My opinions - Open to others'

Basket trades and manipulation- there is one thing to provide liquidity, but when you see this day in and day out, clear manipulation!
Gotta love when all the “human” investors decide to sell their space stocks exactly at 9:30am
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INSIDER BUYING AT $ASTS I already have high conviction in $ASTS and their mission to “connect the unconnected”, and as a major disruptor in the wireless industry. Nice to see long time @AST_SpaceMobile director @cisnerosadriana Adriana Cisneros purchasing additional shares on the open market - adds to my confidence in my investment thesis. In this environment, seeing these signals decreases any “second guessing”. Insiders sell shares for many reasons, but they buy shares for one reason only! (stock is undervalued and going up)
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How the market is not already pricing in this huge win (Japan’s JLEO $1B contract with @Rakuten ) for $ASTS , is crazy! Anyone in the market the last month can clearly see the market has NOT been efficient and rational. @AST_SpaceMobile and Rakuten were awarded the JLEO contract under the RAST JV. I guess the market is waiting for the PR’s and more details before pricing it in? $1B win! my guess is one day soon the market stops panicking about AI names and realizes it missed this, and re-rates ASTS! Just sayin 🙌
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🚨Samsung @SamsungMobile next gen phones will soon work (~ 2028) with $ASTS direct to device satellites using their acquired L band spectrum 🚨. This is a big deal - it will unlock the ability to monetize this valuable asset, and users will have even faster speeds. SpaceMob knew this was going to happen, but this confirmation dismisses another flimsy bear argument that AST’s L band spectrum wouldn’t be available in new phones. The big picture keeps coming together!
SAMSUNG WORKING WITH AST SPACEMOBILE The phones will integrate support for the midband BlueBirds that will be launching next year. $ASTS (Following the Mario template 👀)
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Bri🅰️n L retweeted
$ASTS: There are quite a few nuggets in @AbelAvellan's latest tweet... Let's unfold them one by one. 👇 🧵1/8
BlueBirds 8, 9, and 10 are now fully deployed to their full size, each the world's largest communications arrays operating in Low Earth Orbit. We invented a new way to design, manufacture at scale, deploy, and fly lightweight composite stackable architecture combined, with the world's largest and most advanced direct- to-device and radar phased-array with the ability to launch them in groups of 3, 5, 6, or 8 on a single launch. Our BlueBird platform brings together high-performance space-based cellular broadband with peak data rates approaching 200 Mbps, space AI edge computing, and many mission-critical government applications, all on one platform where the largest-ever size matters! BlueBirds 11, 12 and 13 are already at the Cape preparing for their imminent launch. BlueBirds 14, 15 and 16 are right behind them. Production has already moved through satellite 42. All of this is happening in Texas. 🤠🇺🇸📶🌎📱
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🚨ASTS shareholders getting news on a new $1B convertible offering after hours. 🚨 While unexpected, the reaction has been overblown imo. AH down ~ 12%, but the way $ASTS has structured this has been very clever. The convert has a great conversion price, a low coupon, and an added “capped call”, which puts the conversion price to $149 a share! Dilution is minimal at ~ 1.5%. For $ASTS investors, we want to get sats into space and start commercial service ASAP - this will help make that happen, and should allow @AbelAvellan to take advantage of opportunities e.g. JLEO. I trust Abel; these type of strategic decisions remind me a lot of some of the choices @JeffBezos made when $AMZN was in hyper growth mode! businesswire.com/news/home/2…
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Nice find! Another JV in Africa? Good chance that happens!
$ASTS Based on this map it seems Vodafone gave up their exclusive deal for South Africa to also sign MTN there. If this holds together with the other MTN countries then AST basically conquered Africa like the US, Canada and Europe. Complete market domination in these geographies!
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Bri🅰️n L retweeted
Vodafone Ireland and the Irish Government test satellite technology to keep emergency services connected vodafone.com/news/newsroom/t…
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Crazy for $SPCX shareholders to short this stock $ASTS as a hedge - yeah it has worked short term, but the math isn’t mathing! Shorting a ~ $25B mc company that is in hyper growth mode to hedge a $2T mc company will not work out well imo. Anyone short AST should take the short gift and count your blessings 🙏🏻
$ASTS: 🚨 BREAKING: SPACEX PRE-IPO SHAREHOLDERS HAVE SHORTED APPROXIMATELY ~30M AST SPACEMOBILE SHARES SINCE THE END OF MAY AS A HEDGE THIS REPRESENTS APPROXIMATELY $2.5-$3 BILLION OF NOTIONAL SHORT AT AVG PRICE OF $83-$100
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$ASTS Brilliant foresight and understanding of the European telco and political environments by @AST_SpaceMobile / @AbelAvellan / @scottwisniews AST has locked up the US, will soon finish locking up Europe via the Satellite Connection Europe (SCE) JV with Vodafone, and it’s looking like Japan is next with the @Rakuten JV
Vodafone España and Satellite Connect Europe sign commercial agreement to bring satellite-to-mobile broadband connectivity to Spain saladeprensa.vodafone.es/c/n…
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Agreed - one thing we know about shorts on a company that continues to execute is they eventually have to pay the piper!
$ASTS: "Every share shorted incurs a debt to shareholders. Sooner or later, that debt must be paid"
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Bri🅰️n L retweeted
$ASTS: 🚨🇯🇵 JAPAN'S REGULATOR MIC HAS FORMALLY APPROVED TECHNICAL CONDITIONS FOR MOBILE SATELLITE SERVICE OVER 700MHZ CELLULAR SPECTRUM PAVING THE WAY FOR RAKUTEN AND AST SPACEMOBILE COMMERCIAL SERVICE Rakuten and AST SpaceMobile seemed well positioned to win the J-LEO project, which would establish "FirstNet of Japan" emergency network. Japan’s MIC has taken a major step toward approving Rakuten Mobile and AST SpaceMobile’s direct-to-device service. On June 24, the Information and Communications Council formally approved the technical conditions for a 700 MHz non-geostationary satellite system connecting directly to ordinary mobile phones. This approval sets key regulatory and interference framework needed for AST to use Rakuten’s 700 MHz Band 28 spectrum in Japan, including protections for terrestrial TV, wireless microphones and other incumbent users. MIC is now expected to amend the relevant ministerial regulations, reportedly around September. ➡️Bottom line: Japan has not yet granted Rakuten/AST final commercial approval, but the most important technical-regulatory hurdle appears to have been cleared favorably—putting AST and Rakuten on a clear path toward launch of commercial service. 👉 Timing of this approval coupled with the formation of Rakuten/AST joint venture AND the June-end internal decision regarding the J-LEO project appears to be all related. ✅J-LEO applications closed May 29 ✅One provisional winner is due around the end of June ✅Mikitani disclosed the satellite-owning JV on June 23 ✅700 MHz technical conditions cleared on June 24 The three pieces solve three different J-LEO requirements: the JV provides Japanese ownership and operational control, Rakuten provides the licensed cellular spectrum, and AST provides the satellite technology and constellation.
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Wow a new JV with Rakuten in Japan! Rakuten already has a sweet deal with $ASTS in Japan, so what is the added value here? Looks like this new structure will fit the bill to meet the JLEO requirements. That will be a huge win for ASTS * value in excess of $1B And this should happen in the next month or so. Just one of many upcoming catalysts. Know what you own.
$ASTS: 🚨🇯🇵 RAKUTEN AND AST SPACEMOBILE TO ESTABLISH NEW JOINT VENTURE TO PROVIDE MOBILE BROADBAND SERVICE IN JAPAN New joint venture follows similar AST SpaceMobile approaches in US and Europe US JV: AT&T, Verizon, T-Mobile Satellite Connect Europe JV: Vodafone, Orange, Telefonica, Telenor, CK Hutchinson ・Rakuten and U.S. ASTS to Establish New Satellite Business Company in Japan ・Deploying Satellite Communications Directly Connecting to Smartphones ・Timeline: To Be Formed Within 2026 ・Investment: Nearly Equal Shares ・New Structure to Facilitate J-LEO project? ・Establishment of Joint Venture could allow other MNOs, such as KDDI, NTT DoCoMo and Softbank, to join AST SpaceMobile ecosystem
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As @CatSE___ApeX___ says, spectrum will find its way to the most efficient.. For the more technical, Cat explains why $ASTS has much better spectral efficiency than a Starlink. Very interesting read, and good to know as an investor.
What does the capabilities of a full $ASTS Spacemobile constellation look like? what can it do? 1/
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Feeling really good after the big JV news with @ATT @Verizon @TMobile . This will be huge for @AST_SpaceMobile $ASTS, as now all 3 will be using them. @CatSE___ApeX___ and the SpaceMob has frequently reminded ...Spectrum will find its way to the most efficient use.... Cat can take the lead in the happy dance, cause this is just getting started. 🪩🎉
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Congrats $RKLB on a great quarter! If things progress, maybe $ASTS will buy a launch contract and use Neutron.
The strongest quarter in Rocket Lab history
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To all the $ASTS shorts who got a free ride on the sale of 15M Rakuten shares, the ride is over!

