You landed here because you wanna know what this whole Sp🅰️ceMob thing is about
Well, there's no TL/DR for $ASTS
you are just going to have to read this exhaustive report for better coverage than any analyst
And at the end
You too will probably join the 🅰️ team
As new investors discover $ASTS, it is time to welcome them into the fold and share the complete collection of
#hardcoreDD
. Spread it far and wide. "This the DD"
Go to the link to download the full document
Barclays reiterated their twelve month $ASTS $15 price target.
Notably and in the small print, they upgraded their "upside" PT to $50 (from $38)
Let's go with that one please
$4.63 --> $50
For anyone who might be criticizing the $ASTS SpaceMob for being so amped while still being down about 50% from deSPAC...
It's because we know that the tide has finally changed
And it's time for
🔴 Bienvenidos al futuro: la primera y única red de banda ancha móvil por satélite.
Desde Vodafone y
@AST_SpaceMobile
estamos listos para probar los servicios voz y datos directamente desde el espacio e impulsar la conectividad por satélite en zonas rurales, remotas y marítimas
Please excuse us if we come off as obnoxious or cultish today or over the next decade
It is difficult to contain our passion to those making passing judgements on the technology we've spent countless hours researching and that we KNOW will radically change the world
#Spacemob
My $ASTS earnings summary:
Funding overhang gone for a while
Block 1 Q1 launch still on track - commercial service as soon as 3 months after
Government use for Block 1
Reiterated multiple times that the FCC won't slow down their commercial service timelines
$ASTS may be further along than they let on...
Our man
@ColRetLSpencer
, who works specifically on the DoD side of AT&T, says "Everything up and running __AT SCALE__" in response to a Navy SATCOM expert who posted on LinkedIn about commercial 5G satellite tech
h/t
@koentraoS
$ASTS been sandbagging on their production development
Releasing this video is saying that they are far enough along that they don't care to hide their progress anymore
IMHO, you hide your progress when you have a huge lead
Or are working with the military
AT&T head of towers says, "If the tests using the first six satellites enable us to gain full confidence in the network, then we’ll say let’s launch the rest of the constellation”
👀 "LET'S" 👀 as in, we just bought 5, let's buy 40 more
$ASTS
To all the impatient $ASTS investors who keep pestering the company about launch date in replies,
maybe, just maybe...
They want to keep that $100 million convoy from Texas to Florida of state-of-the-art military technology a secret?
@AST_SpaceMobile
Maybe, just maybe, orchestrating the world's most complex commercial agreement negotiations between 40+ telecoms simultaneously while navigating FCC bureaucracy and vendor supply issues takes a little time and causes some delays
1/n
We are the $ASTS SpaceMob.
Follow this handle if you are actively repping the🅰️ (Long term HODLer)
Daily whale options flow ($25K+) will be posted here as well.
Also, see below for links to DD threads from the mob (DM with thread link suggestions)
Deep inside
I really resent all you out there
who got to skip two years of pain,
and opportunity cost,
by waiting till now to invest in this revolutionary company
AND you get half the cost basis of mine
But all are welcome in The Mob,
I promise I won't be salty
$ASTS
Friendly reminder that a few weeks ago, the FCC undated its $9B rural 5G fund with a minimum of 7Mbps speed qualification, and 35 median
With 10mhz of spectrum and ASICs, we got that on lock
$ASTS
Super cool
- 5G to space
- stock smartphone
- 14 Mbps download
>> First Ever 5G To Space: 14 Mbps Between Smartphone and Satellite Equals Competition For Starlink
$ASTS
"That is a really powerful message to governments...
you want to support a space-scaler, become a customer of a space-scaler...
and who's putting their money where their mouth is?
...Is that classified information?"
🥱🫢🙂😏😉😘🫢🤫😎
$ASTS: Abel speaks on another panel at FII Saudi Arabia. Interestingly states that they'll be announcing some very interesting "newcomers" as investors soon. You can check it out at minute 9.
For anyone who might be criticizing the $ASTS SpaceMob for being so amped while still being down about 50% from deSPAC...
It's because we know that the tide has finally changed
And it's time for
Breaking news: Another world-first achievement for
#ASTSpaceMobile
! Using
@ATT
cellular spectrum, we connected everyday smartphones to our BlueWalker 3 test satellite and recorded 4G LTE download speeds of >10 Mbps. Read more about this historic feat here:
$ASTS SpaceMobile will bring at least 1/4 of global population $1-10 per month 5G
to ordinary unmodified cell phones
On mountain tops, in the desert, on cruise ships
AT&T, Vodafone, and Rakuten are hyped Transhumanica has the best research report
Informative paper that you should definitely DL and read, but...
