#  @spacanpanman Anp🅰️nman AST SpaceMobile ($ASTS) has made significant strides lately, including a 10-year commercial agreement with Saudi Telecom to provide space-based cellular broadband connectivity. The company also announced partnerships with other major telecom companies, such as AT&T, Bell Canada, and América Móvil, to deliver direct-to-device satellite services. These developments have generated substantial interest and attention in the industry. ### Engagements: [------] [#](/creator/twitter::1330341195860615170/interactions)  - [--] Week [---------] -0.01% - [--] Month [---------] +28% - [--] Months [----------] +114% - [--] Year [----------] +215% ### Mentions: [---] [#](/creator/twitter::1330341195860615170/posts_active)  - [--] Week [---] -10% - [--] Month [---] +12% - [--] Months [-----] +99% - [--] Year [-----] +117% ### Followers: [------] [#](/creator/twitter::1330341195860615170/followers)  - [--] Week [------] +0.65% - [--] Month [------] +7.50% - [--] Months [------] +44% - [--] Year [------] +83% ### CreatorRank: [-------] [#](/creator/twitter::1330341195860615170/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 30.26% [stocks](/list/stocks) #5206 [technology brands](/list/technology-brands) 10.33% [cryptocurrencies](/list/cryptocurrencies) #5879 [countries](/list/countries) 4.43% [celebrities](/list/celebrities) 2.95% [financial services](/list/financial-services) #395 [automotive brands](/list/automotive-brands) 2.21% [products](/list/products) 1.85% [luxury brands](/list/luxury-brands) 0.37% **Social topic influence** [$asts](/topic/$asts) #7, [$te](/topic/$te) #3, [$baer](/topic/$baer) #1, [solar](/topic/solar) #428, [spacex](/topic/spacex) #910, [in the](/topic/in-the) 5.54%, [ai](/topic/ai) #4582, [space](/topic/space) #1836, [target](/topic/target) #2178, [$pgy](/topic/$pgy) #48 **Top accounts mentioned or mentioned by** [@att](/creator/undefined) [@tmobile](/creator/undefined) [@hellolynna21876](/creator/undefined) [@redrum_2001](/creator/undefined) [@sjcapitalinvest](/creator/undefined) [@kuehck1](/creator/undefined) [@jpass26](/creator/undefined) [@truflation](/creator/undefined) [@grok](/creator/undefined) [@garyteplis](/creator/undefined) [@accountingds](/creator/undefined) [@tdogg2213](/creator/undefined) [@banyanlanecap](/creator/undefined) [@deepvaluedude](/creator/undefined) [@invest_for_him](/creator/undefined) [@defiantclient2](/creator/undefined) [@accounting_ds](/creator/undefined) [@ivanhri91235556](/creator/undefined) [@thekelghor](/creator/undefined) [@astspacemobile](/creator/undefined) **Top assets mentioned** [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Space Token (SPACE)](/topic/$space) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Planet Labs PBC (PL)](/topic/$pl) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [Fluidity (FLY)](/topic/$fly) [Morgan Stanley (MS)](/topic/morgan-stanley) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [Karman Holdings Inc (KRMN)](/topic/$krmn) [Tesla, Inc. (TSLA)](/topic/tesla) [Voyager Technologies, Inc. (VOYG)](/topic/$voyg) [Redwire Corporation (RDW)](/topic/$rdw) [Apple, Inc. (AAPL)](/topic/$aapl) [Goldman Sachs (GS)](/topic/goldman-sachs) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [IonQ, Inc. (IONQ)](/topic/$ionq) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bank of America (BAC)](/topic/bank-of-america) [American Tower Corp (AMT)](/topic/$amt) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [SATS (Ordinals) (SATS)](/topic/$sats) ### Top Social Posts Top posts by engagements in the last [--] hours "$ASTS: 🚨 AST SPACEMOBILE ADDED TO MSCI WORLD INDEX According to ChatGPT and Gemini index funds will need to buy between an estimated [--] to [--] million ASTS shares by February 27th to reflect its inclusion A more accurate assessment will be published by index desks of investment banks over the next [--] weeks. https://twitter.com/i/web/status/2021603575256768692 https://twitter.com/i/web/status/2021603575256768692" [X Link](https://x.com/spacanpanman/status/2021603575256768692) 2026-02-11T15:13Z 43.8K followers, 30.5K engagements "$ASTS: Well I guess there are some institutional panicans 🤷♂ ASTS: AST SpaceMobile fears 'misplaced' says BofA After Blue Origin announced plans for a new satellite communications network TeraWave that will leverage low and medium Earth orbit satellites to deliver symmetrical data speeds up to [--] Tbps BofA said TeraWave "adds to the long list of planned satellite constellations" but is not a direct competitive threat to AST SpaceMobile which targets the direct-to-device D2D market largely through mobile network operator partnerships. The firm which contends that fears for AST SpaceMobile on" [X Link](https://x.com/spacanpanman/status/2014071744584151247) 2026-01-21T20:24Z 43.8K followers, 48.7K engagements "$ASTS $AAPL: 🚨 ACCORDING TO RECENT FCC FILINGS APPLE IS TESTING IPHONE [--] SATELLITE BROADBAND CONNECTIVITY WITH AST SPACEMOBILE BLUEBIRD SATELLITES ✅ AST SpaceMobile is the sole direct-to-device operator utilizing 600-800MHZ cellular spectrum that is outlined in the FCC filing 🧩 The puzzle pieces are clicking into place. 🚨 iPhone [--] series testing with the FCC for $ASTS SCS/MSS compliance 🚨 Under SCS regulations existing devices can connect to NTN via waiver. New devices needs to test for compliance. A swedish Cat went looking in the archives. 🧇 🐈 CatSE: My iphone is tested for AST 1/" [X Link](https://x.com/spacanpanman/status/2019205292123140396) 2026-02-05T00:23Z 43.8K followers, 77.3K engagements "$TE: ☀ Watch this great interview with T1 Energy CEO @_danielbarcelo as he discussed how the company will help power American energy dominance" [X Link](https://x.com/spacanpanman/status/2019782010500170100) 2026-02-06T14:35Z 43.8K followers, 19.8K engagements "Today I monetized my $VOD call position for 3-4x return and started allocating to $ASTS $TE $BAER $KRKNF. I may re-enter $VOD at a later date" [X Link](https://x.com/spacanpanman/status/2021998035115683853) 2026-02-12T17:21Z 43.8K followers, 11.3K engagements "$ASTS: I'm not phased by the price action today. I've been adding throughout the day and take comfort that BB6 unfolded successfully BB7 is on deck for launch and BB8-10 are about to ship. On top of that FCC approval for US market access Department of War awards MNO definitive agreements and many other catalyst can hit anytime. Ill update my catalyst monitor tonight. https://twitter.com/i/web/status/2022046135469453344 https://twitter.com/i/web/status/2022046135469453344" [X Link](https://x.com/spacanpanman/status/2022046135469453344) 2026-02-12T20:32Z 43.8K followers, 17.4K engagements "Godspeed 🚀 Liftoff of Crew-12 https://t.co/jQ804lyjkm Liftoff of Crew-12 https://t.co/jQ804lyjkm" [X Link](https://x.com/spacanpanman/status/2022280387360075953) 2026-02-13T12:03Z 43.8K followers, [----] engagements "@SJCapitalInvest Need that Mac 12" [X Link](https://x.com/spacanpanman/status/2022283604089242002) 2026-02-13T12:15Z 43.8K followers, [----] engagements "$TE: Yesterday I added 13.5k shares and 23k warrants. I'm averaging up to get to a target position size of $3M. Jane Street also entered the fray with +3.7M shares as of 12/31/25" [X Link](https://x.com/spacanpanman/status/2022308727420784768) 2026-02-13T13:55Z 43.8K followers, 15.9K engagements "$TE: ☀ This is the way Saudi Arabia was once the #1 oil producer. Now it's the U.S. Russia was once the #1 gas producer. Now it's the U.S. China is the #1 solar producer today. Why not https://t.co/bHZyq7jV81 Saudi Arabia was once the #1 oil producer. Now it's the U.S. Russia was once the #1 gas producer. Now it's the U.S. China is the #1 solar producer today. Why not https://t.co/bHZyq7jV81" [X Link](https://x.com/spacanpanman/status/2021947949081850276) 2026-02-12T14:02Z 43.8K followers, [----] engagements "$IRDM: Before people get all lathered up on the Iridium's spectrum value do yourself a favor and learn these acronyms: TDD FDMA and TDMA Structurally it's very limiting and would complicate anyone's potential use of it. Maybe I'll do a space to discuss it in more detail. 🤷♂" [X Link](https://x.com/spacanpanman/status/2022059293391126612) 2026-02-12T21:24Z 43.8K followers, 15.2K engagements "Ha this captures it perfectly Bears [--] months ago: AI is a scam and a bubble Bears now: AI is going to eat the world and everything needs to be repriced for this eventuality Bears [--] months ago: AI is a scam and a bubble Bears now: AI is going to eat the world and everything needs to be repriced for this eventuality" [X Link](https://x.com/spacanpanman/status/2022325813362712658) 2026-02-13T15:03Z 43.8K followers, [----] engagements "$IONQ $QBTS $RGTI $CCCX: White House developing quantum technology executive order Nextgov/FCW says The White House is drafting an executive order aimed at advancing quantum information science and technology with the goal of coordinating efforts across the federal government to strengthen the U.S. quantum ecosystem Alexandra Kelley of Nextgov/FCW reported citing a draft document obtained by Nextgov/FCW. The order would reportedly direct the Office of Science and Technology Policy to articulate a national vision for maintaining U.S. leadership in quantum technologies. The framework outlines" [X Link](https://x.com/spacanpanman/status/2019147053025407435) 2026-02-04T20:32Z 43.8K followers, 12.5K engagements "@OperationATM depends who they are old convert holders who are arbs will take the stock and collapse it against their short position = no impact old convert holders who are fundamental long only holders they would likely sell their shares" [X Link](https://x.com/spacanpanman/status/2022343414373879885) 2026-02-13T16:13Z 43.8K followers, [---] engagements "$ASTS: Abel at AST SpaceMobile HQ this week announcing $1.8 Billion Saudi Telecom definitive commercial agreement Happy Halloween SpcaM🎃b" [X Link](https://x.com/spacanpanman/status/1984357546787029416) 2025-10-31T20:31Z 43.8K followers, 31.1K engagements "We experienced a massive de-leveraging event that was kicked off by crypto liquidations. Leveraged ETFs and 0DTEs exacerbated the moves lower which caused cascading margin calls. Yesterday is a very important reminder = DO NOT USE MARGIN WHEN HOLDING HIGH BETA STOCKS" [X Link](https://x.com/spacanpanman/status/2019847247379202388) 2026-02-06T18:54Z 43.8K followers, [----] engagements "$TE: ☀ Google is ramping up its solar exposure TotalEnergies to Provide [--] GW of Solar Capacity to Power Googles Data Centers in Texas for [--] Years https://www.businesswire.com/news/home/20260209124827/en/United-States-TotalEnergies-to-Provide-1-GW-of-Solar-Capacity-to-Power-Googles-Data-Centers-in-Texas-for-15-Years https://www.businesswire.com/news/home/20260209124827/en/United-States-TotalEnergies-to-Provide-1-GW-of-Solar-Capacity-to-Power-Googles-Data-Centers-in-Texas-for-15-Years" [X Link](https://x.com/spacanpanman/status/2020861762577268844) 2026-02-09T14:06Z 43.8K followers, 17.1K engagements "$TE: Here's a helpful summary of Jeffrey Spittal's (EVP of IR and Corp Development) recent discussion at the Needham Growth Conference" [X Link](https://x.com/spacanpanman/status/2021648879071207879) 2026-02-11T18:13Z 43.8K followers, 11.1K engagements "$ASTS: T-Mobile and Starlink are trying to charge AT&T and Verizon customers $30 / month for satellite texting and intermittent narrowband data services. 😃 If people like Starlink narrowband data services they're going to love AST SpaceMobile seamless broadband connectivity" [X Link](https://x.com/spacanpanman/status/2021675157929308361) 2026-02-11T19:58Z 43.8K followers, 25.6K engagements "$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 👉 JP Morgan 👉 Morgan Stanley Cantor Fitzgerald William Blair Co-Managers B Riley Roth Capital Clear Street You know who is missing from here Scotia Bank 😂 https://twitter.com/i/web/status/2022057324559397254" [X Link](https://x.com/spacanpanman/status/2022057324559397254) 2026-02-12T21:16Z 43.8K followers, 32.6K engagements "@Steved24661 @TMobile @ATT" [X Link](https://x.com/spacanpanman/status/2022093569549635809) 2026-02-12T23:40Z 43.8K followers, [---] engagements "2) $GENI catalysts coming up: (i) deals with sportsbooks for NFL data (ii) NFL preseason starts Sep (iii) research initiation by CS UBS and B Riley (iv) Q2 earnings on Sep 8th. Silver lining of this growth sell down is that I was able to add to sports betting leader" [X Link](https://x.com/spacanpanman/status/1417843106511302659) 2021-07-21T13:45Z 43.8K followers, [--] engagements "$ASTS: Whos buying shares at $100 to celebrate I am" [X Link](https://x.com/spacanpanman/status/1978399931107803438) 2025-10-15T09:57Z 43.8K followers, 14.7K engagements "$ASPI: LUCID CAPITAL INITIATES RESEARCH COVERAGE OF ASP ISOTOPES WITH $15 PRICE TARGET AND BUY RATING The company is "entering a phase of rapid growth" as it transitions to commercial production of isotopes with the potential to transform a wide range of high-tech industries the analyst tells investors in a research note. The firm sees ASP as well positioned to help reduce the West's dependence on Russian isotope supplies critical to medicine and nuclear power. https://twitter.com/i/web/status/1982785672084693170 https://twitter.com/i/web/status/1982785672084693170" [X Link](https://x.com/spacanpanman/status/1982785672084693170) 2025-10-27T12:25Z 43.5K followers, 23.4K engagements "$ASTS 🚨 SAUDI TELECOM ANNOUNCES SIGNING OF [--] YEAR STRATEGIC PARTNERSHIP AGREEMENT TO PROVIDE SPACED-BASED TELECOM SERVICES WITH AST SPACEMOBILE The agreement includes a commercial partnership to provide satellite communications services across the Kingdom of Saudi Arabia and several countries in the Middle East and Africa (Libya Syria Lebanon Djibouti Tunisia Sudan) relying on AST SpaceMobile technology for direct connectivity to unmodified smart devices DETAILS FILED ON SAUDI EXCHANGE: https://twitter.com/i/web/status/1983516393434689845 https://twitter.com/i/web/status/1983516393434689845" [X Link](https://x.com/spacanpanman/status/1983516393434689845) 2025-10-29T12:48Z 43.8K followers, 215.9K engagements "$ASTS: 🚨 SAUDI TELECOM GROUP AND AST SPACEMOBLE ANNOUNCE 10-YEAR COMMERCIAL AGREEMENT AND LONG-TERM REVENUE COMMITMENT FOR SPACE-BASED CELLULAR BROADBAND CONNECTIVITY Collaboration for rollout in Saudi Arabia and select markets in the Middle East and Africa As part of this agreement stc has committed to a prepayment of $175 million for future services and made a significant long-term commercial revenue commitment. MIDLAND Texas & RIYADH Saudi Arabia -- October [--] [----] AST SpaceMobile Inc. (AST SpaceMobile) (NASDAQ: ASTS) the company building the first and only space-based cellular broadband" [X Link](https://x.com/spacanpanman/status/1983520122867196214) 2025-10-29T13:03Z 43.5K followers, 27.2K engagements "$ASTS: Saudi Telecom has 29M mobile subscribers. It covers an additional [--] markets that include Egype Morocco Algeria Iraq Yemen Syria Tunisia Libya Jordan Oman Kuwait Lebanon Bahrain Sudan and Djibouti which represent a potential TAM of [---] MILLION SUBSCRIBERS" [X Link](https://x.com/spacanpanman/status/1983529673582579910) 2025-10-29T13:41Z 43.5K followers, 21.4K engagements "$ASPI: Trump Sons Back ASPIs Uranium Unit QLE in Convertible Note Sale 2025-11-07 18:40:09 GMT By Pablo Mayo Cerqueiro Swetha Gopinath and Annie Massa (Bloomberg) -- ASP Isotopes Inc.s uranium-enriching arm is offering convertible notes in a deal that has drawn the backing of investors including Eric Trump and Donald Trump Jr. Quantum Leap Energy LLC wholly owned by ASP Isotopes is offering the notes in a private placement and has raised about $64.3 million in an agreement with certain investors according to the Friday statement. Its now canvassing additional investors with a view to raising" [X Link](https://x.com/spacanpanman/status/1986870073718677668) 2025-11-07T18:55Z 43.5K followers, 32.9K engagements "$ASPI: Convert investors got heads up the Trumps are investing in ASP Isotopes which was cause for early market strength. Bloomberg story hit the tape at 1:40pm and now we're seeing delayed strength. The QLE spin will be valued at $400M vs. $ASPI EV of $960M. RemainCo will be focused on medical isotopes and Silicon-28. $ASPI: Trump Sons Back ASPIs Uranium Unit QLE in Convertible Note Sale 2025-11-07 18:40:09 GMT By Pablo Mayo Cerqueiro Swetha Gopinath and Annie Massa (Bloomberg) -- ASP Isotopes Inc.s uranium-enriching arm is offering convertible notes in a deal that has drawn the backing" [X Link](https://x.com/spacanpanman/status/1986874173210157439) 2025-11-07T19:11Z 43.5K followers, 18.4K engagements "1/ $ASTS: Summary of key nuggets from Q3 update below. First a few things that really stood out to me: 1) Over $1 billion in aggregate contracted revenue commitments from commercial partners 2) 9th contract award from US government 3) Saudi Telecom $175M prepayment to be made by [----] YE 4) New control bus manufacturing is the key critical path item now. BB7 is delayed by [--] months BB8-10 delayed by [--] month and then eventually the entire deployment plan gets back to original plan by Feb/Mar timeframe 5) Still targeting [--] sats / month by [----] YE 6) AST has been developing an AI engine that will" [X Link](https://x.com/spacanpanman/status/1988107309092909187) 2025-11-11T04:51Z 43.5K followers, 47.4K engagements "$ASTS: Government owned Saudi Telecom selected AST SpaceMobile for a 10-Year commercial agreement w/ $175M of prepaid revenue and minimum revenue commitments valued over $1.8B 🧩The US and KSA executed a wide ranging defense pact - the puzzle pieces are clicking into place" [X Link](https://x.com/spacanpanman/status/1991162568300204350) 2025-11-19T15:12Z 43.7K followers, 29.3K engagements "$TE: Last December T1 Energy acquired Trina's US solar mfg assets in a sweetheart deal as a result of US regulatory pressure. This transaction reminds me of when Constellation Brands got a sweetheart deal to buy Grupo Modelo's US beer assets from AB InBev in [----]. AB InBev had to divest US Corona and Modelo to Constellation in order to secure Department of Justice merger approval. Investors that bought Constellation in the $20-30s absolutely crushed it as the stock went on to hit $200-$250 in the following years. $FREY: Took a quick look at Freyr's pivot from battery developer to solar module" [X Link](https://x.com/spacanpanman/status/1995887577514099092) 2025-12-02T16:07Z 43.8K followers, 15.8K engagements "$ASPI: Cantor Fitzgerald initiates research coverage of ASP Isotopes with an Overweight and $13 Price Target Cantor Fitzgerald analyst Derek Soderberg initiated coverage of ASP Isotopes (ASPI) with an Overweight rating and $13 price target. ASP Isotopes has developed advanced isotope-enrichment technology that produces high-value nuclear fuel medical isotopes and silicon-28 and currently stands as the sole commercial-scale provider of certain isotopes the analyst tells investors in a research note. The pending acquisition of Renergen (RGNNF) could give ASPI control of the world's largest" [X Link](https://x.com/spacanpanman/status/1996591226221457534) 2025-12-04T14:43Z 43.5K followers, 18.9K engagements "$ASTS: American Tower sold 2.29M Class A shares today which was why the stock was slightly down. AMT still own 211K Class A and 2.17M Class B shares For a company that never does VC investments AMT turned $31M into $341M and decided to take some chips off the table 1000% return not bad👏 https://twitter.com/i/web/status/1998629868825698614 https://twitter.com/i/web/status/1998629868825698614" [X Link](https://x.com/spacanpanman/status/1998629868825698614) 2025-12-10T05:44Z 43.8K followers, 28.4K engagements "$ASTS: Part of the reason for American Tower selling some shares-they probably need the cash. Revenue EBITDA FCF have been under pressure from customer consolidation Echostar giving up the mobile business and direct-to-cell impacting future growth. American Tower has $1.9B of cash and $51B of debt. $ASTS: American Tower sold 2.29M Class A shares today which was why the stock was slightly down. AMT still own 211K Class A and 2.17M Class B shares For a company that never does VC investments AMT turned $31M into $341M and decided to take some chips off the table 1000% $ASTS: American Tower sold" [X Link](https://x.com/spacanpanman/status/1998640681560977537) 2025-12-10T06:27Z 43.8K followers, 26.8K engagements "$PL: MORGAN STANLEY RAISES PLANET LABS PRICE TARGET TO $20 FROM $4 Here's an example of how the entire space sector will get rerated higher as research analysts and investors evaluate the AI data center opportunity. [----] is going to be HUGE" [X Link](https://x.com/spacanpanman/status/1999477972458439139) 2025-12-12T13:54Z 43.5K followers, 35.1K engagements "$ECON $MARKET Goldman Sachs - Year End Rally This year has really made investors work for it. Barring any major shocks it will be hard to fight the overwhelmingly positive seasonal period we are entering and the cleaner positioning set-up. To speak to how positive this two-week period has historically been while the S&P mean return from Dec [--] to 31st has been 1.98% the return from today to Dec 31st is 1.77%. While we dont necessarily see a dramatic rally we do think there is room to go up from here into year end. https://twitter.com/i/web/status/2001741168325923127" [X Link](https://x.com/spacanpanman/status/2001741168325923127) 2025-12-18T19:47Z 43.6K followers, [----] engagements "$ASTS: SANTA RALLY CONFIRMED ✅Trump Space Superiority Executive Order 12/18 ✅Golden Dome signed into law 12/18 ✅BB6 ISRO Launch 12/23 ✅Saudi Telecom $175M Prepayment 12/31 ✅BB7 SpaceX / BlueOrigin Launch January ✅FCC Approval for US SCS Access January ✅BB8-BB10 + BB11-BB13 Launch February https://twitter.com/i/web/status/2002028928878174599 https://twitter.com/i/web/status/2002028928878174599" [X Link](https://x.com/spacanpanman/status/2002028928878174599) 2025-12-19T14:51Z 43.5K followers, 26.6K engagements "$ASTS: Junior douchebag hedge short seller @Pivotal_Capital has achieved S-Class status. I don't think I've witnessed pure alpha generation quite like him He tried to create FUD at 9:27AM on the morning of 12/18 which was the buy signal once again for a 22% 2-day gain 🤯 $ASTS: Short Seller @Pivotal_Capital trolls at 8:15AM and the stock rallies 13%. I think we've found Jim Cramer's replacement. If I was his boss I would double his compensation just to get his investment recommendations that I would then take the opposite side of. https://t.co/7lxQNj1J9d $ASTS: Short Seller @Pivotal_Capital" [X Link](https://x.com/spacanpanman/status/2002736991755215332) 2025-12-21T13:44Z 43.6K followers, 21.2K engagements "$ASTS: 🍾To commemorate the launch of SpaceMobile commercial service in [----] I sent [--] bottles of Veuve Clicquot to Abel Scott and the extraordinary employees in Midland TX. On behalf of SpaceMob and other investors we thank you for your tremendous vision dedication and hard work. 