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I will never understand folks who continue to doubt the usefulness of TA, within the context of fundamental DD. My guess is that the haters are bitter that they can't do TA for themselves. I myself have zero charting skills, but I am skilled enough to identify, follow, and learn from successful TA accounts such as: @Reformed_Trader @Omnislash4k2 @KUEHCK1 @Staudinger333 @Chartradamus @tuff_4r These names aren't new to most in SpaceMob, but to newer investors just learning about $ASTS, I can't recommend following these accounts enough. Their analyses have helped me significantly in the timing of getting more defensive / aggressive around my core position. Of course it's not perfect, but I've seen enough (and profited enough) from the content in these TA accounts over the past 15 months that I'm definitely a TA believer. In my humble opinion, anyone who ignores these accounts is making decisions with incomplete information, and is at a disadvantage.

@Reformed_Trader I printed this post the day you wrote it and it has literally been hanging in my office above my screen. Been a great reminder of the bigger picture when we were down in March/April. That’s why you’re the goat, RT! 🐐

On Memorial Day, we remember and honor those who gave everything in service to our country. Thank you.

$ASTS closed at ~$106 heading into a long weekend. Take a breath. Here's what's happening behind the scenes while the market is closed. Every analyst at Goldman, Morgan Stanley, Deutsche Bank will pull apart the SpaceX S-1 this weekend. They would be modeling @Starlink 's $11.4B at 63% margins. They will be sizing the $740B D2D TAM. And they would be looking at the named competitor in that filing $ASTS . Those analyst reports hit desks Tuesday morning. Fresh eyes. New models. Public comparable identified. All three BlueBird satellites are confirmed ready for June launch. Next week we should hear the specific launch date. Once that gets pinned on the calendar, it becomes real for every investor still on the sidelines. SpaceX IPO roadshow starts in two weeks. Starlink will be the most talked about business in finance for the next month. Every conversation about Starlink Mobile is a conversation about the D2D market that $ASTS leads in technology and carrier partnerships. New investors and retailers will discover $ASTS through SpaceX's own story. What I expect in June: $ASTS announces the next batch of satellites for July launch around the same time BB8-10 go up. If manufacturing cadence is proven, the market stops debating whether they can build satellites and starts pricing in the full constellation. That's the shift from "can they execute" to "how fast can they scale." Things are becoming routine at $ASTS . Satellites built. Satellites shipped. Satellites launched. That's the biggest catalyst of all i.e. when execution becomes boring, the market pays up. Now the part I want to say directly. I know a lot of you are sitting on gains right now and thinking about taking profits over the weekend. That's your call. But here's what I learned trading $TSLA for years. I exited momentum multiple times thinking I'd buy back on a dip. Sometimes I did. Sometimes the stock never came back to my exit price and I watched it run without me. The times I missed the re-entry cost me more than every dip I ever sat through. Building a thesis is the first hard thing. Building conviction is harder. But the hardest thing is doing nothing while the thesis plays out - sitting through the red days, the bear posts, the volatility, the urge to trade around your position, or taking profits and rotating into something shinier that showed up on your X feed. I'm not setting price targets. I don't call tops or bottoms. If you want short-term technical levels, @Reformed_Trader charts have been solid - You do You. What I will say: partnerships are inevitable but useless without hardware in orbit. The hardware is going up next month. The partnerships (google, meta, anduril) will follow. The analyst coverage is coming. The institutional discovery is happening right now over someone's morning coffee at a long weekend house in the Hamptons. Let it cook. $ASTS 🛰️

@AST_SpaceMobile @kingtutcap

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

The last BlueBird in the convoy is on the move. BlueBird 9 has officially left our Texas facilities and is heading to Cape Canaveral to reunite with BlueBirds 8 and 10. Next stop: the launch pad.🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

@Reformed_Trader Cute doggo!

Recently surprised the kids with a new puppy. And they fell in love pretty quickly.

