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@keyesmn "Bell just showed the model. Verizon and AT&T already have spectrum ties. If they follow AST becomes the space layer for every major carrier. 📶🛰 The TAM here isnt sci-fi its about to go live. Adding @redrum_2001 since I'm a firm believer in his long term price target"
X Link @keyesmn 2025-10-15T14:34Z XXX followers, XXX engagements

"@redrum_2001 It's an older source but the growth of new/switchers defaulting to premium plans means this trend might be even higher. From the VZ CFO:"
X Link @keyesmn 2025-10-15T14:38Z XXX followers, XX engagements

"AT&T + Verizon have about XXX million wireless subs combined. Roughly XX% are on top-tier plans thats XX million Americans whod likely get satellite-to-phone service included"
X Link @keyesmn 2025-10-15T14:34Z XXX followers, XXX engagements

"$ASTS Ive spent years negotiating multi-billion-dollar deals at Fortune 100s. Heres an admittedly CRAZY theory on why AST SpaceMobile hasnt announced Verizon yet and why the delay might actually be a master plan. 👇"
X Link @keyesmn 2025-10-05T22:25Z XXX followers, 18.4K engagements

"$ASTS $ASTSpacemobile Bell Canada just announced itll include AST SpaceMobile satellite service in its top two wireless plans with others able to add it for $1015/mo. If this model comes to the U.S. the numbers get massive. 🛰👇"
X Link @keyesmn 2025-10-15T14:34Z XXX followers, 15.6K engagements

"Scott has mentioned there are at least XX non-communication use cases the US Government wouldve interested in they may or may not include these. This is just a great example of how the infrastructure is going to enable opportunities and innovation we havent yet considered"
X Link @keyesmn 2025-10-13T18:05Z XXX followers, XX engagements

"AST provides jam-proof navigation when GPS fails key for troops. $2.5B+ open solicitation for PWSA T3 Transport (SDA FA7022-25-R-0001 series) #PNT #SpaceTech"
X Link @keyesmn 2025-10-13T18:05Z XXX followers, XX engagements

"If even XX% of lower-tier users opted in at $1015/mo and AST got half of that ($57.50): adds $11.7B/year more. That pushes the U.S. opportunity above $5B annually"
X Link @keyesmn 2025-10-15T14:34Z XXX followers, XXX engagements