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TheKOOKReport Profile picture
TheKOOKReport
@thekookreport
Know what you own™️ 🅰️. Nothing I write is financial advice and I will never DM you to invite you to a private chat group, ask for money, sell services, etc
May 19 • 16 tweets • 3 min read
As I sat in a board meeting all morning, I thought to myself, "What exactly would need to happen for $ASTS to go to $900 BY NEXT YEAR." After all, while I love the community, I'm here to generate returns for my family. Here is the answer when pushing the most expensive AI models to think through that question...Image Markets routinely look through 24–36 months once execution risk collapses — Tesla in late 2020, Nvidia mid‑2023, Palantir in late 2024 — and in each case the multiple on the visible year went silly because the market had stopped pricing the visible year.
May 11 • 10 tweets • 1 min read
Earnings Call Notes $ASTS

Messaging is getting more obvious now with the repeated references to "power on orbit." They are setting the stage here for AI. This also explains a lot of the Meta visits, etc. That's all you really need to hear re: US Government activities. This company is now protected.
May 10 • 13 tweets • 5 min read
#HardcoreDD $ASTS

If you were being charged $10 per month for D2C service and a WhatsApp call dropped within 3 minutes, navigation apps failed to load, and your battery drain doubled...would you feel upset? I would be... that's Starlink

Why is this happening? Image There are three things happening that make life hard for Starlink:

Massive, time-varying propagation delay (vs. microseconds on a terrestrial tower).

Severe Doppler shift that changes continuously as the satellite passes overhead.

Extreme handover frequency — a "cell" is moving at orbital velocity, so even a stationary phone sees a new serving satellite every couple of minutes.
Oct 25, 2025 • 23 tweets • 9 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

ISRO a go-go. A billion dollar bond. What else? That, and more, on this week's Weekly… Image 🎯Convertible Bondmaggedon

F- your calls. $ASTS wants to make sure it has six in the chamber.

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Oct 4, 2025 • 30 tweets • 13 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

There are just a few minor items to report this week: the start of scaled operational production of the largest phased arrays known to man that will transform our understanding of 5G technology. That, and more, on this week's Weekly… Image 🐦‍⬛BIRD ATTACK

Well, there's the whole "operational execution" risk getting thrown into the dustbin of "things we used to fret about."

Image
Sep 7, 2025 • 15 tweets • 10 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

OMG, we're so close to winning! Based on that, let's all…..panic? That, and more, on this week's Weekly… Image 🥳Counting Down with AT&T

@ATT is there with us, each step of the day. For the love of god, if you own $ASTS, please churn off your T-Mobile account and sign up with @ATT. Support our partners. Buy What You Own!

x.com/ATT/status/196…

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Jun 29, 2025 • 23 tweets • 9 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

$ASTS cleans up its balance sheet, loads cash, get Ligado, proves itself to the entirety of the US Armed forces. That, and more, on this week's Weekly... Image 📣ASTS On The Tape

Getting more and more attention

Jun 21, 2025 • 24 tweets • 8 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

ASTS continues to the stock that rewards its believers, destroys its naysayers, and confuses traders endlessly. That, and more, on this week's Weekly Image 🍻What A Week?

Two bruh's chat about things. I joined briefly, but then I could not get phone reception. You cannot make it up.

Jun 16, 2025 • 20 tweets • 8 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

ASIC, Ligado...Holiday Inn. $ASTS keeps its pace of development absolutely torrid. That, and more, on this week's Weekly Image 🐿️ASIC Done

There was concern they would not get this done or it would not work

Jun 8, 2025 • 21 tweets • 9 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Musk saw the Abel<>Bezos picture and did everything possible to steal back the spotlight! That, and more, on this week's Weekly Image 🤯Does Anyone Remember How the Week Started?

