BigBCarreg

@ExaSpeedrun @kbalaji1991 @DirtySouthTroll @disgusting_pleb Do you have that much? It seems like a lot of money to me, probably too much for me to ever spend…

@kbalaji1991 @DirtySouthTroll @disgusting_pleb $1B is not a lot of money. Just FYI.

$ASTS under $100 is criminally undervalued $200 is a no-brainer

@Spybef0rey0ubuy @AntiFeminismGuy Then why not present it as an opinion than a fact?

@AntiFeminismGuy Just my opinion guy

The hard truth: $ASTS is a $60 stock trading at $110. ​To justify this price, they have to execute flawlessly. ​They aren't.

A letter I sent to @ryancohen and the esteemed members of the $GME board of directors. I hope it is received well. Couldn't be happier with how the company is being run / where we are at this time and am really excited for the future. I am buying the stock at these current fire-sale prices every opportunity I can. Power to the Players, Power to the Investors 🙏🦾🚀

@ChairmansLedger @Lui_Y0 I would love to know more around your covered calls portfolio management, what % of your total did you sell as covered calls and how did you gauge that? Genuinely just looking for more insight as I currently sell covered calls to help me theta farm and accrue more shares.

@Lui_Y0 Not exactly. It means I’m willing to cap some upside at $30 in exchange for premium today. If the stock gets there and the thesis is stronger, I can always buy them back or roll higher. Covered calls are portfolio management, not a lack of conviction.

A lot of people ask me my price target for $ONDS. I’ll say this much: I just sold Jan 2027 covered calls at $30.

$ONDS Doing a $500 giveaway. Made a good amount this week so I wouldn’t mind sharing a little. Like & retweet this post to enter. Must be following.

@JoeBlow67990753 @spacanpanman My expectation is that there probably won’t be any short squeeze. There will likely be a lot of backwards and forwards around $130 mark tomorrow due to calls expiring. Best case a few shorts cover but more likely they will double down to prevent the calls being in the money.

@spacanpanman So, does ASTS need to get above $140? before some serious short covering starts occurring. I am guessing still over 60M shares short. I have never been part of a squeeze.

$ASTS $VSAT 5/14/26 7AM AT&T/Verizon/T-Mobile JV Press Release 5/14/26 7:01AM AST SpaceMobile - We're Working w/ JV, Congrats! 5/14/26 3:02PM Starlink - What is this? It's Illegal! 5/27/26 2 WEEKS LATER ViaSat - We want to be part of the JV too, congrats!

@spacanpanman Does this include options? Or just straight stock? These are insane returns! 😅

I don't do this normally, but here's one of my retirement accounts. The numbers are a bit higher because taxes are deferred, although I'm not an active trader and am really a buy and hold guy. That said, I haven't made any contributions to this account since I left the industry many years ago. So this account is the cleanest representation of my volatile performance. A huge driver of returns has been my outsized concentrated position in $ASTS

Should I show you crazy ass volatility with extraordinary life changing returns that only the bold can stomach?

@ChairmansLedger @Lui_Y0 I would love to know more around your covered calls portfolio management, what % of your total did you sell as covered calls and how did you gauge that? Genuinely just looking for more insight as I currently sell covered calls to help me theta farm and accrue more shares.

@keyesmn @spacanpanman The concern is still the same it’s been for a while, how long before $ASTS can deliver on these deals. They need satellites in the air ASAP, unfortunately Blue Origin are taking Amazon Leo and are launching huge numbers that dwarfs $ASTS currently.

