Petemc

$ASTS The biggest detail isn’t “10 launches.” It’s that AST’s SEC filings show hundreds of millions of dollars in future launch commitments, and those commitments appear far larger than what would be needed for only the publicly discussed launches. If that interpretation is correct, AST may have already secured enough launch capacity to execute an aggressive constellation deployment through 2026 and into 2027, well before Wall Street fully models it.

If Spencer Pratt can get 50% of the vote in Los Angeles on Tuesday he would become mayor. There would be no need for a November election. Come on Los Angeles, do this. We're rooting for you.

Didn’t your husband get a blow job in the oval office… Maybe sit this one out

$ASTS bounced off the demand zone closing above the 8ema and with a dragonfly doji with the largest volume since 8/16/24. We now have a gap above to $122.

$ASTS: TLDR - AST SpaceMobile probably has ~10 SpaceX Falcon-9 and equivalents launches booked so far. With this New Glenn delay, mgmt will be looking to 1) pull forward SpaceX launches, 2) bring ISRO LVM3 and ULA Vulcan Centaur into the rotation, and 3) adopt other vehicles, such as Ariane 6 and Mitsubishi H-3. You can also assume that mgmt has been talking to Rocket Lab, Relativity and others in anticipation of those rockets medium lift rockets coming online. Aside from Starlink, Amazon Leo, Nasa and the US government, there are no commercial customers out there that have over 400 tons of real launch demand with $ to pay to the industry.

Abdul Carter says he has a “responsibility” to address Jaxson Dart’s political opinions. Why? Everyone can share their own opinions. Carter didn’t do that. He attacked Dart’s opinions. And now he’s doing it in uniform at work, which Dart never did. Moron.

If I’m the @Giants I’m entertaining offers for @1NCRDB1 today! What a jerkoff! I could never root for this guy. Ever! Who did he support? Lemme guess the giggling moron @KamalaHarris? Just a guess? He probably likes @NYCMayor! Fuck him! God Bless @JaxsonDart and most importantly God Bless @realDonaldTrump!

🚨 Giants legends Lawrence Taylor & Ottis “OJ” Anderson waited in line for President Trump’s autograph. Don’t expect Abdul Carter or the media to mention it because that would destroy their “Trump is racist” narrative. Black NFL icons supporting Trump is an inconvenient truth

Here's what they've normalized and are trying to reinforce with the Jaxson Dart situation: Black people can be offended by what white people believe. But white people can't be offended by what black people believe. It's legal to love and worship Barack Obama. It's illegal to love and worship Donald Trump. Unsustainable.

🚨 JUST IN: NY Giants QB Jaxson Dart REFUSES to cave to the leftist mob, saying he was PROUD to introduce President Trump Good for him! 👏🏻 "This was a unique opportunity...being asked and given the opportunity to introduce the President of the United States, my thinking was pretty simple." "I've always loved this country. I have extended family members who have fought in wars. I have two uncles who have retired from the Air Force Academy and serve themselves." "And I even have a great-grandfather who served as Secretary of Treasury at some point. So the President's position has always been a position that I've well respected, regardless of political affiliation, regardless of political party and, you know, my intentions were just that. I also understand in this world politics can be a sensitive matter, a sensitive topic." WELL-SAID! He has a bright future. 📽️ @SNYGiants

🚨NY Giants’ Abdul Carter EXPOSES Himself as a Petty Divider After SLAMMING Teammate Jaxson Dart for Speaking at Trump Rally:🚨 “If he chooses to align himself with a man like Trump, it’s my responsibility… to show my teammates that I’m against that, and to show the world.” Bro, you’re a rookie linebacker — not the locker room hall monitor. Jaxson Dart exercises his right as an American and you turn it into a loyalty test? This ain’t about “what you stand on,” it’s about forcing your politics on the team and making everything about you. Real leaders unite. Carter just fractured the Giants’ locker room before the season even starts. Prioritizing Trump Derangement over team chemistry? Terrible look. NFL fans are tired of this nonsense. Play football, not politics. #Giants #AbdulCarter #LockerRoomCancer #TeamFirst

I really don’t understand the hate Jaxon Dart got for introducing President Trump. Good or bad..if you support Trump or not..you're in a lose lose situation. Politics and religion are difficult for sports. Folks have the right to believe in whatever the fuck they want. I don't know..I just live by a code..As long as it's not interfering with my shit..do whatever you want because you've got to take whatever you're on up with God. I'm too much of a sinner to be judgmental and political.

Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig. TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July). The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end. Add one Vulcan or ISRO mission = 40-45. Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up. The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday! This is why you read filings instead of headlines! $ASTS 🛰️

Plan B if $ASTS doesn’t recover.

