# ![@keyesmn Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::266281193.png) @keyesmn keaze

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

### Engagements: [---] [#](/creator/twitter::266281193/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::266281193/c:line/m:interactions.svg)

- [--] Week [-------] +502%
- [--] Month [-------] +141%
- [--] Months [-------] +45,835%

### Mentions: [--] [#](/creator/twitter::266281193/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::266281193/c:line/m:posts_active.svg)

- [--] Month [--] +5.90%
- [--] Months [--] +1,820%

### Followers: [-----] [#](/creator/twitter::266281193/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::266281193/c:line/m:followers.svg)

- [--] Week [-----] +7.80%
- [--] Month [-----] +43%
- [--] Months [-----] +2,193%
- [--] Year [-----] +670%

### CreatorRank: [---------] [#](/creator/twitter::266281193/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::266281193/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  9.71% [technology brands](/list/technology-brands)  8.74% [finance](/list/finance)  7.77% [countries](/list/countries)  2.91% [exchanges](/list/exchanges)  2.91% [celebrities](/list/celebrities)  1.94% [musicians](/list/musicians)  0.97% [products](/list/products)  0.97%

**Social topic influence**
[$asts](/topic/$asts) #142, [language](/topic/language) 5.83%, [service](/topic/service) 4.85%, [constellation](/topic/constellation) 4.85%, [att](/topic/att) 4.85%, [space](/topic/space) 4.85%, [meta](/topic/meta) 2.91%, [model](/topic/model) 2.91%, [investment](/topic/investment) 2.91%, [$nok](/topic/$nok) 2.91%

**Top accounts mentioned or mentioned by**
[@spacanpanman](/creator/undefined) [@defiantclient2](/creator/undefined) [@endlessfrank](/creator/undefined) [@thekookreport](/creator/undefined) [@redrum2001](/creator/undefined) [@corey407woc](/creator/undefined) [@astspacemobile](/creator/undefined) [@astsspacemob](/creator/undefined) [@catseapex](/creator/undefined) [@kingtutcap](/creator/undefined) [@steved24661](/creator/undefined) [@abelavellan](/creator/undefined) [@att](/creator/undefined) [@tottaway22](/creator/undefined) [@davidnlefkowitz](/creator/undefined) [@vodafonegroup](/creator/undefined) [@kevingcoulton](/creator/undefined) [@nuke2astra](/creator/undefined) [@gmorrison45](/creator/undefined) [@fbi](/creator/undefined)

**Top assets mentioned**
[AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Nokia Corporation (NOK)](/topic/$nok) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [T-Mobile (TMUS)](/topic/$tmus) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ASTS After launching the block [--] satellites Abel announced the first unfurling on a Friday morning - pre market. Two weeks later he announced all bluebirds had opened after close on a Friday. Will we get news this week Will we fly on Friday morning or spend The Weeknd waiting for market open https://twitter.com/i/web/status/2018566597594567104 https://twitter.com/i/web/status/2018566597594567104"  
[X Link](https://x.com/keyesmn/status/2018566597594567104)  2026-02-03T06:05Z [----] followers, [----] engagements


"@endless_frank Wild the chart shows elevated shorting since Robinhood enabled it platform wide retail seems to be playing a larger and larger role in market movement lately"  
[X Link](https://x.com/keyesmn/status/2020140661303836885)  2026-02-07T14:20Z [---] followers, [---] engagements


"@spacanpanman Vodafone mentioning AST and Kuiper in the same article - is @CatSE___ApeX___ prediction coming true Amazon AWS comes into play here"  
[X Link](https://x.com/keyesmn/status/1953449383841743313)  2025-08-07T13:33Z [----] followers, [---] engagements


"@Defiantclient2 Agreed its a crazy idea. Likely precedent conditions required like sats in the air. But in the meantime its fun to consider other options Depends on how surprised TMUS was when Starlink bought Echostar spectrum"  
[X Link](https://x.com/keyesmn/status/1975015453564248241)  2025-10-06T01:49Z [----] followers, [---] engagements


"@Defiantclient2 Wait until Meta starts subsidizing service with AST/Vodafone to tap untouched populations. We are wondering how much some of these equatorial customers could pay - Meta could stream line data usage in their apps at a lower cost to add WhatsApp FB and IG users"  
[X Link](https://x.com/keyesmn/status/1975951625333416301)  2025-10-08T15:49Z [----] followers, [----] engagements


