts. With this patent, more satellites means a smoother experience. That's why $ASTS calls itself a cellular network, not a satellite service. Your phone sees a cell tower. It doesn't know the tower is moving at 17,000 mph and just seamlessly handed you to the next one. 3,900+ patents. This is one of them. The delivery truck had a bad day. The product underneath keeps getting stronger. Stay focussed not obsessed! $ASTS 🛰️

All personnel are accounted for and safe. It’s too early to know the root cause but we’re already working to find it. Very rough day, but we’ll rebuild whatever needs rebuilding and get back to flying. It’s worth it.

“One way door decision”….. This is a small clip of the first/last statement Jeff mentions about one vs. two do decisions. They’re not changing the propellant 🫣 It’s worth watching the entire clip, also linked below. one of the best segments of the long form prodcast with @lexfridman youtu.be/VFwCGECvq4I?si…

There's two big challenges I see: 1. If this is a design problem they find, they've committed to a lot of hardware with few test flights, which could mean scrapping a lot of hardware or a lot of major changes - costly in time and material 2. If this is a process problem, this implies pushing things too hard and fast, and the to tolerances for errors in are low - also costly in time and material If this turns out to be another problem with an overwrapped composite helium pressure vessel, like falcon 9, it could be quickly repaired and fixed

Wow. Not good at all.

This hurts. I’ll never forget the feeling of losing Amos-6 on the pad and my heart goes out to the Blue Origin teams. It’s a sad day, but hang in there. You’ll root cause and get back to the skies even stronger, soon ❤️‍🩹

@blueorigin 's New Glenn just exploded during a static fire at LC-36. $ASTS is down 6% after hours. Before you do anything, read this. No $ASTS satellite was on this rocket. This was a test firing with no payload. BB8, BB9, BB10 are launching mid-June on a @SpaceX Falcon 9. Different rocket. Different pad. Completely unaffected. The most important near-term catalyst hasn't changed. The 45-satellite target for 2026 does not depend on New Glenn. ASTS can hit it on Falcon 9 alone. What IS a legitimate concern: $ASTS wanted multiple launch providers to avoid depending on @SpaceX - who is also their competitor. New Glenn being grounded again means more reliance on @SpaceX for future launches. That's not ideal but it's manageable. ULA Vulcan and ISRO remain alternatives. What IS NOT a concern: the next launch, the constellation timeline, or the fundamental thesis. Nothing about tonight changes the $740B D2D TAM, the carrier JV, the EU sovereignty decision, or the SpaceX S-1 repricing. Algo and some retail will see "Blue Origin explosion" and panic-sell $ASTS because of the BB7 association. That's emotion, not analysis. The thesis hasn't changed. The June launch hasn't changed. Breathe. $ASTS 🛰️

GRAND SLAM OVER THE GREEN MONSTER FOR RONALD ACŨNA JR. 💥

Same vibes 🚀😎🍻 $ASTS @spacanpanman