United Launch Alliance has initiated the countdown for today's launch of the Atlas V rocket to deploy 29 advanced broadband satellites into space for Amazon Leo. Our launch opportunity opens at 7:33:30 p.m. EDT (2333:30 UTC) for liftoff from Cape Canaveral Space Force Station in Florida. The launch countdown is a tightly scripted sequence of procedures and steps over the next seven hours that will complete pre-launch testing, fill the rocket with propellants and put systems into flight mode. Our live status blog begins at 4:30 p.m. EDT (2030 UTC) prior to the start of fueling operations and the livestream starts 20 minutes before launch. bit.ly/av_leo7

$ASTS at the 8ema here. RSI was red hot and showed no bearish divergence implying it will head higher before a true top can form. I'm remaining very bullish. 13ema is the next spot to watch if the 8ema fails. *NFA

$ASTS: Roth Capital Update - Blue Origin Launch Issues Likely Push ASTS Commercialization into 2027 "Our understanding is that ASTS could achieve +45 satellites in orbit by early 2027 without contribution from New Glenn. However, an exact timeline is fluid at present. In essence, we view this as a small potential delay, that highlights the underlying risks of space and satellite solutions. Note: ASTS continues to be in the process of qualifying additional undisclosed launch vehicles that could appear in the launch rotation by late 2026/early 2027."