"$ASTS @AST_SpaceMobile AST attach will be much higher than people expect and it's not even close. The biggest bear argument against satellite-to-phone is that consumers wont want to pay more per month. I think that misunderstands how carriers actually think about pricing and bundling. I dont think thats how this actually plays out and Im coming at this from having worked inside some of the largest retailers in the world not from a finance or tech hype angle but boots on the ground business teams who have built assortments and offers and tracked customer data. A good historical analog for AST"  
[X Link](https://x.com/keyesmn/status/2009308845776961614)  2026-01-08T16:58Z [----] followers, 43K engagements


"$ASTS @AST_SpaceMobile @AbelAvellan Today would be a perfect day to announce full BB6 deployment - the time since launch is in the right window and Abel announced on a Friday twice for Block [--] deployments (including AH). Fingers crossed for an update"  
[X Link](https://x.com/keyesmn/status/2019855196399030662)  2026-02-06T19:26Z [----] followers, [----] engagements


"$ASTS In October we said "words matter" - we got excited when the offer language extended beyond "general corporate purposes" to saying: "including without limitation funding the deployment of AST SpaceMobiles worldwide constellation of satellites in anticipation of adding incremental strategic markets for its SpaceMobile Service." This time they've offered us more information about what the money is being used for: "including without limitation accelerating the deployment of our controlled spectrum bands on a global basis monetizing the capabilities of our proprietary technology to capture"  
[X Link](https://x.com/keyesmn/status/2021710308511777216)  2026-02-11T22:17Z [----] followers, 110.4K engagements


"@ASTS_SpaceMob @ATT @AST_SpaceMobile Its (Satellite) going to serve as the primary vehicle for connectivity in less densely populated areas - spells Capex reduction meaning this becomes table stakes for every wireless plan"  
[X Link](https://x.com/keyesmn/status/2022346100321943764)  2026-02-13T16:24Z [----] followers, [----] engagements


"@endless_frank Around $415-$625 with current share counts (383M) not 100% confident that my number is right"  
[X Link](https://x.com/anyuser/status/1960013430003212519)  2025-08-25T16:16Z [----] followers, [---] engagements


"@thekookreport $75M in FirstNet funding coming in the next two weeks. Book it. 🤞"  
[X Link](https://x.com/keyesmn/status/1961673658172153976)  2025-08-30T06:13Z [----] followers, [---] engagements


"@kevingcoulton I think share count has gone up a fair amount since that initial $672 estimate and accounting for that increase probably puts the number somewhere in the $400s I think"  
[X Link](https://x.com/keyesmn/status/1961840564585853245)  2025-08-30T17:16Z [----] followers, [----] engagements


"@kingtutcap Do you think there should be restrictions or limitations placed on algo trading Seems unavoidable at this point as much as I would like it to not affect my beloved stock on the daily"  
[X Link](https://x.com/keyesmn/status/1963977700009243118)  2025-09-05T14:49Z [----] followers, [---] engagements


"@spacanpanman The $1B in non-comms govt revenue isnt even close to being acknowledged in analyst coverage"  
[X Link](https://x.com/keyesmn/status/1963978785553813667)  2025-09-05T14:53Z [----] followers, [---] engagements


"@nuke2astra @redrum_2001 Nice write up"  
[X Link](https://x.com/keyesmn/status/1964094445457924582)  2025-09-05T22:33Z [----] followers, [--] engagements


"@endless_frank @G_Morrison45 @FBI @FBIDirectorKash @elonmusk @realDonaldTrump @DonaldJTrumpJr @EricTrump Hopefully shes a fellow $ASTS investor 🤣"  
[X Link](https://x.com/anyuser/status/1967052560671666201)  2025-09-14T02:27Z [----] followers, [---] engagements


"@corey407woc This time next year"  
[X Link](https://x.com/keyesmn/status/1968167929415090388)  2025-09-17T04:19Z [----] followers, [---] engagements


"@spacanpanman In [----] McKinsey told ATT they expected 900k us cell phone subscribers would be the max they could expect by [----]. In reality the were off by a factor of [---] ATT had [---] million subscribers. This feels similar"  
[X Link](https://x.com/keyesmn/status/1969077838490845631)  2025-09-19T16:35Z [----] followers, [---] engagements