🥂Cheers to a transformative [----] where AST SpaceMobile will bring cellular broadband connectivity to every person on the planet 🚀GO ISRO LVM3 AND GO AST BLUEBIRD-6🚀 @AST_SpaceMobile @AbelAvellan @scottwisniews https://twitter.com/i/web/status/2003533402180358444 https://twitter.com/i/web/status/2003533402180358444" [X Link](https://x.com/spacanpanman/status/2003533402180358444) 2025-12-23T18:29Z 43.5K followers, 43.3K engagements "$BAER $SRTA $TE $KRKNF $PGY: Researching and investing in small caps that eventually become large caps is fun" [X Link](https://x.com/spacanpanman/status/2009006029573640303) 2026-01-07T20:55Z 43.5K followers, 22.5K engagements "$VOD $VOD.L: Did you know that Vodafone has been buying 10M shares a day through Merrill Lynch as part of its buyback program On 1/6 Vodafone account for 18% of the day's volume" [X Link](https://x.com/spacanpanman/status/2009234816915636654) 2026-01-08T12:04Z 43.8K followers, [----] engagements "$SATL: Congrats to RMA for this call that he shared on the Space Stocks Weekly. Happy for you my man. Added to $SATL 🛰🛰🛰 Added $ITA 💪🫡 Will add more $QS on further pull back. 🔋 $ASTS rebounding nicely. Shorts have opportunity to cover and join the run up. This is a marathon not a race. Do your DD and get in the game. Sideline quarterbacks should get off the bench and https://t.co/fYKdU0P42B Added to $SATL 🛰🛰🛰 Added $ITA 💪🫡 Will add more $QS on further pull back. 🔋 $ASTS rebounding nicely. Shorts have opportunity to cover and join the run up. This is a marathon not a race. Do your" [X Link](https://x.com/spacanpanman/status/2009274470066684398) 2026-01-08T14:42Z 43.6K followers, [----] engagements "$KTOS $AVAV $AIRO $ONDS drone names all rallying on huge increase in US defense spending Wait until they learn about $KRKNF 🦑" [X Link](https://x.com/spacanpanman/status/2009275159958437965) 2026-01-08T14:45Z 43.8K followers, 17.7K engagements "$ASTS: AST SPACEMOBILE UPSIDE CATALYST MONITOR 🚀 A review of what has been and what is to come 🚀 Upcoming Catalysts: ☑BB6 Unfolding Phased Array ☑BB7 Launch on Blue Origin New Glenn or SpaceX Falcon [--] ☑BB8 - BB10 Delivery to Florida and Launch on Falcon [--] ☑BB11 - BB13 Delivery to Florida and Launch on Falcon [--] ☑Block-2 Launches in Batches of 3x 4x or 8x satellites every 1-2 months ☑FCC approval for full US SCS commercial service ☑Execution of more definitive commercial agmts w/ prepaid revenue and/or investment w/ Bell Canada Telefonica Etisalat and more than [--] global MNOs ☑FirstNet" [X Link](https://x.com/spacanpanman/status/2010763352352702813) 2026-01-12T17:18Z 43.5K followers, 43.4K engagements "$ABVX: Public Service Announcement for retail investors. If you are not an event driven/merger arb investor by background For Sale Situations especially in biotech can be VERY VERY RISKY. While the upside can be great where multiple strategic bidders are participating in an auction a failed auction can result in tremendous downside. When a sale process fails investors will wonder if something was uncovered in due diligence that caused buyers to walk which is NOT a good dynamic. Against that backdrop biotech has the added risk of the underlying asset having some type of adverse event related" [X Link](https://x.com/spacanpanman/status/2011283273247269092) 2026-01-14T03:44Z 43.5K followers, 27.4K engagements "$ASTS: AST SpaceMobile FM-2/BlueBird7 will be launched by Blue Origin New Glenn-3 🚀 Eric Berger Space Journalist for Ars Technica confirms what SpaceMob has known for months. SpaceMob research is NEXT LEVEL" [X Link](https://x.com/spacanpanman/status/2011763277857255727) 2026-01-15T11:31Z 43.5K followers, 37.6K engagements "$BAER $BAERW: Warrant valuation update. Assuming a 120% implied volatility and $3.04 underling stock price fair value for Bridger warrants should be $0.68 Is 120% implied volatility too high I'd say it's a fair assumption given how highly leveraged the equity is" [X Link](https://x.com/spacanpanman/status/2011880808706162795) 2026-01-15T19:18Z 43.8K followers, [----] engagements "$ASTS: 🚨 GOLDEN DOME UNLOCKED - AST SPACEMOBILE SELECTED AS PART OF MISSILE DEFENSE AGENCY'S THIRD TRANCHE "SCALABLE HOMELAND INNOVATIVE ENTERPRISE LAYER DEFENSE (SHIELD)" Following the initial tranche of [----] awards announced December [--] [----] and the second tranche of [----] awards announced December [--] [----] the Missile Defense Agency (MDA) has made an additional [---] awards under the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) Multiple Award Indefinite-Delivery Indefinite-Quantity (IDIQ) Contract. A list of awardees is attached along with their respective contract number." [X Link](https://x.com/spacanpanman/status/2011939221876224482) 2026-01-15T23:11Z 43.7K followers, 260.3K engagements "$BAER: Unf its looking like a bad year for wildfires Not a lick of snow in the valleys with wildfire warnings covering part of the state. The West will need to get ready for a big fire year. https://t.co/MJvDhLOnTF Not a lick of snow in the valleys with wildfire warnings covering part of the state. The West will need to get ready for a big fire year. https://t.co/MJvDhLOnTF" [X Link](https://x.com/spacanpanman/status/2013002201292022082) 2026-01-18T21:34Z 43.7K followers, 12.7K engagements "$TE: We're going to see many new institutions w/ positions in T1 Energy as they update their Q4 holdings in the coming weeks ✅PGIM Jennison Natural Resources bought a new [------] share position ✅SG Americas acquired [------] shares bringing its total to [------] shares" [X Link](https://x.com/spacanpanman/status/2013712183276736586) 2026-01-20T20:36Z 43.8K followers, 21.8K engagements "$TSAT: Telesat pulling out the old Charlie Ergen playbook to hose creditors is a great reminder for investors in $SATS. Just know that you're in bed with Ergen (ask $DISH holders about their experience) and across the table from a mercurial Musk who is keeping you solvent. Ergen + Musk makes for a very volatile cocktail that you have to endure through late [----] when the SpaceX / Echostar spectrum transactions are expected to close. G&M: Bondholders of satellite operator Telesat file lawsuit ahead of debt deadlines By Alexandra Posadzki (Dow Jones) -- Lenders to Ottawa-based Telesat Corp." [X Link](https://x.com/spacanpanman/status/2014041782162477538) 2026-01-21T18:25Z 43.6K followers, [----] engagements "$USAR: On 1/22/26 real-time short short interest spiked to 36.2M shares or 30% of the float. Monday is gonna be judgment day for these poor souls. US TO INVEST $1.6BN INTO USA RARE EARTH IN BID TO SHARE UP KEY MATERIALS - FT" [X Link](https://x.com/spacanpanman/status/2015278670873612704) 2026-01-25T04:20Z 43.8K followers, 67.3K engagements "$SKYT: Quantum-Computing Company IonQ to Buy Chip Maker SkyWater for $1.8 Billion -- WSJ (Wall Street Journal) -- Quantum-computing company IonQ struck a deal to buy chip maker SkyWater Technology for $35 a share or roughly $1.8 billion executives told The Wall Street Journal. IonQ Chairman and Chief Executive Officer Niccolo de Masi said the deal builds on enthusiasm from the Trump administration for semiconductor manufacturing and quantum-computing technology in the U.S. "The tailwinds here are considerable" he said. The details SkyWater shareholders are set to receive $15 in cash and $20" [X Link](https://x.com/spacanpanman/status/2015738238296539379) 2026-01-26T10:47Z 43.6K followers, 19.8K engagements "$KRKNF $PNG.V: 🦑🌊 Krakens SeaPower subsea batteries are built for subsea missions. By replacing traditional metal pressure housings with our proprietary polymer technology SeaPower delivers a safer more reliable and more energy-dense power solution. Learn more: https://t.co/F0d0SLnr0u https://t.co/BibU4Um2hZ Krakens SeaPower subsea batteries are built for subsea missions. By replacing traditional metal pressure housings with our proprietary polymer technology SeaPower delivers a safer more reliable and more energy-dense power solution. Learn more: https://t.co/F0d0SLnr0u" [X Link](https://x.com/spacanpanman/status/2016153387817914644) 2026-01-27T14:16Z 43.5K followers, [----] engagements "$TE: ☀ This is what a stock rerating looks like when management executes and unlocks value over time If you like G2_Dallas youre going to love G2_Austin" [X Link](https://x.com/spacanpanman/status/2016169808719491188) 2026-01-27T15:21Z 43.5K followers, 33.5K engagements "$TE: Live view of the hedge fund sheep that followed @CulperResearch into their smash and grab short call" [X Link](https://x.com/spacanpanman/status/2016194623752843362) 2026-01-27T17:00Z 43.5K followers, 22.1K engagements "2/ $WARRANTS: SPAC Warrants [---] primer discussion. I'll be covering my trade in $SATX during the X space. https://x.com/spacanpanman/status/1956050988713812317s=20 1/ $SATX: Anatomy of a Winning Trade: SatixFy Warrants A $47k Trade that Returned $1.8M in Profit 🧵 https://t.co/DPFAkjsOR8 https://x.com/spacanpanman/status/1956050988713812317s=20 1/ $SATX: Anatomy of a Winning Trade: SatixFy Warrants A $47k Trade that Returned $1.8M in Profit 🧵 https://t.co/DPFAkjsOR8" [X Link](https://x.com/spacanpanman/status/2016221190788882568) 2026-01-27T18:46Z 43.8K followers, [----] engagements "$TE: ☀Roth Capital Reiterates $15 Price Target and "2026 Top Picks" Buy Rating - 1/22/26 Misleading Short Report Provides Buying Opportunity On 1/21 a short report on TE was released accusing it of disclosure failures tariff evasion non-compliance with FEOC among others. The stock was down as much as 16% intraday but closed down 6% (TAN +1%). We see this weakness as a buying opportunity as we believe TE is currently FEOC-compliant fully transparent and a model for what the Trump Administration may want in a domestic manufacturer that is transferring advanced technology & capacity to the US." [X Link](https://x.com/spacanpanman/status/2016244460901024093) 2026-01-27T20:18Z 43.7K followers, 22.1K engagements "$SPACE: [----] ➡ THE YEAR OF SPACE 🚨L-11 DAYS UNTIL ARTEMIS II🚨 The countdown continues For the first time in over [--] years we are just [--] days away from the opening of the first lunar crew mission launch window for Artemis II Where will you be watching the launch from 📅Launch NET: February [--] [----] https://t.co/6Aj8LAGrx6 🚨L-11 DAYS UNTIL ARTEMIS II🚨 The countdown continues For the first time in over [--] years we are just [--] days away from the opening of the first lunar crew mission launch window for Artemis II Where will you be watching the launch from 📅Launch NET: February [--] 2026" [X Link](https://x.com/spacanpanman/status/2016290805401411671) 2026-01-27T23:22Z 43.5K followers, 11.7K engagements "@Yeah_Dave Caveat Emptor Consensus Revenue Estimates for [----] and [----] over time Perhaps they really did kitchen sink guidance this time" [X Link](https://x.com/spacanpanman/status/2016377559122903163) 2026-01-28T05:07Z 43.7K followers, [----] engagements ": $TE 🤝 $NXT $NXT just smashed earnings heres why its relationship with $TE is important $TE $75 million multi year steel frame agreement with $NXT solves its critical domestic content bottleneck enabling 60%+ domestic content qualification to unlock the 10% ITC bonus for hyperscale $NXT just smashed earnings heres why its relationship with $TE is important $TE $75 million multi year steel frame agreement with $NXT solves its critical domestic content bottleneck enabling 60%+ domestic content qualification to unlock the 10% ITC bonus for hyperscale" [X Link](https://x.com/spacanpanman/status/2016502093679370693) 2026-01-28T13:22Z 43.6K followers, 11.4K engagements "$TE $NXT: ☀ "Im really glad to see panels being made in America. What T1 Energy is doing is just phenomenal. We do want a robust U.S. supply chain of solar because its so big its going to get bigger and bigger over time that we should make that here. Its good for the country good for energy and good for national security." - Chuck Boynton CFO Nextpower 11/12/25 https://twitter.com/i/web/status/2016508353774555446 https://twitter.com/i/web/status/2016508353774555446" [X Link](https://x.com/spacanpanman/status/2016508353774555446) 2026-01-28T13:47Z 43.8K followers, [----] engagements "$TE: ☀ Great to see that the big move up yesterday was institutionally driven = Merrill Morgan Stanley Citi JP Morgan and Barclays had most of the advertised flow. Virtu and UBS who typically facilitate mostly retail trading were #4 and #7" [X Link](https://x.com/spacanpanman/status/2016518444124979232) 2026-01-28T14:27Z 43.5K followers, 22.6K engagements "$LUNR: Intuitive Machines price target raised to $26 from $20 at KeyBanc KeyBanc analyst Michael Leshock raised the firm's price target on Intuitive Machines to $26 from $20 and keeps an Overweight rating on the shares. Post the swath of recent events and headlines directly impacting the space and defense technology industries the firm is updating view on the sector. KeyBanc sees an ideal macro environment persisting through [----] driving significant growth opportunities and potential re-ratings of space and defense tech equities. https://twitter.com/i/web/status/2016521737718890843" [X Link](https://x.com/spacanpanman/status/2016521737718890843) 2026-01-28T14:40Z 43.8K followers, [----] engagements "$ASTS: I like what I see 🤝 AT&T 🚀 @ATT $T" [X Link](https://x.com/spacanpanman/status/2016523540825043125) 2026-01-28T14:47Z 43.5K followers, 24.2K engagements "$KRKNF is the next $KRKNF There is only one 🦑" [X Link](https://x.com/spacanpanman/status/2016528565035004221) 2026-01-28T15:07Z 43.5K followers, [----] engagements "$ASTS: 28-Year Raytheon Missile Defense Chief doesn't leave a comfortable and well established position for any job. At his age and stage of career you leave to pursue your passion. You join a company with a mission that excites you. You find something with meaning and significant upside. That is AST SpaceMobile. $ASTS 🧨 [--] year Raytheon missile defense chief now Director of System Integration Test & Ops: Federal Programs at AST. AST just became core national security infrastructure. You dont hire the guy who built Americas missile defense stack unless classified contracts are LIVE." [X Link](https://x.com/spacanpanman/status/2016532416916029847) 2026-01-28T15:22Z 43.5K followers, 20.6K engagements "$ASTS : For the slow ones in the back THIS IS ALPHA. FCC approval is imminent 🚀 $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 https://t.co/kEmflqrD4p $VZ $T https://t.co/Fh5lKLLik7 $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 https://t.co/kEmflqrD4p $VZ $T" [X Link](https://x.com/spacanpanman/status/2016561407865626924) 2026-01-28T17:18Z 43.5K followers, 15.8K engagements "$ASTS: Lookie lookie at who showed up on Bloomberg. It's our friend @AboveAvgOdds of @CrossroadsOnX giving a shoutout to SpaceMob" [X Link](https://x.com/spacanpanman/status/2016591653948035108) 2026-01-28T19:18Z 43.5K followers, 14K engagements "$JOBY: A novel transaction structure Ive never seen before. Morgan Stanley will offer the shares that convert arbs need to short in a delta offering for institutional buyers. The company wont receive proceeds from this transaction. Back in the day sometimes companies would facilitate convert arbs hedging by buying back the shares arbs were shorting. These were called Happy Meal deals. It should help convert arbs buy converts + delta hedge without having to take market risk. It should also reduce typical pressure from convert arbs delta hedging. Outside of this they are going to offer some" [X Link](https://x.com/spacanpanman/status/2016640404251095234) 2026-01-28T22:31Z 43.5K followers, 46.4K engagements "$JOBY: Price Talk" [X Link](https://x.com/spacanpanman/status/2016643577372143838) 2026-01-28T22:44Z 43.5K followers, 11.4K engagements "$SPACE: Don't overthink it folks it's not that hard Select stock price performance since Trump signed Executive Order "Ensuring American Space Superiority" $ASTS: +96% $RKLB: +64% $PL: +69% $LUNR: +123% $KRMN: +78% $FLY: +56%" [X Link](https://x.com/spacanpanman/status/2016868597948145900) 2026-01-29T13:38Z 43.5K followers, 15.8K engagements "$YSS: York Space Systems priced their IPO at $34 raising $629M at $4.3B valuation. They're valuing this business on a multiple of revenue however that revenue is LOW quality. [----] gross margin is 19% up from 9% in [----]. Maybe Golden Dome awards changes their financial profile 🤷♂ Hard pass for me. https://twitter.com/i/web/status/2016885805956919555 https://twitter.com/i/web/status/2016885805956919555" [X Link](https://x.com/spacanpanman/status/2016885805956919555) 2026-01-29T14:47Z 43.8K followers, 10.6K engagements "$TE: T1 Energy off with rest of sector on Musk comments that Tesla plans to build vertically integrated solar PV module manufacturing over the next [--] years Tesla's planned production is focused on meeting specific Tesla and xAI needs. Imagine that 100GW only for two companies Perhaps we're not bullish enough on other market demand 🤷♂ We were due for a pullback. I'm looking to add. https://twitter.com/i/web/status/2016891920992104946 https://twitter.com/i/web/status/2016891920992104946" [X Link](https://x.com/spacanpanman/status/2016891920992104946) 2026-01-29T15:11Z 43.8K followers, 15.8K engagements "Added to $TE $BAER and $SRTA today as well in small spec in $USAR" [X Link](https://x.com/spacanpanman/status/2016924699473727943) 2026-01-29T17:21Z 43.8K followers, 10K engagements "$ASTS $RKLB: Well that would only leave a few