[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Defiantclient2 Kevin Chen Kevin Chen posts on X about $asts, $qs, business, bank the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1934154766596308992/interactions)  - X Week XXXXXX +100% - X Month XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1934154766596308992/posts_active)  - X Week XX +21% - X Month XXX +4.60% ### Followers: XXXXX [#](/creator/twitter::1934154766596308992/followers)  - X Week XXXXX +1.80% - X Month XXXXX +13% ### CreatorRank: XXXXXXX [#](/creator/twitter::1934154766596308992/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [events](/list/events) [automotive brands](/list/automotive-brands) [celebrities](/list/celebrities) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [social networks](/list/social-networks) **Social topic influence** [$asts](/topic/$asts) #18, [$qs](/topic/$qs) #13, [business](/topic/business), [bank](/topic/bank) #1994, [the world](/topic/the-world), [future](/topic/future), [$db](/topic/$db) #11, [money](/topic/money), [$arkx](/topic/$arkx), [canada](/topic/canada) **Top accounts mentioned or mentioned by** [@astspacemobile](/creator/undefined) [@quantumscapeco](/creator/undefined) [@c1df9432](/creator/undefined) [@spacanpanman](/creator/undefined) [@grok](/creator/undefined) [@att](/creator/undefined) [@starlink](/creator/undefined) [@kingaj408](/creator/undefined) [@catseapex](/creator/undefined) [@jkeynesalpha](/creator/undefined) [@kuehck1](/creator/undefined) [@kingtutcap](/creator/undefined) [@thekookreport](/creator/undefined) [@vodafonegroup](/creator/undefined) [@verizon](/creator/undefined) [@elenaneira](/creator/undefined) [@tmobile](/creator/undefined) [@aurorainno](/creator/undefined) [@tesla](/creator/undefined) [@fcc](/creator/undefined) **Top assets mentioned** [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [QuantumScape Corporation (QS)](/topic/$qs) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Nokia Corporation (NOK)](/topic/$nok) [Tesla, Inc. (TSLA)](/topic/tesla) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Auroracoin (AUR)](/topic/$aur) ### Top Social Posts Top posts by engagements in the last XX hours "@mvcinvesting $ASTS - @AST_SpaceMobile for satellite broadband direct-to-device on the cusp of mass commercialization $QS - @QuantumScapeCo for the leader in solid state battery innovation on the cusp of mass commercialization" [X Link](https://x.com/Defiantclient2/status/1994342826880962886) 2025-11-28T09:49Z 3366 followers, 2596 engagements "The satellites have limited processing capacity of something like a million gigabytes of data per month each. ASTS is not trying to replace terrestrial networks in cities. They are doing SUPPLEMENTARY COVERAGE from space to fill dead zones and grey zones. Grey zones are those pockets of low or no signal that exist in an area that is supposed to be covered by terrestrial signal. But these exist especially in urban areas with tall concrete buildings. For some rural areas that have too few people to justify building out a cell tower those people might rely on AST (through their MNO partner) as" [X Link](https://x.com/Defiantclient2/status/1995252800964698186) 2025-11-30T22:05Z 3356 followers, 1853 engagements "@Michael97670912 @CathieDWood I thought it was a new fund too but I think its just an $ARKX ad ()" [X Link](https://x.com/Defiantclient2/status/1996405959443546125) 2025-12-04T02:27Z 3366 followers, XXX engagements "Nope. By the time Starlink V3 goes into service itll be mid to late 2027 when AST already has continuous coverage across the US Canada Europe Japan Saudi Arabia India New Zealand and others. There will also always be a fundamental difference between AST and Starlinks satellite architectures that Starlink will never be able to compete with. I explain further in the linked post" [X Link](https://x.com/Defiantclient2/status/1997596987667947717) 2025-12-07T09:20Z 3370 followers, XXX engagements "They have said actually. In the Q2 earnings call an analyst asked this very question about whether or not FM1 is a technology pathfinder before further launches and Abel clearly said no the launches are independent and FM1 is coming off the mass production line with next ones following. Take a look below. You should sell now. **__Bryan Kraft Analyst Deutsche Bank: __** Hi good afternoon. I had two if I could. **First is the timing of the FM1 launch on the critical path for other launches In other words is there a period of time you need before you would do the next launch because you want to" [X Link](https://x.com/Defiantclient2/status/1997799038465237335) 2025-12-07T22:43Z 3386 followers, XXX engagements "$ASTS: @FCC Technology Advisory Council member Mark Bayliss highlights @AST_SpaceMobile @Starlink and @viasat in his latest NX Tech article titled "The New High Ground: How the Race for Satellite 5G Will Decide Who Sets the Rules for 6G." In the article Mark iterates the X companies are "driving American leadership in satellite-to-phone communication" and calls the companies "national assets". 