🚨🚨 $ASTS WEEK IN REVIEW🚨🚨
Everything, all at once. That, and more priceless insights in the Weekly…
Everything, all at once. That, and more priceless insights in the Weekly…
🌋BREAKOUT!
I FELT IT LAST WEEK. And Boom, everything all at once.
I FELT IT LAST WEEK. And Boom, everything all at once.
https://x.com/Reformed_Trader/status/1887623297623318716
📣Cantor Initiates
It starts. We'll get BAML soon. That could fire up a lot of long only buying and add significant credibility. Cantor notes that the #Spacemob is healthy and an asset. True. MNOs are free to use us. We love you. A waffle party went a long way toward getting our allegiance.
PS, where the f- is the Barclays coverage?
x.com/anthony2145k/s…
It starts. We'll get BAML soon. That could fire up a lot of long only buying and add significant credibility. Cantor notes that the #Spacemob is healthy and an asset. True. MNOs are free to use us. We love you. A waffle party went a long way toward getting our allegiance.
PS, where the f- is the Barclays coverage?
x.com/anthony2145k/s…
🤖Cantor said "AI"
AI is empowered by ASTS. Wait for it.
AI is empowered by ASTS. Wait for it.
https://x.com/kingtutcap/status/1887498093001625736
🤔Sellside Will Have So Much to Write
First they will focus on tech differences. But then the business model separation will occur where one company has structurally higher margins
First they will focus on tech differences. But then the business model separation will occur where one company has structurally higher margins
https://x.com/CatSE___ApeX___/status/1886835315626656163
🔎Investor Interest
Investor interest is surging in the space. Most are trying to figure out fixed broadband b/c there is so much to trade there when it comes to cable etc. But as they learn, I promise you will learn about mobile. The demand and interest is there. Investors are hearing about Starlink competing with terrestrial telecom. This is the trojan horse. It'll lead to multiple compression for MNOs. This is why $ASTS is the ideal partner - they aren't competing with MNOS.
x.com/DepaolaSal/sta…
Investor interest is surging in the space. Most are trying to figure out fixed broadband b/c there is so much to trade there when it comes to cable etc. But as they learn, I promise you will learn about mobile. The demand and interest is there. Investors are hearing about Starlink competing with terrestrial telecom. This is the trojan horse. It'll lead to multiple compression for MNOs. This is why $ASTS is the ideal partner - they aren't competing with MNOS.
x.com/DepaolaSal/sta…
🏰As Investors Study Starlink, They'll Realize ASTS is the MNO Hedge
As the threat to MNOs is realized, the swamp will mobilize
As the threat to MNOs is realized, the swamp will mobilize
https://x.com/Only6inches/status/1886694123886817439
⚡️ASTS Goes Big Time
The next 2-4 years is going to be all about this, and then it's likely fully adopted and just a big company with big moats
The next 2-4 years is going to be all about this, and then it's likely fully adopted and just a big company with big moats
https://x.com/Brookside578298/status/1887160194037145969
📺Fox News Covers ASTS
A story so simple even institutional investors can understand it
foxnews.com/video/63685204…
A story so simple even institutional investors can understand it
foxnews.com/video/63685204…
🗞️FT Covers ASTS
They are here, they are there, they are f-ing everywhere!
They are here, they are there, they are f-ing everywhere!
https://x.com/Charlie_Invests/status/1888284180616008099
🇪🇸Big Things Happen at MWC
This is where deals get signed. This year, more than any other year, $ASTS might decide to sign DAs and get it going
This is where deals get signed. This year, more than any other year, $ASTS might decide to sign DAs and get it going
https://x.com/defiantclient/status/1887563266232361040
🚀A Launch Party Is Coming
Prepare your naan…ISRO is coming
Prepare your naan…ISRO is coming
https://x.com/NRsono/status/1887894885195198956
🫂Staffing for More Launch
ISRO is just the beginning. It's about to be hammer time.
ISRO is just the beginning. It's about to be hammer time.
https://x.com/Only6inches/status/1887518711990374688
📶If I'm Right about Ligado, ASTS will be launching A LOT
Let's get that spectrum and then we'll likely have a separate shell just for the government, doubling our opportunity
Let's get that spectrum and then we'll likely have a separate shell just for the government, doubling our opportunity
https://x.com/Megaconstellati/status/1886685859480572157
😜Speaking Of Other Use Cases
IoT and B2B could be just as big as consumer
IoT and B2B could be just as big as consumer
https://x.com/PK_Fund/status/1887113695714525468
🐈Meanwhile, Cats are great for killing vermin
Remember, we didn't domesticate the cat…they domesticated us. FUDsters are just getting murdered. To think Spacemob (rough guess) owns around 10MM shares. This means Spacemob has made around $250MM of PnL since the lows against the will of Tim Farrar. Pretty crazy. $250MM. Think about that.
