Does anyone else feel a little guilty because you've been following/ loving pretty much everything Elon does for decades... spaceX, Tesla, boring, neuralink... But you've YOLO'd everything you have into $ASTS because it's going to decimate starlink D2C?
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S 🅰️ P🚀🛰️📲🌍 retweeted
Watch the unfolding of the largest-ever commercial communication arrays in low Earth orbit, BlueBirds 1-5. Getting ready to operate and provide commercial services! 📶#5G ▶️ @ATT @Verizon @Google @Bell @RakutenGroup @VodafoneGroup #AmericanTower #Innovation #Connectivity #ConnectTheUnconnected #SatelliteToCell #Broadband
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S 🅰️ P🚀🛰️📲🌍 retweeted
NEW AST SPACEMOBILE CORPORATE VIDEO 👀 AST SpaceMobile has just released a new corporate video on YouTube 👀 With AT&T also starting to advertise the service, I wonder if we have some PR coming very shortly! $ASTS piped.video/FuWSYtRQ-z0?is=9FZX…
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S 🅰️ P🚀🛰️📲🌍 retweeted
$ASTS: Ali Esswie, Senior Director, 3GPP Standards & IP Strategy | 3GPP RAN & RAN 2 Delegate of @AST_SpaceMobile explains why AST is uniquely capable of providing indoor D2D. “The strongest direct-to-cell architectures must therefore be designed from the ground up around low-band operation, high uplink sensitivity, advanced beamforming, balanced orbit design, stable mobility, and sustained link margin to everyday phones.” lnkd.in/p/emF97ysA
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S 🅰️ P🚀🛰️📲🌍 retweeted
$ASTS $T: 🚨 @ATT is now starting to advertise @AST_SpaceMobile service on Instagram 👀
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S 🅰️ P🚀🛰️📲🌍 retweeted
$ASTS about to make a big decision. RSI pointing up. Could see $80s this week on a breakout *NFA
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S 🅰️ P🚀🛰️📲🌍 retweeted
🚨 BREAKING: The STRAIT OF HORMUZ is OPEN President Trump WINS! "IRAN HAS JUST ANNOUNCED THAT THE STRAIT IS FULLY OPEN AND READY FOR FULL PASSAGE." Gas about to PLUMMET! Checkmate. 🇺🇸🇺🇸🇺🇸
Community note
Iran has not announced the Strait of Hormuz is open; top officials stated it will remain closed until conditions are met. israelnationalnews.com/news/433441 economictimes.indiatimes.com/news/internati… The video recycles fabricated/outdated content with no matching recent Iran or Trump statements
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S 🅰️ P🚀🛰️📲🌍 retweeted
🚨 Breaking news $ASTS Bluebird block 2 satellite has initiated propulsive testing manoeuvres in bar configuration. 🚨 Latest Spaceforce TLEs just now made available shows an altitude increase of 4 meters, while drag drops. It’s a characteristic signature shift from the steady altitude decay expected if not under active propulsion. The two other satellites from the batch went straight to full deployment. Conclusion: BB11 stayed in the last configuration before that with just 1/6 of the array (but 1/3 of solar panels) exposed. A low drag / high power configuration suited for orbital raise and performed propulsion tests in that configuration. This advanced testing regime is in anticipation of ASIC L and S band satellites being built that will perform orbital raise before starting operations. This ”proof of life” / proof of active testing debunks a lot of bear/ short-thesis as to the state of this satellite
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S 🅰️ P🚀🛰️📲🌍 retweeted
$ASTS 👀 Wow! Now, don’t be a retard and short a company that’s critical to U.S national defense.
