Dark | Light
# ![@jusbar23 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1297655022554054656.png) @jusbar23 Justin

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

### Engagements: [------] [#](/creator/twitter::1297655022554054656/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1297655022554054656/c:line/m:interactions.svg)

- [--] Week [------] -37%
- [--] Month [-------] +1,053%
- [--] Months [-------] +1,453%
- [--] Year [-------] +1,278%

### Mentions: [--] [#](/creator/twitter::1297655022554054656/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1297655022554054656/c:line/m:posts_active.svg)

- [--] Months [--] -6.10%
- [--] Year [--] +66%

### Followers: [-----] [#](/creator/twitter::1297655022554054656/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1297655022554054656/c:line/m:followers.svg)

- [--] Week [-----] +1.80%
- [--] Month [-----] +32%
- [--] Months [-----] +221%
- [--] Year [-----] +615%

### CreatorRank: [---------] [#](/creator/twitter::1297655022554054656/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1297655022554054656/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [luxury brands](/list/luxury-brands)  [fashion brands](/list/fashion-brands)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$asts](/topic/$asts) #105, [asts](/topic/asts) #103, [ast](/topic/ast), [spacex](/topic/spacex), [this is](/topic/this-is), [in the](/topic/in-the), [tesla](/topic/tesla), [debt](/topic/debt), [future](/topic/future), [constellation](/topic/constellation)

**Top accounts mentioned or mentioned by**
[@spacanpanman](/creator/undefined) [@astspacemobile](/creator/undefined) [@catseapex](/creator/undefined) [@kingtutcap](/creator/undefined) [@defiantclient](/creator/undefined) [@thespactator](/creator/undefined) [@ivanhri91235556](/creator/undefined) [@mcmulliganhall](/creator/undefined) [@enoughbllst](/creator/undefined) [@spaceinvestord](/creator/undefined) [@blueorigin](/creator/undefined) [@att](/creator/undefined) [@just1nmke](/creator/undefined) [@nattetosti069](/creator/undefined) [@itschrisray](/creator/undefined) [@redebtlawyer](/creator/undefined) [@grok](/creator/undefined) [@lostfundamental](/creator/undefined) [@bdaddypen](/creator/undefined) [@defiantclient2](/creator/undefined)

**Top assets mentioned**
[AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Tesla, Inc. (TSLA)](/topic/tesla) [StarLink (STARL)](/topic/starlink) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Verizon Communications Inc. (VZ)](/topic/verizon) [BETA Technologies, Inc. (BETA)](/topic/beta) [Bank of America (BAC)](/topic/bank-of-america) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [MAPS (MAPS)](/topic/$maps) [Roost (ROOST)](/topic/roost) [American Tower Corp (AMT)](/topic/$amt) [Viasat Inc (VSAT)](/topic/$vsat)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@SurrealInvestor Its funny Tim cites upload speed as the main hinderance but 95% of consumers only care about download.most conventional software barely sends any data upwards"  
[X Link](https://x.com/jusbar23/status/1825514789575012472)  2024-08-19T12:46Z [---] followers, [--] engagements


"@CatSE___ApeX___ Hot take but I actually hope Starlink will be able to start their D2D service since nothing gets headlines like Starlink and Elon Musk. Changing wireless providers isn't easy it'll draw attention that ASTS is an option. Similar to the ChatGPT and AI"  
[X Link](https://x.com/jusbar23/status/1827023583966548029)  2024-08-23T16:42Z [---] followers, [---] engagements


"@kingtutcap Tesla was a meme stock too πŸ€·πŸ»β™‚"  
[X Link](https://x.com/jusbar23/status/1841653270445514786)  2024-10-03T01:35Z [---] followers, [----] engagements


"Surprised I never watched this interview but great recollection of the story of AST so far from former AT&T President @chrissambar $ASTS"  
[X Link](https://x.com/jusbar23/status/1865035623104495890)  2024-12-06T14:08Z [---] followers, [----] engagements


"What a statement $ASTS"  
[X Link](https://x.com/jusbar23/status/1865781943096221896)  2024-12-08T15:34Z [---] followers, [---] engagements


"As someone that lost alot of money on $MAPS during the SPAC boom this lawsuit really makes my blood boil. 40% of traffic was being attributed to popup ads where 2% of those users actually engaged"  
[X Link](https://x.com/jusbar23/status/1867049270035222940)  2024-12-12T03:30Z [---] followers, [---] engagements


"@chraskalj @Michael97670912 @CatSE___ApeX___ From the Q3 earnings call seems like its IRSO SpaceX x2 New Glenn x3 then again they use the words 'expect' and 'probably' so its not set in stone"  
[X Link](https://x.com/jusbar23/status/1868425529919148042)  2024-12-15T22:38Z [---] followers, [--] engagements


"$ASTS commenters know whats up http://slickdeals.net http://slickdeals.net"  
[X Link](https://x.com/jusbar23/status/1869138256442577395)  2024-12-17T21:51Z [---] followers, [---] engagements


"Going be better with [--] Block 2s inside $ASTS Blue Origin aiming for New Glenn to launch by year-end. Here's a render just released by the company. https://t.co/SLutgaGNDj Blue Origin aiming for New Glenn to launch by year-end. Here's a render just released by the company. https://t.co/SLutgaGNDj"  
[X Link](https://x.com/jusbar23/status/1871287626130653613)  2024-12-23T20:11Z [---] followers, [---] engagements


"@defiantclient @vrsvendsen1 They announced during Q3 EC that they will backfill with SpaceX if BO isnt ready by launch time Manufacturing wise this is where vertical integration shines. It is 95% in ASTs control"  
[X Link](https://x.com/jusbar23/status/1871524034451771545)  2024-12-24T11:51Z [---] followers, [---] engagements


"@very_demanda Most Rolexs arent even on the top [--] on Its almost as if resellers are selling the Rolex narrative https://watchrank.fyi/rankings https://watchrank.fyi/rankings"  
[X Link](https://x.com/jusbar23/status/1873485092594848222)  2024-12-29T21:43Z [---] followers, [---] engagements


"πŸ§‘πŸ»πŸ’» I built this website with AI in [--] hours and $12 In the future every 10x engineer can be a 100x engineer All you need is your imagination (1/6)"  
[X Link](https://x.com/jusbar23/status/1873888566973194414)  2024-12-31T00:27Z [---] followers, [--] engagements


"πŸ’‘ Why There was no apparent community sourced way of finding watches on the internet most reviews are biased and driven by influencers. Watch brands like Rolex and put on a pedestal while lesser known watch brands (2/6)"  
[X Link](https://x.com/jusbar23/status/1873888657570222575)  2024-12-31T00:27Z [---] followers, [--] engagements


"@thexcapitalist $ASTS will launch [--] blue bird sats and will reach $50"  
[X Link](https://x.com/jusbar23/status/1874987802133455181)  2025-01-03T01:15Z [---] followers, [---] engagements


"@mcmulliganhall @kingtutcap 75% $ASTS and 25% $RDDT for me. Let them ride and check in a few years"  
[X Link](https://x.com/jusbar23/status/1875544183534182421)  2025-01-04T14:05Z [---] followers, [---] engagements


"@technojawa @bradsferguson I could do that with my [----] Hyundai not new"  
[X Link](https://x.com/jusbar23/status/1875557706477793592)  2025-01-04T14:59Z [---] followers, [--] engagements


"@redrum_2001 @JeremyBKENS5 @TomTradys Waymo vs Tesla FSD all over again. You can be as loud as you want but eventually the roosters will come home to roost"  
[X Link](https://x.com/jusbar23/status/1875862339096125723)  2025-01-05T11:10Z [---] followers, [--] engagements


"@enoughbllst @SpaceInvestor_D @blueorigin They cant launch on electron if its neutron vs Falcon [--] might as well book Falcon"  
[X Link](https://x.com/jusbar23/status/1876190458206183596)  2025-01-06T08:53Z [---] followers, [--] engagements


"@enoughbllst @SpaceInvestor_D @blueorigin @blueorigin and its infinite cash reserves makes more sense IMO. $asts has the most advanced d2c tech and needs cash. Theres plenty of launch providers that will be able to provide launch in the future and is already trending towards being a commodity"  
[X Link](https://x.com/jusbar23/status/1876232306731663698)  2025-01-06T11:40Z [---] followers, [---] engagements


"@kingtutcap Well deserved Your stock picks have been on point recently πŸ‘"  
[X Link](https://x.com/jusbar23/status/1876563015614743036)  2025-01-07T09:34Z [---] followers, [---] engagements


"@Puffery69 @defiantclient @C1_dF9432 @FCC @ATT @Verizon I'm optimistic especially since it seems like Abel has met with Carr 1:1 before he was selected as the next commissioner"  
[X Link](https://x.com/jusbar23/status/1878515433025798414)  2025-01-12T18:52Z [---] followers, [--] engagements


"@nomadicTyler Speculation but IRSO issued a press release that they will be launching satellite(s) for a USA customer in March"  
[X Link](https://x.com/jusbar23/status/1878795705386721765)  2025-01-13T13:26Z [---] followers, [---] engagements


"@defiantclient @mvanbeijeren Exciting that NYC is in the testing area some live demos would be great to garner excitement"  
[X Link](https://x.com/jusbar23/status/1879114756344488393)  2025-01-14T10:34Z [---] followers, [---] engagements


"AST has [--] class share structure where Abel has 80% of voting power so a takeover would be impossible unless he is onboard. Theres other reasons like incentives Amazon is a mature org so the upside is limited. It might actually lead to talent leaving. Same reason as why SpaceX and XAI are not just under Tesla"  
[X Link](https://x.com/jusbar23/status/1880360368515531007)  2025-01-17T21:03Z [---] followers, [--] engagements


"$ASTS most of the technological challenges have been addressed this just requires patience during the regulatory and build out phase. How I see the timeline"  
[X Link](https://x.com/jusbar23/status/1880599984053387360)  2025-01-18T12:55Z [---] followers, 15.5K engagements


"@BettingTheFarm1 These are the (estimated) launches times of those sats from the launch contracts. I would assume that they are going to launch them as they finish and try to time up production with the contracts Staggering them would make the most sense"  
[X Link](https://x.com/jusbar23/status/1880647655782764978)  2025-01-18T16:05Z [---] followers, [---] engagements


"@raudi_882 From Hennessy funds Nov '24 update https://www.hennessyfunds.com/insights/Focus-Fund-Portfolio-Update-Nov-2024 https://www.hennessyfunds.com/insights/Focus-Fund-Portfolio-Update-Nov-2024"  
[X Link](https://x.com/jusbar23/status/1880707948596649987)  2025-01-18T20:04Z [---] followers, [--] engagements


"@OperationATM Yes they're calling their previous [----] debt converting it into [----] million shares at a $5.75/share Since ASTS exercising the debtors will be given those shares. They're then issuing a new $400 million unsecured debt due in [----]. The terms of the that debt is not priced yet"  
[X Link](https://x.com/jusbar23/status/1882186318563950676)  2025-01-22T21:59Z [---] followers, [---] engagements


"@NomadBets has a great thread on this. They're completely different approaches the ASTS solution is built with partnerships and mobile phones in mind and the SL system is an afterthought on the original SL system. Data speeds wise the SL system is inferior as of now https://x.com/NomadBets/status/1839635929528500666 https://x.com/NomadBets/status/1839635929528500666"  
[X Link](https://x.com/jusbar23/status/1883130039471833394)  2025-01-25T12:29Z [---] followers, [---] engagements


"Theres nothing like shredding the gnar while listening to @spacanpanman drop knowledge about $asts. Definitely give this a listen https://t.co/iNBGRVDZ0k https://t.co/iNBGRVDZ0k"  
[X Link](https://x.com/jusbar23/status/1885070648696860713)  2025-01-30T21:00Z [---] followers, [----] engagements


"@ASTS_Investors @philliplyle @FREESPEECH1017"  
[X Link](https://x.com/jusbar23/status/1885797138346696794)  2025-02-01T21:07Z [---] followers, [--] engagements


"Almost 10x on $RDDT πŸ˜„"  
[X Link](https://x.com/jusbar23/status/1886793043501535312)  2025-02-04T15:04Z [---] followers, [---] engagements


"@DaMadMonk_ That video about how cell phones work should be mandatory viewing for every $ASTS investor https://www.youtube.com/watchv=0faCad2kKeg https://www.youtube.com/watchv=0faCad2kKeg"  
[X Link](https://x.com/jusbar23/status/1888317895178129452)  2025-02-08T20:04Z [---] followers, [---] engagements


"Some initial thoughts on the Starlink Tmobile commercial. $ASTS As said by @KevinLMak Shots Fired I think the most surprising thing is how they are opening up the beta test for AT&T and Verizon customers. I think this corroborates the narrative that Starlink D2C is a Trojan horse that intends to siphon customers from the MNOs to the fixed broadband and eventually maybe MNO business. We know that there are a few things in the pipeline for AT&T and Verizon such as beta test results as well as productionization updates which judging by the timeline of Vodafones FCC approval should be coming"  
[X Link](https://x.com/jusbar23/status/1888889353931558948)  2025-02-10T09:54Z [---] followers, [----] engagements


"Initial beta feedback from a Reddit user on the beta The supported phones are at the bottom of this page iPhone 14+ and newer android phones Im sure itll get a bit better when they launch more sats but theyre being severely throttled by their design since they cant comply with the OOBE limits https://www.pcmag.com/news/these-are-the-phones-that-work-with-t-mobiles-cellular-starlink-service https://www.pcmag.com/news/these-are-the-phones-that-work-with-t-mobiles-cellular-starlink-service $ASTS Initials impressions of the Starlink D2C beta. Only texts RCS enabled no data or images. Spotty"  
[X Link](https://x.com/jusbar23/status/1889329623856472360)  2025-02-11T15:04Z [---] followers, [--] engagements


"@SowellAquinas @8K60p AT&T already signed a definitive agreement for 5yrs with ASTS and are the 5th largest investor in ASTS. Verizon has also invested and are planning on using the tech so thats [---] million subscribers for ASTS in the US"  
[X Link](https://x.com/jusbar23/status/1889330615935222247)  2025-02-11T15:08Z [---] followers, [--] engagements


"@mikeddano American Tower $AMT knows this thats why they partnered with AST Spacemobile https://www.youtube.com/watchv=erDOlUoEmnc&ab_channel=ASTSpaceMobile https://www.youtube.com/watchv=erDOlUoEmnc&ab_channel=ASTSpaceMobile"  
[X Link](https://x.com/jusbar23/status/1894521586356543620)  2025-02-25T22:55Z [---] followers, [----] engagements


"Great analysis on $RDDT from their EVP of monetization"  
[X Link](https://x.com/jusbar23/status/1895296592342905185)  2025-02-28T02:14Z [---] followers, [----] engagements


"@Only6inches Interesting this is focused on autonomous driving with image data from a camera as an input. I was confused since a broad patent on all sensor data would be invalidated very easily due to prior art from Waymo and others"  
[X Link](https://x.com/jusbar23/status/1895531965077651473)  2025-02-28T17:50Z [---] followers, [--] engagements


"@seti_park @AUE_61 @_pilotkyle_ @Tesla Its worded to be image based data from a camera if its too broad it will be invalidated due to prior art (Waymo started working on it in 2009)"  
[X Link](https://x.com/jusbar23/status/1895532740499665369)  2025-02-28T17:53Z [---] followers, [--] engagements


"$ASTS - ASTS Q4 Business Update - Preparing to begin testing service with AT&T and Verizon in the U.S. Vodafone in the UK and Turkey and Rakuten in Japan - Accelerated satellite manufacturing with planning and production of [--] Block [--] BlueBird satellites underway at AST SpaceMobile manufacturing facilities in Midland Texas - Additionally accelerated the procurement of components and materials needed to complete fully assembled microns and phased array for over [--] satellites in total - Exercised option for additional orbital launches with full contracted launch capacity now for approximately"  
[X Link](https://x.com/jusbar23/status/1896673500049404220)  2025-03-03T21:26Z [---] followers, [---] engagements


"$ASTS Update to the FirstNet Docket FCC requested clarification of all of the test sites in the US. They also reiterated that they will need a consent letter (DA or spectrum agreement) from FirstNet https://apps.fcc.gov/els/GetAtt.htmlid=370618&x= https://apps.fcc.gov/els/GetAtt.htmlid=370618&x="  
[X Link](https://x.com/jusbar23/status/1900170065816813867)  2025-03-13T13:00Z [---] followers, [----] engagements