public pureplay companies to invest in 👀 *SPACEX IN MERGER TALKS WITH XAI AHEAD OF PLANNED IPO *SHARES OF XAI WOULD BE EXCHANGED FOR SHARES IN SPACEX *TWO ENTITIES SET UP IN NEVADA TO FACILITATE TRANSACTION" [X Link](https://x.com/spacanpanman/status/2016947395792093197) 2026-01-29T18:51Z 43.6K followers, 49.1K engagements "$SATS / Echostar: TD Cowen keeps a Buy rating and $158 price on EchoStar while noting that the "unsubstantiated media reports that SpaceX and xAI are in talks to merge" ahead of SpaceX anticipated IPO in June are "not what incremental investors signed up for". The firm warns regarding a "huge cash burn" at xAI a potential dilution deal uncertainties and subsequent profit taking related to the deal. https://twitter.com/i/web/status/2017225418336604262 https://twitter.com/i/web/status/2017225418336604262" [X Link](https://x.com/spacanpanman/status/2017225418336604262) 2026-01-30T13:16Z 43.5K followers, [----] engagements "$ASTS: Douchebag HF Bros who lost their jobs shorting ASTS after hearing about it at a hedge fund idea dinner If only I had gone long a few hundred thousand shares in my PA at $2" [X Link](https://x.com/spacanpanman/status/2017229992933896454) 2026-01-30T13:34Z 43.6K followers, 14.3K engagements "$BAER: If panicans sell shares today I'll be scooping. The US is NOT going to decertify its own firefighting capabilities. If Trump does go nuclear there will be carveouts for mission critical aircraft. Have a nice day" [X Link](https://x.com/spacanpanman/status/2017240974116667681) 2026-01-30T14:18Z 43.5K followers, 11.5K engagements "Blue Origin and @JeffBezos are LOCKING IN *BLUE ORIGIN TO PAUSE NEW SHEPARD FLIGHTS FOR MINIMUM TWO YEARS TO FOCUS ON LUNAR WORK *JEFF BEZOS' BLUE ORIGIN ROCKET COMPANY COMMENTS IN STATEMENT (Bloomberg) -- Jeff Bezos Blue Origin will pause tourist flights to space for no less than two years in order to shift resources to accelerating the development of its moon lander and other lunar technologies the company announced. The decision reflects Blue Origins commitment to the nations goal of returning to the Moon and establishing a permanent sustained lunar presence Blue Origin said in a statement" [X Link](https://x.com/spacanpanman/status/2017336981416714525) 2026-01-30T20:39Z 43.5K followers, 43K engagements "Today I added to $ASTS $BAER $TE $KRKNF and $SRTA" [X Link](https://x.com/spacanpanman/status/2017339347159171124) 2026-01-30T20:49Z 43.5K followers, 13.2K engagements "$ASTS: Blue Origin locking in to accelerate cadence of New Glenn🚀 This is part of a plan to focus on accelerating the cadence of New Glenn and the company's lunar priorities. This is part of a plan to focus on accelerating the cadence of New Glenn and the company's lunar priorities" [X Link](https://x.com/spacanpanman/status/2017340993461178794) 2026-01-30T20:55Z 43.5K followers, 14.9K engagements "In case you missed the space where I discuss SPAC warrants: 1/ $WARRANTS: SPAC Warrants - The Good The Bad and The Extraordinary A [---] Primer. I'll be using $SATX as case study which is in a thread below. 👇 Friday January 30th @ 10:30AM ET https://t.co/RLC8zoPig8 1/ $WARRANTS: SPAC Warrants - The Good The Bad and The Extraordinary A [---] Primer. I'll be using $SATX as case study which is in a thread below. 👇 Friday January 30th @ 10:30AM ET https://t.co/RLC8zoPig8" [X Link](https://x.com/spacanpanman/status/2017341198935928921) 2026-01-30T20:56Z 43.6K followers, 11.5K engagements "$ASTS: AST SpaceMobile is uniquely positioned for AI data centers in space. AST builds 5-6 ton satellites that feature 100-120Kw solar power generation built in heat dissipation onboard processing (FPGAs ASICs) RF and optical communications backed by3800 patent & patent pending claims $TE: US solar module and cell manufacturer w/ 5GW capacity and growing. Demand for solar whether for terrestrial applications or hardened for space is going to undergo exponential growth $ASTI: Focused on thin film solar PVs that are hardened for space. Very speculative $SUUN: Seasoned solar project developer" [X Link](https://x.com/spacanpanman/status/2017587691768922239) 2026-01-31T13:16Z 43.8K followers, 47.8K engagements "$ASTS: AI DATA CENTERS IN SPACE "The add-on opportunities are really impressive and you see that with all the data center conversations in the last week or so whether it's communication services noncommunication services to the U.S. government or the next generation of commercialization of space. We'll be in a great position to build that out being vertically integrated and having this fantastic ecosystem and then having an orbit architecture." - Scott Wisniewski President and Chief Strategy Officer UBS Conference 12/8/25 https://twitter.com/i/web/status/2017638988962476200" [X Link](https://x.com/spacanpanman/status/2017638988962476200) 2026-01-31T16:39Z 43.5K followers, 32.4K engagements "$ASTS $TE $ASTI $SUUN: Initial thoughts on Space Data Center news from SpaceX fr fr https://x.com/i/spaces/1OyKAjWgPvbGb https://x.com/i/spaces/1OyKAjWgPvbGb" [X Link](https://x.com/spacanpanman/status/2017642686799343781) 2026-01-31T16:54Z 43.6K followers, 20K engagements "@SpacBobby $ASTS - next generation radar sensing hardened PNT electronic warfare and battlefield control and comms platform" [X Link](https://x.com/spacanpanman/status/2017984596839739522) 2026-02-01T15:33Z 43.5K followers, [----] engagements "$ASTS: GETTING THE WORLDS FIRST SPACE VIDEO CALL OFF THE GROUND - VODAFONE In late January [----] Vodafone made the worlds first space video call from an area of no coverage using a standard mobile phone and commercial satellites. To make this possible our team of engineers had to build a new satellite gateway in a matter of weeks. As the only satellite technology of its kind built to offer a full mobile broadband experience this was no easy feat. https://www.vodafone.com/news/newsroom/technology/satellite-engineer-story https://www.vodafone.com/news/newsroom/technology/satellite-engineer-story" [X Link](https://x.com/spacanpanman/status/2018321690447556817) 2026-02-02T13:52Z 43.7K followers, 18.1K engagements "$ASTS: added some torques this AM. Thank you panicans 🙏" [X Link](https://x.com/spacanpanman/status/2018337743407812815) 2026-02-02T14:56Z 43.5K followers, 15.6K engagements "$ASTS: Quick Thoughts https://x.com/i/spaces/1yNxabglqwnKj https://x.com/i/spaces/1yNxabglqwnKj" [X Link](https://x.com/spacanpanman/status/2018698171413573802) 2026-02-03T14:48Z 43.6K followers, 23.1K engagements "$USAR: I closed my spec trading position out for a small profit. My initial $29 entry was only saved by adding at $21-ish" [X Link](https://x.com/spacanpanman/status/2018704306908590112) 2026-02-03T15:13Z 43.8K followers, [----] engagements "$SPACE: SpaceX xAI merger is a WATERSHED moment for the space industry. The market has yet to fully comprehend the tectonic shift that just occurred for competitors who have no space strategy. Space capability expertise and production = these are now the most precious assets in the new arms race. There are a handful of haves and MANY have nots. It's mind blowing $ASTS $RKLB $VOYG $FLY $RDW $LUNR $KRMN $PL $BKSY $MDALF $YSS $GSAT $IRDM https://twitter.com/i/web/status/2018710898278379935 https://twitter.com/i/web/status/2018710898278379935" [X Link](https://x.com/spacanpanman/status/2018710898278379935) 2026-02-03T15:39Z 43.8K followers, 11.1K engagements "$BAER: I'm slowly getting to my goal of a $3M position" [X Link](https://x.com/spacanpanman/status/2018714649919684651) 2026-02-03T15:54Z 43.8K followers, 25.2K engagements "$ASTS: TYPE [--] KARDASHEV CIVILIZATION SpaceX K2 Space and others are racing to achieve 100kW of solar power per satellite Abel Avellan: "Hold my beer"" [X Link](https://x.com/spacanpanman/status/2018759652029444524) 2026-02-03T18:53Z 43.8K followers, 11.9K engagements "$TE: We have a LOT of catching up to do" [X Link](https://x.com/spacanpanman/status/2018767894591533136) 2026-02-03T19:25Z 43.8K followers, 12.3K engagements "$ASTS: Ill be there $RKLB $ASTS $RDW $FLY $LUNR $VOYG $PL $BKSY et. al = $UFO Reminder for Space Stocks Weekly tonight @SpaceInvestor_D @FranciscoSpace5 @spacanpanman @NotDarkYet8 @BrettKrieger12 @VASTCNC https://t.co/XvEMKvfJM9 $RKLB $ASTS $RDW $FLY $LUNR $VOYG $PL $BKSY et. al = $UFO Reminder for Space Stocks Weekly tonight @SpaceInvestor_D @FranciscoSpace5 @spacanpanman @NotDarkYet8 @BrettKrieger12 @VASTCNC https://t.co/XvEMKvfJM9" [X Link](https://x.com/spacanpanman/status/2018831503824941541) 2026-02-03T23:38Z 43.7K followers, 11.3K engagements "$TE: Chinese solar stocks rally on reports Elon Musks Space X Tesla staff visited suppliers Musks apparent interest in solar has been read as a signal that tech giants are moving upstream into power https://www.cnbc.com/2026/02/04/china-solar-panel-elon-musk-spacex-tesla-pv-makers-chinese-stocks-surge.html https://www.cnbc.com/2026/02/04/china-solar-panel-elon-musk-spacex-tesla-pv-makers-chinese-stocks-surge.html" [X Link](https://x.com/spacanpanman/status/2019030557624353254) 2026-02-04T12:49Z 43.5K followers, 16.9K engagements "$PGY: Pagaya Launches [----] Capital Markets Activity with $800M Consumer Loan ABS Represents Pagayas 85th ABS transaction and largest securitization since November [----] Reinforces Pagayas position as a leading issuer in the U.S. personal loan ABS market https://investor.pagaya.com/news-releases/news-release-details/pagaya-launches-2026-capital-markets-activity-800m-consumer-loan https://investor.pagaya.com/news-releases/news-release-details/pagaya-launches-2026-capital-markets-activity-800m-consumer-loan" [X Link](https://x.com/spacanpanman/status/2019046299270623715) 2026-02-04T13:52Z 43.7K followers, [----] engagements "$TE: ☀Great results from Enphase driving solar names higher $ENPH + 26.5% $SEDG +10.3% $CSIQ +4.2%" [X Link](https://x.com/spacanpanman/status/2019049048037364166) 2026-02-04T14:02Z 43.6K followers, [----] engagements "$ASTS: 🚨 HOW DIRECT-TO-DEVICE AST SPACEMOBILE SATELLITES ARE CHANGING MILITARY COMMUNICATIONS - TOM HILLNER FAIRWINDS TECHNOLOGY "You can't boost your signal by just putting amplification on it. You need a larger antenna. Other companies are operating with a much smaller antenna and they just can't get the same performance simply because of physics." Tom Hillner discusses AST SpaceMobile and gives a shoutout to the SpceMob https://www.youtube.com/watchv=a0RGlTQDJn0 https://www.youtube.com/watchv=a0RGlTQDJn0" [X Link](https://x.com/spacanpanman/status/2019050464814182462) 2026-02-04T14:08Z 43.7K followers, 35.7K engagements "$PGY: PGY: Pagaya initiated with a Buy at Freedom Capital w/ $30 Price Target Freedom Capital initiated coverage of Pagaya with a Buy rating and $30 price target. Pagaya is a leader in artificial intelligence-enabled credit underwriting with a "unique" two-sided ecosystem the analyst tells investors in a research note. https://twitter.com/i/web/status/2019053653898748257 https://twitter.com/i/web/status/2019053653898748257" [X Link](https://x.com/spacanpanman/status/2019053653898748257) 2026-02-04T14:21Z 43.7K followers, 10.2K engagements "$BAER: Q4 update in mid March should be very bullish. I believe Bridger will provide FY2026 guidance which I believe will be above street estimate of $133M revenue and $49M of EBITDA. Additional color on financial impact of adding 2x new Super Scoopers more federal/state task orders and new Department of War work. Finally I think we might get additional research coverage in Q1 or Q2 which will help broaden institutional awareness. https://twitter.com/i/web/status/2019055426449371139 https://twitter.com/i/web/status/2019055426449371139" [X Link](https://x.com/spacanpanman/status/2019055426449371139) 2026-02-04T14:28Z 43.8K followers, [----] engagements "Added $BAER $ASTS and $TE today on the dip" [X Link](https://x.com/spacanpanman/status/2019065569803149639) 2026-02-04T15:08Z 43.6K followers, 13.6K engagements "Big risk off day across the board I got filled on some upside on $ASTS" [X Link](https://x.com/spacanpanman/status/2019095287889805467) 2026-02-04T17:06Z 43.7K followers, 16.2K engagements "It's important to KNOW WHAT YOU OWN If you're a tourist in a stock position you are more apt to sell low and buy high when there's volatility" [X Link](https://x.com/spacanpanman/status/2019112333633630369) 2026-02-04T18:14Z 43.8K followers, 13.3K engagements "BIG factor moves today If you are an individual investor w/ no margin these are the types of days to look forward to where volatility the enemy of institutional investors becomes a very profitable friend" [X Link](https://x.com/spacanpanman/status/2019114808772292889) 2026-02-04T18:24Z 43.8K followers, 10.6K engagements "$ASTS $TE: Midday Thoughts https://x.com/i/spaces/1OdJrOXgvRXxX https://x.com/i/spaces/1OdJrOXgvRXxX" [X Link](https://x.com/spacanpanman/status/2019115419651723744) 2026-02-04T18:26Z 43.7K followers, 11.9K engagements "$TE: I added pretty heavy today" [X Link](https://x.com/spacanpanman/status/2019136332551909448) 2026-02-04T19:49Z 43.8K followers, [----] engagements "$MARKETS: WELCOME TO THE CASINO *IRAN'S ARAGHCHI CONFIRMS NUCLEAR TALKS WITH US IN OMAN FRIDAY *IRAN FM ARAGHCHI COMMENTS ON US NUCLEAR TALKS IN A POST ON X" [X Link](https://x.com/spacanpanman/status/2019139950135107615) 2026-02-04T20:04Z 43.5K followers, [----] engagements "$ASTS: It's happening The FCC welcomes and now seeks comment on the SpaceX application for Orbital Data Centers. The proposed system would serve as a first step towards becoming a Kardashev II-level civilization and serve other purposes according to the applicant. https://t.co/TDnUPuz9w7 The FCC welcomes and now seeks comment on the SpaceX application for Orbital Data Centers. The proposed system would serve as a first step towards becoming a Kardashev II-level civilization and serve other purposes according to the applicant. https://t.co/TDnUPuz9w7" [X Link](https://x.com/spacanpanman/status/2019147248559362272) 2026-02-04T20:33Z 43.7K followers, 26.9K engagements "$GOOG: That's some serious SPENDING. Some of that $ probably going towards researching Data Centers in Space $ASTS $PL *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B" [X Link](https://x.com/spacanpanman/status/2019155216285986878) 2026-02-04T21:04Z 43.7K followers, 26.6K engagements "$TE: ☀ TRUMP POLLSTER FINDS MAGA VOTERS LIKE SOLAR ENERGY. 70% FAVOR SOLAR IF PANELS ARE MADE DOMESTICALLY - AXIOS A majority of Trump-coalition voters back solar power especially if the panels are made in the U.S. and without Chinese materials polling shared exclusively with Axios shows. Why it matters: Trump officials are moving against renewables on several fronts including Interior Department permitting restrictions and the GOP budget law hastening the end of project subsidies. But the poll commissioned by U.S. manufacturer First Solar suggests that a big swath of his coalition is partial" [X Link](https://x.com/spacanpanman/status/2019195039591854365) 2026-02-04T23:43Z 43.6K followers, [----] engagements "$ASTS: This is ALPHA 🤷♂ Maybe I'll do a short space later to discuss this $ASTS $AAPL: 🚨 ACCORDING TO RECENT FCC FILINGS APPLE IS TESTING IPHONE [--] SATELLITE BROADBAND CONNECTIVITY WITH AST SPACEMOBILE BLUEBIRD SATELLITES ✅ AST SpaceMobile is the sole direct-to-device operator utilizing 600-800MHZ cellular spectrum that is outlined in the FCC $ASTS $AAPL: 🚨 ACCORDING TO RECENT FCC FILINGS APPLE IS TESTING IPHONE [--] SATELLITE BROADBAND CONNECTIVITY WITH AST SPACEMOBILE BLUEBIRD SATELLITES ✅ AST SpaceMobile is the sole direct-to-device operator utilizing 600-800MHZ cellular spectrum that is" [X Link](https://x.com/spacanpanman/status/2019205505777037406) 2026-02-05T00:24Z 43.7K followers, 26.5K engagements "$TE: ☀ Whos powering all that [----] CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. https://t.co/tjBmEmF49Q [----] CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. https://t.co/tjBmEmF49Q" [X Link](https://x.com/spacanpanman/status/2019215661378293840) 2026-02-05T01:05Z 43.7K followers, 12.2K engagements "$ASTS: Thoughts on Apple FCC filings disclosing testing with AST SpaceMobile Today @ 8:45AM ET https://x.com/i/spaces/1lPJqvOnVrYxb https://x.com/i/spaces/1lPJqvOnVrYxb" [X Link](https://x.com/spacanpanman/status/2019383745275428905) 2026-02-05T12:12Z 43.8K followers, 36.8K engagements "$ASTS: Starlink fuels SpaceX growth with potential phone more internet services - Reuters 👀 As predicted Starlink is going to compete head on with Apple Samsung and all the MNOs. AST SpaceMobiles strategic value just increased exponentially. MNOs like T-Mobile that chose to work with Starlink are about to get disrupted Ill cover this news in the X space today. https://www.reuters.com/business/media-telecom/starlink-fuels-spacex-growth-with-potential-phone-more-internet-services-2026-02-05/" [X Link](https://x.com/spacanpanman/status/2019388366928715781) 2026-02-05T12:31Z 43.7K followers, 17.8K engagements "PSA: DURING PERIODS OF HIGH VOLATILITY AND RISK LIQUIDATION DO NOT USE MARGIN" [X Link](https://x.com/spacanpanman/status/2019393841623888049) 2026-02-05T12:53Z 43.5K followers, 12.8K engagements "$ASTS: 🧩 The puzzle pieces are clicking into place. Tick tock tick tock Apparently @Apple hasn't budged on surrendering @Globalstar's spectrum to @Starlink so @elonmusk is now delivering on his threat of making his own phone "if he has to" as @SpaceX is reportedly exploring exactly that with a Starlink-native handset. $GSAT https://t.co/IpMaC2U7Kq https://t.co/jDNlD3CmCY Apparently @Apple hasn't budged on surrendering @Globalstar's spectrum to @Starlink so @elonmusk is now delivering on his threat of making his own phone "if he has to" as @SpaceX is reportedly exploring exactly that with a" [X Link](https://x.com/spacanpanman/status/2019445656209793507) 2026-02-05T16:18Z 43.7K followers, 12.2K engagements "$BAER: 🔥 I didn't realize Bridger Aerospace has a merch store. The link is located at the bottom of their website. I'm def picking up a hat shirt hoodie and stickers https://bridgeraerospace.myshopify.com/collections/all https://bridgeraerospace.myshopify.com/collections/all" [X Link](https://x.com/spacanpanman/status/2019450274977321020) 2026-02-05T16:37Z 43.5K followers, [----] engagements "$INFLATION: Truflation indicating that real-time inflation has cratered to 1% vs. Fed governors who continue to jawbone that inflation is stubborn. Below is Truflation data vs. reported CPI data. Truflation has been a very accurate leading predictor by 1-2 months 👀" [X Link](https://x.com/spacanpanman/status/2019453992753914201) 2026-02-05T16:52Z 43.8K followers, [----] engagements "$ASTS: Agree w/ Mike. Also shows how *critical* satellite communications are in a contested battlefield environment. Imagine the possibilities. This level of dependency on starlink is absolutely unbelievable. That it even got to this level show how asleep at the switch our government is. This level of dependency on starlink is absolutely unbelievable. That it even got to this level show how asleep at the switch our government is" [X Link](https://x.com/spacanpanman/status/2019474923266158834) 2026-02-05T18:15Z 43.5K followers, 12.9K engagements "$ASTS: Starlink head of MNO partnerships begging to stop making their job more difficult MUSK: WE ARE NOT DEVELOPING A PHONE- X POST MUSK: WE ARE NOT DEVELOPING A PHONE- X POST" [X Link](https://x.com/spacanpanman/status/2019482318902087979) 2026-02-05T18:44Z 43.7K followers, 17.2K engagements "$ASTS: Who is Apple testing with on 600MHz spectrum for Supplemental Coverage from Space There's only one satellite provider that can serve 600-900Mhz cellular spectrum ➡ AST SpaceMobile and. 👉 AT&T is acquiring Echostar's nationwide 600MHz paired 10x10MHz spectrum 🚨 iPhone [--] series testing with the FCC for $ASTS SCS/MSS compliance 🚨 Under SCS regulations existing devices can connect to NTN via waiver. New devices needs to test for compliance. A swedish Cat went looking in the archives. 