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@pluggingaway

More ant. Less grasshopper. Dad to 4 great kids & Sp🅰️ceMob clueless cult member

เข้าร่วม Haziran 2013
563 กำลังติดตาม385 ผู้ติดตาม
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More🅰️nt
More🅰️nt@pluggingaway·
I will never understand folks who continue to doubt the usefulness of TA, within the context of fundamental DD. My guess is that the haters are bitter that they can't do TA for themselves. I myself have zero charting skills, but I am skilled enough to identify, follow, and learn from successful TA accounts such as: @Reformed_Trader @Omnislash4k2 @KUEHCK1 @Staudinger333 @Chartradamus @tuff_4r These names aren't new to most in SpaceMob, but to newer investors just learning about $ASTS, I can't recommend following these accounts enough. Their analyses have helped me significantly in the timing of getting more defensive / aggressive around my core position. Of course it's not perfect, but I've seen enough (and profited enough) from the content in these TA accounts over the past 15 months that I'm definitely a TA believer. In my humble opinion, anyone who ignores these accounts is making decisions with incomplete information, and is at a disadvantage.
Reformed Tr🅰️der@Reformed_Trader

$ASTS Nice look *NFA

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FirstNet, Built with AT&T
& 🅰️ quick space update for our #SpaceMob crew - Our space legacy continues later this year. #FirstNet will offer beta 🛰️ services, using an everyday smartphone to select first responders with @AST_SpaceMobile’s satellites. Plans are underway for a larger release in the future.
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Historical Funds
Historical Funds@HistoricalFund·
@KobeissiLetter If this happens, it could be one of the biggest IPOs in years. Space has quietly become a real commercial sector.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: SpaceX has confidentially filed for an IPO, putting the company on track for a June 2026 listing, per Bloomberg.
The Kobeissi Letter tweet media
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More🅰️nt@pluggingaway·
Great news! Of course, retail investors already have access to a pure play D2D stock. Why wait for SpaceX to go public at an elevated valuation? Get in on the ground floor with $ASTS
World Bitwave@worldbitwave

🇺🇸 SPACEX IS OFFICIALLY GOING PUBLIC Bloomberg reports a confidential IPO filing for "Project Apex," targeting a June 2026 listing. With a $1.75T valuation and a $75B raise, this would be the biggest stock market debut in history. The stars are finally within reach for retail investors.