"@shortmsger Your whole timeline reads like a hobby in misery"  
[X Link](https://x.com/keyesmn/status/1972743214114488416)  2025-09-29T19:20Z [----] followers, [---] engagements


"@hb_lon @Defiantclient2 Anduril and Palantir needed time to integrate AST into their submission"  
[X Link](https://x.com/keyesmn/status/1974559991039455358)  2025-10-04T19:39Z [----] followers, [---] engagements


"$ASTS Ive spent years negotiating multi-billion-dollar deals at Fortune 100s. Heres an admittedly CRAZY theory on why AST SpaceMobile hasnt announced Verizon yet and why the delay might actually be a master plan. 👇"  
[X Link](https://x.com/anyuser/status/1974964269382078723)  2025-10-05T22:25Z [----] followers, 18.7K engagements


"Crazy thought: AST may be using the Verizon pause to quietly line up a multi-carrier spectrum coordination dealbringing AT&T Verizon and T-Mobile into one shared satellite broadband framework"  
[X Link](https://x.com/anyuser/status/1974964271286235455)  2025-10-05T22:25Z [----] followers, [----] engagements


"Heres the setup: ✅ AT&T is already definitive. ✅ Verizons consent lets AST use its spectrum for testing. ✅ FCC Supplemental Coverage from Space rules are about to allow shared spectrum access from orbit"  
[X Link](https://x.com/keyesmn/status/1974964273320448189)  2025-10-05T22:25Z [----] followers, [----] engagements


"Instead of siloed contracts AST could be pushing a common regulatory umbrella where all three carriers authorize its constellation to fill rural and off-grid gaps. One network in space three on the ground. 🌎📡"  
[X Link](https://x.com/keyesmn/status/1974964275614802323)  2025-10-05T22:25Z [----] followers, [----] engagements


"Legally its brilliant: - avoids exclusivity conflicts - fits FCCs cooperative tone - lets AST serve every carrier - and makes AST the neutral space layer of U.S. wireless infrastructure"  
[X Link](https://x.com/keyesmn/status/1974964277305102764)  2025-10-05T22:25Z [----] followers, [----] engagements


"In-house counsel explanation would sound like: Execution of a Verizon DA is deferred pending evaluation of a shared-spectrum framework involving multiple carriers under SCS guidelines. Translation: theyre aligning the big three"  
[X Link](https://x.com/keyesmn/status/1974964279372808438)  2025-10-05T22:25Z [----] followers, [----] engagements


"So maybe Verizons delay isnt hesitation its synchronization. AST could be teeing up a moment where AT&T Verizon & T-Mobile all appear under one national satellite-to-cell model"  
[X Link](https://x.com/anyuser/status/1974964281243521263)  2025-10-05T22:25Z [----] followers, [----] engagements


"If that happens AST SpaceMobile doesnt just land a partnership it becomes the backbone of every U.S. carriers space layer. One constellation. Three networks. Endless reach. 🚀📶 $ASTS"  
[X Link](https://x.com/keyesmn/status/1974964283202265199)  2025-10-05T22:25Z [----] followers, [----] engagements


"@Akashi1459455 And Starlink showing its hand at acquiring spectrum"  
[X Link](https://x.com/keyesmn/status/1974984106732847399)  2025-10-05T23:44Z [----] followers, [----] engagements


"@SovietInvestor Dont Just random musings"  
[X Link](https://x.com/keyesmn/status/1975036699865645557)  2025-10-06T03:13Z [----] followers, [----] engagements


"$ASTS #Spacemob Grandpa was a smart guy :) https://t.co/LZxQUtx9OF Grandpa was a smart guy :) https://t.co/LZxQUtx9OF"  
[X Link](https://x.com/keyesmn/status/1975193931743944822)  2025-10-06T13:38Z [----] followers, [----] engagements


"@spacanpanman Photons"  
[X Link](https://x.com/keyesmn/status/1975788937244516693)  2025-10-08T05:02Z [----] followers, [---] engagements


"@DefinitionsNew @thekookreport @spacanpanman @Defiantclient2 @CatSE___ApeX___ Cant wait to see @corey407woc in the music video"  
[X Link](https://x.com/keyesmn/status/1977223194730803612)  2025-10-12T04:01Z [----] followers, [--] engagements


"$ASTS There continues to be a growing non-communications business opportunity for AST that does not appear to be acknowledged in most analyst projections. Here are [--] examples along with open government contracts that AST could solve for:"  
[X Link](https://x.com/keyesmn/status/1977797922050715899)  2025-10-13T18:05Z [----] followers, [---] engagements