🧇 🐈 CatSE: My iphone is tested for AST 1/ https://t.co/h0EkiKnvCd 🚨 iPhone [--] series testing with" [X Link](https://x.com/spacanpanman/status/2019505333639459312) 2026-02-05T20:16Z 43.7K followers, 30.2K engagements "Appears that some big after hour liquidations taking place to cover margin calls. Some hard lessons being learned right now" [X Link](https://x.com/spacanpanman/status/2019532332152312243) 2026-02-05T22:03Z 43.7K followers, 30K engagements "$SPACE: Inside Elon Musk's $1.25 Trillion AI and Space Megamerger -- WSJ By Alexander Saeedy Corrie Driebusch Becky Peterson and Micah Maidenberg (Wall Street Journal) -- Elon Musk took a gulp of water on stage at the World Economic Forum in Switzerland last month and started talking up one of his latest passions: data centers orbiting Earth. "The lowest-cost place to put AI will be space" Musk said. "That will be true within two years maybe three." Behind the scenes the groundwork was already under way for a megamerger of SpaceX and xAI -- his artificial-intelligence startup -- intended to" [X Link](https://x.com/spacanpanman/status/2019617482755993664) 2026-02-06T03:41Z 43.6K followers, [----] engagements "Something I've learned over the many years of my career. If we ever hit VIX [--] that'll be a great buying opportunity and VIX hitting [--] to [--] is an all in moment (GFC COVID) The last massive buying opp for equities was VIX [--] during the [----] Tariff Tantrum Well we tapped VIX [--] overnight and premarket was a nice area to allocate some risk. The highest was [-----] in October [----]. Stay focused friends and let the game come to you. https://t.co/V5OqkhGPHG Well we tapped VIX [--] overnight and premarket was a nice area to allocate some risk. The highest was [-----] in October [----]. Stay focused" [X Link](https://x.com/spacanpanman/status/2019628045208813976) 2026-02-06T04:23Z 43.6K followers, 73.3K engagements "$ASTS: STAY FOCUSED" [X Link](https://x.com/spacanpanman/status/2019630703005384855) 2026-02-06T04:34Z 43.7K followers, 10.2K engagements "End of Day Chat https://x.com/i/spaces/1eaKbjaQeNVKX https://x.com/i/spaces/1eaKbjaQeNVKX" [X Link](https://x.com/spacanpanman/status/2019634476381565187) 2026-02-06T04:49Z 43.6K followers, 10.6K engagements "Mgmt will respond when I reach out even if I'm not a big shareholder. I'll give them my background (banking hedge fund) and demonstrate that I'm knowledgeable. Then I let them know I have an anon social media account where I write about my investment ideas. Most of the time they're open to meeting and after understanding I'm not crazy and that I actually know what I'm doing they'll be responsive to questions and requests for calls. I discuss topics any institutional investor would. All reg FD compliant stuff . https://twitter.com/i/web/status/2019650596089827829" [X Link](https://x.com/spacanpanman/status/2019650596089827829) 2026-02-06T05:53Z 43.5K followers, [---] engagements "My average was $1.30-1.50 I think on my warrants. The warrants were $11.50 strike so the avg would be $12.80-$13 or so. By having a big amount of unrealized gains one motivation for NOT selling is avoiding recognizing gains and paying taxes. Of course I have conviction in the name and am a long-term shareholder so I want to own as many shares as possible for as long as possible. how do handle volatility buy and hold not on margin. research and understand what you own and once you have a position just sit on it. pretty simple https://twitter.com/i/web/status/2019651271284650209" [X Link](https://x.com/spacanpanman/status/2019651271284650209) 2026-02-06T05:56Z 43.7K followers, [---] engagements "@mi20483980476 I've heard SpaceX / Starlink is bearish for AST since [----] when they announced they were doing direct-to-cell. Looking back it hasn't been that bearish eh" [X Link](https://x.com/spacanpanman/status/2019651513925198004) 2026-02-06T05:56Z 43.5K followers, [---] engagements "$ASTS $TE: After hour liquidation buys looking good so far. Not sure if we're out of the woods yet - stay vigilant" [X Link](https://x.com/spacanpanman/status/2019778554876039182) 2026-02-06T14:21Z 43.7K followers, [----] engagements "$ASTS: As long as the market keeps rallying I expect a violent rebound once the margin selling is done. PSA: There's going to be some margin call selling this AM as some folks probably got notices this morning. PSA: There's going to be some margin call selling this AM as some folks probably got notices this morning" [X Link](https://x.com/spacanpanman/status/2019782431792939224) 2026-02-06T14:37Z 43.8K followers, 33.3K engagements "$ASTS $TE: Early dip at the open due to forced margin call liquidations" [X Link](https://x.com/spacanpanman/status/2019786168729059422) 2026-02-06T14:52Z 43.8K followers, 10.5K engagements "$BAER: 🔥CEO Of Bridger Aerospace Sam Davis Breaks Down The [----] Wildfire Season Their Expansion Into Spain And The Future Of The Wildfire Aviation Company - The Hotshot Wakeup https://podcasts.apple.com/ca/podcast/ceo-of-bridger-aerospace-sam-davis-breaks-down-the/id1614690223i=1000739777116 https://podcasts.apple.com/ca/podcast/ceo-of-bridger-aerospace-sam-davis-breaks-down-the/id1614690223i=1000739777116" [X Link](https://x.com/spacanpanman/status/2019804539751460939) 2026-02-06T16:05Z 43.6K followers, [----] engagements "$ASTS: "Cuz that was the new 52-week low" 'why didnt you just sell some at the top' https://t.co/BgKy4DKQJq 'why didnt you just sell some at the top' https://t.co/BgKy4DKQJq" [X Link](https://x.com/spacanpanman/status/2019811612161679737) 2026-02-06T16:33Z 43.6K followers, 11.1K engagements "@accounting_ds $TE: More offtake agreements = access to more non-dilutive funding = build more solar module and cell plants = 💰💰💰" [X Link](https://x.com/spacanpanman/status/2019818849424798150) 2026-02-06T17:01Z 43.5K followers, [----] engagements "$ASTS: 🚨 NEXT IPHONES' SATELLITE CONNECTIVITY COULD ROCKET WAY BEYOND SOS The funny thing is that these journalists only have the Starlink and Globalstar part of the story. The rest of us know that Apple *needs* AST SpaceMobile and its MNO partners to make seamless broadband connectivity a reality. https://www.cultofmac.com/news/advanced-iphone-satellite-features https://www.cultofmac.com/news/advanced-iphone-satellite-features" [X Link](https://x.com/spacanpanman/status/2019820822282531210) 2026-02-06T17:09Z 43.8K followers, 31.7K engagements "@tdogg2213 @SJCapitalInvest Telsa is building out production for their own internal consumption Looks like Deep Value Bagger got rekt and liquidated. If you're going to invest in $TE you need to KNOW WHAT YOU OWN and not be tourist 🤷♂ https://x.com/deepvaluebagger/status/2019762736259801484 I lived through [----] market crash and it took [--] years for it to recover. I'm too old for this shit. I'm frustrated that I veered off what made me successful: high quality stocks. Chasing after X lowering my standard is what got me into trouble. I'm radically changing my" [X Link](https://x.com/spacanpanman/status/2019842205075247467) 2026-02-06T18:34Z 43.7K followers, 19.5K engagements "@DeepValueBagger @tdogg2213 @SJCapitalInvest That absolutely sucks sorry to hear that. Best of luck" [X Link](https://x.com/spacanpanman/status/2019844772605943839) 2026-02-06T18:44Z 43.5K followers, [---] engagements "$TE: STAY FOCUSED 2/ $TE: Here's a sensitivity of T1 Energy's valuation at various EBITDA multiples under two scenarios: G1_Dallas + G2_Austin Phase I = $9.90 to $14.20 G1_Dallas + G2_Ausin Phase I and II = $14.50 to $21.60 I believe now that FEOC risk has been removed and more non-dilutive https://t.co/8OMe5EfX4h 2/ $TE: Here's a sensitivity of T1 Energy's valuation at various EBITDA multiples under two scenarios: G1_Dallas + G2_Austin Phase I = $9.90 to $14.20 G1_Dallas + G2_Ausin Phase I and II = $14.50 to $21.60 I believe now that FEOC risk has been removed and more non-dilutive" [X Link](https://x.com/spacanpanman/status/2019845459771072755) 2026-02-06T18:47Z 43.8K followers, 16.2K engagements "@CalaMMint @tdogg2213 @SJCapitalInvest Selling puts works until it doesn't. It's one of the fastest ways to financial ruin" [X Link](https://x.com/spacanpanman/status/2019848104615325836) 2026-02-06T18:58Z 43.5K followers, [---] engagements "Nothing changes sentiment like not being all in on margin and avoiding liquidation which allows you to deploy dry powder during a massive deleveraging event to make some serious 1-day trading gainz" [X Link](https://x.com/spacanpanman/status/2019849016994115866) 2026-02-06T19:01Z 43.7K followers, 10.8K engagements "$ASTS: YES $ASTS: Its about time https://t.co/hCGa16U278 $ASTS: Its about time https://t.co/hCGa16U278" [X Link](https://x.com/spacanpanman/status/2019854859655061707) 2026-02-06T19:25Z 43.7K followers, 10.8K engagements "$ASTS: When you invest in AST SpaceMobile you are standing on the shoulders of giants that have done hundreds and hundreds of hours of research. @CatSE___ApeX___ Have a great weekend" [X Link](https://x.com/spacanpanman/status/2019887584239894932) 2026-02-06T21:35Z 43.7K followers, 13.3K engagements "JUST IN: Anpanman says AST SpaceMobile could hit $100T JUST IN: Elon Musk says Tesla could hit $100T JUST IN: Elon Musk says Tesla could hit $100T" [X Link](https://x.com/spacanpanman/status/2019896578689953985) 2026-02-06T22:10Z 43.7K followers, 23.2K engagements "$ASTS: The FAA announced the closure of the SpaceX-led mishap investigation following the upper stage anomaly during the Starlink 17-32 mission. Full statement: https://t.co/slnQsZ8ZOV The FAA announced the closure of the SpaceX-led mishap investigation following the upper stage anomaly during the Starlink 17-32 mission. Full statement: https://t.co/slnQsZ8ZOV" [X Link](https://x.com/spacanpanman/status/2019921544231756040) 2026-02-06T23:49Z 43.8K followers, 13.3K engagements "1/ $ASTS: 🚨AST SPACEMOBILE GRANTED 60-DAY SPECIAL TEMPORARY AUTHORITY FOR US BETA TESTING OVER 700MHZ W/ AT&T AND 850MHZ W/ AT&T AND VERIZON I expect AST's full US Supplemental Coverage from Space to be granted soon" [X Link](https://x.com/spacanpanman/status/2019945393203589280) 2026-02-07T01:24Z 43.8K followers, 22.6K engagements "@alc2022 $DUOL: [----] EBITDA estimate kept growing however [----] and [----] getting revised lower has killed the stock. 🤷♂" [X Link](https://x.com/spacanpanman/status/2019955314439954890) 2026-02-07T02:04Z 43.8K followers, [----] engagements "$TE: 8-K disclosing appointment of Tom Mahrer as new Chief Accounting Officer which I understand is a well deserved promotion. Former CAO Denise Cruz is leaving to pursue personal interests. All the best Denise" [X Link](https://x.com/spacanpanman/status/2019956148636643461) 2026-02-07T02:07Z 43.8K followers, 22.6K engagements "This is up there as one of the dumbest posts Ive read. Surprised people got sucked into it. I've initiated a position in $VLN ($155M MC). This one is wild. Valens is a AI semi for self-driving cars and robotics. I've found that markets messed up on VLS from a ticker collision data error. And missed new CES [----] info this week. VLN has: [--]. $93.5M in Cash [--] https://t.co/tqHBH77c2O I've initiated a position in $VLN ($155M MC). This one is wild. Valens is a AI semi for self-driving cars and robotics. I've found that markets messed up on VLS from a ticker collision data error. And missed new CES" [X Link](https://x.com/spacanpanman/status/2019987152801870301) 2026-02-07T04:10Z 43.6K followers, 36.3K engagements "$ASTS: We are not the same" [X Link](https://x.com/spacanpanman/status/2020109037891641408) 2026-02-07T12:15Z 43.8K followers, 14.7K engagements "@ak_dfranco And thats called hitting milestones and unlocking value. 🤷♂" [X Link](https://x.com/spacanpanman/status/2020112197548949675) 2026-02-07T12:27Z 43.6K followers, [---] engagements "@Yeah_Dave Well as long as youre not on margin a further drawdown not gonna kill you" [X Link](https://x.com/spacanpanman/status/2020195803965374693) 2026-02-07T17:59Z 43.5K followers, [---] engagements "$ASTS: 🚨 DEFENSE SECTOR INVESTORS UNLOCKED First Trust Indxx Aerospace & Defense ETF takes a [------] share position in AST SpaceMobile $ASTS: First Trust Indxx Aerospace & Defense ETF (MISL) includes 591000+ shares of AST Spacemobile ASTS is a Commercial & Defense juggernaut in the making https://t.co/MDa7VTgRhH https://t.co/ULOpCGgPiB $ASTS: First Trust Indxx Aerospace & Defense ETF (MISL) includes 591000+ shares of AST Spacemobile ASTS is a Commercial & Defense juggernaut in the making https://t.co/MDa7VTgRhH https://t.co/ULOpCGgPiB" [X Link](https://x.com/spacanpanman/status/2020260950918721824) 2026-02-07T22:18Z 43.8K followers, 33K engagements "@SpaceInvestor_D No ifs just true" [X Link](https://x.com/spacanpanman/status/2020318071580422396) 2026-02-08T02:05Z 43.5K followers, [----] engagements "@alc2022 Youre gonna charge tax Come on man Im out" [X Link](https://x.com/spacanpanman/status/2020344210180960447) 2026-02-08T03:49Z 43.7K followers, [---] engagements "$VIX: Here's a look at VIX over the last [--] years. You can see it broke over [--] several times during GFC and COVID. Recent spikes over [--] were: August [----] ➡ Unwinding of Yen carry trade + weak US job numbers leading to recession fears April [----] ➡ Trump Tariffs Something I've learned over the many years of my career. If we ever hit VIX [--] that'll be a great buying opportunity and VIX hitting [--] to [--] is an all in moment (GFC COVID) The last massive buying opp for equities was VIX [--] during the [----] Tariff Tantrum Something I've learned over the many years of my career. If we ever hit VIX 50" [X Link](https://x.com/spacanpanman/status/2020355741765513570) 2026-02-08T04:35Z 43.7K followers, [----] engagements "$VIX: Here's a look at VIX over the last [--] years. You can see it broke over [--] several times during GFC and COVID. Recent spikes over [--] were: August [----] ➡ Unwinding of Yen carry trade + weak US job numbers leading to recession fears April [----] ➡ Trump Tariffs Something I've learned over the many years of my career. If we ever hit VIX [--] that'll be a great buying opportunity and VIX hitting [--] to [--] is an all in moment (GFC COVID) The last massive buying opp for equities was VIX [--] during the [----] Tariff Tantrum Something I've learned over the many years of my career. If we ever hit VIX 50" [X Link](https://x.com/spacanpanman/status/2020360145868583060) 2026-02-08T04:52Z 43.8K followers, 18.6K engagements "@APompliano I guess AI will be surfing X and Amazon all day" [X Link](https://x.com/spacanpanman/status/2020470442075586883) 2026-02-08T12:11Z 43.6K followers, [----] engagements "$SPACE $ASTS $RKLB $VOYG: INVESTING IN SPACE - FINDING PROFITS AT THE FINAL FRONTIER MONEYWEEK Getting into space has never been cheaper thanks to private firms and reusable technology. That has sparked something of a gold rush in related industries says Matthew Partridge Important Excerpt: Like many in the industry Nick Flitterman of Portland Advisers admits to having mixed feelings about the controversial entrepreneur. There is in his view as well as those of others a major concern over having lots of money and power concentrated in one persons hands. However even this could work in the" [X Link](https://x.com/spacanpanman/status/2020506794519314442) 2026-02-08T14:35Z 43.8K followers, 11.9K engagements "@levandovsky" [X Link](https://x.com/spacanpanman/status/2020746095731630435) 2026-02-09T06:26Z 43.6K followers, [---] engagements "$ASTS: Affordable Anytime Anywhere Mobile Broadband Connectivity AST SpaceMobile" [X Link](https://x.com/spacanpanman/status/2020852034082095610) 2026-02-09T13:27Z 43.8K followers, 33.3K engagements "$PGY: I nibbled on some Pagaya. I think the stock is going to have a tough time until credit market uncertainty improves. That said it's trading at such a low valuation . it's attractive enough for me to add" [X Link](https://x.com/spacanpanman/status/2020877113243361280) 2026-02-09T15:07Z 43.7K followers, 14.2K engagements "$ASTS: 👀Vodafone Egypt secures additional 20MHz of 1.8GHz spectrum which fits nicely with future AST SpaceMobile Block-3 midband satellites that will serve L- and S-band spectrum globally. https://www.directorstalkinterviews.com/vodafone-egypt-secures-additional-1800mhz-spectrum/4121238779 https://www.directorstalkinterviews.com/vodafone-egypt-secures-additional-1800mhz-spectrum/4121238779" [X Link](https://x.com/spacanpanman/status/2020877192872304841) 2026-02-09T15:07Z 43.8K followers, 19.8K engagements "$KRKNF $PNG.V: Lockheed Martin is listed by Kraken Robotics as a customer which could mean this program uses Kraken capabilities. .@LockheedMartin unveiled LampreyMMAUV a breakthrough plug-andplay submersible that gives U.S. and allied warfighters a technological and strategic advantage in todays contested maritime arena. Click below for more: .@LockheedMartin unveiled LampreyMMAUV a breakthrough plug-andplay submersible that gives U.S. and allied warfighters a technological and strategic advantage in todays contested maritime arena. Click below for more:" [X Link](https://x.com/spacanpanman/status/2020958430861856791) 2026-02-09T20:30Z 43.8K followers, 30.4K engagements "$ASTS: 👀 The AST5000 ASIC just dropped in cost BREAKING: US reportedly plans to exempt TSMC from chip tariffs per FT BREAKING: US reportedly plans to exempt TSMC from chip tariffs per FT" [X Link](https://x.com/spacanpanman/status/2021184079421415863) 2026-02-10T11:26Z 43.7K followers, 21.4K engagements "$TE: Sometimes the market and investors have the memory of fruit flies. T1 Energy is expected to sign additional offtake agreements soon. Know What You Own Did you know that G2_Austin solar cells can be incorporated into hardened solar panels for space 🧠 $TE: 🚨T1 ENERGY ENTERED INTO STRATEGIC 900MW STRATEGIC PARTNERSHIP WITH TREATY OAK CLEAN ENERGY. $GOOG AND $META ARE TREATY OAK CLEAN ENERGY'S LARGEST CUSTOMERS $GOOG: Signed a 15-year PPA for 100MW from Redfield Solar Project in Arkansas to power data centers in the MISO $TE: 🚨T1 ENERGY ENTERED INTO STRATEGIC 900MW STRATEGIC PARTNERSHIP" [X Link](https://x.com/spacanpanman/status/2021203716699979825) 2026-02-10T12:44Z 43.8K followers, 18.5K engagements "$PGY: Research Updates Keefe Bruyette analyst Sanjay Sakrani lowered the firm's price target on Pagaya to $30 from $35 and keeps an Outperform rating on the shares. After a volume miss paired with a lowered outlook the firm is lowering its [----] and [----] estimates but sees growth concerns creating a buying opportunity. Benchmark lowered the firm's price target on Pagaya to $33 from $48 and keeps a Buy rating on the shares. The firm notes shares of the AI-driven credit-decisioning platform fell more than 20% after reporting a modest topline miss and issued softer-than-expected guidance for Q1" [X Link](https://x.com/spacanpanman/status/2021228368650203323) 2026-02-10T14:22Z 43.8K followers, [----] engagements "$PGY: Pagaya dialed down risk and got punished for it = damned if you do damned if you don't. So how much negativity is "priced in" Pagaya vs. Upstart [----] / [----] PE Multiple $PGY: 5.8x 5.0x $UPST: 17.6x 14.3x Pagaya expects to be conservative on underwriting but focused on partner growth in [----]. In Q1 alone they expect to onboard 7-8 new partners. https://twitter.com/i/web/status/2021239329935212847 https://twitter.com/i/web/status/2021239329935212847" [X Link](https://x.com/spacanpanman/status/2021239329935212847) 2026-02-10T15:06Z 43.8K followers, 10K engagements "$PGY: With Pagaya's chronic heavily discounted valuation and the market's inability to understand Pagaya's business model shouldn't management either 1) take the company private or 2) sell to a strategic buyer Just sayin' 🤷♂" [X Link](https://x.com/spacanpanman/status/2021264415371259934) 2026-02-10T16:46Z 43.8K followers, [----] engagements "@endless_frank gotcha. if you're going to invest in space 1) you better be patient and 2) you better have a tolerance for delays otherwise you should invest elsewhere" [X Link](https://x.com/spacanpanman/status/2021265139358413195) 2026-02-10T16:48Z 43.7K followers, [---] engagements "$ASTS: Unmanned Underwater Vehicles (UUVs) will feature satellite connectivity for comms command and control So will: Unmanned Aerial Vehicles UAVs Unmanned Ground Vehicles UGVs Lethal Autonomous Weapon Systems LAWS The puzzle pieces are all there 🧩 Underwater Warfare unveiled: New stealthy autonomous underwater drone 