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@spacanpanman
"@5Gto6G @AST_SpaceMobile I love seeing douchebag copium on Sunday mornings"
X Link @spacanpanman 2025-10-12T12:50Z 33.3K followers, XXX engagements
"$ASTS: Bold prediction - Saudi Telecom Zain and/or Mobily will sign definitive commercial agreements soon. All three have MOUs with AST SpaceMobile. The Kingdom of Saudi Arabia is serious about space leadership and innovation"
X Link @spacanpanman 2025-08-14T17:28Z 33.4K followers, 32.1K engagements
"@fools_gd @brian_armstrong Awful"
X Link @spacanpanman 2025-10-11T21:31Z 33.1K followers, XXX engagements
"$ASTS $GSAT $IRDM: Direct-to-Device Provider Comparison Fixed a few errors Thanks for the feedback everyone"
X Link @spacanpanman 2025-09-12T15:14Z 33.4K followers, 26.1K engagements
"$ASTS: Let's grow that TAM - Welcome Toyota"
X Link @spacanpanman 2025-10-14T00:14Z 33.4K followers, 17.4K engagements
"$TE: Nextracker and T1 Energy Sign Multi-Year Agreement for Supply of Advanced Solar Panel Frames Engineered and Made in the USA The framework agreement targets multi-gigawatt solar module frame supply over several years valued at over $XX million FREMONT Calif. & AUSTIN Texas--(BUSINESS WIRE)--Nextracker (NASDAQ: NXT) a leading solar technology platform provider and T1 Energy Inc. (NYSE: TE) an advanced manufacturer of solar modules today announced a strategic framework agreement to use Nextrackers patented steel module frame technology for T1 Energys new 5-GW G1_Dallas solar manufacturing"
X Link @spacanpanman 2025-10-15T11:07Z 33.4K followers, 5053 engagements
"$ASTS $RKLB $BKSY: All of these names started to rally during Trump's meeting with Canadian PM Carney *TRUMP ON GOLDEN DOME: 'WE WANT TO HAVE THAT PROTECTION' *TRUMP: WERE WORKING CLOSELY ON THE GOLDEN DOME"
X Link @spacanpanman 2025-10-07T17:59Z 33.4K followers, 21.4K engagements
"$NKLR: Looks like options going live today caused a bit more hedging volume however all looks clear now. This one could really cook given the insatiable demand for the sector"
X Link @spacanpanman 2025-10-13T20:03Z 33.4K followers, 14.1K engagements
"$ASTS: "Every share shorted incurs a debt to shareholders. Sooner or later that debt must be repaid." Real-time short interest at 41.6M still well above the 33M low observed in June. 10/13: 41.6M 10/10: 41.5M 10/9: 40.7M 10/8: 42.1M 10/7: 44.3M 10/6: 43.9M 10/3: 46.4M 10/2: 47.7M 10/1: 49.4M"
X Link @spacanpanman 2025-10-14T16:08Z 33.4K followers, 43.9K engagements
"@hamids The real answer is: Verizon must love test results from the 6x big PowerPoint slides orbiting the earth at 17500 mph enough to sign a definitive commercial agreement w/ $ASTS and NOT Starlink this past week. Hope all is well 🤠"
X Link @spacanpanman 2025-10-10T02:33Z 33.4K followers, 2282 engagements
"$TE / $FREY: Freyr now renamed "T1 Energy" reported solid Q4 results and an accelerated ramp of US solar module mfg ahead of plan. Freyr pivoted and acquired Chinese-based Trinia's brand new US Solar module mfg plant at the end of 2024. Given the new world of tariffs and protectionism T1 seems well positioned as one of the largest US owned and operated mfg of solar module and cells. The company has some serious CapEx ahead as it builds out more mfg production for vertical integration. If they can execute this could be a multi-bagger. $TE has pulled back along with other small caps during"
X Link @spacanpanman 2025-03-17T18:57Z 33.4K followers, 23K engagements
"$ASTS: Verizon just validated and re-underwrote our investment thesis today by executing a definitive commercial agreement with AST SpaceMobile. This underscores their confidence in ASTS execution technology launch campaign spectrum strategy production funding plans EVERYTHING They also followed Starlink's progress and decided to PASS AGAIN. That my friends is now GETTING PRICED INTO THE STOCK"
X Link @spacanpanman 2025-10-08T13:42Z 33.3K followers, 14.5K engagements
"@ReidN090 @AST_SpaceMobile Pallets of cash bro"
X Link @spacanpanman 2025-10-11T20:55Z 33.2K followers, XXX engagements
"$ASTS: Verizon Frontline First Responder Network confirmed WE ARE NOT BULLISH ENOUGH"
X Link @spacanpanman 2025-10-08T15:04Z 33.4K followers, 29.1K engagements
"$ASTS $RKLB $BKSY: If you're short any space names that could receive Golden Dome/SDA/DOW/DIU awards and are viewed as strategically critical to US interests what's the risk of the US Government taking a passive strategic ownership stake See: $MP $USAR $INTC $TMQ"
X Link @spacanpanman 2025-10-07T17:06Z 33.4K followers, 14.7K engagements
"$SATS $MDALF: Charlie Ergen with a new gambit to try to buy more time w/ FCC Chair Brendan Carr. All of Echostar's AWS-3 and AWS-4 spectrum was supposed to be built out by Jun / Oct 2025 which was then extended to Dec 2026 and then finally Jun 2028. Echostar plans to start deploying this proposed D2D constellation in 2028 w/ commercial service in 2029. This is past the FCC's final deadline of June 2028. The total cost of mfg the satellites is $2.5B and maybe another $1-2B for launch As a reminder is highly leveraged with $29.5B of debt and its primary satellite Pay-TV business hemorrhaging"
X Link @spacanpanman 2025-08-01T13:01Z 33.4K followers, 32.9K engagements
"@AST_SpaceMobile Lets Go"
