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@spacanpanman Avatar @spacanpanman Anp🅰️nman

AST SpaceMobile ($ASTS) has made significant strides lately, including a 10-year commercial agreement with Saudi Telecom to provide space-based cellular broadband connectivity. The company also announced partnerships with other major telecom companies, such as AT&T, Bell Canada, and América Móvil, to deliver direct-to-device satellite services. These developments have generated substantial interest and attention in the industry.

Engagements: XXXXXXX #

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Mentions: XXX #

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Followers: XXXXXX #

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CreatorRank: XXXXXX #

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Social Influence

Social category influence finance #2089 stocks #4353 countries XXXX% celebrities #3940 technology brands XXX% cryptocurrencies #3002 social networks XXXX% fashion brands XXXX% travel destinations XXXX% luxury brands XXXX%

Social topic influence $asts #1, $te #6, spacex #284, ai #2608, solar #84, $krknf #18, $pngv #6, future #636, t1 #51, business #2193

Top accounts mentioned or mentioned by @silberschmelzer @thekookreport @defiantclient2 @catse___apex___ @jacobkeeton20 @spacbobby @rklbman @corey407woc @catseapex @stratacritical @guywithumbrella @bernabebm01 @astspacemobile @spacex @bdeveran @mangan150 @arnelutsch @posanie @cer15sp @garyteplis

Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB) Globalstar, Inc. (GSAT) American Tower Corp (AMT) Iridium Communications Inc. (IRDM) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Frontline Ltd. (FRO) Grab Holdings Limited Class A Ordinary Shares (GRAB)

Top Social Posts

Top posts by engagements in the last XX hours

"$KRKNF $PNG.V: Industry observers speculate that Krakren Robotics powered Anduril Ghost Shark will be a beneficiary of Boeings Orca XLUUV and GARC USV program cancellations Navy Looks To Cancel Orca XLUUV And GARC USV Programs In Favor Of Others Memo Says - Defense Daily"
X Link 2025-11-25T18:58Z 36.5K followers, 9883 engagements

"$KRKNF $PNG.V:"
X Link 2025-11-26T20:12Z 36.5K followers, 24.6K engagements

"$KRKNF $PNG.V:"
X Link 2025-12-03T14:43Z 36.5K followers, 15.6K engagements

"$ASTS: FirstNet Deputy Executive Director and CTO Jeff Bratcher toured AST SpaceMobile production facilities along with personnel from AT&T Texas Dept of Public Safety Boulder County Colorado Sheriff's Office DHS Customs and Border Protection and First Responder Network Authority. These folks performed phone calls text messages and other broadband applications on "FirstNet from Space" via AST SpaceMobile satellites. "The AST SpaceMobile facilities are amazing and we are all very excited for what this technology and capability will bring in the future for public safety communications in areas"
X Link 2025-12-05T03:41Z 36.6K followers, 41.4K engagements

"$TE: T1 Energy provided a HUGE business update in today's 8K disclosure: T1 Energy recently signed a XXX GW fixed-margin offtake contract for 2026 module deliveries with XXX GW of total module sales contracted at fixed margins for G1_Dallas in 2026"
X Link 2025-12-05T14:23Z 36.6K followers, 27K engagements

"$TE: Fun Fact - did you know that $ASTS AST SpaceMobile takes commercial grade silicon-based solar modules and hardens them for use in space Historically space companies used extremely expensive Gallium Arsenide solar modules both for their higher efficiency (30-45%) and ability to handle harsh environments. However they're roughly 100-500x more expensive. AST SpaceMobile uses Silicon-based solar modules that are now 20-23% efficient up from 15-17% a few years ago. Leveraging Silicon drives down costs while also guarantees supply stability and time to market. T1 Energy is a US mfg of Silicon"
X Link 2025-12-07T19:00Z 36.6K followers, 21.9K engagements

"$ASTS: Recent events over weekend that will rerate shares higher X SpaceX insiders selling secondary shares at $800B which is 2x higher than prior sale in the fall implying $520B valuation for Starlink X Musk going to war with EU increases likelihood ASTS-Vodafone SatCo JV will get MSS allocation in 2027 X AI Data Centers becoming key focus - AST SpaceMobile is at the strategic nexus boasting the building blocks patents and production capacity to make it a reality KNOW WHAT YOU OWN"
X Link 2025-12-08T15:04Z 36.6K followers, 15.3K engagements

"$ASTS: AST SpaceMobile is building a power and networking platform in space that will enable applications such as: ✅5G Communications ✅Position-Navigation-Timing ✅Radar ✅Sensing ✅Electronic Warfare ✅AI Compute Stay Focused"
X Link 2025-12-10T15:09Z 36.6K followers, 22.3K engagements

"2/ $ASTS: Key excerpts from the interview Starlink's true intention of competing against MNOs comes out: Chamath: "Elon is your vision for this that instead of you know having an AT&T account and then roaming when you're in the UK or in India we could have one direct deal with Starlink It works all over the world eventually not today but at some point. Is that the end goal" Elon: "Yes" Chamath: "That basically we don't need a regional carrier. We have a global carrier and that would be you." Elon: "That would be one of the options. To be clear we're not going to put the other carriers out of"
X Link 2025-09-10T05:03Z 36.6K followers, 45.5K engagements

"$ASTS: Portfolio Manager yelling at Analyst for shorting AST SpaceMobile as it rips in their face ahead of multi-launch campaign rolling out of commercial service in 2026 and the market discovering that ASTS has all the building blocks to enable data centers in space"
X Link 2025-12-04T14:46Z 36.6K followers, 21.4K engagements

"$ASTS: Well that escalated quickly. Starlink vs. AST SpaceMobile valuation over time"
X Link 2025-12-05T20:30Z 36.6K followers, 51.9K engagements

"$ASTS: I believe AST SpaceMobile is going to get a multi-year FirstNet Definitive Commercial Agreement worth several hundred million $ in 2026 as the service goes live I also believe Verizon's Frontline first responder network will be added in 2026-2027"
X Link 2025-12-08T18:20Z 36.6K followers, 22.6K engagements