🤝 The article also puts an AST photo at the top of page and highlights the differences in advantages between Starlink and AST. In summary Starlink's advantage is their ability to scale and mass deploy" [X Link](https://x.com/Defiantclient2/status/1995977150659527145) 2025-12-02T22:03Z 3376 followers, 10.8K engagements "@mikeddano At the recent Deutsche Bank Space Summit during the D2D panel @IridiumComm was the only one who refused to acknowledge the multi billion TAM. Even Globalstar woke up to the idea. Iridiums going extinct" [X Link](https://x.com/Defiantclient2/status/1996266086875246701) 2025-12-03T17:11Z 3375 followers, 1060 engagements "$QS: Reminder that @QuantumScapeCo CEO Siva Sivaram said in early December 2024 "So I'm not just talking about Quantumscape right now. I'm talking about in a general sense. I would think that in 2025 at least two companies will announce that they have solid state batteries and in by the end of 2025 somebody will announce that hey they are planning on a car with solid state batteries before the end of the year and they won't tell you when but they are going to say that." Who will it be 🤔" [X Link](https://x.com/Defiantclient2/status/1996504770941763709) 2025-12-04T09:00Z 3375 followers, 7218 engagements "@Steved24661 Wow Great catch. 👀 @MikeSievert You let the biggest Trojan Horse in the world into the @TMobile network. Good job" [X Link](https://x.com/Defiantclient2/status/1996638742908752042) 2025-12-04T17:52Z 3373 followers, 1336 engagements "@TMobile @Optus @Telstra @Rogers @onenzofficial @kddipr @entel @EntelPeru @TwiyKyivstar @VMO2News You guys let the biggest Trojan Horse in the world into your mobile network. Starlink Mobile threatens your existing business. @AST_SpaceMobile is the true non-competitive partner to MNOs. $ASTS" [X Link](https://x.com/Defiantclient2/status/1996651328689635692) 2025-12-04T18:42Z 3373 followers, 3194 engagements "@TvddSpaceCadet @TMobile @Optus @Telstra @Rogers @onenzofficial @kddipr @entel @EntelPeru @TwiyKyivstar @VMO2News @AST_SpaceMobile" [X Link](https://x.com/Defiantclient2/status/1996667862220788126) 2025-12-04T19:48Z 3372 followers, XXX engagements "@SawyerMerritt @TMobile @Optus @Telstra @Rogers @onenzofficial @kddipr @entel @EntelPeru @TwiyKyivstar @VMO2News You guys let the biggest Trojan Horse in the world into your mobile network. Starlink Mobile threatens your existing business" [X Link](https://x.com/Defiantclient2/status/1996740462087176221) 2025-12-05T00:36Z 3370 followers, 2279 engagements "@VladSaigau @SawyerMerritt @TMobile @Optus @Telstra @Rogers @onenzofficial @kddipr @entel @EntelPeru @TwiyKyivstar @VMO2News I agree -- Starlink wouldn't put MNOs out of business but being their own MNO or VMNO creates competition possibly causing some MNOs to lose customers. All in all this is a good look for $ASTS" [X Link](https://x.com/Defiantclient2/status/1996878902493618202) 2025-12-05T09:46Z 3371 followers, XXX engagements "@bozai03 My mistake. When I originally replied I was on the move and only catching headlines from my phone as they came out. The filings actually indicate that the launch parameters were modified in order to fit a specific accelerated launch opportunity. My understanding at the moment is that BB7 is going on a rideshare and these are the mission parameters of that rideshare" [X Link](https://x.com/Defiantclient2/status/1997169238583169450) 2025-12-06T05:00Z 3369 followers, 1538 engagements "From my read of the documents I think they will keep the satellite at the XXX km altitude and not orbit-raise. I don't think the satellite is designed for orbit-raising. Note that the future satellites with orbit-raising capabilities includes X additional thruster as well as different fuel" [X