Be🅰️ch Life Capital ☀️🌴⛱️🏝️🛰️ 🧠 💵

$ASTS Great due diligence resource on AST Spacemobile! 🤩

@ASTS_SpaceMob $ASTS Great post! The tech is years ahead of Starlink & Amazon. 📡🛰️Thank you for sharing! 😃

$ASTS

I’m going to @thekookreport’s upcoming Space. $ASTS Will you join too? twitter.com/i/spaces/1AKEm…

@CKCapitalxx Subscriber model. True dat. $ASTS

Netflix has 301 million subscribers paying an average of $17 a month. That is $5 billion in recurring revenue every single month. Same infrastructure. Margins expanding every quarter because the cost base barely moves while the subscriber count grows. That is the $ASTS model from space. When the constellation is built $ASTS sits above AT&T, Verizon, Vodafone, TELUS and 50 plus carrier partners as the infrastructure layer that makes coverage possible everywhere on earth. The carriers bill the customer. $ASTS collects a cut on every connected subscriber every single month. Over 3 billion potential subscribers already on partner networks today. Here is where it gets interesting. AST has shared survey data showing that a significant portion of users would pay for satellite connectivity as an add-on to their existing plan. Run the math at even conservative adoption rates. At 30% of partner network subscribers opting in that is 900 million paying subscribers. At $5 per month per subscriber that is $4.5 billion in monthly recurring revenue. $54 billion annually. On fixed infrastructure that does not get more expensive as more people connect. At 50% adoption that is 1.5 billion subscribers. $7.5 billion per month. $90 billion in annual recurring revenue. Netflix generates $40 billion a year and trades at a $400 billion market cap. $ASTS at 30% adoption would be generating more annual revenue than Netflix does today. On a fixed satellite infrastructure that is already being launched right now. The carriers already have the customers. The FCC already approved the service. FirstNet is already granted. The only thing left is getting enough satellites in orbit.

@spacanpanman Patience. Keep your eyes on 2027 and beyond #SpaceMob. $ASTS

$ASTS: On days of frustration, I think back to April 2024 when AST was down ~80% from IPO and the S&P was up 37% over that 4 year period. I was filled with regret and sadness that perhaps those 4 years were wasted not only in terms of $, but also my time. This was right before news of Verizon partnering with AST and locking up 2/3 of the US market. This news sent AST up +1,850% over three months to a $39 high that summer. Nowadays "big" swings of $5, $10 or $15 don't phase me. These moves are *multiples* of what our market cap was back then, which was around $700M. When I see people complaining about the daily stock price moves in the context of what this company has accomplished and the massive opportunity that lies ahead, I sit back and laugh thinking about April 2024.

