
splicinglass
1.1K posts






❗️Massive Win for AST SpaceMobile ❗️ Comparing Starlink Vs. $ASTS Satellite Direct to Cell technology 🛰️ Starlink fails over and over to send a single text message or iMessage AST completes a high speed video call We know the winner. The world needs to see. RT to spread it







Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig. TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July). The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end. Add one Vulcan or ISRO mission = 40-45. Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up. The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday! This is why you read filings instead of headlines! $ASTS 🛰️
