Link](https://x.com/Defiantclient2/status/1997232732993171888) 2025-12-06T09:12Z 3370 followers, XXX engagements "$ASTS: "Valuation increments are a function of progress with Starship and Starlink and securing global direct-to-cell spectrum that greatly increases our addressable market." Precisely. What spectrum has @AST_SpaceMobile secured globally 👇 + 1150 MHz low- and mid-band tunable MNO spectrum globally + XX MHz of AST SpaceMobile-licensed MSS mid-band spectrum in North America + XX MHz of AST SpaceMobile-licensed S-band spectrum priority rights globally + Allocated spectrum of 50+ MNO partners + 80+ MHz of spectrum in the U.S. for satellite and terrestrial usage This is just the beginning. In the" [X Link](https://x.com/Defiantclient2/status/1997462346432684143) 2025-12-07T00:25Z 3375 followers, 13.5K engagements "@NovaEdgeCapital @JKeynesAlpha MDAs satellites are insufficient for D2D in the same way that Starlinks is. But Starlink can pump enough money to spam the satellites to somewhat provide a service ish" [X Link](https://x.com/Defiantclient2/status/1989836018535793001) 2025-11-15T23:20Z 3381 followers, XXX engagements "$ASTS: At MWC Doha 2025 "The future of satellite and mobile networks" @nokia Vice President of Global Services for Middle East and Africa Mohamed Samir talks about their partnership with @AST_SpaceMobile at various points of the panel namely around 40:21 and 58:04. Some quick points as it's getting very late so I only skimmed: - Talks about having proven broadband with AST - Emphasizes importance of low latency which only LEO can achieve - Sees future regenerative architecture use cases despite starting with transparent architecture with AST - Mentioned having tested XX Mbps and XX Mbps" [X Link](https://x.com/Defiantclient2/status/1995790158386577427) 2025-12-02T09:40Z 3383 followers, 30.4K engagements "@Chansoo @Megaconstellati @Starlink @Tesla @elonmusk Makes sense because Starlink cant use low band spectrum" [X Link](https://x.com/Defiantclient2/status/1998446180825526697) 2025-12-09T17:34Z 3392 followers, XXX engagements "Felt obligated to post my updated positions since I posted previously about entering them: $ASTS: Shares & Jan 2027 100c. For the near term I do have Dec 2025 and Jan 2026 85c monthlies that are pretty underwater right now. $QS: Shares & Jan 2027 15c $AUR: Exited to buy ASTS. Will re-enter later. $PGY: Jan 2026 35c. Exited shares to buy ASTS. Because of this severe downturn in high betas and especially ASTS I see more imminent upside from ASTS which is why I've consolidated my positions into it" [X Link](https://x.com/Defiantclient2/status/1992016884938797125) 2025-11-21T23:46Z 3384 followers, 11.5K engagements "$QS vs $SLDP: Pasting this insightful comment by u/PowerfulSpot987 regarding @QuantumScapeCo vs @SolidPowerInc for visibility 🤝 SLDP uses a sulfide-based solid electrolyte which provides higher ionic conductivity and enables a fully solid-state battery architecture. In contrast QuantumScape (QS) uses an LLZO-based ceramic separator which has lower ionic conductivity and still requires a gel or liquid component on the cathode side. In theory this gives sulfide electrolytes a significant advantage in achievable energy density. However this is where the sulfide advantages mostly end. Sulfide" [X Link](https://x.com/Defiantclient2/status/1997625297701667129) 2025-12-07T11:12Z 3385 followers, 4658 engagements "@coastal8049 @FCC @BrendanCarrFCC Starlink is operating with unauthorized frequencies" [X Link](https://x.com/Defiantclient2/status/1997757855219507439) 2025-12-07T19:59Z 3392 followers, 8687 engagements "At the WFCA presentation back in June XX Mohammed Baig of FirstNet AT&T team said current services are $XX to $XXX a month and that they are targetting below $20/mo for AST service. Looking at constructs where users don't need the AST service for the entire year or only need it for a day. The cost will be single digits for a day pass. Where someone needs it all the time or lives in rural area looking at less than $20/mo. I took it to mean the highest cost plan is either at $20/mo if that's what he meant or $15/mo if he literally meant "below $20"" [X Link](https://x.com/Defiantclient2/status/1998110323979825635) 2025-12-08T19:19Z 3392 followers, XX engagements "$ASTS: The latest @FierceNetwork_ article by alleged industry journalist @malleven33 is complete garbage. Here's why point by point. - Bottom