@philliplyle410 Avatar @philliplyle410 Phillip Lyle

Phillip Lyle posts on X about $asts, spacex, in the, constellation the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 11% stocks 10% technology brands 9% countries 7% automotive brands 1% products 1% social networks 1%

Social topic influence $asts #31, spacex 10%, in the 5%, constellation 4%, ai 4%, the first 4%, business 4%, asts 4%, future 3%, company 3%

Top accounts mentioned or mentioned by @astsinvestors @1moresmithhere @michaelaubry @freespeech1017 @astsspacemob @alexfrombabylon @bamboozlenft @drkomputadora @shortmsger @deepvaluedude @nautforprofit @drunkonrumraisn @tmfassociates @cytoplasmicana @stephenellispr @jake84687923117 @asts_investors @ckcapitalxx @petroresearch @tjban31

Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Alphabet Inc Class A (GOOGL) Deutsche Bank Aktiengesellschaft (DB) Boeing Co (BA)

Top Social Posts

Top posts by engagements in the last [--] hours

"1m satellite constellation being built - perhaps slightly more unlikely than golden dome ever being completed. SpaceX is seriously going for 100GW of "AI Inference" from 1M satellite constellation in SSO presumably at 100kW per satellite. No weekend for the space data center crowd. https://t.co/Rsvo75WFZN SpaceX is seriously going for 100GW of "AI Inference" from 1M satellite constellation in SSO presumably at 100kW per satellite. No weekend for the space data center crowd. https://t.co/Rsvo75WFZN"
X Link 2026-01-31T06:44Z [---] followers, [---] engagements

"A new employment review for $ASTS suggests most senior engineers aren't local in Midland among other complaints. "The employees here have developed a fantastic sense of humor to make up for the terrible work conditions." It tracks in the context of possible ongoing production delays. https://twitter.com/i/web/status/2018797722669883828 https://twitter.com/i/web/status/2018797722669883828"
X Link 2026-02-03T21:24Z [---] followers, 14.8K engagements

"He is "paid" with access. Kevin has described how he directly emails and corresponds with contacts at the company and he follows up with reporters and marketing analysts with corrections on behalf of the company (See: Vodafone's original post about D2D capabilities). He filters and moderates info sharing on behalf of the company (multiple examples). You'll also see "Kevin in Canada" be chosen on the business update for questions frequently. He's never uttered a critical word about the company. He's a useful piece for the company to control retail messaging."
X Link 2026-02-05T03:00Z [---] followers, [--] engagements

"More than half of this is wrong. I've corrected it below. Manufacturing: [--] satellites per month from their Texas facility. (No/misleading likely capacity) New Glenn can carry [--] BlueBirds per launch. (No/likely no more than [--] for the foreseeable future initial launches less) 10x the bandwidth capacity of Block [--] satellites. Up to [---] Mbps peak speeds. (No/Missing ASIC. No ETA as to when it will be installed in satellites) 50+ mobile network operators globally with [--] billion combined subscribers $1B+ in hard contracted revenue commitments (Most have not signed DAs and some have defected to"
X Link 2026-02-05T19:31Z [---] followers, [----] engagements

"@CKCapitalxx This is not the first US authorization. They have had plenty of STAs. This just adds BB6+ (which isn't even unfurled) and broadens where testing can happen. It also means that the full approval is likely not imminent. $ASTS"
X Link 2026-02-07T07:18Z [---] followers, [----] engagements

"@chraskalj What exactly was "hate" about my post For some reason you just don't like truth or facts. If you want to believe this is the first time AST can test in the US then sure I mean the MNOs all posted PRs when they did their tests previously. Lol"
X Link 2026-02-07T22:18Z [---] followers, [---] engagements

"Kind of remarkable that Jennifer doesn't know how long an AST satellite is expected to last or how high up they are supposed to be without notes or preparation. 39:12. $ASTS Good discussion of Jennifer Manner Ast Spacemobile's Vice President. Meaningful time lap 02:22 10:05 24:16 39:53 49:53 https://t.co/2RmsE6EpMG https://t.co/N96lLjqd9S Good discussion of Jennifer Manner Ast Spacemobile's Vice President. Meaningful time lap 02:22 10:05 24:16 39:53 49:53 https://t.co/2RmsE6EpMG https://t.co/N96lLjqd9S"
X Link 2026-02-09T13:27Z [---] followers, [----] engagements