"$TE: T1 Energy's $TEWS $XXXXX strike warrants languished over the summer between 4-11c 👀. I added more but of course not enough as they were (and are) pretty risky given they expire 7/9/2026. I'm up roughly 4x on them however they're still trading cheaply. At the last trade of 84c the implied volatility on the warrant is XXXX% whereas TE's July 2026 $XX calls have an implied volatility of 125%. Using that same implied volatility the warrants should be trading closer to $XXXX per warrant. It would be nice for the stock to trade through the strike and these warrants eventually get redeemed"
X Link 2025-12-09T17:36Z 36.6K followers, 6695 engagements

"$ASTS: @AboveAvgOdds Crossroads Capital Investment Partners Q3 Letter to investors with an update on their investment in AST SpaceMobile: AST SpaceMobile (ASTS) We suspect youve heard enough from us about AST of late but we wanted to take a quick moment to note the company made significant strides in the quarter toward commercializing its space-based cellular broadband network. For those watching closely Q3 marked a clear transition from an R&D oriented business to one with a clear focus towards scaled deployment and commercialization. These advancements focused on manufacturing acceleration"
X Link 2025-12-09T18:50Z 36.6K followers, 31.9K engagements

"$ASTS: SpaceX planning to go public at a $1.5T valuation in 2H 2026 Starlink vs. AST SpaceMobile valuation over time: Starlink / ASTS Jun-23: $97.5B / $1.3B May-24: $130B / $1.8B Dec-24: $228B / $6.5B July-25: $260B / $15B Dec-25: $520B / $27B 2H 2026: $975B / ❔"
X Link 2025-12-09T21:08Z 36.6K followers, 41.9K engagements

"$ASTS: 🧩 But where were the signs"
X Link 2025-12-10T19:11Z 36.6K followers, 6615 engagements

"$GRAB JP Morgan initiation Overweight at $XXXXX Price Target from 12/3. PS - be aware how much stock is available to trade per the company's slide below"
X Link 2021-12-07T15:43Z 36.6K followers, XX engagements

"In the early days @thekookreport and I did our best to bring awareness to ASTS any way we could. Once we were introduced to some bigwig at the United Traders discord. We pitched him on ASTS for 20-30 mins like he was the Wizard of Oz and we were the Tin Man and Lion. XX mins into it I thought to myself "am I really doing this" lol"
X Link 2025-07-30T02:21Z 36.6K followers, 8120 engagements

"$ASTS: Kingdom of Saudi Arabia - Soon AST SpaceMobile has been working closely with Saudi Telecom Mobily (Etisalat) and Zain KSA to provide XXX% nationwide coverage for KSA. These MNOs account for XXXX% of the KSA's 52.5M wireless subscribers"
X Link 2025-10-09T12:36Z 36.6K followers, 17.4K engagements

"$ASTS: Saudi Telecom will also get preferential commercial terms for its other markets including: It also grants stc rights under preferential commercial terms in Kuwait Oman Yemen Bahrain Jordan Iraq Algeria Morocco and Egypt (upon availability) with these terms being equivalent to the best terms granted to any other telecom operator"
X Link 2025-10-29T13:15Z 36.6K followers, 7488 engagements

"1/ $ASTS: In January 2025 Saudi Telecom won a $8.7B government contract to build and operate telecommunications infrastructure services that will launch in Q4 of 2026. I believe AST SpaceMobile is a critical piece to this contract. Saudi Arabia's STC Group wins $XXX bln government contract By Reuters DUBAI Jan XX (Reuters) - Saudi Arabia's largest telecoms operator STC Group opens new tab on Tuesday said it won a contract worth XXXXX billion riyals ($8.70 billion) from a government entity to build operate and provide telecommunications infrastructure services. The contract has a duration of"
X Link 2025-10-30T13:27Z 36.6K followers, 9399 engagements

"$ASTS: Abel at AST SpaceMobile HQ this week announcing $XXX Billion Saudi Telecom definitive commercial agreement Happy Halloween SpcaM🎃b"
X Link 2025-10-31T20:31Z 36.6K followers, 31K engagements

"$ASTS: 🧩 Saudi Telecom and Telefnica both partners of AST SpaceMobile expand their partnership w/ agmt on satellite and teleport services + Stc signed a $1.8B 10-yr commercial agmt with AST + Stc owns XX% of Telefnica + AST has a MOU w/ Telefnica"
X Link 2025-11-02T14:23Z 36.6K followers, 28.2K engagements

"@bernabebm01 @AST_SpaceMobile Silence They just announced Saudi Telecom massive deal last week and Verizon the week prior Earnings are on Monday. 🤦♂"
X Link 2025-11-05T15:15Z 36.6K followers, 5435 engagements

"1/ $ASTS: Summary of key nuggets from Q3 update below. First a few things that really stood out to me: 1) Over $X billion in aggregate contracted revenue commitments from commercial partners 2) 9th contract award from US government 3) Saudi Telecom $175M prepayment to be made by 2025 YE 4) New control bus manufacturing is the key critical path item now. BB7 is delayed by X months BB8-10 delayed by X month and then eventually the entire deployment plan gets back to original plan by Feb/Mar timeframe 5) Still targeting X sats / month by 2025 YE 6) AST has been developing an AI engine that will"
X Link 2025-11-11T04:51Z 36.6K followers, 47.2K engagements

"$ASTS: Saudi Arabia's sovereign wealth fund PIF owns XX% of Saudi Telecom and a decent sized stake in SpaceX After evaluating Starlink D2C Saudi Telecom chose to execute a 10-Year Definitive Commercial Agreement with AST SpaceMobile valued at over $XXX billion"
X Link 2025-11-11T14:32Z 36.6K followers, 26.6K engagements

"$ASTS: T-Mobile parent Deutsche Telekom providing insight that Starlink's V3 Direct-to-Cell satellites that will be able to utilize Echostar AWS-4 spectrum . Won't be deployed until 2028 or 2029 👀"
X Link 2025-11-14T16:53Z 36.6K followers, 18.2K engagements

