$ASTS We’ve seen about 20 million in mostly long dated premium hit the tape the last few weeks on AST. Some big short dated stuff as well, but man are they setting this up. Gamma will corner the short interest and force dealers to lift stock at any level right as convert arb guys look for a locate to increase hedges and short more shares that they can’t find bc spec shorts are out over their ski’s. It’s all one big game now folks. Pick a side.
$1 million into these $ASTS $100 strike call LEAPs. 61% OTM.

Sep 22, 2026 · 3:51 PM UTC

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Replying to @endless_frank
$ASTS Almost 6 days to cover. This should be fun 👀
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Much higher than before prior 100-200% rallies as well. These guys are way out over their ski’s right now.
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Replying to @endless_frank
I’m on the long side, but the silence around the “soon” and “shortly” shipment of BB14-17 is beyond frustrating at this point. Let alone, no word on potential new partnerships or govt contracts.
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They’ll have something to say soon about the next shipment. Honestly I’m not worried about it.
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Replying to @endless_frank
IV has been cut in half to 75% for ATM weeklies, down from over 140% about 8 weeks ago. Basket behavior and news being discounted. Correlation, regression, multivariate analysis since SPCX IPO announcement in May and also w/ RKLB is economically significant.
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