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REDRUM 🅰️

@redrum_2001

D2D Telecom analyst. I run the AST SpaceMobile Podcast & the SpaceMob Store. Live in Sweden 🇸🇪

Sverige Katılım Ağustos 2015
612 Takip Edilen4.6K Takipçiler
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REDRUM 🅰️
REDRUM 🅰️@redrum_2001·
$ASTS - Launch Prediction Chart 🚀⁣⁣ ⁣⁣⁣ ℹ️ Deployment plan to reach around 45 satellites in orbit during 2026⁣ ⁣⁣ ℹ️ AST has communicated that they plan for 248 satellites by the end of 2028⁣ ⁣⁣ ℹ️ Next launch is planned to be three satellites (BB8-BB10) on a Falcon 9 in June⁣ ⁣⁣⁣ 💡 I predict 44 satellites in orbit at the end of 2026 ⁣ 💡 I predict a steady increase in production cadence, reaching 6 satellites a month by July⁣ 💡 I predict 7 satellites to be launched in August - 3 on Falcon 9, 4 on New Glenn ⁣ I update this chart on a monthly basis, or when something occurs that affect these predictions.⁣ ⁣⁣⁣ ✅ Make sure to follow for future updates.⁣⁣ ⁣⁣ Latest chart is always the pinned post on my profile.
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REDRUM 🅰️
REDRUM 🅰️@redrum_2001·
$ASTS - A year from now, AST SpaceMobile will offer continuous coverage in the US, Europe and Japan. That means ~1.8 billion high ARPU subscribers will be able to use the SpaceMobile D2D service. A year + a few months from now AST will have global continuous coverage that can connect to 6.8 billion devices. Do the math and figure out what that means for the stock price.
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REDRUM 🅰️
REDRUM 🅰️@redrum_2001·
$ASTS - In the latest @scottwisniews interview, he mentioned some information about how many Bluebird satellites some rocket types can carry. 👇
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Tut C🅰️pital
Tut C🅰️pital@kingtutcap·
Ask me anything! ⬇️ Since markets are closed today, I’ve got some free time and will try to answer every single question. *Disclaimer: Nothing I say should be taken as advice of any sort.
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Brian Stout
Brian Stout@stoutiam·
@redrum_2001 Huge thanks for making this accessible. Couldn’t think of a better pump soundtrack at the gym.
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REDRUM 🅰️
REDRUM 🅰️@redrum_2001·
$ASTS - AST SpaceMobile Podcast keeps growing. 2323 subscribers at the moment.
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REDRUM 🅰️
REDRUM 🅰️@redrum_2001·
$ASTS - Next MNO to join AST SpaceMobile?
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BugSlinger24
BugSlinger24@bugslinger24·
@redrum_2001 So much better than trying to listen to recorded spaces on X! Appreciate your work!
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ninj🅰️platypus
ninj🅰️platypus@_ninjaplatypus_·
@redrum_2001 It’s so much more convenient than dealing with X’s inability to manage spaces on an iPad, there’s minimal delay before you release them, the editing is pretty slick, and there’s a reason to listen to the end for the “waffles.” What’s not to like?
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REDRUM 🅰️
REDRUM 🅰️@redrum_2001·
$ASTS: 🚨REDRUM CAPITAL INITIATION OF COVERAGE - BUY RATING AND $1500 PRICE TARGET AST SpaceMobile is at the forefront of a telecommunications revolution, with a clear vision to connect the unconnected. Its innovative technology, strategic partnerships, and massive addressable market create a compelling investment case. Revenue is projected to grow from $100–200 million in 2025 to $15–40 billion by 2030, driving share prices from ~$25 today to $500–1500 over the long term. While risks remain, the company’s trajectory suggests it could become a global leader in space-based connectivity. Investors with a high-risk, high-reward appetite should consider AST SpaceMobile a core growth holding. Download report here: gryden.se/asts/AST-Redru… 1/2
