@endless_frank Stop trading options and just hold long term. It will work itself out
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🅰️nthony M
48 posts
$ASTS Contact with BB8-10 was made within minutes and are well ahead of schedule of getting in position to unfold.
New Space X STA shows we’ll have several launches between now and January 10th 2027.
I predict we’re at a minimum of 24 satellites by year end.
We add in some combo of 2 launches with either Blue Origin, Ariane or ULA in Q1 and we easily get to 45 by the end of the Q1. Only a 3 month delay from initial projections rather than 6 months.
Beta testing starts near year end and the unlock of expanded DA’s with first responder networks adds $60 to the share price.
Markets price growth stocks at least 9 months in advance and in 9 months we have a commercial business.
It’s time for the algo’s to stop basket trading and start thinking about the immeasurable upside this company has the next 3 years because it is immense.
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@LuckyStuey @elonmusk Why do you put some much energy into Asts?
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$ASTS why does Frank or others here think @elonmusk has any interest in buying ASTS? What does it have that he wants:
- Satellite technology = No, Starlink can produce DTD satellites far more efficiently.
- Capacity = No, ASTS constellation capacity is very low compared to Starlink Mobile V2.
- Performance = No, Starlink will blanket the sky with V2 satellites giving better look angles that obviate the single link budget advantages of ASTS larger satellite antennas.
- Spectrum = No, since ASTS owns no priority spectrum (SX's S-band spectrum from Echostar has rock-solid priority rights over ASTS' S-band rights).
- MNO relationships = No, since they will work with whichever NTN can enhance their networks and customer experiences.
- Patents = Elon ROFL🤣🤣🤣🤣🤣.
Meanwhile, SX is happy to receive >$70M per launch of three pieces of space junk that will never threaten his business.
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@spacanpanman could you explain why the short borrow fee is still low while the amount shorted is high?
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@LuckyStuey Or it has an anomaly like BO and pushes back v2 to 2030. Things happen
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$ASTS imagine its early 2028, you’re at 30-40 BBs in orbit, some have malfunctioned, cash is running low, and commercial services are still several months away, while Starship has just launched the 3rd batch of 50 Starlink V2 DTC satellites, needing only several more batches before they’re in service.
You think you’re still worth $50 billion in those circumstances?
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@LuckyStuey Pretty sure they said most of the initial revenue will be government.
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$ASTS just to be clear, in case you didn't get the memo yet, and choose to believe some of your cult leaders:
1) There will be an absolute maximum of five Falcon-9 triple-stacks launches this year = 15 Block 2 satellites. It may well be fewer, but certainly no more than five.
2) Other launch providers are highly unlikely to have any capacity. Your Vulcan option is a back-up in case someone else pulls out, which seems unlikely.
3) Getting 15 more FPGA-based Block 2 Bluebirds into orbit by end-2026 does NOT get you anywhere close to initial commercial services or even have enough capabilities for beta testing. Similarly, Govt apps beyond a few paid experiments and demos are unlikely to materialize until there's a working constellation.
4) The above is a BEST CASE SCENARIO for 2026. Something could still go wrong with triple-stacked launch, manufacturing, or in-orbit performance. SPACE IS HARD and assuming advanced technology will work first time is fanciful.
5) The current Market Cap is unsustainable. SpaceX IPO could be a Black Swan event. Get out while you can!
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$ASTS: Who's joining me down in Cape Canaveral for the BB-8, BB-9, BB-10 June launch on SpaceX Falcon9?!?!? 🚀🚀🚀
AST SpaceMobile@AST_SpaceMobile
Convoy complete. BlueBird 9 has officially arrived at Cape Canaveral, ahead of the next Falcon 9 launch campaign. 🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected
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@TMFAssociates @noego485095 @highfreqhertz Just because it’s included in a plan does not make it free. Back to no one’s gonna pay for the service I see.
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@noego485095 @highfreqhertz But unfortunately I'll have to wait years for a solution that's no better than Starlink today, so I'm not holding my breath... and incidentally how much is AST's "50% revenue share" worth if I get it for free?
