$ASTS $META : 🚨Everyone saw the Meta executive visit to $ASTS last month. Stock popped 3%.

But, nobody has done the revenue math on WHY @Meta needs this partnership.

Here it is. 🧵 The visit is confirmed. ASTS VP Luiz Abud on LinkedIn: "It was a pleasure to host you and the Meta team and I look forward to the collaboration."

Not "Vinod." THE META TEAM. Multiple people. And "collaboration" -- present tense, active.

ASTS's own 2025 annual review listed: "Collaboration with META to ensure optimisation with D2D."

Both sides confirmed. This isn't speculation. It's in progress.

$ASTS just quietly completed one of the hardest things a hardware company can do.

They built their own custom ASIC chip. From scratch. And it's about to go into production satellites.

Here's why this is a bigger deal than the market realizes. 🧵 What is an ASIC.. Simple version for non-engineers..

Think of it like this:
A regular chip (FPGA) is like a Swiss Army knife. It can do many things, but none of them perfectly.
An ASIC is like a custom-forged Japanese chef's knife. It does ONE thing -- but it does it better than anything else on earth.
AST SpaceMobile just built their own chef's knife. It's called the AST5000.