"Scott has mentioned there are at least [--] non-communication use cases the US Government wouldve interested in they may or may not include these. This is just a great example of how the infrastructure is going to enable opportunities and innovation we havent yet considered"  
[X Link](https://x.com/keyesmn/status/1977797935594373290)  2025-10-13T18:05Z [----] followers, [---] engagements


"@spacanpanman @stocksforlong The beauty is that 800m subscribers at an ARPU of $1.50 and 90% margin gets us to the exact same gross profit as Netflix. Without DOW revenue"  
[X Link](https://x.com/keyesmn/status/1978134721679757342)  2025-10-14T16:24Z [----] followers, [---] engagements


"@corey407woc Sumo Corey"  
[X Link](https://x.com/keyesmn/status/1978252855103402189)  2025-10-15T00:13Z [----] followers, [---] engagements


"$ASTS $ASTSpacemobile Bell Canada just announced itll include AST SpaceMobile satellite service in its top two wireless plans with others able to add it for $1015/mo. If this model comes to the U.S. the numbers get massive. 🛰👇"  
[X Link](https://x.com/keyesmn/status/1978469411640967267)  2025-10-15T14:34Z [----] followers, 20.4K engagements


"AT&T + Verizon have about [---] million wireless subs combined. Roughly 27% are on top-tier plans thats [--] million Americans whod likely get satellite-to-phone service included"  
[X Link](https://x.com/anyuser/status/1978469413335523806)  2025-10-15T14:34Z [----] followers, [---] engagements


"If AST SpaceMobile earned just $5/month per premium user through a rev-share deal thats: 💰 $356M/month 💰 $4.3B/year Thats just from the included plans not counting opt-ins or international markets"  
[X Link](https://x.com/keyesmn/status/1978469416300913003)  2025-10-15T14:34Z [----] followers, [---] engagements


"If even 10% of lower-tier users opted in at $1015/mo and AST got half of that ($57.50): adds $11.7B/year more. That pushes the U.S. opportunity above $5B annually"  
[X Link](https://x.com/keyesmn/status/1978469418922643494)  2025-10-15T14:34Z [----] followers, [----] engagements


"Bell just showed the model. Verizon and AT&T already have spectrum ties. If they follow AST becomes the space layer for every major carrier. 📶🛰 The TAM here isnt sci-fi its about to go live. Adding @redrum_2001 since I'm a firm believer in his long term price target"  
[X Link](https://x.com/keyesmn/status/1978469420767834459)  2025-10-15T14:34Z [----] followers, [----] engagements


"@FirstSquawk Awesome name"  
[X Link](https://x.com/keyesmn/status/1978472124953022751)  2025-10-15T14:44Z [----] followers, [---] engagements


"@DrOllie1979 In [----] ATT had Mckinsey estimate the number of cellphones in service by [----]. They estimated 900k. The actual number was [---] million. AST will be bigger than anyone thinks when adding in IoT defense D2D etc"  
[X Link](https://x.com/keyesmn/status/1978498272617492857)  2025-10-15T16:28Z [----] followers, [---] engagements


"@DragonMaxGoku @spacanpanman ATT is reportedly spending $6B a year on copper maintenance. Satellite will allow for them to stop servicing some aspects of that network so they could actually see this as an investment"  
[X Link](https://x.com/keyesmn/status/1978499681131884872)  2025-10-15T16:34Z [----] followers, [---] engagements


"@kingtutcap Buying Antonov Airlines I knew it"  
[X Link](https://x.com/keyesmn/status/1978555036167790761)  2025-10-15T20:14Z [----] followers, [---] engagements


"@spacanpanman I would like to see a $META agreement where Meta subsidizes 4/5G access in lower income regions as a way to expand their own TAM"  
[X Link](https://x.com/keyesmn/status/1978869920411631812)  2025-10-16T17:05Z [----] followers, [---] engagements


"@thekookreport Adding UFO Tracking to the list of potential use cases"  
[X Link](https://x.com/keyesmn/status/1979047431867175213)  2025-10-17T04:50Z [----] followers, [---] engagements


"@ASTS_LegallyMAD @redrum_2001 Watch The Shining"  
[X Link](https://x.com/keyesmn/status/1979651423140016204)  2025-10-18T20:50Z [----] followers, [---] engagements


