InterstellarBets

$RKLB - Interesting piece by @TobyDDRice on why space companies deserve persistently high valuations. As rare, non-depleting assets, they should be valued on replacement cost, not traditional P/E or P/S metrics. “What exactly the replacement costs is the market will determine - it's too complicated for one person to calculate but the market says it's around $1.75T for SpaceX. Arguably at those high traditional metrics, @RocketLab should be $80B today and $300B if you buy based on 2030 rev estimates ($3B rev x 100 P/S if the market is right about SpaceX). For those curious, that puts @RocketLab at $519/share.”

$ASTS - please do not be mad with or at the multitude of short thesis appearing now on X. Stock price movement drives them, it's good. Do not dismiss any of them, no matter how half-baked they are. I know you already have the questions (price action inevitably does that it to the best of us), but the human nature drives you to protect the time invested into this company, the multiple hours of research, all the euphoric feelings from the first run to $130, I know you want to be supportive of the community, the cult. You feel the need to defend the Co and attack anyone posing a question. Granted some are posted in bad taste, but I think this is a great time to reflect, to strengthen your conviction. Or finally realize you were here for the Memes. Be grateful that this price movement provided you with BOTH: an opportunity to explore more potential risks and an opportunity to add to your position. Spend just as much time reading the critique now as you once did convincing yourself of the thesis.

$ASTS $AMZN: 🚨AMAZON VALIDATES "LARGE DEMAND" FOR D2D "The last thing I'll say about it is, you know, your question about Globalstar. Increasingly what we're finding with our customers and enterprises and governments is that they don't like to have any periods where they don't have connectivity. It upsets whatever customer experience they are going through, even in metropolitan areas. We all hit certain parts of the highway or certain roads where you can't get connectivity or you're hiking or you're skiing. We see very large demand for consumers to have direct-to-device. That was really the impetus for our acquisition of Globalstar. They have unusual and scarce global spectrum that's required to provide direct-to-device." - Andy Jassy @ajassy, President & CEO of @amazon

$ASTS actual

$ASTS has no tolerance for fair debate and difference of opinion on this channel. Almost all high profile pumpers have now blocked me, including your fearless cult leader who finally cracked today, with the stock sinking into the 60s (and it won't stop there folks!)

The Jews aren’t our enemies! Neither are Christians, Buddhists or any other religion.. Our one & only real enemy is the Wilayat al-Faqih regime in Iran every single Hezbollah & Hamas member, & all those toxic religious organizations. Period. It’s that fucking simple!

@SpaceMobileShow Minimum 100B, AST is 250B easly with some constellation

Seeing buyout talk on here. I’ve already slapped a 100x multiple the $1bn contracted revenue for $ASTS. I couldn’t see the team selling for less than $100bn if at all. What’re your thoughts?

A double stabbing, where two Jewish men were targeted, occurred earlier in London, England. Per reports the two individuals are in critical condition. UK Prime Minister Keir Starmer has decried the attack, saying “The antisemitic attack in Golders Green is utterly appalling.” Per the Uk’s Metropolitan Police, they are working to identify the nationality and background of the attacker and are “considering all possible motives.”

@JasonStorey13 @sentdefender A Martian from new Tijuana

@sentdefender You all get one guess of the attackers religion

A reminder why any selloff is a Golden Ticket to buy $ASTS

@TorreGiorgio94 metrics are totally irrelevent, biz updates matters.

$ASTS Q1 2026 on May 11th is the moment of truth Analysts expectations: - Q1 Revenue: $37 M (strong growth) - EPS: $-0.22 - Cash burn & satellite deployment updates Focus on constellation build-out milestones and commercial partnership traction.

$ASTS Are we ready for another morning god-dump candle ?

@JassimTMarafie @StockMKTNewz Last contract was demining, no genocide 👍

@StockMKTNewz $ONDS profit is from selling to israelis to commit genocide.

Jim Cramer was just asked about Ondas $ONDS on CNBC ... this is what he said: “I’d rather have to find something new and different that is distinct. And I don’t see anything distinct about Ondas.”

@StockMKTNewz to the moon

@BillAckman Good luck!

See you tomorrow.

@DustinHuntwnn So only 10k shares, myself hold way more than that 🤣

$ASTS Calamos Advisors LLC Takes $705,000 Position in AST SpaceMobile, Inc. $ASTS

@KelseyHard10948 i think the same,

$ASTS IMO... The thing that made FCC approval a catalyst relates to the institutional investment that could unlock. I believe 'permission to operate' was already somewhat priced in. But the paperwork that 'big money' acts on, that was not priced in. Said institutions will know about Rakuten's requirements and are likely waiting on the sidelines for a moment of equilibrium. That time is very soon. The narrative will flip positive again, even before the next launch.

$ASTS you still believe BB7 wasn't sabotaged?

$ASTS PEOPLE ARE SELLING AT 27 marketcap while SpaceX launching INFIRIOR TECH AT 2T !!! DO YOU UNDERSTAND WHAT'S AT STAKE???

@luketradesasts why buy directly from Rakuten, how cool is that!

$ASTS added some Rakuten shares to my Roth! 🙃