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Does anyone else feel a little guilty because you've been following/ loving pretty much everything Elon does for decades... spaceX, Tesla, boring, neuralink... But you've YOLO'd everything you have into $ASTS because it's going to decimate starlink D2C?
Food prices in the UK: We are being absolutely fleeced by the supermarkets.
$ASTS (Max Pain $90 | Price $81.50) — Feb 20 expiry 🔥 Into Feb 20: coiled just under a massive max-pain magnet, trading about $8.50 below $90 with heavy call build-up stretching far higher. A push into the high‑$80s and through $90 could yank dealers into aggressive hedging and…
$ASTS (monthly) — Since the reversal in May 2024, this has been nothing but an uptrend where every dip could have been bought. Has it been easy? Hell no. Volatility has been relentless, but that's also granted a lot of extra opportunity for a lot of us. Let's see how volume…
$ASTS $VZ Verizon Investment Thesis 🧵(1/x) Rating: Buy Current Price: $49 2 year PT: ~$72 I. Executive Summary Verizon is at a genuine strategic inflection point. Under new CEO Dan Schulman (appointed October 2025), the company has initiated a comprehensive operational…
$ASTS Linked below is the Verizon Investment case. It is tangential to the AST thesis, expressed via LEAPs that provides massive, asymmetric leverage to play the same opportunity in D2D.
$ASTS $VZ Verizon Investment Thesis 🧵(1/x) Rating: Buy Current Price: $49 2 year PT: ~$72 I. Executive Summary Verizon is at a genuine strategic inflection point. Under new CEO Dan Schulman (appointed October 2025), the company has initiated a comprehensive operational…
VODAFONE VENTURES FILE 13F FOR THE FIRST TIME IN AST SPACEMOBILE Vodafone Ventures have filed a 13F for the first time in AST disclosing they own 5,471,743 Class A shares in AST. This is in addition to the 9,044,454 Class B shares they own, meaning they own in total 14,516,197…
$ASTS - Deutsche Bank estimates AST SpaceMobile will have 356 satellites in orbit by 2030 with yearly launches increasing from 45 in 2026-2027 to ~110 by 2030. The dual use case will see significant demand for multiple constellations by governments around the world on top of…
For $ASTS due diligence check out: Daily updates on AST x.com/spacanpanman/s… The Technical Oracle of AST x.com/CatSE___ApeX__… The Comprehensive Due Diligence x.com/thekookreport/… Market Overview Infographs x.com/redrum_2001/st… Infographs to get started to…
$ASTS - Launch Prediction Chart 🚀 What we know, based on company communication: ℹ️ "Four launches at least through Q1-26" - Scott Wisniewski ℹ️ Deployment plan to reach 45-60 satellites in orbit during 2025 and 2026 - Q2 2025 ℹ️ AST has communicated…
The next big catalyst for the space sector is SpaceX confidentially filing their S-1. We should be getting close $ASTS $RKLB $RDW $FLY $VOYG $LUNR $ASTI (not an exhaustive list)
$ASTS The company has now closed on the initial $1 billion. Green Shoe Deadline: The purchasers have until February 20, 2026, to decide if they want the extra $150 million. Net Proceeds: After fees, ASTS has received approximately $983.7 million from the initial closing.
$ASTS is entering the sell your kidney to add more territory. Not financial/medical advise
$ASTS TRILLION DOLLAR WHALE NORGES GOES LONG SPACE. The Central Bank of Norway, which owns almost 1.5% of every publicly listed company available and has over 2 Trillion in assets under management, has officially disclosed massive positions in Q4 in several space names. $RKLB…
WELLINGTON MANAGEMENT PURCHASE STARTER POSITION IN AST SPACEMOBILE 🚀 One of the largest asset management firms in the world with over $1 trillion of AUM has purchased a starter position in AST SpaceMobile. They've bought 768,443 shares during Q4 🔥 Q4 2025 - 768,443 $ASTS
A MEGA CATSE THREAD 🐈 Not going to even attempt to explain what he's covered, just check it out ⬇️ 🤣 $ASTS
$ASTS Lets go!!!!! Launch is imminent! 🦾🅰️🇺🇸🚀
You know it would be nice for some Batch Shipment news PR this week 👀 $ASTS
AST SPACEMOBILE AWARDED ANOTHER PATENT The patent is titled "on demand resource management satellite communication system and method". What does this mean? It relates to how satellites can dynamically manage power, bandwidth, and connection types to talk directly to phones…
$ASTS: Beautifully put and worth the read!
The end state of the AST Spacemobile service $ASTS is a non terrestrial network, mirrored as all MNOs set up their terrestrial networks (low band, midband, cband) that is dynamically allocated by AI at the basestation. Midband spectrum is both IMT (terrestrial spectrum) and MSS…
$ASTS - When folks question AST SpaceMobile being valued at $20B, $30B or $50B…. Deutsche Bank has been pretty bang on with their forecasts the last few years on AST. Now they think a $48B valuation is considered even “conservative” Current valuation: $31 Billion!
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