🚨🚨 $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 🤯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

x.com/dbkopp/status/…

x.com/stocktalkweekl…

x.com/ASTSHodlerClub…

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Shorts pile in and no one knows why. That, and more, on this week's Weekly 🇸🇬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…

x.com/AST_SpaceMobil…

🚨🚨 $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… 🤩Prime Time Forbes Article

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

x.com/Forbes/status/…

x.com/CatSE___ApeX__…

🚨🚨 $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 🚀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…

🚨🚨 $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... 🎌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.

x.com/AST_SpaceMobil…

x.com/RakutenGroup/s…

x.com/Light_Reading/…

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

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

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

x.com/ISROSpacefligh…

x.com/CatSE___ApeX__…

🚨🚨 $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... 👶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…

🚨🚨 $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... 🤗SpaceMobile Cares

The Company respects its shareholders

https://x.com/scottwisniews/status/1905084078761623576

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

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…

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

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

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

https://x.com/spacanpanman/status/1898946332905083346

🚨🚨 $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 🕺MWC Update

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

https://x.com/spacanpanman/status/1898132909464183149

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

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

A lot.

https://x.com/tottaway22/status/1895320592557203888

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Policy lock in, more FCC ground work, and a large slate of catalysts. That and more, on the Weekly 💋ASTS Is Hot Again (until Friday)

More attention. Does this stuff matter? Yes, in the sense if someone new is looking at it, the more surrounding validation that ASTS is a real company helps lower the threshold for people digging into the story. Then they will 🅰️themselves.

https://x.com/ast_spacemobile/status/1891857921673216127?s=61

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

T-Mobile blows its Super Bowl ad on $ASTS, FCC approvals, Anduril CEO is an investor, and more… 🤯T-Mobile Advertises…$ASTS?

Wait, what the? Who had this on their bingo card? A T-Mobile advertisement for Starlink causes $ASTS to nearly double? Lol. Stocks are crazy. What's even funnier is that it flushed out that one of the great tech titans revealed he owned $ASTS. We are not alone.

x.com/elonmusk/statu…

x.com/PalmerLuckey/s…

x.com/PCMag/status/1…

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Everything, all at once. That, and more priceless insights in the Weekly… 🌋BREAKOUT!

I FELT IT LAST WEEK. And Boom, everything all at once.

https://x.com/Reformed_Trader/status/1887623297623318716

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

ASTS announces its US FCC approvals to begin testing. Everything is coming together.

https://x.com/ATT/status/1885391128028950718

⚙️Block 1 Works

Video call. Fully transparent, no photo shop. End of story

https://x.com/ast_spacemobile/status/1884724724837519538?s=46

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Trump's Boy Brendan Carr gives ASTS the go-ahead, convertible bond successfully placed, a cleaned-up balance sheet and more in the Weekly 🏁ASTS Gets a Brendan Carr Approval

The Trump administration approved $ASTS testing on AT&T spectrum on the 3rd full day of its administration. The path for commercial operations starts now.

apps.fcc.gov/oetcf/els/repo…

🚨 $ASTS WEEK IN REVIEW🚨🚨

Blue Origin makes orbit on the first try, Starship faces on its seventh. ASTS has a flurry of FCC paperwork as ISRO seems to be gearing up for more business. That and more on The Weekly... 🤖Getting Up to Speed?

Listen to your favorite Fanboi's or get the real things on our Weekly Spaces

https://x.com/jusbar23/status/1881317331261170142

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

A transformational Ligado deal, Los Angeles in crisis, an FCC permit, and a lighting a very large BONG... 💎Arbitrage

One man's expensive to deploy spectrum is another man's gold.

https://x.com/mc_khristina/status/1877441098865348979

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

UK and Turkey STAs received, Fidelity loads up, ISRO potentially early launch, New Glenn launch date and more… 🚀 $ASTS Weekly Highlights 🚀

🌐 Major Updates:

UK & Turkey STAs received with spectrum consents.

Fidelity increases holdings, signaling confidence.

Launch News: Reports from India suggest an earlier Bluebird 2 launch by ISRO, and New Glenn mission upcoming.

📊 Key Insights:

Production pace hinted at 17 satellites in progress.

Competitive moat fortified: IP, regulatory, and commercial advantages.

🌍 Global Moves:

Australia’s $1.1B rural connectivity plan includes LEO trials.

Starlink Gen 3 satellites promise gigabit speeds, raising stakes.

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Blue Origin hot fires successfully (despite earlier market rumors), some year in reviews, STA updates, and much more... AST SpaceMobile’s Transformational Year:
ASTS has undergone a significant evolution over the past year, transforming from a company grappling with technical and financial uncertainty to one with strong partnerships (Google, Verizon, AT&T), validated FCC approvals, government deals, and an emerging satellite technology platform. Block 1 deployment has shown real progress, and ASTS is now positioned as a potential leader in the direct-to-device satellite market. Challenges remain in scaling, securing additional funding, and achieving full regulatory approval.

Competitive Landscape: ASTS vs. Starlink:
Expert interviews highlight AST SpaceMobile’s unique approach with high-capacity satellites and large antennas, enabling superior speeds (20–100 Mbps). In contrast, Starlink leverages its rapid satellite deployment and spectrum agreements with T-Mobile to offer near-term services but with limited capacity and slower speeds (1–2 Mbps). Both companies face regulatory, technical, and financial hurdles as they race to capture growing demand in satellite-based IoT and connectivity markets.

Market Dynamics and Catalysts:
Key upcoming catalysts include potential BAML analyst coverage, further FCC spectrum decisions, and advancements in ASTS’s satellite deployments. Spectrum reuse and beamforming technologies remain critical to ASTS’s ability to scale and compete effectively. Meanwhile, broader telco market changes, like Verizon selling 6,300 towers and AT&T phasing out copper networks, underscore the push toward capital-efficient infrastructure and advanced wireless technologies.

Regulatory and Legal Developments:
Viasat has filed complaints against Starlink’s spectrum use, emphasizing interference and procedural concerns. This adds complexity to the regulatory landscape as ASTS and others vie for approval. ASTS’s ability to navigate these challenges will be pivotal for its success.

Investor Sentiment and Financial Developments:
Tax-loss selling and prior high trading volumes at levels above $25 suggest a reset in investor expectations, creating opportunities for a fresh start in 2025. ASTS’s recent shareholder decisions and redemptions also provide clarity on its financial position going into the new year.
Industry Highlights:

Telco Evolution: AT&T’s $6B annual maintenance cost for copper networks highlights the operational burdens of legacy infrastructure. Phasing out copper could unlock billions in recoverable resources.
Blue Origin and SpaceX Updates: Excitement continues in the space industry, with milestones such as static fire tests for upcoming launches.

IoT Potential: The adoption of 5G spectrum for satellite communication opens new avenues for integrating satellite connectivity into cars, industrial sensors, and more.