X Link @spacanpanman 2025-10-08T12:20Z 33.4K followers, 2889 engagements
"$ASTS: This is how Ed Knapp CTO of American Tower $AMT and AST SpaceMobile Board Member introduces himself at investor conferences: "At American Tower I joined eight years ago to try to help them get more technical in the sense to bridge the gap with just towers being a passive business to looking at additional extensions of those towers. And some of the areas I've worked on and we've been successful in is data centers for example. So we purchased CoreSite in 2021 and that's a big part of our capital plan now. Another part of it is satellite. So we invested in AST SpaceMobile I sit on the"
X Link @spacanpanman 2025-08-18T16:19Z 33.4K followers, 9579 engagements
"@VodafoneGroup @Meta @AST_SpaceMobile @InfoUMA $ASTS 🤝 $META 🤝 $VOD partnership YES"
X Link @spacanpanman 2025-10-08T15:37Z 33.3K followers, 3244 engagements
"$ASTS: Can You Hear Me Now Closer Look at Satellite D2D - CreditSights Research XX Oct XX 09:20 PM Davis Hebert CFA Co-Head HY Research Head of Telecom/Media Savannah Buzzeo Analyst Telecom / Media Executive Summary We can hear you the D2D space getting a lot of attention. The satellite space has historically been limited in terms of use cases focusing primarily on video and low-bandwidth services to areas that are difficult to reach. Even where broadband is available the cost for terminals and monthly service is high. However the promise of D2D is that satellite companies can now access a"
X Link @spacanpanman 2025-10-10T17:58Z 33.2K followers, 10.3K engagements
"$ASTS: Vi of India showcasing AST SpaceMobile 🚀🚀🚀"
X Link @spacanpanman 2025-10-10T10:58Z 33.4K followers, 22.3K engagements
"@SouthernNight77 Need big head to hold big brain"
X Link @spacanpanman 2025-10-11T13:18Z 33.3K followers, XXX engagements
"KYLE Amazing to hear about the mushroom tea working for your leukemia what a miracle and blessing. I'm happy that your $ASTS investment has removed financial stress from your life so you can focus XXX% on your health. YOU HAVE THE SPACEMOB'S SUPPORT. YOU CAN BEAT CANCER YOU GOT THIS ❤"
X Link @spacanpanman 2025-10-15T10:36Z 33.4K followers, 1424 engagements
"$TE: US Solar manufacturing and deployment needs to ramp up✌"
X Link @spacanpanman 2025-10-12T22:49Z 33.4K followers, 9778 engagements
"$RKLB: The Self-Taught Engineer Going Head-to-Head With Elon Musk and Jeff Bezos -- WSJ By Micah Maidenberg (Wall Street Journal) -- WALLOPS ISLAND Va. -- The newly constructed Rocket Lab launchpad on Virginia's Atlantic coast needs to be able to withstand XXX million pounds of thrust. Peter Beck the company's founder and chief executive had another requirement: It had to look beautiful. "The launchpad behind us is almost an architectural monument" he said in August to a crowd of government officials and investors. "Launch sites are usually these boxy horrible-looking things but I was not"
X Link @spacanpanman 2025-10-03T18:40Z 33.3K followers, 28.3K engagements
"$ASTS: What $ will get allocated to AST FY26 Defense Authorization Act ($ in thousands)"
X Link @spacanpanman 2025-10-10T13:25Z 33.4K followers, 20.5K engagements
"$ASTS: Congratulations AST SpaceMobile on this tremendous milestone"
X Link @spacanpanman 2025-10-12T12:29Z 33.4K followers, 4105 engagements
"$ASTS: "Netflix is the 15th most valuable public company in the world with a $500b market cap on XXX million global subscribers and a $12/month ARPU with a XX% EBIT margin. Netflixs business is far less defensible and is also purely B2C with zero government (defense) or enterprise applications and in possession of a far less capital efficient growth runway and inherent level of scalability and yet still AST at maturity would need to multiply in value by 30x to be valued similarly. Well let you decide on what the right comparison and multiple are for a business that has a legitimate shot at"
X Link @spacanpanman 2025-10-14T15:13Z 33.4K followers, 81.3K engagements
"@Stonefoxcapital $ASTS: Mr. Subscription service is back with bad takes. Read the room buddy you've been wrong the ENTIRE way up. You missed a generational investment and to keep digging the hole deeper Not a good look. Do you ever realize what this definitive commercial means"
X Link @spacanpanman 2025-10-08T14:42Z 33.3K followers, 5502 engagements
"$ASTS: 🚨 BELL CANADA REVEALS PRICING FOR DIRECT-TO-CELL SATELLITE COVERAGE FROM AST SPACEMOBILE + BELL PLANS TO INCLUDE SAT COVERAGE IN ITS TOP TWO WIRELESS PLANS: $85/175GB & $105/250GB + OTHER CUSTOMERS WILL BE ABLE TO ADD FOR ROUGHLY $XX TO $XX A MONTH iPhone in Canada - Gary Ng Bell is preparing to launch its direct-to-cell satellite service promising full mobile connectivity for Canadians in remote areasand now we know what it will cost. In an interview with iPhone in Canada on Tuesday Blaik Kirby Bells Group President of Consumer and Small & Medium Business said the new satellite"
X Link @spacanpanman 2025-10-15T13:33Z 33.4K followers, 36.2K engagements
"$ASTS: #9 is what the world's best striker Harry Kane wears on his jersey for both England and Bayern Munich #9 will also be the total number of US Gov Space/Defense contracts that AST SpaceMobile will have after winning a Golden Dome award"
X Link @spacanpanman 2025-10-15T19:23Z 33.4K followers, 3337 engagements