"$ASTS is better positioned as a neutral partner whereas Starlink has a fixed broadband offering which is meant to compete with the MNOs on home internet. Theres a few key patents that will need Starship to operational to get around which is currently having issues. Big ones are satellite size and the adaptive beam forming. Small antennas on the ground (phones) require big satellites in the sky. Theres also core issues in the architecture of the Starlink system will make it a no go for Europe due to data sovereignty concerns since the data is processed in the sky. ASTS is very friendly because"  
[X Link](https://x.com/jusbar23/status/1903106988470346200)  2025-03-21T15:30Z [---] followers, [---] engagements


"@ShawnP5115 @Michael36547991 Net one partnered with AST Announced today $ASTS:🌍CONNECTING THE UNCONNECTED IN AFRICA We are excited to partner with AST Space Mobile to revolutionise connectivity in Zimbabwe. This collaboration aligns with our vision of ensuring that every Zimbabwean regardless of location has access to reliable mobile broadband $ASTS:🌍CONNECTING THE UNCONNECTED IN AFRICA We are excited to partner with AST Space Mobile to revolutionise connectivity in Zimbabwe. This collaboration aligns with our vision of ensuring that every Zimbabwean regardless of location has access to"  
[X Link](https://x.com/jusbar23/status/1910806729694097528)  2025-04-11T21:26Z [---] followers, [---] engagements


"$ASTS When you zoom out and connect the dots you start to realize that this is kinda a big deal. βœ… [--] birds in the sky proven technology βœ… Verizon AT&T Vodafone Rakuten issuing separate PRs all publicly praising their tech. βœ… Approved testing with FirstNet (government) βœ… SDA contract award PNT use cases National security use cases. βœ… Visits from important regulators and figures in government (Brendan Carr and Ted Cruz) βœ… Strategic investment from telecom and tech giants like AMT Nokia and Google βœ… About $1 billion dollars in cash βœ… Launch agreements for the next [--] birds with the [--] major"  
[X Link](https://x.com/jusbar23/status/1919371973957673434)  2025-05-05T12:41Z [---] followers, [----] engagements


"Starlink has [--] businesses. Fixed broadband and D2C. Fixed broadband requires a dedicated dish. D2C allows you to connect to a regular unmodified smartphone. Starlink and ASTS have [--] different approaches Starlink launches fast and cheap satellites. AST satellites are larger and take longer to build but they need way fewer of them to provide a product. Starlink took shortcuts in rolling out their service so they are running into issues like battery drain lost text messages etc. They also need waivers from the FCC to deliver a workable product. AST has shown they can deliver working video calls"  
[X Link](https://x.com/jusbar23/status/1921619092655448084)  2025-05-11T17:31Z [---] followers, [---] engagements


"$ASTS: 500M non dilutive capital in the works"  
[X Link](https://x.com/jusbar23/status/1922027372762522083)  2025-05-12T20:33Z [---] followers, 16.4K engagements


"$ASTS: ATM Update: 66M - 54.8M during the last update leaves 11.2M in the ATM"  
[X Link](https://x.com/jusbar23/status/1922033408714186824)  2025-05-12T20:57Z [---] followers, [----] engagements


"$ASTS: FM-1 filing update AST files response to SpaceX. Calls complaints baseless and anti-competitive https://apps.fcc.gov/els/GetAtt.htmlid=375766&x= https://apps.fcc.gov/els/GetAtt.htmlid=375766&x="  
[X Link](https://x.com/jusbar23/status/1922332234284937719)  2025-05-13T16:44Z [---] followers, [----] engagements


"$ASTS: Hiring spree πŸ“ˆ [---] employees now"  
[X Link](https://x.com/jusbar23/status/1922779214693945471)  2025-05-14T22:21Z [---] followers, [----] engagements


"$ASTS: First filing from new SVP Jennifer Manner. She is locked in πŸ”₯ https://apps.fcc.gov/els/GetAtt.htmlid=377777&x= https://apps.fcc.gov//els/GetAtt.htmlid=377778&x= https://apps.fcc.gov/els/GetAtt.htmlid=377777&x= https://apps.fcc.gov//els/GetAtt.htmlid=377778&x="  
[X Link](https://x.com/jusbar23/status/1932627418910765061)  2025-06-11T02:34Z [---] followers, 12.1K engagements


"$ASTS: Has reached a settlement term sheet with $VSAT and Inmarsat for 45Mhz Premium spectrum. This spectrum adds about 10B in market cap if it can be repurposed without interference"  
[X Link](https://x.com/jusbar23/status/1933492909539766636)  2025-06-13T11:53Z [---] followers, [----] engagements


"$ASTS [----] ATM update: 170M remaining https://www.sec.gov/Archives/edgar/data/1780312/000164117225016372/form424b5.htm https://www.sec.gov/Archives/edgar/data/1780312/000164117225016372/form424b5.htm"  
[X Link](https://x.com/jusbar23/status/1937835848155734356)  2025-06-25T11:30Z [---] followers, [----] engagements


"$ASTS: Retired 225M of its 450M convertible debt at a 4.25% coupon. These shares were already shorted by institutions holding the debt and when given the shares will collapse their short position. AST then issued a net new 1.15M shares to compensate for the lost interest of converting these shares early. https://www.sec.gov/Archives/edgar/data/1780312/000164117225016369/ex99-1.htm https://www.sec.gov/Archives/edgar/data/1780312/000164117225016369/ex99-1.htm"  
[X Link](https://x.com/jusbar23/status/1937836543953064003)  2025-06-25T11:33Z [---] followers, 10.2K engagements


"$ASTS: FCC has granted an STA to extend testing with Vodafone. In the last few days we've gotten many ASTS related STAs. Hopefully we're getting close to FM1 approval https://apps.fcc.gov//els/GetAtt.htmlid=379689&x= https://apps.fcc.gov//els/GetAtt.htmlid=379689&x="  
[X Link](https://x.com/jusbar23/status/1940798070289289512)  2025-07-03T15:41Z [---] followers, [----] engagements


"$ASTS Institutional ownership keeps going up. Largely correlated with the recent spike in share price"  
[X Link](https://x.com/jusbar23/status/1942239630474236249)  2025-07-07T15:09Z [---] followers, [----] engagements


"@stablecoin_x @spacanpanman Congrats on the TLGY call"  
[X Link](https://x.com/jusbar23/status/1947299664266428862)  2025-07-21T14:16Z [---] followers, [---] engagements


"$ASTS: In subsequent FCC filling released today. AST reconfirms that they will be launching up to [--] satellites including FM1 and excluding the first [--] Block [--] birds through the end of the year"  
[X Link](https://x.com/jusbar23/status/1948875297849327948)  2025-07-25T22:37Z [---] followers, [----] engagements


"@WessexCapital Lets see what they say on the next earnings call. I agree it's going to be a tough timeline but they have been raising cash to "accelerate launch plans". Its possible they will try to book additional launches"  
[X Link](https://x.com/jusbar23/status/1948886195079086327)  2025-07-25T23:20Z [---] followers, [---] engagements


"Commercial definitive agreements have been secured for [---] million subscribers. Iteration has been happening in the background for the last [--] years. BW1 BW3 (Phone call) BB1 (Handoff Phone call Video Call Broadband Download) The iteration isn't as flashy as other companies but it is happening. You can't change a satellite once its launched.this is a "it happens all at once" company. Look at OpenAI they didn't build anything for [--] years and then it came all at once"  
[X Link](https://x.com/jusbar23/status/1948951022124089712)  2025-07-26T03:38Z [---] followers, [---] engagements


"In a way AST is the ideal launch customer. They are well capitalized have a working product and have a constellation plan. Most people working on space tech are chronically delayed and go bankrupt. Even right now there is not enough launch demand so extra F9 launches are being backfilled with Starlink. AST plans on spending 700MM-1B in planned launches. Every launch company would love to get a piece of their business"  
[X Link](https://x.com/jusbar23/status/1949125191247761549)  2025-07-26T15:10Z [---] followers, [--] engagements


"@Just1nMKE @Nattetosti069 @itschrisray @REdebtlawyer @grok BW [--] - IRSO BW3 - SpaceX Block [--] - SpaceX https://spacenews.com/ast-spacemobile-deploys-first-production-direct-to-smartphone-satellites/ https://www.space.com/spacex-bluewalker-3-starlink-satellites-launch-success https://ast-science.com/2019/04/23/successful-launch-of-first-satellite/ https://spacenews.com/ast-spacemobile-deploys-first-production-direct-to-smartphone-satellites/ https://www.space.com/spacex-bluewalker-3-starlink-satellites-launch-success https://ast-science.com/2019/04/23/successful-launch-of-first-satellite/"  
[X Link](https://x.com/jusbar23/status/1949130748377620932)  2025-07-26T15:32Z [---] followers, [---] engagements


"@Just1nMKE @Nattetosti069 @itschrisray @REdebtlawyer @grok There is a multi launch agreement in place. They already have RF frequency testing approved for Block [--] with SpaceX https://spaceflightnow.com/2024/11/17/ast-spacemobile-secures-multi-launch-agreements-with-blue-origin-isro-and-spacex/ https://spaceflightnow.com/2024/11/17/ast-spacemobile-secures-multi-launch-agreements-with-blue-origin-isro-and-spacex/"  
[X Link](https://x.com/jusbar23/status/1949133183091380629)  2025-07-26T15:42Z [---] followers, [--] engagements


"No Blue Origin will probably be ready for commercial missions in late 2025/2026. They will but it takes time to ramp up a new rocket. Kuiper has a launch deadline of July [----] to have half of their sats in the air. It makes sense to pay a bit more to use another companies than wait if there is a deadline"  
[X Link](https://x.com/jusbar23/status/1949134212511969426)  2025-07-26T15:46Z [---] followers, [--] engagements


"$ASTS: Blue Origin just received authorization to begin ground testing of the 2nd launch of the New Glenn rocket. https://apps.fcc.gov//els/GetAtt.htmlid=382741&x= https://apps.fcc.gov//els/GetAtt.htmlid=382741&x="  
[X Link](https://x.com/jusbar23/status/1954896584090537992)  2025-08-11T13:24Z [---] followers, 25.5K engagements


"$ASTS: Another day another 5D chess move This acquisition bolsters and expands our spectrum portfolio while enhancing customers 5G wireless and home internet experience in even more markets I wonder who theyre partnered with One of the most efficient spectrum delivery mechanisms in the game πŸ€”"  
[X Link](https://x.com/jusbar23/status/1960293092373790883)  2025-08-26T10:47Z [---] followers, 11.3K engagements


"$ASTS: New response to the SpaceX ex-parte posted on Aug [--]. Jennifer Manner once again proving that she was a great hire https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-MOD-20250612-00145 https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-MOD-20250612-00145"  
[X Link](https://x.com/jusbar23/status/1960827059510341902)  2025-08-27T22:09Z [---] followers, 21.9K engagements


"$ASTS: A new FCC filing to withdraw the previous 7/25 ODAR report was just filed. Steady progress on the docket πŸƒ https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-MOD-20250612-00145 https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-MOD-20250612-00145"  
[X Link](https://x.com/jusbar23/status/1961074844411281708)  2025-08-28T14:34Z [---] followers, [----] engagements


"$ASTS: Has received partial approval to launch their first [--] block [--] BlueBirds. This brings their total after launch to [--] which is the beginning of intermittent service. The FCC approves applications on an as-needed basis so this indicates launch guidance should be provided soon"  
[X Link](https://x.com/jusbar23/status/1961572845030416424)  2025-08-29T23:33Z [---] followers, 57.4K engagements


"$ASTS: Once the constellation is up AST will be the cheapest way to deploy spectrum ever. As long as the spectrum is supported all they will need to do is file an application and flip a switch. They are connected at the network core and offer a seamless extension to the MNOs network. Just like how AWS removed on prem data centers and made app deployment as easy as flipping a switch AST will deliver the same game changing economics for MNOs. This is how they become a 1T company $ASTS: Are @AST_SpaceMobile's Block [--] satellites compatible with @ATT's new 617+ MHz low band recently purchased from"  
[X Link](https://x.com/jusbar23/status/1961748027388936243)  2025-08-30T11:09Z [---] followers, 19.4K engagements


"@Didymus33 I think the MNOs that partnered early would obviously get priority for this. For a large countries the coverage provided by a LEO sat already in orbit will beat out tower deployment any day"  
[X Link](https://x.com/jusbar23/status/1961784014458515514)  2025-08-30T13:32Z [---] followers, [---] engagements


"@cantstopstupid1 Thats up to the MNO. Seeing that T-Mobile charges $10/month for text MMS and light data it will probably be more than that"  
[X Link](https://x.com/jusbar23/status/1961804621900353702)  2025-08-30T14:54Z [---] followers, [---] engagements


"$ASTS - Today marks the next step in AST's spectrum strategy for which they secured 45Mhz of L band spectrum for an [--] year lease. Next steps include: By [----] EOY - File application to FCC repurpose spectrum from terrestrial use to MSS (it's original purpose) 2026-2027 - Receive approval from the FCC Ligado L Band is already supported by iPhones and Android phones. As a comparison SpaceX recently purchased rights to AWS-4 for 19B of which the spectrum is not currently supported by phones on the market today. $ASTS - 🚨The US Bankruptcy Court has Confirmed the Plan of Reorganization for Ligado"  
[X Link](https://x.com/jusbar23/status/1972695660433375427)  2025-09-29T16:11Z [---] followers, [----] engagements


"$ASTS: Hiring spree continues now up to a total of [---] which is a total increase of +45% from last year. All signs point towards the company scaling a workforce for handling the new opportunities coming their way"  
[X Link](https://x.com/jusbar23/status/1972848937838227661)  2025-09-30T02:20Z [---] followers, [----] engagements


"@AST_SpaceMobile @Bell Midland we made a connection πŸ”₯πŸ”₯πŸ”₯"  
[X Link](https://x.com/jusbar23/status/1973707839270252891)  2025-10-02T11:13Z [---] followers, [----] engagements


"$ASTS: Bank of America Global Research raises price target to $80 from $55"  
[X Link](https://x.com/jusbar23/status/1975877136453095854)  2025-10-08T10:53Z [---] followers, [----] engagements


"@AST_SpaceMobile @TIME Well done team"  
[X Link](https://x.com/jusbar23/status/1976385034484580744)  2025-10-09T20:31Z [---] followers, [----] engagements


"@AST_SpaceMobile Congrats on the milestone πŸš€"  
[X Link](https://x.com/jusbar23/status/1977349815953465460)  2025-10-12T12:25Z [---] followers, [---] engagements


"@SnarfMcSnarf Clearly youre being misleading a WhatsApp video call takes 1-2 mbps. A 10-20 mbps beam can clearly support plenty of video calls AST management has confirmed 120mbps There are different capabilities per congestion theres no reason it wont support video calls"  
[X Link](https://x.com/jusbar23/status/1978444436540436767)  2025-10-15T12:54Z [---] followers, [--] engagements


"@MktMavPro I think it's very possible Apple tends to test new technology with less popular products before rolling it out more widely. I think it's very possible it's the included with the SE"  
[X Link](https://x.com/jusbar23/status/1890111787527475620)  2025-02-13T18:52Z [---] followers, [--] engagements


"Who needs diversification 🫠"  
[X Link](https://x.com/jusbar23/status/1892952389927207142)  2025-02-21T14:59Z [---] followers, [---] engagements


"When in doubt just buy more $ASTS"  
[X Link](https://x.com/jusbar23/status/1894786815409721784)  2025-02-26T16:29Z [---] followers, [----] engagements


"@LostFundamental MNOs plans arent announced yet. Assumptions are 100% nationwide coverage guarantee and some allocation of satellite data per month. Will probably mirror T-Mobiles plans where it is bundled into the most premium tier"  
[X Link](https://x.com/jusbar23/status/1899072307995292130)  2025-03-10T12:18Z [---] followers, [--] engagements


"@LostFundamental 100mn is a conservative 17% of committed customer base (Voda + AT&T + Verizon) = 580mn subs"  
[X Link](https://x.com/jusbar23/status/1899073163771645953)  2025-03-10T12:21Z [---] followers, [--] engagements


"$ASTS With the new ownership disclosures I think this should be the new cap table for class A shares. I'm excluding the 78mn class C shares owned by Abel"  
[X Link](https://x.com/jusbar23/status/1901654869187944818)  2025-03-17T15:20Z [---] followers, 17.2K engagements