"$ASTS: 💰"As we get closer to commercial service the economic rents you can charge goes up" Non-dilutive MNO commercial prepaid revenue: AT&T $20M Vodafone $25M Verizon $65M Saudi Telecom $175M"
X Link 2025-11-19T15:06Z 36.6K followers, 9546 engagements

"$TE: Roth Capital initiates research coverage of T1 Energy with Buy rating and $X Price Target T1 is a U.S. module manufacturer that acquired Trina's U.S assets and has plans to become one of the first to produce C-Si panels using a fully integrated domestic supply chain the analyst tells investors in a research note. Roth believes the company represents an attractive opportunity to invest early in domestic manufacturing as the U.S. continues to decouple from China and reshore critical industries"
X Link 2025-11-24T14:11Z 36.6K followers, 11.6K engagements

"$KRKNF: Great results overall however Q3 revenue of $31.3M was a little light vs. $34.5M consensus estimate. Gross margin was better at XXXX% vs. 52.7%. EBITDA a tad light at $7.97M vs. $8.12M. Investors should know that quarterly results can be a bit lumpy. 2025 guidance was reiterated at $120M-$135M revenue and $26-34M of EBITDA. For the last X months Kraken generated $73.8M of revenue and $11.9M of EBITDA. At the midpoint of guidance that means Kraken expects Q4 revenue of $53.7M and EBITDA of $18.1M. The company is already 2/3 of the way through Q4 so confidence must be really solid. CEO"
X Link 2025-11-24T15:14Z 36.5K followers, 19.5K engagements

"$ASTS:🚨APPLE AST SPACEMOBILE VODAFONE AND OTHERS SUBMIT JOINT PROPOSAL IN 3GPP RAN4 FOR L- AND S-BAND SPECTRUM ✅Maps NTN L- and S-band NR/NB-IoT bands to ETSI MSS standards ✅Lays out a work plan and 2026 timeline for RAN4 to define ETSI requirements and A-MPR rules so devices using these NTN bands can be ETSI-compliant"
X Link 2025-11-24T16:47Z 36.5K followers, 183.9K engagements

"$ASTS: Remember these two words as we learn about Golden Dome awards in the coming months "Polar Orbit""
X Link 2025-11-25T03:34Z 36.5K followers, 42.8K engagements

"$ASTS: Thanksgiving with family and friends who learned about AST SpaceMobile from you over the years"
X Link 2025-11-26T12:42Z 36.5K followers, 21.4K engagements

"$ASTS: Your friend pitching AST SpaceMobile to his wife in April 2024 when it was at $2"
X Link 2025-11-26T15:58Z 36.6K followers, 27.4K engagements

"$ASTS: With Verizon and Saudi Telecom Definitive Agreements in hand and launches imminent its time to run it back and retake $XXX 🚀 Happy Thanksgiving 🦃"
X Link 2025-11-26T20:53Z 36.6K followers, 15.2K engagements

"$ASTS: Soon"
X Link 2025-12-01T04:03Z 36.5K followers, 12.1K engagements

"$ASTS: New recruiting video from AST SpaceMobile. I might start dusting off the ole resume"
X Link 2025-12-01T04:28Z 36.5K followers, 48.3K engagements

"$ASTS: I'm ignoring the noise and bought this morning"
X Link 2025-12-01T16:00Z 36.6K followers, 11.6K engagements

"$TE: Johnson Rice & Co initiates research coverage of T1 Energy with Buy Rating and Price Target of $8"
X Link 2025-12-02T03:56Z 36.6K followers, 7744 engagements

"$ASTS: 🔥Vodafone Hyperconnectivity brought to you by AST SpaceMobile"
X Link 2025-12-02T15:54Z 36.6K followers, 22.6K engagements

"$ASTS: They got the sizes pretty close 👏"
X Link 2025-12-02T16:57Z 36.6K followers, 17K engagements

"$ASTS: Hey Gemini can you unblur this AST SpaceMobile image"
X Link 2025-12-03T02:01Z 36.5K followers, 18.4K engagements

"$ASTS: Scott Wisniewski will be speaking at the UBS Media and Communications conference on Monday December 8th at 1:30pm. Itll be webcast live 👍"
X Link 2025-12-03T12:32Z 36.5K followers, 9574 engagements

"$ASTS: All hail @Pivotal_Capital"
X Link 2025-12-03T20:34Z 36.5K followers, 24.5K engagements

"$ASTS is a $1000 stock"
X Link 2025-12-04T01:18Z 36.5K followers, 40.8K engagements

"$ASTS: Some Form-4s filed overnight. Scott Wisniewski Shanti Gupta and Andy Johnson each received 125000 RSUs. Most interestingly for the first time ever Abel Avellan is receiving compensation in the form of 250000 RSUs. All of these RSUs vest over X years. These grants appear to be off cycle and Abel's first ever which indicates to me that something big is coming"
X Link 2025-12-04T05:33Z 36.6K followers, 43.2K engagements

"$SRTA: Reminder that I'll be hosting co-CEOs Melissa Tomkiel and Will Heyburn of Strata Critical today at 11am EST. Come join live or replay the recording"
X Link 2025-12-04T14:41Z 36.6K followers, 5877 engagements

"$KRKNF $PNG.V"
X Link 2025-12-04T21:38Z 36.6K followers, 10.9K engagements

"@BassonBrain @SpaceX Yes Starlink is going to take T-Mobile AT&T Verizon and the handset guys Apple and Samsung head on"
X Link 2025-12-05T01:07Z 36.6K followers, 2675 engagements

"@silberschmelzer @MWM76 @SilbergleitJr @endless_frank That's a cute little $ASTS chart from your free TradingView trial subscription you have there. How about you zoom out a bit for those of us who have held since the low single digits"
X Link 2025-12-05T01:14Z 36.5K followers, 2708 engagements

