🚨🚨 $ASTS WEEK IN REVIEW🚨🚨
Block 2 gears up, FUDsters freak out as ASTS once against prepared to strike, and much more...
Block 2 gears up, FUDsters freak out as ASTS once against prepared to strike, and much more...
🪷ISRO Launch Coming. Not May Day, but a Day in May or June
It will be exciting to see the start of the main campaign. Block 2 Bluebird 6 starts the wave of launches that will occur over the next 12 months
x.com/CatSE___ApeX__…
apps.fcc.gov/els/GetAtt.htm…
x.com/CatSE___ApeX__…
x.com/ISROSpacefligh…
It will be exciting to see the start of the main campaign. Block 2 Bluebird 6 starts the wave of launches that will occur over the next 12 months
x.com/CatSE___ApeX__…
apps.fcc.gov/els/GetAtt.htm…
x.com/CatSE___ApeX__…
x.com/ISROSpacefligh…
🧑⚖️Guidance Confirmed
Nice to see everything reiterated
Nice to see everything reiterated
https://x.com/redrum_2001/status/1901585131061588336?s=61
💙💙FCC Filings Shows Us BB2
FM1 coming.
Will allow AST SpaceMobile to test the satellite’s architecture and function of its mechanical systems
The instant test will evaluate various mechanical components and subsystems of the new platform, including mechanisms and firmware employed to unfold the FM1’s phased array antenna
x.com/TheodorusAtheo…
FM1 coming.
Will allow AST SpaceMobile to test the satellite’s architecture and function of its mechanical systems
The instant test will evaluate various mechanical components and subsystems of the new platform, including mechanisms and firmware employed to unfold the FM1’s phased array antenna
x.com/TheodorusAtheo…
🏃FCC Foundation Taking Hold
Carr is moving quickly to get $ASTS ready to go
x.com/seancarpen5151…
x.com/catse___apex__…
x.com/peterlindmark/…
Carr is moving quickly to get $ASTS ready to go
x.com/seancarpen5151…
x.com/catse___apex__…
x.com/peterlindmark/…
💩FUD Parade
It's always when ASTS is at its best moments of achievement does the Poo Police come out in force.
What the FUDsters did not anticipate is that this 'retail' community actually isn't retail. And it fights back.
Tim New FUD
ASTS has a filing requirement
ASTS has a thermal issue b/c it added a solar array
ASTS flying at same altitude as Block 1
Verizon within 2 years
Tim Farrar on Starlink
Starlink needs a bailout
Starlink $36bn valuation totally untenable (now 10x higher)
Starlink cost will be meaningfully higher than terrestrial and "not a big deal"
Starlink made 'outlandish' claims about its potential
Starlink 'fake it till you make it' (Tim knows!)
x.com/kingtutcap/sta…
It's always when ASTS is at its best moments of achievement does the Poo Police come out in force.
What the FUDsters did not anticipate is that this 'retail' community actually isn't retail. And it fights back.
Tim New FUD
ASTS has a filing requirement
ASTS has a thermal issue b/c it added a solar array
ASTS flying at same altitude as Block 1
Verizon within 2 years
Tim Farrar on Starlink
Starlink needs a bailout
Starlink $36bn valuation totally untenable (now 10x higher)
Starlink cost will be meaningfully higher than terrestrial and "not a big deal"
Starlink made 'outlandish' claims about its potential
Starlink 'fake it till you make it' (Tim knows!)
x.com/kingtutcap/sta…
🍼The FUD Economy
Why the FUD? It sells. Shorts want things that fulfill their internal narrative and Tim sells them the notes they need
Why the FUD? It sells. Shorts want things that fulfill their internal narrative and Tim sells them the notes they need
https://x.com/spacanpanman/status/1903572163879203136
🔬Reminder: 3rd Party Validation
Reminder that ASTS is the only company to get this type of 3rd party validation
x.com/VodafoneGroup/…
x.com/CatSE___ApeX__…
x.com/CatSE___ApeX__…
Reminder that ASTS is the only company to get this type of 3rd party validation
x.com/VodafoneGroup/…
x.com/CatSE___ApeX__…
x.com/CatSE___ApeX__…
💸Huge Potential
The math is astounding. We only have to be right on a fraction of our assumptions
The math is astounding. We only have to be right on a fraction of our assumptions
https://x.com/redrum_2001/status/1901972251035005264
🤰Disruption Potential
I have always thought the scenario Catse outlines here is more likely than not. The tech will get better and better and the avoided costs of terrestrial will make it compelling
I have always thought the scenario Catse outlines here is more likely than not. The tech will get better and better and the avoided costs of terrestrial will make it compelling
https://x.com/CatSE___ApeX___/status/1903171262404309396
🦀We Are Seeing Telecom's Run From Towers
Sell while you have edge
Sell while you have edge
https://x.com/spacanpanman/status/1903066507090776225
🤔Interesting Math
$1/GB and overages at $2/GB for overages. You have to have a terminal and this is hardly convenient, although it will be fast
This is a data point on the value of convenience.