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The lesson of Starlink is to get a basic satellite working commercially, then figure out priorities to improve & scale up. Starlink DTC V2 will have more capacity than AST's design, but AST hasn't yet demonstrated a solution that works commercially (handoffs, adjacent beams etc)
highfrequencyhertz@highfreqhertz
Starlink doesn’t need to match the performance of Bluebird to compete in the market, they make up for sub-par D2C performance with sheer launch volume, mass-production, and their vertically integrated launch services, which they have the liberty of being able to do because they have gone through the arduous task of ramping up the cadence of Falcon 9 to the highest in history, all while routinely reusing boosters and keeping the vehicle so reliable you can put humans on it. Plus who knows how Bluebird will perform when there’s thousands of customers using the same satellite. It’s not the same thing due to massive differences in orbits, but take Viasat for example, their satellites have a LUDICROUS amount of throughput, covering entire countries with a gargantuan phased-array, but many customers have their data routed through that same satellite, which causes horrible congestion. Starlink’s Internet satellites pale in comparison to the big GEO-based ones in terms of bandwidth, only being able to create around 15 beams per spacecraft, but because the constellation is so large, there’s plenty of bandwidth to go around, especially with laser backhaul. Obviously there are some major differences, phones do not have phased-array transceivers and Bluebird will be placed into LEO alongside Starlink, but I think it’ll work, for one, I’ve tried the service, which was seamless, and there are a few other companies piling on to D2C, including Kuiper, as Amazon spent 10 billion to acquire Globalstar, with another 10+ billion going towards launch purchases, mainly for their Internet service, but who knows if we’ll see D2C on those flights as well, but I am guessing, like Starlink, they’ll simply use modified Kuiper Internet sats.
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@spacanpanman Feel we need a spaces to kick off long weekend.
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$ASTS: We're going to close above $100 today <EOM>
TheKOOKReport@thekookreport
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. $ASTS
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@endless_frank Markets can remain irrational longer than you does not apply to spacemob.
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$ASTS Shorts are so desperate that they’re painting the tape to price fix the close lower every day and selling the stock pre market to open the stock lower.
It’s manipulation to try and hold the stock back. Would be great if regulators had a spine or even a pulse. 😂
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$ASTS: Back in 2024, never in my wildest dreams did I think Verizon would join AT&T in working with AST SpaceMobile. I thought there was ZERO chance.
But it happened and the stock rallied +69% from $5.33 to $9.02 on the day of announcement (5/28/24) and rallied +624% peaking at $38.60 within 3 months.
Now I don't assign a high probability that T-Mobile will join AST SpaceMobile for a variety of reasons, but there is a non-zero chance it could happen, especially given how much Deutsche Telekom distrusts SpaceX and if AT&T and Verizon view Starlink Mobile as a competitive threat.
✅ If AST SpaceMobile locks up 100% of the US market, how much could it rally?
✅ For short sellers: If you liked the Verizon AST partnership announcement, you're going to love the T-Mobile AST partnership announcement!
👀 T-Mobile's exclusivity with Starlink ends this summer
C🅰️tSE@CatSE___ApeX___
EBS NJ, 2569.91, emphasis on 69, is also operated by: T-Mobile USA 🇺🇸 As an $ASTS investor (or short) you might want to ask yourself why the FCC files pre-coordination filings with the ITU on behalf of $ASTS for 4 T-Mobile USA bands. What might come of that, later. 🐾 8/8
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$ASTS: Midday Musing on the AT&T/Verizon/T-Mobile JV x.com/i/spaces/1lJQR…
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@TMFAssociates You’re an idiot. You know that the next gen sats with asic is not even in the sky yet.
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Why is AST still doing this testing with Block 1? If "next gen satellites expected to nearly double these speeds" then what are the results from FM1 testing?
AST SpaceMobile@AST_SpaceMobile
Peak download speed 98.9 Mbps. From space. With our Block 1 satellites. Direct to a standard smartphone over international waters. No modifications. No new hardware. Next-generation satellites expected to nearly double these speeds! Built in Texas. Space-based cellular broadband. Connecting everywhere. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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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
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$ASTS This feels exactly like May 30th 2025. If you were around then, short interest was ~72m shares and it was hard to borrow the stock.
We’re pushing 64-65m shares right now and at almost 3x the price!
Many will look back on this day and regret selling or not buying. *NFA
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@endless_frank Yes, just a small hiccup that hopefully all parties can learn from to mitigate future problems.
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$ASTS BB7 is done, but we have a batch shipment within 30 days and production ramping so this sets us back a few weeks at most.
Not the end of the world and the satellite was insured so the rebuild doesn’t cost us much.
Not what we wanted, but still pushing towards goals.
AST SpaceMobile@AST_SpaceMobile
AST SpaceMobile Addresses Today’s Orbital Launch of BlueBird 7 on the New Glenn Launch Vehicle businesswire.com/news/home/2026…
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@retail_mourinho I was about to ask Musk @elonmusk if the launch is successful or what can be done to salvage but then spaceX has never had this issue before.😅
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$ASTS: The unsuccessful BB7 launch of course would hit the stock short-term tremendously as the next launch is not around the corner.
Will act on Monday accordingly after the official statement.
My thoughts for now:
1. Launch successfully: Keep my shares
2. Launch unsuccessfully and BB7 is gone: Clear sell/trim as the stock will have a lot of pressure and no upcoming catalysts
For longterm investors: A hold of course.
That’s the game. Sometimes you lose, sometimes you win.
-RM
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@spacanpanman Highlight of our trip was running into you. Thanks again for a quick chat.
Tony from Minnesota.
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