'Lamprey MMAUV' by Lockheed Martin . https://t.co/VeP1s9GooO Underwater Warfare unveiled: New stealthy autonomous underwater drone 'Lamprey MMAUV' by Lockheed Martin . https://t.co/VeP1s9GooO" [X Link](https://x.com/spacanpanman/status/2021272747142262960) 2026-02-10T17:19Z 43.8K followers, 28.3K engagements "$ASTS $KRKNF $TE $ASTI $BAER $PGY: Lunch Time Chat Today @ 12:55PM https://x.com/i/spaces/1BdGYZqRaOMJX https://x.com/i/spaces/1BdGYZqRaOMJX" [X Link](https://x.com/spacanpanman/status/2021280171836199084) 2026-02-10T17:48Z 43.8K followers, 10.2K engagements "@feelzyou Go long a double short $ASTS ETF" [X Link](https://x.com/spacanpanman/status/2021388005802426614) 2026-02-11T00:57Z 43.7K followers, [----] engagements "$ASTS: Whos buying premarket I AM Its a long way to the top if you wanna rock n roll 🚀 https://youtu.be/GChhRrU6BJUsi=7SrnkdjtVcHW3VE5 https://youtu.be/GChhRrU6BJUsi=7SrnkdjtVcHW3VE5" [X Link](https://x.com/spacanpanman/status/2021558030270156886) 2026-02-11T12:12Z 43.8K followers, 11.2K engagements "$ASTS $TE: Big risk-off moves today in high beta sectors. Space names down 5-10% and solar names are down 4-9%. If you haven't already start a watch list of the sector your stock is in. It will save you a lot of unneeded mental stress and brain damage. For AST holders lamenting the share price it's only down 1% and clearly outperforming the sector. Take a step back and look at the bigger picture at what was just accomplished. Sack up 🤷♂ I'm adding to $ASTS $TE and $BAER today. https://twitter.com/i/web/status/2021611860689056135 https://twitter.com/i/web/status/2021611860689056135" [X Link](https://x.com/spacanpanman/status/2021611860689056135) 2026-02-11T15:46Z 43.8K followers, 12.9K engagements "1) there is a true up event 2) Citi already evaluated the IP structure which was part of the execution of the 45x credit sale to begin with 3) The CAO was replaced with someone more capable. For [--] - what are you implying Are executives locked in for life-time employment regardless of performance" [X Link](https://x.com/spacanpanman/status/2021625154997289184) 2026-02-11T16:39Z 43.7K followers, [---] engagements "As T1 grows in market cap it will certainly be a candidate for various indices which can 1) generate buying pressure when a formal inclusion takes place and 2) improve liquidity as the stock trades w/ index flows. I haven't looked at TAN or other ETFs. The big driver is getting into the Russell and then of course eventually S&P https://twitter.com/i/web/status/2021661278616404124 https://twitter.com/i/web/status/2021661278616404124" [X Link](https://x.com/spacanpanman/status/2021661278616404124) 2026-02-11T19:03Z 43.7K followers, [---] engagements "@hellolynna21876 You used to work at AT&T very cool" [X Link](https://x.com/spacanpanman/status/2021661605252280392) 2026-02-11T19:04Z 43.7K followers, [----] engagements "@accounting_ds Nothing impacts sentiment more than stock price. Some people really have no idea what they own 🤷♂" [X Link](https://x.com/spacanpanman/status/2021664261567836261) 2026-02-11T19:14Z 43.8K followers, [----] engagements "@FuriousBanana Only own what you research and know. If you're new to TE - do some research. Look at their recent presentations earnings call and news releases. Don't follow anyone blindly into any investments" [X Link](https://x.com/spacanpanman/status/2021673188401590639) 2026-02-11T19:50Z 43.8K followers, [---] engagements "@BanyanLaneCap @thekookreport @endless_frank @kingtutcap @Uzocapital @deepvaluedude I would take anything Dimmy posts with a massive grain of salt. He will try to turn anything said or unsaid to fit the narrative floating around in his empty head. I'll take a look" [X Link](https://x.com/spacanpanman/status/2021673527644999955) 2026-02-11T19:51Z 43.7K followers, [----] engagements "@CaptainScuzzy It's AT&T and Verizon. T-Satellite is a separate network so you can use an e-SIM to be a "roaming" subscriber" [X Link](https://x.com/spacanpanman/status/2021677659902591454) 2026-02-11T20:08Z 43.8K followers, [---] engagements "@1Powerslave The new modem will have NTN connectivity which will use AST and Starlink. However there's only one provider using cellular spectrum 600-900MHz that can provide true seamless broadband connectivity. That's AST" [X Link](https://x.com/spacanpanman/status/2021682531293082028) 2026-02-11T20:27Z 43.7K followers, [---] engagements "@accounting_ds great reference - nothing changes sentiment more than stock price 🤷♂" [X Link](https://x.com/spacanpanman/status/2021784607008473511) 2026-02-12T03:13Z 43.8K followers, [----] engagements "@accounting_ds tale as old as time" [X Link](https://x.com/spacanpanman/status/2021788787420905667) 2026-02-12T03:29Z 43.8K followers, [---] engagements "@app_hyd It does work with unmodified phones. However there handset manufacturers want to test and certify the service for future models to ensure its optimized. For example none of these mfgs are testing older phones" [X Link](https://x.com/spacanpanman/status/2021918078720684399) 2026-02-12T12:03Z 43.8K followers, [---] engagements "@dan_tmt Would seem very complicated in that $IRDM only owns a sliver of L-band and requires TDD to use both uplink and downlink on the same spectrum" [X Link](https://x.com/spacanpanman/status/2022037911328501870) 2026-02-12T19:59Z 43.8K followers, [---] engagements "@WeAre_MJ @TMobile @ATT Big and true" [X Link](https://x.com/spacanpanman/status/2022098607076528290) 2026-02-13T00:00Z 43.8K followers, [---] engagements "@jpass26 @truflation why not both lol" [X Link](https://x.com/spacanpanman/status/2022304269198602346) 2026-02-13T13:38Z 43.8K followers, [---] engagements "@jpass26 @truflation inflation going down would make way for interest rate cuts which would be bullish for stocks" [X Link](https://x.com/spacanpanman/status/2022309707839386087) 2026-02-13T13:59Z 43.8K followers, [---] engagements "@Daljit16677387 that's amazing news. so fusion commercial reactors are coming online next year" [X Link](https://x.com/spacanpanman/status/2022310985239851058) 2026-02-13T14:04Z 43.8K followers, [----] engagements "@beach_trades @SJCapitalInvest I'll take any and all years at this rate lol" [X Link](https://x.com/spacanpanman/status/2022321866350714984) 2026-02-13T14:48Z 43.8K followers, [---] engagements "$PGY: Affirm posted solid results. Perhaps $UPST problems are indeed their own and not indicative of the industry. $AFRM Commentary: Affirm Holdings shares are up around 10% premarket after the buy-now-pay-later financing company raised its forecast for [----] gross merchandise volume. The updated guidance beat the average analyst estimate. ANALYST COMMENTARY Bloomberg Intelligence analyst Diksha Gera said Affirms 1Q results suggest the company may be on a beat-and-raise trajectory for fiscal 2026Company raised guidance for full-year gross merchandise volume and while the new outlook may be" [X Link](https://x.com/spacanpanman/status/1986810416366858531) 2025-11-07T14:58Z 43.8K followers, 15.2K engagements "$FLY $KRMN $KTOS $LUNR $RDW: Keybanc initiates coverage of space sector names FireFly Karman Kratos Intuitive Machines and Redwire. KeyBanc analyst Michael Leshock initiated coverage of FireFly Aerospace with a Sector Weight rating and no price target. The firm is "encouraged" by the company's early successes within its spacecraft business but says achieving a profitable scale will take time. FireFly has yet to achieve a consistent track record in launch but is making progress on its medium-lift vehicle Eclipse the analyst tells investors in a research note. KeyBanc takes a "conservative" [X Link](https://x.com/spacanpanman/status/2001796564805669070) 2025-12-18T23:27Z 43.8K followers, [----] engagements "$ASTS: AST SPACEMOBILE UPSIDE CATALYST MONITOR - a review of what has been and what is to come Upcoming Catalysts: ☑BB6 Unfolding Phased Array ☑BB7 Launch on Blue Origin New Glenn-3 ☑BB8 - BB10 Delivery to Florida and Launch on Falcon [--] ☑BB11 - BB13 Delivery to Florida and Launch on Falcon [--] ☑FCC approval for full US SCS commercial service ☑Block-2 Launches in Batches of 3x 4x or 8x satellites every 1-2 months ☑Execution of more definitive commercial agmts w/ prepaid revenue and/or investment w/ Bell Canada Telefonica Etisalat and more than [--] global MNOs ☑FirstNet Investment and Definitive" [X Link](https://x.com/spacanpanman/status/2013101739524702459) 2026-01-19T04:10Z 43.8K followers, 30.1K engagements "$ASTS: AST SpaceMobile Research Coverage Update Recent Price Target Changes: Deutsche Bank Raised to $137 from $81 Clear Street Raised to $137 from $87 Bank of America Raised to $100 from $85 B Riley Raised to $105 from $95" [X Link](https://x.com/spacanpanman/status/2013819381084541193) 2026-01-21T03:42Z 43.8K followers, 25.5K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@spacanpanman Anp🅰️nman
AST SpaceMobile ($ASTS) has made significant strides lately, including a 10-year commercial agreement with Saudi Telecom to provide space-based cellular broadband connectivity. The company also announced partnerships with other major telecom companies, such as AT&T, Bell Canada, and América Móvil, to deliver direct-to-device satellite services. These developments have generated substantial interest and attention in the industry.
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Social Influence
Social category influence finance 30.26% stocks #5206 technology brands 10.33% cryptocurrencies #5879 countries 4.43% celebrities 2.95% financial services #395 automotive brands 2.21% products 1.85% luxury brands 0.37%
Social topic influence $asts #7, $te #3, $baer #1, solar #428, spacex #910, in the 5.54%, ai #4582, space #1836, target #2178, $pgy #48
Top accounts mentioned or mentioned by @att @tmobile @hellolynna21876 @redrum_2001 @sjcapitalinvest @kuehck1 @jpass26 @truflation @grok @garyteplis @accountingds @tdogg2213 @banyanlanecap @deepvaluedude @invest_for_him @defiantclient2 @accounting_ds @ivanhri91235556 @thekelghor @astspacemobile
Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Space Token (SPACE) Rocket Lab USA, Inc. Common Stock (RKLB) Planet Labs PBC (PL) Intuitive Machines, Inc. (LUNR) Fluidity (FLY) Morgan Stanley (MS) ASP Isotopes Inc. (ASPI) Karman Holdings Inc (KRMN) Tesla, Inc. (TSLA) Voyager Technologies, Inc. (VOYG) Redwire Corporation (RDW) Apple, Inc. (AAPL) Goldman Sachs (GS) USA Rare Earth, Inc. Class A Common Stock (USAR) Iridium Communications Inc. (IRDM) IonQ, Inc. (IONQ) Alphabet Inc Class A (GOOGL) Bank of America (BAC) American Tower Corp (AMT) Kratos Defense & Security Solutions, Inc. (KTOS) SATS (Ordinals) (SATS)
Top Social Posts
Top posts by engagements in the last [--] hours
"$ASTS: 🚨 AST SPACEMOBILE ADDED TO MSCI WORLD INDEX According to ChatGPT and Gemini index funds will need to buy between an estimated [--] to [--] million ASTS shares by February 27th to reflect its inclusion A more accurate assessment will be published by index desks of investment banks over the next [--] weeks. https://twitter.com/i/web/status/2021603575256768692 https://twitter.com/i/web/status/2021603575256768692"
X Link 2026-02-11T15:13Z 43.8K followers, 30.5K engagements
"$ASTS: Well I guess there are some institutional panicans 🤷♂ ASTS: AST SpaceMobile fears 'misplaced' says BofA After Blue Origin announced plans for a new satellite communications network TeraWave that will leverage low and medium Earth orbit satellites to deliver symmetrical data speeds up to [--] Tbps BofA said TeraWave "adds to the long list of planned satellite constellations" but is not a direct competitive threat to AST SpaceMobile which targets the direct-to-device D2D market largely through mobile network operator partnerships. The firm which contends that fears for AST SpaceMobile on"
X Link 2026-01-21T20:24Z 43.8K followers, 48.7K engagements
"$ASTS $AAPL: 🚨 ACCORDING TO RECENT FCC FILINGS APPLE IS TESTING IPHONE [--] SATELLITE BROADBAND CONNECTIVITY WITH AST SPACEMOBILE BLUEBIRD SATELLITES ✅ AST SpaceMobile is the sole direct-to-device operator utilizing 600-800MHZ cellular spectrum that is outlined in the FCC filing 🧩 The puzzle pieces are clicking into place. 🚨 iPhone [--] series testing with the FCC for $ASTS SCS/MSS compliance 🚨 Under SCS regulations existing devices can connect to NTN via waiver. New devices needs to test for compliance. A swedish Cat went looking in the archives. 🧇 🐈 CatSE: My iphone is tested for AST 1/"
X Link 2026-02-05T00:23Z 43.8K followers, 77.3K engagements
"$TE: ☀ Watch this great interview with T1 Energy CEO @_danielbarcelo as he discussed how the company will help power American energy dominance"
X Link 2026-02-06T14:35Z 43.8K followers, 19.8K engagements
"Today I monetized my $VOD call position for 3-4x return and started allocating to $ASTS $TE $BAER $KRKNF. I may re-enter $VOD at a later date"
X Link 2026-02-12T17:21Z 43.8K followers, 11.3K engagements
"$ASTS: I'm not phased by the price action today. I've been adding throughout the day and take comfort that BB6 unfolded successfully BB7 is on deck for launch and BB8-10 are about to ship. On top of that FCC approval for US market access Department of War awards MNO definitive agreements and many other catalyst can hit anytime. Ill update my catalyst monitor tonight. https://twitter.com/i/web/status/2022046135469453344 https://twitter.com/i/web/status/2022046135469453344"
X Link 2026-02-12T20:32Z 43.8K followers, 17.4K engagements
"Godspeed 🚀 Liftoff of Crew-12 https://t.co/jQ804lyjkm Liftoff of Crew-12 https://t.co/jQ804lyjkm"
X Link 2026-02-13T12:03Z 43.8K followers, [----] engagements
"@SJCapitalInvest Need that Mac 12"
X Link 2026-02-13T12:15Z 43.8K followers, [----] engagements
"$TE: Yesterday I added 13.5k shares and 23k warrants. I'm averaging up to get to a target position size of $3M. Jane Street also entered the fray with +3.7M shares as of 12/31/25"
X Link 2026-02-13T13:55Z 43.8K followers, 15.9K engagements
"$TE: ☀ This is the way Saudi Arabia was once the #1 oil producer. Now it's the U.S. Russia was once the #1 gas producer. Now it's the U.S. China is the #1 solar producer today. Why not https://t.co/bHZyq7jV81 Saudi Arabia was once the #1 oil producer. Now it's the U.S. Russia was once the #1 gas producer. Now it's the U.S. China is the #1 solar producer today. Why not https://t.co/bHZyq7jV81"
X Link 2026-02-12T14:02Z 43.8K followers, [----] engagements
"$IRDM: Before people get all lathered up on the Iridium's spectrum value do yourself a favor and learn these acronyms: TDD FDMA and TDMA Structurally it's very limiting and would complicate anyone's potential use of it. Maybe I'll do a space to discuss it in more detail. 🤷♂"
X Link 2026-02-12T21:24Z 43.8K followers, 15.2K engagements
"Ha this captures it perfectly Bears [--] months ago: AI is a scam and a bubble Bears now: AI is going to eat the world and everything needs to be repriced for this eventuality Bears [--] months ago: AI is a scam and a bubble Bears now: AI is going to eat the world and everything needs to be repriced for this eventuality"
X Link 2026-02-13T15:03Z 43.8K followers, [----] engagements
"$IONQ $QBTS $RGTI $CCCX: White House developing quantum technology executive order Nextgov/FCW says The White House is drafting an executive order aimed at advancing quantum information science and technology with the goal of coordinating efforts across the federal government to strengthen the U.S. quantum ecosystem Alexandra Kelley of Nextgov/FCW reported citing a draft document obtained by Nextgov/FCW. The order would reportedly direct the Office of Science and Technology Policy to articulate a national vision for maintaining U.S. leadership in quantum technologies. The framework outlines"
X Link 2026-02-04T20:32Z 43.8K followers, 12.5K engagements
"@OperationATM depends who they are old convert holders who are arbs will take the stock and collapse it against their short position = no impact old convert holders who are fundamental long only holders they would likely sell their shares"
X Link 2026-02-13T16:13Z 43.8K followers, [---] engagements
"$ASTS: Abel at AST SpaceMobile HQ this week announcing $1.8 Billion Saudi Telecom definitive commercial agreement Happy Halloween SpcaM🎃b"
X Link 2025-10-31T20:31Z 43.8K followers, 31.1K engagements
"We experienced a massive de-leveraging event that was kicked off by crypto liquidations. Leveraged ETFs and 0DTEs exacerbated the moves lower which caused cascading margin calls. Yesterday is a very important reminder = DO NOT USE MARGIN WHEN HOLDING HIGH BETA STOCKS"
X Link 2026-02-06T18:54Z 43.8K followers, [----] engagements
"$TE: ☀ Google is ramping up its solar exposure TotalEnergies to Provide [--] GW of Solar Capacity to Power Googles Data Centers in Texas for [--] Years https://www.businesswire.com/news/home/20260209124827/en/United-States-TotalEnergies-to-Provide-1-GW-of-Solar-Capacity-to-Power-Googles-Data-Centers-in-Texas-for-15-Years https://www.businesswire.com/news/home/20260209124827/en/United-States-TotalEnergies-to-Provide-1-GW-of-Solar-Capacity-to-Power-Googles-Data-Centers-in-Texas-for-15-Years"
X Link 2026-02-09T14:06Z 43.8K followers, 17.1K engagements
"$TE: Here's a helpful summary of Jeffrey Spittal's (EVP of IR and Corp Development) recent discussion at the Needham Growth Conference"
X Link 2026-02-11T18:13Z 43.8K followers, 11.1K engagements
"$ASTS: T-Mobile and Starlink are trying to charge AT&T and Verizon customers $30 / month for satellite texting and intermittent narrowband data services. 😃 If people like Starlink narrowband data services they're going to love AST SpaceMobile seamless broadband connectivity"
X Link 2026-02-11T19:58Z 43.8K followers, 25.6K engagements
"$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 👉 JP Morgan 👉 Morgan Stanley Cantor Fitzgerald William Blair Co-Managers B Riley Roth Capital Clear Street You know who is missing from here Scotia Bank 😂 https://twitter.com/i/web/status/2022057324559397254"
X Link 2026-02-12T21:16Z 43.8K followers, 32.6K engagements
"@Steved24661 @TMobile @ATT"
X Link 2026-02-12T23:40Z 43.8K followers, [---] engagements
"2) $GENI catalysts coming up: (i) deals with sportsbooks for NFL data (ii) NFL preseason starts Sep (iii) research initiation by CS UBS and B Riley (iv) Q2 earnings on Sep 8th. Silver lining of this growth sell down is that I was able to add to sports betting leader"
X Link 2021-07-21T13:45Z 43.8K followers, [--] engagements
"$ASTS: Whos buying shares at $100 to celebrate I am"
X Link 2025-10-15T09:57Z 43.8K followers, 14.7K engagements
"$ASPI: LUCID CAPITAL INITIATES RESEARCH COVERAGE OF ASP ISOTOPES WITH $15 PRICE TARGET AND BUY RATING The company is "entering a phase of rapid growth" as it transitions to commercial production of isotopes with the potential to transform a wide range of high-tech industries the analyst tells investors in a research note. The firm sees ASP as well positioned to help reduce the West's dependence on Russian isotope supplies critical to medicine and nuclear power. https://twitter.com/i/web/status/1982785672084693170 https://twitter.com/i/web/status/1982785672084693170"
X Link 2025-10-27T12:25Z 43.5K followers, 23.4K engagements
"$ASTS 🚨 SAUDI TELECOM ANNOUNCES SIGNING OF [--] YEAR STRATEGIC PARTNERSHIP AGREEMENT TO PROVIDE SPACED-BASED TELECOM SERVICES WITH AST SPACEMOBILE The agreement includes a commercial partnership to provide satellite communications services across the Kingdom of Saudi Arabia and several countries in the Middle East and Africa (Libya Syria Lebanon Djibouti Tunisia Sudan) relying on AST SpaceMobile technology for direct connectivity to unmodified smart devices DETAILS FILED ON SAUDI EXCHANGE: https://twitter.com/i/web/status/1983516393434689845 https://twitter.com/i/web/status/1983516393434689845"
X Link 2025-10-29T12:48Z 43.8K followers, 215.9K engagements
"$ASTS: 🚨 SAUDI TELECOM GROUP AND AST SPACEMOBLE ANNOUNCE 10-YEAR COMMERCIAL AGREEMENT AND LONG-TERM REVENUE COMMITMENT FOR SPACE-BASED CELLULAR BROADBAND CONNECTIVITY Collaboration for rollout in Saudi Arabia and select markets in the Middle East and Africa As part of this agreement stc has committed to a prepayment of $175 million for future services and made a significant long-term commercial revenue commitment. MIDLAND Texas & RIYADH Saudi Arabia -- October [--] [----] AST SpaceMobile Inc. (AST SpaceMobile) (NASDAQ: ASTS) the company building the first and only space-based cellular broadband"
