$POSC since $0.55 Holding to $10 $ASTS since $21.25 Holding to $500 $KRKNF since $5.35 $MRLN since $6.03 Holding to $50

North America
Joined December 2024
🛫Tony 🅰️pps 🦑 retweeted
$ASTS - Elon says it will take 2-3 years to fully build out its Starlink Mobile U.S. carrier network. So maybe 2029 or 2030?? AST SpaceMobile will have full global coverage by then…👀
Will take 2 or 3 years
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🛫Tony 🅰️pps 🦑 retweeted
📊 $ASTS / BB 14, 15 & 16: Why there is NO delay at Cape Canaveral 🚀 For everyone wondering about the SpaceX launch timing, let's look at the confirmed arrival dates at the launch site vs. actual launch dates: 🔹 BlueWalker 3: Arrived Aug 9, 2022 ➔ Launch Sept 10 (32 days) 🔹 BlueBirds 1-5: Arrived Aug 8, 2024 ➔ Launch Sept 12 (35 days) 🔹 BlueBirds 8-10: Arrived May 20, 2026 ➔ Launch June 17 (28 days) 🔹 BlueBirds 11-13: Arrived July 10, 2026 ➔ Launch Aug 5 (26 days) 📦 BlueBirds 14-16 (Current): Confirmed arrival on October 10, 2026 ⏱️ Days elapsed on site: Only 16 days! 💡 Ground integration for recent Block 2 batches usually takes between 26 and 28 days. Everything is moving along at a completely normal pace. With launch announcements typically coming 7 to 10 days prior, we should normally expect a target launch date to be announced this week! 📡🛰️ #ASTSpaceMobile #SpaceX #ASTS
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🛫Tony 🅰️pps 🦑 retweeted
$ASTS: 🧩SpaceX spent $22B on Echostar's global S-Band spectrum. Based on SpaceX's stock price performance, that transaction is now valued at $48B. Today AST SpaceMobile received an allocation of 15+15MHz of S-Band spectrum from Brazil's regulator Anatel in exchange for a commitment to invest in and deploy its direct-to-device satellite broadband service across the country. AST is expected to pick up more S- and L-Band spectrum licenses globally as regulators look to foster sovereign solutions deployed through local MNO partners. Stay Focused™️
AST SpaceMobile Advances Brazil Expansion with Anatel’s Approval for S-band Spectrum and Secondary Use of the 700 MHz Band, Agreements with Four Regional Operators and Planned Ground Infrastructure businesswire.com/news/home/2…
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$ASTS just added a serious path into Brazil. 🇧🇷 Brisanet, Unifique and Iez! signed a commercial agreement to bring AST SpaceMobile’s direct-to-phone broadband to the country. The carriers plan to provide 700 MHz spectrum and invest in the ground connections. Three carriers putting spectrum and infrastructure behind the plan is a meaningful step. Final terms and regulatory approvals are still pending, but this is the kind of partner commitment that could turn AST’s satellite network into a global service. Bullish on the buildout. 🛰️
AST SpaceMobile Advances Brazil Expansion with Anatel’s Approval for S-band Spectrum and Secondary Use of the 700 MHz Band, Agreements with Four Regional Operators and Planned Ground Infrastructure businesswire.com/news/home/2…
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🛫Tony 🅰️pps 🦑 retweeted
AST SPACEMOBILE BUILDING 4 GATEWAYS IN BRAZIL This shows the scale of what they think the demand will in the country. There are 260m subscribers in the country and even at an ARPU of $1 it likely represents a revenue opportunity of over $1bn for AST. $ASTS
AST SpaceMobile Advances Brazil Expansion with Anatel’s Approval for S-band Spectrum and Secondary Use of the 700 MHz Band, Agreements with Four Regional Operators and Planned Ground Infrastructure businesswire.com/news/home/2…
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🛫Tony 🅰️pps 🦑 retweeted
🚨 @AST_SpaceMobile $ASTS sheds light a new high speed service that could increase their TAM by > $50Billion by 2030! 🚨 This isn't hyperbole - in a recent FCC filing, ASTS quietly revealed they will be using Eband or high frequency / high speed spectrum in their service offerings. This capability was previously unknown. The use cases open up a new highly profitable vertical that hasn't been factored into any of the analysts valuation models *a re-rating is definitely in the cards. Use cases: Aviation - in flight connectivity Maritime satcom Military and government satcom First responder / public safety satcom High speed hot spots *and who knows - maybe even fixed wireless These aren't small markets! @DeutscheBank @BankofAmerica @ROTHCapital @UBS @ClearStreetLLC @scotiabank Time to get back to work! For the technical details and FCC filing details see the excellent thread by @CatSE___ApeX___ xitter.cf/CatSE___ApeX___/status… @scottwisniews @AbelAvellan this is huge! - we know AST likes to keep a low profile, but this is something the street needs to know about. This explains the redesign delay prior to block 2 launches - I know @AST_SpaceMobile has an amazing product roadmap - you can give out hints without giving it all away.