line first. In short Monica Alleven has nothing useful to say about the filing. All she can do is Ctrl+F "SpaceX" and copy and paste segments of another person's inaccurate report and some pieces of the filing while contributing absolutely nothing and omitting the most interesting pieces of the filings. Let's begin 👇 - Monica Alleven offers absolutely zero insight on the technical specifications of the filing such as that the proposed constellation" [X Link](https://x.com/Defiantclient2/status/1998332106087297234) 2025-12-09T10:01Z 3392 followers, 8978 engagements "Is @ATT in shambles because @Verizon and @TMobile compete in the same business Come on your post is a reach. The D2D market is more than big enough to support both AST and Starlink. In my opinion in the long term it will be pretty much just AST and Starlink in the D2D market. All other competitors are moot" [X Link](https://x.com/Defiantclient2/status/1998544555025543560) 2025-12-10T00:05Z 3392 followers, XXX engagements "Why do developers have to update their apps to work with your satellites When I pick up my phone I want to just use it like normal. I want to be able to dial someone from my contact list not double-check your list of compatible apps. In my circles no one uses WhatsApp. Facebook Messenger is popular but honestly most people in my circles just dial from their contact list over VoLTE" [X Link](https://x.com/Defiantclient2/status/1998545136876212386) 2025-12-10T00:07Z 3392 followers, 1046 engagements "$ASTS: Really like the sound of this AST also signed a 10-year agreement with the Saudi Arabian telco STC Group that included a $XXX million upfront payment. Next year the company expects to sign more deals with that structure Wisniewski said. He added that deals in which customers receive equity in AST would diminish as a strategy" [X Link](https://x.com/Defiantclient2/status/1998551981212737974) 2025-12-10T00:34Z 3392 followers, XXX engagements "$ASTS: To all the people who still think AST has to launch and test BB6/BB7 before proceeding with other satellites if Abel's confirmation in the Q2 2025 call that this isn't true wasn't enough for you please note that yesterday at the UBS Global Media and Communications Conference @scottwisniews reiterated that they are "not waiting when the satellite is up in orbit to see if it's going to unfold properly or not". This is at around 5:25 of the replayable webcast:" [X Link](https://x.com/Defiantclient2/status/1998556423366607214) 2025-12-10T00:52Z 3392 followers, 4269 engagements "$ASTS: And here's the related piece of transcript from the Q2 2025 call. Bryan Kraft Analyst Deutsche Bank: Hi good afternoon. I had two if I could. First is the timing of the FM1 launch on the critical path for other launches In other words is there a period of time you need before you would do the next launch because you want to test FM1 extensively before the next group goes up And if there does need to be some time in between FM1 and the next launch what could that time frame look like How much time would you need And then I had a question about the service launch plans. What would a" [X Link](https://x.com/Defiantclient2/status/1998556692615709120) 2025-12-10T00:53Z 3392 followers, 1482 engagements "$ASTS: 🚨Golden Dome is targeting initial operability by the summer of 2028. We are in discussions with the department on the need to acquire more transport capability which is the ability to move data through space more sensing capability more missile warning and missile track capability. We are waiting on those contracts to come in and to be able to move forward on those but we have given our needs to the department. Guetlein said" [X Link](https://x.com/Defiantclient2/status/1997896609699377561) 2025-12-08T05:10Z 3392 followers, 12.4K engagements "$ASTS: Scott at UBS Global Media and Communications Conference The replay will be available on However here are my key notes avoiding the usual stuff so just focusing on what I thought are key notes: - Manufacturing plant almost up to rate - First launch within the next X weeks another one to follow shortly thereafter - Short answer is yes they have flexibility to pivot launch providers - X per month achieved with labour in short term with automation to come with the new facilities including flexibility to go beyond X per month - X X XX and X year DA contracts - When AST first went public" [X