"$MFI: MF International files a hefty $700M mixed shelf to provide capital raising flexibility for whatever transaction is being contemplated. Given the owner's background and size of shelf it seems like a cypto-related transaction is in the works"
X Link @spacanpanman 2025-09-12T20:56Z 33.4K followers, 9251 engagements
"$ASTS: $SBAC one of the world's largest wireless tower cos selling its entire Canadian tower business to a PE firm. One thing I've learned from the Ligado deal - many PE firms are unaware how ASTS is going to reshape the industry. GREAT SALE BY SBA"
X Link @spacanpanman 2025-08-05T12:38Z 33.4K followers, 7519 engagements
"@brian_armstrong What could possibly go wrong"
X Link @spacanpanman 2025-10-11T13:25Z 33.4K followers, 11K engagements
"$IRDM: Why is Iridium down so much IRDM runs its entire service on 8MHz of 1.6GHz L-Band spectrum - both uplink and downlink. IRDM has generated a ton of free cashflow over the years but spent it all on share buybacks and dividends instead of investing in spectrum satellites and/or partnerships Instead of "Go to where the puck is going" Iridium took a multi-year "CapEx holiday" to appease investors on the road to potential extinction"
X Link @spacanpanman 2025-09-10T20:10Z 33.1K followers, 11.8K engagements
"$TE: T1 Energy seeing more investor interest and the insatiable appetite of AI will require all sources of energy production. T1 is a US manufacturer of solar modules cells panels as well as solar and battery storage supply chain solutions. BTW - US tariffs on Chinese solar imports has helped US mfgs like $FSLR and $TE"
X Link @spacanpanman 2025-10-09T12:44Z 33.4K followers, 19.4K engagements
"$ASPI: I have been building a position back in ASPI over the last few days and it looks like the cat is out of the bag. I heard that today Morgan Stanley added $ASPI to a focus list with a X% weight (if someone can find the report pls send). @zerohedge also highlighted ASPI today. I'll be following this one closely. ASPI will be separating into two companies later this year/early 2026 one focused on uranium enrichment and another on medical isotopes and semiconductor silicon-28"
X Link @spacanpanman 2025-10-10T16:00Z 33.4K followers, 21.7K engagements
"@AST_SpaceMobile MANY MORE COMING SOON"
X Link @spacanpanman 2025-10-12T12:30Z 33.4K followers, 1296 engagements
"$KRMN: Karman initiated with a Strong Buy at Raymond James Raymond James analyst Brian Gesuale initiated coverage of Karman with a Strong Buy rating and $XXX price target. Karman is a merchant supplier of highly engineered propulsion interstage and payload protection systems to the defense and space industry the analyst tells investors in a research note. The firm says the company is the most profitable in the defense ecosystem with margins two-times higher than its most profitable peer. Raymond James also expects Karman to post the fastest organic growth through 2027 at XX% annually. It"
X Link @spacanpanman 2025-09-05T14:20Z 33.3K followers, 4360 engagements
"$TE: If you believe that AI is going to drive insatiable demand for power even owning solar names makes sense. The world is going to have to draw on every type of energy generation to meet demand. T1 energy is an emerging US producer of solar cells and modules. Keep an eye on it"
X Link @spacanpanman 2025-10-06T15:32Z 33.4K followers, 18.7K engagements
"$ASTS: BIG PLANE ENERGY IN MIDLAND TX"
X Link @spacanpanman 2025-10-11T20:41Z 33.2K followers, 14.9K engagements
"$ASTS: CARLOS SLIM'S AMERICAN MOVIL MAKES STRATEGIC INVESTMENT IN AST SPACEMOBILE - CAMPESTRE By Crisstian Villicana - 9/21/2025 The Mexican telecommunications company Amrica Mvil has decided to strengthen its investments in the United States China and Europe. Carlos Slim the corporation's president carried out a multi-million dollar transaction worth $XX billion with AST SpaceMobile (USA) as well as with various companies in China and Europe. With this investment AST SpaceMobile will gain even greater strength and expansion in its country by establishing commercial relations with Amrica Mvil"
X Link @spacanpanman 2025-09-22T03:36Z 33.4K followers, 97.9K engagements
"$ASTS: VERIZON CFO: XX% OF NEW ACCOUNTS TAKE PRICER UNLIMITED PLANS I believe VZ & AT&T will incorporate ASTS into their premium plans Verizon: 121M US subs x XX% prem = 33M subs x $5/mo to AST x 33M = $165M/mo x XX mo = $2B of revenue for $ASTS"
X Link @spacanpanman 2025-10-15T16:07Z 33.4K followers, 11.6K engagements
"$ASTS: So many great stories among SpaceMob. Thanks @AbelAvellan @scottwisniews and @AST_SpaceMobile for all your hard work 🙏"
X Link @spacanpanman 2025-10-09T01:58Z 33.4K followers, 13.9K engagements
"@DavidThund27020 @Space2Terra @EchoStar @SpaceX @ErgenCharlie1 your takes age like milk"
X Link @spacanpanman 2025-10-08T20:11Z 33.4K followers, XXX engagements
"$GSRT: Terra Innovatum will become ➡ $NKLR soon By my calculations the float should be about 11.7M shares which includes 6.7M shares post redemption 1.7M redemption reversals and 3.3M rights which will become shares at closing. The company has $130M of funding to get through NRC licensing process and to build its first demo SOLO reactor. The slide below is stale as sector market caps are now: $OKLO: $19.5B $SMR: $10.9B $NNE: $2B $HOND: $1.8B $GSRT / $NKLR: $515M I believe there will be about 36.7M shares outstanding once $GSRT becomes $NKLR. That equates to a $515M market cap using $XX per"