Fundamental difference in payload architecture between the top two is glaring omission
And Starlink V2 direct-to-cellphone will not do "broadband" like $ASTS, and even their SMS will NOT be operational in 2024
1/
My Twitter/Xverse 🫣 has been waiting for this
@ForbesTech
contrib of my tour of
@AST_SpaceMobile
& here it is - thanks to
@ATT
for helping make it happen as the first media/ analyst pro to be granted access to the
#LEO
#SatCom
company's inner sanctum
Democratizing access to knowledge and information together with the wireless industry leaders to meaningfully impact billions of lives! Building the first and only space-based cellular broadband network.
#5G
📶🌐
@AST_SpaceMobile
@AbelAvellan
$ASTS. As I have said, there will be plenty of clues of the relationship with
@FirstNetGov
. This is the first confirmation I have seen of testing using High Powered User Equipment (HPUE). I suspect we will get more details eventually. Keep your 👀on the🏆!
If you are looking for the best asymmetric risk/reward investment on the market, read this: , then park some $ASTS in a Roth IRA
***WARNING*** This DD comes with a sever risk of joining the
#SpaceMob
, of more rabbit-hole DD, and generally becoming obsessed
$ASTS
Imagine a windfall investment leading to a production rate fast-forward
In the scope of technological change - this technology could "turn on" relatively overnight for 2.8 billion people
For U.S. emergency services, agencies, and the military, the stakes couldn't be higher for having broadband connectivity in rural or remote regions.
See how AST SpaceMobile aims to close crucial connectivity gaps for Americans who put their lives on the line. 👇▶️📶
#5G
Proud to represent exclusively our partner
@AST_SpaceMobile
at
@nokia
booth in
#LEAP24
in Kingdom of Saudi Arabia. Mobile connectivity from space directly to normal smartphone.
#4G
#5G
@AbelAvellan
Subtext: "I'm not so worried about testing results for BW3 - I'm focused on how to make a ton of really badass Bluebirds after test results show what I already know they will show"
$ASTS
2.5 Mbps on 5 MHz implies at least 28 Mbps down/ 5 Mbps up on the expected normal 10 MHz for commercial service
AND
That's if the future says weren't gonna use bigger arrays and more powerful ASICs
Which they are.
SPACEMOBILE WILL BE SEAMLESS CONNECTIVITY
That's the very-bullish-on-LEO-development FCC Space Bureau head Julie Kearney probably asking, "So how do we avoid another fiasco like when Elon played Military General with Starlink service to Ukraine"
---> $ASTS
$AMZN was initially just an online bookstore
$RTX started with just refrigeration
$LMT Just seaplanes
$GOOGL just internet search
$NVDA just gaming GPU's
$MMM just sandpaper
$ASTS will always be just a commercial satellite broadband company🙃
$ASTS
1 year removed from this banger by
@WillTownTech
and yet he's still the only journalist that really gets it
1) There is a MAJOR space race going on between a David and a Goliath
2) Goliath is taking cracks from David🤠
$ASTS
Interesting AH news about the FCC partial approval. As always, I don't pretend to know or understand anything about the regulatory world so I'll let the policy wonks battle out that debate. Here are my notes on positioning...
Sell the news
A first thought would be that
1/ $ASTS: Scotia Bank upgrades Price Target to $21.10 from $12.90. "Our $21.10/share estimate remains a conservative target subject to significant upside."
So, to recap, Investment by FN is coming - whether tomorrow, August 21st during the 2025 FN budget board meeting, or another future date – it is coming. The only unknowns are, when and how much.
As can be seen ASTs ACLR is 45 dB
At least 20.4 dB better than Starlink upgraded SWARM modems can deliver.
Just 5-6 db delta would be a devastating comparative advantage for SpaceMobile tech and constellation.
It affects area spectral efficiency.
This decides who MNOs choose.
$ASTS BW3 S-band transmitting advanced waveforms?
Probably nothing.
But as I said before:
Area Spectral Efficiency is key and more degrees of freedom = Higher SE.
@SemperCitiusSDA
Polarization spinning, like a cat.
1/n
Presumably Starlink reps have reached out to every MNO on Earth, gave them a full pitch of their tech, and this is who they could sign...