"$VZ: GETS NEW CEO *next day* $ASTS AST SpaceMobile Announces Definitive Commercial Agreement with Verizon to Support Space-Based Cellular Broadband Across the Continental United States https://t.co/KQcCr4YYSF https://t.co/VlSD5ndueD AST SpaceMobile Announces Definitive Commercial Agreement with Verizon to Support Space-Based Cellular Broadband Across the Continental United States https://t.co/KQcCr4YYSF https://t.co/VlSD5ndueD"  
[X Link](https://x.com/jusbar23/status/1975892533764071710)  2025-10-08T11:54Z [---] followers, [----] engagements


"$ASTS $VZ: It seems like Verizon knows what they own A crystal-clear Voice over LTE (VoLTE) call was made from a smartphone on Verizon's network in Texas connecting via an AST SpaceMobile satellite to another Verizon smartphone in New Jersey. "This partnership with AST SpaceMobile is a good step forward in our mission to build a seamlessly connected world. We are not just filling in the map; we are creating a new paradigm of connectivity that will unlock the full potential of the digital age - Srini Kalapala Senior Vice President of Technology and Product Development at Verizon."  
[X Link](https://x.com/jusbar23/status/1975911746826068425)  2025-10-08T13:10Z [---] followers, 10.4K engagements


"They also own 4% of $ASTS $GOOGL https://t.co/xr8ta0wffh $GOOGL https://t.co/xr8ta0wffh"  
[X Link](https://x.com/jusbar23/status/1979300261559701902)  2025-10-17T21:35Z [---] followers, [----] engagements


"$ASTS raised 850M in a convertible note after hours with a 150M oversubscription clause. This means that they are effectively raising about 1B since the last convert was 4x oversubscribed. The convert is priced at the market close price ($78.61) and typically has a 20% conversion premium so they are effectively converting at approximately $94.33. Convertible note is debt and pays a 1.75%-2.25% coupon (latest pricing) similar to a bond. IF the convert exceeds the price of conversion ($94.33) it is converted into equity. At $94.33 1B is effectively about 10.6M shares from the latest shares"  
[X Link](https://x.com/jusbar23/status/1980806101319774663)  2025-10-22T01:19Z [---] followers, 11.2K engagements


"$ASTS: Convertible note is priced: + $96.3 conversion price/share (22.5% premium) + 2% interest rate for [--] years AST SpaceMobile estimates that the net proceeds from the Notes Offering will be approximately $981.9 million (or approximately $1129.2 million if the initial purchasers option to purchase additional Notes is exercised in full) https://feeds.issuerdirect.com/news-release.htmlnewsid=5168359543961630&symbol=ASTS $ASTS raised 850M in a convertible note after hours with a 150M oversubscription clause. This means that they are effectively raising about 1B since the last convert was 4x"  
[X Link](https://x.com/jusbar23/status/1980836906054168957)  2025-10-22T03:21Z [---] followers, [----] engagements


"$ASTS: FPGA vs ASIC: Why is it such a big deal 🧩 To understand we need to understand that at it's core a computer is made up of logic gates. These logic gates are laid out in configurations where one output is routed into another gate as input and each gate follows specific rules. Combinations of these gates allow you to get a circuit to perform basic calculations. For example this is a simple circuit that adds up [--] numbers"  
[X Link](https://x.com/anyuser/status/1981499774713872497)  2025-10-23T23:15Z [----] followers, 38.6K engagements


"$KRKNF: Created an automated report and found affiliated entities on Kraken Robotics. There are alot of defense connections and further reinforces the connection between Kraken and Anduril. Interestingly enough Kristen Robertson who serves on the board of Kraken also spent over [--] years as senior leadership at Boeing and was also President at Raytheon focusing on Space & Intelligence. Lots of affiliated defense companies and expertise here"  
[X Link](https://x.com/jusbar23/status/1981848749182984534)  2025-10-24T22:22Z [---] followers, 22.7K engagements


"$ASTS: Successfully connects an off the shelf Iot device to ASTs network. This section in the screenshots is so bullish everything just works. No modifications needed: The test conducted in New Brunswick Canada marks a pivotal moment for global connectivity. A standard off-the-shelf BeWhere LTE IoT tracking device successfully connected to and transmitted location and sensor data directly through an AST SpaceMobile BlueBird satellite the largest commercial phase-array ever deployed in low Earth orbit. The signal was then seamlessly routed through Bell's terrestrial network demonstrating the"  
[X Link](https://x.com/jusbar23/status/1983150991189938286)  2025-10-28T12:36Z [---] followers, 13.1K engagements


"AST Satellites are larger in size and power that lets them support lowband signal. This allows them to provide signal indoors. In addition they support all current phones on the market without requiring a hardware upgrade. [--] AST satellite is the same as tens of Starlink satellites due to the size and power differences"  
[X Link](https://x.com/jusbar23/status/1983964864315060467)  2025-10-30T18:30Z [---] followers, [---] engagements


"$ASTS: AST just refreshed their entire website.early signs of commercialization Seems like some big news is coming. Credit @BDaddyPen for the find https://ast-science.com/ https://ast-science.com/"  
[X Link](https://x.com/jusbar23/status/1994456046249677299)  2025-11-28T17:19Z [----] followers, 75.5K engagements


"@BDaddyPen This is the first time they publicly stated that they see the potential to be a trillion dollar company. https://ast-science.com/company/ https://ast-science.com/company/"  
[X Link](https://x.com/jusbar23/status/1994459150584012899)  2025-11-28T17:31Z [---] followers, [----] engagements


"$ASTS: AST Verizon and AT&T submit their responses to the SCS docket https://www.fcc.gov/ecfs/search/search-filings/filing/1128206103458 https://www.fcc.gov/ecfs/search/search-filings/filing/11282056629923 https://www.fcc.gov/ecfs/search/search-filings/filing/1128004621045 https://www.fcc.gov/ecfs/search/search-filings/filing/1128206103458 https://www.fcc.gov/ecfs/search/search-filings/filing/11282056629923 https://www.fcc.gov/ecfs/search/search-filings/filing/1128004621045"  
[X Link](https://x.com/jusbar23/status/1995525740964573285)  2025-12-01T16:09Z [----] followers, 43.7K engagements


"$ASTS: FM2 STA and Modification application just registered at the FCC"  
[X Link](https://x.com/jusbar23/status/1997139041779663140)  2025-12-06T03:00Z [---] followers, 10.9K engagements


"$ASTS: SpaceX STA renewal for BlueBird Block [--] processing in Cape Canaveral is approved https://apps.fcc.gov//els/GetAtt.htmlid=389324&x= https://apps.fcc.gov//els/GetAtt.htmlid=389324&x="  
[X Link](https://x.com/jusbar23/status/1998754943340278254)  2025-12-10T14:01Z [---] followers, 16.6K engagements


"@GBP_HS @AlexfromBabylon AST has an MOU with MTN that Im suspecting theyre trying to convert to DA. Usually if they get the DA and its exclusive the other providers in the region sign with Starlink. This is similar to how Rakuten signed with AST and the other Japanese MNOs went Starlink"  
[X Link](https://x.com/jusbar23/status/2001643778889920578)  2025-12-18T13:20Z [---] followers, [---] engagements


"@TLEROY5 SIDU space did a major round of dilution stat arb algos sold off other space stocks"  
[X Link](https://x.com/jusbar23/status/2003291800946262023)  2025-12-23T02:29Z [---] followers, [---] engagements


"$ASTS: Time between satellite launches [--] months between BW1 - BW3 [--] months between BW3 - BB1-5 [--] months between BB1-5 - BB6 1-2 month between BB6 - BB7 (already shipped to cape) Things are accelerating"  
[X Link](https://x.com/jusbar23/status/2003926320456323436)  2025-12-24T20:30Z [---] followers, 28.6K engagements


"$ASTS: D-Day is unfortunately coming for the shorts. [----] was a transformative year for the company AST has secured their future success by raising the capital signing the launch contracts and launching the first next gen satellite into orbit [----] is when the rubber meets the road and the company will show whether its worth its valuation by its own merit. https://twitter.com/i/web/status/2005063442709774396 https://twitter.com/i/web/status/2005063442709774396"  
[X Link](https://x.com/jusbar23/status/2005063442709774396)  2025-12-27T23:49Z [----] followers, [----] engagements


"$ASTS: Soon the hockey growth curve is going to start to show itself and people are going to be clamoring to get a piece"  
[X Link](https://x.com/jusbar23/status/2006368514559631783)  2025-12-31T14:15Z [----] followers, 12.6K engagements


"STC committed $1B as a minimum revenue commitment and thats before they even launched. AST has DA's with 2/3 of the US major carriers (Verizon and AT&T) and one of the largest MNOs in Europe and Africa (Vodafone) with each of them committing significant resources to building out and selling the service (SatCO JV). They also have a services agreement with Google a tech company that own [--] products with over a billion users. But yeah they're just a meme stock https://twitter.com/i/web/status/2007599952793591889 https://twitter.com/i/web/status/2007599952793591889"  
[X Link](https://x.com/jusbar23/status/2007599952793591889)  2026-01-03T23:48Z [----] followers, [---] engagements


"@docmilanfar @united Domestic carriers all are pretty bad. Asia and Middle eastern airlines are the best imo. This was on my recent @SingaporeAir flight"  
[X Link](https://x.com/jusbar23/status/2007971629989585346)  2026-01-05T00:25Z [----] followers, [---] engagements


"$ASTS: FM2 launch is granted βœ… We're all set for launch"  
[X Link](https://x.com/jusbar23/status/2008233744285737147)  2026-01-05T17:46Z [----] followers, [----] engagements


"$ASTS: Today [--] new comments and petitions were filed independently against the SpaceX MSS constellation or the "everything application" Globalstar (Petition to Deny) Ligado (Comments to deny L-Band) Viasat (Petition to Deny) Liberty Latin America Ltd (Comments) Iridium (Petition to Deny) Blue Origin (Comments) DarkSky (Opposition) SES (Comments) The Tomorrow Companies (Deny waiver uplink) NRAO (Comments) Mobile Satellite Services Association (Petition to Deny) DirectTV (Petition to deny) https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-LOA-20250916-00282"  
[X Link](https://x.com/jusbar23/status/2008347886606598490)  2026-01-06T01:20Z [----] followers, 18.1K engagements


"@1fantasyqb @jawnzilla @thekookreport I think the real question is If we're at [----] TSLA on the curve ASTX will outperform heavily"  
[X Link](https://x.com/jusbar23/status/2010049052415807638)  2026-01-10T18:00Z [----] followers, [---] engagements


"$ASTS: Incredible write up and rebuttal Once you strip that away whats left is: -a capital-intensive infrastructure bet -with real technology -real partners -and real execution risk This is the meat of the investment for me $ASTS: I promised my good friend Mr. Vluations to share my thoughts on his Substack piece so here we go. First off its quite refreshing to see a well-written attempt at a short thesis. The last real one we saw was a long time ago from our good friends at @KerrisdaleCap back https://t.co/NDoFZoUj4D $ASTS: I promised my good friend Mr. Vluations to share my thoughts on his"  
[X Link](https://x.com/jusbar23/status/2010067071414222863)  2026-01-10T19:11Z [----] followers, [----] engagements


"$ASTS: Bears are bringing up IRDM going bankrupt as a gotcha but if youve been following the mob long enough you would know that the Iridium story was basically assigned reading with a book report. IRDM and ASTSs approach are widely different + Iridium acquired their own spectrum which is a long and expensive process AST partners with MNOs and uses their spectrum which is already built into almost every mobile phones in the market + Launch costs were expensive when IRDM launched they have gone down drastically in the era of reusable rockets + Iridium was a subsidiary of Motorola and was"  
[X Link](https://x.com/jusbar23/status/2010443144777679123)  2026-01-11T20:06Z [----] followers, [----] engagements


"$ASTS: IYKYK"  
[X Link](https://x.com/jusbar23/status/2010798588507644376)  2026-01-12T19:38Z [----] followers, [----] engagements


"$ASTS: Reps met with the FCC to discuss modifications to the SCS application Hopefully an approval is coming soon https://www.fcc.gov/ecfs/document/10116668821324/1 https://www.fcc.gov/ecfs/document/10116668821324/1"  
[X Link](https://x.com/jusbar23/status/2012224419473580533)  2026-01-16T18:04Z [----] followers, 24.9K engagements


"@OmniAeronautica @FloridaSaltyman This is how I felt after I missed the first spike in the $NVDA rally"  
[X Link](https://x.com/jusbar23/status/2012628301962006720)  2026-01-17T20:49Z [----] followers, [---] engagements


"@TheodorusAtheos Thanks for the correction I tried to edit the post but it wouldn't let me"  
[X Link](https://x.com/jusbar23/status/2015506803778269537)  2026-01-25T19:27Z [----] followers, [----] engagements


"You realize that the chance of a packet reaching the ground successfully depends on the signal to noise ratio and can be compensated with a larger antenna that has more gain. AST satellites are much larger gain to compensate for the extra distance. VLEO requires a faster orbit than LEO so the doppler shift comp is a bigger problem for Starlink. Currently both Starlink and AST uses FGPAs so I'm going to assume about the same processing time for a packet once it's in the air. That being said it's a negligible latency in the microseconds. A straight doubling of latency is very unlikely unless"  
[X Link](https://x.com/jusbar23/status/2015524078287827128)  2026-01-25T20:36Z [----] followers, [--] engagements


"Starlink V3 is extremely dependent on Starship being functional to begin deployment. I'm skeptical of them being able to reach a stage of scaled deployment until 2027/2028. AST has gained access to Ligado's L Band in North America which gives it an equivalent spectrum holding to Starlink's S band and is aiming for Midband bird deployment by end of [----]. AST is already capable of broadcasting [---] mbps per beam which only brings Starlink up to close to parity with an AST satellite. This number for AST will be able to go up with Massive MIMO. Capacity wise I agree Starlink's terminal capacity"  
[X Link](https://x.com/jusbar23/status/2015788107531006413)  2026-01-26T14:05Z [----] followers, [---] engagements


"In addition I would like to add that the 15k constellation is sharing capacity between FSS and DTC. Since the primary constraint of a satellite system is power and heat it's unlikely that they will use all of the capacity for DTC. AST by contrast only serves DTC as a primary use case. https://twitter.com/i/web/status/2015788529180201188 https://twitter.com/i/web/status/2015788529180201188"  
[X Link](https://x.com/jusbar23/status/2015788529180201188)  2026-01-26T14:06Z [----] followers, [---] engagements


"$ASTS Next Spaceflight has changed BB2 launch from NET Q2 to NET May 2025"  
[X Link](https://x.com/jusbar23/status/1902110970886943007)  2025-03-18T21:32Z [----] followers, [----] engagements


"$ASTS: Some addition paper work was filed on the Blue Origin side for NG3 which will launch BB7. This is for deconflicting with the Artemis mission currently NET March [----]. This might give us some clues on the approximate launch time"  
[X Link](https://x.com/jusbar23/status/2021381339984035980)  2026-02-11T00:30Z [----] followers, 11.4K engagements


"$ASTS: Some new job listings related to launch operations were just posted coincidently on the night of the convert. - Launch Campaign Logistics Lead - Launch Operations Mechanical Engineer - Launch Operations Mechanical Engineer Lead - Launch Structural Technician A dedicated team at the Cape sounds like they are gearing up for a ton of launches https://twitter.com/i/web/status/2021764554976575503 https://twitter.com/i/web/status/2021764554976575503"  
[X Link](https://x.com/anyuser/status/2021764554976575503)  2026-02-12T01:53Z [----] followers, 20.8K engagements


"$ASTS: International S Band mod and domestic 2Ghz app were accepted for filing and public noticed today This means there were no issues with the filing and regulatory process can continue - International S Band is for using S band spectrum in other countries - Domestic 2Ghz is for using the unused sliver of 5Mhz uplink spectrum next to AWS4"  
[X Link](https://x.com/anyuser/status/2022068022656348418)  2026-02-12T21:59Z [----] followers, 17K engagements


"$ASTS: All these things have happened and its only January"  
[X Link](https://x.com/jusbar23/status/1885190037404291136)  2025-01-31T04:55Z [----] followers, 36.6K engagements


"$CEPT $SECZ: Network graph for Securitize soon to go public through a De-SPAC Generated with http://markets.birdeyedata.com http://markets.birdeyedata.com"  
[X Link](https://x.com/jusbar23/status/1983569819627626868)  2025-10-29T16:21Z [----] followers, [----] engagements