X Link @spacanpanman 2025-10-08T18:37Z 33.4K followers, 23.4K engagements
"@PiranhaCapital @khalfaguliyev @DragonMaxGoku yep it's a no brainer add. Customer acquisition costs can be a few hundred per subscriber"
X Link @spacanpanman 2025-10-15T16:38Z 33.4K followers, XXX engagements
"$EOSE: Eos Energy price target raised to $XX from $XX at Stifel Stifel raised the firm's price target on Eos Energy to $XX from $XX and keeps a Buy rating on the shares. Eos shares have trended sharply higher over the past several weeks which the firm sees as likely due to both expected progress at its Turtle Creek manufacturing facility and market enthusiasm around power generation demand and storage needs for AI/data centers. While the firm expects Q3 results "to be a nonevent" it is increasingly confident in Eos' progress the analyst tells investors"
X Link @spacanpanman 2025-10-15T10:50Z 33.4K followers, 7669 engagements
"$ASTS: AST SpaceMobile's transaction with Ligado for 45MHz of L-Band spectrum covering the US and Canada has been confirmed by the US bankruptcy judge. AST Ligado and Inmarsat will seek regulatory approval from the FCC which is expected in 1H 2026"
X Link @spacanpanman 2025-09-22T19:33Z 33.4K followers, 74.3K engagements
"2/ $RKLB: If Bloomberg or the Wall Street Journal run a story that the US Government in considering a 5-10% passive equity investment in Rocket Lab where would shares trade"
X Link @spacanpanman 2025-10-13T14:00Z 33.4K followers, 4907 engagements
"$RKLB: ROCKET LAB IS BIG IN JAPAN. CONGRATS Rocket Lab Secures Multiple Launches with Japan Aerospace Exploration Agency (JAXA) LONG BEACH Calif. Oct. XX 2025 (GLOBE NEWSWIRE) -- Rocket Lab Corporation (Nasdaq: RKLB) (Rocket Lab or the Company) a global leader in launch services and space systems today announced it has signed a direct contract for two dedicated Electron launches with the Japan Aerospace Exploration Agency (JAXA) signifying the criticality of Electron to international space agencies requiring responsive launch and dedicated access to space. Launching from Rocket Lab Launch"
X Link @spacanpanman 2025-10-10T12:29Z 33.4K followers, 11.2K engagements
"$ASTS: If Bloomberg or the Wall Street Journal run a story that the US Government in considering a 5-10% passive equity investment in AST SpaceMobile where would shares trade"
X Link @spacanpanman 2025-10-13T13:55Z 33.4K followers, 11.9K engagements
"$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 @spacanpanman 2025-10-09T12:36Z 33.4K followers, 17.2K engagements
"$ASTS: "While investors obsess over quarterly metrics that literally cannot exist for a business still under construction theyre missing the forest from the trees: AST is building the financial equivalent of a global utility that will generate massive recurring cash flows for decades. The question isnt whether AST has revenue today. Rather the real question is whether you can recognize transformative infrastructure before the cash flows become obvious to everyone else." - Ryan O'Connor Crossroads Capital @AboveAvgOdds"
X Link @spacanpanman 2025-10-09T14:57Z 33.4K followers, 41.9K engagements
"$ASTS: Likely strategic partnership incoming - Telenor has XXX million wireless subscribers Telenor and Vodafone Agree Strategic Procurement Partnership"
X Link @spacanpanman 2025-10-01T20:12Z 33.4K followers, 25.2K engagements
"$ASTS: America Movil highlighted that it was evaluating AST SpaceMobile for direct-to-device connectivity in its Q3 and Q4 2024 earnings calls. It also clarified that its partnership with Starlink (and OneWeb) was only for network backhaul to connect rural areas. It's unclear what this article's timing might indicate in terms of a potential investment / commercial agreement beyond existing MOUs"
X Link @spacanpanman 2025-09-22T13:35Z 33.4K followers, 21.5K engagements
"@paulynegbe Stopover in Thailand. Next up is India"
X Link @spacanpanman 2025-10-15T13:14Z 33.4K followers, XX engagements
"$ASTS: Let's discuss the possibility of the US Government taking a stake in AST SpaceMobile Today @ 1:15pm ET"
X Link @spacanpanman 2025-10-13T16:52Z 33.4K followers, 17.2K engagements
"$ASPI: ASPI prices common stock offering at $XXXXX per share ($210.3M gross proceeds / 17167380 shares) If you're looking to enter a position watch the volume to hit around 15-17M shares for an eventual recovery after hedge fund desks flip their allocations. This could vary depending on how many shares were placed with long only accounts"
X Link @spacanpanman 2025-10-15T11:03Z 33.4K followers, 22.2K engagements
"$LAC: Lithium Americas Reaches Agreement with GM and U.S. DOE Regarding First Draw on DOE Loan Lithium Americas Corp. (TSX: LAC) (NYSE: LAC) (Lithium Americas or the Company) today announced that together with General Motors Holdings LLC (GM) its joint venture (the JV) partner in the Thacker Pass lithium project (Thacker Pass or the Project) the Company has reached a non-binding agreement in principle (the First Draw Terms) with the U.S. Department of Energy (the DOE) to advance the first draw of $XXX million (the First Draw) on the previously announced $XXXX billion DOE loan (the DOE Loan)."
