Sabitlenmiş Tweet
Seb🅰️s DS
274 posts
Seb🅰️s DS retweetledi
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
English
@mnvadillo @mercadopago En realidad no es problema del prestador, yo pediria 1000%, el problema lo tiene la persona que llego a la situación de tener que pedir la plata prestada, falta educación financiera, si esto ultimo fuera mejor, no habria prestamos a tasas tan altas
Español
Pedís $800.000. En 30 días devolvés $912.000.
Tasa efectiva anual: 372%.
Esto no es un prestamista clandestino. Es una billetera
virtual con app, logo y oficinas en los mejores edificios del país. @mercadopago
Español
One of you DMed me asking: if $ASTS is such a generational wealth stock, why are bears shorting it to the highest levels?
Great question. Let me clarify how I think about this.
Imagine a skyscraper being built in Manhattan.
Foundation is poured. Steel is going up. 60 tenants have signed leases. Grand opening is scheduled for June.
A bear walks by, sees no tenants inside, and says: "This building has no rental income. It's worthless. I'm betting it fails."
That's what's happening with $ASTS right now.
Bears see $14.7M in quarterly revenue on a $27B company and short it. They're pricing a construction site like a finished building.
Meanwhile: 33 satellites in production. 60 carriers signed. $75-100M in contracted backlog. Launch in June. FCC approved. 98.9 Mbps proven.
The building isn't empty. It's just not finished yet. Get it?
Now -- about that short volume chart.
First thing to understand: short VOLUME ≠ short INTEREST.
Short volume is daily flow. Short interest is total position. Big difference.
Think of it like a grocery store. Short volume is how many people walked through the door today. Short interest is how many people are still standing inside.
A huge chunk of daily short volume is market makers. When you hit "buy," a market maker sells short to fill your order, then covers seconds later.
They're the cashier making change -- the money comes right back. It looks like selling. It's actually them helping YOU buy.
But the real short adding IS happening.
Here's why:
Reason 1: Revenue miss gave them confidence. $14.7M vs $36.6M expected. They see "miss by 60%" and double down. They didn't read the business update.
Reason 2: Convertible bond hedging. Funds buy $ASTS convertible bonds and automatically short the stock as a math hedge. Not a bet against ASTS. These shorts won't cover for years regardless of news.
Reason 3: They think the valuation is unsustainable. $27B market cap on $14.7M revenue. Some shorts only see that ratio.
What they're missing:
The building took a bad inspection report and held its value. Stock didn't crash to $50 on a 60% miss. It held $70+. That means buyers are absorbing every share shorts are selling.
Guidance reaffirmed: $150-200M. Half already under contract. 45 satellites targeted. Three new government contracts. Mid-June launch on Falcon 9.
Why this pattern matters:
Shorts are always most aggressive right before they're wrong.
Tesla 2019: bears shorted it every day while the China factory was being built. "No profit, overvalued." They kept adding.
Then it went from $40 to $400 in 12 months.
They were shorting the construction site. The building opened anyway.
$ASTS 🛰️
English
$ASTS This week is the last time AST will ever trade near $75. I was right here regarding $50 in September and will be right again regarding this price. $75 is the floor now.
Endless Capit🅰️l@endless_frank
$ASTS This will be a defining moment where shorts put their ego’s aside and either cover or go bankrupt from here. Let’s come back to this post as I think this/next week will be the last time AST ever trades around $50. The TAM is just too big and nobody can do what they do.
English
@endless_frank @Mangofreshhhhh I will be happy just with the gain from yesterday hehe
English
@Mangofreshhhhh Crazy prediction. $ASTS Closes over $95 today.
English
$ASTS Anyone with half a brain dgaf about this past quarter’s revenue/eps.
It’s all about use cases, the constellation buildout and modeling 2-3 years out, and they’re on track if not ahead of schedule.
We close green today.
Kevin Chen@Defiantclient2
$ASTS: My updated summary of @AST_SpaceMobile post-Q1 2026 update 👇 PROVEN TECHNOLOGY + Broadband D2D technology, protected by approximately 3,900 patents and patent-pending claims + Demonstrated peak data rate of 98.9 Mbps over international waters + Proven spectral efficiency of at least 3 bits/Hz, with Block 2 BlueBird satellites expected to achieve ~200 Mbps downlink per beam + Proven seamless satellite-to-satellite handover + Actively working on ~10 distinct non-communications use cases, each in various stages of maturity and each having potential to grow into government contracts worth "hundreds of millions" of annual revenue each + Actively demonstrating low band radar applications to the US government, supporting the needs of Golden Dome PARTNERSHIPS + Multiple 5 to 10 year commercial definitive agreements and/or equity investments with major key MNOs around the world: AT&T, FirstNet, Verizon, Vodafone, STC Group, Bell, and Telus + Nearly 60 memorandums of understanding and/or agreements with global MNOs that are on a path to commercial definitive agreements + European joint venture with Vodafone: Satellite Connect Europe, which has partnerships with Orange, Telefonica, Axian Telecom, VodafoneThree UK, Vodafone Ireland, Romania, and Ukraine, CK Hutchison Group, Sunrise, and Taiwan Mobile + Prime Contractor to the US government/military + Teaming agreement with Fairwinds for communications applications for the US government/military REGULATORY/SPECTRUM + Full FCC commercial approval for 248 BlueBird satellites, which includes access to a total of up to 53x53 MHz low band MNO spectrum in the US + 1,150 MHz low and mid-band tunable MNO spectrum globally + 80 year access to Ligado's 45 MHz of MSS L-band in North America + Pending requests with the FCC for up to 45 MHz of MSS S-band internationally CONTRACTS/REVENUE BACKLOG + Over $1.2B of contracted commercial revenue backlog + Rapidly growing government revenue backlog with over 10 government contracts + Anticipates 150M to 200M revenue in 2026 with upside potential + Anticipates ~1B revenue in 2027 with upside potential MANUFACTURING AND LAUNCH + 6 commercial BlueBird satellites in orbit + Next 3 BlueBirds (BB8-10) scheduled to launch in mid-June on a SpaceX Falcon 9 vehicle + Guiding for approximately 45 BlueBirds in orbit by year-end + Multi launch contracts with SpaceX, Blue Origin, and an undisclosed medium/heavy lift vehicle on standby (in advanced discussions with ULA for Vulcan?) + Up to BB33 in advanced stages of assembly, with microns completed to BB33 + Phased arrays completed to BB28 + Manufacturing pace supports a launch cadence of every 1 to 2 months on average + Over 500,000 sqft of manufacturing at full production + Investments completed to enable a production capacity of 6 satellites per month with room to grow to 10 or 12 per month via automation and facility expansions + Dedicated micron production facility in Texas is now fully operational, with capacity to support over 10 satellites’ worth of microns per month + Over 2,000 global workforce CASH/LIQUIDITY + Robust ~3.5B cash/liquidity on current balance sheet, fully funded for ~100 BlueBird satellites + Reiterated no plans for more convertible notes in 2026
English
@endless_frank Frank you really think so? So why is falling right now, why are selling? Really dont understand 😔😔
English
$ASTS There’s no disappointment in this earnings report.