Link](https://x.com/Defiantclient2/status/1998111046616445014) 2025-12-08T19:22Z 3392 followers, 49K engagements "$ASTS: @2degreesmobile Chief Executive Mark Callander highlights their partnership with @AST_SpaceMobile and reiterates a 2026 timeline in his latest blog titled "Backing Kiwi businesses: How 2degrees is powering the next phase of growth." ✍ "Innovation is central to how we think about the future. In March this year we announced a partnership with AST SpaceMobile which will allow our network to connect directly to satellites. This collaboration aims to enhance 2degrees mobile coverage in New Zealand bringing broadband data services via satellite starting in 2026."" [X Link](https://x.com/Defiantclient2/status/1998537707841085878) 2025-12-09T23:38Z 3392 followers, 1999 engagements "$ASTS: What makes D2D so intriguing to MNOs is that they can maximize the amount of revenue generated per MHz of spectrum. @GSMA has found that "The revenue generated per MHz of spectrum has declined by XX% since 2014 but the price of spectrum has not fallen at the same trajectory the GSMA said. The majority of spectrum is assigned by auction but the prices paid by telcos is often driven by non-market factors like high reserve prices annual fees and decisions around auction design that have limited the amount of available spectrum and artificially increases prices it explained."" [X Link](https://x.com/Defiantclient2/status/1998559504804225332) 2025-12-10T01:04Z 3392 followers, 1521 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Defiantclient2 Kevin Chen
Kevin Chen posts on X about $asts, $qs, business, bank the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +100%
- X Month XXXXXXX -XX%
Mentions: XX #
- X Week XX +21%
- X Month XXX +4.60%
Followers: XXXXX #
- X Week XXXXX +1.80%
- X Month XXXXX +13%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks finance countries events automotive brands celebrities cryptocurrencies technology brands social networks
Social topic influence $asts #18, $qs #13, business, bank #1994, the world, future, $db #11, money, $arkx, canada
Top accounts mentioned or mentioned by @astspacemobile @quantumscapeco @c1df9432 @spacanpanman @grok @att @starlink @kingaj408 @catseapex @jkeynesalpha @kuehck1 @kingtutcap @thekookreport @vodafonegroup @verizon @elenaneira @tmobile @aurorainno @tesla @fcc
Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) QuantumScape Corporation (QS) Deutsche Bank Aktiengesellschaft (DB) Nokia Corporation (NOK) Tesla, Inc. (TSLA) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Auroracoin (AUR)
Top Social Posts
Top posts by engagements in the last XX hours
"@mvcinvesting $ASTS - @AST_SpaceMobile for satellite broadband direct-to-device on the cusp of mass commercialization $QS - @QuantumScapeCo for the leader in solid state battery innovation on the cusp of mass commercialization"
X Link 2025-11-28T09:49Z 3366 followers, 2596 engagements
"The satellites have limited processing capacity of something like a million gigabytes of data per month each. ASTS is not trying to replace terrestrial networks in cities. They are doing SUPPLEMENTARY COVERAGE from space to fill dead zones and grey zones. Grey zones are those pockets of low or no signal that exist in an area that is supposed to be covered by terrestrial signal. But these exist especially in urban areas with tall concrete buildings. For some rural areas that have too few people to justify building out a cell tower those people might rely on AST (through their MNO partner) as"
X Link 2025-11-30T22:05Z 3356 followers, 1853 engagements
"@Michael97670912 @CathieDWood I thought it was a new fund too but I think its just an $ARKX ad ()"
X Link 2025-12-04T02:27Z 3366 followers, XXX engagements
"Nope. By the time Starlink V3 goes into service itll be mid to late 2027 when AST already has continuous coverage across the US Canada Europe Japan Saudi Arabia India New Zealand and others. There will also always be a fundamental difference between AST and Starlinks satellite architectures that Starlink will never be able to compete with. I explain further in the linked post"
X Link 2025-12-07T09:20Z 3370 followers, XXX engagements
