S🅰️m

@benrattyio Love watching this. Soon we will have hundreds to look at

Bluebird 8, 9 and 10 now live on the original bluebird tracker! After a long wait, the API provider I use has finalised the NORAD IDs and users can now start tracking the satellites. Happy birdwatching! $ASTS

@HiddenValueCap_ @investmentAGI The C on the chart is for Conviction right?

@investmentAGI Conviction is needed:

$ASTS no good news can rebound this stock. Just about to give up.

@Novariv_ They confirmed 200 Mbps in the latest business wire article 😁

1/ $ASTS dropped almost 16% the same week they literally put 3 more satellites in orbit. Think about how dumb that is for a second. The company is hitting the biggest milestones in its history and the stock is getting smoked. I keep seeing people asking what happened and if the thesis is dead, so let me actually break this whole thing down. Spoiler, Im not selling a single share 🛰️ 2/ The drop has almost nothing to do with the company. On June 12 SpaceX IPO'd at $1.77T, biggest listing ever, and basically every dollar that was parked in small speculative space names got yanked out and thrown at the new shiny thing. The whole sector bled, not just us. $ASTS just got hit the hardest, and theres a reason for that. SpaceX literally named $ASTS as a competitor in their IPO filing. So when the big dog goes public and points at you, you become the first thing people sell. Add in the index funds being forced to buy SpaceX and you get a giant capital vacuum. None of that is $ASTS doing anything wrong. 3/ Then on top of the rotation, we did the classic sell the news. They launched BlueBirds 8, 9 and 10 on June 17, clean success, and the stock faded anyway cause everyone bought the rumor and dumped the event. And look, Im not gonna sit here and pretend theres zero real overhang. Q1 revenue came in soft, insiders have been selling, and $SPCX just did a $17B spectrum deal with EchoStar that makes their direct to cell push stronger. That EchoStar one actually matters and I'm watching it. But none of this is the business falling apart. Its sentiment, rotation, and one competitor headline. 4/ Now heres what everyone forgets the second the candle turns red. $ASTS is the ONLY company building a cellular network in space that talks straight to a normal phone. No special case, no dish, no extra hardware. The phone already in your pocket. Each BlueBird Block 2 is a 2,400 sq ft monster antenna, one of the biggest commercial arrays ever flown, and it can push up to 120 Mbps down to a regular handset. Thats the moat. Nobody else is doing this at scale. 5/ And before anyone calls it a meme stock burning to zero, look at the actual balance sheet. $3.5B in cash. Over $1.2B already contracted. 2026 revenue guided at $150M to $200M. 50 carrier agreements covering close to 3 billion subscribers, were talking AT&T, Verizon, Vodafone, T-Mobile. Plus 8 development contracts with the US DoD. This is a funded company with the biggest carriers on earth already signed, not some hope and prayer ticker. 6/ The part that actually gets me excited is the model flipping on. Right now its mostly a build story. But as they get sats up and turn on commercial service, the carrier revenue share kicks in, and you go from burning cash on a constellation to actually printing recurring revenue off 3 billion potential subs. Theyre at 9 operational sats now and targeting around 45 by year end. That cadence is the entire game. 7/ Am I ignoring the risks? Absolutely not, thats how you blow up an account. Starlink direct to cell plus that EchoStar spectrum is a legit competitive threat. They HAVE to hit the ~45 satellite cadence by year end or the whole multiple comes down. Theyre still deeply unprofitable and burning $1.6B+ in free cash this year. And the insider selling isnt a great look. If they miss on launches, I'll be the first one to say the thesis cracked. But missing hasnt happened yet. 8/ So heres where I land. I never thought this thing rips straight up, its a high beta build and you have to be able to stomach 40% drawdowns like the one were in right now. But the core didnt change this week. First mover in direct to phone satellite broadband, fully funded through the build, carriers already locked, sats going up on schedule. The price got caught in the SpaceX flush. The story didnt. Down 40% from the high and Im still holding every share. What are you guys doing here? 🛰️

@HLforASTS @ASTS_SpaceMob I think bb6 took 3 weeks. Maybe with a base line it can go faster this time but honestly it takes however long it takes.

@ASTS_SpaceMob Do we know how many weeks it will take to expand the wings and take the sats operational?

MISSION SUCCESS $ASTS “This first stacked launch is just the beginning,” Avellan added. “BlueBirds 11, 12, and 13 will ship shortly for our next launch, while next-generation BlueBird satellites through BlueBird 37 are already in active production and assembly Our focus is firmly on execution: scaling launch cadence, manufacturing, and preparing for commercial service.”