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S 🅰️ P🚀🛰️📲🌍 retweeted
$ASTS In the 25+ years I worked as a corporate executive in billion dollar companies, I had the opportunity to both participate in and lead complex global initiatives and projects that included cross departmental teams and technologies. One thing that I never heard from a single leader, nor did I ever speak as a leader was, "Listen guys, we know we communicated our goals and timelines to the team and they've slipped, but please stop asking questions. Please stop asking for clarification and probing the different things that could have gone wrong. Do not try and hold staff accountable and explain their positions or ask what they are going to do to get back to the original timelines. Just have faith that the teams involved will figure it out on their own, be quiet and be supportive. Granted, we are not internal employees and will never have similar access, but we are, in fact, owners of the company. We have the right and, I would argue, the obligation to hold the management team accountable to the goals they publicly set, the performance to achieve those goals and communication from the company when those goals materially slip. The fact that some are receiving shaming push back for doing that is alarming to me. This group has always been a welcoming oasis of information and camaraderie that I've never seen anywhere in my trading career. I hope we don't ruin that for the shareholder base that thirsts for access to this kind of community and that we do not live up to the bear narrative that we are just a bunch of misguided company cheerleaders who ignore and seek to silence negative information and instead simply push the company position. I hope we can continue to be the welcoming, due diligence dense, hyper focused, intel seeking investor group that we have been in the past. To be clear, I still believe in the company and its mission. I sincerely appreciate the information and intel and the time members have taken to share it here. I also still hold just under 150K shares, but the very minute I lose faith in the leadership of this company, I am gone. The clock is ticking. Let's not f this up. NFA and FWIW.
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S 🅰️ P🚀🛰️📲🌍 retweeted
Multiple multi-million dollar 🐳 call flows building in $ASTS over the last few weeks: $ASTS $65 call (Sept 25) - $1M @ 1.6 $ASTS $65 call (Sept 25) - $1.4M @ 3.6 $ASTS $40 call (Oct 16) - $4.5M @ 20 $ASTS $65 call (Oct 16) - $2.4M @ 3.3 $ASTS $90 call (Mar '27) - $1.6M @ 7.8 $ASTS $170 call (Dec '27) - $1M @ 6.7 $ASTS $185 call (Jan '28) - $1.7M @ 6.8 $ASTS $105 call (Dec '28) - $1.2M @ 24
Another 🐳 with a long-term bet on $ASTS coming in later in the day. $1.7 million into these $ASTS $185 strike January call LEAPs. 207% OTM.
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S 🅰️ P🚀🛰️📲🌍 retweeted
$ASTS perhaps the biggest mistake of the investment base here has been refusing to light a fire under management. Normally, when a company misses self imposed guidance consistently, refuses to acknowledged setbacks or explain what is going on, avoids to provide clarity on the path forward, etc. shareholders demand answers and change. Yet over here, many use their time and energy to squash anything negative that could be said, even when it's true. Or they spend their time acting as the company's investor relations. That's not a shareholder's job, nor is it a way to help your investment. Like it or not the market is cutthroat. You want to be a multi billion dollar company and eventually a hundred billion dollar company? Then you have to take a lot of heat from investors. And honestly, this management has had it extremely easy with this investor community coming up with excuses for them. Excuses the company hasn't communicated. I'm bullish, but I'm also realistic. And as far as the average investor can see, this execution has been rough. And maybe it would not seem this way if they communicated better. Hopefully just saying this out loud creates the bottom we're all looking for.
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S 🅰️ P🚀🛰️📲🌍 retweeted
$ASTS doesn't (only) have a production bottleneck, but they also have a communication + guidance problem. Trust cuts both ways. OG investors had to deal with this non-stop during the early days but as the stock matures and graduates from the little leagues to the big boys club, management needs to rise to the occasion as well. This has ZERO relation with stock price (if we were at ATH the same would apply), but the failure to communicate and stick to timelines that are only a stone's throw away will deter many old/new investors. It's crystal clear there the company has struggled to meet production milestones since inception. As they say in business school, under promise and overdeliver. This hasn't been the case. There are ways to circumvent that though. Utilize the existing sats to create content with influencers in remote areas. Host an investor/analyst day and do a live demo in-front of the audience. Do a livestream of what IoT would look like in real life. There are so many ideas. Get the mass excited while you fine-tune production. Underpromise and overdeliver, and if you do overpromise don't when its a couple weeks out only to shoot yourself in the foot. All that said, I remain extremely bullish moreso than before.