"@tottaway22 I dont know if this a translation issue - but I like the headline implying that Slim is invested here"  
[X Link](https://x.com/keyesmn/status/1980443046526480643)  2025-10-21T01:16Z [----] followers, [---] engagements


"@corey407woc Bet he doesnt own any $ASTS though"  
[X Link](https://x.com/keyesmn/status/1980697580649738671)  2025-10-21T18:07Z [----] followers, [---] engagements


"@spacanpanman @Roberto224829 I think DoD wants its own shell"  
[X Link](https://x.com/keyesmn/status/1980736641166884911)  2025-10-21T20:43Z [----] followers, [---] engagements


"July 2025: AST raised $575 M in convertible notes due [----]. Filing said: Net proceeds will be used for capped-call transactions and general corporate purposes. Thats legal boilerplate. Translation: well spend it however we want"  
[X Link](https://x.com/anyuser/status/1980767034817519923)  2025-10-21T22:43Z [----] followers, 16.1K engagements


"October 2025: AST issued $850 M of notes due [----]. This time the filing changed: to fund deployment of its global constellation to expand its SpaceMobile Service into incremental strategic markets. That phrase didnt exist before"  
[X Link](https://x.com/keyesmn/status/1980767037480923481)  2025-10-21T22:43Z [----] followers, 20.4K engagements


"Heres the thing AST didnt have to add that. Companies can always just say general corporate purposes. That covers everything. So when lawyers choose extra words like incremental or strategic markets its intentional"  
[X Link](https://x.com/keyesmn/status/1980767040530260184)  2025-10-21T22:43Z [----] followers, 14.2K engagements


"Why add it Because management wants to signal something without saying it outright. Its a breadcrumb language meant to hint that the money is going toward something new and important"  
[X Link](https://x.com/keyesmn/status/1980767042161594737)  2025-10-21T22:43Z [----] followers, 13.6K engagements


"Incremental = additive not part of the original plan. Strategic markets = not just geography. If AST simply meant more countries the filing would say new regions. It didnt. It used strategic markets"  
[X Link](https://x.com/keyesmn/status/1980767045122945414)  2025-10-21T22:43Z [----] followers, 12.9K engagements


"ASTs commercial plan is already clear: partner with AT&T Vodafone & Bell to connect phones via satellite. So what qualifies as an incremental strategic market beyond that Think defense government first responders PNT / Golden Dome"  
[X Link](https://x.com/keyesmn/status/1980767047316639838)  2025-10-21T22:43Z [----] followers, 12.4K engagements


"Their investor materials even mention government applications. Combine that with the timing right as the U.S. and allies seek satellite backup communications and the language starts to make sense"  
[X Link](https://x.com/keyesmn/status/1980767049149227210)  2025-10-21T22:44Z [----] followers, 11.4K engagements


"Remember: these arent marketing blurbs. Convertible-note prospectuses go through lawyers bankers and regulators. Every word must be defensible. So when AST changed general corporate purposes to incremental strategic markets it meant something"  
[X Link](https://x.com/keyesmn/status/1980767050566885480)  2025-10-21T22:44Z [----] followers, 10.9K engagements


"That kind of edit narrows use of proceeds and reduces flexibility you only do that if youre confident about a new initiative already underway or imminent. Its a legal tell not a typo"  
[X Link](https://x.com/keyesmn/status/1980767051984609714)  2025-10-21T22:44Z [----] followers, 10.1K engagements


"So read the timeline: July raise = flexible capital. October raise = targeted funding. Something changed in between maybe a new partner market or government track that required dedicated capital"  
[X Link](https://x.com/keyesmn/status/1980767053335187642)  2025-10-21T22:44Z [----] followers, [----] engagements


"When lawyers start tightening language like that theyre locking the company into a new direction. It might still be undeclared publicly but the shift is already in motion inside the organization"  
[X Link](https://x.com/keyesmn/status/1980767055092556001)  2025-10-21T22:44Z [----] followers, [----] engagements


"AST may not just be building a global phone signal. It could be positioning itself for secure government and defense-grade communications a whole new pillar of revenue and relevance"  
[X Link](https://x.com/anyuser/status/1980767057546469628)  2025-10-21T22:44Z [----] followers, 10.1K engagements