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REDRUM 🅰️ retweetledi
Leo Edge
Leo Edge@LeoCapital_01·
$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 🛰️
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REDRUM 🅰️
REDRUM 🅰️@redrum_2001·
$ASTS - Listen to the latest episode: 🎙️ Anpanman - The Space Frontier: AI Data Centers and the Trillion Dollar Opportunity Listen and subscribe to the AST SpaceMobile Podcast here: pod.link/1832680690
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REDRUM 🅰️
REDRUM 🅰️@redrum_2001·
$ASTS - Anpanman explores how the upcoming SpaceX IPO will serve as a massive validation event for the entire space sector, forcing institutional investors to pay attention to the SpaceMob. “𝘐 𝘵𝘩𝘪𝘯𝘬 𝘵𝘳𝘶𝘭𝘺 𝘵𝘩𝘦𝘳𝘦 𝘪𝘴 𝘨𝘰𝘪𝘯𝘨 𝘵𝘰 𝘣𝘦 𝘵𝘩𝘪𝘴 𝘩𝘢𝘭𝘰 𝘦𝘧𝘧𝘦𝘤𝘵... 𝘵𝘩𝘦𝘺'𝘳𝘦 𝘨𝘰𝘪𝘯𝘨 𝘵𝘰 𝘣𝘦 𝘩𝘪𝘵𝘵𝘪𝘯𝘨 𝘢𝘭𝘭 𝘵𝘩𝘦 𝘱𝘭𝘢𝘤𝘦𝘴 𝘸𝘩𝘦𝘳𝘦 𝘵𝘩𝘦 𝘭𝘢𝘳𝘨𝘦 𝘧𝘶𝘯𝘥𝘴 𝘢𝘳𝘦 𝘢𝘯𝘥 𝘵𝘩𝘦𝘴𝘦 𝘱𝘦𝘰𝘱𝘭𝘦 𝘢𝘳𝘦 𝘨𝘰𝘪𝘯𝘨 𝘵𝘰 𝘣𝘦 𝘭𝘦𝘢𝘳𝘯𝘪𝘯𝘨 𝘮𝘰𝘳𝘦 𝘢𝘣𝘰𝘶𝘵 𝘵𝘩𝘦 𝘴𝘦𝘤𝘵𝘰𝘳, 𝘵𝘩𝘦 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺, 𝘸𝘩𝘪𝘤𝘩 𝘪𝘴 𝘵𝘩𝘦 𝘭𝘢𝘳𝘨𝘦𝘴𝘵 𝘪𝘯 𝘩𝘶𝘮𝘢𝘯 𝘩𝘪𝘴𝘵𝘰𝘳𝘺, 𝘵𝘩𝘦 𝘛𝘢𝘮, 𝘸𝘩𝘪𝘤𝘩 𝘐 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘢𝘨𝘳𝘦𝘦 𝘸𝘪𝘵𝘩.” The SpaceX roadshow will educate the world's largest funds on the space economy. Once these investors grasp the trillion-dollar total addressable market, they will seek out pure-play alternatives like SpaceMobile to gain leveraged exposure to the trend.
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REDRUM 🅰️
REDRUM 🅰️@redrum_2001·
$ASTS - 🚨New episode featuring @spacanpanman is live on the AST SpaceMobile Podcast! 🎙️ Anpanman - The Space Frontier: AI Data Centers and the Trillion Dollar Opportunity ✅ Space Sector Investment Opportunities ✅ AST SpaceMobile & AI Data Centers ✅ SpaceX IPO Halo Effect ✅ Blue Origin New Glenn Progress ✅ Risks of Leveraged ETFs ---------- Anpanman explores the rapid sentiment shift in the space sector, moving from the “𝘱𝘪𝘵 𝘰𝘧 𝘥𝘦𝘴𝘱𝘢𝘪𝘳” in early May to a significant rally driven by fundamental catalysts. The discussion centers on the historical context of space as a generational investment opportunity, likening it to the rise of railroads, oil, and the internet. Anpanman highlights why the SpaceMob is early to a transformational shift that legacy institutions are only just beginning to understand. The episode delves into the strategic positioning of SpaceMobile, particularly regarding its massive solar arrays. Anpanman explains how the ability to generate over 100 kilowatts of power per satellite opens the door for AI data centers in space. This natural progression from connectivity to compute positions the company to solve the looming electricity bottleneck facing terrestrial AI infrastructure. Analyzing the broader industry, Anpanman discusses the implications of the SpaceX IPO and the Blue Origin factory tour. He explains why the SpaceX “𝘩𝘢𝘭𝘰 𝘦𝘧𝘧𝘦𝘤𝘵” will draw institutional capital into pure-play stocks like SpaceMobile as funds look for ways to play the largest TAM in human history. The conversation also provides real-time updates on the shipping of Bluebird satellites 8, 9, and 10 to Cape Canaveral for upcoming launches. Finally, Anpanman offers a word of caution regarding new leverage products and 2x ETFs. He explains the mathematical decay and risks associated with these instruments, advising investors to focus on the long-term potential of the constellation rather than short-term speculative tools. The episode concludes with a look at the future of fixed wireless markets and the expanding role of L-band and S-band spectrum in global connectivity. youtube.com/watch?v=jpQYgl…
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