"$ASTS: Things are falling in place Something good just came out after this high level Ex-parte meeting re: Full $ASTS constellation commercial application FCC grants for NGSO systems references: -altitude ranges -inclination limits -station-keeping envelopes You cannot draft those without tolerances. 🧢🐈 1/ Something good just came out after this high level Ex-parte meeting re: Full $ASTS constellation commercial application FCC grants for NGSO systems references: -altitude ranges -inclination limits -station-keeping envelopes You cannot draft those without tolerances. 🧢🐈 1/"  
[X Link](https://x.com/jusbar23/status/2014841730156073422)  2026-01-23T23:24Z [----] followers, [----] engagements


"$ASTS: Reminder: As you move farther away from earth you have a wider field of view. This allows you to cover the earth with less satellites. Starlink needs hundreds of satellites to provide the same amount of coverage as a single AST Spacemobile satellite. These constant disconnects and reconnects drains your phone faster than if you were connected to a single satellite. The massive antenna size of an AST satellites lets them operate farther due to having more power to mitigate the loss in signal (Inverse square law) https://twitter.com/i/web/status/2015119281554379218"  
[X Link](https://x.com/jusbar23/status/2015119281554379218)  2026-01-24T17:47Z [----] followers, 215.1K engagements


"$ASTS: Beam size is important for Direct to Device performance. A larger beam means more shared capacity between all of the users inside the beam. AST SpaceMobile uses 24km diameter narrow beams while Starlink uses about 50km diameter beams. AST is also capable of projecting [----] beams per satellite whereas Starlink supports reportedly [--] beams per satellite. With a 120mbps capacity per beam for AST this means more concurrent users doing higher bandwidth things than the 17mbps for Starlink. Access to more spectrum allows a satellite handle more beams through techniques like spectral reuse"  
[X Link](https://x.com/jusbar23/status/2015493797266768002)  2026-01-25T18:35Z [----] followers, 48K engagements


"@StillPlaysCrick @CytoplasmicANA Based on the text they say "5000 consumers across [--] Vodafone markets" I'm assuming this survey was for the [--] Vodafone markets: Albania Czech Republic Germany Greece Ireland Portugal Romania Turkey and the United Kingdom"  
[X Link](https://x.com/jusbar23/status/2016226650040537407)  2026-01-27T19:07Z [----] followers, [---] engagements


"$ASTS: AST AT&T Verizon and Firstnet met with the FCC on Jan [--] [----] for a joint ex-parte about how grant approval will expand communications and will not result in harmful interference Approval feels imminent $VZ $T https://www.fcc.gov/ecfs/search/search-filings/filing/10123296818540 https://www.fcc.gov/ecfs/search/search-filings/filing/10123296818540"  
[X Link](https://x.com/jusbar23/status/2016543536229826888)  2026-01-28T16:06Z [----] followers, 95.1K engagements


"$ASTS: Submitted an update to the US SCS STA application to set max power for the 824-849 Mhz and 869-894Mhz bands in certain regions. Seems like they are tidying up the application on the FCC's request https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-STA-20251210-00377 https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-STA-20251210-00377"  
[X Link](https://x.com/jusbar23/status/2016958059638091855)  2026-01-29T19:34Z [----] followers, 27.6K engagements


"@SpacBobby ASTS shorts repeatedly shorting the hole"  
[X Link](https://x.com/jusbar23/status/2017083025679405377)  2026-01-30T03:50Z [----] followers, [---] engagements


"@Starlink @SpaceX This is really cool you made this and are making it free - but probably wouldnt be as big of a problem if you werent sending a billion objects into orbit"  
[X Link](https://x.com/jusbar23/status/2017100420498305032)  2026-01-30T04:59Z [----] followers, [----] engagements


"$ASTS: Ligado FCC filing has been accepted for filing and public notice We should see a public notice doc released shortly. Things are moving along https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-MOD-20251206-00374 https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-MOD-20251206-00374"  
[X Link](https://x.com/jusbar23/status/2017239652227297565)  2026-01-30T14:13Z [----] followers, 62.8K engagements


"$ASTS: Ligado public notice is up https://docs.fcc.gov/public/attachments/DOC-418355A2.pdf $ASTS: Ligado FCC filing has been accepted for filing and public notice We should see a public notice doc released shortly. Things are moving along https://t.co/O22KDi0u5X https://t.co/Nqp8Tg0anR https://docs.fcc.gov/public/attachments/DOC-418355A2.pdf $ASTS: Ligado FCC filing has been accepted for filing and public notice We should see a public notice doc released shortly. Things are moving along https://t.co/O22KDi0u5X https://t.co/Nqp8Tg0anR"  
[X Link](https://x.com/jusbar23/status/2017294517192315040)  2026-01-30T17:51Z [----] followers, 39K engagements


"$ASTS: SCS Non US STA is granted H/t: @The_SPACTATOR https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-STA-20251210-00378 https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-STA-20251210-00378"  
[X Link](https://x.com/jusbar23/status/2017388180488503794)  2026-01-31T00:03Z [----] followers, 104.5K engagements


"$ASTS: Can confirm. The talent in spacemob is immense @valuations_ @PiranhaCapital @spradnik @Defiantclient2 @AST_SpaceMobile @silberschmelzer @spacanpanman Why are you so condescending You have taken stock of the immense amount of work weve done. I dont get it. You also seem to think were a bunch of dopes. You truly have no idea who is part of #Spacemob. Last night I learned we had yet *another* ballistic missile engineer https://t.co/KCnpzYr9e2 @valuations_ @PiranhaCapital @spradnik @Defiantclient2 @AST_SpaceMobile @silberschmelzer @spacanpanman Why are you so condescending You have taken"  
[X Link](https://x.com/jusbar23/status/2017404342102372573)  2026-01-31T01:07Z [----] followers, [----] engagements


"@NHSpaceMob @spacanpanman Commercial beta test soon imo"  
[X Link](https://x.com/jusbar23/status/2018324694353514517)  2026-02-02T14:04Z [----] followers, [---] engagements


"$ASTS: The grant is now reuploaded and corrected $ASTS: SCS Non US STA is granted https://t.co/WrS2PfeALl H/t: @The_SPACTATOR https://t.co/4bFUsgEuEi $ASTS: SCS Non US STA is granted https://t.co/WrS2PfeALl H/t: @The_SPACTATOR https://t.co/4bFUsgEuEi"  
[X Link](https://x.com/jusbar23/status/2018689328600227897)  2026-02-03T14:13Z [----] followers, 25.4K engagements


"@saylor Hyperliquid"  
[X Link](https://x.com/jusbar23/status/2019596717486928215)  2026-02-06T02:19Z [----] followers, [---] engagements


"$ASTS: Soon after non-US SCS testing application was approved a follow up email indicates that AST has already provided information to begin testing in Mexico Ireland and Canada. Mexico and Ireland look good to go however Canada is waiting for authorization from the Innovation Science and Economic Development (ISED) to begin testing. https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-STA-20251210-00378 https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-STA-20251210-00378"  
[X Link](https://x.com/jusbar23/status/2019745160930664778)  2026-02-06T12:09Z [----] followers, 28.4K engagements


"$ASTS: Additional SCS application for Canada"  
[X Link](https://x.com/jusbar23/status/2019745162864238816)  2026-02-06T12:09Z [----] followers, [----] engagements


"$ASTS: A few new roles were added in India to manage and maneuver the satellite fleet during hours when the US team isn't available or it's not flying over the US. Further signs that they are continuing to get ready for commercial operations as they are building out a "follow the sun" operation model"  
[X Link](https://x.com/jusbar23/status/2019917582858613229)  2026-02-06T23:34Z [----] followers, [----] engagements


"$ASTS: A public notice was published today that indicates the US SCS special testing authorization was granted In addition the application status has changed to granted. Looks like we were approved or some movement happened however a grant wasn't released publicly. SAT-STA-20251210-00377 - Granted with conditions (US) SAT-STA-20251210-00378 - Granted with conditions (Non US) https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-STA-20251210-00377 https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-STA-20251210-00377"  
[X Link](https://x.com/jusbar23/status/2019934802041008317)  2026-02-07T00:42Z [----] followers, [----] engagements


"$ASTS: Only NASA Intelligence agencies and a now small satellite manufacturer from Midland Texas have ever deployed an antenna this size in space. The connotation of AST being a meme stock is unjustified. They are accomplishing feats even people at one of the leading Space companies think is "terrifying" $ASTS: Here's a prime example why Starlink is so far behind AST SpaceMobile's technological lead In [----] this Starlink engineer thought AST's large phased arrays were "terrifying" and "more or less impossible" to deploy 🧠 You need to think different to innovate and succeed"  
[X Link](https://x.com/jusbar23/status/2021441769066709308)  2026-02-11T04:30Z [----] followers, 11.8K engagements


"Bluewalker [--] was decommissioned on November [----] I think it was initially helpful to test things like link budget and modifications to the LTE/5g algorithms to account for a greater distance. This was a cheap and effective proof of concept that a budget can be closed. Once BW3+ was launched its not as effective anymore since you would also want to test the signal in multiple connections which can't be done if the sat on the ground is stationary. https://twitter.com/i/web/status/2021598696484573316 https://twitter.com/i/web/status/2021598696484573316"  
[X Link](https://x.com/jusbar23/status/2021598696484573316)  2026-02-11T14:54Z [----] followers, [--] engagements


"$ASTS: Don't overthink it its not that hard SENATE COMMERCE COMMITTEE APPROVES BILL TO SPEED APPROVALS OF NEW SATELLITE LAUNCHES SENATE COMMERCE COMMITTEE APPROVES BILL TO SPEED APPROVALS OF NEW SATELLITE LAUNCHES"  
[X Link](https://x.com/anyuser/status/2021967593985523969)  2026-02-12T15:20Z [----] followers, [----] engagements


"@ATT @TMobile [--] hours is just how long the message takes to send"  
[X Link](https://x.com/jusbar23/status/2022096535761432740)  2026-02-12T23:52Z [----] followers, [----] engagements


"$ASTS: FPGA vs ASIC: Why is it such a big deal 🧩 To understand we need to understand that at it's core a computer is made up of logic gates. These logic gates are laid out in configurations where one output is routed into another gate as input and each gate follows specific rules. Combinations of these gates allow you to get a circuit to perform basic calculations. For example this is a simple circuit that adds up [--] numbers"  
[X Link](https://x.com/anyuser/status/1981499774713872497)  2025-10-23T23:15Z [----] followers, 38.6K engagements


"The ITU just gave AST SpaceMobile its own global mobile network code (MCC [---] / MNC 57). This is like getting an official international phone network license plate. Phones and mobile operators can now recognize ASTS as a real mobile network not just an experimental system"  
[X Link](https://x.com/anyuser/status/2022997112812868070)  2026-02-15T11:31Z [---] followers, 37K engagements


"🚨🚨 $ASTS WEEK IN REVIEW🚨🚨 ASTS once again attempts to scare everyone into selling. The Company is raising mountains of cash and expands its stated uses of proceeds. The future looks brightest right as its pitch black - why pitch black FM-1 blocked out the sun. But it unfolded (fine Scott.you win). That and more on this week's Weekly"  
[X Link](https://x.com/anyuser/status/2022500736794317078)  2026-02-14T02:38Z 14.8K followers, 26.6K engagements


"$ASTS Something to watch "SAT Streamlining Act" NGSO is heating up. Everyone wants a constellation including To Sam. A certain Texas lawmaker is attempting to slash some red tape. 1/n"  
[X Link](https://x.com/anyuser/status/2022438040690475036)  2026-02-13T22:29Z [---] followers, [----] engagements


"RT @The_SPACTATOR: $ASTS: AT&T CEO John Stankey on Squawk Box discussing their partnership with AST Spacemobile and future satellite connec"  
[X Link](https://x.com/anyuser/status/2022320380548157854)  2026-02-13T14:42Z [----] followers, [--] engagements


"$ASTS: AT&T CEO John Stankey on Squawk Box discussing their partnership with AST Spacemobile and future satellite connectivity $ASTS AT&T CEO Stankey interview this morning on CNBC talking connectivity fiber satellite. Highlighted importance of LEO's & their partnership with $ASTS @spacanpanman @Reformed_Trader @mc_khristina https://t.co/EVPXdhiJfK $ASTS AT&T CEO Stankey interview this morning on CNBC talking connectivity fiber satellite. Highlighted importance of LEO's & their partnership with $ASTS @spacanpanman @Reformed_Trader @mc_khristina https://t.co/EVPXdhiJfK"  
[X Link](https://x.com/anyuser/status/2022319134302761415)  2026-02-13T14:37Z [----] followers, 28.3K engagements


"$ASTS AT&T CEO Stankey interview this morning on CNBC talking connectivity fiber satellite. Highlighted importance of LEO's & their partnership with $ASTS @spacanpanman @Reformed_Trader @mc_khristina"  
[X Link](https://x.com/anyuser/status/2022308403754815673)  2026-02-13T13:54Z [----] followers, 31.3K engagements


"$ASTS IMO in short term share price would not be much different than if they hadnt done capital raises. Long term it brings value higher & reduces downside risk with a fortress balance sheet. Use $RKLB as to comp that shows similar pullbacks but AST has raised $3.5b"  
[X Link](https://x.com/anyuser/status/2022180833743012016)  2026-02-13T05:27Z [----] followers, 11.6K engagements


"Point of this is looking at this chart when $ASTS dropped from its capital raises theres a good chance it would have happened anyways without the raise like $RKLB as they are correlated right now. ASTS likely woulda been down 7-11% today anyways. A company goes public to access capital markets & if your stock has 10-20x in 2yrs its completely reasonable do to raises & if you are truly a high growth company with large opportunities you take advantage of what the market is giving you to pounce on them. https://twitter.com/i/web/status/2022180844744704052"  
[X Link](https://x.com/anyuser/status/2022180844744704052)  2026-02-13T05:27Z [----] followers, [----] engagements


"$ASTS raises 1/22/25 - $460m 5/13/25 - $500m ATM 7/24/25 - $575m 10/7/25 - $800m ATM 10/21/25 - $1.15b 2/11/26 - $1.15b Total = $4.6b Taking cash from $567m on 12/31/25 to $4b now During these events they also flushed converts (the 1/22 & half of 7/24) that were deep ITM which is beneficial for convert investors (hard to profit off vol when deep ITM & carry cost) & reduces downside debt spiral risk. Very smart move to clean up. https://twitter.com/i/web/status/2022180835680825721 https://twitter.com/i/web/status/2022180835680825721"  
[X Link](https://x.com/anyuser/status/2022180835680825721)  2026-02-13T05:27Z [----] followers, 23.6K engagements


"$ASTS: International S Band mod and domestic 2Ghz app were accepted for filing and public noticed today This means there were no issues with the filing and regulatory process can continue - International S Band is for using S band spectrum in other countries - Domestic 2Ghz is for using the unused sliver of 5Mhz uplink spectrum next to AWS4"  
[X Link](https://x.com/anyuser/status/2022068022656348418)  2026-02-12T21:59Z [----] followers, 17K engagements


"@CatSE___ApeX___ about the 5Mhz sliver as a reminder https://x.com/catse___apex___/status/2015767686970503337s=46 The direct-to-cell (D2C) space race recently hit a fever pitch. $ASTS has filed a strategic move at the FCC for a 5MHz "sliver" of [--] GHz spectrum (2020-2025 MHz). It looks like a niche filing but its actually a billion-dollar chess move against SpaceX. πŸͺ“πŸˆ 1/n https://t.co/LXoQZ3pxwG https://x.com/catse___apex___/status/2015767686970503337s=46 The direct-to-cell (D2C) space race recently hit a fever pitch. $ASTS has filed a strategic move at the FCC for a 5MHz "sliver" of [--] GHz"  
[X Link](https://x.com/anyuser/status/2022069601128075684)  2026-02-12T22:05Z [----] followers, [----] engagements


"The direct-to-cell (D2C) space race recently hit a fever pitch. $ASTS has filed a strategic move at the FCC for a 5MHz "sliver" of [--] GHz spectrum (2020-2025 MHz). It looks like a niche filing but its actually a billion-dollar chess move against SpaceX. πŸͺ“πŸˆ 1/n"  
[X Link](https://x.com/anyuser/status/2015767686970503337)  2026-01-26T12:44Z 14.9K followers, 41.3K engagements