"@nautforprofit If TSLA was still struggling to release their first car I'd find it interesting as well"
X Link 2026-02-09T14:07Z [---] followers, [--] engagements

"@petroresearch She signs the FCC filings that have the details.but can't talk about it Okay"
X Link 2026-02-09T21:01Z [---] followers, [--] engagements

"@1MoreSmithHere The description of their use for this spectrum in Egypt doesn't seem to align. 350m US for spectrum for "high capacity" service only to turn around and use it for D2D Seems unlikely"
X Link 2026-02-10T13:34Z [---] followers, [---] engagements

"@Dr_Komputadora No thanks. Anyone buying at [---] is silly"
X Link 2026-02-11T02:35Z [---] followers, [---] engagements

"@Tjban31 @Dr_Komputadora Wasn't around then and I don't make opinions on when to buy/sell. Only mentioned it because they said to buy"
X Link 2026-02-11T02:43Z [---] followers, [--] engagements

"@michaelaubry @realMeetKevin @stripe So they will reverse the charges but you still racked up 50k on your business idea. Who do you think will pay for that It's large enough they will come after you another way"
X Link 2026-02-11T03:59Z [---] followers, [----] engagements

"@michaelaubry @realMeetKevin @stripe Hope it all works out"
X Link 2026-02-11T04:17Z [---] followers, [---] engagements

"@drunkonrumraisn @Dr_Komputadora I don't comment on stock price"
X Link 2026-02-11T06:22Z [---] followers, [---] engagements

"@ASTS_Investors @Dr_Komputadora Was there another account on reddit that was accused of being me Lol. Just add it to the dozens apparently"
X Link 2026-02-11T16:41Z [---] followers, [--] engagements

"@TMFAssociates Not much risk in the immediate term of another major local MNO picking up Starlink IMO. Verizon maybe but I think only if there's another wave of AST delays that push continuous service to 2028"
X Link 2026-02-11T20:11Z [---] followers, [---] engagements

"After correctly emphasizing to Spacemob that space flight websites have no special info for the past year CatSE tries to sell speculation on batch launch. Pretty desperate. $ASTS"
X Link 2026-02-13T03:10Z [---] followers, [----] engagements

"@ASTS_Investors Posting a link to nextspaceflight with Net dates which are not based in anything except community speculation. Yes of course we know there's a batch launch coming. But those dates are meaningless"
X Link 2026-02-13T14:24Z [---] followers, [---] engagements

"@dannyoccs @NesztingerA He didn't emphasize it at all. He could have just said "we know a batch launch is coming at some point". Instead of highlighting Net dates like something is on the official schedule"
X Link 2026-02-13T14:27Z [---] followers, [--] engagements

"So what was the value of posting the website then and highlighting the date Just sharing a link Later he says "a photographer who often has inside knowledge works for that site". He's got a thread full of confused questions with people thinking the date is confirmed. Lol. He also fails to mention the site says it's going to include [--] satellites which is wrong. He's like the rest and won't ever seriously discuss any negatives instead taking the most positive or crazy spins to make something appear positive"
X Link 2026-02-13T14:38Z [---] followers, [---] engagements

"Also reiteration that the company is on track for 45-60 this year which is a preview of the March call where they compress the launch timeline even further to avoid an appearance of delays. $ASTS A big positive and derisk event for $ASTS. They still mislead around the 120mbps/10x capacity language which has been tweaked to say the satellite is "engineered" and "designed" to hit these numbers despite this bird never being capable of this performance. This has A big positive and derisk event for $ASTS. They still mislead around the 120mbps/10x capacity language which has been tweaked to say the"
X Link 2026-02-11T02:30Z [---] followers, [----] engagements

"@ilikefastintern @ASTS_SpaceMob He's not looking for real responses. Of course it works"
X Link 2026-02-13T23:48Z [---] followers, [--] engagements

