$ASTS - Clear Street's new updated SpaceX valuation by segment: Connectivity: $1.2T SI: $2.3T Space: $111B AST SpaceMobile's Current EV: $16B We are still early!

$ASTS - I didn’t know AST SpaceMobile trades in the telco basket now…🤷‍♂️

$SPCX - Who bought more SpaceX today? I sure did...😎 SpaceX is trading at only a 23x P/E for CY28 growing EPS at 190% Y/Y. Crazy cheap if they can hit finanical targets!

$ASTS - Kinda crazy to see AST SpaceMobile trade under it's net asset value. Current EV is around $16B...🤯

$ASTS - I think we get launch date news for BB 14-16 on Falcon 9 any day now…👀

$SPCX - Raymond James reiterates $800 price target on SpaceX and maintains strong buy rating

$SPCX - JP Morgan raises SpaceX price target to $500 from $240 and maintains overweight rating

$SPCX - Never gets old….🤣🤣🤣

$SPCX - *SpaceX Sees $33B-$37B in 1Q 2027 Revenue Bloomberg consensus is only $23.43B Holy Crap! 😱

$ASTS / $SPCX - *Musk Sees 1,000x Bandwidth Demand in 3-5 Years From AI Agents And you're bearish AST SpaceMobile? Demand is going to be insane!

$SPCX - *Musk: SpaceX Will Attempt to Catch Both Booster & Ship in Flight 15

$SPCX - Third-Quarter Earnings: Big beat! 🚀

$RKLB / $IRDM - Iridium price target lowered to $52 from $54 at Clear Street Clear Street lowered the firm's price target on Iridium to $52 from $54 and keeps a Hold rating on the shares following the Q3 report. The reduced target reflects Iridium's capital structure after the Aireon consolidation rather than a change in the core business, the analyst tells investors in a research note. Clear continues to believe Rocket Lab's (RKLB) pending acquisition of Iridium makes strategic sense for both companies.

$ASTS - AST SpaceMobile launch schedule updated: Chris Forrester is the author of this article. He is a veteran British broadcasting, satellite communications, and media journalist, as well as an industry consultant. He is one of the most widely published trade correspondents covering the commercial space, satellite operator (GEO/LEO), and pay-TV sectors. I wonder if he talked with AST recently and put this out: 👀 AST’s BlueBird rockets #14, #15 and #16 should launch later in October. AST’s BlueBirds #17, #18 and #19 will ship to the launch site and launch later in November, on a Falcon 9. BlueBirds #20, #21 and #22 should ship from their Midland factory and launch by mid-December. BlueBirds #23 – #27 are said to be ready to ship by late-November and launch by year-end. The 2027 schedule suggests the following ambitions: BlueBirds #28, #29 and #30 should launch by mid-January BlueBirds #33, #34 and #35 could launch by early February BlueBirds #36 – #43 to launch by early March. BlueBirds #44, #45 and #46 to launch later in March, and hence wrap the ambition for 46 satellites in orbit by the end of Q1 2027. "The total target is to have 243 satellites in orbit by the end of 2028 and thus supply a true global service. 90 craft are needed on orbit to commence a global services, says AST." advanced-television.com/2026…

$RKLB / $IRDM - Iridium 3Q Revenues Beat! Rocket Lab deal still expected to close by mid-2027

$ASTS - Bluebird testing must be going well to be firing up Beta Service by year end....😎

$ASTS - AST SpaceMobile Advances Service Readiness Ahead of Initial Space-Based Cellular Broadband Coverage in Key Global Markets - Initial, intermittent coverage targeted before year-end 2026 in the United States, Canada, Japan, United Kingdom and Saudi Arabia - More than 60 gateways deployed, installed, or in planning worldwide, supporting a global ecosystem of over 60 mobile network operators representing over 3 billion subscribers - Spectrum strategy targets approximately 100 MHz of access in the United States, complemented by global spectrum capabilities:

$ASTS - Deutsche Bank believes AST SpaceMobile should be worth $160/share by 2030 but that is assuming only 20% growth y/y. Industry analysts project that the broader Direct-to-Device (D2D) and satellite mobile connectivity market will see compound annual growth rates (CAGR) between 22% and 30% over the next decade. Bloomberg consensus thinks AST revenue growth will be 2-3x the rate cited by Deutsche Bank Anyway you cut it, AST is dirt cheap here.

$ASTS - I expect a bunch of analyst upgrades for AST SpaceMobile in the coming days off the European Collab this morning… 😎

$ASTS - Even the AST SpaceMobile permabear has flipped and gotten bullish now… Peter now sees the strategic value on working WITH global MNO’s rather than against them. 😎