stuartpearsonmusic

@thekookreport they don't fit? Duct tape. Boom. Done. Next?

Shorts, ignore this. Call your experts and remember that the satellites will not fit in a Falcon 9, which is exactly why $ASTS just shipped it satellites to SpaceX.

@spacanpanman get rid of price targets and start talking about the eventual dividends and watch how perspective changes.

$ASTS: ONE HUNDRED EIGHTY FIVE DOLLARS 💵

@tottaway22 he is no longer a Stuart. The Society of Stuarts has renamed him "Deloris".

Pretend I am Stu about $ASTS …. I 100% know what I said is bullshit because I’m literally paid to lie I literally am such a piece of shit at my job I resort to X to try & justify a contract I am so bad at my job I just straight lie I quite literally have a miserable life

@scott_m_powell absolutely! when one wins we all win! Ad Astra!

@spacanpanman mmmm... Tropical Arctic Circle bath water!

Yes, instead of dissipating heat off into space, let's raise the temperature on Earth by boiling the oceans! Absolutely brilliant

@blueorigin MULLIGAN! Now launch a Space Mobile satellite for free!!!

The FAA has approved our NG-3 report, and corrective measures have been implemented. Prior to our second GS2 burn, we experienced an off-nominal thermal condition, and, as a result, one of the BE-3U engines didn't achieve full thrust to reach our target orbit. NG-4 preparations continue—updates coming soon.

@spacanpanman I can smell it.

$ASTS: Congrats all! +$130 awaits

@thekookreport yup. with a successful launch and Elroy's happydrunk IPO, ASTS at $200 could even hit in late June. This will be nuts.

Wish I knew what would happen, but it's going to be wild. All I know is that while the 0DTE bro's battle tomorrow against the MMs, the hardest of the hardcore #Spacemob are just readying our assault to take out $200 by July. The shorts have no idea what's going to befall them.

Tomorrow will be a G-Day like no other. Massive option interest at $95 and $100, with too much gamma for my little heart. I'm not one of these "short-ladder attack" and "blame the MMs" type of guys. Having said that, the market makers have a scary day tomorrow. $ASTS

@spacanpanman UGGG. That idiot money should be going to shares.

$ASTS: 😁 Looks like a prediction market has developed for AST SpaceMobile. What other events might be good to track?

@thekookreport but... I was told Jeff was sent to a farm upstate to play with other shares!!! Jeff... JEEEEFFFFF !!!!!!!!!

I know people are happy the stock is up ~50% since the sacrifice yet they forget the price that was paid. That share had a name. His name was Jeff. So that others may profit, Jeff was sent to the DTC executioner. Remember Jeff. Gone, but not forgotten. $ASTS

@crux_capital_ ASTS works with Nokia. They will be a BIG part of the robotics sector.

There was a big signal for $NOK in the $NVDA call Anyone catch it? I am going to share an entire report on it in a few hours here on X

@optionscjp and you won't do any of that in motion from a distance without ASTS. And NOK works with them already... time for Jensen to take a peek at Space Mobile?

Jensen just said on the earnings call that the next huge TAM for them is robotics / physical AI. Well, guess what? NONE OF THAT CAN HAPPEN WITHOUT NOKIA. $NVDA already partnered with $NOK to integrate NVIDIA AI + GPU tech directly into Nokia’s AI-RAN platform. Robots, autonomous vehicles, drones, AR glasses, industrial AI systems — none of that runs on basic wifi - They need ultra-low latency, wide-area edge connectivity. That is literally Nokia’s product. Jensen even described the vision as an “edge, industrial, robotics cloud.” Then add in the Nokia x Anduril partnership for autonomous defense + military 5G communications and you’ve got $NOK sitting at the intersection of nearly every physical AI trend Jensen is talking about. AI-RAN alone is projected to become a massive market by 2030.

@Defiantclient2 this thing reads like an exit-liquidity manifesto.

$ASTS: 🚨SPACEX CONFIRMS THAT THE RUMOURED "PARTNERSHIP" WITH APPLE WAS BULLSHIT AFTER ALL "We do not have direct contractual arrangements with handset manufacturers; instead, we expect MNO partners, as major purchasers of mobile devices, to encourage or drive such adoption. There can be no assurance that these modifications will be adopted on our preferred timeline, or at all. Internationally, we face similar constraints until handset manufacturers implement hardware and software modifications to support the international spectrum authorizations to be obtained from EchoStar. As a result, our near-term international service strategy depends on our ability to establish MNO spectrum partnerships on a market-by-market basis, which does not require device hardware modifications but is subject to the successful negotiation and execution of commercial agreements in each jurisdiction. Until device manufacturers incorporate support for our international spectrum bands into future handsets, we will be unable to offer 5G-like direct-to-consumer service on our own international spectrum." Page 45 of $SPCX S-1: sec.gov/Archives/edgar…

@spacanpanman I'm seriously dizzy from this prospectus. MAI TAI TIME !!!