X Link 2025-10-29T13:03Z 43.5K followers, 27.2K engagements
"$ASTS: Saudi Telecom has 29M mobile subscribers. It covers an additional [--] markets that include Egype Morocco Algeria Iraq Yemen Syria Tunisia Libya Jordan Oman Kuwait Lebanon Bahrain Sudan and Djibouti which represent a potential TAM of [---] MILLION SUBSCRIBERS"
X Link 2025-10-29T13:41Z 43.5K followers, 21.4K engagements
"$ASPI: Trump Sons Back ASPIs Uranium Unit QLE in Convertible Note Sale 2025-11-07 18:40:09 GMT By Pablo Mayo Cerqueiro Swetha Gopinath and Annie Massa (Bloomberg) -- ASP Isotopes Inc.s uranium-enriching arm is offering convertible notes in a deal that has drawn the backing of investors including Eric Trump and Donald Trump Jr. Quantum Leap Energy LLC wholly owned by ASP Isotopes is offering the notes in a private placement and has raised about $64.3 million in an agreement with certain investors according to the Friday statement. Its now canvassing additional investors with a view to raising"
X Link 2025-11-07T18:55Z 43.5K followers, 32.9K engagements
"$ASPI: Convert investors got heads up the Trumps are investing in ASP Isotopes which was cause for early market strength. Bloomberg story hit the tape at 1:40pm and now we're seeing delayed strength. The QLE spin will be valued at $400M vs. $ASPI EV of $960M. RemainCo will be focused on medical isotopes and Silicon-28. $ASPI: Trump Sons Back ASPIs Uranium Unit QLE in Convertible Note Sale 2025-11-07 18:40:09 GMT By Pablo Mayo Cerqueiro Swetha Gopinath and Annie Massa (Bloomberg) -- ASP Isotopes Inc.s uranium-enriching arm is offering convertible notes in a deal that has drawn the backing"
X Link 2025-11-07T19:11Z 43.5K followers, 18.4K engagements
"1/ $ASTS: Summary of key nuggets from Q3 update below. First a few things that really stood out to me: 1) Over $1 billion in aggregate contracted revenue commitments from commercial partners 2) 9th contract award from US government 3) Saudi Telecom $175M prepayment to be made by [----] YE 4) New control bus manufacturing is the key critical path item now. BB7 is delayed by [--] months BB8-10 delayed by [--] month and then eventually the entire deployment plan gets back to original plan by Feb/Mar timeframe 5) Still targeting [--] sats / month by [----] YE 6) AST has been developing an AI engine that will"
X Link 2025-11-11T04:51Z 43.5K followers, 47.4K engagements
"$ASTS: Government owned Saudi Telecom selected AST SpaceMobile for a 10-Year commercial agreement w/ $175M of prepaid revenue and minimum revenue commitments valued over $1.8B 🧩The US and KSA executed a wide ranging defense pact - the puzzle pieces are clicking into place"
X Link 2025-11-19T15:12Z 43.7K followers, 29.3K engagements
"$TE: Last December T1 Energy acquired Trina's US solar mfg assets in a sweetheart deal as a result of US regulatory pressure. This transaction reminds me of when Constellation Brands got a sweetheart deal to buy Grupo Modelo's US beer assets from AB InBev in [----]. AB InBev had to divest US Corona and Modelo to Constellation in order to secure Department of Justice merger approval. Investors that bought Constellation in the $20-30s absolutely crushed it as the stock went on to hit $200-$250 in the following years. $FREY: Took a quick look at Freyr's pivot from battery developer to solar module"
X Link 2025-12-02T16:07Z 43.8K followers, 15.8K engagements
"$ASPI: Cantor Fitzgerald initiates research coverage of ASP Isotopes with an Overweight and $13 Price Target Cantor Fitzgerald analyst Derek Soderberg initiated coverage of ASP Isotopes (ASPI) with an Overweight rating and $13 price target. ASP Isotopes has developed advanced isotope-enrichment technology that produces high-value nuclear fuel medical isotopes and silicon-28 and currently stands as the sole commercial-scale provider of certain isotopes the analyst tells investors in a research note. The pending acquisition of Renergen (RGNNF) could give ASPI control of the world's largest"
X Link 2025-12-04T14:43Z 43.5K followers, 18.9K engagements
"$ASTS: American Tower sold 2.29M Class A shares today which was why the stock was slightly down. AMT still own 211K Class A and 2.17M Class B shares For a company that never does VC investments AMT turned $31M into $341M and decided to take some chips off the table 1000% return not bad👏 https://twitter.com/i/web/status/1998629868825698614 https://twitter.com/i/web/status/1998629868825698614"
X Link 2025-12-10T05:44Z 43.8K followers, 28.4K engagements
"$ASTS: Part of the reason for American Tower selling some shares-they probably need the cash. Revenue EBITDA FCF have been under pressure from customer consolidation Echostar giving up the mobile business and direct-to-cell impacting future growth. American Tower has $1.9B of cash and $51B of debt. $ASTS: American Tower sold 2.29M Class A shares today which was why the stock was slightly down. AMT still own 211K Class A and 2.17M Class B shares For a company that never does VC investments AMT turned $31M into $341M and decided to take some chips off the table 1000% $ASTS: American Tower sold"
X Link 2025-12-10T06:27Z 43.8K followers, 26.8K engagements
"$PL: MORGAN STANLEY RAISES PLANET LABS PRICE TARGET TO $20 FROM $4 Here's an example of how the entire space sector will get rerated higher as research analysts and investors evaluate the AI data center opportunity. [----] is going to be HUGE"
X Link 2025-12-12T13:54Z 43.5K followers, 35.1K engagements
"$ECON $MARKET Goldman Sachs - Year End Rally This year has really made investors work for it. Barring any major shocks it will be hard to fight the overwhelmingly positive seasonal period we are entering and the cleaner positioning set-up. To speak to how positive this two-week period has historically been while the S&P mean return from Dec [--] to 31st has been 1.98% the return from today to Dec 31st is 1.77%. While we dont necessarily see a dramatic rally we do think there is room to go up from here into year end. https://twitter.com/i/web/status/2001741168325923127"
X Link 2025-12-18T19:47Z 43.6K followers, [----] engagements
"$ASTS: SANTA RALLY CONFIRMED ✅Trump Space Superiority Executive Order 12/18 ✅Golden Dome signed into law 12/18 ✅BB6 ISRO Launch 12/23 ✅Saudi Telecom $175M Prepayment 12/31 ✅BB7 SpaceX / BlueOrigin Launch January ✅FCC Approval for US SCS Access January ✅BB8-BB10 + BB11-BB13 Launch February https://twitter.com/i/web/status/2002028928878174599 https://twitter.com/i/web/status/2002028928878174599"
X Link 2025-12-19T14:51Z 43.5K followers, 26.6K engagements
"$ASTS: Junior douchebag hedge short seller @Pivotal_Capital has achieved S-Class status. I don't think I've witnessed pure alpha generation quite like him He tried to create FUD at 9:27AM on the morning of 12/18 which was the buy signal once again for a 22% 2-day gain 🤯 $ASTS: Short Seller @Pivotal_Capital trolls at 8:15AM and the stock rallies 13%. I think we've found Jim Cramer's replacement. If I was his boss I would double his compensation just to get his investment recommendations that I would then take the opposite side of. https://t.co/7lxQNj1J9d $ASTS: Short Seller @Pivotal_Capital"
X Link 2025-12-21T13:44Z 43.6K followers, 21.2K engagements
"$ASTS: 🍾To commemorate the launch of SpaceMobile commercial service in [----] I sent [--] bottles of Veuve Clicquot to Abel Scott and the extraordinary employees in Midland TX. On behalf of SpaceMob and other investors we thank you for your tremendous vision dedication and hard work. 🥂Cheers to a transformative [----] where AST SpaceMobile will bring cellular broadband connectivity to every person on the planet 🚀GO ISRO LVM3 AND GO AST BLUEBIRD-6🚀 @AST_SpaceMobile @AbelAvellan @scottwisniews https://twitter.com/i/web/status/2003533402180358444 https://twitter.com/i/web/status/2003533402180358444"
X Link 2025-12-23T18:29Z 43.5K followers, 43.3K engagements
"$BAER $SRTA $TE $KRKNF $PGY: Researching and investing in small caps that eventually become large caps is fun"
X Link 2026-01-07T20:55Z 43.5K followers, 22.5K engagements
"$VOD $VOD.L: Did you know that Vodafone has been buying 10M shares a day through Merrill Lynch as part of its buyback program On 1/6 Vodafone account for 18% of the day's volume"
X Link 2026-01-08T12:04Z 43.8K followers, [----] engagements
"$SATL: Congrats to RMA for this call that he shared on the Space Stocks Weekly. Happy for you my man. Added to $SATL 🛰🛰🛰 Added $ITA 💪🫡 Will add more $QS on further pull back. 🔋 $ASTS rebounding nicely. Shorts have opportunity to cover and join the run up. This is a marathon not a race. Do your DD and get in the game. Sideline quarterbacks should get off the bench and https://t.co/fYKdU0P42B Added to $SATL 🛰🛰🛰 Added $ITA 💪🫡 Will add more $QS on further pull back. 🔋 $ASTS rebounding nicely. Shorts have opportunity to cover and join the run up. This is a marathon not a race. Do your"
X Link 2026-01-08T14:42Z 43.6K followers, [----] engagements
"$KTOS $AVAV $AIRO $ONDS drone names all rallying on huge increase in US defense spending Wait until they learn about $KRKNF 🦑"
X Link 2026-01-08T14:45Z 43.8K followers, 17.7K engagements
"$ASTS: AST SPACEMOBILE UPSIDE CATALYST MONITOR 🚀 A review of what has been and what is to come 🚀 Upcoming Catalysts: ☑BB6 Unfolding Phased Array ☑BB7 Launch on Blue Origin New Glenn or SpaceX Falcon [--] ☑BB8 - BB10 Delivery to Florida and Launch on Falcon [--] ☑BB11 - BB13 Delivery to Florida and Launch on Falcon [--] ☑Block-2 Launches in Batches of 3x 4x or 8x satellites every 1-2 months ☑FCC approval for full US SCS commercial service ☑Execution of more definitive commercial agmts w/ prepaid revenue and/or investment w/ Bell Canada Telefonica Etisalat and more than [--] global MNOs ☑FirstNet"
X Link 2026-01-12T17:18Z 43.5K followers, 43.4K engagements
"$ABVX: Public Service Announcement for retail investors. If you are not an event driven/merger arb investor by background For Sale Situations especially in biotech can be VERY VERY RISKY. While the upside can be great where multiple strategic bidders are participating in an auction a failed auction can result in tremendous downside. When a sale process fails investors will wonder if something was uncovered in due diligence that caused buyers to walk which is NOT a good dynamic. Against that backdrop biotech has the added risk of the underlying asset having some type of adverse event related"
X Link 2026-01-14T03:44Z 43.5K followers, 27.4K engagements
"$ASTS: AST SpaceMobile FM-2/BlueBird7 will be launched by Blue Origin New Glenn-3 🚀 Eric Berger Space Journalist for Ars Technica confirms what SpaceMob has known for months. SpaceMob research is NEXT LEVEL"
X Link 2026-01-15T11:31Z 43.5K followers, 37.6K engagements
"$BAER $BAERW: Warrant valuation update. Assuming a 120% implied volatility and $3.04 underling stock price fair value for Bridger warrants should be $0.68 Is 120% implied volatility too high I'd say it's a fair assumption given how highly leveraged the equity is"
X Link 2026-01-15T19:18Z 43.8K followers, [----] engagements
"$ASTS: 🚨 GOLDEN DOME UNLOCKED - AST SPACEMOBILE SELECTED AS PART OF MISSILE DEFENSE AGENCY'S THIRD TRANCHE "SCALABLE HOMELAND INNOVATIVE ENTERPRISE LAYER DEFENSE (SHIELD)" Following the initial tranche of [----] awards announced December [--] [----] and the second tranche of [----] awards announced December [--] [----] the Missile Defense Agency (MDA) has made an additional [---] awards under the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) Multiple Award Indefinite-Delivery Indefinite-Quantity (IDIQ) Contract. A list of awardees is attached along with their respective contract number."
X Link 2026-01-15T23:11Z 43.7K followers, 260.3K engagements
"$BAER: Unf its looking like a bad year for wildfires Not a lick of snow in the valleys with wildfire warnings covering part of the state. The West will need to get ready for a big fire year. https://t.co/MJvDhLOnTF Not a lick of snow in the valleys with wildfire warnings covering part of the state. The West will need to get ready for a big fire year. https://t.co/MJvDhLOnTF"
X Link 2026-01-18T21:34Z 43.7K followers, 12.7K engagements
"$TE: We're going to see many new institutions w/ positions in T1 Energy as they update their Q4 holdings in the coming weeks ✅PGIM Jennison Natural Resources bought a new [------] share position ✅SG Americas acquired [------] shares bringing its total to [------] shares"
X Link 2026-01-20T20:36Z 43.8K followers, 21.8K engagements
"$TSAT: Telesat pulling out the old Charlie Ergen playbook to hose creditors is a great reminder for investors in $SATS. Just know that you're in bed with Ergen (ask $DISH holders about their experience) and across the table from a mercurial Musk who is keeping you solvent. Ergen + Musk makes for a very volatile cocktail that you have to endure through late [----] when the SpaceX / Echostar spectrum transactions are expected to close. G&M: Bondholders of satellite operator Telesat file lawsuit ahead of debt deadlines By Alexandra Posadzki (Dow Jones) -- Lenders to Ottawa-based Telesat Corp."
X Link 2026-01-21T18:25Z 43.6K followers, [----] engagements
"$USAR: On 1/22/26 real-time short short interest spiked to 36.2M shares or 30% of the float. Monday is gonna be judgment day for these poor souls. US TO INVEST $1.6BN INTO USA RARE EARTH IN BID TO SHARE UP KEY MATERIALS - FT"
X Link 2026-01-25T04:20Z 43.8K followers, 67.3K engagements
"$SKYT: Quantum-Computing Company IonQ to Buy Chip Maker SkyWater for $1.8 Billion -- WSJ (Wall Street Journal) -- Quantum-computing company IonQ struck a deal to buy chip maker SkyWater Technology for $35 a share or roughly $1.8 billion executives told The Wall Street Journal. IonQ Chairman and Chief Executive Officer Niccolo de Masi said the deal builds on enthusiasm from the Trump administration for semiconductor manufacturing and quantum-computing technology in the U.S. "The tailwinds here are considerable" he said. The details SkyWater shareholders are set to receive $15 in cash and $20"
X Link 2026-01-26T10:47Z 43.6K followers, 19.8K engagements
"$KRKNF $PNG.V: 🦑🌊 Krakens SeaPower subsea batteries are built for subsea missions. By replacing traditional metal pressure housings with our proprietary polymer technology SeaPower delivers a safer more reliable and more energy-dense power solution. Learn more: https://t.co/F0d0SLnr0u https://t.co/BibU4Um2hZ Krakens SeaPower subsea batteries are built for subsea missions. By replacing traditional metal pressure housings with our proprietary polymer technology SeaPower delivers a safer more reliable and more energy-dense power solution. Learn more: https://t.co/F0d0SLnr0u"
X Link 2026-01-27T14:16Z 43.5K followers, [----] engagements
"$TE: ☀ This is what a stock rerating looks like when management executes and unlocks value over time If you like G2_Dallas youre going to love G2_Austin"
X Link 2026-01-27T15:21Z 43.5K followers, 33.5K engagements
"$TE: Live view of the hedge fund sheep that followed @CulperResearch into their smash and grab short call"
X Link 2026-01-27T17:00Z 43.5K followers, 22.1K engagements
"2/ $WARRANTS: SPAC Warrants [---] primer discussion. I'll be covering my trade in $SATX during the X space. https://x.com/spacanpanman/status/1956050988713812317s=20 1/ $SATX: Anatomy of a Winning Trade: SatixFy Warrants A $47k Trade that Returned $1.8M in Profit 🧵 https://t.co/DPFAkjsOR8 https://x.com/spacanpanman/status/1956050988713812317s=20 1/ $SATX: Anatomy of a Winning Trade: SatixFy Warrants A $47k Trade that Returned $1.8M in Profit 🧵 https://t.co/DPFAkjsOR8"
X Link 2026-01-27T18:46Z 43.8K followers, [----] engagements
"$TE: ☀Roth Capital Reiterates $15 Price Target and "2026 Top Picks" Buy Rating - 1/22/26 Misleading Short Report Provides Buying Opportunity On 1/21 a short report on TE was released accusing it of disclosure failures tariff evasion non-compliance with FEOC among others. The stock was down as much as 16% intraday but closed down 6% (TAN +1%). We see this weakness as a buying opportunity as we believe TE is currently FEOC-compliant fully transparent and a model for what the Trump Administration may want in a domestic manufacturer that is transferring advanced technology & capacity to the US."
X Link 2026-01-27T20:18Z 43.7K followers, 22.1K engagements
"$SPACE: [----] ➡ THE YEAR OF SPACE 🚨L-11 DAYS UNTIL ARTEMIS II🚨 The countdown continues For the first time in over [--] years we are just [--] days away from the opening of the first lunar crew mission launch window for Artemis II Where will you be watching the launch from 📅Launch NET: February [--] [----] https://t.co/6Aj8LAGrx6 🚨L-11 DAYS UNTIL ARTEMIS II🚨 The countdown continues For the first time in over [--] years we are just [--] days away from the opening of the first lunar crew mission launch window for Artemis II Where will you be watching the launch from 📅Launch NET: February [--] 2026"
X Link 2026-01-27T23:22Z 43.5K followers, 11.7K engagements
"@Yeah_Dave Caveat Emptor Consensus Revenue Estimates for [----] and [----] over time Perhaps they really did kitchen sink guidance this time"
X Link 2026-01-28T05:07Z 43.7K followers, [----] engagements
": $TE 🤝 $NXT $NXT just smashed earnings heres why its relationship with $TE is important $TE $75 million multi year steel frame agreement with $NXT solves its critical domestic content bottleneck enabling 60%+ domestic content qualification to unlock the 10% ITC bonus for hyperscale $NXT just smashed earnings heres why its relationship with $TE is important $TE $75 million multi year steel frame agreement with $NXT solves its critical domestic content bottleneck enabling 60%+ domestic content qualification to unlock the 10% ITC bonus for hyperscale"
X Link 2026-01-28T13:22Z 43.6K followers, 11.4K engagements
"$TE $NXT: ☀ "Im really glad to see panels being made in America. What T1 Energy is doing is just phenomenal. We do want a robust U.S. supply chain of solar because its so big its going to get bigger and bigger over time that we should make that here. Its good for the country good for energy and good for national security." - Chuck Boynton CFO Nextpower 11/12/25 https://twitter.com/i/web/status/2016508353774555446 https://twitter.com/i/web/status/2016508353774555446"
X Link 2026-01-28T13:47Z 43.8K followers, [----] engagements
"$TE: ☀ Great to see that the big move up yesterday was institutionally driven = Merrill Morgan Stanley Citi JP Morgan and Barclays had most of the advertised flow. Virtu and UBS who typically facilitate mostly retail trading were #4 and #7"
X Link 2026-01-28T14:27Z 43.5K followers, 22.6K engagements
"$LUNR: Intuitive Machines price target raised to $26 from $20 at KeyBanc KeyBanc analyst Michael Leshock raised the firm's price target on Intuitive Machines to $26 from $20 and keeps an Overweight rating on the shares. Post the swath of recent events and headlines directly impacting the space and defense technology industries the firm is updating view on the sector. KeyBanc sees an ideal macro environment persisting through [----] driving significant growth opportunities and potential re-ratings of space and defense tech equities. https://twitter.com/i/web/status/2016521737718890843"
X Link 2026-01-28T14:40Z 43.8K followers, [----] engagements
"$ASTS: I like what I see 🤝 AT&T 🚀 @ATT $T"
X Link 2026-01-28T14:47Z 43.5K followers, 24.2K engagements
"$KRKNF is the next $KRKNF There is only one 🦑"
X Link 2026-01-28T15:07Z 43.5K followers, [----] engagements
"$ASTS: 28-Year Raytheon Missile Defense Chief doesn't leave a comfortable and well established position for any job. At his age and stage of career you leave to pursue your passion. You join a company with a mission that excites you. You find something with meaning and significant upside. That is AST SpaceMobile. $ASTS 🧨 [--] year Raytheon missile defense chief now Director of System Integration Test & Ops: Federal Programs at AST. AST just became core national security infrastructure. You dont hire the guy who built Americas missile defense stack unless classified contracts are LIVE."
