João

@LionnetPierre @BrettKrieger12 Wow, denying this is not from your reddit account, which you used to bash $ASTS and $RKLB over the years? Man, you have touched the bottom here.

@BrettKrieger12 I think that you have touched the bottom here. Hint: my handle is LionnetPierre not PierreLionnet x.com/search?q=%22i%…

$RKLB posted revenue of $200M in Q1 alone.. will be close to $1B FY 2026 be careful of the “experts” you listen too

@BrettKrieger12 @LionnetPierre And let’s not forget this gem

@LionnetPierre What’s funny is how wrong you’ve been in the past x.com/lionnetpierre/…

This is (unintentionally) the funniest post of my day.

$SPACE: Legacy space consultants Pierre Lionnet and his BFF Tim Farrar are the guys you call for an inverse signal Those that can, do Those that can't, consult

@SpacBobby Yep, crazy we're not yet trading at ATHs considering manufacturing bottleneck solved + access to 100% of the US market. Soon though.

$ASTS - It sure feels like the near 70M of shorts are on the verge of capitulating. 👀 There are now way too many massive catalysts upcoming in the next few months that could rocket this stock 30-40% in one day. Shorts are getting anxious which is why we saw such a big intraday reversal today. Shorts never learn! 😩

$ASTS: 🚨🇺🇸 "And we've had a great relationship with AST SpaceMobile. The technology and the approach that they're using is unique for direct-to-device. And I think it's going to be a great path for the first product that comes out that is effectively a seamless and straightforward product for a consumer to use that extends the network and we're going to continue on that path." - John Stankey, AT&T CEO, JP Morgan TMT Conference 5/19/26

@steve2bacon @FuzzyPandaShort

We sent a letter to $TE's KPMG audit partners and their compliance team requesting an Auditor Review We believe management's decision to book 45x tax credits in Q1-2026 requires a massive restatement ASAP and potentially could even be considered accounting fraud

@CytoplasmicANA But @TMFAssociates told me this meant a monopoly for Starlink

Great article by Spectrum Daily, who seemingly understand the dynamics shaping the d2d race. “D2D has moved from novelty to strategic priority.” Obvious to most, the MNO JV is an effort to control D2D and above prevent Starlink from becoming a 4th competitor. “The math is straightforward. A wholesale buyer representing all three is the most valuable customer a D2D satellite operator could land.” “For the challengers(AST and OQ tech)…it validates the technology, creates a potential anchor customer, and signals that the IUS market will not become a starlink monopoly.” Starlink monopoly was never a real possibility if you have followed $ASTS for years, like the mob, but agree with the rest.

@CKCapitalxx @Mike10947310 was all over this name in the Fall. I haven't kept up with $AMPG myself but his substack post was very informative and clearly laid out the bull thesis. Interesting time to revisit it.

$AMPG was up 25% yesterday and I still think it’s undervalued at current prices. AmpliTech designs and manufactures advanced RF and microwave signal processing components. In plain terms they build the hardware that sits inside 5G base stations, satellites, defense communications systems, and quantum computing infrastructure. Every signal that travels through a modern wireless network passes through components like theirs. The customer list tells you everything about the quality of what they build. Lockheed Martin. Boeing. Raytheon. NASA. These organizations have some of the most rigorous vendor qualification processes on earth. AMPG has passed all of them and is actively supplying product. Now here is where it gets interesting. $140 million in active LOIs with North American mobile network operators. Production shipments already started. Gross margins just expanded from 33% to 48% in a single year. Zero debt. $18.4 million in cash. Full year 2026 revenue guidance of $50 million representing 100% growth year over year. And the EU expansion is completely unpriced. European carriers are under EU mandate to eliminate Huawei and adopt Open RAN standards. AMPG’s certified O-RAN radios are exactly what Deutsche Telekom, Vodafone, and Orange need. A single EU LOI announcement is a company defining catalyst from here. Under 2x forward revenue on 100% growth guidance with defense, telecom, and space as simultaneous tailwinds.