First FUD was about FCC particulars. We've been here before. The laws of man will not bend the will of nature (TM, theKOOKReport 2025).
x.com/CatSE___ApeX__…
Remember, we didn't domesticate the cat…they domesticated us. FUDsters are just getting murdered. To think Spacemob (rough guess) owns around 10MM shares. This means Spacemob has made around $250MM of PnL since the lows against the will of Tim Farrar. Pretty crazy. $250MM. Think about that.
First FUD was about FCC particulars. We've been here before. The laws of man will not bend the will of nature (TM, theKOOKReport 2025).
x.com/CatSE___ApeX__…
🌎ASTS - The Global Telecom
A business that is instantly global will get an insane trading multiple
A business that is instantly global will get an insane trading multiple
https://x.com/CatSE___ApeX___/status/1887992493603725457
🐈⬛ASTS is Different
Barclays explaining to people that $ASTS is an NVDA chip to Starlink's x386 Pentium chip
Barclays explaining to people that $ASTS is an NVDA chip to Starlink's x386 Pentium chip
https://x.com/defiantclient/status/1887918333040980450
🚑FirstNet Coming
They literally say FirstNet is coming. I'm sure we'll be up huge when it's formally announced, just like the AT&T D&A. We have seen time and time again how much alpha is in the #Spacemob.
They literally say FirstNet is coming. I'm sure we'll be up huge when it's formally announced, just like the AT&T D&A. We have seen time and time again how much alpha is in the #Spacemob.
https://x.com/TJPublicSafety/status/1887689598274576846
📲Reminder about VZ
This DA is in the bag. All the CP's must have been met by now. Maybe it takes a successful call.
This DA is in the bag. All the CP's must have been met by now. Maybe it takes a successful call.
https://x.com/TheDarklord76/status/1886849226463961232
🇪🇺European Opportunity
It seems unrealistic Europe will be able to create its own solution. The natural path is to partner with ASTS, which has significant operations in Europe. Throw a few launches to Arianne and the local content goes up.
Let's thank Peter Lindmark for negotiating this for us.
It seems unrealistic Europe will be able to create its own solution. The natural path is to partner with ASTS, which has significant operations in Europe. Throw a few launches to Arianne and the local content goes up.
Let's thank Peter Lindmark for negotiating this for us.
https://x.com/peterlindmark/status/1887476262710493623
🏂ASTS Board Diagram
The relationship a lot of us are looking at is Cohere.
The relationship a lot of us are looking at is Cohere.
https://x.com/theodorusatheos/status/1886552860160143795?s=61
🎙️🎙️Spacman Goes To Egypt
A great interview. Tut is smart as shit. Can't believe we got a guy with these talents on our side
A great interview. Tut is smart as shit. Can't believe we got a guy with these talents on our side
https://x.com/spacanpanman/status/1887340532432617958
🎆Incredible View of Starship Missing Orbit
Still incredible to watch
Still incredible to watch
https://x.com/Salar__Askari/status/1887689954412683632
🇨🇦Retaliation Against Elon
Canada makes it personal. The nexus to hit back at Trump ends up being to hit Elon
Canada makes it personal. The nexus to hit back at Trump ends up being to hit Elon
https://x.com/techcrunch/status/1886460389702930808?s=46
🇿🇦Elon No Phone Home
The government was not going to let Starlink come in on its own terms. The swamp monster won.
The government was not going to let Starlink come in on its own terms. The swamp monster won.
https://x.com/BassonBrain/status/1887484810106458171
🥊Starlink Beatdown Coming
#Spacemob does not need to, nor should it publicly beat down on Ben and others. Let them have their echo chamber. The true dirty work will happen on the docket.
#Spacemob does not need to, nor should it publicly beat down on Ben and others. Let them have their echo chamber. The true dirty work will happen on the docket.
https://x.com/JRyanThomp/status/1887976294500991135
💩Man from Failed Satellite Competitor Company Doubts ASTS Publicly
Whatever. He's right. Let's just say that his FUD is in our discount rate. Moving on…
pcmag.com/news/not-enoug…
Whatever. He's right. Let's just say that his FUD is in our discount rate. Moving on…
pcmag.com/news/not-enoug…
🪃Keeping Starlink Honest
People have no problem slinging history at $ASTS. Boomerang!
People have no problem slinging history at $ASTS. Boomerang!
https://x.com/kingtutcap/status/1887216639860412532
⭕️People went to town on this
It's ok, let them talk at themselves
x.com/longmier/statu…
x.com/longmier/statu…
It's ok, let them talk at themselves
x.com/longmier/statu…
x.com/longmier/statu…
❣️Birth Control Innovation!
RF humor is amazing, and is guaranteed to prevent unwanted pregnancies.
If you don't get Catse's joke, you need to read my simplified DD
RF humor is amazing, and is guaranteed to prevent unwanted pregnancies.
If you don't get Catse's joke, you need to read my simplified DD
https://x.com/CatSE___ApeX___/status/1887606423212949820
👼Steve Is Watching
He's going to love our New Glenn launches
He's going to love our New Glenn launches
https://x.com/spacanpanman/status/1888007110559928330
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