X Link 2026-01-28T15:22Z 43.5K followers, 20.6K engagements
"$ASTS : For the slow ones in the back THIS IS ALPHA. FCC approval is imminent 🚀 $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 https://t.co/kEmflqrD4p $VZ $T https://t.co/Fh5lKLLik7 $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 https://t.co/kEmflqrD4p $VZ $T"
X Link 2026-01-28T17:18Z 43.5K followers, 15.8K engagements
"$ASTS: Lookie lookie at who showed up on Bloomberg. It's our friend @AboveAvgOdds of @CrossroadsOnX giving a shoutout to SpaceMob"
X Link 2026-01-28T19:18Z 43.5K followers, 14K engagements
"$JOBY: A novel transaction structure Ive never seen before. Morgan Stanley will offer the shares that convert arbs need to short in a delta offering for institutional buyers. The company wont receive proceeds from this transaction. Back in the day sometimes companies would facilitate convert arbs hedging by buying back the shares arbs were shorting. These were called Happy Meal deals. It should help convert arbs buy converts + delta hedge without having to take market risk. It should also reduce typical pressure from convert arbs delta hedging. Outside of this they are going to offer some"
X Link 2026-01-28T22:31Z 43.5K followers, 46.4K engagements
"$JOBY: Price Talk"
X Link 2026-01-28T22:44Z 43.5K followers, 11.4K engagements
"$SPACE: Don't overthink it folks it's not that hard Select stock price performance since Trump signed Executive Order "Ensuring American Space Superiority" $ASTS: +96% $RKLB: +64% $PL: +69% $LUNR: +123% $KRMN: +78% $FLY: +56%"
X Link 2026-01-29T13:38Z 43.5K followers, 15.8K engagements
"$YSS: York Space Systems priced their IPO at $34 raising $629M at $4.3B valuation. They're valuing this business on a multiple of revenue however that revenue is LOW quality. [----] gross margin is 19% up from 9% in [----]. Maybe Golden Dome awards changes their financial profile 🤷♂ Hard pass for me. https://twitter.com/i/web/status/2016885805956919555 https://twitter.com/i/web/status/2016885805956919555"
X Link 2026-01-29T14:47Z 43.8K followers, 10.6K engagements
"$TE: T1 Energy off with rest of sector on Musk comments that Tesla plans to build vertically integrated solar PV module manufacturing over the next [--] years Tesla's planned production is focused on meeting specific Tesla and xAI needs. Imagine that 100GW only for two companies Perhaps we're not bullish enough on other market demand 🤷♂ We were due for a pullback. I'm looking to add. https://twitter.com/i/web/status/2016891920992104946 https://twitter.com/i/web/status/2016891920992104946"
X Link 2026-01-29T15:11Z 43.8K followers, 15.8K engagements
"Added to $TE $BAER and $SRTA today as well in small spec in $USAR"
X Link 2026-01-29T17:21Z 43.8K followers, 10K engagements
"$ASTS $RKLB: Well that would only leave a few public pureplay companies to invest in 👀 *SPACEX IN MERGER TALKS WITH XAI AHEAD OF PLANNED IPO *SHARES OF XAI WOULD BE EXCHANGED FOR SHARES IN SPACEX *TWO ENTITIES SET UP IN NEVADA TO FACILITATE TRANSACTION"
X Link 2026-01-29T18:51Z 43.6K followers, 49.1K engagements
"$SATS / Echostar: TD Cowen keeps a Buy rating and $158 price on EchoStar while noting that the "unsubstantiated media reports that SpaceX and xAI are in talks to merge" ahead of SpaceX anticipated IPO in June are "not what incremental investors signed up for". The firm warns regarding a "huge cash burn" at xAI a potential dilution deal uncertainties and subsequent profit taking related to the deal. https://twitter.com/i/web/status/2017225418336604262 https://twitter.com/i/web/status/2017225418336604262"
X Link 2026-01-30T13:16Z 43.5K followers, [----] engagements
"$ASTS: Douchebag HF Bros who lost their jobs shorting ASTS after hearing about it at a hedge fund idea dinner If only I had gone long a few hundred thousand shares in my PA at $2"
X Link 2026-01-30T13:34Z 43.6K followers, 14.3K engagements
"$BAER: If panicans sell shares today I'll be scooping. The US is NOT going to decertify its own firefighting capabilities. If Trump does go nuclear there will be carveouts for mission critical aircraft. Have a nice day"
X Link 2026-01-30T14:18Z 43.5K followers, 11.5K engagements
"Blue Origin and @JeffBezos are LOCKING IN *BLUE ORIGIN TO PAUSE NEW SHEPARD FLIGHTS FOR MINIMUM TWO YEARS TO FOCUS ON LUNAR WORK *JEFF BEZOS' BLUE ORIGIN ROCKET COMPANY COMMENTS IN STATEMENT (Bloomberg) -- Jeff Bezos Blue Origin will pause tourist flights to space for no less than two years in order to shift resources to accelerating the development of its moon lander and other lunar technologies the company announced. The decision reflects Blue Origins commitment to the nations goal of returning to the Moon and establishing a permanent sustained lunar presence Blue Origin said in a statement"
X Link 2026-01-30T20:39Z 43.5K followers, 43K engagements
"Today I added to $ASTS $BAER $TE $KRKNF and $SRTA"
X Link 2026-01-30T20:49Z 43.5K followers, 13.2K engagements
"$ASTS: Blue Origin locking in to accelerate cadence of New Glenn🚀 This is part of a plan to focus on accelerating the cadence of New Glenn and the company's lunar priorities. This is part of a plan to focus on accelerating the cadence of New Glenn and the company's lunar priorities"
X Link 2026-01-30T20:55Z 43.5K followers, 14.9K engagements
"In case you missed the space where I discuss SPAC warrants: 1/ $WARRANTS: SPAC Warrants - The Good The Bad and The Extraordinary A [---] Primer. I'll be using $SATX as case study which is in a thread below. 👇 Friday January 30th @ 10:30AM ET https://t.co/RLC8zoPig8 1/ $WARRANTS: SPAC Warrants - The Good The Bad and The Extraordinary A [---] Primer. I'll be using $SATX as case study which is in a thread below. 👇 Friday January 30th @ 10:30AM ET https://t.co/RLC8zoPig8"
X Link 2026-01-30T20:56Z 43.6K followers, 11.5K engagements
"$ASTS: AST SpaceMobile is uniquely positioned for AI data centers in space. AST builds 5-6 ton satellites that feature 100-120Kw solar power generation built in heat dissipation onboard processing (FPGAs ASICs) RF and optical communications backed by3800 patent & patent pending claims $TE: US solar module and cell manufacturer w/ 5GW capacity and growing. Demand for solar whether for terrestrial applications or hardened for space is going to undergo exponential growth $ASTI: Focused on thin film solar PVs that are hardened for space. Very speculative $SUUN: Seasoned solar project developer"
X Link 2026-01-31T13:16Z 43.8K followers, 47.8K engagements
"$ASTS: AI DATA CENTERS IN SPACE "The add-on opportunities are really impressive and you see that with all the data center conversations in the last week or so whether it's communication services noncommunication services to the U.S. government or the next generation of commercialization of space. We'll be in a great position to build that out being vertically integrated and having this fantastic ecosystem and then having an orbit architecture." - Scott Wisniewski President and Chief Strategy Officer UBS Conference 12/8/25 https://twitter.com/i/web/status/2017638988962476200"
X Link 2026-01-31T16:39Z 43.5K followers, 32.4K engagements
"$ASTS $TE $ASTI $SUUN: Initial thoughts on Space Data Center news from SpaceX fr fr https://x.com/i/spaces/1OyKAjWgPvbGb https://x.com/i/spaces/1OyKAjWgPvbGb"
X Link 2026-01-31T16:54Z 43.6K followers, 20K engagements
"@SpacBobby $ASTS - next generation radar sensing hardened PNT electronic warfare and battlefield control and comms platform"
X Link 2026-02-01T15:33Z 43.5K followers, [----] engagements
"$ASTS: GETTING THE WORLDS FIRST SPACE VIDEO CALL OFF THE GROUND - VODAFONE In late January [----] Vodafone made the worlds first space video call from an area of no coverage using a standard mobile phone and commercial satellites. To make this possible our team of engineers had to build a new satellite gateway in a matter of weeks. As the only satellite technology of its kind built to offer a full mobile broadband experience this was no easy feat. https://www.vodafone.com/news/newsroom/technology/satellite-engineer-story https://www.vodafone.com/news/newsroom/technology/satellite-engineer-story"
X Link 2026-02-02T13:52Z 43.7K followers, 18.1K engagements
"$ASTS: added some torques this AM. Thank you panicans 🙏"
X Link 2026-02-02T14:56Z 43.5K followers, 15.6K engagements
"$ASTS: Quick Thoughts https://x.com/i/spaces/1yNxabglqwnKj https://x.com/i/spaces/1yNxabglqwnKj"
X Link 2026-02-03T14:48Z 43.6K followers, 23.1K engagements
"$USAR: I closed my spec trading position out for a small profit. My initial $29 entry was only saved by adding at $21-ish"
X Link 2026-02-03T15:13Z 43.8K followers, [----] engagements
"$SPACE: SpaceX xAI merger is a WATERSHED moment for the space industry. The market has yet to fully comprehend the tectonic shift that just occurred for competitors who have no space strategy. Space capability expertise and production = these are now the most precious assets in the new arms race. There are a handful of haves and MANY have nots. It's mind blowing $ASTS $RKLB $VOYG $FLY $RDW $LUNR $KRMN $PL $BKSY $MDALF $YSS $GSAT $IRDM https://twitter.com/i/web/status/2018710898278379935 https://twitter.com/i/web/status/2018710898278379935"
X Link 2026-02-03T15:39Z 43.8K followers, 11.1K engagements
"$BAER: I'm slowly getting to my goal of a $3M position"
X Link 2026-02-03T15:54Z 43.8K followers, 25.2K engagements
"$ASTS: TYPE [--] KARDASHEV CIVILIZATION SpaceX K2 Space and others are racing to achieve 100kW of solar power per satellite Abel Avellan: "Hold my beer""
X Link 2026-02-03T18:53Z 43.8K followers, 11.9K engagements
"$TE: We have a LOT of catching up to do"
X Link 2026-02-03T19:25Z 43.8K followers, 12.3K engagements
"$ASTS: Ill be there $RKLB $ASTS $RDW $FLY $LUNR $VOYG $PL $BKSY et. al = $UFO Reminder for Space Stocks Weekly tonight @SpaceInvestor_D @FranciscoSpace5 @spacanpanman @NotDarkYet8 @BrettKrieger12 @VASTCNC https://t.co/XvEMKvfJM9 $RKLB $ASTS $RDW $FLY $LUNR $VOYG $PL $BKSY et. al = $UFO Reminder for Space Stocks Weekly tonight @SpaceInvestor_D @FranciscoSpace5 @spacanpanman @NotDarkYet8 @BrettKrieger12 @VASTCNC https://t.co/XvEMKvfJM9"
X Link 2026-02-03T23:38Z 43.7K followers, 11.3K engagements
"$TE: Chinese solar stocks rally on reports Elon Musks Space X Tesla staff visited suppliers Musks apparent interest in solar has been read as a signal that tech giants are moving upstream into power https://www.cnbc.com/2026/02/04/china-solar-panel-elon-musk-spacex-tesla-pv-makers-chinese-stocks-surge.html https://www.cnbc.com/2026/02/04/china-solar-panel-elon-musk-spacex-tesla-pv-makers-chinese-stocks-surge.html"
X Link 2026-02-04T12:49Z 43.5K followers, 16.9K engagements
"$PGY: Pagaya Launches [----] Capital Markets Activity with $800M Consumer Loan ABS Represents Pagayas 85th ABS transaction and largest securitization since November [----] Reinforces Pagayas position as a leading issuer in the U.S. personal loan ABS market https://investor.pagaya.com/news-releases/news-release-details/pagaya-launches-2026-capital-markets-activity-800m-consumer-loan https://investor.pagaya.com/news-releases/news-release-details/pagaya-launches-2026-capital-markets-activity-800m-consumer-loan"
X Link 2026-02-04T13:52Z 43.7K followers, [----] engagements
"$TE: ☀Great results from Enphase driving solar names higher $ENPH + 26.5% $SEDG +10.3% $CSIQ +4.2%"
X Link 2026-02-04T14:02Z 43.6K followers, [----] engagements
"$ASTS: 🚨 HOW DIRECT-TO-DEVICE AST SPACEMOBILE SATELLITES ARE CHANGING MILITARY COMMUNICATIONS - TOM HILLNER FAIRWINDS TECHNOLOGY "You can't boost your signal by just putting amplification on it. You need a larger antenna. Other companies are operating with a much smaller antenna and they just can't get the same performance simply because of physics." Tom Hillner discusses AST SpaceMobile and gives a shoutout to the SpceMob https://www.youtube.com/watchv=a0RGlTQDJn0 https://www.youtube.com/watchv=a0RGlTQDJn0"
X Link 2026-02-04T14:08Z 43.7K followers, 35.7K engagements
"$PGY: PGY: Pagaya initiated with a Buy at Freedom Capital w/ $30 Price Target Freedom Capital initiated coverage of Pagaya with a Buy rating and $30 price target. Pagaya is a leader in artificial intelligence-enabled credit underwriting with a "unique" two-sided ecosystem the analyst tells investors in a research note. https://twitter.com/i/web/status/2019053653898748257 https://twitter.com/i/web/status/2019053653898748257"
X Link 2026-02-04T14:21Z 43.7K followers, 10.2K engagements
"$BAER: Q4 update in mid March should be very bullish. I believe Bridger will provide FY2026 guidance which I believe will be above street estimate of $133M revenue and $49M of EBITDA. Additional color on financial impact of adding 2x new Super Scoopers more federal/state task orders and new Department of War work. Finally I think we might get additional research coverage in Q1 or Q2 which will help broaden institutional awareness. https://twitter.com/i/web/status/2019055426449371139 https://twitter.com/i/web/status/2019055426449371139"
X Link 2026-02-04T14:28Z 43.8K followers, [----] engagements
"Added $BAER $ASTS and $TE today on the dip"
X Link 2026-02-04T15:08Z 43.6K followers, 13.6K engagements
"Big risk off day across the board I got filled on some upside on $ASTS"
X Link 2026-02-04T17:06Z 43.7K followers, 16.2K engagements
"It's important to KNOW WHAT YOU OWN If you're a tourist in a stock position you are more apt to sell low and buy high when there's volatility"
X Link 2026-02-04T18:14Z 43.8K followers, 13.3K engagements
"BIG factor moves today If you are an individual investor w/ no margin these are the types of days to look forward to where volatility the enemy of institutional investors becomes a very profitable friend"
X Link 2026-02-04T18:24Z 43.8K followers, 10.6K engagements
"$ASTS $TE: Midday Thoughts https://x.com/i/spaces/1OdJrOXgvRXxX https://x.com/i/spaces/1OdJrOXgvRXxX"
X Link 2026-02-04T18:26Z 43.7K followers, 11.9K engagements
"$TE: I added pretty heavy today"
X Link 2026-02-04T19:49Z 43.8K followers, [----] engagements
"$MARKETS: WELCOME TO THE CASINO *IRAN'S ARAGHCHI CONFIRMS NUCLEAR TALKS WITH US IN OMAN FRIDAY *IRAN FM ARAGHCHI COMMENTS ON US NUCLEAR TALKS IN A POST ON X"
X Link 2026-02-04T20:04Z 43.5K followers, [----] engagements
"$ASTS: It's happening The FCC welcomes and now seeks comment on the SpaceX application for Orbital Data Centers. The proposed system would serve as a first step towards becoming a Kardashev II-level civilization and serve other purposes according to the applicant. https://t.co/TDnUPuz9w7 The FCC welcomes and now seeks comment on the SpaceX application for Orbital Data Centers. The proposed system would serve as a first step towards becoming a Kardashev II-level civilization and serve other purposes according to the applicant. https://t.co/TDnUPuz9w7"
X Link 2026-02-04T20:33Z 43.7K followers, 26.9K engagements
"$GOOG: That's some serious SPENDING. Some of that $ probably going towards researching Data Centers in Space $ASTS $PL *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B"
X Link 2026-02-04T21:04Z 43.7K followers, 26.6K engagements
"$TE: ☀ TRUMP POLLSTER FINDS MAGA VOTERS LIKE SOLAR ENERGY. 70% FAVOR SOLAR IF PANELS ARE MADE DOMESTICALLY - AXIOS A majority of Trump-coalition voters back solar power especially if the panels are made in the U.S. and without Chinese materials polling shared exclusively with Axios shows. Why it matters: Trump officials are moving against renewables on several fronts including Interior Department permitting restrictions and the GOP budget law hastening the end of project subsidies. But the poll commissioned by U.S. manufacturer First Solar suggests that a big swath of his coalition is partial"
X Link 2026-02-04T23:43Z 43.6K followers, [----] engagements
"$ASTS: This is ALPHA 🤷♂ Maybe I'll do a short space later to discuss this $ASTS $AAPL: 🚨 ACCORDING TO RECENT FCC FILINGS APPLE IS TESTING IPHONE [--] SATELLITE BROADBAND CONNECTIVITY WITH AST SPACEMOBILE BLUEBIRD SATELLITES ✅ AST SpaceMobile is the sole direct-to-device operator utilizing 600-800MHZ cellular spectrum that is outlined in the FCC $ASTS $AAPL: 🚨 ACCORDING TO RECENT FCC FILINGS APPLE IS TESTING IPHONE [--] SATELLITE BROADBAND CONNECTIVITY WITH AST SPACEMOBILE BLUEBIRD SATELLITES ✅ AST SpaceMobile is the sole direct-to-device operator utilizing 600-800MHZ cellular spectrum that is"
X Link 2026-02-05T00:24Z 43.7K followers, 26.5K engagements
"$TE: ☀ Whos powering all that [----] CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. https://t.co/tjBmEmF49Q [----] CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI. https://t.co/tjBmEmF49Q"
X Link 2026-02-05T01:05Z 43.7K followers, 12.2K engagements
"$ASTS: Thoughts on Apple FCC filings disclosing testing with AST SpaceMobile Today @ 8:45AM ET https://x.com/i/spaces/1lPJqvOnVrYxb https://x.com/i/spaces/1lPJqvOnVrYxb"
X Link 2026-02-05T12:12Z 43.8K followers, 36.8K engagements
"$ASTS: Starlink fuels SpaceX growth with potential phone more internet services - Reuters 👀 As predicted Starlink is going to compete head on with Apple Samsung and all the MNOs. AST SpaceMobiles strategic value just increased exponentially. MNOs like T-Mobile that chose to work with Starlink are about to get disrupted Ill cover this news in the X space today. https://www.reuters.com/business/media-telecom/starlink-fuels-spacex-growth-with-potential-phone-more-internet-services-2026-02-05/"
X Link 2026-02-05T12:31Z 43.7K followers, 17.8K engagements
"PSA: DURING PERIODS OF HIGH VOLATILITY AND RISK LIQUIDATION DO NOT USE MARGIN"
X Link 2026-02-05T12:53Z 43.5K followers, 12.8K engagements
"$ASTS: 🧩 The puzzle pieces are clicking into place. Tick tock tick tock Apparently @Apple hasn't budged on surrendering @Globalstar's spectrum to @Starlink so @elonmusk is now delivering on his threat of making his own phone "if he has to" as @SpaceX is reportedly exploring exactly that with a Starlink-native handset. $GSAT https://t.co/IpMaC2U7Kq https://t.co/jDNlD3CmCY Apparently @Apple hasn't budged on surrendering @Globalstar's spectrum to @Starlink so @elonmusk is now delivering on his threat of making his own phone "if he has to" as @SpaceX is reportedly exploring exactly that with a"
X Link 2026-02-05T16:18Z 43.7K followers, 12.2K engagements
"$BAER: 🔥 I didn't realize Bridger Aerospace has a merch store. The link is located at the bottom of their website. I'm def picking up a hat shirt hoodie and stickers https://bridgeraerospace.myshopify.com/collections/all https://bridgeraerospace.myshopify.com/collections/all"
X Link 2026-02-05T16:37Z 43.5K followers, [----] engagements
"$INFLATION: Truflation indicating that real-time inflation has cratered to 1% vs. Fed governors who continue to jawbone that inflation is stubborn. Below is Truflation data vs. reported CPI data. Truflation has been a very accurate leading predictor by 1-2 months 👀"
X Link 2026-02-05T16:52Z 43.8K followers, [----] engagements