@DefinitionsNew @TMFAssociates told me the satellites are a bit on the heavy side, I should sell everything 😆

$ASTS bears right now: The details of the JV haven't been announced so it's definitely going to fail. And Starlink phones will do a Muskillion bytes per hurtz starting tomorrow. ASTS is so cooked! Tim Farrar told me so. Also I don't like where this goalpost is so I'm going to move it. .... ...... This level of sheer ignorance causes me physical discomfort.

@KawzInvests Please delete this. I'm still 20 shares short of my goal of 2k shares. Thank you.

The president of $NOK Network Infrastructure division just joined the board of $PENG. INSANE Now look at the rest of that board. > Penny Herscher, who also chairs on $LITE > Mark Papermaster, the sitting CTO of $AMD > Ian Colle, who ran Advanced Computing at $AMZN > And now David Heard former CEO of infinera now at $NOK David Heard's resume before Nokia is the part that matters most. He was CEO of Infinera, the photonic chip company Nokia bought for $2.3B. Before that JDS Uniphase, Lucent, AT&T. Four decades inside optical networking. That Infinera deal turned Nokia from a reseller of someone else's photonics into a vertically integrated optical company with its own chips. Optical Networks grew 20% year over year in Q1 2026 and management raised Network Infrastructure guidance from 6 to 8% to 12 to 14%. So the man who built Nokia's optical business now sits across from the chair of Lumentum and the CTO of AMD on the same nine person board. Full deep dive on $NOK and $PENG in the comments.

@spacanpanman Do we have any SpaceMob there?

$ASTS: 🔥 AST SpaceMobile is presenting at the JP Morgan TMT conference in Boston today @ 2:10 PM ET

@spacanpanman This might be the moment to nibble a bit into margin

$ASTS: Real-time short interest hit an all-time high of 69.3M on Friday. I'm ready, are you?

@thekookreport To be fair, it doesn’t matter either way. We have Jeniffer Manner leading the regulatory front. I doubt we could ask for anybody better or more experienced.

As usual, all you need to do is run Tim Farrar’s $ASTS tweets through Grok heavy and you’ll live a pious life. He recently retweeted Catse and said “total lies” Hold my kombucha: No, the thread is not a lie. It accurately reports a real, recent regulatory approval while adding bullish spin and some interpretive framing (“bypassed the FCC’s denial”). The core facts check out completely. Here’s a clear breakdown: What the thread actually says •It quotes a post announcing that Brazil’s ANATEL (the telecom regulator) has authorized AST SpaceMobile ($ASTS) to operate a 248-satellite constellation using S-band and Q/V feeder links. •ANATEL granted AST access to a 10×10 MHz block of S-band spectrum in the broader 1980–2010 MHz / 2170–2220 MHz range (specifically the usable 1990–2000 MHz uplink and 2180–2190 MHz downlink slice). •The thread adds: ◦In the US, AST is blocked from using these specific S-band frequencies for service. ◦In Brazil, they got direct permission from ANATEL anyway (with a “no priority” limitation). ◦This is a significant “first win” for AST’s international/country-by-country business model. •It includes the official ANATEL judgment document (dated May 15, 2026) and “country context” slides about Carlos Slim’s massive presence in Brazil via Claro/América Móvil, plus the Musk–Slim rivalry and Slim reportedly viewing AST as an anti-Starlink alternative. Fact-check: Everything lines up •Brazil approval is 100% real and recent. On May 15, 2026, ANATEL partially granted AST & Science do Brasil the right to operate the 248-satellite SpaceMobile system in Brazil for 15 years. It explicitly includes the 10+10 MHz S-band block without priority of coordination (i.e., secondary status — they must not cause harmful interference to primary users and have no priority). The official judgment document matches exactly what the thread shows.0115 •US situation is also accurate. In April 2026 the FCC granted AST full commercial authorization for its 248-satellite constellation and Supplemental Coverage from Space (SCS) using low-band spectrum (700/800 MHz) in partnership with AT&T, Verizon, and FirstNet. However, the FCC denied AST’s requests to use the 2 GHz S-band frequencies (including the exact slices now approved in Brazil) for both U.S. and certain international operations, largely to protect incumbent licensees and maintain “stay in your lane” spectrum policy.51923 •“Bypassed the FCC’s denial” is the only spinny part. It’s not really a “bypass” — the FCC regulates U.S. operations and U.S.-licensed satellites, but Brazil’s ANATEL has sovereign authority over spectrum and satellite operations over Brazilian territory. Countries routinely grant their own approvals independently (subject to ITU coordination). The “no priority” catch the thread correctly flags is right there in the ANATEL document. •Country-context slides are factual background, not fabrication. Carlos Slim’s América Móvil (Claro Brasil) is indeed a dominant player in Brazil, and public reporting has noted Slim’s reported pivot toward AST SpaceMobile as a potential satellite partner in Latin America amid his tensions with Elon Musk/Starlink. This isn’t conspiracy — it’s well-known market and political context for why this Brazilian win matters to AST. Bottom line The thread is a bullish, pro-ASTS take on genuine breaking news. Every factual claim (approval details, spectrum block, “no priority,” U.S. blockage) is verifiable from official ANATEL and FCC documents released in the last month. The only subjectivity is the excited framing and the word “bypassed,” which is interpretive but not false in spirit — AST did secure the exact frequencies the FCC wouldn’t let them use in the U.S. by going country-by-country. This is typical stock-community posting: accurate information presented enthusiastically. Not misinformation or a fabricated story.