"ECONOMY: LET'S GOOOO 🚀Consumer Sentiment Rises 🚀Consumer Short and Long run Inflation expectations falls to XX month lows 🚀 Core PCE Price Index Inline"
X Link 2025-12-05T15:03Z 36.5K followers, 7133 engagements

"$BAER: This large open market purchase by the Chair of the Board is very bullish. The company has US legislative tailwinds that will increase demand for its aerial firefighting capabilities in 2026. Additionally @BDeveran has been doing some deep researching and it appears Bridger is positioned to win some defense work through its recently acquired FMS subsidiary. The recent sale leaseback debt refinancings and acquisition of X additional super scoopers have transformed the company's financial flexibility to pursue additional strategic opportunities. At a $100M market cap and $661M enterprise"
X Link 2025-12-05T15:32Z 36.5K followers, 5195 engagements

"$ASTS $RKLB: And there it is Bloomberg confirms that SpaceX share sale is at $750-800 Billion valuation. SpaceX Said to Offer Shares at Record-Setting Valuation By Ed Ludlow Eric Johnson and Loren Grush (Bloomberg) -- SpaceX is preparing to sell insider shares in a transaction that would value Elon Musks rocket and satellite maker at a valuation higher than OpenAIs record-setting $XXX billion people familiar with the matter said. One of the people briefed on the deal said that the share price under discussion is higher than $XXX apiece which would value SpaceX at between $XXX billion and $800"
X Link 2025-12-05T20:53Z 36.5K followers, 12.1K engagements

"$ASTS: Stock finishes the week up XXXX% XX more days until BlueBird-6 launch 🚀"
X Link 2025-12-05T21:40Z 36.6K followers, 18.6K engagements

"@MBarnard241 You and Hennessy Funds found out the same way - being invested in $AMT and then asking why they were invested in $ASTS"
X Link 2025-12-06T13:11Z 36.6K followers, XXX engagements

"@m_MTG63 I doubt a deal would get through antitrust review. Also buying an MNO would alienate any current and future MNO partners in other countries. Gotta think a few steps ahead"
X Link 2025-12-06T19:15Z 36.5K followers, XXX engagements

"It's not a matter of if they'll do this. They aren't going to make space hardened cells and modules. However they sell components that can be used for it . The key point is that Silicon-based cells and modules are in use by Starlink and AST SpaceMobile and other space apps which will drive demand which is good for the market overall. I've done more digging and it looks like Rocket Lab's Gallium Arsenide specialty solution is focused on extreme missions where weight efficiency and high tolerance to environments where failure is not an option. RKLB's solution is very expensive and will be"
X Link 2025-12-08T16:50Z 36.6K followers, XXX engagements

"$ASTS: No founder-CEO is hustling harder than @AbelAvellan. Welcoming AT&T CEO John Stankey in Midland TX to tour BB satellite production and then jetting to Riyadh to sign a ground breaking 10-year strategic definitive commercial agreement with Saudi Telecom"
X Link 2025-10-29T14:38Z 36.6K followers, 17.3K engagements

"$GSAT: Apple can claim default and demand repayment of its infrastructure payments since milestones were not met. This could be reason for Globalstar leaking stories of potential SpaceX interest in order to buy more time with Apple"
X Link 2025-11-07T19:30Z 36.6K followers, 17.3K engagements

"$KRKNF $PNG.V: Research Upgrades ($ in CAD) Raymond James $XXXX ➡ $XXXX Desjardin Securities $XXXX ➡ $6.50"
X Link 2025-11-24T21:41Z 36.6K followers, 7962 engagements

"$ASTS: And this is why AST SpaceMobile is the top choice for +50 MNOs globally covering +3 billion subscribers. AST will never compete directly with its MNO customers"
X Link 2025-12-04T17:17Z 36.6K followers, 18.5K engagements

"$KRKNF $PNG.V: 🦑Kraken Robotics provides the ears (sonar) and heart (batteries) for Anduril's UUVs"
X Link 2025-12-05T21:22Z 36.6K followers, 6493 engagements

"$ASTS: Never Not Working"
X Link 2025-12-06T13:23Z 36.6K followers, 10.4K engagements

"$ASTS: New short sellers spreading old recycled FUD that was refuted long ago on AST SpaceMobile investors who have held for X years"
X Link 2025-12-08T05:29Z 36.6K followers, 9518 engagements

"@FirstNet Let's give our first responders and the folks they're helping the ability to stay connected during disasters and emergencies Thanks for the update"
X Link 2025-12-08T18:08Z 36.6K followers, 2324 engagements

"@moxieland $TE.WS in Etrade $TE/WS on other platforms"
X Link 2025-12-09T19:05Z 36.6K followers, XXX engagements

"$ASTS: Saudi Telecom has 29M mobile subscribers. It covers an additional XX markets that include Egype Morocco Algeria Iraq Yemen Syria Tunisia Libya Jordan Oman Kuwait Lebanon Bahrain Sudan and Djibouti which represent a potential TAM of XXX MILLION SUBSCRIBERS"
X Link 2025-10-29T13:41Z 36.6K followers, 21.3K engagements

"$ASTS: Government owned Saudi Telecom selected AST SpaceMobile for a 10-Year commercial agreement w/ $175M of prepaid revenue and minimum revenue commitments valued over $1.8B 🧩The US and KSA executed a wide ranging defense pact - the puzzle pieces are clicking into place"
X Link 2025-11-19T15:12Z 36.6K followers, 29.1K engagements

"$PGY: Pagaya out with another $499M consumer loan ABS transaction"
X Link 2025-12-02T20:11Z 36.6K followers, 10.3K engagements

"$PGY: Pagaya Technologies Ltd. has closed RPM 2025-6 a $XXX million auto asset-backed securitization (ABS) marking another strong execution within the Companys ongoing Auto ABS program. The transaction highlights Pagayas continued ability to deliver consistent high-quality assets to its investor base the Company stated. RPM 2025-6 was priced in line with market conditions and attracted both new and returning investors who have participated in multiple prior RPM transactions reaffirming the strength of our collateral and the structure we provide said Sahil Chandiramani Pagayas Head of Capital"
X Link 2025-12-03T13:45Z 36.6K followers, 11.9K engagements