"Follow the language. Filings dont whisper they foreshadow. Incremental strategic markets is AST SpaceMobiles way of telling investors something shifted behind the scenes. When the words change so does the mission. 🚀"  
[X Link](https://x.com/keyesmn/status/1980767059559539077)  2025-10-21T22:44Z [----] followers, [----] engagements


"@im_yumby They absolutely could have but chose not to. Thats the hint"  
[X Link](https://x.com/keyesmn/status/1980779744250470407)  2025-10-21T23:34Z [----] followers, [----] engagements


"@corey407woc"  
[X Link](https://x.com/keyesmn/status/1980787749734211713)  2025-10-22T00:06Z [----] followers, [---] engagements


"@endless_frank Would love to see Slim come in on this"  
[X Link](https://x.com/keyesmn/status/1980788209031475659)  2025-10-22T00:08Z [----] followers, [---] engagements


"@endless_frank Probably comes down to whether the DoD wants its own shell. I would assume they would. Interesting to stack it with the ATM though timing might indicate something became available before they had expected"  
[X Link](https://x.com/keyesmn/status/1980794306299359544)  2025-10-22T00:32Z [----] followers, [---] engagements


"@Steved24661 Very possible The timing so close to the ATM is interesting though makes it seem like timing was key here. Hopefully we find out very soon"  
[X Link](https://x.com/keyesmn/status/1980798414167138478)  2025-10-22T00:48Z [----] followers, [---] engagements


"@DavidNLefkowitz @Steved24661 I think he sees the definition as limited to only commercial service so the usage in the convertible not must mean expanded commercial offering and not something like a government program"  
[X Link](https://x.com/keyesmn/status/1980805692119228735)  2025-10-22T01:17Z [----] followers, [---] engagements


"@Steved24661 @DavidNLefkowitz Technically LATAM and the ME are probably on the same longitude - at least with Saudi"  
[X Link](https://x.com/keyesmn/status/1980818909860151577)  2025-10-22T02:10Z [----] followers, [---] engagements


"@spacanpanman This language is a bit softer and adds flexibility/optionality over the first offering today. Are they listening"  
[X Link](https://x.com/keyesmn/status/1980852938458431935)  2025-10-22T04:25Z [----] followers, [---] engagements


"@Aye4755 Rakuten has exclusive rights to AST in Japan. Go AST to work with any of those guys Rakuten will need to approve it. Best case is they form a Japanese version of SatCo and provide service to all MNOs in the future"  
[X Link](https://x.com/keyesmn/status/1981886887225590137)  2025-10-25T00:53Z [----] followers, [---] engagements


"Like with Vodafone does this signal BB7 just shipped We welcomed @ATT Chairman and CEO John Stankey to Midland for a firsthand look at the rapid development of our next-gen BlueBirds. AT&T is a key strategic partner in our mission to connect the unconnected and together we have showcased world-firsts in space-based cellular https://t.co/BBsy9mnUqQ We welcomed @ATT Chairman and CEO John Stankey to Midland for a firsthand look at the rapid development of our next-gen BlueBirds. AT&T is a key strategic partner in our mission to connect the unconnected and together we have showcased world-firsts"  
[X Link](https://x.com/keyesmn/status/1983255769182343378)  2025-10-28T19:33Z [----] followers, [----] engagements


"$ASTS STCs 10-yr AST deal could exceed 9% of [----] revenue (SAR 76.6B). Thats SAR 6.9B / $1.84B total. Only $175M prepaid rest is usage-based. 9% = Tadawul (reporting requirement) code for massive but flexible. Same as Nokia & $8.7B govt deals. 🚀 @spacanpanman"  
[X Link](https://x.com/keyesmn/status/1983547756397699306)  2025-10-29T14:53Z [----] followers, [----] engagements


"Why 9% instead of $2B 📅 Revenue starts Q4 [----] 📈 Per-GB / per-user fees Key: 9% is not annual its 10-yr aggregate. If space-5G takes off annual could hit $200M$300M/yr later"  
[X Link](https://x.com/keyesmn/status/1983547758293536798)  2025-10-29T14:53Z [----] followers, [---] engagements


"Saudi Tadawul rules: 📊 5% of prior-year revenue = material must disclose 📈 10% = mega-material instant market buzz STCs exceeds 9% for AST deal ✅ Triggers reporting ✅ Signals huge ✅ Stays flexible (usage-based no cap) Same playbook as $8.7B govt & Nokia deals"  
[X Link](https://x.com/keyesmn/status/1983547762819154157)  2025-10-29T14:53Z [----] followers, [---] engagements