"@AyeAye_CAPT @shortmsger It was a surprise that they even tried to refurbish the first"
X Link 2026-02-14T21:32Z [---] followers, [--] engagements

"A big positive and derisk event for $ASTS. They still mislead around the 120mbps/10x capacity language which has been tweaked to say the satellite is "engineered" and "designed" to hit these numbers despite this bird never being capable of this performance. This has confused several reporters lately. Also why release this at night AST SpaceMobile Successfully Completes Unfolding of BlueBird [--] the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit https://t.co/gA4cdxPbic https://t.co/fDprUNjg8z AST SpaceMobile Successfully Completes Unfolding of BlueBird [--] the"
X Link 2026-02-11T02:28Z [---] followers, 11.3K engagements

"I'll take space Datacenters for $1000 Alex That completes my bingo card. $ASTS $ASTS I could be totally off but there is a decent probability this may mean some kind of tech licensing or partnership for @blueorigin TeraWave and/or Space AI Data Centers. https://t.co/hiVyCp8SFf $ASTS I could be totally off but there is a decent probability this may mean some kind of tech licensing or partnership for @blueorigin TeraWave and/or Space AI Data Centers. https://t.co/hiVyCp8SFf"
X Link 2026-02-12T04:46Z [---] followers, [----] engagements

"@AnishP144 It's already on top of a [--] month last year tho. My premise has always been that starlink will get their V3 in the air by the time ast gets going. And I do think that matters"
X Link 2026-02-13T18:03Z [---] followers, [---] engagements

"@pjsriman @SnarfMcSnarf @DefinitionsNew @ASTS_Investors @CatSE___ApeX___ The unmodified phone refrain was always overplayed - Starlink also works over existing terrestrial signals (as shown today) and was never exclusive to $ASTS"
X Link 2026-02-15T15:37Z [---] followers, [--] engagements

"@sea_abh @Hundreddude @aJackBurton The failure is the fact that they may only have [--] launch (FM1) instead of the [--] they promised by end of March. And this promise was just reiterated in early December"
X Link 2026-02-15T22:00Z [---] followers, [--] engagements

"As I wrote FM2 was always realistically March at the earliest. Could slip into April. Additionally it's now very unlikely that we will see a batch composite launch in March. I do think management will try to ship and communicate an April date by the earnings call. My prediction of one batch launch (instead of the [--] promised) by end of March will be wrong. $ASTS $ASTS Changed to NET March [----]. https://t.co/lEmBVq8TWP $ASTS Changed to NET March [----]. https://t.co/lEmBVq8TWP"
X Link 2026-02-13T15:39Z [---] followers, [----] engagements

"I dont think anyone in industry is banking on space-based interceptors surviving into the next admin the second industry representative said. $ASTS https://www.politico.com/news/2026/02/02/trump-golden-dome-missile-defense-00759943 $ASTS - Clear Street showing AST SpaceMobile's revenue exploding from $361 million this year to almost $5 billion by [----] They acknowledge the increasing Golden Dome opportunity AST will capture and dual use case of their Bluebirds: Investment Thesis: Dual-Engine Growth https://t.co/nts8qxNKdY"
X Link 2026-02-16T01:03Z [---] followers, [----] engagements

"@ex_liberal_1990 Medicare and Social Security are going bankrupt in [----] as well"
X Link 2026-02-16T02:04Z [---] followers, [---] engagements

"@ASTS_Investors @FREESPEECH1017 AST is somewhere around 600m-800m with definitive agreements and not the mostly worthless MoUs"
X Link 2026-01-21T22:51Z [---] followers, [---] engagements

"@ASTS_Investors @FREESPEECH1017 The frequencies are there but you would need to launch Block [--] and finish block [--]. So maybe on Bluebird [---]. What year will that be Probably late [----] at best"
X Link 2026-01-22T06:56Z [---] followers, [--] engagements

"For the short term a tiny trade. I almost pulled the trigger at [---] so disappointed at not getting the high. I clearly can't predict this stock but the lack of [--] launch reiteration means they are throwing in the towel on timing"
X Link 2026-01-22T14:41Z [---] followers, [----] engagements