"$ASTS: AST SpaceMobile is being evaluated in Batch X of Golden Dome which should include firms with secure facilities and space flight pedigrees especially those already proven under PWSA Tranches 0-2 Stay Focused"
X Link 2025-12-03T14:16Z 36.6K followers, 23.6K engagements

"$ASTS: Sometimes there's so much news out there that we forget that AST SpaceMobile signed a 10-year definitive commercial agreement with Saudi Telecom w/ $XXX million of prepaid revenue and minimum revenue commitment valued over $XXX billion"
X Link 2025-12-05T13:56Z 36.6K followers, 16K engagements

"$TE: Looking at the 2H 2023 time frame of the executive's sale that would preclude all existing management who joined no earlier than January 2024. It also excludes any existing board member since there are only X that served during 2H 2023 however none of these members were executives at that time"
X Link 2025-12-05T17:51Z 36.6K followers, 7749 engagements

"$ASTS: Pour one out to the shorts that pressed their positions in the $4s right before Verizon dropped the hammer🍻"
X Link 2025-12-06T03:39Z 36.6K followers, 14.3K engagements

"@1Powerslave None to limited procession The microns have thousands of embedded FPGAs and soon ASICs for signal processing AI beam forming and allocation etc"
X Link 2025-12-08T01:32Z 36.6K followers, XXX engagements

"@AnthonyM59634 $TE basically took XX months to finally wake up. But yes it was also orphaned when they announced the Trina solar deal and became T1 Energy"
X Link 2025-12-09T19:30Z 36.6K followers, XXX engagements

"$GSAT $AAPL $ASTS $IRDM: SpaceX's interest in Globalstar More trick than treat🎃💀 Reviewing the X leaked articles from The Information and Bloomberg I believe they came from Globalstar and its advisors. A big and obvious tell is this quote: "At the same time the chair of Globalstar James Monroe has talked to associates about the possibility of selling his satellite company for more than $XX billion said people who heard him make the remarks (Globalstars current market capitalization is $XXX billion)." This information from Globalstar is to set price expectations for potential buyers that if"
X Link 2025-11-01T16:46Z 36.6K followers, 81K engagements

"$TE: For those new to the story it's def worth watching all of T1 Energy's videos on youtube. They're very useful in getting up to speed on the story and feature a few nuggets like $CWEN being a likely customer. T1 Energy's youtube:"
X Link 2025-12-01T16:47Z 36.6K followers, 16.3K engagements

"$ASTS: Should @thekookreport and I do a joint X space soon"
X Link 2025-12-03T15:23Z 36.6K followers, 8119 engagements

"2/ $ASTS: You can read a more detailed overview put together by @intalia51 here"
X Link 2025-12-04T20:33Z 36.6K followers, 9806 engagements

"$TE: 🔋T1 Energy Consensus Estimates Revenue / EBITDA 2025: $814M / $27M 2026: $1.2B / $112M 2027: $1.5B / $273M 2028: 1.8B / $426M"
X Link 2025-12-05T12:12Z 36.6K followers, 10.9K engagements

"$ASTS $TE $BAER $SRTA: Midday Musings and Mic Check"
X Link 2025-12-05T16:46Z 36.6K followers, 4696 engagements

"$ASTS: 📡 Starlink accounts for 65-70% of SpaceX's valuation which implies a valuation of $XXX to $XXX BILLION AST SpaceMobile's market cap is $XX Billion"
X Link 2025-12-05T18:51Z 36.6K followers, 185.5K engagements

"$ASTS $RKLB: BIG IF TRUE SpaceX Tells Investors Its Aiming For Late 2026 IPO (The Information) Elon Musks SpaceX has told investors and financial institution representatives that it is aiming for an initial public offering in the second half of next year according to two people familiar with the discussions. The talks come as SpaceX considers holding a sale of shares held by investors and employees that would value the company at $XXX billion double its valuation in a sale this summer in what would make it the most valuable private company. The company is considering a public listing of the"
X Link 2025-12-05T19:38Z 36.6K followers, 44.4K engagements

"$ASTS: SpaceX in Talks for Share Sale That Would Boost Valuation to $XXX Billion -- Update By Berber Jin Corrie Driebusch and Micah Maidenberg (Wall Street Journal) -- SpaceX is kicking off a secondary share sale that would value the rocket maker at $XXX billion people familiar with the matter said surpassing OpenAI to make it the most valuable U.S. private company. The company's Chief Financial Officer Bret Johnsen told investors about the sale in recent days the people said. The $XXX billion valuation is double the $XXX billion value it fetched in a recent secondary share sale. SpaceX"
X Link 2025-12-05T20:02Z 36.6K followers, 39.8K engagements

"$ASTS: Throwback to 2021. The famous David Marshack discussion that launched thousands of portfolios w/ AST SpaceMobile"
X Link 2025-12-06T01:30Z 36.6K followers, 12.9K engagements

"$ASTS: My first thread on AST SpaceMobile published on 12/21/20 four days after the SPAC deal was announced. I had stayed up late on 12/20/20 coming up with the angle that AST's groundbreaking service would be a disruptive kingmaker for MNOs that adopted it"
X Link 2025-12-06T04:30Z 36.6K followers, 34.2K engagements

"$TMUS $T $VZ $ASTS: ZeroHedge - SpaceX has taken one step toward becoming a direct competitor to AT&T Verizon and T-Mobile. Its Starlink subsidiary quietly filed to register the "Starlink Mobile" trademark on Oct. XX signaling plans to enter the wireless carrier business"
X Link 2025-12-06T04:52Z 36.6K followers, 9693 engagements

"$ASTS: Elon Musk knows where the massive growth opportunity is in wireless 📶Satellite Direct-to-Cell Connectivity ➡Theres only one player focused on broadband AST Spacemobile Valuation increments are a function of progress with Starship and Starlink and securing global direct-to-cell spectrum that greatly increases our addressable market"
X Link 2025-12-06T22:45Z 36.6K followers, 19.4K engagements