"@spacanpanman Saudi Tadawul rules: 📊 5% of prior-year revenue = material must disclose 10% = mega-material instant market buzz STCs exceeds 9% for AST deal Signals huge 💵Stays flexible (usage-based no cap) Same playbook as $8.7B govt & Nokia deals.✅"  
[X Link](https://x.com/keyesmn/status/1983551465957531780)  2025-10-29T15:08Z [----] followers, [---] engagements


"$ASTS #ASTSpaceMobile I asked Grok what happens if SpaceX buys Globalstar. would big tech be compelled to invest with AST and what would it look like None of this is edited but interesting to consider: 🚨 IF SpaceX buys Globalstar for $810B the L-band (iPhone SOS) + Band [--] (clean 5G) vanish into Elons empire. Apple Google Meta cannot let Starlink own the only two viable D2D pipes. AST SpaceMobile = last independent player with global L-band/S-band carrier deals (AT&T/Verizon) and NVIDIA Jetson GPUs in Block [--] for on-orbit AI. Are Big Tech compelled to invest YES. Why Apple: 85% rev-share"  
[X Link](https://x.com/keyesmn/status/1983983415822324208)  2025-10-30T19:44Z [----] followers, 12.5K engagements


"@spacanpanman Grok thinks there's a 90% chance that Apple takes a stake in AST if SpaceX buys Globalstar. interesting"  
[X Link](https://x.com/keyesmn/status/1983988203796541524)  2025-10-30T20:03Z [----] followers, [---] engagements


"@CatSE___ApeX___ Cat how do you think something like this network orchestration can be priced I think the default to price capacity is because its more tangible. Does this value show up in more favorable revenue sharing agreements with MNOs or is it govt contracts that reveal it"  
[X Link](https://x.com/keyesmn/status/1984244952222884340)  2025-10-31T13:03Z [----] followers, [---] engagements


"@DJ_HighAnxiety @Defiantclient2 @TMFAssociates @thekookreport @spacanpanman @CatSE___ApeX___ @kingtutcap @endless_frank @Jagaloon6 @ASTS_Investors @ASTS_SpaceMob @redrum_2001 @corey407woc @bobbibillard Thought this was AI for a minute"  
[X Link](https://x.com/keyesmn/status/1984302945098141873)  2025-10-31T16:54Z [----] followers, [---] engagements


"@Reformed_Trader"  
[X Link](https://x.com/keyesmn/status/1986602163284680723)  2025-11-07T01:10Z [----] followers, [---] engagements


"@Defiantclient2 @AST_SpaceMobile @AbelAvellan @VodafoneGroup"  
[X Link](https://x.com/keyesmn/status/1986712604983882110)  2025-11-07T08:29Z [----] followers, [---] engagements


"@thekookreport This is referred to as an incremental strategic market"  
[X Link](https://x.com/keyesmn/status/1986713810271641687)  2025-11-07T08:34Z [----] followers, [---] engagements


"It appears that there is a changing of the guard happening in the satellite industry and weve seen Globalstar and the like being absorbed or ignored while the likes of SpaceX has disrupted everything and would barely register in the history of the satellite industry. I think those that are serious people in the satellite industry should be open minded enough to consider a company that is seeing the backing of so may large players in telecom as a potential player. To disregard it completely seems flippant and ignorant to go out of your way to constantly troll those who support a new player"  
[X Link](https://x.com/keyesmn/status/1987910710697869709)  2025-11-10T15:50Z [----] followers, [---] engagements


"$ASTS #ASTSpacemobile Weve seen lots of talk about SatCo and the opportunity to play in the IRIS constellation but thats been awarded already. How can SatCo find its way in as a better solution and do it legally IRISs 10.6B award in Dec [----] was Europes bid for sovereign satcom. But with [----] delays & costs rising the end-2025 performance review (Dec) is the key window for tweaksno big penalties just smart optimization. Its a contractual performance review (sometimes called the end-2025 review or initial performance assessment) embedded in the 12-year PPP agreement. The contract includes"  
[X Link](https://x.com/keyesmn/status/1988202739105460675)  2025-11-11T11:10Z [----] followers, [----] engagements