Meanwhile $ASTS showed off their tech and signed up 40+ representing
TWO BILLION SEVEN HUNDRED THIRTY-SIX MILLION subscribers
SpaceX also name-checked all the operators around the world it is planning to work with for its direct to cell services:
T-Mobile in the US
Optus in Australia
Rogers in Canada
One in New Zealand
KDDI in Japan
Salt in Switzerland
NEWS:
@SpaceX
has launched Starlink Mini roam in the U.S., which means you can buy Starlink Mini on its own & connect to highspeed internet anywhere with a dish the size of an iPad.
Info:
• $50 per month
• 50GB/mo of Mobile data with portable or in-motion use
• 50GB = 20+
If you are looking for the best asymmetric risk/reward investment on the market, go ask my AI bot any questions you have about the company or tech at
or read this
*WARNING* This DD comes with a sever risk of joining the
#SpaceMob
$ASTS Honestly, I just wish I am still going to be alive see the real success of this company. I might stop tweeting for a while and take a break. I have to focus on my health. Wish the
#SpaceMob
success and bless all of you who supported me along the way. ✌️🧑🏽🚀
$ASTS SpaceMob "pumping" as the stock price goes down is akin to Michael Burry "pumping" his short thesis as the real estate market kept going up in 2007.
One can be very correct, but just early.
AT&T starting to play down expectations: years & a dozen plus launches away from commercial service, no idea about business model (ie if it’s possible to charge extra), mostly texting & calling, and seamless handoff is a purely aspirational “best case…eventually”
$ASTS IS OBJECTIVELY THE BEST INVESTMENT IN THE WHOLE STOCK MARKET RIGHT NOW.
Testing Elon's new Twitter... If one of these types of notices don't pop up below this tweet, then you all know this statement is factual
Our
#Bluebird
satellites have taken off! This launch is about more than just technology—it’s about impact. The first of many, these satellites are set to bring high-speed connectivity to billions, empowering communities and lifting people out of poverty. The future of global
🚨HUGE!🚨
This is geographically continuous spectrum that very likely has a lot of "excess" capacity
This geographically continuous feature was one of the only advantages of Starlink's MSS spectrum
$ASTS
Just a reminder for those of you worried about AST's production capabilities and progress
The ONLY outsider to have gotten a look in person, doesn't seem worried and concludes at the end of the article
which you will read in its entirety
That $ASTS is in the lead in this race
$ASTS is not a normal start-up. It's an entire ✨industry project✨ backed by most telecom behemoths of which multiple have 100+ employees working on this. Billions of people will soon get a message on their phone with the
@AST_SpaceMobile
name on it.
$ASTS SpaceMob "pumping" as the stock price goes down is akin to Michael Burry "pumping" his short thesis as the real estate market kept going up in 2007.
One can be very correct, but just early.
(Second try, RöringKitti (
@CatSE___ApeX___
) made me re-do it, now incl. ATM)
UPDATE! Pretty insane how the prospects turned around completely in 2024. Me, someone who is very careful what I say, feel confident to say that the funding risk is largely been dealt with.
Don't get me wrong, Starlink is badass and revolutionary and has its purpose,
but this is hilarious...
I'm pretty sure this is actually an $ASTS SpaceMobile ad
Starlink is available on all 7 continents, in over 60 countries and many more markets, connecting 2M+ active customers and counting with high-speed internet!
Thank you to all of our customers around the world 🛰️🌎❤️ →
@SawyerMerritt
@SpaceX
$100B annually for Starlink.........
What does that imply for SpaceMobile?
ARK gonna be chasing the sheet out of $ASTS in the near future
Kevin is a wealth of knowledge and a voice of reason, but he is an apologist for short sellers that destroy lives with their FUD. If a company is a scam or poorly run, it won't need shorts to clean up the market - longs will give up
Pour one out for all the victims of $ASTS FUD
$ASTS
Why does the stock just keep slowly trending higher? Here's part of the reason:
Short interest keeps grinding lower, which almost necessarily means that those that are short are buying back shares on a daily basis. When you have someone buying ~300k shares a day, it slowly
Just a reminder that this thread, at about 20K views, is still wildly under-viewed - as it makes probably the MOST IMPORTANT point regarding $ASTS SpaceMobile's current position in this new space race.
And this was BEFORE 4G LTE speeds were announced
One thing to understand is how much of a huge industry disruption this is. I've read&watched many interviews about D2D and the whole sat-industry is pretending
@AST_SpaceMobile
doesn't exist. I know it wasn't a videocall yet, but I have no doubt we will hear about that soon: 🧵👇
2/ $ASTS: As we see institutional holdings get updated, it's interesting to note the limited overlap between $AMT and $ASTS. As
@thekookreport
and I discussed, we expect this to change drastically over time as tower investors learn about
@AST_SpaceMobile
and start buying shares.