"They have said actually. In the Q2 earnings call an analyst asked this very question about whether or not FM1 is a technology pathfinder before further launches and Abel clearly said no the launches are independent and FM1 is coming off the mass production line with next ones following. Take a look below. You should sell now. __Bryan Kraft Analyst Deutsche Bank: __ Hi good afternoon. I had two if I could. **First is the timing of the FM1 launch on the critical path for other launches In other words is there a period of time you need before you would do the next launch because you want to"
X Link 2025-12-07T22:43Z 3386 followers, XXX engagements
"$ASTS: @FCC Technology Advisory Council member Mark Bayliss highlights @AST_SpaceMobile @Starlink and @viasat in his latest NX Tech article titled "The New High Ground: How the Race for Satellite 5G Will Decide Who Sets the Rules for 6G." In the article Mark iterates the X companies are "driving American leadership in satellite-to-phone communication" and calls the companies "national assets". 🤝 The article also puts an AST photo at the top of page and highlights the differences in advantages between Starlink and AST. In summary Starlink's advantage is their ability to scale and mass deploy"
X Link 2025-12-02T22:03Z 3376 followers, 10.8K engagements
"@mikeddano At the recent Deutsche Bank Space Summit during the D2D panel @IridiumComm was the only one who refused to acknowledge the multi billion TAM. Even Globalstar woke up to the idea. Iridiums going extinct"
X Link 2025-12-03T17:11Z 3375 followers, 1060 engagements
"$QS: Reminder that @QuantumScapeCo CEO Siva Sivaram said in early December 2024 "So I'm not just talking about Quantumscape right now. I'm talking about in a general sense. I would think that in 2025 at least two companies will announce that they have solid state batteries and in by the end of 2025 somebody will announce that hey they are planning on a car with solid state batteries before the end of the year and they won't tell you when but they are going to say that." Who will it be 🤔"
X Link 2025-12-04T09:00Z 3375 followers, 7218 engagements
"@Steved24661 Wow Great catch. 👀 @MikeSievert You let the biggest Trojan Horse in the world into the @TMobile network. Good job"
X Link 2025-12-04T17:52Z 3373 followers, 1336 engagements
"@TMobile @Optus @Telstra @Rogers @onenzofficial @kddipr @entel @EntelPeru @TwiyKyivstar @VMO2News You guys let the biggest Trojan Horse in the world into your mobile network. Starlink Mobile threatens your existing business. @AST_SpaceMobile is the true non-competitive partner to MNOs. $ASTS"
X Link 2025-12-04T18:42Z 3373 followers, 3194 engagements
"@TvddSpaceCadet @TMobile @Optus @Telstra @Rogers @onenzofficial @kddipr @entel @EntelPeru @TwiyKyivstar @VMO2News @AST_SpaceMobile"
X Link 2025-12-04T19:48Z 3372 followers, XXX engagements
"@SawyerMerritt @TMobile @Optus @Telstra @Rogers @onenzofficial @kddipr @entel @EntelPeru @TwiyKyivstar @VMO2News You guys let the biggest Trojan Horse in the world into your mobile network. Starlink Mobile threatens your existing business"
X Link 2025-12-05T00:36Z 3370 followers, 2279 engagements
"@VladSaigau @SawyerMerritt @TMobile @Optus @Telstra @Rogers @onenzofficial @kddipr @entel @EntelPeru @TwiyKyivstar @VMO2News I agree -- Starlink wouldn't put MNOs out of business but being their own MNO or VMNO creates competition possibly causing some MNOs to lose customers. All in all this is a good look for $ASTS"
X Link 2025-12-05T09:46Z 3371 followers, XXX engagements
"@bozai03 My mistake. When I originally replied I was on the move and only catching headlines from my phone as they came out. The filings actually indicate that the launch parameters were modified in order to fit a specific accelerated launch opportunity. My understanding at the moment is that BB7 is going on a rideshare and these are the mission parameters of that rideshare"
X Link 2025-12-06T05:00Z 3369 followers, 1538 engagements
"From my read of the documents I think they will keep the satellite at the XXX km altitude and not orbit-raise. I don't think the satellite is designed for orbit-raising. Note that the future satellites with orbit-raising capabilities includes X additional thruster as well as different fuel"
X Link 2025-12-06T09:12Z 3370 followers, XXX engagements
"$ASTS: "Valuation increments are a function of progress with Starship and Starlink and securing global direct-to-cell spectrum that greatly increases our addressable market." Precisely. What spectrum has @AST_SpaceMobile secured globally 👇 + 1150 MHz low- and mid-band tunable MNO spectrum globally + XX MHz of AST SpaceMobile-licensed MSS mid-band spectrum in North America + XX MHz of AST SpaceMobile-licensed S-band spectrum priority rights globally + Allocated spectrum of 50+ MNO partners + 80+ MHz of spectrum in the U.S. for satellite and terrestrial usage This is just the beginning. In the"