"That's the issue. They generally never do. My previous trades did okay on the whole but I always expected some more realistic timelines to be conveyed. The turning point may be when analysts finally have had enough and start calling them out en mass for significant delays. Could be this call could be later because Abel will just say "But we are ramping in March""
X Link 2026-01-22T14:56Z [---] followers, [---] engagements

"@sgreddit125 Yeah that's why this tiny and I'm not planning to keep it. Already wrong on the day and it's macro driving the move"
X Link 2026-01-22T19:41Z [---] followers, [---] engagements

"No need to feel sad Mike I don't gamble with my entire portfolio and I don't generally comment on the stock. I have a 4x return in my AI portfolio so not hurting. At some point the lack of execution and reduced expectations will catch up but who knows when that will be. Being constantly wrong with your predictions while the space sector and retail meme bails you out doesn't make you right. We weren't arguing over the future of the stock price after all"
X Link 2026-01-22T22:40Z [---] followers, [---] engagements

"@lmgm90 @CytoplasmicANA @grok I'd think you would appreciate my analysis given that I'm one of the few that critically analyzes company timeframes and was largely correct over the past year. Of course if stock price is the only thing that matters then I totally get it. https://x.com/lmgm90/status/1995505288657723431 @endless_frank We can be all the long we want but I'm getting very tired of not being able to commit to one deadline ever. Not gonna change my long term position but will only start taking them serious regarding timeline when they start acting like it. Any fwd guidance I'll just"
X Link 2026-01-23T18:59Z [---] followers, [--] engagements

"@scott_m_powell I don't expect it at all but let's say there was an issue with unfurling. What would the impact be to the stock would you think Massive drop I agree that successful unfurling will likely be a near-term bump"
X Link 2026-01-26T20:53Z [---] followers, [--] engagements

"@1MoreSmithHere Do you think that $ASTS's midband timeframe makes it less likely they receive this allocation They won't launch capable satellites until next year at the earliest. IMO that seems to be a pretty effective argument if I was SpaceX. @CatSE___ApeX___ I was literally just talking about this the other day. I dont know whether or not the filing for 5mhz upload only will be successful but it could really muck things up. @CatSE___ApeX___ I was literally just talking about this the other day. I dont know whether or not the filing for 5mhz upload only will be successful but it could"
X Link 2026-01-26T22:57Z [---] followers, [---] engagements

"You can strongly disagree all you want but the "record" shows he strongly supported the deal. You can speculate that he secretly has reservations. It would be like me saying Carr secretly hates AST. My point on the second statement is that the acquisition and the plans for the spectrum likely had some tacit approvals from the FCC in place prior to being completed. Not that they would have refused to take less than all the spectrum. https://twitter.com/i/web/status/2015995387828699538 https://twitter.com/i/web/status/2015995387828699538"
X Link 2026-01-27T03:48Z [---] followers, [--] engagements

"@1MoreSmithHere I'll be honest here. There's no relevance. You are on a side track"
X Link 2026-01-27T04:14Z [---] followers, [--] engagements

"The other thing to consider is there are reports that the current version of New Glenn might only hold up to 25t. If that ultimately turns out to be correct then it may be [--] bluebirds max depending on the final composite weight but certainly never more than [--]. https://arstechnica.com/space/2024/12/intrigue-swirls-as-blue-origin-races-toward-year-end-deadline-for-new-glenn/ https://twitter.com/i/web/status/2016242567663555007 https://arstechnica.com/space/2024/12/intrigue-swirls-as-blue-origin-races-toward-year-end-deadline-for-new-glenn/ https://twitter.com/i/web/status/2016242567663555007"
X Link 2026-01-27T20:11Z [---] followers, [--] engagements

"@Just1nMKE @TMFAssociates @defiantclient The FCC granted launch authority for [--] "in the public interest" for the time being. Now that the SCS app is on public notice the Firstnet GIA by itself is likely enough to gain approval to launch the rest of the constellation"
X Link 2025-09-06T01:04Z [---] followers, [--] engagements

"Why yes they did. You'd probably expect me to say this is a red flag or bearish but nope. I'll simply say many of the current investors like American Tower aren't in the business of speculating via large amounts of stock ownership so sales are normal. $ASTS $ASTS Did American Tower just sell 2.2M shares 🤔 https://t.co/qlUn00lwWD $ASTS Did American Tower just sell 2.2M shares 🤔 https://t.co/qlUn00lwWD"
X Link 2025-12-10T05:23Z [---] followers, [----] engagements