$ASTS perhaps the biggest mistake of the investment base here has been refusing to light a fire under management. Normally, when a company misses self imposed guidance consistently, refuses to acknowledged setbacks or explain what is going on, avoids to provide clarity on the path forward, etc. shareholders demand answers and change. Yet over here, many use their time and energy to squash anything negative that could be said, even when it's true. Or they spend their time acting as the company's investor relations. That's not a shareholder's job, nor is it a way to help your investment. Like it or not the market is cutthroat. You want to be a multi billion dollar company and eventually a hundred billion dollar company? Then you have to take a lot of heat from investors. And honestly, this management has had it extremely easy with this investor community coming up with excuses for them. Excuses the company hasn't communicated. I'm bullish, but I'm also realistic. And as far as the average investor can see, this execution has been rough. And maybe it would not seem this way if they communicated better. Hopefully just saying this out loud creates the bottom we're all looking for.
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Hi @AmazonHelp. I’ve been charged for a separate US Prime membership since 2016 while living in the UK and paying for Prime UK. I was unaware it was still renewing. Support chats keep disconnecting. Please escalate this for a full historic review and refund. @AmazonHelp
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S 🅰️ P🚀🛰️📲🌍 retweeted
$ASTS Since my original post blew up, a lot of people questioned (rightfully) where the info came from, how reliable the source is, and how the reported weight could be over 120k lbs when the satellite itself weighs under 10k. So here is everything I can safely share -The source is an oversize/overweight permit that the trucking company needs to obtain when transporting BB satellites to Cape -The permit is issued by the state DoT, typically one or two days before the actual shipment -Below is an actual permit that I am ~99% confident corresponds to the shipment of BB8 or BB9 -There were many questions on weight. The permit reports 'loaded weight', not satellite weight. Loaded weight means truck + trailer + freight -One permit = One truck = One satellite -Permit dates are the dates that the truck is allowed to pass through that section of the road This a useful leading, high-frequency signal for confirming when a shipment is about to happen. Jetco does not appear to move loads through this area very frequently. The permit I shared was the first one I had seen from them there in roughly two weeks. That does not make every permit automatically a BB shipment. It can still be something else. But if Jetco moves a BB through this route, it should show up in the permit data, which gives us a way to track shipments.
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S 🅰️ P🚀🛰️📲🌍 retweeted
$ASTS Guess what's gonna travel 75% of state Texas, Louisiana, Alabama, a little bit of Mississippi and finally into Florida and weigh 129k pounds? First satellite shipment confirmed.
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S 🅰️ P🚀🛰️📲🌍 retweeted
$ASTS sometimes consolidates before a major MarkUp.
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S 🅰️ P🚀🛰️📲🌍 retweeted
Another 🐳 with a long-term bet on $ASTS coming in later in the day. $1.7 million into these $ASTS $185 strike January call LEAPs. 207% OTM.
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S 🅰️ P🚀🛰️📲🌍 retweeted