$ASTS: The next big catalyst is Batch-1 launch aboard Falcon-9 in approximately 2 weeks. AST SPACEMOBILE CATALYST SEASON A review of what has been and what is to come Upcoming Catalysts: ☑️BB8 - BB10 Launch on Falcon-9 ☑️BB11 - BB13 Delivery to Florida and Launch on Falcon-9 ☑️BB14 - BB16 Delivery to Florida and Launch on Falcon-9 ☑️BB17 - BB19 Delivery to Florida and Launch on Falcon-9 ☑️BB20 - BB22 Delivery to Florida and Launch on Falcon-9 ☑️Block-2 BlueBird batch launches every month ☑️Executing MLAs w/ Ariane, Mitsubishi Heavy and others ☑️Golden Dome (SHIELD Awarded, NOBLE Up Next) ☑️Execution of other DoW, SDA, DIU, and other Military Awards ☑️FirstNet Investment and Definitive Commercial Agreement ☑️FCC Approval of Ligado Modification Application ☑️Execution of more Definitive Commercial Agmts w/ Prepaid Revenue and/or Investment w/ More ~60 global MNOs ☑️Beta Testing w/ AT&T and FirstNet in 2H 2026 ☑️Updates on Google Services Agmt Partnership ☑️Initiation of Research Coverage by JP Morgan, Morgan Stanley, Goldman Sachs, others ☑️Expansion of 13x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit, Missile Defense Agency and more ☑️FCC 5G Fund grant ☑️Progress on 12 to 32x Block-2 BlueBirds in currently in Production ☑️Proposal for PNT Service Accepted by FCC as Alternative to GPS ☑️Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in early 2027 ☑️Securing +$500M of EXIM and IFC non-dilutive Funding ☑️Pursuit of L- and S-Band Spectrum Licenses Globally ☑️EU Allocation of 2GHz MSS Spectrum to SatCo JV ☑️Strategic Partnerships and Investments to Focus on AI Data Center Opportunity ☑️Catalysts the SpaceMob have yet to Contemplate Recently Completed Milestones: ✅AT&T, Verizon and T-Mobile Joint Venture Formation ✅Achieved 99Mbps performance with Block-1 BlueBird ✅Execution of MLA w/ United Launch Aliance 🚨 FCC Approval for Full US SCS Commercial Service🚨 ✅$45M Verizon Commercial Prepayment Unlocked ✅BB7 💐 Launch on Blue Origin New Glenn-3 ✅Demonstrated +150mbps Peak Speed w/ Block-2 BlueBird ✅7x New Design Composite Rings Delivered to Midland ✅Acquisition of New Manufacturing Space in Midland, TX focused exclusively on Micron production ✅Telus Definitive Commercial Agreement w Strategic Investment and $200M Committed Revenue (speculated) ✅Partnership with Orange ✅Partnership with Taiwan Mobile ✅Partnership with AXIAN Telecom ✅Satellite Connect Europe Partnership (“SCE”) with Telefonica ✅SCE Partnership with Orange ✅SCE Partnership with CK Hutchinson ✅SCE Partnership with Sunrise Switzerland ✅SCE Partnership with Vodafone Romania ✅SCE Partnership with VodafoneThree UK ✅SCE Partnership with Vodafone Ireland ✅AST Awarded $30M Prime Contract by US SDA for Halo Europa Program ✅$63M to 71M of 2H 2026 Revenue ✅Development of AI Engine to Dynamically Manage Satellite Capacity and Spectrum Efficiency = Seeking 3-10x Capacity Improvement ✅Disclosed over $1.2 billion in Aggregate Contracted Revenue Commitments from Commercial Partners ✅Raised $1.08B 2.25% Convertible Note resulting in $4B of Pro Forma Cash ✅BB6 Unfolding Phased Array ✅AST Awarded Prime Contract Position on US Missile Defense Agency SHIELD Program ✅Filed w/ FCC to modify Existing License to use S-Band spectrum outside of the US ✅$175M Saudi Telecom prepayment to be made by 2025YE ✅BB6 Launched from India on ISRO LVM3 ✅Micron Production to Support 6x a Month by End of Q3 2025 ✅Expanded Manufacturing Floor Space to 500,000 Square Feet ✅2,000 Global Workforce ✅Established Germany as SatCo JV operations center, filed constellation with ITU ✅Closed $420M bridge financing to support Ligado spectrum transaction ✅Saudi Telecom 10-Year Definitive Commercial Agreement w/ $175M prepayment and over $1.8B value ✅Confirmed L- and S- band Spectrum to be Incorporated into Next 3GPP release ✅Verizon Definitive Commercial Agreement ✅Raised $1.15B 2.0% Convertible Note resulting in $3.2B of Pro Forma Cash and Liquidity ✅Successful Video and Voice Testing with Bell Canada ✅US Bankruptcy Court confirms AST and Ligado L-band spectrum transaction transaction, deal now only subject to FCC appoval ✅Acquired Global S-Band Spectrum Priority Rights held Under International Telecommunication Union ✅Successfully Completed the First-ever Native Voice Call (VoLTE) and Rext (SMS) with a Standard Cell Phone using AT&T Spectrum and Core Network ✅Hired JR Wilson as Chief of Networks and Spectrum, formerly AT&T VP of Tower Strategy, Roaming & In-Building Solutions ✅Raised $575M 2.375% Convertible Note w/ Capped Call struck at $120, resulting in $1.5B of Pro Forma Cash on Balance Sheet ✅Repurchased $360M of $460M 4.25% Convertible Note ✅Entered into $550M of Non-Recourse Senior Secured Term Loan to fund Ligado Transaction ✅Secured $100M Equipment Loan Facility ✅Moved to Russell 1000 from Russell 2000 Index ✅Demonstrated World's First Tactical NTN Connectivity over Standard Mobile Devices with Defense Prime Fairwinds Technologies ✅Announced Latest MNO Partnership with Vodafone Idea of India ✅Hired Jennifer Manner as SVP of Regulatory Affairs and International Strategy, Former NTIA Senior Advisor of Space and Policy and EchoStar SVP of Regulatory Affairs ✅FCC Accepts AST’s Application for US Commercial Service ✅FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST ✅Verizon and AT&T Spectrum Lease Agreements filed w/ FCC ✅FCC grants STA for beta testing w/ AT&T, Verizon, Vodafone, Bell Canada, and Rakuten ✅FCC grants STA for Firstnet Evaluation on Public Safety Band 14 ✅AST SpaceMobile Forms SatCo Joint Venture w/ Vodafone to Better Serve European market, Selects Luxembourg as HQ and Germany for NOC ✅Secured $43M and $20M Contracts w/ US Space Development Agency and Defense Innovation Unit ✅AST5000 ASIC Development Finished and Integration into Block-2 Sats in Q2 2026 ✅Successful Video Calls Completed w/ AT&T, Verizon, Vodafone and Rakuten ✅Exercised Multi-launch Agmts w/ SpaceX, Blue Origin and ISRO ✅Reached +3,800 Patent & Patent pending Claims ✅Initiation of Research Coverage by Bank of America, Clear Street, Roth Capital, Cantor Fitzgerald, Oppenheimer and William Blair ✅Established Coordination Agmt w/ US National Science Foundation Covering Satellite and Ground-based Astronomy Operations ✅Closed $460M 4.25% Convertible Debt Funding ✅Signed 2-3x Additional Global MNOs, Bringing the Total to +53x Covering +3.2B Subscribers ✅Opened European Research Center w/ Vodafone and University of Malaga in Spain ✅Signed Deal w/ Singapore’s Defense Science and Technology Agency ✅Joined 5G Automotive Association, which Develops and Promotes 5G-based Solutions for Connected Autonomous Vehicles

$ASTS: Deutsche Bank Lowers to Hold and Reduces PT to $106

If E. Jean Carroll had a $7,000,000 litigation bill covered by Reid Hoffman, that is taxable income. She SHOULD have paid roughly $2.5M in tax fees. Does @SecScottBessent and the @IRS know whether she "forgot" that too?