"@mikeaxolotl I have no idea what youre talking about. Where is the Starlink 100kw satellite"
X Link 2025-12-07T20:00Z 36.6K followers, XXX engagements

"$ASTS: So how many processors can a Block-2 BlueBird support According to @CatSE___ApeX___ : One processor per antenna element position XXX m2 and .1612 per element (0025921 m2) 199/0025921 = 7368 elements So roughly 7368 FPGAs or ASICs We'd have to dig in more to see what the comparable number of AI GPUs or TPUs would be for a specialized data center AST SpaceMobile DataBird"
X Link 2025-12-07T21:13Z 36.6K followers, 10.8K engagements

"$ASTS: Thanks Panicans"
X Link 2025-12-08T14:45Z 36.6K followers, 7428 engagements

"$ASTS: AST SpaceMobile + FirstNet + AT&T update at 1pm ET"
X Link 2025-12-08T17:47Z 36.6K followers, 15.8K engagements

"$ASTS: 🚨 AST SPACEMOBLE FILES APPLICATION WITH FCC FOR MODIFICATION OF SPACE STATION LICENSE OF LIGADO NETWORKS SUBSIDIARY TO LAUNCH L-BAND MOBILE SATELLITE SERVICE IN NORTH AMERICA Per AST guidance FCC regulatory approval expected in 1H 2026"
X Link 2025-12-08T17:53Z 36.6K followers, 27.2K engagements

"Interesting"
X Link 2025-12-08T21:22Z 36.6K followers, 10.3K engagements

"$KRKNF $PNG.V: He who controls the seas controls the world The proliferation of UUVs will be staggering"
X Link 2025-12-08T22:24Z 36.6K followers, 8456 engagements

"$TE: How about a new 52-week intraday high of $XXXX 😅"
X Link 2025-12-08T22:28Z 36.6K followers, 9351 engagements

"$ASTS: "There's not an operator around the world who doesn't want to meet with us and think about how we can work together. The constraint has largely been on us. We want to build out with our partners those who have been aligned with us those who have brought equity investment minimum commitments alignment around spectrum strategies and prepayments. And so that is our strategy." - Scott Wisniewski"
X Link 2025-12-09T03:57Z 36.6K followers, 11.7K engagements

"$ASTS: AST SPACEMOBILE'S WISNIEWSKI SETS OUT 2026 GOALS - INVESTOR'S BUSINESS DAILY Space stock AST Spacemobile has a fervent fan base that follow the company on Reddit on dedicated podcasts and with an army of popular social media accounts. AST is wrapping up a stellar year. The company signed major contracts with customers like Verizon and Vodafone and saw its shares climb more than 230%. AST is not the only space stock to soar in 2025. Rocket Lab which provides launch services for other space companies is up about XXX% this year. However others have languished in the stock market. For"
X Link 2025-12-09T20:50Z 36.6K followers, 29.8K engagements

"$TE: Did you know that SpaceX like AST SpaceMobile uses Silicon-based commercial solar cells and modules and then hardens them for use in space Solar is the only solution for massively scaled power projects in space. Terrestrial and space demand will be 🔥 WE ARE EARLY SpaceX expects to use some of the funds raised in an IPO to develop space-based data centers including purchasing the chips required to run them two of the people said an idea Musk expressed interest in during a recent event with Baron Capital. - Bloomberg"
X Link 2025-12-09T21:51Z 36.6K followers, 10.5K engagements

"SPACE: 2026 is going to be a massive year for investing in space. Those who were early will be highly rewarded as everyone else catches up to learn about the unique challenges and unlimited potential the sector has to offer $ASTS $RKLB $PL $BKSY $RDW $LUNR $KRMN $FLY $VOYG $GSAT $IRDM $PRIVATE"
X Link 2025-12-10T13:05Z 36.6K followers, 15.4K engagements

"$ASTS: AST SpaceMobile discussed in investor newsletter this AM. Seems like others are picking up on the future we're seeing: BREAKING: SpaceX's $XXX Trillion IPO Confirmed I bought my 5-year-old son a telescope for his birthday last week. When we take it out he'll see something I never saw as a kid: thousands of satellites streaming across the night sky like a slow-motion meteor shower. What he won't see is what's really happening up there. Three hundred and forty miles above us satellites the size of tennis courts are generating XXX kilowatts of power each. Theyre busy running AI and"
X Link 2025-12-10T16:06Z 36.6K followers, 33.7K engagements

"@Mangan150 @Defiantclient2 @Google @AST_SpaceMobile Yes weve been on it thanks Google is also an investor and strategic partner in AST"
X Link 2025-12-10T16:33Z 36.6K followers, XXX engagements

"$ASTS: The puzzle pieces are clicking into place 🧩"
X Link 2025-12-10T18:12Z 36.6K followers, 24.6K engagements

"$ASTS 🚨 SAUDI TELECOM ANNOUNCES SIGNING OF XX YEAR STRATEGIC PARTNERSHIP AGREEMENT TO PROVIDE SPACED-BASED TELECOM SERVICES WITH AST SPACEMOBILE The agreement includes a commercial partnership to provide satellite communications services across the Kingdom of Saudi Arabia and several countries in the Middle East and Africa (Libya Syria Lebanon Djibouti Tunisia Sudan) relying on AST SpaceMobile technology for direct connectivity to unmodified smart devices DETAILS FILED ON SAUDI EXCHANGE:"
X Link 2025-10-29T12:48Z 36.6K followers, 214.8K engagements

"1/ $KRKNF $PNG.V: Kraken Robotics is a highly profitable and rapidly growing supplier of platforms batteries and sensors for deep sea applications in both military (70%) and commercial (30%) markets w/ significant rerating potential to $X to $XX per share A living 🧵"
X Link 2025-10-29T19:26Z 36.6K followers, 118.1K engagements