🚨 $ASTS ASKS TO ADD 7.5/7.5 GHz of MSS mmWAWE TO EXISTING SYSTEM WORLDWIDE🚨 IN A FILING 2026-10-23 REGISTERED AFTER CLOSE AST EXPANDS THEIR SERVICE LINK OFFERING. 🐈‍⬛CATSE: “ PROB. USE IT TO ZAP THE HIGH DEMAND CELLS USING DISH ANTENNAS AND LEAVE LOW DEMAND TO L/S MAIN ARRAY.”
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🛫Tony 🅰️pps 🦑 retweeted
$ASTS Analyst Updates 👇 🟢 Clear Street: Buy $115 🟢 Roth: Buy $108 🟢 Deutsche Bank: Buy (↑ from Hold) $93 🟢 Berenberg: Buy $92 🟢 Scotiabank: Sector Outperform (↑ from Sector Perform) $55.70 🟡 Bank of America: Hold $80 🟡 B. Riley: Neutral (↓ from Buy) $65 🟡 Piper Sandler: Neutral (↓ from OW) $54 (from $98) 🟡 UBS: Neutral ~$78 Majority still constructive on the strategic setup, but the target range is wide. Avg PT ≈ $75 to 80 Bull case (Clear Street, Roth, DB, Berenberg, Scotiabank): SpaceX turning into a carrier pushes AT&T, Verizon & T-Mobile toward a neutral partner. Spectrum value supports a large part of the EV, next-gen SpaceX D2D still depends on Starship (~2028, unproven cadence). ASTS remains positioned ahead on commercial broadband timing. Bear/cautious case (Piper, B. Riley): Launch cadence and timeline delays (Falcon 9 dependency, New Glenn constraints) plus potential pricing/launch-access pressure from SpaceX.
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🛫Tony 🅰️pps 🦑 retweeted
What is known about the July 2026 procurement of 36 sats for $1.75B? $ASTS
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🛫Tony 🅰️pps 🦑 retweeted
$ASTS Wow! If I'm reading this right and it's correct, the SEC just gave ASTS the rights to compete with Starlink, reversing the competition for home broadband
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🛫Tony 🅰️pps 🦑 retweeted
For years, $ASTS bears argued SpaceX would invade AST's direct-to-cell market and crush it with scale. But what if the threat goes both ways? AST's latest FCC filing suggests it could challenge Starlink's CORE satellite broadband business. The hunter could become the hunted?
$ASTS after close filing! Ast will be able to go after starlinks main business! I did not see this coming the TAM here just got a lot bigger!
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🛫Tony 🅰️pps 🦑 retweeted
$ASTS Investors still don’t get how big the TAM is and it’s constantly getting bigger. AST is not just Direct-to-cell. It’s also government/defense, radar, IoT, PNT, AI edge computing, emergency response, data sovereignty. And wait until you find out that they hand the only realistic solution for data centers in space (patented).
A MAJOR TURNING POINT AWAITS $ASTS NEXT WEEK: Following Friday’s market close, an SEC filing has fundamentally altered the landscape for $ASTS. Previously, the market viewed AST SpaceMobile merely as a backup solution for mobile communication "dead zones." However, a regulatory breakthrough regarding compliance with E-band service rules has opened an entirely new chapter. By successfully unlocking E-band spectrum, $ASTS is now positioned to challenge Starlink’s core monopoly in the residential broadband sector. No longer limited to sending emergency text messages, the total addressable market (TAM) for $ASTS is expanding rapidly and significantly, moving directly into the realms of fixed wireless access and high-throughput data transmission. Let’s look at the technical core: the filing explicitly states that these E-band frequencies can communicate directly with ultra-compact, consumer-grade antennas. In other words, $ASTS can provide high-speed home internet access and enterprise-grade backhaul services without the need for massive, expensive satellite dishes. Previously, Starlink (under SpaceX) held a near-total monopoly on rural broadband and maritime internet through its proprietary ground terminals. Now, by integrating E-band capabilities into its large-scale phased-array antenna systems, $ASTS can transmit massive amounts of data to compact, affordable consumer hardware. As for its financial position, a restructuring of convertible debt in the second quarter has secured $2.2 billion in cash reserves for ASTS. This means the company can fund the development of its E-band technology without diluting existing shareholders. More importantly, while Starlink’s business model aims to build an independent consumer network that bypasses existing telecom operators—effectively positioning Elon Musk as a competitor to major telcos—ASTS has adopted a completely different strategy. They can offer this ultra-high-speed E-band capability directly to carriers like AT&T, Verizon, and Vodafone, leveraging these giants' massive, established customer bases to drive commercial monetization. With $ASTS currently trading near $40, I believe this represents a highly attractive entry point. I plan to accumulate shares in stages. Please like, follow, and share—help more people see this!