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Brendan Carr
Brendan Carr@BrendanCarrFCC·
Good morning from beautiful West Texas ! The FCC’s Build America Agenda is helping providers unleash new Internet infrastructure builds in communities across the country. Look forward to visiting with some broadband builders today. #CarrTrip
Brendan Carr tweet media
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More🅰️nt รีทวีตแล้ว
StoryTrading
StoryTrading@StoryTrading·
$ASTS quietly just made a high-level move. They hired a Launch Director with experience from Blue Origin and $LMT. This isn’t just a hire. This is infrastructure. This is execution. This is what happens when a company transitions from building the story… to delivering it. The pieces are quietly falling into place for @AST_SpaceMobile!
StoryTrading tweet media
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CK Capital
CK Capital@CKCapitalxx·
$ASTS is currently trading cheaper than it was before any of these things happened. Before BlueBird 6 launched. Stock was ~$70. Before BlueBird 6 unfolded its array in orbit. The largest commercial communications array ever deployed in LEO. Stock was in the $80s. Before Golden Dome. Before the US Missile Defense Agency named $ASTS a prime SHIELD contractor. Stock was trading around $100 when that news hit. Before the $30M SDA HALO contract. Before $3.9 billion in cash was on the balance sheet. Before 50+ carrier agreements covering 3.2 billion subscribers were signed. Every single one of those things has happened. They cannot be taken back. The company is permanently further along than it was at any of those prices. The stock is at $77 today. You can buy $ASTS right now for less than you could before BlueBird 6 was even in orbit. The war spooked markets. High beta names got hit hardest. Investors are selling the future to pay for today’s fear. None of the catalysts ahead have changed. BB7 launch coming. Batch launches next. Beta testing with AT&T and Verizon starting now. Full commercial service activation late 2026. The business is not worth less than it was before any of this happened. The price just says otherwise. That is the opportunity.
CK Capital tweet media
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More🅰️nt
More🅰️nt@pluggingaway·
@AntiFeminismGuy Still 100% believe in the thesis. The delays have been disappointing, but I keep reminding myself that space is hard, and that the delays are explainable, and in the most recent case, not AST's fault. AST at $75 today is a less risky buy than AST at $2 in early 2024.
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More🅰️nt@pluggingaway·
I do agree the New Glenn launch is a (somewhat) non-event, or possibly even sell the news, but I believe that batch shipment news is coming before (or at) next earnings call. Who knows is we reach $167 before May, but we will reach it, and sometime within the next year it will look cheap at $167.
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🅰️nti-Misandry Keyboard Warrior
Just to keep expectations in line - This launch matters not (unless it goes wrong)... What matters is batch shipments, launch within 1 month of receiving said shipments (not 3+) and regularity. 2 launches in 1.5 yrs ... we're lucky to be priced even at 75.... Otherwise no incoming (meaningful income ramp), and shorts will continue to feast on any pumps...
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More🅰️nt@pluggingaway·
@smeev4 LOL... might have to unfollow. This TA is trash. /s/
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Tin Man
Tin Man@Tin_Man67·
@Mayhem4Markets Few are forced to sell yet. Once those March statements go out via snail mail and the boomers see a negative quarter, there will be some liquidation. Tax payments on April 15 too
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Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
Many people have asked why this market isn't down a lot more with everything going on. I keep saying the same thing. This is a well-hedged environment. Here's yet another chart that demonstrates it. The global long/short ratio is at its lowest level in 15 years, per Goldman.
Markets & Mayhem tweet media
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TheKOOKReport
TheKOOKReport@thekookreport·
Today $ASTS received a monster off-balance sheet litigation asset from a US District Judge. Ligado is moving forward, and so too is a large damages lawsuit against $VSAT. $VSAT had blatantly violated a confirmed bankruptcy plan, since cured after getting smacked by multiple courts. Today we heard the judge rule in favor of $ASTS AND specifically hold back $100MM, which is viewed as conservative, for potential future damages in favor of $ASTS.
TheKOOKReport tweet media
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Reformed Tr🅰️der
Reformed Tr🅰️der@Reformed_Trader·
I think we bottomed. If not today then tomorrow. *NFA
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Tuff_4r
Tuff_4r@tuff_4r·
$ASTS - Price is back to the uptrend line during another 40% decline. Only the tuff survive.
Tuff_4r tweet media
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More🅰️nt
More🅰️nt@pluggingaway·
Absolutely --- it is coming. The arrow is pointing up. Disappointing year to say the least, but Jim Smith is a difference maker. Pharrell Payne staying next year, on top of a top 5 recruiting class and the bones are there for a tournament team in 2027. Even if Buzz leaves after 5 years as has been his pattern, I think we'll be a consistent annual Sweet Sixteen team by that time, and the HC job will be much more attractive than it is today. Better (much better) times are ahead.
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Blenci
Blenci@terporiole·
@MikeSteveRitter We had a glimpse of it with the crab 5. As soon as this program gains its momentum back, it’ll get scary. This fanbase is starving
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CK Capital
CK Capital@CKCapitalxx·
$ASTS is getting crushed with the rest of the market right now. The war is real. The fear is real. The selling is indiscriminate. Here is what is sitting directly in front of this stock. What’s already done: • $3.9 billion cash. Fully funded. Zero dilution risk. • BlueBird 6 deployed. Largest commercial array ever put in LEO. • Deals signed with AT&T, Verizon, Vodafone, Rakuten, TELUS. 50+ carriers. 3.2 billion subscribers. • US government contracts. Pentagon is already a customer. • 3,800+ patents. The moat is built. What’s coming: • BlueBird 7 launch. Encapsulated and ready to go. • BB8 through BB29 in production. Batch launches every 1 to 2 months through year end. • AT&T and Verizon beta testing starting first half of 2026. • Full US commercial service launch late 2026. Revenue turns on. • SpaceX IPO. When the most valuable space company on earth goes public at a $1.85 trillion median valuation, every investor on earth starts asking what else is in the sector. The stock is down because the market is down. Not because anything broke. 45 to 60 satellites by end of year. Commercial billing starting. $3.9 billion in the bank. This is what catalyst season looks like. So much company for a company that has already completed so much.
CK Capital tweet media
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