X Link @spacanpanman 2025-10-01T04:03Z 33.3K followers, 5393 engagements
"@kingtutcap Congrats on the call"
X Link @spacanpanman 2025-10-13T15:04Z 33.3K followers, 1852 engagements
"$ASTS: Abel speaking to +50 Global MNO partners as commercial service is launched AT&T Verizon Vodafone Bell Canada Rakuten Saudi Telecom Telefonica Telecom Argentina TIM Zain Orange VI Claro America Movil And many more"
X Link @spacanpanman 2025-10-02T14:25Z 33.4K followers, 12.8K engagements
"$ASTS: I've been told WE'RE NOT BULLISH ENOUGH @AboveAvgOdds of Crossroads Capital will be publishing one of the most comprehensive and impactful AST SpaceMobile research reports that I've read since @thekookreport's magnus opus "the DD" It'll be widely shared with institutional investors in the coming days"
X Link @spacanpanman 2025-10-08T16:08Z 33.4K followers, 54.9K engagements
"@SJAHP1947 @grok Homie use your brain. No need for AI to figure this one out"
X Link @spacanpanman 2025-10-12T16:17Z 33.3K followers, 1199 engagements
"@FriendlyCapMgmt Sorry to hear. For a while $SOC looked like a big winner. I believe @tottaway22 tried to talk a few guys out of it given knowledge of the industry. Eventually he gave up"
X Link @spacanpanman 2025-10-14T19:51Z 33.4K followers, 3256 engagements
"$PGY: Pagaya Closes AAA-Rated $XXX Million RPM ABS with Strategic Funding Partner One William Street"
X Link @spacanpanman 2025-10-06T12:09Z 33.4K followers, 43.4K engagements
"China headlines taking market lower"
X Link @spacanpanman 2025-10-10T15:00Z 33.4K followers, 19.4K engagements
"$RKLB: Morgan Stanley Raises Rocket Lab Price Target to $XX from $XX Maintains Equal Weight "We increase our PT to $XX as we revisit valuation and flow through model updates. RKLB in our view is an earlier-stage alternative to SpaceX and our new valuation construct takes cues from SpaceX's implied value. We see notable tailwinds for RKLB but much appears priced in today. Maintain EW. " yeah. they're slow"
X Link @spacanpanman 2025-10-13T11:50Z 33.4K followers, 45.4K engagements
"$POWI + $NVDA: I bought a tiny spec position. Looking at the chart seems like this one can really rebound. Power Integrations says collaborating with Nvidia on transition to XXX VDC power Power Integrations (POWI) outlined the benefits of its PowiGaN gallium-nitride technology for XXX VDC power architectures in a new white paper published at the 2025 OCP Global Summit in San Jose where Nvidia (NVDA) provided an update on the XXX VDC architecture. Power Integrations is collaborating with Nvidia to accelerate the transition to XXX VDC power and megawatt-scale racks the company stated. "With"
X Link @spacanpanman 2025-10-13T15:34Z 33.4K followers, 10.1K engagements
"$ASTS $META $VOD: AST SPACEMOBILE🤝META🤝VODAFONE + EUROPE SATCO JV"
X Link @spacanpanman 2025-10-08T15:36Z 33.2K followers, 12.3K engagements
"$ASTS: Special after hours edition"
X Link @spacanpanman 2025-10-10T22:00Z 33.4K followers, 29.6K engagements
"2/ $POWI: I may hold onto this position longer. Seems like a great way AI data center demand"
X Link @spacanpanman 2025-10-13T20:22Z 33.4K followers, 4020 engagements
"$ASTS: "Whats emerged around AST SpaceMobile is more than just a shareholder base its a community. The SpaceMob is an eclectic mix of RF engineers satellite hobbyists private investorsand space nerds who rather than chasing meme-stock theatrics bring both genuine technical chops and conviction to the table. Think of it as a cult following but one fluent in spectrum charts orbital mechanics and the fine print of 3GPP standards. This unlikely group has become both a proprietary expert network and sounding board for us during our ongoing due diligence-- which candidly amounts to almost a"
X Link @spacanpanman 2025-10-13T13:29Z 33.4K followers, 17.9K engagements
"$ASTS: BELL CANADA CEO MIRKO BIBIC HIGHLIGHTS AST SPACEMOBILE AT 2025 INVESTOR DAY WITH SERVICE EXPECTED TO BE ROLLED OUT IN 2026 "Over the summer we achieved a major milestone. In collaboration with AST SpaceMobile we completed Canada's first space-based direct-to-cell 4G voice-over LTE call broadband data transmission and video stream. This success lays the groundwork for Bell's planned rollout of space-based direct-to-cell service in 2026. And that's going to extend coverage into Canada's most challenging areas. When commercially available this technology will enhance public safety support"
X Link @spacanpanman 2025-10-15T14:00Z 33.4K followers, 6639 engagements
"$PGY: QE is coming"
X Link @spacanpanman 2025-10-14T17:40Z 33.4K followers, 6545 engagements
"$ASTS: 🚨Fairwinds Technologies is a key strategic partner for AST SpaceMobile: BIG THINGS ARE COMING Fairwinds Technologies and Fairlead Form Strategic Alliance to Deliver Multi-Domain Adaptive Autonomy for the U.S. Navy Marine Corps and Space Force Key excerpts: + Non-Terrestrial Network (NTN) tactical satellite communications for high-throughput low-latency data secure voice and real-time video at the tactical edge enabling resilient interoperable connectivity in dynamic and denied environments + Space-based mobile broadband for defense delivers secure high-speed communications to mobile"
X Link @spacanpanman 2025-10-14T14:32Z 33.4K followers, 25.2K engagements
"@eliant_capital GS Hedge Fund VIP vs. Most Short"
X Link @spacanpanman 2025-10-15T10:29Z 33.4K followers, XXX engagements
"$ASTS: 🚨TIME MAGAZINE BEST INVENTIONS OF 2025 - AST SPACEMOBILE BLUEBIRD SATELLITE AST SpaceMobile BlueBird - Ultra-fast internet beamed from space While other space-internet empires are being built with thousands of small satellites Abel Avellan is taking a different approach. "For a true broadband experience you can only solve that with size" says Avellan founder and CEO of AST SpaceMobile which produces satellites with the largest commercial antennas ever deployed in low-Earth orbit. Five of its BlueBirds are already circling and even larger satellites planned for launch in the coming"
