G🅰️V Mac

$ASTS could go on a 2019 $TSLA style run soon (in the next year) IMO. Tesla was also a heavily shorted name that was largely misunderstood with a huge retail following. AST revenue ramp will be steep and sudden with large margins. Bullish since $3, more bullish than ever now

Hopefully my quads strengthen back up as quick as my hips have. At that point I should be able to stand and take some steps. God is so good!

🚨 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

@LuckyStuey @SMOB142 @thekookreport @Jake84687923117 @KevinLMak @spacanpanman Name one

@SMOB142 @thekookreport @Jake84687923117 @KevinLMak @spacanpanman Do you know how many failed satellite ventures I’ve seen that had signed massive amounts of MOUs with customers?

Some good slides from @thekookreport 300+ slide $ASTS deck 1) SpaceX's September 2024 FCC interference analysis disclosed that its D2D satellites operate at ~340 km (vs. ~500 km for broadband). Lower altitude = more drag = shorter life = higher replacement CAPEX. SpaceX acknowledges this trade-off. 2) The Iridium constellation of the 1990s cost ~$50M per satellite including launch ($3.3B launch cost for 66 sats out of ~$5B total). Today's costs are a fraction — which is why Starlink, ASTS, and Kuiper exist.

@thekookreport Been thinking about this for a while. With MIMO + 5G internet through carriers which already exists couldn’t ASTS bolster some serious speeds to the most rural areas? Correct me if I’m wrong

$ASTS will. It’s already in the Ligado docs.

@hamids @dustinalper Instant access to over 3 billion subscribers with 50+ MNO partnerships. Literally the only thing they have left to do is continue building the satellites and then launch them. Did I mention they are strategic partners with Blue Origin? 8 satellites per launch when NG scales

$ASTS investors should note that all the hateful replies here are from anonymous accounts. Not a single rebuttal to my arguments...just made up lies, insults and STFU. This is not normal for any other stock. Is it a coincidence that this magical company has so many anonymous super-fans!? I don't know of a single example of a company like this that has eventually been a major success. Sometimes people use $TSLA believers as an example of a company with super fans, but there are 2 big differences here: 1) Tesla super fans were rarely anonymous 2) Tesla had actual working vehicles you could go touch and drive to determine if the company was for-real. $ASTS has nothing a potential investor can verify. Only Powerpoints and an anonymous mob of morons, who don't know jack, but are willing to hurl insults at anybody who questions anything about this ~$30 Billion company!

Is $ASTS too good to be true? I know NOTHING, but I sure think ASTS is too good to be true! Here is my full rant about $ASTS with @dustinalper from the Buy Hold Rant podcast. We also touch briefly on $RKLB, which should never be compared to ASTS, but for some reason they always come up. If ASTS pulls off their goals, I will 100% owe them an apology.

@hamids @dustinalper They just launched a 2400 square feet array into space that can communicate 100mbps+ data speeds directly to your phone. It’s been done. The tech has been tested by multiple MNOs and even the government. Not to mention communications is only 1 use case for this technology.

@hamids @dustinalper Please do more research. Video calls have been tested by multiple MNOs. This entire rant is misinformation reddit.com/r/ASTSpaceMobi…

@ShortsHoward @KevinLMak Hit the nail on the head with this with comparison to TSLA. I agree 100%

@KevinLMak Overthinking it, their upside surprises are unknown and it’s binary - either they get it up or not. More likely they get it up. Similar to Tesla in 2018 as binary outcome and bet on leadership getting manufacturing up or not

$ASTS Consistent with my ongoing analysis, I've reduced my weight in ASTS from 3% to about 1.6%. The operational challenges with scaling satellite production appears to be more significant than I previously expected, and I will want to see meaningful progress on that front before getting more bullish. Either they're running into a plethora problems that they didn't anticipate, OR they're running into problems that they did anticipate and just choose to downplay it for the past 18 months. Realistically the answer is likely a little bit of both. At the end of the day, their number one job is to build and launch birds. Yes there are launch partner delays but it's the building/assembly part that's the current bottleneck. There's a real scenario that they don't have 60 birds in orbit until late 2027. I don't know what the % chance of that is, but it's not zero, and I definitely would have had said zero last year. The issue is the current ACTUAL (not guided) pacing provides zero data for an outsider to extrapolate from. And their previous guidance has been extremely wrong, so it's really hard to say "this time their guidance will be correct." I'm becoming more confident about my previous comments about this turning into an S-tier meme stock. The product seems to be more about the stock price and promises made by the company than actual operations. This is an asset to the company (and shareholders) as the volatility is dampened if bad news occurs. It ends well as long as they manage to eventually reach their goal. I still think the company gets the full constellation up, and significant revenues are likely to follow, but I want to see more metal in orbit, or a far lower stock price before I can be more constructive on the valuation being appealing. x.com/KevinLMak/stat…

@thekookreport Kook surfing = bottom indicator

F- this. Going surfing for the first time since the attempt on my life by a lime. Sink or swim. You’ll know the outcome based on whether I do the Weekly or not. $ASTS

AST SpaceMobile Awarded $30 Million Prime Contract by U.S. Space Development Agency for HALO Europa Program businesswire.com/news/home/2026…

$ASTS shorts:

@Connor38240 Valid point. Maybe it’s 1.3B over the course of 10 years? I’m not sure

@gavmac12 Is that annual or over the course of 10 years? I believe that is ambiguous

I have been thinking about this lately. $ASTS is already guaranteed > $1B in future yearly revenue and that’s from one MNO that’s not even in North America, EU, or Japan (key targeted areas for initial deployment). I feel like this was not fully appreciated by the market

@Puffery69 Even 100m-200m should spark a big reaction I’d think

@Puffery69 Exactly. I can’t imagine how the market would react to AST guiding for something like $500m+ of yearly revenue for 2026. It seems like that would be the “aha” moment for a lot of investors

@nuke2astra I feel like Wall Street either hasn’t fully figured out AST yet or we are waiting for that first quarter of service revenues to hit once the constellation is up to spark a huge re-rating (similar to Tesla and PLTR)

the MNO is fully invested in not only creating max coverage demand on the consumer side which is obvious but also on the cost ops side where they can pivot away from domestic roaming partners and excess tower infrastructure. legacy costs turn into shared revenue. it’s a demand creation pincer move.

@nuke2astra Yep I think that’s part of the reason we are seeing all of the big increases in the MNOs share prices. All of that saved cap-ex that would be spent on expensive network build outs

@Brookside578298 @nuke2astra Doing good! Same old grind but some things may be waking up/getting stronger

@gavmac12 @nuke2astra More importantly, how are you doing?

@nuke2astra Yeah I think it’ll be based on demand for the service. Or they could construct the contract a completely different way. This is just one of the core pillars of revenue for AST too, which is super exciting

@gavmac12 2-3% of domestic wireless revenues feels right. upper bound perhaps gets exceeded if terrestrial towers start getting strategically turned off.

@nuke2astra That’s what I’m thinking!

@gavmac12 makes ya wonder what AT&T and Verizon among many others have committed too 👀