"What's kind of funny is that if you follow the reference links in that article all the way back to the source. They say it's SpaceX. In reality it's likely just adding the band support for n255/256. AST won't be supporting these bands for another two years when Block [--] is in the air. https://twitter.com/i/web/status/2012902101345571008 https://twitter.com/i/web/status/2012902101345571008"
X Link 2026-01-18T14:57Z [---] followers, [---] engagements

"Sweden says D2D not needed due to robust mobile coverage in the country might be [--] years before it's approved / available. $ASTS Sweden in no rush to roll out satellite direct-to-cell January [--] [----] "Even if coverage over Northern Europe can be resolved there is a risk that only one satellite operator will be able to offer more advanced D2D services in all of Northern Europe. This would mean a Sweden in no rush to roll out satellite direct-to-cell January [--] [----] "Even if coverage over Northern Europe can be resolved there is a risk that only one satellite operator will be able to offer more"
X Link 2026-01-20T01:33Z [---] followers, [----] engagements

"Deutsche Bank says it's important that $ASTS launch at least [--] out of its planned [--] launches by end of March to demonstrate launch acceleration. They are already [--] satellites late (from December) or two launches so it's almost a certainty this is missed. "The next step in realizing future success for ASTS is executing the company's satellite build and launch plan in order to enable a [--] hour continuous commercial service. The company has historically experienced delays in launch plans (as many in the satellite industry have historically especially new entrants) and therefore it is critical"
X Link 2026-01-20T14:38Z [---] followers, [----] engagements

"Why are the composite satellites delayed Could be their normal production delays but these satellites are different from FM-2 and need to use composite to significantly drop the weight. Even if @Defiantclient2 says it's not. I grabbed a screen cap before he deletes it later this year where I said it was "highly unlikely they would be in a 1-2 month Last year" which uh is in the wall of shame for being right. $ASTS @shortmsger @_edu_sm @ztremderf I don't believe this to be true but I do think there will be a gap between the aluminum and composite satellites and that they did accept some risks"
X Link 2026-01-22T14:14Z [---] followers, [----] engagements

"Looks like @endless_frank was finally excommunicated. I'm not going to wade into the politics other than to say any death is a tragedy. It shouldn't have taken this event for him to be called out though. $ASTS"
X Link 2026-01-26T14:41Z [---] followers, 15.8K engagements

"@scott_m_powell You stopped with your call strategy a while back. What's made you resume Do you think it's in a new range"
X Link 2026-01-26T17:29Z [---] followers, [---] engagements

"@FREESPEECH1017 Doesn't SpaceX's own letter say the spectrum range is allocated for the uplink currently"
X Link 2026-01-27T05:48Z [---] followers, [---] engagements

"@1MoreSmithHere @AlexfromBabylon @CytoplasmicANA Is SatCo only MSS Or could Vodafone package up their lowband in UK"
X Link 2026-01-27T17:04Z [---] followers, [--] engagements

"@1MoreSmithHere @AlexfromBabylon @CytoplasmicANA If that's true then BT will go to Starlink because they won't wait multiple years for SatCo midband to be available"
X Link 2026-01-27T17:30Z [---] followers, [--] engagements

"@SpacBobby [--] will not fit in F9 and Blue Origin won't be able to launch 6/7/8 this year. A mid summer BO launch would likely be [--] at best. They are ramping the load"
X Link 2026-01-27T19:45Z [---] followers, [---] engagements

"They have also used language suggesting it would fund the constellation several times in their 10-/K and at least once on a business update. Redrum uses to have it on his chart until I told him they said "potentially support" or "potentially fund". They won't be opex breakeven with [--] BTW. In the Satellite deployment and coverage plans section AST says it plans [--] BlueBird (BB) satellites for noncontinuous service in targeted markets and that operating [--] BB satellites could potentially generate cash flows from operating activities to support building the remaining constellation"
X Link 2026-01-28T12:45Z [---] followers, [--] engagements

