M🅰️shman

321 posts

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M🅰️shman

M🅰️shman

@mio_starr

2026 is going to be the best year yet

Katılım Temmuz 2014
745 Takip Edilen120 Takipçiler
TrendSpider
TrendSpider@TrendSpider·
what's the hardest thing about trading?
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Silo
Silo@SiloAzz·
@TrendSpider Keeping it a secret from family lol
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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
@TMFAssociates Thinking back about the last five years where you have been consistently wrong projecting disaster for a US high tech company $ASTS while I made a personal fortune backing them I belive you just wish you were me. But, you’re not. Good luck fighting online cat avatars.
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Jon🅰️than Cooper
Jon🅰️than Cooper@realjoncooper·
$ASTS Good afternoon. Here’s your daily short float reminder: 55M+ shares still short, 21% of the float. While Abel says “space-based cellular broadband to every American is coming.” 💣🔥🟢🟢🟢🟢 🌐🇺🇸🛰️
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Wave 3 Trades
Wave 3 Trades@wave3trades·
$ASTS shorts continue to pile on There is no bearish thesis - Verizon, AT&T, and T-Mobile wants $ASTS to succeed - The government wants $ASTS to succeed - The world and underdeveloped countries NEED $ASTS to succeed You have to be crazy to bet against a better future
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M🅰️shman
M🅰️shman@mio_starr·
$ASTS gapped down into weak macro conditions (oil up, Nasdaq red) but buyers stepped in and hopefully it can reclaim the Fib 0.382 / R1 confluence area, which would be strong price action. MACD still constructive and the 30m trend structure remains intact. If this level holds into close, momentum likely is not finished yet.
M🅰️shman tweet media
M🅰️shman@mio_starr

A few hours later and we see actually a very strong technical response from $ASTS. The stock has now completely erased the entire Monday algo-driven selloff and is pressing directly into the Fib 0.500 retracement. Momentum is still expanding (see MACD & HA Candles), higher lows continue building. Next major level: Fib 0.618 → 88.5 Let's go!

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M🅰️shman
M🅰️shman@mio_starr·
A few hours later and we see actually a very strong technical response from $ASTS. The stock has now completely erased the entire Monday algo-driven selloff and is pressing directly into the Fib 0.500 retracement. Momentum is still expanding (see MACD & HA Candles), higher lows continue building. Next major level: Fib 0.618 → 88.5 Let's go!
M🅰️shman tweet media
M🅰️shman@mio_starr

$ASTS setting up at a very interesting confluence zone here. Price is testing the Fib 0.382 retracement while also reclaiming Weekly R1, which is a key area of resistance turning into potential support. The 30min SMA stack has been reclaimed, momentum is building, and MACD is starting to expand higher again. A strong close above this confluence would likely open the door for further upside continuation tomorrow. If Fib 0.382 flips into support, the structure starts looking very constructive again.

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M🅰️shman
M🅰️shman@mio_starr·
Adding $ASTS 4H chart starting to look increasingly constructive. Price is now reclaiming the Fib 0.382 zone (~79) after a sharp rejection from the 71 area, while 4H MACD continues to expand higher. Momentum is rebuilding and higher lows are beginning to form. The next major battleground sits at: • Fib 0.5 → 83.8 Reclaiming those levels would likely shift sentiment from “dead cat bounce” to full trend recovery. Beginning of Bulls taking over.
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M🅰️shman
M🅰️shman@mio_starr·
$ASTS setting up at a very interesting confluence zone here. Price is testing the Fib 0.382 retracement while also reclaiming Weekly R1, which is a key area of resistance turning into potential support. The 30min SMA stack has been reclaimed, momentum is building, and MACD is starting to expand higher again. A strong close above this confluence would likely open the door for further upside continuation tomorrow. If Fib 0.382 flips into support, the structure starts looking very constructive again.
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M🅰️shman
M🅰️shman@mio_starr·
Let's go $asts. Catalyst season open & live $TMUS $VZ $T
M🅰️shman@mio_starr

@AST_SpaceMobile Amazing development and $asts is the "key enabler" to help the big three mobile network operators to eliminate dead zones across the US in partnership! Well done! Let's go!