$ASTS: AST SpaceMobile Catalyst Monitor A review of what has been and what is to come. Let me know if I've missed anything. Upcoming Catalysts: ☑️BB14 - BB16 Delivery to Florida and Launch on Falcon 9 ☑️BB11 - BB13 Deployment and Confirmation of Operations ☑️BB17 - BB19 Delivery to Florida and Launch on Falcon 9 ☑️$1B J-LEO Definitive Formation of JV w/ Rakuten ☑️Achievement of ~200Mbps Performance for Block-2 Sats ☑️FCC Testing 900MHz Military Applications with US Space Development Agency, Space Force and Department of War ☑️Block-2 BlueBird batch launches every month ☑️Executing MLAs w/ United Launch Alliance, Ariane, Mitsubishi, Relativity and others ☑️Golden Dome (SHIELD Awarded, NOBLE Up Next) ☑️Execution of other DoW, SDA, DIU, and other Military Awards ☑️Deutsche Telekom Joining Satellite Connect Europe JV ☑️Grain Management 800MHz Satellite Provider Selection ☑️AT&T Verizon T-Mobile Joint Venture Definitive Agreement ☑️T-Mobile Definitive Commercial Agreement ☑️Deutsche Telekom Definitive Commercial Agreement ☑️FirstNet Investment and Definitive Commercial Agreement ☑️FCC Approval of Ligado Modification Application ☑️Execution of more Definitive Commercial Agmts w/ Prepaid Revenue and/or Investment w/ More ~60 global MNOs ☑️Beta Testing w/ AT&T and FirstNet in 2H 2026 ☑️Restart of Blue Origin New Glenn Operations ☑️Updates on Google Services Agmt Partnership ☑️Partnership with Meta ☑️Initiation of Research Coverage by JP Morgan, Morgan Stanley, Goldman Sachs, others ☑️Expansion of 16x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit, Missile Defense Agency and more ☑️Progress on 14 to 48x Block-2 BlueBirds in currently in Production ☑️Proposal for PNT Service Accepted by FCC as Alternative to GPS ☑️Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in 1H 2027 ☑️Securing +$500M of EXIM and IFC non-dilutive Funding ☑️Securing JBIC non-dilutive Funding for Rakuten Joint Venture ☑️Pursuit of L- and S-Band Spectrum Licenses Globally ☑️Pursuit of Additional Lowband Spectrum in US ☑️FCC 5G Fund grant ☑️EU Allocation of 2GHz MSS Spectrum to SatCo JV ☑️Strategic Partnerships and Investments to Focus on AI Data Center Opportunity ☑️Catalysts the SpaceMob have yet to Contemplate Recently Completed Milestones: ✅US Space Development Agency Confirms Testing of BlueBird Satellites for Radar/Sensing Applications for US Space Force and Department of War ✅Initiation of Research Coverage by Berenberg, Piper Sandler, New Street, Bank of America, Clear Street, Roth Capital, Cantor Fitzgerald, Oppenheimer and William Blair ✅AST SpaceMobile Testing Service with Deutsche Telekom ✅FCC STA to Test 800MHz Spectrum for D2D Service w/ Grain Mgmt ✅BB11 - BB13 Launch on Falcon 9 ✅Raised $1.15B 1.625% Convertible Note resulting in $3.8B of Pro Forma Cash ✅BB8 - BB10 Deployment and Confirmation of Operations ✅Midland Development Corp Approval of Economic Development Agmt for 400,000 sqft Expansion w/ $66M in Incentives ✅Raised $1.15B 1.625% Convertible Note resulting in $3.7B Pro Forma Cash 🚨$1B J-LEO Japan Project Awarded to Rakuten + AST SpaceMobile ✅BB8 - BB10 Launch on Falcon 9 🚨Brazilian Regulator Anatel Approved AST SpaceMoble for Commercial Service and Allocated 10MHz x 10MHz of S-Band Spectrum ✅Reached +3,900 Patent & Patent pending Claims ✅AT&T, Verizon and T-Mobile Joint Venture Formation ✅Achieved 99Mbps performance with Block-1 BlueBird 🚨 FCC Approval for Full US SCS Commercial Service🚨 ✅$45M Verizon Commercial Prepayment Unlocked ✅BB7 💐 Launch on Blue Origin New Glenn-3 ✅Demonstrated +150mbps Peak Speed w/ Block-2 BlueBird ✅7x New Design Composite Rings Delivered to Midland ✅Acquisition of New Manufacturing Space in Midland, TX focused exclusively on Micron production ✅Telus Definitive Commercial Agreement w Strategic Investment and $200M Committed Revenue (speculated) ✅Partnership with Orange ✅Partnership with Taiwan Mobile ✅Partnership with AXIAN Telecom ✅Satellite Connect Europe Partnership (“SCE”) with Telefonica ✅SCE Partnership with Orange ✅SCE Partnership with CK Hutchinson ✅SCE Partnership with Sunrise Switzerland ✅SCE Partnership with Vodafone Romania ✅SCE Partnership with VodafoneThree UK ✅SCE Partnership with Vodafone Ireland ✅AST Awarded $30M Prime Contract by US SDA for Halo Europa Program ✅Development of AI Engine to Dynamically Manage Satellite Capacity and Spectrum Efficiency = Seeking 3-10x Capacity Improvement ✅Disclosed over $1.2 billion in Aggregate Contracted Revenue Commitments from Commercial Partners ✅Raised $1.08B 2.25% Convertible Note resulting in $4B of Pro Forma Cash ✅BB6 Unfolding Phased Array ✅AST Awarded Prime Contract Position on US Missile Defense Agency SHIELD Program ✅Filed w/ FCC to modify Existing License to use S-Band spectrum outside of the US ✅$175M Saudi