$ASTS 🧵 Let’s discuss the Prisoner’s Dilemma. Three companies walk into a room. None of them can leave. Picture three prisoners. Separate rooms. Same deal on the table. Each one is told: “If you cooperate and the others don’t — you win and you go free. If you all cooperate — you all win a little, and serve a light sentence. But if you’re the only one who doesn’t cooperate… you lose everything.” This is the Prisoner’s Dilemma. And it’s exactly what’s happening to MNOs right now. The three prisoners are Verizon, AT&T, & T-Mobile. The deal on the table? Whether to partner with AST — the only company that can deliver broadband to their customers’ phones, who doesn’t want to compete with them directly. Verizon already said yes. ✅ AT&T already said yes. ✅ T-Mobile is sitting in that room right now, and the clock is ticking. But signing the deal is only step one - here’s where the dilemma gets even more brutal: it’s not enough to have ASTS. You have to deploy it aggressively, likely nto your biggest, most valuable customer tier. Because if your competitor does it first — they don’t just win a new product offering, they win a new coverage narrative. We already have one blueprint - Bell Canada announced satellite connectivity would be included in ALL premium plans — pushing it to their entire premium customer base overnight. A full commercial deployment to their highest-value subscribers from day one. Think about what that means at scale in the US. Verizon, AT&T, and T-Mobile together have roughly 250 million postpaid subscribers. Even conservatively, 125 million of them are on premium plans. 125 million Americans could wake up with satellite coverage — no new phone, no new SIM, no dish - overnight. Now put that in the context of the Prisoner’s Dilemma. If AT&T bundles ASTS into every premium plan and runs a campaign: “No dead zones. Included in your plan. Starting now.” — What does Verizon do? What does T-Mobile do? They don’t deliberate. They don’t form a committee. They call ASTS and ask how fast they can match it. Because they literally all have access to the exact same service offering without differentiation, you either offer it or you don’t. Because what’s at stake? Premium plan subscribers are the most valuable customers in wireless. Highest revenue per user. Lowest churn. The ones every carrier fights hardest to keep. The carrier that locks in “the coverage carrier” brand with that segment first doesn’t just win Q3, they fundamentally change their trajectory for years. So the competitive pressure isn’t just to adopt ASTS. It’s to adopt it fast, bundle it broadly, market it loudly, and make switching away feel like giving up coverage itself. The prisoners aren’t just being forced to cooperate — they’re being forced to outbid each other on how enthusiastically they cooperate. None of them can afford to say no. None of them can afford to go cheap. None of them can afford to wait. That’s not negotiating leverage for the carriers. People wrongly assume three giant carriers vs. one small satellite company means the carriers dictate terms. But the Prisoner’s Dilemma doesn’t care about size. It cares about who needs whom more — and what happens to the one who blinks. ASTS has one negotiating posture and it’s devastating: “We’ll reward whoever moves first, most aggressively, and at the best terms. The other two can watch.” First-mover gets the brand: “We’re the coverage carrier.” The other two spend years trying to claw that back. So the prisoners cooperate. All three of them. They have to. And they don’t just cooperate — they race to cooperate loudest. So all at once, overnight, 125 million accounts are creating what, $5, $8, $10 per subscriber per month? $7.5-$15B in revenue created in just the US. Now apply the dilemma to every market. Three of the largest carriers in America. One satellite provider. Zero exit doors. The vendor none of them could afford to say no to is about to get paid. $ASTS

@Spybef0rey0ubuy I guess it was a great entry ! However, the company needs to execute and deliver satellites to justify the valuation.

Down 44% in 3 months and I’m still skeptical about $ASTS. ​Is this the ultimate generational entry or just a slow bleed to zero? ​Bull or Bear....change my mind.

@ChairmansLedger Pros - Big partnerships and strong leadership - Good technology and patents - Improved Launch timeline - SpaceX IPO catalyst - Still early so large upside Cons - Delivery risk - Timings not met/kept - Launch guidance/schedule not kept - Reliance on others to carry Sats to space

@BCarreg Tell me yours.

Let the record show the updated book as of May 18: $ONDS $IREN $KRKNF $ASTS $RKLB $SIVE $ASPI $DGXX $TRT $BTC The future: The future: Defense systems. AI infrastructure. Autonomous robotics. Critical compute. Sovereign power. Space-based networks.

@foxenflask @ryancohen @Lordoflolz Fantastic write up, I enjoyed reading it. Thank you!

@ryancohen @Lordoflolz Check this out @ryancohen, this is just a small part of all the waste and inefficiency I found x.com/foxenflask/sta…

Interesting…

@evantindell If you’re so certain it’s easy why not buy the same calls and make easy bank?

The $GME situation is wild. The CEO Ryan Cohen has an options package for 171m shares that he can earn if he hits certain market cap and EBITDA hurdles. The crazy thing is that this is not adjusted for dilution. He needs the market cap to be $20b to get the first tranche but he can just issue a crapload of shares! This is why he wants to buy $EBAY.

@shadowcrewtroll @AndreasSteno Has this varied much over the conflict?

@BCarreg @AndreasSteno Intercept rates are over 90%

Iran is firing MORE and they are hitting MORE per shot than during the first days of the conflict. Not good..

@shadowcrewtroll @AndreasSteno Is there a line to suggest the number of each that hit? Not just the number launched?

@AndreasSteno Not according to my sources.

@SJCapitalInvest If it keeps going I’ll probably sell my calls, no point gambling on market sentiment when everyone is pricing in a blowout!

The Zero Hour Group and @CeoOndas discuss the $ONDS technology stack and moat created by its newest aquisitions.

@CaesarCapitalz @CoffeeStocksGuy Completely agree, however could their manufacturing/production capacity affect their ability to win contracts? Especially short term ones? Interested in your thoughts! Good insights as always!

$ONDS does not publicly disclose an exact annual production/delivery capacity for individual drones. Capacity is scaling rapidly via partnerships, investments, and acquisitions, but it's contract-driven and ramping, not a fixed high-volume consumer output. $ONDS platforms (especially counter-UAS like Sentrycs Cyber-over-RF/protocol manipulation, Iron Drone Raider for interception, Optimus for ISR) are designed for threats like hostile drones targeting infrastructure/military assets.

You NEED to read this $ONDS deep dive! My friend @CoffeeStocksGuy is getting really good at writing and shared some very interesting insights 💪 READ IT!