$ASTS

@redrum_2001 $ASTS Great post! 💪 Thank you for sharing! 😃

$ASTS - FCC approval explained, and why it matters - a lot. The full FCC approval granted to AST SpaceMobile on April 21, 2026, is a watershed moment for the company and the telecommunications industry. By authorizing a constellation of 248 satellites and granting the first-ever major commercial license for Supplemental Coverage from Space (SCS), the FCC has effectively given the green light for a new era of global connectivity. Here’s a breakdown of the implications for the company, the industry, and the investment landscape. ✅ Implications for AST SpaceMobile This approval is the final regulatory "gold stamp" the company needed to transition from an experimental startup to a global telecommunications utility. Commercial Unleashing The "SCS" grant allows AST to use the existing terrestrial spectrum of partners like AT&T and Verizon. This means they can legally provide 4G/5G service directly to standard smartphones in the U.S. without needing any hardware changes from the user. Massive Scale-Up The license covers 248 satellites—far beyond the initial five test-beds. This allows AST to build out a persistent, high-capacity network capable of handling millions of concurrent users. Operational Certainty AST now has a clear legal framework for interference protection. The FCC’s ruling provides the "rules of the road," allowing AST to launch and operate without the constant threat of regulatory halts. ✅ Implications for the Industry The FCC’s decision essentially validates the "Direct-to-Cell" business model over legacy satellite approaches. The End of Dead Zones This marks the beginning of the end for cellular dead zones. By turning every standard smartphone into a satellite-compatible device, the industry is shifting from "coverage where there are towers" to "coverage everywhere." Shift in the Competitive Moat Unlike SpaceX’s Starlink (which originally focused on proprietary dishes), AST’s model relies on partnering with existing Mobile Network Operators (MNOs). This approval solidifies the MNO-partnership model as the dominant path for mass-market satellite-to-phone services. Pressure on Legacy Players Traditional satellite firms like Iridium and Globalstar, which require specialized hardware or specific spectrum, are now facing a reality where standard cellular spectrum can be broadcast from space at scale. ✅ The Investor Perspective From a valuation standpoint, this is a massive de-risking event, though it comes with a side of "execution reality." Regulatory Risk Removed For years, the biggest "bear case" for ASTS was that the FCC might never grant commercial authority due to interference concerns from other carriers. That risk is now effectively zero. Revenue Conversion Investors can now model a concrete path to revenue. With the license in hand, the backlog of over $1 billion in commitments from global partners can begin converting into usage-based revenue as more satellites go up. Institutional Appeal Full regulatory approval often acts as a catalyst for large institutional investors (pension funds, etc.) who previously viewed the stock as too speculative. TL;DR The FCC has cleared the runway. AST SpaceMobile no longer needs permission to exist; it now only needs to prove it can reliably build and launch its satellites. For investors, the story has shifted from a legal gamble to an industrial execution play.

@NomadBets @AST_SpaceMobile @blueorigin $ASTS Launch mission accomplished!! 🚀🚀🚀 Congrats to AST employees and shareholders. Thanks to #BlueOrigin! It was a great day to be at the BB7 launch!!! There will be plenty more to come. Highly recommended for all #SpaceMob ers to get to the next one! 😃

$ASTS Wishing the Mob that went to Cape an amazing day. BB1-5 is still a memorable day for me! Godspeed @AST_SpaceMobile and @blueorigin

@ASTS_Investors @pewpewturtle69 Okay, it’s a little cloudy. But it’s still a good day for the launch! 😂

@ASTS_Investors @pewpewturtle69 $ASTS Clear skies, low wind speeds forecast. Today is a good day for a launch! Let’s go! 🚀

In just over 3 hours 30 minutes the launch window opens for New Glenn 3, who's excited? $ASTS Credit - @pewpewturtle69 📷

@ASTS_SpaceMob $ASTS Awesome group! Real AST SpaceMobile ballers! 🏀⛹🏻We’ll be at the Cape soon! 🚀 Thanks for sharing! 😃

SP🅰️CEMOB MARIOTT POOL BAR MEETUP! THE ENERGY IS REAL 🚀 $ASTS

@ATT All systems go! 🚀 See you at the Cape!! #ASTSpaceMobile #AT&T #BlueOrigin #SpaceMob

who is coming to the C🅰️pe?! 👀🚀 #SpaceMob

$ASTS This is YOUR time!!! 🚀 Lock in and blast off!!! Complete the mission! 45 BBs in LEO by EOY 2026!!! #connecttheunconnected #ASTSpaceMobile #space #BlueOrigin

You can read a great article on Blue Origin NG-3 & $ASTS or just look at the cool pictures! Enjoy! 😃 @blueorigin @AST_SpaceMobile #BlueOrigin #NewGlenn space.com/space-explorat…

$ASTS All systems go! 🚀

$ASTS Great summary! Thank you for sharing! 😃

@endless_frank It’s just paper money. You’re living your best life like most of us early investors. Keep your eye on the prize! Thanks for sharing!! 😃

$ASTS I lost over $2m today. Took the wife and kids to the Yankee game tonight. Fuck it. Life goes on. Management isn’t selling so I’m not selling. 🅰️💪🏼🚀

$ASTS Excellent take! Thanks for sharing! 😃

$ASTS If CatSe is right here it would be incredible. Also, Abel, Andrew, Scott and Shanti received a mountain of unrestricted shares on 3/31 and as a reminder nobody sold anything. One has to interpret their actions as bullish even though their silence has led to uncertainty.

$ASTS #blueorigin Let’s go! 🚀