"@BlackApple @BassonBrain @Starlink The top two MNOs in India appear to be leaning towards going with Starlink which is like [--] percent. Just a FYI"
X Link 2026-01-28T12:55Z [---] followers, [--] engagements

"@ASTS_SpaceMob Starlink works on every phone so stop misleading. The "modifications" are S band and L band support. Apple chooses to only allow satellite on their iPhone 13+ but that's their choice"
X Link 2026-01-28T13:23Z [---] followers, [---] engagements

"@StanBunghole @ASTS_SpaceMob It is not. Lol. You're really out there. Muted"
X Link 2026-01-28T16:57Z [---] followers, [--] engagements

"@shortmsger @ASTS_Investors It won't go anywhere. It is easy to steer an RFP process. Firstnet was always going to AST"
X Link 2026-01-28T17:56Z [---] followers, [---] engagements

"@WeirdOwlFlying @ASTS_SpaceMob There's a difference between a large mature company and a pre revenue one. Especially before you even go live with service. So no. If people leave after you go live with v1 I wouldn't post about it"
X Link 2026-01-28T18:50Z [---] followers, [--] engagements

"@kap00r @WeirdOwlFlying @ASTS_SpaceMob Aww you care. I appreciate it"
X Link 2026-01-28T19:04Z [---] followers, [--] engagements

"One company has a service and the other doesn't. I'm open about the current limitations about Starlink. Conversely I'm also not going to accept visions of how much better a service is when it's a long way from being deployed. Unfortunately it seems like it will be a year or more before we can really see them side by side. https://twitter.com/i/web/status/2016615807854530583 https://twitter.com/i/web/status/2016615807854530583"
X Link 2026-01-28T20:54Z [---] followers, [--] engagements

"@ASTS_Investors Verizon said it is a niche market"
X Link 2026-01-29T13:39Z [---] followers, [---] engagements

"@ASTS_Investors My "enthusiasm" comment to a long running thread that you didn't read was very early on. Since then we have clear evidence that adoption will be a lot less in the US regardless of carrier"
X Link 2026-01-29T13:46Z [---] followers, [---] engagements

"@ASTS_Investors Posted that I covered it for a profit :)"
X Link 2026-01-29T14:02Z [---] followers, [--] engagements

"@The_SPACTATOR @nuke2astra Full YouTube. As I wrote below after watching and reading the transcript he is likely not talking about "D2D" in this quote but space datacenters. He is bullish on SpaceX D2D as a whole. https://youtu.be/lPXYqPXo_R0si=1gp-qZd6Z-3buxCN https://youtu.be/lPXYqPXo_R0si=1gp-qZd6Z-3buxCN"
X Link 2026-01-29T14:05Z [---] followers, [---] engagements

"@ASTS_Investors Do you think the Vodafone exclusive agreements are likewise a few years expired now When they launch in 2027+ it will be already three years"
X Link 2026-01-29T14:38Z [---] followers, [--] engagements

"Fully owned subsidiary of Orange ("MasOrange") picks Starlink to start D2D services in Spain. $ASTS SpaceX files Direct to Cell Section [----] filing for Operations in Spain with MasOrange. https://t.co/gwAN1RwZZl SpaceX files Direct to Cell Section [----] filing for Operations in Spain with MasOrange. https://t.co/gwAN1RwZZl"
X Link 2026-01-30T06:05Z [---] followers, [----] engagements

"In a dispute between Boeing and Ligado where the former outlined a pattern of stalling on a 55m payment. Boeing also makes an interesting claim that Ligado remains in a "precarious" financial position despite going through BK again (which the US Trustee also mentioned). $ASTS Boeing in a dispute with bankrupt Ligado has asked that the reorganizing satellite business put $55 million in escrow until the matter is resolved. $BA https://t.co/YZNhysmsHK Boeing in a dispute with bankrupt Ligado has asked that the reorganizing satellite business put $55 million in escrow until the matter is"
X Link 2026-01-30T06:59Z [---] followers, [----] engagements

"@FREESPEECH1017 @AlexfromBabylon Orange is busy finishing their Skylo rollout. We will see what they will do after that"
X Link 2026-01-30T14:24Z [---] followers, [--] engagements