"$ASTS: I expect Morgan Stanley and JP Morgan to pick up research coverage of AST SpaceMobile in the coming weeks/months which will help broaden institutional interest. While UBS was listed on public docs as the "Placement Agent" the actual bookrunners and co-managers for the deal were: Joint Book-Runners: UBS Barclays Bank of America Deutsche Bank πŸ‘‰ JP Morgan πŸ‘‰ Morgan Stanley Cantor Fitzgerald William Blair Co-Managers B Riley Roth Capital Clear Street You know who is missing from here Scotia Bank πŸ˜‚ https://twitter.com/i/web/status/2022057324559397254"  
[X Link](https://x.com/anyuser/status/2022057324559397254)  2026-02-12T21:16Z 43.8K followers, 33K engagements


"$ASTS: βœ… Wellness check"  
[X Link](https://x.com/anyuser/status/2022053207753809977)  2026-02-12T21:00Z [----] followers, [----] engagements


"RT @nuke2astra: $ASTS BlueBird [--] with its massive [----] square foot arrays observed relative brightness in the sky is 95% dimmer () than"  
[X Link](https://x.com/anyuser/status/2022025083691344175)  2026-02-12T19:08Z [----] followers, [--] engagements


"$ASTS BlueBird [--] with its massive [----] square foot arrays observed relative brightness in the sky is 95% dimmer () than expected. this is a HUGE deal and another example of the extreme level of engineering ingenuity at @AST_SpaceMobile so if you like dark night skies and global 4G/5G connectivity then guess what youll love the Block-2 BlueBirds ✨ Early Tuesday morning I observed Bluebird [--] from here in Tucson on a favorable overpass. At its brightest it was about magnitude +1.8 comparable to the brightness of the stars in the Big Dipper. I got some images as well; here it is passing near the"  
[X Link](https://x.com/anyuser/status/2022024416742535504)  2026-02-12T19:06Z [---] followers, [----] engagements


"Early Tuesday morning I observed Bluebird [--] from here in Tucson on a favorable overpass. At its brightest it was about magnitude +1.8 comparable to the brightness of the stars in the Big Dipper. I got some images as well; here it is passing near the "Lozenge" asterism in Draco"  
[X Link](https://x.com/anyuser/status/2021638247609520413)  2026-02-11T17:31Z [----] followers, [----] engagements


"$ASTS: Don't overthink it its not that hard SENATE COMMERCE COMMITTEE APPROVES BILL TO SPEED APPROVALS OF NEW SATELLITE LAUNCHES SENATE COMMERCE COMMITTEE APPROVES BILL TO SPEED APPROVALS OF NEW SATELLITE LAUNCHES"  
[X Link](https://x.com/anyuser/status/2021967593985523969)  2026-02-12T15:20Z [----] followers, [----] engagements


"SENATE COMMERCE COMMITTEE APPROVES BILL TO SPEED APPROVALS OF NEW SATELLITE LAUNCHES"  
[X Link](https://x.com/anyuser/status/2021966946271740309)  2026-02-12T15:17Z 1.2M followers, 102.1K engagements


"Bang shows up pretty damn clearly now. $ASTS Looks like we can see the two deployments. Whether it was the cross bar the full thing the PLM or some combination.all I know is that in tonight's Owners meeting with myself I reflected on the state of my industrial empire: largest commercial phased array as 5G data use cases explodes largest power on orbit satellite known to exist commercially one of largest satellite production capabilities in the world one of largest balance sheets in space industry world class team kick ass merch store (which will hopefully add sunglasses soon (@ashleybezamat"  
[X Link](https://x.com/anyuser/status/2021832728694731253)  2026-02-12T06:24Z 14.8K followers, 17.6K engagements


"@peterlindmark Looks like a very positive offering for the company. Would be foolish not to take it when a lot of avenues are opening for different revenue models. Allows the company to move a lot faster fuck the haters"  
[X Link](https://x.com/anyuser/status/2021916000967602197)  2026-02-12T11:55Z [--] followers, [----] engagements


"$ASTS: Some new job listings related to launch operations were just posted coincidently on the night of the convert. - Launch Campaign Logistics Lead - Launch Operations Mechanical Engineer - Launch Operations Mechanical Engineer Lead - Launch Structural Technician A dedicated team at the Cape sounds like they are gearing up for a ton of launches https://twitter.com/i/web/status/2021764554976575503 https://twitter.com/i/web/status/2021764554976575503"  
[X Link](https://x.com/anyuser/status/2021764554976575503)  2026-02-12T01:53Z [----] followers, 20.8K engagements


"$ASTS had this exact conversation last night with another investor. I don't see this as a negative other than very short term price action. They are positioning themselves for a rich balance sheet as things start ramping"  
[X Link](https://x.com/anyuser/status/2021705792768938319)  2026-02-11T21:59Z 113.9K followers, 32.9K engagements


"$ASTS FWIW the company did a convert about a year ago January 22nd [----] stock dropped about 10% went sideways for another week then rallied 50% the following [--] days. History often rhymes and we have catalyst galore on deck. Only investors survive"  
[X Link](https://x.com/anyuser/status/2021722378359689408)  2026-02-11T23:05Z 33.1K followers, [----] engagements


"Pixel [--] Pro SCS tests & grant. $ASTS bands and FirstNet supported. https://apps.fcc.gov/oetcf/eas/reports/ViewExhibitReport.cfmmode=Exhibits&RequestTimeout=500&calledFromFrame=N&application_id=XTJ84CPpjfx8bQO9jjtoNQ%3D%3D&fcc_id=A4RGEHN3 https://apps.fcc.gov/oetcf/eas/reports/ViewExhibitReport.cfmmode=Exhibits&RequestTimeout=500&calledFromFrame=N&application_id=XTJ84CPpjfx8bQO9jjtoNQ%3D%3D&fcc_id=A4RGEHN3"  
[X Link](https://x.com/anyuser/status/2021697258253602978)  2026-02-11T21:26Z 14.9K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@jusbar23 Avatar @jusbar23 Justin

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

Engagements: [------] #

Engagements Line Chart

  • [--] Week [------] -37%
  • [--] Month [-------] +1,053%
  • [--] Months [-------] +1,453%
  • [--] Year [-------] +1,278%

Mentions: [--] #

Mentions Line Chart

  • [--] Months [--] -6.10%
  • [--] Year [--] +66%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +1.80%
  • [--] Month [-----] +32%
  • [--] Months [-----] +221%
  • [--] Year [-----] +615%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance stocks countries technology brands automotive brands luxury brands fashion brands social networks celebrities cryptocurrencies

Social topic influence $asts #105, asts #103, ast, spacex, this is, in the, tesla, debt, future, constellation

Top accounts mentioned or mentioned by @spacanpanman @astspacemobile @catseapex @kingtutcap @defiantclient @thespactator @ivanhri91235556 @mcmulliganhall @enoughbllst @spaceinvestord @blueorigin @att @just1nmke @nattetosti069 @itschrisray @redebtlawyer @grok @lostfundamental @bdaddypen @defiantclient2

Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Tesla, Inc. (TSLA) StarLink (STARL) Reddit, Inc. (RDDT) Verizon Communications Inc. (VZ) BETA Technologies, Inc. (BETA) Bank of America (BAC) Alphabet Inc Class A (GOOGL) Rocket Lab USA, Inc. Common Stock (RKLB) MAPS (MAPS) Roost (ROOST) American Tower Corp (AMT) Viasat Inc (VSAT)

Top Social Posts

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

"@SurrealInvestor Its funny Tim cites upload speed as the main hinderance but 95% of consumers only care about download.most conventional software barely sends any data upwards"
X Link 2024-08-19T12:46Z [---] followers, [--] engagements

"@CatSE___ApeX___ Hot take but I actually hope Starlink will be able to start their D2D service since nothing gets headlines like Starlink and Elon Musk. Changing wireless providers isn't easy it'll draw attention that ASTS is an option. Similar to the ChatGPT and AI"
X Link 2024-08-23T16:42Z [---] followers, [---] engagements

"@kingtutcap Tesla was a meme stock too πŸ€·πŸ»β™‚"
X Link 2024-10-03T01:35Z [---] followers, [----] engagements

"Surprised I never watched this interview but great recollection of the story of AST so far from former AT&T President @chrissambar $ASTS"
X Link 2024-12-06T14:08Z [---] followers, [----] engagements

"What a statement $ASTS"
X Link 2024-12-08T15:34Z [---] followers, [---] engagements

"As someone that lost alot of money on $MAPS during the SPAC boom this lawsuit really makes my blood boil. 40% of traffic was being attributed to popup ads where 2% of those users actually engaged"
X Link 2024-12-12T03:30Z [---] followers, [---] engagements

"@chraskalj @Michael97670912 @CatSE___ApeX___ From the Q3 earnings call seems like its IRSO SpaceX x2 New Glenn x3 then again they use the words 'expect' and 'probably' so its not set in stone"
X Link 2024-12-15T22:38Z [---] followers, [--] engagements

"$ASTS commenters know whats up http://slickdeals.net http://slickdeals.net"
X Link 2024-12-17T21:51Z [---] followers, [---] engagements

"Going be better with [--] Block 2s inside $ASTS Blue Origin aiming for New Glenn to launch by year-end. Here's a render just released by the company. https://t.co/SLutgaGNDj Blue Origin aiming for New Glenn to launch by year-end. Here's a render just released by the company. https://t.co/SLutgaGNDj"
X Link 2024-12-23T20:11Z [---] followers, [---] engagements

"@defiantclient @vrsvendsen1 They announced during Q3 EC that they will backfill with SpaceX if BO isnt ready by launch time Manufacturing wise this is where vertical integration shines. It is 95% in ASTs control"
X Link 2024-12-24T11:51Z [---] followers, [---] engagements

"@very_demanda Most Rolexs arent even on the top [--] on Its almost as if resellers are selling the Rolex narrative https://watchrank.fyi/rankings https://watchrank.fyi/rankings"
X Link 2024-12-29T21:43Z [---] followers, [---] engagements

"πŸ§‘πŸ»πŸ’» I built this website with AI in [--] hours and $12 In the future every 10x engineer can be a 100x engineer All you need is your imagination (1/6)"
X Link 2024-12-31T00:27Z [---] followers, [--] engagements

"πŸ’‘ Why There was no apparent community sourced way of finding watches on the internet most reviews are biased and driven by influencers. Watch brands like Rolex and put on a pedestal while lesser known watch brands (2/6)"
X Link 2024-12-31T00:27Z [---] followers, [--] engagements

"@thexcapitalist $ASTS will launch [--] blue bird sats and will reach $50"
X Link 2025-01-03T01:15Z [---] followers, [---] engagements

"@mcmulliganhall @kingtutcap 75% $ASTS and 25% $RDDT for me. Let them ride and check in a few years"
X Link 2025-01-04T14:05Z [---] followers, [---] engagements

"@technojawa @bradsferguson I could do that with my [----] Hyundai not new"
X Link 2025-01-04T14:59Z [---] followers, [--] engagements

"@redrum_2001 @JeremyBKENS5 @TomTradys Waymo vs Tesla FSD all over again. You can be as loud as you want but eventually the roosters will come home to roost"
X Link 2025-01-05T11:10Z [---] followers, [--] engagements

"@enoughbllst @SpaceInvestor_D @blueorigin They cant launch on electron if its neutron vs Falcon [--] might as well book Falcon"
X Link 2025-01-06T08:53Z [---] followers, [--] engagements

"@enoughbllst @SpaceInvestor_D @blueorigin @blueorigin and its infinite cash reserves makes more sense IMO. $asts has the most advanced d2c tech and needs cash. Theres plenty of launch providers that will be able to provide launch in the future and is already trending towards being a commodity"
X Link 2025-01-06T11:40Z [---] followers, [---] engagements

"@kingtutcap Well deserved Your stock picks have been on point recently πŸ‘"
X Link 2025-01-07T09:34Z [---] followers, [---] engagements

"@Puffery69 @defiantclient @C1_dF9432 @FCC @ATT @Verizon I'm optimistic especially since it seems like Abel has met with Carr 1:1 before he was selected as the next commissioner"
X Link 2025-01-12T18:52Z [---] followers, [--] engagements

"@nomadicTyler Speculation but IRSO issued a press release that they will be launching satellite(s) for a USA customer in March"
X Link 2025-01-13T13:26Z [---] followers, [---] engagements

"@defiantclient @mvanbeijeren Exciting that NYC is in the testing area some live demos would be great to garner excitement"
X Link 2025-01-14T10:34Z [---] followers, [---] engagements

"AST has [--] class share structure where Abel has 80% of voting power so a takeover would be impossible unless he is onboard. Theres other reasons like incentives Amazon is a mature org so the upside is limited. It might actually lead to talent leaving. Same reason as why SpaceX and XAI are not just under Tesla"
X Link 2025-01-17T21:03Z [---] followers, [--] engagements

"$ASTS most of the technological challenges have been addressed this just requires patience during the regulatory and build out phase. How I see the timeline"
X Link 2025-01-18T12:55Z [---] followers, 15.5K engagements

"@BettingTheFarm1 These are the (estimated) launches times of those sats from the launch contracts. I would assume that they are going to launch them as they finish and try to time up production with the contracts Staggering them would make the most sense"
X Link 2025-01-18T16:05Z [---] followers, [---] engagements

"@raudi_882 From Hennessy funds Nov '24 update https://www.hennessyfunds.com/insights/Focus-Fund-Portfolio-Update-Nov-2024 https://www.hennessyfunds.com/insights/Focus-Fund-Portfolio-Update-Nov-2024"
X Link 2025-01-18T20:04Z [---] followers, [--] engagements

"@OperationATM Yes they're calling their previous [----] debt converting it into [----] million shares at a $5.75/share Since ASTS exercising the debtors will be given those shares. They're then issuing a new $400 million unsecured debt due in [----]. The terms of the that debt is not priced yet"
X Link 2025-01-22T21:59Z [---] followers, [---] engagements

"@NomadBets has a great thread on this. They're completely different approaches the ASTS solution is built with partnerships and mobile phones in mind and the SL system is an afterthought on the original SL system. Data speeds wise the SL system is inferior as of now https://x.com/NomadBets/status/1839635929528500666 https://x.com/NomadBets/status/1839635929528500666"
X Link 2025-01-25T12:29Z [---] followers, [---] engagements

"Theres nothing like shredding the gnar while listening to @spacanpanman drop knowledge about $asts. Definitely give this a listen https://t.co/iNBGRVDZ0k https://t.co/iNBGRVDZ0k"
X Link 2025-01-30T21:00Z [---] followers, [----] engagements

"@ASTS_Investors @philliplyle @FREESPEECH1017"
X Link 2025-02-01T21:07Z [---] followers, [--] engagements

"Almost 10x on $RDDT πŸ˜„"
X Link 2025-02-04T15:04Z [---] followers, [---] engagements

"@DaMadMonk_ That video about how cell phones work should be mandatory viewing for every $ASTS investor https://www.youtube.com/watchv=0faCad2kKeg https://www.youtube.com/watchv=0faCad2kKeg"
X Link 2025-02-08T20:04Z [---] followers, [---] engagements

"Some initial thoughts on the Starlink Tmobile commercial. $ASTS As said by @KevinLMak Shots Fired I think the most surprising thing is how they are opening up the beta test for AT&T and Verizon customers. I think this corroborates the narrative that Starlink D2C is a Trojan horse that intends to siphon customers from the MNOs to the fixed broadband and eventually maybe MNO business. We know that there are a few things in the pipeline for AT&T and Verizon such as beta test results as well as productionization updates which judging by the timeline of Vodafones FCC approval should be coming"
X Link 2025-02-10T09:54Z [---] followers, [----] engagements

"Initial beta feedback from a Reddit user on the beta The supported phones are at the bottom of this page iPhone 14+ and newer android phones Im sure itll get a bit better when they launch more sats but theyre being severely throttled by their design since they cant comply with the OOBE limits https://www.pcmag.com/news/these-are-the-phones-that-work-with-t-mobiles-cellular-starlink-service https://www.pcmag.com/news/these-are-the-phones-that-work-with-t-mobiles-cellular-starlink-service $ASTS Initials impressions of the Starlink D2C beta. Only texts RCS enabled no data or images. Spotty"
X Link 2025-02-11T15:04Z [---] followers, [--] engagements

"@SowellAquinas @8K60p AT&T already signed a definitive agreement for 5yrs with ASTS and are the 5th largest investor in ASTS. Verizon has also invested and are planning on using the tech so thats [---] million subscribers for ASTS in the US"
X Link 2025-02-11T15:08Z [---] followers, [--] engagements