"What I heard from recent Q3 updates of legacy satellite guys: $VSAT: We're in a tough spot but our global MSS spectrum is very valuable and we hope someone else will use some of it for D2D and pay us for it. $GSAT: Our global MSS spectrum is very valuable and we hope someone else will pay us to use the XX% that is not owned by Apple for D2D $IRDM: We thought we had until 2030 before seeing any D2D players eat our lunch. They are now about to eat our lunch so we have to stop buying back our stock and use that money to figure out how to compete"
X Link 2025-11-07T23:39Z 36.6K followers, 23.7K engagements

"$TE: Last December T1 Energy acquired Trina's US solar mfg assets in a sweetheart deal as a result of US regulatory pressure. This transaction reminds me of when Constellation Brands got a sweetheart deal to buy Grupo Modelo's US beer assets from AB InBev in 2012. AB InBev had to divest US Corona and Modelo to Constellation in order to secure Department of Justice merger approval. Investors that bought Constellation in the $20-30s absolutely crushed it as the stock went on to hit $200-$250 in the following years"
X Link 2025-12-02T16:07Z 36.6K followers, 15.5K engagements

"$TE: T1 Energy expects to start monetizing $93M of section 45X production tax credits in Q4 which will be a nice catalyst 🔥 "In addition we accrued $XX million of section 45X production tax credits through 3Q and we expect to monetize those credits in the fourth quarter. We are currently exchanging term sheets. Aligned with our 4Q production and sales ramp we expect to generate a similar amount of 45X credits in the fourth quarter that we expect to monetize in 1Q '26.""
X Link 2025-12-03T19:16Z 36.6K followers, 17.1K engagements

"1/ $ASTS: 🚨AST SPACEMOBILE HAS ALREADY SOLVED THE HEAT DISSIPATION ISSUE FACING POTENTIAL SPACE DATA CENTER APPLICATIONS AST SpaceMobile's patented micron tiles act like giant radiators that dissipate heat generated from the FPGAs/ASICs that are embedded in each tile. You can easily imagine AI-specific GPUs TPUs ASICs and/or FPGAs embedded into a micron w/ solar array on one side and the phased array removed. 🔍Patent Number: US 11021270 B2 Title: Thermal management system for structures in space Date of Patent: June X 2021 Assignee: AST & Science LLC Inventors: Abel Avellan Huiwen Yao"
X Link 2025-12-04T20:33Z 36.6K followers, 128.3K engagements

"$BAER: 🔥 Bridger Aerospace Board Chair Jeffrey Kelter just acquired 300000 shares on the open market at $XXXX for a total of $540000"
X Link 2025-12-04T21:51Z 36.6K followers, 15.9K engagements

"$TE: T1 Energy received a Subpoena from DOJ and SEC regarding an executive/board member's sale of stock in 2H of 2023. The sale was related to stock that the individual pledged as collateral against a personal loan and was approved according to the company's insider trading policy. I don't think the individual is a current key executive"
X Link 2025-12-05T14:19Z 36.6K followers, 28K engagements

"$TE: To put the 2.0GW fixed-margin offtake contract in context - T1 is sold out for 2025 based on its 2.6GW production plan. T1 expects to reach 4.5GW annualized production in Q4 2025 and will reach 5.0GW in 2026. The new customer today just soaked up XX% of 2026's production output. 🔥"
X Link 2025-12-05T15:50Z 36.6K followers, 12.4K engagements

"$TE: T1 Energy warrant update. Implied volatility has been picking up as the stock continues to have big swings and outperforms. 60-day realized volatility is now at 147%. If you look out to listed July 2026 $XX calls I think a reasonable implied volatility is 115%. Plugging this figure into the $XXXXX warrants which expire 7/9/26 gives you an implied price of 66c vs. where they last traded at 57c"
X Link 2025-12-05T15:56Z 36.6K followers, 5644 engagements

"$ASTS: 🚨WE ARE NOT BULLISH ENOUGH SpaceX in Talks for Share Sale That Would Boost Valuation to $XXX Billion -- WSJ By Berber Jin and Corrie Driebusch (Wall Street Journal) -- SpaceX is kicking off a secondary share sale that would value the rocket-maker at $XXX billion people familiar with the matter said surpassing OpenAI to make it the most valuable U.S. private company. The company's Chief Financial Officer Bret Johnsen told investors about the sale in recent days the people said. The $XXX billion valuation is double the $XXX billion value it fetched in a recent secondary share sale."
X Link 2025-12-05T18:46Z 36.6K followers, 226.2K engagements

"$ASTS: There's a meme I post showing a beat up investor saying "Stop giving me your toughest battles" and in reply Jesus says "You literally just have to hold ASTS" This is one of my retirement accounts that I rarely trade. Can you guess what the largest position is"
X Link 2025-12-06T15:22Z 36.6K followers, 27K engagements

"$ASTS: Interesting that the 100KW per satellite generation required for AI data centers in space that Elon refers to matches that of AST SpaceMobile's Block-2 BlueBird satellite which can generate 100KW to 120KW of solar power from its microns. WE ARE NOT BULLISH ENOUGH"
X Link 2025-12-07T17:29Z 36.6K followers, 80.1K engagements

"@RKLBMan Whats the cost vs Silicon and Gallium Arsenide Does Rocket Lab actually make cells or incorporates cells from other into modules"
X Link 2025-12-08T01:16Z 36.6K followers, 2442 engagements

"@RKLBMan I didnt know Rocket Lab has a factory to make solar cells. Thats serious capex. Would be good to know how much capacity in terms of GW they can produce. Ill try to look into it later as well. 👍"
X Link 2025-12-08T01:30Z 36.6K followers, 6456 engagements

"$ASTS: The AI Data Center opportunity is not priced in. When the market starts digging and understanding how well positioned AST SpaceMobile is it'll be absolutely glorious"
X Link 2025-12-08T14:34Z 36.6K followers, 31.5K engagements

"$ASTS: 🚨 FIRSTNET RELEASES VIDEO OF VARIOUS FEDERAL STATE AND LOCAL FIRST RESPONDER AGENCIES SUCCESSFULLY TESTING AST SPACEMOBILE SERVICE OVER AT&T/FIRSTNET SPECTRUM FirstNet also discloses another program update coming soon 👀"
X Link 2025-12-08T18:07Z 36.6K followers, 54.5K engagements