"There were plenty that didn't bounce back ever or took [---] years to reach the previous levels. AMD - hit [--] in [----] didnt hit that level again until [----] or you invested it in [----] and it didn't hit that level again until [----]. There's a graveyard of stocks. Those who invest their entire portfolio in 1-2 stocks are taking a risk IMO"
X Link 2026-01-30T18:59Z [---] followers, [--] engagements

"@deepvaluedude Most of the investment is sunk so nothing for a long time. Especially since even on lowband the commitment will be "1 wall sometimes" depending on the structure and certainly at very slow speeds"
X Link 2026-01-31T02:26Z [---] followers, [---] engagements

"@StephenEllis_PR @deepvaluedude What will you do for indoor coverage that suddenly sucks in the area and doesn't penetrate fully into every building Just tell those customers sorry"
X Link 2026-01-31T05:15Z [---] followers, [---] engagements

"@StephenEllis_PR @deepvaluedude Okay so Verizon plays to tell customers they service will get worse in some areas while they retire service. You used to take a call from your kitchen. But now go outside. Got it. Good luck with that"
X Link 2026-01-31T05:18Z [---] followers, [---] engagements

"@StephenEllis_PR @deepvaluedude The original statement was they were going to retire rural towers. Not add redundancy"
X Link 2026-01-31T05:39Z [---] followers, [--] engagements

"I'm facinated with the delusion of your cult and the constant stream of misinformation like what DVD posted. My thesis is that AST is executing too slowly and will not have a significant tech advantage (if at all) by the time they get to scale. So far my thesis is right in track as they are one year delayed and have already missed their [--] launches by Q1 target. Now the company won't likely launching general continuous service until mid [----] at best"
X Link 2026-01-31T06:03Z [---] followers, [--] engagements

"Also there's no "fud" on my profile. I post realistic analysis which is very unusual for Spacemob. There's only two or three people I know who would dare utter words like "delay" or anything remotely negative to the company. I'll call out real major positives as they happen but there's not a lot lately. https://twitter.com/i/web/status/2017480623519363173 https://twitter.com/i/web/status/2017480623519363173"
X Link 2026-01-31T06:10Z [---] followers, [--] engagements

"@TimothyKersha10 @ASTS_Investors No because the quote was supposedly surfaced back in 2022"
X Link 2026-01-31T22:57Z [---] followers, [--] engagements

"@ASTS_Investors @TimothyKersha10 Because it's not sourced silly. Who knows who said it. Could be some guy who was fired after [--] months back in [----]. You keep holding it up tho"
X Link 2026-02-01T02:23Z [---] followers, [--] engagements

"Perhaps I'm missing something but doesn't this also mean that the SCS application is weeks or months away You shouldn't need a STA for [--] days if they receive full approval (which I expect they will eventually receive). $ASTS NON US STA HAS BEEN GRANTED AST SpaceMobile has been granted a [--] day STA for [--] Block [--] and [--] Block [--] for non-US SCS test operations. This is the first grant that involved testing for the Block [--] satellites meaning testing can take place outside the US with BB6. With this https://t.co/bIHYCoqS8M NON US STA HAS BEEN GRANTED AST SpaceMobile has been granted a [--] day STA"
X Link 2026-02-01T13:45Z [---] followers, [----] engagements

"@ASTS_Investors $ASTS did screw this up. Here is the regulation that's referred to for [----] - 40Ghz"
X Link 2026-02-02T19:07Z [---] followers, [----] engagements

"@FTA_023_ Ng4 is not happening in March. I understand the launch STA is [--] days but these things get extended easily"
X Link 2026-02-02T20:03Z [---] followers, [---] engagements

"@grok @Just1nMKE @ASTS_Investors This one is easy to understand. They either meant to say they are operating at 40-42.5 they screwed up the calculation or they need a waiver"
X Link 2026-02-03T02:01Z [---] followers, [--] engagements

"@NotABot_00 They can't switch to $ASTS unless the MNO had low band spectrum. It will be [----] or later before AST had sufficient satellites for midband-only coverage. SpaceX will be on their next generation constellation by then"
X Link 2026-02-03T14:22Z [---] followers, [---] engagements