X Link @spacanpanman 2025-10-09T16:29Z 33.4K followers, 28.7K engagements
"$TLGYF: StablecoinX which is going public later this year will become Ethena's validator and infrastructure business for the Ethena ecosystem - primarily consisting of stablecoins USDe and USDtb. StablecoinX has raised $890M in PIPE financing and will hold over X billion Ethena tokens at close. This one continues to be under the radar"
X Link @spacanpanman 2025-10-06T14:47Z 33.3K followers, 6990 engagements
"@SpecialSitsNews Two words: MICHAEL WILSON"
X Link @spacanpanman 2025-10-13T10:09Z 33.2K followers, XXX engagements
"@DWDInvesting I have no idea what point youre trying to make here. Honestly no idea"
X Link @spacanpanman 2025-10-14T21:47Z 33.4K followers, XXX engagements
"$GSRT ➡ $NKLR: Terra Innovatum goes effective tomorrow October 10th"
X Link @spacanpanman 2025-10-09T19:27Z 33.2K followers, 8570 engagements
"$ASTS $GSAT $IRDM: 📡🛰📶🤳 Direct-to-Device Connectivity Landscape"
X Link @spacanpanman 2025-09-12T13:27Z 33.4K followers, 37K engagements
"$ASTS: AST SPACEMOBILE: TRANSFORMING HOW THE WORLD CONNECTS I watched this AST video from 2021 on the way back from taking our child to school and became overwhelmed with emotion. AST is going to lift people out of poverty and bring us closer together"
X Link @spacanpanman 2025-10-10T12:44Z 33.4K followers, 13.7K engagements
"$ASTS: Fools. Bureaucratic fools. They dont know what theyve got there. - Indiana Jones "The greatest treasure hunters in history from Heinrich Schliemann discovering Troy to Howard Carter uncovering King Tuts tomb all shared one crucial trait: they could see value where others saw only risk myth or impossibility. They understood that the greatest discoveries require you to see reality as it is rather than what you wish it would be and to think for yourself when venturing where others fear to tread. Right now today AST SpaceMobile sits in that government warehouse metaphorically speaking"
X Link @spacanpanman 2025-10-09T15:19Z 33.2K followers, 10.2K engagements
"$ASTS: Verizon and XXX% Connectivity - A Paradigm Shift Come Join Today10/8 @ 8:30AM ET"
X Link @spacanpanman 2025-10-08T12:03Z 33.4K followers, 9760 engagements
"$ASTS: 🚨AST SPACEMOBILE ANNOUNCES DEFINITIVE COMMERCIAL AGREEMENT WITH VERIZON TO SUPPORT SPACE-BASED CELLULAR BROADBAND ACROSS THE CONTINENTAL US Agreement to provide space-based direct-to-device connectivity to everyday cell phones further expands strategic partnership announced in May 2024 MIDLAND Texas--(BUSINESS WIRE)--AST SpaceMobile Inc. (AST SpaceMobile) (NASDAQ: ASTS) the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones designed for both commercial and government applications today announced the signing of a"
X Link @spacanpanman 2025-10-08T11:48Z 33.4K followers, 72.8K engagements
"$EOSE: Congrats to shareholders that had conviction and held NGL I am a big dummy for not seeing the importance of industrial scale energy storage and management in the age of AI. Thematically it makes a ton of sense"
X Link @spacanpanman 2025-10-13T15:08Z 33.4K followers, 13.3K engagements
"$ASTS: Scott Wisniewski Bloomberg Interview: "We actually have investment from about X different MNOs around the world" AT&T ✅ Bell ✅ Rakuten ✅ Verizon ✅ Vodafone ✅ So which MNO is #6 America Movil or Saudi Telecom"
X Link @spacanpanman 2025-10-03T13:38Z 33.4K followers, 21.1K engagements
"$ASTS: I did 100x pushups"
X Link @spacanpanman 2025-10-15T13:47Z 33.4K followers, 6935 engagements
"$ASTS: Whos buying shares at $XXX to celebrate I am"
X Link @spacanpanman 2025-10-15T09:57Z 33.4K followers, 12.7K engagements
"$ASTS: Let's keep it simple. On 7/25/24 AST SpaceMobile announced the Block-1 BlueBirds were ready to ship and the stock popped +25% that day. The stock continued to rally +193% to hit an intraday high of $XXXXX on 8/21/24 in anticipation of launch. On 9/12/24 AST confirmed the successful launch of the Block-1 BlueBirds and the stock closed at $XXXXX which was +61% higher than on 7/25/24. Using the closing price today of $XXXXX and applying the same +61% appreciation gets you to $XXXXX. Now obviously AST is much further along in terms of capital regulatory spectrum and of course kicking off a"
X Link @spacanpanman 2025-10-01T02:43Z 33.4K followers, 64.4K engagements
"$ASTS: Abel at Midland TX HQ announcing Verizon Definitive Commercial Agreement at Tuesday morning employee meeting"
X Link @spacanpanman 2025-10-08T13:32Z 33.4K followers, 17.3K engagements
"$ASTS: $XXX is going to happen this week"
X Link @spacanpanman 2025-10-15T01:26Z 33.4K followers, 29.8K engagements
"@BrettKrieger12 @brian_armstrong 💯"
X Link @spacanpanman 2025-10-11T21:31Z 33.1K followers, XXX engagements
"$TE: A BIG NUGGET was dropped in multi-year supply agreement with Nextracker $NXT announced today Ross Heiman VP of Engineering at Clearway Group $CWEN is quoting the release and is pictured at T1 Energy's 5GW Dallas Plant Why does it matter Clearway Group co-founded the US Solar Buyer Consortium and committed to purchase XX GW of crystalline-silicon modules per year ($6B) to support domestic manufacturing Ross' quote: Clearway applauds Nextrackers technology and manufacturing program to bring next-generation American-made steel module frames to support the domestic photovoltaics (PV)"
X Link @spacanpanman 2025-10-15T16:43Z 33.4K followers, 4078 engagements
"$ASTS $GSAT $IRDM: 📡🛰📶🤳 Direct-to-Device Connectivity Landscape Added "Satellite Manufacturer" row highlighting that both AST SpaceMobile and Starlink design and manufacture satellites inhouse while legacy players rely on outsourcing"
X Link @spacanpanman 2025-09-12T13:39Z 33.4K followers, 41.5K engagements
"$ASTS: Guys I spotted Scott aboard the Antonov this morning on his way to pick up BlueBird X and 7"
X Link @spacanpanman 2025-10-11T12:47Z 33.2K followers, 9084 engagements
"@DavidThund27020 @EchoStar @ErgenCharlie1 How's that pair trade working out for you buddy Long $SATS and Short $ASTS as of 9/15 right"