ALT Fuck You GIF

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$ASTS: 🚨RAKUTEN SALES ARE COMPLETE Final-fucking-ly. See latest 13D linked below. Remaining shares: 15,510,078 (5.3% of Class A Common Stock outstanding as of February 26, 2026) Date: April 27, 2026 Transaction: Sale Number of Shares: 400,000 Average Price Per Share: $76.3098 Date: April 28, 2026 Transaction: Sale Number of Shares: 430,000 Average Price Per Share: $73.9463 Date: April 29, 2026 Transaction: Sale Number of Shares: 70,500 Average Price Per Share: $70.3395 Date: April 30, 2026 Transaction: Sale Number of Shares: 1,800,000 Average Price Per Share: $73.2644 Date: May 1, 2026 Transaction: Sale Number of Shares: 870,000 Average Price Per Share: $72.0739 Date: May 4, 2026 Transaction: Sale Number of Shares: 970,000 Average Price Per Share: $69.2240 Date: May 5, 2026 Transaction: Sale Number of Shares: 969,577 Average Price Per Share: $65.3255 sec.gov/Archives/edgar/data/…
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Wow! Great find @CatSE___ApeX___ and @Defiantclient2 $ASTS advantage of already having the largest lowband leo satellite in orbit with a prime contractor status, definitely points to getting this $140M award!
$ASTS: It looks like @AST_SpaceMobile was awarded 140M to develop low band radar for the @DeptofWar 👀
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