"$ASTS: "WE CAN DEPLOY MORE POWER TO ORBIT FASTER AND CHEAPER WITH LARGER ARRAYS THAN ANYONE IN THE HISTORY OF CIVILIZATION" - Scott Wisniewski"
X Link 2025-12-08T21:26Z 36.6K followers, 25.6K engagements

"$ASTS: "We can do other things with our frequencies including RADAR that support a lot of very strategic capabilities for the U.S. government and its allies. So that is what's brought us into the Golden Dome conversation as it's evolved over the past year" - Scott Wisniewski"
X Link 2025-12-09T04:06Z 36.6K followers, 12.5K engagements

"$ASTS: "So we're building out a low-band constellation now. There's other frequencies that are relevant. There's potential government constellations. And once you've built out these shells especially over time as space gets more constellations we think that we'll have a really attractive position as an operator of a couple of these very valuable shells. And what you see in speculation in the market is what do you do when you have a lot of power delivered to orbit in a very low-cost fashion and big markets and demand to support that and strategic interest of governments to support that. The"
X Link 2025-12-09T04:17Z 36.6K followers, 13.1K engagements

"$TE: Alliance Global initiates research coverage of T1 Energy with a Buy Rating and $XXXX Price Target The firm believes T1 is positioned to become a leading vertically integrated solar manufacturer. The company will serve as a "key player" in securing the broader solar supply chain in the United States the analyst tells investors in a research note. Alliance says current share price levels "represent an attractive entry point ahead of a catalyst-rich 2026.""
X Link 2025-12-09T14:15Z 36.6K followers, 51.2K engagements

"$ASTS: You know there was a time in 2022 when CatSE Kook and I discussed the military use cases for AST SpaceMobile before the company ever acknowledged it. However it was widely dismissed🤷♂ As an investor your edge is to anticipate the future🧠"
X Link 2025-12-09T16:33Z 36.6K followers, 17K engagements

"$ASTS $RKLB: 🚨SPACEX TARGETING $XXX TRILLION PUBLIC VALUATION SpaceX Said to Pursue 2026 IPO Raising Far Above $XX Billion By Ed Ludlow and Eric Johnson (Bloomberg) -- SpaceX is moving ahead with plans for an initial public offering that would seek to raise significantly more than $XX billion people familiar with the matter said in a transaction that would make it the biggest listing of all time. The Elon Musk-led company is targeting a valuation of about $XXX trillion for the entire company which would leave SpaceX near the market value that Saudi Aramco established during its record 2019"
X Link 2025-12-09T20:55Z 36.6K followers, 66.7K engagements

"$VELO: Kek 1.1M shares or XXXX% of float short"
X Link 2025-12-09T21:12Z 36.6K followers, 7883 engagements

"$ASTS: Definitely worth a listen and a little plug for Direct-to-Cell at the end 👍"
X Link 2025-12-09T23:13Z 36.6K followers, 10.1K engagements

"$ASTS: American Tower sold 2.29M Class A shares today which was why the stock was slightly down. AMT still own 211K Class A and 2.17M Class B shares For a company that never does VC investments AMT turned $31M into $341M and decided to take some chips off the table 1000% return not bad👏"
X Link 2025-12-10T05:44Z 36.6K followers, 27.2K engagements

"$ASTS: Part of the reason for American Tower selling some shares-they probably need the cash. Revenue EBITDA FCF have been under pressure from customer consolidation Echostar giving up the mobile business and direct-to-cell impacting future growth. American Tower has $1.9B of cash and $51B of debt"
X Link 2025-12-10T06:27Z 36.6K followers, 24.2K engagements

"$ASTS: BEZOS AND MUSK RACE TO BRING DATA CENTERS TO SPACE - WSJ By Micah Maidenberg and Becky Peterson (Wall Street Journal) -- Elon Musk and Jeff Bezos for years have raced to build rockets and launch satellites. Now they're racing to take the trillion-dollar data-center boom into orbit. Bezos's Blue Origin has had a team working for more than a year on technology needed for orbital AI data centers a person familiar with the matter said. SpaceX plans to use an upgraded version of its Starlink satellites to host AI computing payloads pitching the technology as part of a share sale that could"
X Link 2025-12-10T17:04Z 36.6K followers, 29.8K engagements

"$ASTS: Starlink vs. AST SpaceMobile valuation over time which includes the projected SpaceX IPO in 2H 2026 Where will AST SpaceMobile trade in 2H 2026"
X Link 2025-12-10T18:39Z 36.6K followers, 11.1K engagements

"$ASTS: 🔥AST SPACEMOBILE BLOCK-2 BLUEBIRD IS CURRENTLY THE ONLY SATELLITE THAT CAN GENERATE 100KW OF POWER Elon Musk just disclosed that Starlink's next gen V3 will generate 20kW of power. Musk goes on to note that if they reduce the phase array size and increase the mass for solar perhaps V3 generate 100kW. He also notes that building an AI satellite is easier not harder than communications satellites. ps - Starlink V3's size requires Starship for deployment. AST's BlueBird satellites are already architected for 100-120kW of power which makes it a prime candidate to power data centers and"
X Link 2025-12-10T23:18Z 36.6K followers, 31.3K engagements

"Have you ever had a moment of absolute clarity where you can see the future and all the pieces falling exactly into place Thats what I experienced today with $ASTS"
X Link 2025-12-11T00:58Z 36.6K followers, 11.2K engagements

"@daveginvesting @SpaceX"
X Link 2025-12-11T03:28Z 36.6K followers, XXX engagements

"@ironimmigrant AST SpaceMobile and Starlink use commercial Silicon based modules and harden them for use in space. Solaerao is very expensive and novel Gallium Arsenide panels used for the most critical and harshest environments in space. It wont be used for AI data centers"
X Link 2025-12-11T12:13Z 36.6K followers, XX engagements