$ASTS We need an update from @AbelAvellan himself. I don’t want some X post from the corporate account. What is going on with your company Abel? Why are you so silent? We’ve waited long enough and have been left in the dark multiple times this year when production hit snags. You are the leader and you need to address your shareholders with an update. If that’s too much to ask you shouldn’t have become a public company. You also need a chief marketing officer or someone who can excite investors and/or help restore credibility because it’s gone and there’s now a mountain of capital betting against you via short interest. Hope we have some clarity soon. If we don’t have a shipment this weekend launch isn’t happening until November. If that’s the case we’re well behind the already lowered revised guidance from the August earnings call. That’s material. It would be best to provide an update yourself since nobody answers us when we reach out to your investor relations department. @AST_SpaceMobile @scottwisniews

🚨 $ASTS x $META: META IS TALKING ABOUT WHATSAPP OVER AST SATELLITES. Good Morning everyone. Let's quickly go through this. Meta’s head of satellite partnerships said they hosted the $ASTS AST SpaceMobile team at Menlo Park for a workshop around bringing WhatsApp over AST satellites. Yes, Meta is watching D2D from the sidelines. They are also already sitting with AST and talking through an actual use case for one of the biggest messaging apps in the world. WhatsApp makes sense here. $ASTS doesn't need us to buy any new satellite phone or carry another device. The whole point is that your normal phone should work when the terrestrial network will disappear. So if $META wants WhatsApp to keep working in places where coverage is weak or nonexistent, AST is exactly the kind of network they would want to test with. Now add Meta pushing more 5G capable devices. I would not call this a formal Meta deal yet. We do not have that. But Meta’s own satellite team publicly saying they are working with AST on WhatsApp over satellite is why my ears have gone big now.

T-MOBILE FILES RESPONSE TO AST SPACEMOBILE SCS APPLICATION T-Mobile has filed a response to the SCS application and the point they make are spurious at best. Let's break them down 1 by 1 and show how poor they are.... 1) First, the “missing maps” narrative is misleading. AST has already provided extensive technical data, dozens of parameters, and multiple amended filings. This includes the newly released maps in the updated Annex B. What T-Mobile calls “essential” are scenarios AST is still actively optimizing with partners. 2) Coverage shaping for space-based cellular isn’t static like a terrestrial tower. Beam configurations are adaptive, software-defined, and dynamically altered in real time. Expecting final, fixed footprints this early is unrealistic and AST has been clear that its beams will be geo-confined and power-controlled to protect all licensees. 3) AST’s leasing partners (AT&T, Verizon, FirstNet) already know their own licensed footprints. AST aligning its beams to those areas is straightforward engineering, not a mystery. The idea that T-Mobile “can’t assess interference” without a specific map snapshot ignores the flexible, dynamic nature of SCS. 4) T-Mobile claims AST’s beams might “spill over” into other markets at low elevation angles. But this is exactly why AST’s system uses: • elongated beams only when necessary • adaptive power shaping • real-time null-forming • buffer zones • automated beam steering tied to licensed coordinates This isn’t new — AST has explained it repeatedly. 5) On the UE noise figure criticism: AST intentionally uses conservative assumptions. A 9.62 dB NF is not “worse engineering” it’s a safety margin. Over-estimating device noise means AST models worst-case interference, not best case. Ironically, T-Mobile is arguing against a more protective standard. 6) Flagship devices with 6 dB NF don’t weaken AST’s case, they actually make interference even less likely. This is because those devices hear satellite signals more clearly and require less received power. AST modelling conservatively protects all devices, not just the best ones. 7) T-Mobile also ignores the most important fact.... AST’s system only operates in partner-controlled licensed spectrum, under strict leases and FCC oversight. Non-partner carriers won’t see co-channel interference because AST isn’t transmitting in their bands. This is literally the core design of SCS. 🤦‍♂️ 8) The “FCC ignored our filings” line is a distraction. The Bureaus put the application out for comment because AST met the threshold for a complete filing and because space-to-mobile is now a national priority for coverage, rural connectivity, and emergency resilience. 9) It’s also worth noting that AT&T, Verizon, Vodafone, Rakuten, Telefonica, Orange, MTN, and multiple global MNOs have all reviewed AST’s tech and chosen to partner, not oppose. The world’s biggest networks don’t sign on to something that can’t meet interference standards. 10 T-Mobile’s opposition is predictable 🤷‍♂️ SCS fills coverage gaps T-Mobile can’t reach with its current footprint. Opposing the filing is a competitive move, not a technical necessity. The FCC will evaluate based on engineering, not market positioning. 11) AST continues to refine beam targeting, interference protections, and coverage shaping. This is because that’s normal for a first-in-the-world space-based broadband system. The foundation is solid, partners are aligned, and the system is engineered to meet FCC constraints. Bottom line: T-Mobile’s filing doesn’t reveal a fatal flaw — it highlights that AST is building something new, dynamic, and far more sophisticated than terrestrial networks are used to. AST has already shown it’s committed to transparency, partnership, and interference protection throughout the SCS process. $ASTS $TMUS $VOD $T $VZ

New post, a long one. Deep forensic dive on $MSFT, $GOOG, $ORCL, $META, $AMZN with CU Universe stock rankings and the return of the fat pitches AICT Composite Value Map. michaeljburry.substack.com/p…

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$ASTS Now is the time to drop a production update 💣 on all the frauds betting against you. @AST_SpaceMobile @AbelAvellan @scottwisniews

$ASTS $T: 🚨 @ATT is now starting to advertise @AST_SpaceMobile service on Instagram 👀

$ASTS This is long because I’m very disappointed with several things surrounding this company while too many OG’s keep making excuses. 2 weeks ago we were told BB14-15-16 were soon to join the growing constellation in this video. On July 31st we were told the same thing. We were never told what happened between then and now that slowed things down. Clearly there was an issue. Blue Origin told us what their failure was and are working to correct it. AST hasn’t made a single comment about theirs. I don’t want to hear that they can’t talk about it. If it was material enough to delay production for this long they should have addressed it. All we have is a slide deck from August 10th showing batches being ready in August, September and October. In a week we’re about to be behind on 2 batches and we still have silence about the status of this issue nor any updated guidance from the company if they’ll get 4 Falcon 9 launches by year end to get to 25 and start beta. I’m really getting tired of how disorganized this management team is. From the clerical errors in their earnings call slide decks, to the consistent over promises on production timelines and vague updates that tell us nothing or no updates at all. People are being wiped out. Making videos talking about reaching 6 satellites a month when we have shipped 0 in the last 73 days is like when Biden told us we could save our neighbors by getting vaccinated when everyone with a brain knew that was bullshit. I feel like I’m being lied to. The market is not stupid. The market knows if they continue to burn 600m in cash a quarter without a commensurate revenue stream they will probably need to raise like they have every few months. Already been 2 months since the last raise and we have launched nothing, and this is why shorts haven’t budged. I have been fully invested here for over 2 years and still believe in the company, but we need to start executing consistently or this could take forever and dilute us to hell. /End