"@mikeddano American Tower $AMT knows this thats why they partnered with AST Spacemobile https://www.youtube.com/watchv=erDOlUoEmnc&ab_channel=ASTSpaceMobile https://www.youtube.com/watchv=erDOlUoEmnc&ab_channel=ASTSpaceMobile"
X Link 2025-02-25T22:55Z [---] followers, [----] engagements

"Great analysis on $RDDT from their EVP of monetization"
X Link 2025-02-28T02:14Z [---] followers, [----] engagements

"@Only6inches Interesting this is focused on autonomous driving with image data from a camera as an input. I was confused since a broad patent on all sensor data would be invalidated very easily due to prior art from Waymo and others"
X Link 2025-02-28T17:50Z [---] followers, [--] engagements

"@seti_park @AUE_61 @pilotkyle @Tesla Its worded to be image based data from a camera if its too broad it will be invalidated due to prior art (Waymo started working on it in 2009)"
X Link 2025-02-28T17:53Z [---] followers, [--] engagements

"$ASTS - ASTS Q4 Business Update - Preparing to begin testing service with AT&T and Verizon in the U.S. Vodafone in the UK and Turkey and Rakuten in Japan - Accelerated satellite manufacturing with planning and production of [--] Block [--] BlueBird satellites underway at AST SpaceMobile manufacturing facilities in Midland Texas - Additionally accelerated the procurement of components and materials needed to complete fully assembled microns and phased array for over [--] satellites in total - Exercised option for additional orbital launches with full contracted launch capacity now for approximately"
X Link 2025-03-03T21:26Z [---] followers, [---] engagements

"$ASTS Update to the FirstNet Docket FCC requested clarification of all of the test sites in the US. They also reiterated that they will need a consent letter (DA or spectrum agreement) from FirstNet https://apps.fcc.gov/els/GetAtt.htmlid=370618&x= https://apps.fcc.gov/els/GetAtt.htmlid=370618&x="
X Link 2025-03-13T13:00Z [---] followers, [----] engagements

"$ASTS is better positioned as a neutral partner whereas Starlink has a fixed broadband offering which is meant to compete with the MNOs on home internet. Theres a few key patents that will need Starship to operational to get around which is currently having issues. Big ones are satellite size and the adaptive beam forming. Small antennas on the ground (phones) require big satellites in the sky. Theres also core issues in the architecture of the Starlink system will make it a no go for Europe due to data sovereignty concerns since the data is processed in the sky. ASTS is very friendly because"
X Link 2025-03-21T15:30Z [---] followers, [---] engagements

"@ShawnP5115 @Michael36547991 Net one partnered with AST Announced today $ASTS:🌍CONNECTING THE UNCONNECTED IN AFRICA We are excited to partner with AST Space Mobile to revolutionise connectivity in Zimbabwe. This collaboration aligns with our vision of ensuring that every Zimbabwean regardless of location has access to reliable mobile broadband $ASTS:🌍CONNECTING THE UNCONNECTED IN AFRICA We are excited to partner with AST Space Mobile to revolutionise connectivity in Zimbabwe. This collaboration aligns with our vision of ensuring that every Zimbabwean regardless of location has access to"
X Link 2025-04-11T21:26Z [---] followers, [---] engagements

"$ASTS When you zoom out and connect the dots you start to realize that this is kinda a big deal. βœ… [--] birds in the sky proven technology βœ… Verizon AT&T Vodafone Rakuten issuing separate PRs all publicly praising their tech. βœ… Approved testing with FirstNet (government) βœ… SDA contract award PNT use cases National security use cases. βœ… Visits from important regulators and figures in government (Brendan Carr and Ted Cruz) βœ… Strategic investment from telecom and tech giants like AMT Nokia and Google βœ… About $1 billion dollars in cash βœ… Launch agreements for the next [--] birds with the [--] major"
X Link 2025-05-05T12:41Z [---] followers, [----] engagements

"Starlink has [--] businesses. Fixed broadband and D2C. Fixed broadband requires a dedicated dish. D2C allows you to connect to a regular unmodified smartphone. Starlink and ASTS have [--] different approaches Starlink launches fast and cheap satellites. AST satellites are larger and take longer to build but they need way fewer of them to provide a product. Starlink took shortcuts in rolling out their service so they are running into issues like battery drain lost text messages etc. They also need waivers from the FCC to deliver a workable product. AST has shown they can deliver working video calls"
X Link 2025-05-11T17:31Z [---] followers, [---] engagements

"$ASTS: 500M non dilutive capital in the works"
X Link 2025-05-12T20:33Z [---] followers, 16.4K engagements

"$ASTS: ATM Update: 66M - 54.8M during the last update leaves 11.2M in the ATM"
X Link 2025-05-12T20:57Z [---] followers, [----] engagements

"$ASTS: FM-1 filing update AST files response to SpaceX. Calls complaints baseless and anti-competitive https://apps.fcc.gov/els/GetAtt.htmlid=375766&x= https://apps.fcc.gov/els/GetAtt.htmlid=375766&x="
X Link 2025-05-13T16:44Z [---] followers, [----] engagements

"$ASTS: Hiring spree πŸ“ˆ [---] employees now"
X Link 2025-05-14T22:21Z [---] followers, [----] engagements

"$ASTS: First filing from new SVP Jennifer Manner. She is locked in πŸ”₯ https://apps.fcc.gov/els/GetAtt.htmlid=377777&x= https://apps.fcc.gov//els/GetAtt.htmlid=377778&x= https://apps.fcc.gov/els/GetAtt.htmlid=377777&x= https://apps.fcc.gov//els/GetAtt.htmlid=377778&x="
X Link 2025-06-11T02:34Z [---] followers, 12.1K engagements

"$ASTS: Has reached a settlement term sheet with $VSAT and Inmarsat for 45Mhz Premium spectrum. This spectrum adds about 10B in market cap if it can be repurposed without interference"
X Link 2025-06-13T11:53Z [---] followers, [----] engagements

"$ASTS [----] ATM update: 170M remaining https://www.sec.gov/Archives/edgar/data/1780312/000164117225016372/form424b5.htm https://www.sec.gov/Archives/edgar/data/1780312/000164117225016372/form424b5.htm"
X Link 2025-06-25T11:30Z [---] followers, [----] engagements

"$ASTS: Retired 225M of its 450M convertible debt at a 4.25% coupon. These shares were already shorted by institutions holding the debt and when given the shares will collapse their short position. AST then issued a net new 1.15M shares to compensate for the lost interest of converting these shares early. https://www.sec.gov/Archives/edgar/data/1780312/000164117225016369/ex99-1.htm https://www.sec.gov/Archives/edgar/data/1780312/000164117225016369/ex99-1.htm"
X Link 2025-06-25T11:33Z [---] followers, 10.2K engagements

"$ASTS: FCC has granted an STA to extend testing with Vodafone. In the last few days we've gotten many ASTS related STAs. Hopefully we're getting close to FM1 approval https://apps.fcc.gov//els/GetAtt.htmlid=379689&x= https://apps.fcc.gov//els/GetAtt.htmlid=379689&x="
X Link 2025-07-03T15:41Z [---] followers, [----] engagements

"$ASTS Institutional ownership keeps going up. Largely correlated with the recent spike in share price"
X Link 2025-07-07T15:09Z [---] followers, [----] engagements

"@stablecoin_x @spacanpanman Congrats on the TLGY call"
X Link 2025-07-21T14:16Z [---] followers, [---] engagements

"$ASTS: In subsequent FCC filling released today. AST reconfirms that they will be launching up to [--] satellites including FM1 and excluding the first [--] Block [--] birds through the end of the year"
X Link 2025-07-25T22:37Z [---] followers, [----] engagements

"@WessexCapital Lets see what they say on the next earnings call. I agree it's going to be a tough timeline but they have been raising cash to "accelerate launch plans". Its possible they will try to book additional launches"
X Link 2025-07-25T23:20Z [---] followers, [---] engagements

"Commercial definitive agreements have been secured for [---] million subscribers. Iteration has been happening in the background for the last [--] years. BW1 BW3 (Phone call) BB1 (Handoff Phone call Video Call Broadband Download) The iteration isn't as flashy as other companies but it is happening. You can't change a satellite once its launched.this is a "it happens all at once" company. Look at OpenAI they didn't build anything for [--] years and then it came all at once"
X Link 2025-07-26T03:38Z [---] followers, [---] engagements

"In a way AST is the ideal launch customer. They are well capitalized have a working product and have a constellation plan. Most people working on space tech are chronically delayed and go bankrupt. Even right now there is not enough launch demand so extra F9 launches are being backfilled with Starlink. AST plans on spending 700MM-1B in planned launches. Every launch company would love to get a piece of their business"
X Link 2025-07-26T15:10Z [---] followers, [--] engagements

"@Just1nMKE @Nattetosti069 @itschrisray @REdebtlawyer @grok BW [--] - IRSO BW3 - SpaceX Block [--] - SpaceX https://spacenews.com/ast-spacemobile-deploys-first-production-direct-to-smartphone-satellites/ https://www.space.com/spacex-bluewalker-3-starlink-satellites-launch-success https://ast-science.com/2019/04/23/successful-launch-of-first-satellite/ https://spacenews.com/ast-spacemobile-deploys-first-production-direct-to-smartphone-satellites/ https://www.space.com/spacex-bluewalker-3-starlink-satellites-launch-success https://ast-science.com/2019/04/23/successful-launch-of-first-satellite/"
X Link 2025-07-26T15:32Z [---] followers, [---] engagements

"@Just1nMKE @Nattetosti069 @itschrisray @REdebtlawyer @grok There is a multi launch agreement in place. They already have RF frequency testing approved for Block [--] with SpaceX https://spaceflightnow.com/2024/11/17/ast-spacemobile-secures-multi-launch-agreements-with-blue-origin-isro-and-spacex/ https://spaceflightnow.com/2024/11/17/ast-spacemobile-secures-multi-launch-agreements-with-blue-origin-isro-and-spacex/"
X Link 2025-07-26T15:42Z [---] followers, [--] engagements

"No Blue Origin will probably be ready for commercial missions in late 2025/2026. They will but it takes time to ramp up a new rocket. Kuiper has a launch deadline of July [----] to have half of their sats in the air. It makes sense to pay a bit more to use another companies than wait if there is a deadline"
X Link 2025-07-26T15:46Z [---] followers, [--] engagements

"$ASTS: Blue Origin just received authorization to begin ground testing of the 2nd launch of the New Glenn rocket. https://apps.fcc.gov//els/GetAtt.htmlid=382741&x= https://apps.fcc.gov//els/GetAtt.htmlid=382741&x="
X Link 2025-08-11T13:24Z [---] followers, 25.5K engagements

"$ASTS: Another day another 5D chess move This acquisition bolsters and expands our spectrum portfolio while enhancing customers 5G wireless and home internet experience in even more markets I wonder who theyre partnered with One of the most efficient spectrum delivery mechanisms in the game πŸ€”"
X Link 2025-08-26T10:47Z [---] followers, 11.3K engagements

"$ASTS: New response to the SpaceX ex-parte posted on Aug [--]. Jennifer Manner once again proving that she was a great hire https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-MOD-20250612-00145 https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-MOD-20250612-00145"
X Link 2025-08-27T22:09Z [---] followers, 21.9K engagements

"$ASTS: A new FCC filing to withdraw the previous 7/25 ODAR report was just filed. Steady progress on the docket πŸƒ https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-MOD-20250612-00145 https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-MOD-20250612-00145"
X Link 2025-08-28T14:34Z [---] followers, [----] engagements

"$ASTS: Has received partial approval to launch their first [--] block [--] BlueBirds. This brings their total after launch to [--] which is the beginning of intermittent service. The FCC approves applications on an as-needed basis so this indicates launch guidance should be provided soon"
X Link 2025-08-29T23:33Z [---] followers, 57.4K engagements

"$ASTS: Once the constellation is up AST will be the cheapest way to deploy spectrum ever. As long as the spectrum is supported all they will need to do is file an application and flip a switch. They are connected at the network core and offer a seamless extension to the MNOs network. Just like how AWS removed on prem data centers and made app deployment as easy as flipping a switch AST will deliver the same game changing economics for MNOs. This is how they become a 1T company $ASTS: Are @AST_SpaceMobile's Block [--] satellites compatible with @ATT's new 617+ MHz low band recently purchased from"
X Link 2025-08-30T11:09Z [---] followers, 19.4K engagements

"@Didymus33 I think the MNOs that partnered early would obviously get priority for this. For a large countries the coverage provided by a LEO sat already in orbit will beat out tower deployment any day"
X Link 2025-08-30T13:32Z [---] followers, [---] engagements

"@cantstopstupid1 Thats up to the MNO. Seeing that T-Mobile charges $10/month for text MMS and light data it will probably be more than that"
X Link 2025-08-30T14:54Z [---] followers, [---] engagements

"$ASTS - Today marks the next step in AST's spectrum strategy for which they secured 45Mhz of L band spectrum for an [--] year lease. Next steps include: By [----] EOY - File application to FCC repurpose spectrum from terrestrial use to MSS (it's original purpose) 2026-2027 - Receive approval from the FCC Ligado L Band is already supported by iPhones and Android phones. As a comparison SpaceX recently purchased rights to AWS-4 for 19B of which the spectrum is not currently supported by phones on the market today. $ASTS - 🚨The US Bankruptcy Court has Confirmed the Plan of Reorganization for Ligado"
X Link 2025-09-29T16:11Z [---] followers, [----] engagements

"$ASTS: Hiring spree continues now up to a total of [---] which is a total increase of +45% from last year. All signs point towards the company scaling a workforce for handling the new opportunities coming their way"
X Link 2025-09-30T02:20Z [---] followers, [----] engagements

"@AST_SpaceMobile @Bell Midland we made a connection πŸ”₯πŸ”₯πŸ”₯"
X Link 2025-10-02T11:13Z [---] followers, [----] engagements

"$ASTS: Bank of America Global Research raises price target to $80 from $55"
X Link 2025-10-08T10:53Z [---] followers, [----] engagements

"@AST_SpaceMobile @TIME Well done team"
X Link 2025-10-09T20:31Z [---] followers, [----] engagements

"@AST_SpaceMobile Congrats on the milestone πŸš€"
X Link 2025-10-12T12:25Z [---] followers, [---] engagements

"@SnarfMcSnarf Clearly youre being misleading a WhatsApp video call takes 1-2 mbps. A 10-20 mbps beam can clearly support plenty of video calls AST management has confirmed 120mbps There are different capabilities per congestion theres no reason it wont support video calls"
X Link 2025-10-15T12:54Z [---] followers, [--] engagements

"@MktMavPro I think it's very possible Apple tends to test new technology with less popular products before rolling it out more widely. I think it's very possible it's the included with the SE"
X Link 2025-02-13T18:52Z [---] followers, [--] engagements

"Who needs diversification 🫠"
X Link 2025-02-21T14:59Z [---] followers, [---] engagements

"When in doubt just buy more $ASTS"
X Link 2025-02-26T16:29Z [---] followers, [----] engagements

"@LostFundamental MNOs plans arent announced yet. Assumptions are 100% nationwide coverage guarantee and some allocation of satellite data per month. Will probably mirror T-Mobiles plans where it is bundled into the most premium tier"
X Link 2025-03-10T12:18Z [---] followers, [--] engagements

"@LostFundamental 100mn is a conservative 17% of committed customer base (Voda + AT&T + Verizon) = 580mn subs"
X Link 2025-03-10T12:21Z [---] followers, [--] engagements

"$ASTS With the new ownership disclosures I think this should be the new cap table for class A shares. I'm excluding the 78mn class C shares owned by Abel"
X Link 2025-03-17T15:20Z [---] followers, 17.2K engagements

"$VZ: GETS NEW CEO next day $ASTS AST SpaceMobile Announces Definitive Commercial Agreement with Verizon to Support Space-Based Cellular Broadband Across the Continental United States https://t.co/KQcCr4YYSF https://t.co/VlSD5ndueD AST SpaceMobile Announces Definitive Commercial Agreement with Verizon to Support Space-Based Cellular Broadband Across the Continental United States https://t.co/KQcCr4YYSF https://t.co/VlSD5ndueD"
X Link 2025-10-08T11:54Z [---] followers, [----] engagements

