@CatSE___ApeX___ @tottaway22 Man, TKO lands on the cover of GQ and now our Spacemob confidence is through the roof!
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keaze
829 posts
To all my $AsTS friends that have been here for 5+yrs dealing with bullshit
Inflection point is here
GIF
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@BuildFutureTech @Reformed_Trader Would be nice to time the peak with a Blue Origin shipment.
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@keyesmn @Reformed_Trader I actually like that, by the time ASTS peaks RKLB will be bottoming so we can just keep switching back and forth and riding the space wave.
Once they turn profitable I think the down swings will be more like 25%
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$ASTS weekly chart shows MACD curling up, heavy volume over the last three weeks, and the RSI getting back to breakout levels.
Daily chart shows an undeniable reclaim of the bull channel and breakout of the wedge/flag. Main resistance in the short term is prior ath ~130.
Ultimately, my lean is we head up to the upper end of the channel by mid June.
*NFA
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@Reformed_Trader Can’t wait for all our bitching as we head back to $110, lol - I’ll be an active complainer.
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@keyesmn It’s been routine to drawdown roughly 50% after explosive rallies so probably. Key is higher highs and higher lows remain the trend
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@spacanpanman Technically, TMF Associates specializes in Telecom, Media, and Finance. Not Space! 🤷♂️ Count none of the mob surprised.
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$ASTS: 🚨FAA HAS CLEARED BLUE ORIGIN NEW GLENN TO RETURN TO FLIGHT
Shoutout to SpaceMob community who's tireless research efforts called the FAA approval very early vs. legacy space consultants and industry "experts" who claimed BONG would not return to flight for another 6 to 12 months 😂😂😂
Blue Origin@blueorigin
The FAA has approved our NG-3 report, and corrective measures have been implemented. Prior to our second GS2 burn, we experienced an off-nominal thermal condition, and, as a result, one of the BE-3U engines didn't achieve full thrust to reach our target orbit. NG-4 preparations continue—updates coming soon.
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@visegrad24 “Whoever would overthrow the liberty of a nation must begin by subduing the freeness of speech.”
— Benjamin Franklin
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Merkel becomes the 1st person to receive the European Order of Merit, the EU’s new top honor for people who have contributed the most to Europe’s development.
In her speech, she urged EU leaders to regulate speech on social media
She says it’s the only way to “ save democracy”
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$ASTS BIG NEWS!!!!!
I finally did it! You goaded me for so long. So here it is putting my money where my mouth is:
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keaze retweetledi
BlueBirds 8 and 10 have officially arrived at Cape Canaveral.
Next stop: the launch pad. 🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀
Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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$ASTS friendly reminder, I pointed out $66 as a major zone to monitor last month in the mid $70s. Then called for a major low when we undercut $65 in real-time and followed up saying there was a path back to a breakout opening the door for higher. Many replied saying it wouldn't rally till we had successful launches.
We're now 60%+ off the lows
Moral of the story is don't underestimate TA and statistical analysis
GIF
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@spacanpanman Would love to hear your thoughts on the SpaceX S-1 TAM numbers for D2D.
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$ASTS $TE: Wake N Bake - Space & Energy, the Final Frontier
Today @ 10:30AM ET
x.com/i/spaces/1qGoN…
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The hydraulic pin holding the tower arm in place did not retract.
If that can be fixed tonight, there will be another launch attempt tomorrow at 5:30 CT.
Elon Musk@elonmusk
Starship V3 first flight countdown starting
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@PalmerLuckey Palmer, are you planning to connect via LEO constellations like AST?
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And this is the one we can actually show you.
Anduril Industries@anduriltech
The difference is night and day. The digital night vision of the EagleEye Family of Systems delivers an 84 degree field of view, stereo thermal fusion to expose hidden threats, and a 4K display for enhanced warfighter perception. Double the industry standard. Pictured: EagleEye (left) and standard PVS-31 (right).
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I think it’s easy for us today to look back at all of the major investment opportunities that have existed overtime - railroads,early computers, oil, shipping, dotcom - and it’s easy to feel like those opportunities just won’t come around again.
Then I see stuff like this and I’m reminded that Space is that opportunity for me and for right now. Far into the future, this may well be the biggest opportunity out of all of them. Super exciting.
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$ASTS: CNBC Jeff Bezos tour of Blue Origin factory
cnbc.com/video/2026/05/…
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@spacanpanman @BiggustheRoman We need to get moving on Bluebird shipping to fill these!
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$ASTS
Dear All @AST_SpaceMobile Investors,
You all need to understand something. The Space X S-1 tonight is insanely bullish for AST. The fact that we saw no after-hours movement says a lot about who is short our stock.
The prime suspect or suspects are high frequency trading shops, quant shops and hedge funds.
It isn’t Elon bc that’s retarded, and it isn’t legacy satellite companies/their investors. If it was the legacy people, the HFT’s and quants would be pressing this thing after hours until it broke them tomorrow bc that’s the low hanging fruit.
This means the culprits behind this short are beatable because they’re active managers that have to mark their books and answer to LP’s.
It’s time to force their hand. Markets are smart, they’ll start to see what’s developing here from a fundamental perspective and investors buying on that basis are bigger than any force out there.
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I am curious what percentage of that TAM is derived from them being the primary MNO and receiving closer to an average monthly/customer of ~$50-60, vs. the much lower rev share we expect for being an additive service.
In any case, this number is so much higher than anything we've ever seen... no complaints.
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$ASTS: 🚨SPACEX SEES $740 BILLION TAM FOR STARLINK MOBILE
"Our Market Opportunity. We believe we have identified the largest actionable total addressable market (“TAM”) in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and $740 billion in Starlink Mobile as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications. For illustrative purposes of sizing our addressable market opportunity, we exclude China and Russia from our global estimates."
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@itskeefis @spacanpanman 10% puts us at $74B in revenue, 90% margins is $66.6B x a very very paltry 15x, gets you $999B in MC. So yes, $2575 a share.
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@spacanpanman Am I reading this right? If asts can capture 10% of the TAM the share value would potentially be ~$2,500?
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@AyeAye_CAPT @kingtutcap Those are for fixed wireless (home internet via dish).
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$ASTS: Only one company has partnerships with over 50+ MNOs globally, access to their spectrum, in part of a JV for 100% US coverage, does not need any modification to hardware by device manufacture, Google (Android) is an investor, etc, etc, etc……
BrotherMan1000@BrotherMan998
$ASTS From SpaceX : “The expansion of our satellite to mobile connectivity services depends substantially on our ability to secure and maintain partnerships with MNOs and on the adoption of necessary hardware and software modifications by device manufacturers”
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@JeffBezos @VivekGaripalli Jeff, almost sounds like there is an interest in entering politics...
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@VivekGaripalli Thanks. And housing policy is just as bad.
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