X Link @spacanpanman 2025-10-02T20:46Z 33.1K followers, 3099 engagements
"$ASTS: Yes I think AST SpaceMobile is critical to US National Security and will draw strategic investment and/or awards in the coming quarters. JPMorgan Vows to Plow $XXX Trillion Into US Security Industries (Bloomberg) -- JPMorgan Chase & Co. vowed to funnel $XXX trillion into industries that bolster US economic security and resiliency over the next XX years an initiative that will invest billions of dollars in companies and hire bankers and other professionals. The campaign will ramp up the amount of capital resources and personnel that the largest US lender already dedicates to a variety"
X Link @spacanpanman 2025-10-13T13:02Z 33.4K followers, 25.7K engagements
"$ASTS: "Satellite Emerges as Important Differentiator" - Bloomberg Carriers Look to New Management Broadband to Extend Growth Telecom carriers' 3Q earnings calls will likely focus on how they plan to counter elevated promotion amid market saturation. New CEOs at Verizon and T-Mobile are likely to bring changes with investors listening for any shift in strategic priorities. While broadband remains a big engine of growth emerging direct-to-cell satellite services could soon add to revenue and will likely be a key topic. "The carriers' ability to offer direct-to-cell (DTC) satellite coverage is"
X Link @spacanpanman 2025-10-13T11:56Z 33.4K followers, 9560 engagements
"$ASTS: Shorts are slowly covering their positions. Let's assume 8M shares are hedges for convert arbs. That leaves only 30M more shares to cover. Enjoy 10/14: 38.9M 10/13: 41.6M 10/10: 41.5M 10/9: 40.7M 10/8: 42.1M 10/7: 44.3M 10/6: 43.9M 10/3: 46.4M 10/2: 47.7M 10/1: 49.4M"
X Link @spacanpanman 2025-10-15T13:10Z 33.4K followers, 7632 engagements
"$ASTS: AST has flown the Block X satellites spaced very far apart except for two. These two Bluebirds were flown XX km apart for about a year and if you use some fancy physics/engineering tricks you can create a radar with a synthetic aperture of XX km A large radar aperture is important for two reasons: 1) The beamwidth of a radar is wavelength divided by aperture diameter. A larger aperture produces a narrower beam which means smaller details can be distinguished. Using assumptions gleaned from ASTs regulatory filings these two Bluebirds can provide 5-to-10-meter resolution of objects."
X Link @spacanpanman 2025-10-14T15:36Z 33.4K followers, 17.3K engagements
"$ASTS: Antonov and BlueBird X are BIG IN JAPAN Just landed at Narita"
X Link @spacanpanman 2025-10-14T04:05Z 33.4K followers, 14.7K engagements
"$TE: Patience paying off so far. I think solar will continue to garner more investor interest to help plug the massive near- to medium-term supply gap needed to meet growing AI demand. Modular nukes are many years away"
X Link @spacanpanman 2025-10-15T12:06Z 33.4K followers, 7401 engagements
"$ASTS: This is pretty insane. The execs definitely KNOW WHAT THEY OWN"
X Link @spacanpanman 2025-10-14T18:15Z 33.4K followers, 17.9K engagements
"@AST_SpaceMobile @scottwisniews"
X Link @spacanpanman 2025-10-02T21:14Z 33.4K followers, 2695 engagements
"$TE: T1 MAKES STRATEGIC INVESTMENT IN TALON DEVLOPER OF 4.8GW TOPCON SOLAR CELL MFG FAB "The T1 and Talon projects are examples of American companies investing in American energy supported by President Trumps OBBBA and 45x tax credits. The Texas projects are expected to reshore jobs and deliver power to meet rising electrical demand driven by AI industrialization and residential load growth." T1 Energy Makes Strategic Investment in Talon Investment in private company developing solar cell fab supports higher-margin domestic content sales creates jobs and advances energy security AUSTIN Texas"
X Link @spacanpanman 2025-10-10T11:13Z 33.4K followers, 12.2K engagements
"$ASTS: Last night our cat told me that when BlueBird X touches down in India this week the stock will hit $XXX. Do you think he's right"
X Link @spacanpanman 2025-10-13T10:49Z 33.4K followers, 34.9K engagements
"$SATS: EchoStar Urged by US to Sell Spectrum to Settle Squatting Claim 2025-07-30 19:38:53 GMT By Kelcee Griffis and Reshmi Basu (Bloomberg) -- EchoStar Corp. the broadband company thats missed debt payments is being pushed by federal regulators to sell some of its airwaves to address concerns it has failed to put valuable slices of wireless spectrum to use. Brendan Carr chairman of the Federal Communications Commission wants the company to seek a sale of licenses in the so-called AWS-4 band according to people with knowledge of the matter. Carr has presented his best and final offer to"
X Link @spacanpanman 2025-07-30T19:45Z 33.3K followers, 31K engagements
"$ASTS: Skate to where the puck is going not where it has been. - Wayne Gretzky #99"
X Link @spacanpanman 2025-10-14T19:16Z 33.4K followers, 7311 engagements
"In the early days @thekookreport and I did our best to bring awareness to ASTS any way we could. Once we were introduced to some bigwig at the United Traders discord. We pitched him on ASTS for 20-30 mins like he was the Wizard of Oz and we were the Tin Man and Lion. XX mins into it I thought to myself "am I really doing this" lol"
X Link @spacanpanman 2025-07-30T02:21Z 33.4K followers, 8087 engagements
"$ASTS: 🏄 @thekookreport AST SpaceMobile Week in Review is out. I have a feeling these are going to get more and more jammed packed in the coming weeks. There are some massive catalyst right around the corner 😉"
X Link @spacanpanman 2025-10-10T19:45Z 33.4K followers, 11.3K engagements
"2/ $ASTS: Here's the AST SpaceMobile section lifted from XX West Advisor's Q3 letter: AST SpaceMobile Photons experience neither time nor distance2. A photon is emitted from the sun and absorbed by your eye in the same moment. How cool is that Photons are also the fundamental carrier of the electromagnetic field and the medium through which information moves across the universe. Why mention photons Because as investors it is important to understand what a company actually does not just what it is commonly perceived to do. Was Amazon (AMZN-US) an online retailer No Amazon sells massive"