@AST_SpaceMobile Is it me or is there room for a fourth bluebird

Encapsulation complete. BlueBirds 8, 9, and 10 are now secured inside Falcon 9's fairing ahead of launch. A stacked configuration powered by advanced carbon fiber structures, engineered to withstand ascent forces comparable to carrying a fully loaded space shuttle orbiter during launch. 💪 Next stop: launch. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

@HeeraniPK Sell everything and 10x leverage space X 🤣🤣

Wait what? People on X told me 3 BBs wouldn’t fit in Falcon 9. Is $ASTS posting AI generated pictures? Please advice.

@tottaway22 @spacanpanman If they're 10x as powerful, then surely it's like launching 30 block 1's if 3 are launched?

@spacanpanman That means this 1st launch of BlueBirds 8, 9 & 10 are equivalent to launching nearly 11 Block 1. Constellation is going to grow quick!

$ASTS: Block-1 vs. Block-2 ➡️ 3.5x larger phased array and 10x more powerful "The BlueBird satellites will leverage AST SpaceMobile’s next-generation stackable satellite architecture, including advanced composite carbon structures designed to support efficient multi-satellite launches and accelerated constellation deployment."

@MichaCiesl88704 @spacanpanman 3 going up in 2 weeks I'd wager. Or 10 days 😎

@spacanpanman Does not matter without sats in the sky

$ASTS: SDA 👀 STAY FOCUSED™️

@BarryNiall @spacanpanman @SpaceX Congrats man. Wish I knew about asts in 2024. Only found it last year around 40 dollars. Been a real ride since then.

@samu29119 @spacanpanman @SpaceX and neither am I. Too long a soldier to walk now! Hey, I've all the scars of it being under $2 in April 2024 to not fully enjoy where it is at now and where it could get to! Nobody is shaking me out!

$ASTS: Mood ✅ New All-Time High ✅ Blue Origin NG-4 launch next week ✅ Batch-2 BlueBirds finalizing ✅ Batch-1 Launch on Falcon-9 ✅ SpaceX IPO

@BarryNiall @spacanpanman @SpaceX

@spacanpanman I'm nervous that we are going up because of @SpaceX IPOing, rather than $ASTS's fundamentals! You, me and all #spacemob know the technical superiority of AST, but most of retail will not! I'm certainly not negative in any sense, but I'm too old to get carried away!

@DrUhsedAnalbeed @wave3trades Lucky escape.

@wave3trades If we hit $135 today I will go jerk off in a Walmart parking lot.

$ASTS GOT THAT DAWG IN IT

@peterlindmark PR pre market tomorrow. Another good day.

$ASTS BlueBird-9 was spotted by Jared Compton in Florida an hour ago and is currently 3 hours away from Cape Canaveral. Coming in hot!

@DragonMaxGoku I don't see how it would make anything better. They're ramping up manufacturing and if they're good for 100 satellites. They're ultimately limited by production and launch providers atm. So hopefully they don't ravage the stock price for once.

$ASTS I will not mind the company raising 1 to 3 Billion dollars at current prices to accelerate launch even further to get us to 100+ satellites next year.

@DRMunnyMD @wave3trades No need to be upset. This is my only account 🤣

@samu29119 @wave3trades how many 1 follower pump accts you got going cat boy? or is it cat girl...or cat non-binary Sam?

$ASTS ABOVE $120 PARABOLIC BREAKOUT ALL TIME HIGHS ARE NEXT!

@DRMunnyMD @wave3trades Thank you for your sacrifice so we can go higher.

@wave3trades cashed out at this level. reset will be swift. 💰

@DeNebulord One of us

Chat, is it cool if I put the 🅰️ in my name? Does this mean I’m officially part of AST space mob? $ASTS

@rob352606242352 @retail_mourinho Yup

@retail_mourinho How does the early European price affect the US markets usually? Will the US price gap up to reflect the European action?

$ASTS up 6% at the european stock exchange

@Ozzzzy25 @retail_mourinho Just Google it broseph.

@retail_mourinho “Where can we check European stock markets?”

@MarketMatrixs $ASTS will be $500

@CatSE___ApeX___ I live for spacemob posts and your posts are always appreciated catse!

x.com/catse___apex__… And so SpaceMob tracks the narrowing of the TM-NTN performance gap (something else no analyst gas ever done). Looks like $ASTS will initially beat towers on fringe use cases, rural, sea etc. But what’s interesting is that rate of change is faster than terrestrial even before most tweaks are fielded. AST is catching up on terrestrial. So it will reach cupper landline replacement and suburban use cases early by the looks of it. And have adequate capacity for urban not spots.

What does the capabilities of a full $ASTS Spacemobile constellation look like? what can it do? 1/