$ASTS: 🚨 Jeff Bezos discloses that Blue Origin is now producing its 5th New Glenn GS1 Booster and 15th New Glenn GS2 Second Stage

$ASTS: 🇯🇵 Anpanman 2027 Prediction Rakuten will create SatCo Japan JV with KDDI, NTT Docomo and Softbank powered by AST SpaceMobile

@LeoCapital_01 @Defiantclient2 @SpaceX Incredible stuff - the next few months will be legendary

I stand corrected. $ASTS was indeed mentioned in the SpaceX S-1. Named as a competitor in the largest IPO in stock market history. But more importantly, @SpaceX just told the SEC that Starlink Mobile -- their D2D satellite-to-phone business -- is a $740 billion total addressable market. Not my number. Not an analyst estimate. SpaceX's number. Filed with the SEC. Legally binding. $740 billion. For the market that $ASTS is the only public pure-play in. Let me put this in context. SpaceX S-1 breaks down their Connectivity TAM as: Starlink Broadband: $870B Starlink Mobile (D2D): $740B Total Connectivity: $1.6 trillion Their Connectivity segment today: $11.4B revenue at 63% EBITDA margins. The most profitable satellite business ever built. Their D2D today: 650 mobile satellites, 7.4 million monthly unique devices, ~30 countries. T-Mobile's CFO calls it "low usage, geographically contained." SpaceX next-gen broadband D2D (V2 Mobile): deploying on Starship in 2027. Needs Starship flying commercial payloads reliably, 3GPP Band n252 finalized, phone OEMs adding chipset support, and 1,200 new satellites built. 2027 is ambitious. 2028-2029 is realistic. $ASTS launches broadband D2D next month. Now the repricing math using SpaceX's own $740B TAM: $ASTS at $89 today = ~$34B market cap. That's pricing ASTS at 4.6% of the TAM that SpaceX itself just validated. SpaceX paid $17B for 65 MHz of D2D spectrum alone. Just the entry ticket to this $740B market. No satellites for it. No phones support it. No service. ASTS costs $34B and you get: satellites in orbit, 33 more in production, 98.9 Mbps proven, custom ASIC in production, $3.5B cash, $1.2B contracted backlog, 60 carrier partners, all three US carriers forming a JV around it, and the only low-band indoor D2D spectrum access on Earth. Even at modest market capture: 1% of $740B = $7.4B revenue → at 15x = $111B → ~$290/share 2% of $740B = $14.8B revenue → at 12x = $178B → ~$466/share 3% of $740B = $22.2B revenue → at 10x = $222B → ~$581/share SpaceX is targeting a $1.75T valuation on $18.7B total revenue across Space, Connectivity, and AI. That's a 94x revenue multiple. The market is willing to pay for TAM capture. ASTS at $34B on a $740B TAM with confirmed technology, carrier partnerships, and a launch next month? That's not speculation. That's a mispricing. 63% EBITDA margins at scale. SpaceX just proved satellite connectivity prints money. The same business model applies to ASTS. When the repricing happens: This week -- analysts pull apart the S-1. ASTS named in the competitor section. The $740B D2D TAM enters institutional models for the first time. Next 2 weeks -- Goldman, Morgan Stanley publish SpaceX models. Every D2D valuation needs a public comparable. SpaceX just named one. June 8-12 -- SpaceX roadshow. Every financial network in America talks space. The only public D2D pure-play rides the wave. Mid-June -- BB8-10 launch on Falcon 9. $ASTS puts broadband hardware in orbit while SpaceX V2 Mobile is still on a roadmap. Late June -- Russell rebalancing. SpaceX IPO capital rotates into the space sector. SpaceX validated the TAM at $740B. Validated 63% margins. Named the competitor. And their broadband D2D is years away. The repricing clock started today. $ASTS 🛰️

@KUEHCK1 @Defiantclient2 @CatSE___ApeX___ @spacanpanman @thekookreport @kingtutcap @tottaway22 @Nicks_picsSoCal @dixonhill432305 @TangriGagan @NioblueSky @ngjesalex @IvanHri91235556 @MindlessMechani @asymmetric_bets @rgash11

$ASTS - It's probably not a question if there is a new high but rather how high ? Buyers continue to built higher skyscraper(dotted blue towers). 1/ @Defiantclient2 @CatSE___ApeX___ @spacanpanman @thekookreport @kingtutcap @tottaway22