X Link @spacanpanman 2025-10-08T02:34Z 33.2K followers, 17K engagements
"$ASTS:🚨 BANK OF AMERICA RESEARCH RAISES AST SPACEMOBILE PRICE TARGET TO $XX FROM $XX MAINTAINS NEUTRAL RATING"
X Link @spacanpanman 2025-10-08T11:08Z 33.4K followers, 24.2K engagements
"$GSRT: Added on the dip today for this spec trade. Shareholders of $GSRT just approved the merger. Terra Innovatum will trade under the ticker $NKLR in the coming days"
X Link @spacanpanman 2025-10-07T16:35Z 33.2K followers, 6746 engagements
"$ASTS: "The question investors should be asking themselves with respect to AST is what happens when youre still in the process of building the infrastructure itself Consider this absurdity: No rational investor would value a partially constructed oil pipeline based on its current lack of revenue. Only an absolute dimwit would dismiss the Alaska Pipeline as worthless because it generated zero cash flow during construction then suddenly recognize its value only after oil began flowing. The pipelines worth was always its future cash-generating capacity not its current operational metrics. And of"
X Link @spacanpanman 2025-10-09T14:49Z 33.4K followers, 35.5K engagements
"Margining highly volatile assets is the assured path to financial ruin. Margin should only be used very sparingly for short periods to take advantage of mispricing or dislocations where you believe you have real edge"
X Link @spacanpanman 2025-10-11T12:09Z 33.4K followers, 11.8K engagements
"$TE: Just found this video tour of T1 Energy's G1 Dallas mfg plant w/ Nextracker $NXT and Conway Energy $CWEN. Only had XX views when I watched it. We're so early"
X Link @spacanpanman 2025-10-15T18:18Z 33.4K followers, 5524 engagements
"$LAC: I picked up a small trading position at $XXXX Trump administration looking to take a XX% equity stake in Lithium Americas. Thinking this follows $MP route. Reuters Link:"
X Link @spacanpanman 2025-09-23T20:19Z 33.4K followers, 15.1K engagements
"$ASTS: "D2D will be bigger than you think" - Fierce Network / Joe Madden Service revenue for direct-to-device (D2D) communications will grow at a phenomenal rate over the next five years. Were starting from a small revenue base today but my survey of satellite and mobile operators points to more than XXX% growth every year through 2030. While some of this growth will come from the text and light data applications that have already been announced thats not the part that catches my interest. Thats an exercise in extending the best-effort network into dead zones. Im more focused on what"
X Link @spacanpanman 2025-10-10T17:22Z 33.4K followers, 8917 engagements
"$ASTS: 🚨AST SPACEMOBILE BLUEBIRDS X AND X TO BE AIRLIFTED OVER THE WEEKEND Midland International Air & Space Port appears to have let the BlueBird out of the bag. Both BlueBird X and X are ready to be airlifted. There is an Antonov currently enroute to Midland that will pick up BOTH satellites and drop one off in Florida and India"
X Link @spacanpanman 2025-10-10T14:45Z 33.4K followers, 86.3K engagements
"$ASTS: Short sellers trying to cover "gently" and not squeeze the stock up. The June low for short interest was 33M so at least 8M more shares to go. 🤷♂ 10/9: 41.5M 10/8: 42.1M 10/7: 44.3M 10/6: 43.9M 10/3: 46.4M 10/2: 47.7M 10/1: 49.4M"
X Link @spacanpanman 2025-10-10T13:33Z 33.4K followers, 8646 engagements
"$ASTS: Antonov AN-124 carrying BlueBird X taking off from Anchorage Alaska earlier today. It should touchdown in about two hours (11:21PM ET) at Narita Airport Japan. Credit: VariationAnxious1950 (Reddit)"
X Link @spacanpanman 2025-10-14T01:26Z 33.4K followers, 19.1K engagements
"@VerizonNews @Verizon DAN IS OUR MAN"
X Link @spacanpanman 2025-10-08T15:42Z 33.4K followers, XXX engagements
"$LUNR: As I've said before every space co should be doing a convert to raise capital. $LUNR doing an overnight $250M convert offering through Cantor. Initial price talk: 2.25-2.75% coupon 22.5-27.5% initial conversion premium X Yr Maturity"
X Link @spacanpanman 2025-08-13T21:00Z 33.3K followers, 10.7K engagements
"Testosterone is THE most important hormone for men. But men in 2025 have almost XX% less than we did XX years ago. Here is a guaranteed way you can unlock your testosterone (without drugs): Buy shares of $ASTS 💪 (this is humor btw)"
X Link @spacanpanman 2025-10-06T13:50Z 33.4K followers, 17.9K engagements
"$ASTS: "Within the next few weeks $ASTS will begin a launch campaign to put XX Bluebird satellites into orbit through the end of 2026. ASTs end state may very well be as one of the greatest businesses in the history of capitalism." -Toan Tran 10WestAdvisors"
X Link @spacanpanman 2025-10-12T16:13Z 33.4K followers, 29.7K engagements
"$ASTS: What's another sector where the Trump Administration wants the equivalent of "Operation Warp Speed" vs. an increasingly combative China (pun intended) "BESSENT ON SUPPLY CHAINS RARE EARTHS: GOING TO DO EQUIVALENT OF OPERATION WARP SPEED TO TACKLE PROCESSING""
X Link @spacanpanman 2025-10-13T18:27Z 33.4K followers, 12.4K engagements
"$ASTS: 🚨FORGET STARLINK VERIZON IS ALL IN ON AST SPACEMOBILE FOR SATELLITE PHONE SERVICE - PC MAG As SpaceX races to dominate satellite-to-phone services Verizon is doubling down on rival AST SpaceMobile instead. On Wednesday Verizon announced it had signed a commercial agreement with the Texas-based AST SpaceMobile to supply satellite-to-phone connectivity starting next year. Terms were kept under wraps. But the agreement promises to give Verizon customers a new way to remain connected in cellular dead zones by tapping ASTs orbiting satellites which have been designed to power voice and"
X Link @spacanpanman 2025-10-08T19:07Z 33.4K followers, 33K engagements