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🛫Tony 🅰️pps 🦑 retweeted
$ASTS While Elmo dreams of one day having a Constellation that provides ubiquitous 5G, Ast Spacemobile is quietly capturing the market, passing Regulatory requirements, Engineering laser and RF links for ground based communications in multiple markets.
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🛫Tony 🅰️pps 🦑 retweeted
$ASTS 🛰️ This filing deserves more attention! 🐂🔥 AST is seeking approval for additional spectrum, with plans describing compact consumer and business terminals, mobile equipment, and higher-speed connections. That opens up some interesting possibilities: home internet, connectivity on the move, and backup broadband for businesses. If AST can make the economics work, those services could bring in additional recurring revenue alongside its phone business and help spread the cost of its satellite network across more customers. There’s still work to do. Approval is pending, and we haven’t seen pricing, speeds or a rollout plan. But as an investor, this gets my attention. Connecting phones is already a massive opportunity. Adding other broadband services could make the business much bigger. 👀🌎
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🛫Tony 🅰️pps 🦑 retweeted
🚀 $ASTS $ASTS could be a major space-tech growth story. 60+ mobile operator partners. 3B+ subscribers represented. Initial service targeted by year-end 2026. 📡 I'm hunting for the next 5×–10× stocks before the crowd. Follow @Prime__Capital
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🛫Tony 🅰️pps 🦑 retweeted
$ASTS is currently trading 50% below its 200-day moving average. The last 3 times this happened, the stock surged over 100% within 1–2 months. You know what this means…
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The facts are, with or without @blueorigin we don’t have the satellites ready! It’s not like we’re sitting on 12 done satellites. We literally have 3 done and they ship, the bottleneck is with manufacturing not launch yet…. Few people don’t understand this….Manufacturing is ramping up and that’s all that matters right now! $ASTS LAUNCH WILL BE THERE! WE NEED TO CONTINUE TO MAKE TEG BLUEBIRDS TO FILL THE ROCKETS 🚀
$ASTS Time to play OFFENSE. 🏈🚀 Blue Origin’s access tower is fully reassembled. A major step toward getting New Glenn flying again and restoring a launch option capable of carrying up to 8 BlueBirds per mission! Keep building. Get them flying. It’s time turn progress into meaningful revenue!💰🔥🛰️
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🛫Tony 🅰️pps 🦑 retweeted
$ASTS: Great article by @BlackScholesMan and worth a read this weekend.
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🛫Tony 🅰️pps 🦑 retweeted
$ASTS Blue is back.
Module 9 done. Standing tall again at LC-36! The Vehicle Access Tower is fully assembled, with every module repaired and back in place. This was a monumental effort. Proud of Team Blue.
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🛫Tony 🅰️pps 🦑 retweeted
$ASTS 🚨🇺🇸 A $15 BILLION MARKET CAP! LET THAT SINK IN! 🛰️ Deutsche Bank recently valued AST’s Ligado spectrum rights alone at $19 BILLION! MORE than the company’s ENTIRE current market cap! And that’s just ONE piece of the empire being built! 🛰️ Revolutionary Broadband satellite technology 🔒 Powerful 3900 patent portfolio & competitive MOAT 🌎 Over 70 Global partnerships reaching BILLIONS 🇺🇸 FirstNet & massive defense opportunities 🚀 Expanding BlueBird constellation 💰 J-LEO & enormous recurring revenue potential $133 A SHARE? I BELIEVE WE’RE GOING BACK AND THAT’S JUST THE BEGINNING! I’m looking far beyond previous highs. $100B, $250B, and potentially even a $1 TRILLION company if AST executes on its global vision! The technology. The patents. The spectrum. The partnerships. The MOAT. We’re witnessing the foundation of what could become one of the most valuable telecommunications infrastructures on Earth! AT $15 BILLION, I SEE A GENERATIONAL OPPORTUNITY HIDING IN PLAIN SIGHT! The market sees uncertainty. I SEE THE FUTURE! KNOW WHAT YOU OWN! THE BEST IS YET TO COME! 🛰️🚀🇺🇸
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$ASTS just added a serious path into Brazil. 🇧🇷 Brisanet, Unifique and Iez! signed a commercial agreement to bring AST SpaceMobile’s direct-to-phone broadband to the country. The carriers plan to provide 700 MHz spectrum and invest in the ground connections. Three carriers putting spectrum and infrastructure behind the plan is a meaningful step. Final terms and regulatory approvals are still pending, but this is the kind of partner commitment that could turn AST’s satellite network into a global service. Bullish on the buildout. 🛰️
$ASTS: Starlink building out terrestrial network, Rakuten visit, Brasil progress Today @ 9:25AM xitter.cf/i/spaces/1wGWjlNQaPWKQ

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