Wow Musk knows how to steal the show…for christ sake. Musk will do anything to drown out the $ASTS news cycle

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x.com/ASTSHodlerClub… Image
Jun 1, 2025 • 18 tweets • 7 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Shorts pile in and no one knows why. That, and more, on this week's Weekly Image 🇸🇬ASTS Gets First Non-US Defense Deal

First of many…

AST SpaceMobile agreed a deal to provide Singapore’s Defence Science and Technology Agency (DSTA) with satellite-based emergency services in remote areas as the satellite player builds out its constellation of low Earth orbit (LEO) birds.

mobileworldlive.com/ast-spacemobil…

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May 25, 2025 • 20 tweets • 6 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

ASTS preps its public face as its heads to Washington, FM-2 readies for a SpaceX launch and more, on this week's Weekly… Image 🤩Prime Time Forbes Article

Was this one of Forbes' most successful articles ever? Some say…

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May 11, 2025 • 14 tweets • 5 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Cardinals select a new supreme constellation, FCC filings give us a lot of potential upside surprises, and more on this week's Weekly Image 🚀Launch Update

The launch guidance tightens up from H2 2025 - 1H 2026.

The story is now for cash flow ramp expectations. The April–May 2025 FCC/NTIA volley shows AST SpaceMobile has cleared the two riskiest technical hurdles—orbital-debris compliance and 36 GHz passive-sensor protection—while quietly quadrupling its target constellation. In short, “36 GHz passive-sensor protection” refers to proving that AST’s Q/V-band feeder links will not wash out sensitive climate-monitoring instruments. The filings show AST achieves this with comfortable technical margin, eliminating a major regulatory uncertainty without sacrificing link budget or launch schedule.

x.com/tottaway22/sta…Image
Image
Apr 27, 2025 • 28 tweets • 11 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

FCC Chair Carr and Senator Ted Cruz drop by to congratulate Abel, Golden Dome kicks off, 5G Fund expectations rise, ISRO Launch soon, and much more on this week's Weekly... Image 🎌Rakuten Meeting

CEO Hiroshi Mikitani told a briefing Wednesday that Rakuten would provide voice, video, text and "other" services when it starts in the fourth quarter of 2026.

While Japan has dense mobile coverage in built-up areas, its difficult terrain and numerous offshore islands mean most carriers cover only about 70% of the total territory.

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Apr 20, 2025 • 29 tweets • 13 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

FM-1 progress coming soon, Golden Dome heating up, and much more on this week's Weekly... Image 🚀ISRO Firming Up

There is one launch ahead of us and then it's go time

x.com/ISROSpacefligh…

x.com/CatSE___ApeX__…
Apr 6, 2025 • 22 tweets • 10 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

The world is over, but $ASTS continues to be in control of its destiny with nuanced details in regulatory filings showing that a large base of government revenue appears to be cooking. That, and more, on this week's Weekly... Image 👶Beta Boys

Beta is back. Wholesale liquidations of the market is always super fun, but it gives you a second chance. A great stock won't ever go back or rewind itself unless a) the market pukes or b) something bad happens.

Analogues:

October 1987 saw an enormous single‑day collapse (“Black Monday”). One month later, the market was roughly flat to slightly down (depending on the exact start/end points). November 2008 saw a vigorous +18 % rebound in the month after the local low, even though the global financial crisis continued well into 2009. March 2020 bottomed on March 23; the rebound one month later was approximately +25 %, reflecting the swift policy response and rapid market snapback.

x.com/Geiger_Capital…
Mar 30, 2025 • 35 tweets • 19 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Son, are we winning? Apparently, but last week it didn't feel like it. Ligado got signed, the future is bright but macro and FUD separate the men from the boys...that, and more on this week's Weekly... Image 🤗SpaceMobile Cares

The Company respects its shareholders

Mar 23, 2025 • 27 tweets • 13 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Block 2 gears up, FUDsters freak out as ASTS once against prepared to strike, and much more... Image 🪷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

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Mar 16, 2025 • 27 tweets • 9 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Verizon gets excited, government work heats up, and the market is busy getting clobbered Image 🚵Progress Vs. Price

It's astounding to see how much the Company has accomplished since August.

Mar 9, 2025 • 50 tweets • 21 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

ASTS accomplished more this quarter than any Company I can remember. As their unofficial chronicler, I'm in shock at their pace of play...read on, friends Image 🕺MWC Update

$ASTS was center stage. Here is a video of Scott. Initial service in 2025 and full service in 2026.

Mar 3, 2025 • 47 tweets • 19 min read
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Partner calls, SDA contract, global support for $ASTS and much more... Image 🎅What Have You Done For Me Lately?

A lot.