"@Reformed_Trader Google is an even bigger investor in SpaceX - perhaps having a stake valued at 100b or more once they go public"
X Link 2026-02-03T16:49Z [---] followers, [---] engagements

"@MASORANGE_ES @Starlink Be careful about listening to Kevin Chen who is a paid shill for AST SpaceMobile. He'll rail on SpaceX without disclosing that his supposed better solution (on paper) would not be available for Spain in these frequencies until [----] or later"
X Link 2026-02-03T17:50Z [---] followers, [---] engagements

"I have no issue with people working hard. There are multiple posts about unrealistic manufacturing expectations and now one about lack of local engineering talent (not to mention terrible work environment). Meanwhile they are 9-12 months behind from this time last year in launches. It's all circumstantial but again tracks. https://twitter.com/i/web/status/2018807879214805083 https://twitter.com/i/web/status/2018807879214805083"
X Link 2026-02-03T22:04Z [---] followers, [----] engagements

"@Jake84687923117 Different but similar themes which was my point. Multiple threads about unrealistic manufacturing expectations over the past [--] months which at the same time they've fell way behind in production. Maybe not related but it's interesting. Thanks for linking"
X Link 2026-02-03T22:28Z [---] followers, [---] engagements

"@Stagler987 @Jake84687923117 You are incorrect. I'm posting because I believe it's relevant to their issues with scaling manufacturing. If there was a bunch of comments for SpaceX about issues with starship production it might be relevant as well. At least of interest"
X Link 2026-02-04T01:31Z [---] followers, [--] engagements

"Their tech isn't years behind something that isn't launched. I'm realistic about where they are today. Their future roadmap is highly dependent on Starship success this year so it's wait and see. Here's a better question - where else are you consuming critical information about AST Getting it from CatSE or Kevin Those guys won't ever say anything critical. I think you all confuse newsworthy events with Vodafone said this Bell signed a satellite and other crap. Unfurling is the next major event outside of launches. SCS application approval. Shipments and launches. Firstnet. New DAs. Everything"
X Link 2026-02-04T03:28Z [---] followers, [---] engagements

"@Stagler987 @Jake84687923117 A better analogy is you've got your car on blocks I'm driving on the road for the next two years and when you finally are ready I'll move up into a better car"
X Link 2026-02-04T03:55Z [---] followers, [---] engagements

"I disagree. Musk hasn't shown an interest in building phones in the past. The article clearly says this would not be a "normal phone" running stock android but instead it would probably be something that boots directly into Grok/AI with a minimal interface.and probably pretty cheap. Sounds niche"
X Link 2026-02-05T14:36Z [---] followers, [---] engagements

"@AlexfromBabylon A phone with a basic interface that runs AI is going to be niche for a long time. Nothing would preclude MNO partnerships for terrestrial service with Starlink picking up global roaming capability with such a device. Years away"
X Link 2026-02-05T15:23Z [---] followers, [--] engagements

"@NotABot_00 @SnarfMcSnarf To be fair this was filed in [----]. Are they using it or do they plan to use it"
X Link 2026-02-05T16:03Z [---] followers, [--] engagements

"@AlexfromBabylon Google doesn't reside in ASTS's ecosystem. They own 100b worth of SpaceX"
X Link 2026-02-05T16:32Z [---] followers, [--] engagements

"@Stampa1Ks I didn't realize facts are fud. But saying they own 60mhz of S-band is a full lie. It's not a surprise - the company misleads even the analysts on it (who are also confused). Feel free to tell me what else isn't accurate"
X Link 2026-02-05T22:01Z [---] followers, [---] engagements

"You've always been pretty fair in your analysis. Are you not at all concerned that AST might have a tough conversation in early March around multiple recent commitments to ramping production and launch and then failing to do so I understand that's a near term issue and not a long term outcome - but it's possibly less than a month away"
X Link 2026-02-06T14:54Z [---] followers, [---] engagements

"@FREESPEECH1017 @CKCapitalxx Correct that's the other benefit. Test anywhere in US"
X Link 2026-02-07T22:20Z [---] followers, [--] engagements

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