AlwayzApin

$ASTS: Oh just a quaint little visit to Midland from Meta. Probably nothing.

Michigan vs. Arizona recap

This is a level of respect that shit for brains Governor of California will never know. God Bless America and all those who have made the ultimate sacrifice to defend her. 🇺🇸 🙏

Probability of me getting a fair trial if this is how the judge dresses is 0.0%

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The Sweet 16 will be all power-conference schools: Big Ten, SEC, ACC, Big 12, and Big East. Since the field expanded to 64 in 1985, it has only happened twice: last year and this year. This year, we can now say it with three games left to finish, as they feature power conference schools playing each other. NIL + the transfer portal are hollowing out March Madness. The old Cinderella model is dying because mid-majors can’t keep the veteran cores that used to make these runs. Once those players establish themselves, they jump to bigger stages and bigger money at power-conference schools. The only double-digit seed left is No. 11 Texas. One of the richest athletic departments in college sports is not what comes to mind when you think “Cinderella.” A bracket with Siena, Miami (Ohio), Saint Louis, and/or High Point still alive would have felt a lot more like March Madness.

Put ICE in every Hospital ER, and watch your Healthcare cost drop.

Maybe You don’t see it clearly now. But this is a model for the world. DoD wants TAK type connectivity everywhere. It goes for First Responders, Customs and Coast Guard. It goes for the intelligence services. It goes hard. It requires bent-pipe for sovereignty and it will see spectrum allocated to it. Opening the door to new markets globally. Europe, Asia, USA, Latin America, etcetera. Singapore is early. As is FirstNet. More will come. Much more.

$ASTS has a path to becoming a trillion dollar company and the math isn’t complicated. Let me show you exactly how it gets there. Start with Starlink as the benchmark. Starlink took 5 years, over 10,000 satellites, and tens of billions in capital expenditure to reach 10 million subscribers and roughly $10 billion in annual revenue. SpaceX is now targeting a $1.75 trillion IPO valuation with Starlink’s implied value sitting around $1.17 trillion on that subscriber base. 10 million subscribers. $10 billion revenue. $1.17 trillion implied value. $ASTS is targeting 5 billion mobile subscribers globally. Not 10 million. 5 billion. And the business model is structurally superior to Starlink in every way that matters for scale. Starlink competes with carriers. They built their own hardware, their own dish, their own subscriber acquisition funnel. Every customer has to buy a $600 terminal, cancel their existing provider, and switch to a new service. Customer acquisition is expensive and friction is high. That is why after 5 years and 10,000 satellites they have 10 million subscribers. $ASTS does not compete with carriers. They partner with them. AT&T, Verizon, Vodafone, Rakuten, Orange, TELUS, and 50+ operators worldwide have already signed agreements. Those carriers collectively cover 3 billion existing subscribers whose phones are already hardware compatible. No new device. No new plan. No new anything. The carrier offers satellite coverage as a simple add-on and the existing customer base opts in. Zero customer acquisition cost on $ASTS’s side. Starlink charges $120 per month per residential customer. $ASTS operates on a wholesale model where carriers pay per subscriber. A $5 per month add-on to an existing carrier plan is not a stretch. Carriers charge $15 to $30 per month for international roaming today. A dead zone coverage add-on in rural America, at sea, or in the air is a premium feature people will pay for without thinking twice. Now run the math. 1 billion subscribers at $5 per month is $60 billion in annual revenue. That is 20% penetration of the 5 billion subscriber target. That is 33% penetration of the 3 billion already on partner carrier networks. Starlink is valued at $1.17 trillion on $10 billion in revenue. That is roughly a 117x revenue multiple. $ASTS generating $60 billion at a fraction of that multiple tells you everything you need to know. At 15x revenue on $60 billion that is a $900 billion market cap. At 20x that is $1.2 trillion. At Starlink’s implied multiple it is multiples beyond that. But let’s stay conservative. Even at 10x revenue on $60 billion that is a $600 billion market cap from a $35 billion market cap today. That is 17x from here on a scenario that requires 20% penetration of an addressable market where the distribution is already built and the hardware is already in billions of pockets. Now look at this realistic time line. BlueBird 6 is already in orbit. The largest commercial communications array ever deployed in LEO, exceeding 120 Mbps peak data speeds. Commercial service activating this year across the US, UK, Japan, and Canada. $3.9 billion in cash on the balance sheet fully funding the constellation buildout. Zero dilution risk on the launch campaign. The 2025 revenue was $70.9 million. 2026 guidance is $150 to $200 million as commercial billing starts and government contracts ramp. The revenue line is just starting to move. The subscriber base is not priced in at all. Starlink needed 10,000 satellites and 5 years to get to 10 million subscribers fighting for every single one. $ASTS needs 45 to 60 satellites and already has 3 billion potential subscribers sitting in their partners’ existing customer bases waiting for the switch to flip. The constellation is almost complete. The carriers are signed. The phones are compatible. The revenue is starting. $35 billion market cap. $1 trillion is the destination. The satellites are going up now.