Endless Capit🅰️l

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Endless Capit🅰️l

Endless Capit🅰️l

@endless_frank

**Nothing I tweet is investment advice**

Katılım Mayıs 2015
1.2K Takip Edilen33.5K Takipçiler
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
$ASTS Updating my pinned tweet from Feb 1 2025 as timing, numbers and outlooks change. This is the most specific I’ve ever been on price and time. I see $150 in the next couple of months and possibly $250 by mid 2026. That’s a roughly 92b mkt cap and is in line relative to the 400b to 1.5T jump Space X is making from Q4 of this year to early Q3 of 2026 when they will likely IPO. My max upside price target in a perfect world with perfect execution on all fronts and commercial services starting nationwide by early Q2 with the EU and Japan coming online by early Q3 is in the $750 range by year end 2026. They’ve raised a ton of money since I posted on Feb 1 so the $960 target looks a little foolish at this point and wanted to be more accurate. Scott did confirm the longer run margin rate would be around 90% so that confirms what I said 11 months ago below. Bottom line, it’s still so early. You can’t have Starlink doing 24b in revenue next year with hardly any direct to device services running and think the opportunity isn’t huge for AST with all the MNO partnerships they have. Analysts are grossly under forecasting what revenue will look like 1, 3 and 5yrs from now. GL to us all. 💪🏼🚀🚀
Endless Capit🅰️l@endless_frank

$ASTS Just did some math. Believe this is a 160b to 240b company by year end 2026 as they’ll have full U.S coverage by sometime in the back half of 2026. In share price terms that’s $640-$960. 150 million phones at $5/month is 9b revenue with 90% margins so ~$8b net profit. Put a 20-30x multiple on that and you get to 160-240b mkt cap.

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Deryk Everett
Deryk Everett@Derk_Everett·
@endless_frank You don't build out the capacity for 12+ satellite builds a month when you only need two or three hundred for communication unless you're selling significantly more
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
$ASTS Must read. You’re not bullish enough. Jokes aside, I’ve been loose with my words here lately, trying to keep the mood light while being down over 10 million for the 2nd time since October. Obviously up more than down, but can stomach it bc I know what I own. Read. 👇🏼
BO🅰️ CAPITAL@DrOllie1979

$ASTS When you break this down in simple terms, it starts to make a lot of sense. Blue Origin just filed for a massive constellation of 51,600 satellites to support space-based computing. Separately, concepts like “Starcloud” say you need around 4 to 5 gigawatts of total power in orbit to run something like a space data center. So if you divide that total power across 51,600 satellites, each satellite would need to generate roughly 75 to 100 kilowatts of power. That’s the key number. Now here’s where AST comes in. Their BlueWalker 3 satellite was already producing around 30 kilowatts, and their newer BlueBird satellites are significantly more powerful, likely moving into that exact 75 to 100 kw range. When you multiply 51,600 satellites by 75 to 100 kilowatts, you end up right around 4 to 5 gigawatts total, which is exactly what these orbital data center concepts are aiming for. So the interesting takeaway is that AST isn’t building a data center in space, but they are building satellites that operate in the same power range that would be required to make something like that possible. In simple terms, Blue Origin is proposing the scale, and AST looks like it’s proving the power and thermal design needed to actually make it work. That’s why some people think AST seems to be the natural fit or partner if this whole space-based computing idea becomes real Starcloud and Thermal management patent 👇👇👇

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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
This is what bottomed the market today. Now we need @POTUS to address the nation in similar fashion so Americans not only understand it was necessary to dismantle the Iranian regime, but that it tremendously benefits future generations around the world in the form of safety.
Prime Minister of Israel@IsraeliPM

Prime Minister Benjamin Netanyahu, this evening, to the Foreign Press: “First of all, I just want to say I'm alive, and you're all witnesses. Now that I dispatched this piece of fake news, I want to give you an update on Operation Roaring Lion.

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Wall Street Mav
Wall Street Mav@WallStreetMav·
New York Gov Kathy Hochul: 2022: [to Republicans] "jump on a bus and head down to Florida, you don't represent our values, you are not New Yorkers." 2026: "maybe the first step is to go down to Palm Beach and see who you can bring back home, our tax base has been eroded." 🤣
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
@hellolynna21876 Not really. Own mostly long dated calls, but when we have these 40%+ dips I get aggressive usually 30 days out, but if that doesn’t work out then I’ll buy another 30 days out bc eventually it will go back up. 😂
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
$ASTS Don’t let these frauds breathe. Keep buying until they give up on the $5 billion dollar manipulative short HOLE that they’re in. In addition, they all deserve ass cancer for shorting one of the greatest American technology stories in HISTORY!!!
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
@Nacho_s_r No but people need to stop being such pussies and start thinking about the upside instead of being scared that they’ll lose a few percent. Just buy more if that happens!!! No risk, no reward.
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
$ASTS Let’s go you fu*king pus*ies! 🅰️🚀🚀🚀🚀
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
Markets tend to desensitize themselves from known risks once digested for some time. That’s what the lower vol divergence means when $SPX is still making lower lows. Doesn’t necessarily mean we’re at THE bottom, but we generally see at least some kind of relief rally if for example by tomorrow we still have the same kind of $VIX vs $SPX divergence.
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
🚨There is a massive divergence happening with $SPX making lower lows today while $VIX $VX and $VVIX are nowhere near their March 9th levels. If markets were going to crash through their 200 day moving averages and collapse, vol would be bid right now and it’s red today. There may just be a bottom signal in there…
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
@chraskalj We’re a prime defense contractor FFS!!! We will send a lightning bolt up your ass from outer space!!! LFGGGGGG 🚀🚀😂
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