The stock will be up tomorrow. Mark it.
English
Brey
Braida Di Lollo Pellegrino Blanco
Delgado Paredes
Velasco Herrera Aranda
Romero
Así tendría que salir Boca contra Cruzeiro para mí, ustedes a quienes pondrían?
Español
@Info_BosteraOk Era pase rapido a weigandt, ya esta no importa, a pensar en cruzeiro
Español
Si ven jugar a Boca, esta jugada se repite mil veces en diferentes partidos y siempre el pase va a Di Lollo (como marca Brey con su brazo), Delgado quiere girar innecesariamente (encima gira al revés), error y gol del rival. Fin.
Español
@FernandoMarull Ya lo han dicho hasta el hartazgo, el unico que gana en la bolsa es el que le gana a la impaciencia, yo voy un 214% de ganancia en apenas 6 meses
Español
Seb🅰️s DS retweetledi
Inside our new Midland facility, purpose-built for high-volume Micron production.
Nearly 500,000 sq. ft. of manufacturing infrastructure in Texas driving automation and scale.
Supporting production of up to six satellites per month, and a launch cadence of every one to two months on average.🚀
The largest commercial phased arrays ever to be deployed in low Earth orbit.
Built in Texas. Connecting the unconnected with space-based cellular broadband. 🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
English
@HormigaXeneize Ninguno. Zeballos. 4222 y a ganar!!! Delgado Paredes. Zeballos, Aranda. Merentiel y Bareiro
Español
Quién tiene que reemplazar a Ascacibar por la Copa?
Español
@FeernaVelasquez Tambien es difícil encontrar un 4 como ibarra, lastima que no se que paso que en la selección no pudo mostrarlo pero era un 4 de selección, la comparación era zanetti. Hoy el unico es Molina pero no va a venir, que 4 en Argentina hoy se destaca?
Español
Creo que no me voy a olvidar de ninguno pero desde el negro Ibarra pasaron
Cellay
Roncaglia
Sosa
Marin
Albin
Fuenzalida
Peruzzi
Jara
Buffarini
Advincula
Barinaga
Weigandt
Ninguno pasa de los 6 puntos en su tiempo en Boca, desde Ibarra que no hay un lateral derecho
Español
Seb🅰️s DS retweetledi
Announcement: Mid-June launch of three Bluebird satellites aboard a Falcon 9 rocket.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
32 next-generation satellites at advanced stages of assembly to be ready for launch.
Network deployment with a launch every one to two months on average.
Space-based cellular broadband. Built in Texas.
🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
English
@laultimasiesta Zeballos!!! Delgado tirado por derecha, paredes de 5, changuito x izquierda, enganche aranda arriba merentiel (ya va a volver) y bareiro . Hay que pasarlos x encima!!!
Español
quien va a reemplazar a este muñeco contra cruzeiro? herrera? BELMONTE? ALARCON?
Español
$ASTS Trump is close to a deal with Iran. I swear to Christ if these MF’ers sell space stocks again with oil through the floor tomorrow and rate cut odds rising I’m giving my cousins Lorenzo, Angelo and Salvatore a ring and we’re going to their offices with ⚾️ bats.
Had enough.
English
@sebaskalel @yonki_mercados Mostly correct. Market is priced for no success now. This is the opportunity.
English
El última caída de $ASTS está siendo muy dura.
Nada menos que un -50% desde sus máximos !!!
Que esta pasando?
Se han caído los satélites ?
Ha explotado la oficina de Abel Avellan ?
Tranquilo.
Suelta el tranquimazin
Y vamos a analizarlo con calma 👇🏻
Español
$ASTS $RKLB $RDW $FLY $LUNR As indices rip higher the sell algo is hammering majority of the space basket.
I really miss the days when stocks traded independently off their own fundamentals and not strictly to a poorly coded algo
Reformed Tr🅰️der@Reformed_Trader
Is it making sense yet?
English
$ASTS shareholders waiting for something to happen after the stock fell 48%+ for a 5th time in 20 months.
English