Telecom prepayment to be made by 2025YE ✅BB6 Launched from India on ISRO LVM3 ✅Micron Production to Support 6x a Month by End of Q3 2025 ✅Expanded Manufacturing Floor Space to 500,000 Square Feet ✅2,000 Global Workforce ✅Established Germany as SatCo JV operations center, filed constellation with ITU ✅Closed $420M bridge financing to support Ligado spectrum transaction ✅Saudi Telecom 10-Year Definitive Commercial Agreement w/ $175M prepayment and over $1.8B value ✅Confirmed L- and S- band Spectrum to be Incorporated into Next 3GPP release ✅Verizon Definitive Commercial Agreement ✅Raised $1.15B 2.0% Convertible Note resulting in $3.2B of Pro Forma Cash and Liquidity ✅Successful Video and Voice Testing with Bell Canada ✅US Bankruptcy Court confirms AST and Ligado L-band spectrum transaction transaction, deal now only subject to FCC appoval ✅Acquired Global S-Band Spectrum Priority Rights held Under International Telecommunication Union ✅Successfully Completed the First-ever Native Voice Call (VoLTE) and Rext (SMS) with a Standard Cell Phone using AT&T Spectrum and Core Network ✅Hired JR Wilson as Chief of Networks and Spectrum, formerly AT&T VP of Tower Strategy, Roaming & In-Building Solutions ✅Raised $575M 2.375% Convertible Note w/ Capped Call struck at $120, resulting in $1.5B of Pro Forma Cash on Balance Sheet ✅Repurchased $360M of $460M 4.25% Convertible Note ✅Entered into $550M of Non-Recourse Senior Secured Term Loan to fund Ligado Transaction ✅Secured $100M Equipment Loan Facility ✅Moved to Russell 1000 from Russell 2000 Index ✅Demonstrated World's First Tactical NTN Connectivity over Standard Mobile Devices with Defense Prime Fairwinds Technologies ✅Announced Latest MNO Partnership with Vodafone Idea of India ✅Hired Jennifer Manner as SVP of Regulatory Affairs and International Strategy, Former NTIA Senior Advisor of Space and Policy and EchoStar SVP of Regulatory Affairs ✅FCC Accepts AST’s Application for US Commercial Service ✅FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST ✅Verizon and AT&T Spectrum Lease Agreements filed w/ FCC ✅FCC grants STA for beta testing w/ AT&T, Verizon, Vodafone, Bell Canada, and Rakuten ✅FCC grants STA for Firstnet Evaluation on Public Safety Band 14 ✅AST SpaceMobile Forms SatCo Joint Venture w/ Vodafone to Better Serve European market, Selects Luxembourg as HQ and Germany for NOC ✅Secured $43M and $20M Contracts w/ US Space Development Agency and Defense Innovation Unit ✅AST5000 ASIC Development Finished and Integration into Block-2 Sats in Q2 2026 ✅Successful Video Calls Completed w/ AT&T, Verizon, Vodafone and Rakuten ✅Exercised Multi-launch Agmts w/ SpaceX, Blue Origin and ISRO ✅Established Coordination Agmt w/ US National Science Foundation Covering Satellite and Ground-based Astronomy Operations ✅Closed $460M 4.25% Convertible Debt Funding ✅Opened European Research Center w/ Vodafone and University of Malaga in Spain ✅Signed Deal w/ Singapore’s Defense Science and Technology Agency ✅Joined 5G Automotive Association, which Develops and Promotes 5G-based Solutions for Connected Autonomous Vehicles

ALT

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S 🅰️ P🚀🛰️📲🌍 retweeted
Rocket refueling 🚀 $ASTS
🚨 Insider Buy Alert AST SpaceMobile's $ASTS first investor, Adriana Cisneros, just picked up ~$620k worth in shares following a near 60% drawdown since early June. This is the first insider buy on $ASTS this year.
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S 🅰️ P🚀🛰️📲🌍 retweeted
Execution in motion. Across our Texas manufacturing facilities, more BlueBird satellites are moving through every stage of production as we build the world’s first space-based cellular broadband network accessible directly by everyday smartphones. We invented a new way to design, manufacture and deploy large-scale space infrastructure: advanced lightweight composite structures, stackable architecture and repeatable production at a scale never before achieved for commercial communications satellites. More BlueBirds. More capacity. More connectivity. 🇺🇸📶🌎📱 Build. Stack. Launch. Repeat. #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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