If Starlink is the crown jewel that justifies the SpaceX valuation, and $ASTS is building the direct competitive alternative to Starlink Mobile with better spectrum, better carrier relationships, and a pure-play structure, then $ASTS is dramatically undervalued IMO

$ASTS: 🚨SPACEX CONFIRMS AST SPACEMOBILE AS A COMPETITOR TO STARLINK DESPITE CALLING AST A MEME STOCK

SpaceX S-1 just dropped. Here is the quick analysis that matters for $ASTS . SpaceX Starlink Mobile has 7.4 million monthly unique devices connected across 30 countries. 7.4 million phones connecting to satellites from space. D2D demand is real. Market validated. But here's the context T-Mobile's CFO already gave us: "relatively low usage and concentrated around national parks." 7.4M devices pinging satellites at 3-5 Mbps for occasional texts and emergency use. Now imagine 98.9 Mbps on low-band spectrum that works indoors. Same market. 33x the speed. The usage per device changes completely. Starlink Connectivity segment: $11.4B revenue at 63% EBITDA margins. Satellite connectivity at scale prints money. If $ASTS achieves even half those margins, the long-term profit case is massive. D2D revenue isn't broken out separately -- it's buried inside the $11.4B. Probably $200-500M. Small today. But SpaceX confirmed V2 Mobile (next-gen broadband D2D) deploys on Starship in 2027. They're investing heavily because they see where this goes. The S-1 also confirmed something else: xAI lost $6.4 billion in 2025. Starlink's $4.4B profit is subsidizing the AI burn. That's where analyst attention will go -- not D2D. Here's what I take from the S-1 for $ASTS: D2D demand is proven -- 7.4M devices in 18 months ✅ Satellite connectivity margins are 63% at scale ✅ SpaceX next-gen D2D doesn't deploy until 2027 — $ASTS launches next month ✅ D2D revenue isn't disclosed -- analysts will estimate it, creating the comparable that reprices $ASTS ✅ @SpaceX just showed the market that satellite connectivity is a $11.4B, 63% margin business. They also showed that D2D has 7.4M devices and growing. $ASTS is building the broadband version of that. With low-band spectrum. With a carrier JV. With 60 MNO partners. Launching in weeks, not years. The S-1 didn't mention $ASTS . It didn't need to. The numbers speak for themselves. $ASTS 🛰️

A BlueBird convoy is officially underway. Two BlueBirds are already making their way to Cape Canaveral, with the third close behind. Next stop: the launch pad.  🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones.🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

@corey407woc LOL… we are so early 😏

Love getting text messages from friends telling me to sell all my $ASTS shares because they just heard about SpaceX IPO. 🅰️💎🙌😆

@CatSE___ApeX___ @Defiantclient2 @WesTaylorDVM @CClok85 You are the best CatSE

@WesTaylorDVM @CClok85 I spent my time prior to $ASTS Breeding cattle, growing trees, caring for my tennants, collecting military grade sensors, drones and firearms, municipality politics, raising a family w.3 kids, accumulating capital and serving in the swedish national guard. I’m just a farmer.

Tucked into the footnotes and market analysis of this May 14 order are explicit references to major satellite direct-to-device approvals that the FCC handed down just two days prior (on May 12, 2026). $ASTS

Wouldn’t it be something if June 12th is also the date of of the BB8-10 launch? $ASTS

*SPACEX TO PRICE INITIAL PUBLIC OFFERING AS EARLY AS JUNE 11, SET TO LIST SHARES ON JUNE 12 *SPACEX SHARES SET TO TRADE UNDER TICKER 'SPCX' $SPCX

$ASTS: 🚨NG4 GS1 + GS2 BOOSTERS ARE MATED This means FAA clearance is very imminent™️ The NG4 payload is almost certainly believed to be @Amazonleo. The next launch with @AST_SpaceMobile will be ~4 BlueBird satellites, but it is not known when exactly that launch will be, whether it's NG5, NG6, NG7, or beyond. Watch this space! LET'S GO @blueorigin! 🚀🚀🚀🚀