$1/GB and overages at $2/GB for overages. You have to have a terminal and this is hardly convenient, although it will be fast
This is a data point on the value of convenience.
https://x.com/sawyermerritt/status/1901704923730899049?s=61
🚗Use Cases
I spent time with AST SpaceMobile’s chief executive Abel Avellan towards the end of the event, and we discussed several potential use cases for SatCo’s services beyond the obvious ability to use low earth orbit satellite connectivity for remote terrestrial network gap coverage. Three examples of this potential are dramatically improved connectivity services on commercial aircraft, support for large-scale agricultural technology deployments to improve crop and livestock yields and, eventually, widespread autonomous driving. This extensibility of AST SpaceMobile’s technology stack shows how it reaches well beyond simple SOS text messaging, such as the Business Direct to Cell service currently offered by its rival Starlink.
x.com/peterlindmark/…
I spent time with AST SpaceMobile’s chief executive Abel Avellan towards the end of the event, and we discussed several potential use cases for SatCo’s services beyond the obvious ability to use low earth orbit satellite connectivity for remote terrestrial network gap coverage. Three examples of this potential are dramatically improved connectivity services on commercial aircraft, support for large-scale agricultural technology deployments to improve crop and livestock yields and, eventually, widespread autonomous driving. This extensibility of AST SpaceMobile’s technology stack shows how it reaches well beyond simple SOS text messaging, such as the Business Direct to Cell service currently offered by its rival Starlink.
x.com/peterlindmark/…
📰Catalyst Review
There are a lot of things that will help us pass the time until the constellation is up
There are a lot of things that will help us pass the time until the constellation is up
https://x.com/tottaway22/status/1902441104257237105?s=61
😘Throwing Copper
The FCC looks to be throwing its weight behind upgrading networks
We know that AT&T believes it can use $ASTS to help it meet service requirements in expensive-to-serve areas
x.com/fcc/status/190…
x.com/cytoplasmicana…
The FCC looks to be throwing its weight behind upgrading networks
We know that AT&T believes it can use $ASTS to help it meet service requirements in expensive-to-serve areas
x.com/fcc/status/190…
x.com/cytoplasmicana…
⭐️Star Wars
If you want to be on the right side of defense spending, you want to be invested in $ASTS
x.com/spacanpanman/s…
"I feel like there's no way to ignore the fact that the next and the most important domain of warfare will be the space domain. ... So, you're going to see far more investment from this administration into that domain, both offensively and defensively ... because that's where we can continue to maintain an advantage," Hegseth said.
If you want to be on the right side of defense spending, you want to be invested in $ASTS
x.com/spacanpanman/s…
"I feel like there's no way to ignore the fact that the next and the most important domain of warfare will be the space domain. ... So, you're going to see far more investment from this administration into that domain, both offensively and defensively ... because that's where we can continue to maintain an advantage," Hegseth said.
🪖Military Wants Commercial Systems
Military is moving to scalable and efficient systems
Military is moving to scalable and efficient systems
https://x.com/catse___apex___/status/1902113800804786629?s=61
🚑FirstNet Agreement Reached. Wait, Reached?
Sometime there’s alpha in the markets but you almost cannot believe it so don’t act on it
x.com/RogerEntner/st…
x.com/spacanpanman/s…
x.com/cytoplasmicana…
x.com/spacanpanman/s…
Sometime there’s alpha in the markets but you almost cannot believe it so don’t act on it
x.com/RogerEntner/st…
x.com/spacanpanman/s…
x.com/cytoplasmicana…
x.com/spacanpanman/s…
👧More Stock Influencers Take Note
The tent is getting wider. Awareness matters. Antonion Linares has been in the middle of a lot of momo stocks. His recap nails the nice summary points; he understands this is a high moat business with a lot of upside.
x.com/alc2022/status…
x.com/rogerentner/st…
The tent is getting wider. Awareness matters. Antonion Linares has been in the middle of a lot of momo stocks. His recap nails the nice summary points; he understands this is a high moat business with a lot of upside.
x.com/alc2022/status…
x.com/rogerentner/st…
☝️Interest Picking Up
Who is checking out the website? Lots of people
Who is checking out the website? Lots of people
https://x.com/jusbar23/status/1902723002761974084?s=61
🫧The Center of the Next Bubble
DREAMS. $ASTS is the ultimate “dream a dream” stock.
DREAMS. $ASTS is the ultimate “dream a dream” stock.
https://x.com/thekookreport/status/1901687162162286745?s=61
🇩🇪Deutsche Bank Report
Came out a few weeks ago, but sharing it here
Came out a few weeks ago, but sharing it here
https://x.com/spacanpanman/status/1901622840626966592?s=61
✅Compensation, Well Deserved
It's important to understand compensation plans and the journey of an operator.
It's important to understand compensation plans and the journey of an operator.
https://x.com/spacanpanman/status/1902370252987473969
💩More FUD. FUD Runs Amok
Shorts use any opportunity to attack $ASTS. Why?
x.com/peterlindmark/…
x.com/kthanks24/stat…
Shorts use any opportunity to attack $ASTS. Why?
x.com/peterlindmark/…
x.com/kthanks24/stat…
🩳Short Interest Is High
Cost to borrow is extreme. People are demanding to short the stock and we don’t know if it’s a technical or if there is a new short thesis.
Cost to borrow is extreme. People are demanding to short the stock and we don’t know if it’s a technical or if there is a new short thesis.
https://x.com/astsmob/status/1902810105361600950?s=61
XOXO
Plan on 8 pm PST / 11 pm EST for Spaces although if I can, I'll try to do earlier.
Plan on 8 pm PST / 11 pm EST for Spaces although if I can, I'll try to do earlier.
https://x.com/age_mage/status/1901721749353332915?s=61
• • •
Missing some Tweet in this thread? You can try to
force a refresh