"$ASTS $VZ: It seems like Verizon knows what they own A crystal-clear Voice over LTE (VoLTE) call was made from a smartphone on Verizon's network in Texas connecting via an AST SpaceMobile satellite to another Verizon smartphone in New Jersey. "This partnership with AST SpaceMobile is a good step forward in our mission to build a seamlessly connected world. We are not just filling in the map; we are creating a new paradigm of connectivity that will unlock the full potential of the digital age - Srini Kalapala Senior Vice President of Technology and Product Development at Verizon."
X Link 2025-10-08T13:10Z [---] followers, 10.4K engagements

"They also own 4% of $ASTS $GOOGL https://t.co/xr8ta0wffh $GOOGL https://t.co/xr8ta0wffh"
X Link 2025-10-17T21:35Z [---] followers, [----] engagements

"$ASTS raised 850M in a convertible note after hours with a 150M oversubscription clause. This means that they are effectively raising about 1B since the last convert was 4x oversubscribed. The convert is priced at the market close price ($78.61) and typically has a 20% conversion premium so they are effectively converting at approximately $94.33. Convertible note is debt and pays a 1.75%-2.25% coupon (latest pricing) similar to a bond. IF the convert exceeds the price of conversion ($94.33) it is converted into equity. At $94.33 1B is effectively about 10.6M shares from the latest shares"
X Link 2025-10-22T01:19Z [---] followers, 11.2K engagements

"$ASTS: Convertible note is priced: + $96.3 conversion price/share (22.5% premium) + 2% interest rate for [--] years AST SpaceMobile estimates that the net proceeds from the Notes Offering will be approximately $981.9 million (or approximately $1129.2 million if the initial purchasers option to purchase additional Notes is exercised in full) https://feeds.issuerdirect.com/news-release.htmlnewsid=5168359543961630&symbol=ASTS $ASTS raised 850M in a convertible note after hours with a 150M oversubscription clause. This means that they are effectively raising about 1B since the last convert was 4x"
X Link 2025-10-22T03:21Z [---] followers, [----] engagements

"$ASTS: FPGA vs ASIC: Why is it such a big deal 🧩 To understand we need to understand that at it's core a computer is made up of logic gates. These logic gates are laid out in configurations where one output is routed into another gate as input and each gate follows specific rules. Combinations of these gates allow you to get a circuit to perform basic calculations. For example this is a simple circuit that adds up [--] numbers"
X Link 2025-10-23T23:15Z [----] followers, 38.6K engagements

"$KRKNF: Created an automated report and found affiliated entities on Kraken Robotics. There are alot of defense connections and further reinforces the connection between Kraken and Anduril. Interestingly enough Kristen Robertson who serves on the board of Kraken also spent over [--] years as senior leadership at Boeing and was also President at Raytheon focusing on Space & Intelligence. Lots of affiliated defense companies and expertise here"
X Link 2025-10-24T22:22Z [---] followers, 22.7K engagements

"$ASTS: Successfully connects an off the shelf Iot device to ASTs network. This section in the screenshots is so bullish everything just works. No modifications needed: The test conducted in New Brunswick Canada marks a pivotal moment for global connectivity. A standard off-the-shelf BeWhere LTE IoT tracking device successfully connected to and transmitted location and sensor data directly through an AST SpaceMobile BlueBird satellite the largest commercial phase-array ever deployed in low Earth orbit. The signal was then seamlessly routed through Bell's terrestrial network demonstrating the"
X Link 2025-10-28T12:36Z [---] followers, 13.1K engagements

"AST Satellites are larger in size and power that lets them support lowband signal. This allows them to provide signal indoors. In addition they support all current phones on the market without requiring a hardware upgrade. [--] AST satellite is the same as tens of Starlink satellites due to the size and power differences"
X Link 2025-10-30T18:30Z [---] followers, [---] engagements

"$ASTS: AST just refreshed their entire website.early signs of commercialization Seems like some big news is coming. Credit @BDaddyPen for the find https://ast-science.com/ https://ast-science.com/"
X Link 2025-11-28T17:19Z [----] followers, 75.5K engagements

"@BDaddyPen This is the first time they publicly stated that they see the potential to be a trillion dollar company. https://ast-science.com/company/ https://ast-science.com/company/"
X Link 2025-11-28T17:31Z [---] followers, [----] engagements

"$ASTS: AST Verizon and AT&T submit their responses to the SCS docket https://www.fcc.gov/ecfs/search/search-filings/filing/1128206103458 https://www.fcc.gov/ecfs/search/search-filings/filing/11282056629923 https://www.fcc.gov/ecfs/search/search-filings/filing/1128004621045 https://www.fcc.gov/ecfs/search/search-filings/filing/1128206103458 https://www.fcc.gov/ecfs/search/search-filings/filing/11282056629923 https://www.fcc.gov/ecfs/search/search-filings/filing/1128004621045"
X Link 2025-12-01T16:09Z [----] followers, 43.7K engagements

"$ASTS: FM2 STA and Modification application just registered at the FCC"
X Link 2025-12-06T03:00Z [---] followers, 10.9K engagements

"$ASTS: SpaceX STA renewal for BlueBird Block [--] processing in Cape Canaveral is approved https://apps.fcc.gov//els/GetAtt.htmlid=389324&x= https://apps.fcc.gov//els/GetAtt.htmlid=389324&x="
X Link 2025-12-10T14:01Z [---] followers, 16.6K engagements

"@GBP_HS @AlexfromBabylon AST has an MOU with MTN that Im suspecting theyre trying to convert to DA. Usually if they get the DA and its exclusive the other providers in the region sign with Starlink. This is similar to how Rakuten signed with AST and the other Japanese MNOs went Starlink"
X Link 2025-12-18T13:20Z [---] followers, [---] engagements

"@TLEROY5 SIDU space did a major round of dilution stat arb algos sold off other space stocks"
X Link 2025-12-23T02:29Z [---] followers, [---] engagements

"$ASTS: Time between satellite launches [--] months between BW1 - BW3 [--] months between BW3 - BB1-5 [--] months between BB1-5 - BB6 1-2 month between BB6 - BB7 (already shipped to cape) Things are accelerating"
X Link 2025-12-24T20:30Z [---] followers, 28.6K engagements

"$ASTS: D-Day is unfortunately coming for the shorts. [----] was a transformative year for the company AST has secured their future success by raising the capital signing the launch contracts and launching the first next gen satellite into orbit [----] is when the rubber meets the road and the company will show whether its worth its valuation by its own merit. https://twitter.com/i/web/status/2005063442709774396 https://twitter.com/i/web/status/2005063442709774396"
X Link 2025-12-27T23:49Z [----] followers, [----] engagements

"$ASTS: Soon the hockey growth curve is going to start to show itself and people are going to be clamoring to get a piece"
X Link 2025-12-31T14:15Z [----] followers, 12.6K engagements

"STC committed $1B as a minimum revenue commitment and thats before they even launched. AST has DA's with 2/3 of the US major carriers (Verizon and AT&T) and one of the largest MNOs in Europe and Africa (Vodafone) with each of them committing significant resources to building out and selling the service (SatCO JV). They also have a services agreement with Google a tech company that own [--] products with over a billion users. But yeah they're just a meme stock https://twitter.com/i/web/status/2007599952793591889 https://twitter.com/i/web/status/2007599952793591889"
X Link 2026-01-03T23:48Z [----] followers, [---] engagements

"@docmilanfar @united Domestic carriers all are pretty bad. Asia and Middle eastern airlines are the best imo. This was on my recent @SingaporeAir flight"
X Link 2026-01-05T00:25Z [----] followers, [---] engagements

"$ASTS: FM2 launch is granted βœ… We're all set for launch"
X Link 2026-01-05T17:46Z [----] followers, [----] engagements

"$ASTS: Today [--] new comments and petitions were filed independently against the SpaceX MSS constellation or the "everything application" Globalstar (Petition to Deny) Ligado (Comments to deny L-Band) Viasat (Petition to Deny) Liberty Latin America Ltd (Comments) Iridium (Petition to Deny) Blue Origin (Comments) DarkSky (Opposition) SES (Comments) The Tomorrow Companies (Deny waiver uplink) NRAO (Comments) Mobile Satellite Services Association (Petition to Deny) DirectTV (Petition to deny) https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-LOA-20250916-00282"
X Link 2026-01-06T01:20Z [----] followers, 18.1K engagements

"@1fantasyqb @jawnzilla @thekookreport I think the real question is If we're at [----] TSLA on the curve ASTX will outperform heavily"
X Link 2026-01-10T18:00Z [----] followers, [---] engagements

"$ASTS: Incredible write up and rebuttal Once you strip that away whats left is: -a capital-intensive infrastructure bet -with real technology -real partners -and real execution risk This is the meat of the investment for me $ASTS: I promised my good friend Mr. Vluations to share my thoughts on his Substack piece so here we go. First off its quite refreshing to see a well-written attempt at a short thesis. The last real one we saw was a long time ago from our good friends at @KerrisdaleCap back https://t.co/NDoFZoUj4D $ASTS: I promised my good friend Mr. Vluations to share my thoughts on his"
X Link 2026-01-10T19:11Z [----] followers, [----] engagements

"$ASTS: Bears are bringing up IRDM going bankrupt as a gotcha but if youve been following the mob long enough you would know that the Iridium story was basically assigned reading with a book report. IRDM and ASTSs approach are widely different + Iridium acquired their own spectrum which is a long and expensive process AST partners with MNOs and uses their spectrum which is already built into almost every mobile phones in the market + Launch costs were expensive when IRDM launched they have gone down drastically in the era of reusable rockets + Iridium was a subsidiary of Motorola and was"
X Link 2026-01-11T20:06Z [----] followers, [----] engagements

"$ASTS: IYKYK"
X Link 2026-01-12T19:38Z [----] followers, [----] engagements

"$ASTS: Reps met with the FCC to discuss modifications to the SCS application Hopefully an approval is coming soon https://www.fcc.gov/ecfs/document/10116668821324/1 https://www.fcc.gov/ecfs/document/10116668821324/1"
X Link 2026-01-16T18:04Z [----] followers, 24.9K engagements

"@OmniAeronautica @FloridaSaltyman This is how I felt after I missed the first spike in the $NVDA rally"
X Link 2026-01-17T20:49Z [----] followers, [---] engagements

"@TheodorusAtheos Thanks for the correction I tried to edit the post but it wouldn't let me"
X Link 2026-01-25T19:27Z [----] followers, [----] engagements

"You realize that the chance of a packet reaching the ground successfully depends on the signal to noise ratio and can be compensated with a larger antenna that has more gain. AST satellites are much larger gain to compensate for the extra distance. VLEO requires a faster orbit than LEO so the doppler shift comp is a bigger problem for Starlink. Currently both Starlink and AST uses FGPAs so I'm going to assume about the same processing time for a packet once it's in the air. That being said it's a negligible latency in the microseconds. A straight doubling of latency is very unlikely unless"
X Link 2026-01-25T20:36Z [----] followers, [--] engagements

"Starlink V3 is extremely dependent on Starship being functional to begin deployment. I'm skeptical of them being able to reach a stage of scaled deployment until 2027/2028. AST has gained access to Ligado's L Band in North America which gives it an equivalent spectrum holding to Starlink's S band and is aiming for Midband bird deployment by end of [----]. AST is already capable of broadcasting [---] mbps per beam which only brings Starlink up to close to parity with an AST satellite. This number for AST will be able to go up with Massive MIMO. Capacity wise I agree Starlink's terminal capacity"
X Link 2026-01-26T14:05Z [----] followers, [---] engagements

"In addition I would like to add that the 15k constellation is sharing capacity between FSS and DTC. Since the primary constraint of a satellite system is power and heat it's unlikely that they will use all of the capacity for DTC. AST by contrast only serves DTC as a primary use case. https://twitter.com/i/web/status/2015788529180201188 https://twitter.com/i/web/status/2015788529180201188"
X Link 2026-01-26T14:06Z [----] followers, [---] engagements

"$ASTS Next Spaceflight has changed BB2 launch from NET Q2 to NET May 2025"
X Link 2025-03-18T21:32Z [----] followers, [----] engagements

"$ASTS: Some addition paper work was filed on the Blue Origin side for NG3 which will launch BB7. This is for deconflicting with the Artemis mission currently NET March [----]. This might give us some clues on the approximate launch time"
X Link 2026-02-11T00:30Z [----] followers, 11.4K engagements

"$ASTS: Some new job listings related to launch operations were just posted coincidently on the night of the convert. - Launch Campaign Logistics Lead - Launch Operations Mechanical Engineer - Launch Operations Mechanical Engineer Lead - Launch Structural Technician A dedicated team at the Cape sounds like they are gearing up for a ton of launches https://twitter.com/i/web/status/2021764554976575503 https://twitter.com/i/web/status/2021764554976575503"
X Link 2026-02-12T01:53Z [----] followers, 20.8K engagements

"$ASTS: International S Band mod and domestic 2Ghz app were accepted for filing and public noticed today This means there were no issues with the filing and regulatory process can continue - International S Band is for using S band spectrum in other countries - Domestic 2Ghz is for using the unused sliver of 5Mhz uplink spectrum next to AWS4"
X Link 2026-02-12T21:59Z [----] followers, 17K engagements

"$ASTS: All these things have happened and its only January"
X Link 2025-01-31T04:55Z [----] followers, 36.6K engagements

"$CEPT $SECZ: Network graph for Securitize soon to go public through a De-SPAC Generated with http://markets.birdeyedata.com http://markets.birdeyedata.com"
X Link 2025-10-29T16:21Z [----] followers, [----] engagements

"$ASTS: Things are falling in place Something good just came out after this high level Ex-parte meeting re: Full $ASTS constellation commercial application FCC grants for NGSO systems references: -altitude ranges -inclination limits -station-keeping envelopes You cannot draft those without tolerances. 🧢🐈 1/ Something good just came out after this high level Ex-parte meeting re: Full $ASTS constellation commercial application FCC grants for NGSO systems references: -altitude ranges -inclination limits -station-keeping envelopes You cannot draft those without tolerances. 🧢🐈 1/"
X Link 2026-01-23T23:24Z [----] followers, [----] engagements

"$ASTS: Reminder: As you move farther away from earth you have a wider field of view. This allows you to cover the earth with less satellites. Starlink needs hundreds of satellites to provide the same amount of coverage as a single AST Spacemobile satellite. These constant disconnects and reconnects drains your phone faster than if you were connected to a single satellite. The massive antenna size of an AST satellites lets them operate farther due to having more power to mitigate the loss in signal (Inverse square law) https://twitter.com/i/web/status/2015119281554379218"
X Link 2026-01-24T17:47Z [----] followers, 215.1K engagements

"$ASTS: Beam size is important for Direct to Device performance. A larger beam means more shared capacity between all of the users inside the beam. AST SpaceMobile uses 24km diameter narrow beams while Starlink uses about 50km diameter beams. AST is also capable of projecting [----] beams per satellite whereas Starlink supports reportedly [--] beams per satellite. With a 120mbps capacity per beam for AST this means more concurrent users doing higher bandwidth things than the 17mbps for Starlink. Access to more spectrum allows a satellite handle more beams through techniques like spectral reuse"
X Link 2026-01-25T18:35Z [----] followers, 48K engagements

"@StillPlaysCrick @CytoplasmicANA Based on the text they say "5000 consumers across [--] Vodafone markets" I'm assuming this survey was for the [--] Vodafone markets: Albania Czech Republic Germany Greece Ireland Portugal Romania Turkey and the United Kingdom"
X Link 2026-01-27T19:07Z [----] followers, [---] engagements

"$ASTS: AST AT&T Verizon and Firstnet met with the FCC on Jan [--] [----] for a joint ex-parte about how grant approval will expand communications and will not result in harmful interference Approval feels imminent $VZ $T https://www.fcc.gov/ecfs/search/search-filings/filing/10123296818540 https://www.fcc.gov/ecfs/search/search-filings/filing/10123296818540"
X Link 2026-01-28T16:06Z [----] followers, 95.1K engagements

"$ASTS: Submitted an update to the US SCS STA application to set max power for the 824-849 Mhz and 869-894Mhz bands in certain regions. Seems like they are tidying up the application on the FCC's request https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-STA-20251210-00377 https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-STA-20251210-00377"
X Link 2026-01-29T19:34Z [----] followers, 27.6K engagements

"@SpacBobby ASTS shorts repeatedly shorting the hole"
X Link 2026-01-30T03:50Z [----] followers, [---] engagements