@peter_adderton @TMFAssociates @FCC "Leaders don’t always get it right." Of course not. When you have industry leaders converging around an opportunity, however, you ought to update the probability of your initial hypothesis that this is not a big market. This is called bayesian conditionalization. Look it up.

“There’s no chance that the iPhone is going to get any significant market share. No chance.” — Steve Ballmer while helping build Microsoft into one of the biggest companies in the world. BlackBerry executives said the iPhone would fail while BlackBerry held the largest smartphone market share on the planet. And my favorite: the record label that turned down The Beatles with, “We don’t like their sound, and guitar music is on the way out.” — Decca Records Leaders don’t always get it right. Sometimes even the smartest, most successful people completely miss what’s coming next. But they can still build enormous companies, shape industries, and occasionally pump the stock enough to buy a basketball team.🤣

Is it a coincidence that the @FCC just cleared SpaceX to purchase EchoStar’s spectrum, and then this happens? 😀

@peter_adderton @TMFAssociates @FCC Please, the business leads at SpaceX and Amazon are sophisticated people who helped grow both companies to their current valuations. Is it possible that they are both independently wrong about the opportunity? Yes. It’s it likely? Absolutely not.

History lesson I lived through, The combined market cap of companies in the mobile space that no longer exist in their original form including Nextel, Sprint, Nokia, BlackBerry, and Palm, was roughly $900 billion to over $1 trillion in today’s dollars at their combined peaks. Not everyone gets to win. And this excludes the massive value created by the Apple App Store and Android Play Store ecosystems, which ultimately killed the old BREW and Java MNO-owned app stores.

@peter_adderton @TMFAssociates @FCC Peter, I really admire the confidence it takes to think you are a better analyst than the business leads at SpaceX and Amazon, companies that combined are worth nearly $ 5T.

@TMFAssociates @FCC This whole space has more wizards, smoke, and trickery than I’ve ever seen… but what isn’t magic is the reality that investors seem completely blinded by the actual history of D2D and the real total addressable market.

@FREESPEECH1017 @1MoreSmithHere @CytoplasmicANA

@1MoreSmithHere @CytoplasmicANA Nothing proven wrong. You are confusing a spectrum lease agreement, which was extended in March 2026 until Aug. 2027. And market exclusivity agreements. If T-Mobile wanted to terminate the lease at the end of the first lease period, they had the opportunity to do so in March.

The timing of the JV announcement, days after the FCC approves Echostar/Starlink spectrum transfer, and 60 days before the TMo/Starlink exclusivity period ends 7/2026 is not accidental. The big 3 MNO's are circling the wagons against Starlink Mobile. $ASTS

@pennycheck 😂😂

In case you were wondering who on earth would be buying up $CRBS on today's open...

@kingtutcap Damn she really did learn about it today.

$ASTS: SpaceX CEO basically all but confirms today’s news. Except the David in this scenario is AST SpaceMobile not a $2T company lol

@ThematicTrader Same here lol

I just bought more $PENG 😅😅😅 First buys were at $27 and still buying more here. I've never done this before with a stock. Unbelievable opportunity.