X Link 2025-12-07T00:25Z 3375 followers, 13.5K engagements
"@NovaEdgeCapital @JKeynesAlpha MDAs satellites are insufficient for D2D in the same way that Starlinks is. But Starlink can pump enough money to spam the satellites to somewhat provide a service ish"
X Link 2025-11-15T23:20Z 3381 followers, XXX engagements
"$ASTS: At MWC Doha 2025 "The future of satellite and mobile networks" @nokia Vice President of Global Services for Middle East and Africa Mohamed Samir talks about their partnership with @AST_SpaceMobile at various points of the panel namely around 40:21 and 58:04. Some quick points as it's getting very late so I only skimmed: - Talks about having proven broadband with AST - Emphasizes importance of low latency which only LEO can achieve - Sees future regenerative architecture use cases despite starting with transparent architecture with AST - Mentioned having tested XX Mbps and XX Mbps"
X Link 2025-12-02T09:40Z 3383 followers, 30.4K engagements
"@Chansoo @Megaconstellati @Starlink @Tesla @elonmusk Makes sense because Starlink cant use low band spectrum"
X Link 2025-12-09T17:34Z 3392 followers, XXX engagements
"Felt obligated to post my updated positions since I posted previously about entering them: $ASTS: Shares & Jan 2027 100c. For the near term I do have Dec 2025 and Jan 2026 85c monthlies that are pretty underwater right now. $QS: Shares & Jan 2027 15c $AUR: Exited to buy ASTS. Will re-enter later. $PGY: Jan 2026 35c. Exited shares to buy ASTS. Because of this severe downturn in high betas and especially ASTS I see more imminent upside from ASTS which is why I've consolidated my positions into it"
X Link 2025-11-21T23:46Z 3384 followers, 11.5K engagements
"$QS vs $SLDP: Pasting this insightful comment by u/PowerfulSpot987 regarding @QuantumScapeCo vs @SolidPowerInc for visibility 🤝 SLDP uses a sulfide-based solid electrolyte which provides higher ionic conductivity and enables a fully solid-state battery architecture. In contrast QuantumScape (QS) uses an LLZO-based ceramic separator which has lower ionic conductivity and still requires a gel or liquid component on the cathode side. In theory this gives sulfide electrolytes a significant advantage in achievable energy density. However this is where the sulfide advantages mostly end. Sulfide"
X Link 2025-12-07T11:12Z 3385 followers, 4658 engagements
"@coastal8049 @FCC @BrendanCarrFCC Starlink is operating with unauthorized frequencies"
X Link 2025-12-07T19:59Z 3392 followers, 8687 engagements
"At the WFCA presentation back in June XX Mohammed Baig of FirstNet AT&T team said current services are $XX to $XXX a month and that they are targetting below $20/mo for AST service. Looking at constructs where users don't need the AST service for the entire year or only need it for a day. The cost will be single digits for a day pass. Where someone needs it all the time or lives in rural area looking at less than $20/mo. I took it to mean the highest cost plan is either at $20/mo if that's what he meant or $15/mo if he literally meant "below $20""
X Link 2025-12-08T19:19Z 3392 followers, XX engagements
"$ASTS: The latest @FierceNetwork_ article by alleged industry journalist @malleven33 is complete garbage. Here's why point by point. - Bottom line first. In short Monica Alleven has nothing useful to say about the filing. All she can do is Ctrl+F "SpaceX" and copy and paste segments of another person's inaccurate report and some pieces of the filing while contributing absolutely nothing and omitting the most interesting pieces of the filings. Let's begin 👇 - Monica Alleven offers absolutely zero insight on the technical specifications of the filing such as that the proposed constellation"
X Link 2025-12-09T10:01Z 3392 followers, 8978 engagements
"Is @ATT in shambles because @Verizon and @TMobile compete in the same business Come on your post is a reach. The D2D market is more than big enough to support both AST and Starlink. In my opinion in the long term it will be pretty much just AST and Starlink in the D2D market. All other competitors are moot"
X Link 2025-12-10T00:05Z 3392 followers, XXX engagements