"@JeffBezos Incredible So excited to see more of these - especially carrying AST Satellites"  
[X Link](https://x.com/keyesmn/status/1989387676580286561)  2025-11-14T17:39Z [----] followers, [---] engagements


"@StonksAndBonk @thekookreport Any departure locations posted yet"  
[X Link](https://x.com/keyesmn/status/1989523777546334248)  2025-11-15T02:40Z [----] followers, [----] engagements


"@ASTS_SpaceMob Double check this both Grok and ChatGPT note no quarter over quarter increases in share counts. Alphabet has held 8.9M shares so even the math doesnt math in the table"  
[X Link](https://x.com/keyesmn/status/1990166359775252836)  2025-11-16T21:13Z [----] followers, [----] engagements


"@spacanpanman"  
[X Link](https://x.com/keyesmn/status/1990502997869367566)  2025-11-17T19:31Z [----] followers, [---] engagements


"$ASTS $ASTSpacemobile As a lawyer words matter. Especially when companies change them. AST SpaceMobile quietly altered its filing language between two convertible-note offerings only [--] months apart. The shift is small but important. 🧵👇👇"  
[X Link](https://x.com/anyuser/status/1980767032212595005)  2025-10-21T22:43Z [----] followers, 186.9K engagements


"@ASTS_SpaceMob CatSE mentioned all Block 2's show the PLM - any guess as to the specific reason longer out of solar run time When would you expect Echostar to partner with ASTS if it were to happen What would a "strategic investment" look like (Blue Origin or Apple specifically)"  
[X Link](https://x.com/keyesmn/status/1940140367330124291)  2025-07-01T20:08Z [--] followers, [---] engagements


"@tottaway22 I think we could end up with a Palantir-esque type of valuation and then all bets are off"  
[X Link](https://x.com/keyesmn/status/1949658499362730292)  2025-07-28T02:29Z [--] followers, [---] engagements


"@GraceGriffith7 @PeacefulxCanvas @business @grok Sweden =/= Swiss"  
[X Link](https://x.com/keyesmn/status/1953621152087388435)  2025-08-08T00:55Z [--] followers, [---] engagements


"@Defiantclient2 @C1_dF9432 @DrAaronThomason Does anyone know when we can realistically expect to know which vendors are involved I know there is supposed to be a full implementation plan due in mid-November"  
[X Link](https://x.com/keyesmn/status/1956828925868310680)  2025-08-16T21:22Z [--] followers, [--] engagements


"@scott_m_powell @DepaolaSal ATT doesnt currently have a way to deploy this spectrum without reworking all of their towers. So the fastest way for them to deploy it is to utilize Satellites. Thus the comp is similar to ligado since both are reliant on Satellite D2D to realize the value"  
[X Link](https://x.com/keyesmn/status/1961648836667150629)  2025-08-30T04:35Z [--] followers, [--] engagements


"@Defiantclient2 @VodafoneGroup @AST_SpaceMobile @InfoUMA Did they do this for Starlink/TMUS"  
[X Link](https://x.com/keyesmn/status/1973808927411483098)  2025-10-02T17:54Z [---] followers, [---] engagements


"AST provides jam-proof navigation when GPS fails key for troops. $2.5B+ open solicitation for PWSA T3 Transport (SDA FA7022-25-R-0001 series) #PNT #SpaceTech"  
[X Link](https://x.com/keyesmn/status/1977797932876214715)  2025-10-13T18:05Z [---] followers, [--] engagements


"@redrum_2001 It's an older source but the growth of new/switchers defaulting to premium plans means this trend might be even higher. From the VZ CFO: https://www.fierce-network.com/operators/verizon-cfo-60-new-accounts-take-pricier-unlimited-plansutm_source=chatgpt.com https://www.fierce-network.com/operators/verizon-cfo-60-new-accounts-take-pricier-unlimited-plansutm_source=chatgpt.com"  
[X Link](https://x.com/keyesmn/status/1978470555818000462)  2025-10-15T14:38Z [---] followers, [--] engagements


"@spacanpanman How will this help $ASTS share price"  
[X Link](https://x.com/keyesmn/status/1978912510611706249)  2025-10-16T19:54Z [---] followers, [---] engagements


"@KatiePenza I cant believe that was three years ago Btw I have an awesome product idea. Millionaires for sure"  
[X Link](https://x.com/keyesmn/status/579420004321337345)  2015-03-21T23:11Z [---] followers, [--] engagements

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