J🅰cob Windle

Some $ASTS ramblings: We’ve been through absolute hell and back with this stock over the last 4 years. Survived short reports, bankruptcy scares, endless dilution, and brutal 50%+ drawdowns that would’ve killed any other ticker ten times over. And yet, through all of it, we kept buying. Kept doubling down while everyone else called it dead and uninvestable. From day zero, the narrative was pure doubt: “Direct-to-device isn’t real, the tech doesn’t work, it’s impossible. Even if it did, it’s not commercially viable. It’s not worth it. Everyone who tried before failed.” That’s what they said. Now? The tech works. And suddenly, every single satellite player and their mother is chasing direct-to-device like it’s the holy grail. The same people who said it was impossible are now scrambling to build it. I’ve never seen a stock attacked like this one since the early $TSLA days. Whole accounts exist just to spread FUD 24/7. So many people rooting for a company to fail or celebrate whenever the stock go down. Jealousy? Bitterness? Insecurity? Who knows. But it’s real, and it’s wild. There’s literally an industry “consultant" who’s turned bashing AST into a career. He’s been wrong again and again, proven wrong every time, moves the goalposts, and still somehow gets quoted like he’s gospel. The market treats AST like the most fragile glass house in existence. A funding delay? 50% haircut. A launch delay? 50% haircut. Starlink gets involved? 50% haircut. Elon sneezes or helps Trump? Another haircut. Starlink buys spectrum (which should be bullish because it validates AST's thesis)? Nope... haircut. It’s insane. Every piece of news gets spun negative, no matter how much it actually confirms that ASTS is on the right path. SpaceX is throwing billions at direct-to-device. They’re late, scrambling, trying to catch up. That’s not bearish — that’s bullish beyond belief. And when telcos realize they need AST in their ecosystem, the same people calling it a scam will pretend they “always saw the vision.” Zoom out. This is life-changing technology. It connects underserved regions. It gives first responders connectivity when everything else fails. It brings millions of people online who’ve never had access. It’s not just another moonshot - it has real social impact. Anyone with some decency should want this to succeed, because the world will be better if it does. Yes, it’s risky. People love to highlight that. But AST isn’t just “another one that tried.” The business model is built off learnings from Iridium, Globalstar, and Teledisc. They have spectrum partnerships, real satellites in orbit (the biggest in LEO), working demos, and now an entire industry chasing the concept they pioneered. The difference is night and day compared to the failures of the past. Management is aligned with us. No insiders dumping at the top like every other stock that ran 300–400%. Abel and team are in this to win it. They know it’s binary. They’ve structured themselves to ride it through to the end. And delays? They’re part of the game. Zoom the f out. Anyone who sold on delays already regrets it — April 2024 sellers, Nov 2024, sellers, May 2025 sellers, August 2025 sellers. Capitulation looks dumb in hindsight, every single time. If you sold and locked in gains, great for you. But if you can’t stomach the risk, that’s fine - it’s always been higher than your tolerance. Don't go buying call options and then cry about short term price movement when they expire worthless. This has always been a binary investment for me: either it works and AST prints billions, or it doesn’t and it sinks; and I’ve fully accepted that. I’d rather ride it to zero than sell early and miss the thesis playing out, and I’d rather sell too late, even at a loss, than sit on the sidelines watching this turn into a generational company. I’m in AST until the very end; if it fails, I go down with the ship, but if it works, it’s life-changing.. and I’ll be here for it regardless of how much noise, hate, or FUD gets thrown at it. Get rich or die tryin' 🫰