"Why do developers have to update their apps to work with your satellites When I pick up my phone I want to just use it like normal. I want to be able to dial someone from my contact list not double-check your list of compatible apps. In my circles no one uses WhatsApp. Facebook Messenger is popular but honestly most people in my circles just dial from their contact list over VoLTE"
X Link 2025-12-10T00:07Z 3392 followers, 1046 engagements
"$ASTS: Really like the sound of this AST also signed a 10-year agreement with the Saudi Arabian telco STC Group that included a $XXX million upfront payment. Next year the company expects to sign more deals with that structure Wisniewski said. He added that deals in which customers receive equity in AST would diminish as a strategy"
X Link 2025-12-10T00:34Z 3392 followers, XXX engagements
"$ASTS: To all the people who still think AST has to launch and test BB6/BB7 before proceeding with other satellites if Abel's confirmation in the Q2 2025 call that this isn't true wasn't enough for you please note that yesterday at the UBS Global Media and Communications Conference @scottwisniews reiterated that they are "not waiting when the satellite is up in orbit to see if it's going to unfold properly or not". This is at around 5:25 of the replayable webcast:"
X Link 2025-12-10T00:52Z 3392 followers, 4269 engagements
"$ASTS: And here's the related piece of transcript from the Q2 2025 call. Bryan Kraft Analyst Deutsche Bank: Hi good afternoon. I had two if I could. First is the timing of the FM1 launch on the critical path for other launches In other words is there a period of time you need before you would do the next launch because you want to test FM1 extensively before the next group goes up And if there does need to be some time in between FM1 and the next launch what could that time frame look like How much time would you need And then I had a question about the service launch plans. What would a"
X Link 2025-12-10T00:53Z 3392 followers, 1482 engagements
"$ASTS: 🚨Golden Dome is targeting initial operability by the summer of 2028. We are in discussions with the department on the need to acquire more transport capability which is the ability to move data through space more sensing capability more missile warning and missile track capability. We are waiting on those contracts to come in and to be able to move forward on those but we have given our needs to the department. Guetlein said"
X Link 2025-12-08T05:10Z 3392 followers, 12.4K engagements
"$ASTS: Scott at UBS Global Media and Communications Conference The replay will be available on However here are my key notes avoiding the usual stuff so just focusing on what I thought are key notes: - Manufacturing plant almost up to rate - First launch within the next X weeks another one to follow shortly thereafter - Short answer is yes they have flexibility to pivot launch providers - X per month achieved with labour in short term with automation to come with the new facilities including flexibility to go beyond X per month - X X XX and X year DA contracts - When AST first went public"
X Link 2025-12-08T19:22Z 3392 followers, 49K engagements
"$ASTS: @2degreesmobile Chief Executive Mark Callander highlights their partnership with @AST_SpaceMobile and reiterates a 2026 timeline in his latest blog titled "Backing Kiwi businesses: How 2degrees is powering the next phase of growth." ✍ "Innovation is central to how we think about the future. In March this year we announced a partnership with AST SpaceMobile which will allow our network to connect directly to satellites. This collaboration aims to enhance 2degrees mobile coverage in New Zealand bringing broadband data services via satellite starting in 2026.""
X Link 2025-12-09T23:38Z 3392 followers, 1999 engagements
"$ASTS: What makes D2D so intriguing to MNOs is that they can maximize the amount of revenue generated per MHz of spectrum. @GSMA has found that "The revenue generated per MHz of spectrum has declined by XX% since 2014 but the price of spectrum has not fallen at the same trajectory the GSMA said. The majority of spectrum is assigned by auction but the prices paid by telcos is often driven by non-market factors like high reserve prices annual fees and decisions around auction design that have limited the amount of available spectrum and artificially increases prices it explained.""
X Link 2025-12-10T01:04Z 3392 followers, 1521 engagements