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M🅰️shman
M🅰️shman@mio_starr·
@AST_SpaceMobile Amazing development and $asts is the "key enabler" to help the big three mobile network operators to eliminate dead zones across the US in partnership! Well done! Let's go!
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M🅰️shman
M🅰️shman@mio_starr·
Thanks. Starlink sounds good on paper, but ask Gemini about the limitations of starlinks connection to unmodified phones and you will find out that it is patchy due to fast moves of small satellites, needs clear view to skies (not under trees even) and the speed is minimal. So anything else than a true broadband.
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zerohedge
zerohedge@zerohedge·
*FCC GRANTS SPACEX ~65MHZ OF MIDBAND SPECTRUM FOR D2D NETWORK
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M🅰️shman
M🅰️shman@mio_starr·
Thanks for posting this @spacanpanman. What’s actually very interesting here is that, if I remember correctly, the Clear Street analyst was personally on the earnings call yesterday and asked questions directly to management. That makes the reiterated $117 PT far more meaningful in my opinion. It suggests the analyst heard management’s tone, the updates, the Q&A, pressure-tested the thesis and still came away maintaining conviction despite all the volatility. Buying the dip once I can access in European time through my broker
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$ASTS: 🚨 CLEAR STREET MAINTAINS BUY RATING AND REITERATES $117 PRICE TARGET Maintains ~45 BlueBird Launch Target in 2026 Summary Our AST SpaceMobile thesis remains driven by a key strategic dynamic: as SpaceX/Starlink (private) expands its Direct-to-Device offering, traditional mobile network operators are increasingly likely to rely on ASTS to protect their subscriber bases. We view ASTS as a critical partner for incumbent carriers serving roughly 3B mobile subscribers and expect platform adoption to deepen as competitive pressure rises. Key 1Q26 takeaways include: Launch Target Maintained: Expect ~45 satellites in orbit by year-end. Next Launch: mid-June with BlueBirds 8, 9, and 10 via Falcon 9. Strong Liquidity: Cash of ~$3.5B, sufficient to fund the build-out. Valuation: We maintain our Buy rating and $115 price target, based on 20x 2029E EBITDA of ~$2.0B and ~12x revenue. Our DCF cross-check, including spectrum value, supports a valuation of ~$110/share. Key Points Diversified Launch Fleet Supports 2026E Target: ASTS maintained its target of ~45 BlueBird satellites in orbit by year-end 2026E. Private launch providers under consideration include: Blue Origin New Glenn: Capacity for up to 6–8 satellites per launch. SpaceX Falcon 9: Capacity for 3 satellites per launch. ULA Vulcan: Capacity for up to 5 satellites per launch. 1Q26 Results: Revenue of $14.7M missed our $35M estimate, though management reiterated full-year 2026 guidance of $150M–$200M with sequential revenue growth expected throughout the year. Expenses were impacted by elevated stock-based compensation tied to hiring and bonuses, but underlying adjusted operating expenses improved sequentially from 4Q25. Commercial Partnerships Expanding: Management expects additional MNO partnerships in 2026. ASTS has secured more than $1.2B in contracted revenue commitments, with a partner ecosystem now spanning nearly 60 global operators. Defense Opportunities Emerging: ASTS secured three new government awards through prime contractors across secure communications and non-communications capabilities, with contributions expected to meaningfully support 2026 revenue. Liquidity Supports Current Plan: We project ASTS cash balances trough at ~$1.6B in 1Q28E before turning free cash flow positive. Management believes current liquidity is sufficient to support up to 100 BlueBird satellites, despite targeting ~45 launches in 2026E, with each satellite carrying estimated capex of ~$21M–$23M.
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