$ASTS: Starlink lists its competitors: - T-Mobile $TMUS 😂 - AT&T $T - Verizon $VZ - Amazon $AMZN - AST SpaceMobile $ASTS

@BrotherMan998 thanks for this!

$ASTS From SpaceX : “The expansion of our satellite to mobile connectivity services depends substantially on our ability to secure and maintain partnerships with MNOs and on the adoption of necessary hardware and software modifications by device manufacturers”

@spacanpanman and there are about a half-dozen 2X Space-X etfs ready for this blitzkreig. This is going to be WILD.

$ASTS: 🚨SPACEX SEES $740 BILLION TAM FOR STARLINK MOBILE "Our Market Opportunity. We believe we have identified the largest actionable total addressable market (“TAM”) in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and $740 billion in Starlink Mobile as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications. For illustrative purposes of sizing our addressable market opportunity, we exclude China and Russia from our global estimates."

@spacanpanman I'm calling a Stuart meeting to revoke his name. He will now be known as "Void".

$ASTS: ABSOLUTE CINEMA™️

@spacanpanman I would LOVE LOVE LOVE to see an actual DA with T-Mobile, but I think they will have access through the JV with T and VZ. AST will definitely benefit, but I think TMUS will be paying T and VZ for the access and then money will flow to ASTS. The question is how much.

$ASTS: Where were the signs that T-Mobile is joining AST SpaceMobile?!? Right in front of your face

@CatSE___ApeX___ @WesTaylorDVM @CClok85 My mother grew up on my grandfather's farm in Wisconsin and married my father, a first generation Swede. Can't imagine having better genes than that! You are GOLD, my friend.

@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

@Defiantclient2 the thing that gets me is the "all or nothing" attitude of some on this. 'Oh, bitter agony! Here it is December and they only have FIFTEEN of the world's largest satellites in orbit! " Can you imagine the line of paying clients throwing real money at them?!? Well, yes, we can.

$ASTS: Some of you are taking that “launch every 1 to 2 months on average” wording way too literally. Some of you are literally calculating a launch of 3 every 45 days and determining number of satellites launched by year end that way. The “on average” opens up the vagueness of guiding a launch schedule. The thing about launch is that it’s out of AST’s control. So their guidance will also be vague by design. Today's PR is on track with the April 19 PR which said: The company is currently in production through BlueBird 32, with BlueBird 8 to 10 expected to be ready to ship in approximately 30 days. The company continues to expect an orbital launch every one to two months on average during 2026, supported by agreements with multiple launch providers, and it continues to target approximately 45 satellites in orbit by the end of 2026. There will be some months where it’s possible to see TWO launches in the same month (a SpaceX and a Blue Origin or a SpaceX and a SpaceX). AST has a multi launch contract with SpaceX and they also have one with Blue Origin. If AST starts a steady state AIT rate now with BB8-10, they will quickly be bottlenecked by launches instead of production. This is also why on the March 2, 2026, earnings call, Abel said they actually see more like ~45 in orbit and ~60 built. They know there's a bit of a launch bottleneck. How close AST gets to “approximately 45 in orbit” this year will depend on how many Blue Origin launches we can get IN ADDITION TO the ~monthly SpaceX launches. They also have a 3rd unknown heavy lift vehicle on standby. Some of you will say "the delays add up". Add up to what, exactly? They’re really in a race against just themselves. + The closest competitor is SpaceX with their Starlink Mobile V2 satellites which depend on Starship to get into orbit. Those aren’t slated to start deploying until mid 2027 which is their current guide. But like all things Elon and all things space, it’ll probably be delayed. + So then where do we end up with Starlink Mobile V2 commercial service start? Like mid 2028? End of 2028? AST has a lot of time. + The MNOs will wait. Most of them see SpaceX as an existential threat. + Governments want to avoid vendor lock with SpaceX. So why does it really matter if AST gets ~45 to 60 birds in orbit by year end 2026 versus by end of Q1 2027? Answer: It does not actually matter.