"@Starlink @SpaceX This is really cool you made this and are making it free - but probably wouldnt be as big of a problem if you werent sending a billion objects into orbit"
X Link 2026-01-30T04:59Z [----] followers, [----] engagements

"$ASTS: Ligado FCC filing has been accepted for filing and public notice We should see a public notice doc released shortly. Things are moving along https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-MOD-20251206-00374 https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-MOD-20251206-00374"
X Link 2026-01-30T14:13Z [----] followers, 62.8K engagements

"$ASTS: Ligado public notice is up https://docs.fcc.gov/public/attachments/DOC-418355A2.pdf $ASTS: Ligado FCC filing has been accepted for filing and public notice We should see a public notice doc released shortly. Things are moving along https://t.co/O22KDi0u5X https://t.co/Nqp8Tg0anR https://docs.fcc.gov/public/attachments/DOC-418355A2.pdf $ASTS: Ligado FCC filing has been accepted for filing and public notice We should see a public notice doc released shortly. Things are moving along https://t.co/O22KDi0u5X https://t.co/Nqp8Tg0anR"
X Link 2026-01-30T17:51Z [----] followers, 39K engagements

"$ASTS: SCS Non US STA is granted H/t: @The_SPACTATOR https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-STA-20251210-00378 https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-STA-20251210-00378"
X Link 2026-01-31T00:03Z [----] followers, 104.5K engagements

"$ASTS: Can confirm. The talent in spacemob is immense @valuations_ @PiranhaCapital @spradnik @Defiantclient2 @AST_SpaceMobile @silberschmelzer @spacanpanman Why are you so condescending You have taken stock of the immense amount of work weve done. I dont get it. You also seem to think were a bunch of dopes. You truly have no idea who is part of #Spacemob. Last night I learned we had yet another ballistic missile engineer https://t.co/KCnpzYr9e2 @valuations_ @PiranhaCapital @spradnik @Defiantclient2 @AST_SpaceMobile @silberschmelzer @spacanpanman Why are you so condescending You have taken"
X Link 2026-01-31T01:07Z [----] followers, [----] engagements

"@NHSpaceMob @spacanpanman Commercial beta test soon imo"
X Link 2026-02-02T14:04Z [----] followers, [---] engagements

"$ASTS: The grant is now reuploaded and corrected $ASTS: SCS Non US STA is granted https://t.co/WrS2PfeALl H/t: @The_SPACTATOR https://t.co/4bFUsgEuEi $ASTS: SCS Non US STA is granted https://t.co/WrS2PfeALl H/t: @The_SPACTATOR https://t.co/4bFUsgEuEi"
X Link 2026-02-03T14:13Z [----] followers, 25.4K engagements

"@saylor Hyperliquid"
X Link 2026-02-06T02:19Z [----] followers, [---] engagements

"$ASTS: Soon after non-US SCS testing application was approved a follow up email indicates that AST has already provided information to begin testing in Mexico Ireland and Canada. Mexico and Ireland look good to go however Canada is waiting for authorization from the Innovation Science and Economic Development (ISED) to begin testing. https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-STA-20251210-00378 https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-STA-20251210-00378"
X Link 2026-02-06T12:09Z [----] followers, 28.4K engagements

"$ASTS: Additional SCS application for Canada"
X Link 2026-02-06T12:09Z [----] followers, [----] engagements

"$ASTS: A few new roles were added in India to manage and maneuver the satellite fleet during hours when the US team isn't available or it's not flying over the US. Further signs that they are continuing to get ready for commercial operations as they are building out a "follow the sun" operation model"
X Link 2026-02-06T23:34Z [----] followers, [----] engagements

"$ASTS: A public notice was published today that indicates the US SCS special testing authorization was granted In addition the application status has changed to granted. Looks like we were approved or some movement happened however a grant wasn't released publicly. SAT-STA-20251210-00377 - Granted with conditions (US) SAT-STA-20251210-00378 - Granted with conditions (Non US) https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-STA-20251210-00377 https://fccprod.servicenowservices.com/icfsid=ibfs_application_summary&number=SAT-STA-20251210-00377"
X Link 2026-02-07T00:42Z [----] followers, [----] engagements

"$ASTS: Only NASA Intelligence agencies and a now small satellite manufacturer from Midland Texas have ever deployed an antenna this size in space. The connotation of AST being a meme stock is unjustified. They are accomplishing feats even people at one of the leading Space companies think is "terrifying" $ASTS: Here's a prime example why Starlink is so far behind AST SpaceMobile's technological lead In [----] this Starlink engineer thought AST's large phased arrays were "terrifying" and "more or less impossible" to deploy 🧠 You need to think different to innovate and succeed"
X Link 2026-02-11T04:30Z [----] followers, 11.8K engagements

"Bluewalker [--] was decommissioned on November [----] I think it was initially helpful to test things like link budget and modifications to the LTE/5g algorithms to account for a greater distance. This was a cheap and effective proof of concept that a budget can be closed. Once BW3+ was launched its not as effective anymore since you would also want to test the signal in multiple connections which can't be done if the sat on the ground is stationary. https://twitter.com/i/web/status/2021598696484573316 https://twitter.com/i/web/status/2021598696484573316"
X Link 2026-02-11T14:54Z [----] followers, [--] engagements

"$ASTS: Don't overthink it its not that hard SENATE COMMERCE COMMITTEE APPROVES BILL TO SPEED APPROVALS OF NEW SATELLITE LAUNCHES SENATE COMMERCE COMMITTEE APPROVES BILL TO SPEED APPROVALS OF NEW SATELLITE LAUNCHES"
X Link 2026-02-12T15:20Z [----] followers, [----] engagements

"@ATT @TMobile [--] hours is just how long the message takes to send"
X Link 2026-02-12T23:52Z [----] followers, [----] engagements

"$ASTS: FPGA vs ASIC: Why is it such a big deal 🧩 To understand we need to understand that at it's core a computer is made up of logic gates. These logic gates are laid out in configurations where one output is routed into another gate as input and each gate follows specific rules. Combinations of these gates allow you to get a circuit to perform basic calculations. For example this is a simple circuit that adds up [--] numbers"
X Link 2025-10-23T23:15Z [----] followers, 38.6K engagements

"The ITU just gave AST SpaceMobile its own global mobile network code (MCC [---] / MNC 57). This is like getting an official international phone network license plate. Phones and mobile operators can now recognize ASTS as a real mobile network not just an experimental system"
X Link 2026-02-15T11:31Z [---] followers, 37K engagements

"🚨🚨 $ASTS WEEK IN REVIEW🚨🚨 ASTS once again attempts to scare everyone into selling. The Company is raising mountains of cash and expands its stated uses of proceeds. The future looks brightest right as its pitch black - why pitch black FM-1 blocked out the sun. But it unfolded (fine Scott.you win). That and more on this week's Weekly"
X Link 2026-02-14T02:38Z 14.8K followers, 26.6K engagements

"$ASTS Something to watch "SAT Streamlining Act" NGSO is heating up. Everyone wants a constellation including To Sam. A certain Texas lawmaker is attempting to slash some red tape. 1/n"
X Link 2026-02-13T22:29Z [---] followers, [----] engagements

"RT @The_SPACTATOR: $ASTS: AT&T CEO John Stankey on Squawk Box discussing their partnership with AST Spacemobile and future satellite connec"
X Link 2026-02-13T14:42Z [----] followers, [--] engagements

"$ASTS: AT&T CEO John Stankey on Squawk Box discussing their partnership with AST Spacemobile and future satellite connectivity $ASTS AT&T CEO Stankey interview this morning on CNBC talking connectivity fiber satellite. Highlighted importance of LEO's & their partnership with $ASTS @spacanpanman @Reformed_Trader @mc_khristina https://t.co/EVPXdhiJfK $ASTS AT&T CEO Stankey interview this morning on CNBC talking connectivity fiber satellite. Highlighted importance of LEO's & their partnership with $ASTS @spacanpanman @Reformed_Trader @mc_khristina https://t.co/EVPXdhiJfK"
X Link 2026-02-13T14:37Z [----] followers, 28.3K engagements

"$ASTS AT&T CEO Stankey interview this morning on CNBC talking connectivity fiber satellite. Highlighted importance of LEO's & their partnership with $ASTS @spacanpanman @Reformed_Trader @mc_khristina"
X Link 2026-02-13T13:54Z [----] followers, 31.3K engagements

"$ASTS IMO in short term share price would not be much different than if they hadnt done capital raises. Long term it brings value higher & reduces downside risk with a fortress balance sheet. Use $RKLB as to comp that shows similar pullbacks but AST has raised $3.5b"
X Link 2026-02-13T05:27Z [----] followers, 11.6K engagements

"Point of this is looking at this chart when $ASTS dropped from its capital raises theres a good chance it would have happened anyways without the raise like $RKLB as they are correlated right now. ASTS likely woulda been down 7-11% today anyways. A company goes public to access capital markets & if your stock has 10-20x in 2yrs its completely reasonable do to raises & if you are truly a high growth company with large opportunities you take advantage of what the market is giving you to pounce on them. https://twitter.com/i/web/status/2022180844744704052"
X Link 2026-02-13T05:27Z [----] followers, [----] engagements

"$ASTS raises 1/22/25 - $460m 5/13/25 - $500m ATM 7/24/25 - $575m 10/7/25 - $800m ATM 10/21/25 - $1.15b 2/11/26 - $1.15b Total = $4.6b Taking cash from $567m on 12/31/25 to $4b now During these events they also flushed converts (the 1/22 & half of 7/24) that were deep ITM which is beneficial for convert investors (hard to profit off vol when deep ITM & carry cost) & reduces downside debt spiral risk. Very smart move to clean up. https://twitter.com/i/web/status/2022180835680825721 https://twitter.com/i/web/status/2022180835680825721"
X Link 2026-02-13T05:27Z [----] followers, 23.6K engagements

"$ASTS: International S Band mod and domestic 2Ghz app were accepted for filing and public noticed today This means there were no issues with the filing and regulatory process can continue - International S Band is for using S band spectrum in other countries - Domestic 2Ghz is for using the unused sliver of 5Mhz uplink spectrum next to AWS4"
X Link 2026-02-12T21:59Z [----] followers, 17K engagements

"@CatSE___ApeX___ about the 5Mhz sliver as a reminder https://x.com/catse___apex___/status/2015767686970503337s=46 The direct-to-cell (D2C) space race recently hit a fever pitch. $ASTS has filed a strategic move at the FCC for a 5MHz "sliver" of [--] GHz spectrum (2020-2025 MHz). It looks like a niche filing but its actually a billion-dollar chess move against SpaceX. πŸͺ“πŸˆ 1/n https://t.co/LXoQZ3pxwG https://x.com/catse___apex___/status/2015767686970503337s=46 The direct-to-cell (D2C) space race recently hit a fever pitch. $ASTS has filed a strategic move at the FCC for a 5MHz "sliver" of [--] GHz"
X Link 2026-02-12T22:05Z [----] followers, [----] engagements

"The direct-to-cell (D2C) space race recently hit a fever pitch. $ASTS has filed a strategic move at the FCC for a 5MHz "sliver" of [--] GHz spectrum (2020-2025 MHz). It looks like a niche filing but its actually a billion-dollar chess move against SpaceX. πŸͺ“πŸˆ 1/n"
X Link 2026-01-26T12:44Z 14.9K followers, 41.3K engagements

"$ASTS: I expect Morgan Stanley and JP Morgan to pick up research coverage of AST SpaceMobile in the coming weeks/months which will help broaden institutional interest. While UBS was listed on public docs as the "Placement Agent" the actual bookrunners and co-managers for the deal were: Joint Book-Runners: UBS Barclays Bank of America Deutsche Bank πŸ‘‰ JP Morgan πŸ‘‰ Morgan Stanley Cantor Fitzgerald William Blair Co-Managers B Riley Roth Capital Clear Street You know who is missing from here Scotia Bank πŸ˜‚ https://twitter.com/i/web/status/2022057324559397254"
X Link 2026-02-12T21:16Z 43.8K followers, 33K engagements

"$ASTS: βœ… Wellness check"
X Link 2026-02-12T21:00Z [----] followers, [----] engagements

"RT @nuke2astra: $ASTS BlueBird [--] with its massive [----] square foot arrays observed relative brightness in the sky is 95% dimmer () than"
X Link 2026-02-12T19:08Z [----] followers, [--] engagements

"$ASTS BlueBird [--] with its massive [----] square foot arrays observed relative brightness in the sky is 95% dimmer () than expected. this is a HUGE deal and another example of the extreme level of engineering ingenuity at @AST_SpaceMobile so if you like dark night skies and global 4G/5G connectivity then guess what youll love the Block-2 BlueBirds ✨ Early Tuesday morning I observed Bluebird [--] from here in Tucson on a favorable overpass. At its brightest it was about magnitude +1.8 comparable to the brightness of the stars in the Big Dipper. I got some images as well; here it is passing near the"
X Link 2026-02-12T19:06Z [---] followers, [----] engagements

"Early Tuesday morning I observed Bluebird [--] from here in Tucson on a favorable overpass. At its brightest it was about magnitude +1.8 comparable to the brightness of the stars in the Big Dipper. I got some images as well; here it is passing near the "Lozenge" asterism in Draco"
X Link 2026-02-11T17:31Z [----] followers, [----] engagements

"$ASTS: Don't overthink it its not that hard SENATE COMMERCE COMMITTEE APPROVES BILL TO SPEED APPROVALS OF NEW SATELLITE LAUNCHES SENATE COMMERCE COMMITTEE APPROVES BILL TO SPEED APPROVALS OF NEW SATELLITE LAUNCHES"
X Link 2026-02-12T15:20Z [----] followers, [----] engagements

"SENATE COMMERCE COMMITTEE APPROVES BILL TO SPEED APPROVALS OF NEW SATELLITE LAUNCHES"
X Link 2026-02-12T15:17Z 1.2M followers, 102.1K engagements

"Bang shows up pretty damn clearly now. $ASTS Looks like we can see the two deployments. Whether it was the cross bar the full thing the PLM or some combination.all I know is that in tonight's Owners meeting with myself I reflected on the state of my industrial empire: largest commercial phased array as 5G data use cases explodes largest power on orbit satellite known to exist commercially one of largest satellite production capabilities in the world one of largest balance sheets in space industry world class team kick ass merch store (which will hopefully add sunglasses soon (@ashleybezamat"
X Link 2026-02-12T06:24Z 14.8K followers, 17.6K engagements

"@peterlindmark Looks like a very positive offering for the company. Would be foolish not to take it when a lot of avenues are opening for different revenue models. Allows the company to move a lot faster fuck the haters"
X Link 2026-02-12T11:55Z [--] followers, [----] engagements

"$ASTS: Some new job listings related to launch operations were just posted coincidently on the night of the convert. - Launch Campaign Logistics Lead - Launch Operations Mechanical Engineer - Launch Operations Mechanical Engineer Lead - Launch Structural Technician A dedicated team at the Cape sounds like they are gearing up for a ton of launches https://twitter.com/i/web/status/2021764554976575503 https://twitter.com/i/web/status/2021764554976575503"
X Link 2026-02-12T01:53Z [----] followers, 20.8K engagements

"$ASTS had this exact conversation last night with another investor. I don't see this as a negative other than very short term price action. They are positioning themselves for a rich balance sheet as things start ramping"
X Link 2026-02-11T21:59Z 113.9K followers, 32.9K engagements

"$ASTS FWIW the company did a convert about a year ago January 22nd [----] stock dropped about 10% went sideways for another week then rallied 50% the following [--] days. History often rhymes and we have catalyst galore on deck. Only investors survive"
X Link 2026-02-11T23:05Z 33.1K followers, [----] engagements

"Pixel [--] Pro SCS tests & grant. $ASTS bands and FirstNet supported. https://apps.fcc.gov/oetcf/eas/reports/ViewExhibitReport.cfmmode=Exhibits&RequestTimeout=500&calledFromFrame=N&application_id=XTJ84CPpjfx8bQO9jjtoNQ%3D%3D&fcc_id=A4RGEHN3 https://apps.fcc.gov/oetcf/eas/reports/ViewExhibitReport.cfmmode=Exhibits&RequestTimeout=500&calledFromFrame=N&application_id=XTJ84CPpjfx8bQO9jjtoNQ%3D%3D&fcc_id=A4RGEHN3"
X Link 2026-02-11T21:26Z 14.9K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@jusbar23
/creator/twitter::jusbar23