"$ASTS: Agree w/ Mike. Also shows how critical satellite communications are in a contested battlefield environment. Imagine the possibilities. This level of dependency on starlink is absolutely unbelievable. That it even got to this level show how asleep at the switch our government is. This level of dependency on starlink is absolutely unbelievable. That it even got to this level show how asleep at the switch our government is"
X Link 2026-02-05T18:15Z 43.5K followers, 12.9K engagements
"$ASTS: Starlink head of MNO partnerships begging to stop making their job more difficult MUSK: WE ARE NOT DEVELOPING A PHONE- X POST MUSK: WE ARE NOT DEVELOPING A PHONE- X POST"
X Link 2026-02-05T18:44Z 43.7K followers, 17.2K engagements
"$ASTS: Who is Apple testing with on 600MHz spectrum for Supplemental Coverage from Space There's only one satellite provider that can serve 600-900Mhz cellular spectrum ➡ AST SpaceMobile and. 👉 AT&T is acquiring Echostar's nationwide 600MHz paired 10x10MHz spectrum 🚨 iPhone [--] series testing with the FCC for $ASTS SCS/MSS compliance 🚨 Under SCS regulations existing devices can connect to NTN via waiver. New devices needs to test for compliance. A swedish Cat went looking in the archives. 🧇 🐈 CatSE: My iphone is tested for AST 1/ https://t.co/h0EkiKnvCd 🚨 iPhone [--] series testing with"
X Link 2026-02-05T20:16Z 43.7K followers, 30.2K engagements
"Appears that some big after hour liquidations taking place to cover margin calls. Some hard lessons being learned right now"
X Link 2026-02-05T22:03Z 43.7K followers, 30K engagements
"$SPACE: Inside Elon Musk's $1.25 Trillion AI and Space Megamerger -- WSJ By Alexander Saeedy Corrie Driebusch Becky Peterson and Micah Maidenberg (Wall Street Journal) -- Elon Musk took a gulp of water on stage at the World Economic Forum in Switzerland last month and started talking up one of his latest passions: data centers orbiting Earth. "The lowest-cost place to put AI will be space" Musk said. "That will be true within two years maybe three." Behind the scenes the groundwork was already under way for a megamerger of SpaceX and xAI -- his artificial-intelligence startup -- intended to"
X Link 2026-02-06T03:41Z 43.6K followers, [----] engagements
"Something I've learned over the many years of my career. If we ever hit VIX [--] that'll be a great buying opportunity and VIX hitting [--] to [--] is an all in moment (GFC COVID) The last massive buying opp for equities was VIX [--] during the [----] Tariff Tantrum Well we tapped VIX [--] overnight and premarket was a nice area to allocate some risk. The highest was [-----] in October [----]. Stay focused friends and let the game come to you. https://t.co/V5OqkhGPHG Well we tapped VIX [--] overnight and premarket was a nice area to allocate some risk. The highest was [-----] in October [----]. Stay focused"
X Link 2026-02-06T04:23Z 43.6K followers, 73.3K engagements
"$ASTS: STAY FOCUSED"
X Link 2026-02-06T04:34Z 43.7K followers, 10.2K engagements
"End of Day Chat https://x.com/i/spaces/1eaKbjaQeNVKX https://x.com/i/spaces/1eaKbjaQeNVKX"
X Link 2026-02-06T04:49Z 43.6K followers, 10.6K engagements
"Mgmt will respond when I reach out even if I'm not a big shareholder. I'll give them my background (banking hedge fund) and demonstrate that I'm knowledgeable. Then I let them know I have an anon social media account where I write about my investment ideas. Most of the time they're open to meeting and after understanding I'm not crazy and that I actually know what I'm doing they'll be responsive to questions and requests for calls. I discuss topics any institutional investor would. All reg FD compliant stuff . https://twitter.com/i/web/status/2019650596089827829"
X Link 2026-02-06T05:53Z 43.5K followers, [---] engagements
"My average was $1.30-1.50 I think on my warrants. The warrants were $11.50 strike so the avg would be $12.80-$13 or so. By having a big amount of unrealized gains one motivation for NOT selling is avoiding recognizing gains and paying taxes. Of course I have conviction in the name and am a long-term shareholder so I want to own as many shares as possible for as long as possible. how do handle volatility buy and hold not on margin. research and understand what you own and once you have a position just sit on it. pretty simple https://twitter.com/i/web/status/2019651271284650209"
X Link 2026-02-06T05:56Z 43.7K followers, [---] engagements
"@mi20483980476 I've heard SpaceX / Starlink is bearish for AST since [----] when they announced they were doing direct-to-cell. Looking back it hasn't been that bearish eh"
X Link 2026-02-06T05:56Z 43.5K followers, [---] engagements
"$ASTS $TE: After hour liquidation buys looking good so far. Not sure if we're out of the woods yet - stay vigilant"
X Link 2026-02-06T14:21Z 43.7K followers, [----] engagements
"$ASTS: As long as the market keeps rallying I expect a violent rebound once the margin selling is done. PSA: There's going to be some margin call selling this AM as some folks probably got notices this morning. PSA: There's going to be some margin call selling this AM as some folks probably got notices this morning"
X Link 2026-02-06T14:37Z 43.8K followers, 33.3K engagements
"$ASTS $TE: Early dip at the open due to forced margin call liquidations"
X Link 2026-02-06T14:52Z 43.8K followers, 10.5K engagements
"$BAER: 🔥CEO Of Bridger Aerospace Sam Davis Breaks Down The [----] Wildfire Season Their Expansion Into Spain And The Future Of The Wildfire Aviation Company - The Hotshot Wakeup https://podcasts.apple.com/ca/podcast/ceo-of-bridger-aerospace-sam-davis-breaks-down-the/id1614690223i=1000739777116 https://podcasts.apple.com/ca/podcast/ceo-of-bridger-aerospace-sam-davis-breaks-down-the/id1614690223i=1000739777116"
X Link 2026-02-06T16:05Z 43.6K followers, [----] engagements
"$ASTS: "Cuz that was the new 52-week low" 'why didnt you just sell some at the top' https://t.co/BgKy4DKQJq 'why didnt you just sell some at the top' https://t.co/BgKy4DKQJq"
X Link 2026-02-06T16:33Z 43.6K followers, 11.1K engagements
"@accounting_ds $TE: More offtake agreements = access to more non-dilutive funding = build more solar module and cell plants = 💰💰💰"
X Link 2026-02-06T17:01Z 43.5K followers, [----] engagements
"$ASTS: 🚨 NEXT IPHONES' SATELLITE CONNECTIVITY COULD ROCKET WAY BEYOND SOS The funny thing is that these journalists only have the Starlink and Globalstar part of the story. The rest of us know that Apple needs AST SpaceMobile and its MNO partners to make seamless broadband connectivity a reality. https://www.cultofmac.com/news/advanced-iphone-satellite-features https://www.cultofmac.com/news/advanced-iphone-satellite-features"
X Link 2026-02-06T17:09Z 43.8K followers, 31.7K engagements
"@tdogg2213 @SJCapitalInvest Telsa is building out production for their own internal consumption Looks like Deep Value Bagger got rekt and liquidated. If you're going to invest in $TE you need to KNOW WHAT YOU OWN and not be tourist 🤷♂ https://x.com/deepvaluebagger/status/2019762736259801484 I lived through [----] market crash and it took [--] years for it to recover. I'm too old for this shit. I'm frustrated that I veered off what made me successful: high quality stocks. Chasing after X lowering my standard is what got me into trouble. I'm radically changing my"
X Link 2026-02-06T18:34Z 43.7K followers, 19.5K engagements
"@DeepValueBagger @tdogg2213 @SJCapitalInvest That absolutely sucks sorry to hear that. Best of luck"
X Link 2026-02-06T18:44Z 43.5K followers, [---] engagements
"$TE: STAY FOCUSED 2/ $TE: Here's a sensitivity of T1 Energy's valuation at various EBITDA multiples under two scenarios: G1_Dallas + G2_Austin Phase I = $9.90 to $14.20 G1_Dallas + G2_Ausin Phase I and II = $14.50 to $21.60 I believe now that FEOC risk has been removed and more non-dilutive https://t.co/8OMe5EfX4h 2/ $TE: Here's a sensitivity of T1 Energy's valuation at various EBITDA multiples under two scenarios: G1_Dallas + G2_Austin Phase I = $9.90 to $14.20 G1_Dallas + G2_Ausin Phase I and II = $14.50 to $21.60 I believe now that FEOC risk has been removed and more non-dilutive"
X Link 2026-02-06T18:47Z 43.8K followers, 16.2K engagements
"@CalaMMint @tdogg2213 @SJCapitalInvest Selling puts works until it doesn't. It's one of the fastest ways to financial ruin"
X Link 2026-02-06T18:58Z 43.5K followers, [---] engagements
"Nothing changes sentiment like not being all in on margin and avoiding liquidation which allows you to deploy dry powder during a massive deleveraging event to make some serious 1-day trading gainz"
X Link 2026-02-06T19:01Z 43.7K followers, 10.8K engagements
"$ASTS: YES $ASTS: Its about time https://t.co/hCGa16U278 $ASTS: Its about time https://t.co/hCGa16U278"
X Link 2026-02-06T19:25Z 43.7K followers, 10.8K engagements
"$ASTS: When you invest in AST SpaceMobile you are standing on the shoulders of giants that have done hundreds and hundreds of hours of research. @CatSE___ApeX___ Have a great weekend"
X Link 2026-02-06T21:35Z 43.7K followers, 13.3K engagements
"JUST IN: Anpanman says AST SpaceMobile could hit $100T JUST IN: Elon Musk says Tesla could hit $100T JUST IN: Elon Musk says Tesla could hit $100T"
X Link 2026-02-06T22:10Z 43.7K followers, 23.2K engagements
"$ASTS: The FAA announced the closure of the SpaceX-led mishap investigation following the upper stage anomaly during the Starlink 17-32 mission. Full statement: https://t.co/slnQsZ8ZOV The FAA announced the closure of the SpaceX-led mishap investigation following the upper stage anomaly during the Starlink 17-32 mission. Full statement: https://t.co/slnQsZ8ZOV"
X Link 2026-02-06T23:49Z 43.8K followers, 13.3K engagements
"1/ $ASTS: 🚨AST SPACEMOBILE GRANTED 60-DAY SPECIAL TEMPORARY AUTHORITY FOR US BETA TESTING OVER 700MHZ W/ AT&T AND 850MHZ W/ AT&T AND VERIZON I expect AST's full US Supplemental Coverage from Space to be granted soon"
X Link 2026-02-07T01:24Z 43.8K followers, 22.6K engagements
"@alc2022 $DUOL: [----] EBITDA estimate kept growing however [----] and [----] getting revised lower has killed the stock. 🤷♂"
X Link 2026-02-07T02:04Z 43.8K followers, [----] engagements
"$TE: 8-K disclosing appointment of Tom Mahrer as new Chief Accounting Officer which I understand is a well deserved promotion. Former CAO Denise Cruz is leaving to pursue personal interests. All the best Denise"
X Link 2026-02-07T02:07Z 43.8K followers, 22.6K engagements
"This is up there as one of the dumbest posts Ive read. Surprised people got sucked into it. I've initiated a position in $VLN ($155M MC). This one is wild. Valens is a AI semi for self-driving cars and robotics. I've found that markets messed up on VLS from a ticker collision data error. And missed new CES [----] info this week. VLN has: [--]. $93.5M in Cash [--] https://t.co/tqHBH77c2O I've initiated a position in $VLN ($155M MC). This one is wild. Valens is a AI semi for self-driving cars and robotics. I've found that markets messed up on VLS from a ticker collision data error. And missed new CES"
X Link 2026-02-07T04:10Z 43.6K followers, 36.3K engagements
"$ASTS: We are not the same"
X Link 2026-02-07T12:15Z 43.8K followers, 14.7K engagements
"@ak_dfranco And thats called hitting milestones and unlocking value. 🤷♂"
X Link 2026-02-07T12:27Z 43.6K followers, [---] engagements
"@Yeah_Dave Well as long as youre not on margin a further drawdown not gonna kill you"
X Link 2026-02-07T17:59Z 43.5K followers, [---] engagements
"$ASTS: 🚨 DEFENSE SECTOR INVESTORS UNLOCKED First Trust Indxx Aerospace & Defense ETF takes a [------] share position in AST SpaceMobile $ASTS: First Trust Indxx Aerospace & Defense ETF (MISL) includes 591000+ shares of AST Spacemobile ASTS is a Commercial & Defense juggernaut in the making https://t.co/MDa7VTgRhH https://t.co/ULOpCGgPiB $ASTS: First Trust Indxx Aerospace & Defense ETF (MISL) includes 591000+ shares of AST Spacemobile ASTS is a Commercial & Defense juggernaut in the making https://t.co/MDa7VTgRhH https://t.co/ULOpCGgPiB"
X Link 2026-02-07T22:18Z 43.8K followers, 33K engagements
"@SpaceInvestor_D No ifs just true"
X Link 2026-02-08T02:05Z 43.5K followers, [----] engagements
"@alc2022 Youre gonna charge tax Come on man Im out"
X Link 2026-02-08T03:49Z 43.7K followers, [---] engagements
"$VIX: Here's a look at VIX over the last [--] years. You can see it broke over [--] several times during GFC and COVID. Recent spikes over [--] were: August [----] ➡ Unwinding of Yen carry trade + weak US job numbers leading to recession fears April [----] ➡ Trump Tariffs Something I've learned over the many years of my career. If we ever hit VIX [--] that'll be a great buying opportunity and VIX hitting [--] to [--] is an all in moment (GFC COVID) The last massive buying opp for equities was VIX [--] during the [----] Tariff Tantrum Something I've learned over the many years of my career. If we ever hit VIX 50"
X Link 2026-02-08T04:35Z 43.7K followers, [----] engagements
"$VIX: Here's a look at VIX over the last [--] years. You can see it broke over [--] several times during GFC and COVID. Recent spikes over [--] were: August [----] ➡ Unwinding of Yen carry trade + weak US job numbers leading to recession fears April [----] ➡ Trump Tariffs Something I've learned over the many years of my career. If we ever hit VIX [--] that'll be a great buying opportunity and VIX hitting [--] to [--] is an all in moment (GFC COVID) The last massive buying opp for equities was VIX [--] during the [----] Tariff Tantrum Something I've learned over the many years of my career. If we ever hit VIX 50"
X Link 2026-02-08T04:52Z 43.8K followers, 18.6K engagements
"@APompliano I guess AI will be surfing X and Amazon all day"
X Link 2026-02-08T12:11Z 43.6K followers, [----] engagements
"$SPACE $ASTS $RKLB $VOYG: INVESTING IN SPACE - FINDING PROFITS AT THE FINAL FRONTIER MONEYWEEK Getting into space has never been cheaper thanks to private firms and reusable technology. That has sparked something of a gold rush in related industries says Matthew Partridge Important Excerpt: Like many in the industry Nick Flitterman of Portland Advisers admits to having mixed feelings about the controversial entrepreneur. There is in his view as well as those of others a major concern over having lots of money and power concentrated in one persons hands. However even this could work in the"
X Link 2026-02-08T14:35Z 43.8K followers, 11.9K engagements
"@levandovsky"
X Link 2026-02-09T06:26Z 43.6K followers, [---] engagements
"$ASTS: Affordable Anytime Anywhere Mobile Broadband Connectivity AST SpaceMobile"
X Link 2026-02-09T13:27Z 43.8K followers, 33.3K engagements
"$PGY: I nibbled on some Pagaya. I think the stock is going to have a tough time until credit market uncertainty improves. That said it's trading at such a low valuation . it's attractive enough for me to add"
X Link 2026-02-09T15:07Z 43.7K followers, 14.2K engagements
"$ASTS: 👀Vodafone Egypt secures additional 20MHz of 1.8GHz spectrum which fits nicely with future AST SpaceMobile Block-3 midband satellites that will serve L- and S-band spectrum globally. https://www.directorstalkinterviews.com/vodafone-egypt-secures-additional-1800mhz-spectrum/4121238779 https://www.directorstalkinterviews.com/vodafone-egypt-secures-additional-1800mhz-spectrum/4121238779"
X Link 2026-02-09T15:07Z 43.8K followers, 19.8K engagements
"$KRKNF $PNG.V: Lockheed Martin is listed by Kraken Robotics as a customer which could mean this program uses Kraken capabilities. .@LockheedMartin unveiled LampreyMMAUV a breakthrough plug-andplay submersible that gives U.S. and allied warfighters a technological and strategic advantage in todays contested maritime arena. Click below for more: .@LockheedMartin unveiled LampreyMMAUV a breakthrough plug-andplay submersible that gives U.S. and allied warfighters a technological and strategic advantage in todays contested maritime arena. Click below for more:"
X Link 2026-02-09T20:30Z 43.8K followers, 30.4K engagements
"$ASTS: 👀 The AST5000 ASIC just dropped in cost BREAKING: US reportedly plans to exempt TSMC from chip tariffs per FT BREAKING: US reportedly plans to exempt TSMC from chip tariffs per FT"
X Link 2026-02-10T11:26Z 43.7K followers, 21.4K engagements
"$TE: Sometimes the market and investors have the memory of fruit flies. T1 Energy is expected to sign additional offtake agreements soon. Know What You Own Did you know that G2_Austin solar cells can be incorporated into hardened solar panels for space 🧠 $TE: 🚨T1 ENERGY ENTERED INTO STRATEGIC 900MW STRATEGIC PARTNERSHIP WITH TREATY OAK CLEAN ENERGY. $GOOG AND $META ARE TREATY OAK CLEAN ENERGY'S LARGEST CUSTOMERS $GOOG: Signed a 15-year PPA for 100MW from Redfield Solar Project in Arkansas to power data centers in the MISO $TE: 🚨T1 ENERGY ENTERED INTO STRATEGIC 900MW STRATEGIC PARTNERSHIP"
X Link 2026-02-10T12:44Z 43.8K followers, 18.5K engagements
"$PGY: Research Updates Keefe Bruyette analyst Sanjay Sakrani lowered the firm's price target on Pagaya to $30 from $35 and keeps an Outperform rating on the shares. After a volume miss paired with a lowered outlook the firm is lowering its [----] and [----] estimates but sees growth concerns creating a buying opportunity. Benchmark lowered the firm's price target on Pagaya to $33 from $48 and keeps a Buy rating on the shares. The firm notes shares of the AI-driven credit-decisioning platform fell more than 20% after reporting a modest topline miss and issued softer-than-expected guidance for Q1"
X Link 2026-02-10T14:22Z 43.8K followers, [----] engagements
"$PGY: Pagaya dialed down risk and got punished for it = damned if you do damned if you don't. So how much negativity is "priced in" Pagaya vs. Upstart [----] / [----] PE Multiple $PGY: 5.8x 5.0x $UPST: 17.6x 14.3x Pagaya expects to be conservative on underwriting but focused on partner growth in [----]. In Q1 alone they expect to onboard 7-8 new partners. https://twitter.com/i/web/status/2021239329935212847 https://twitter.com/i/web/status/2021239329935212847"
X Link 2026-02-10T15:06Z 43.8K followers, 10K engagements
"$PGY: With Pagaya's chronic heavily discounted valuation and the market's inability to understand Pagaya's business model shouldn't management either 1) take the company private or 2) sell to a strategic buyer Just sayin' 🤷♂"
X Link 2026-02-10T16:46Z 43.8K followers, [----] engagements
"@endless_frank gotcha. if you're going to invest in space 1) you better be patient and 2) you better have a tolerance for delays otherwise you should invest elsewhere"
X Link 2026-02-10T16:48Z 43.7K followers, [---] engagements
"$ASTS: Unmanned Underwater Vehicles (UUVs) will feature satellite connectivity for comms command and control So will: Unmanned Aerial Vehicles UAVs Unmanned Ground Vehicles UGVs Lethal Autonomous Weapon Systems LAWS The puzzle pieces are all there 🧩 Underwater Warfare unveiled: New stealthy autonomous underwater drone 'Lamprey MMAUV' by Lockheed Martin . https://t.co/VeP1s9GooO Underwater Warfare unveiled: New stealthy autonomous underwater drone 'Lamprey MMAUV' by Lockheed Martin . https://t.co/VeP1s9GooO"
X Link 2026-02-10T17:19Z 43.8K followers, 28.3K engagements
"$ASTS $KRKNF $TE $ASTI $BAER $PGY: Lunch Time Chat Today @ 12:55PM https://x.com/i/spaces/1BdGYZqRaOMJX https://x.com/i/spaces/1BdGYZqRaOMJX"
X Link 2026-02-10T17:48Z 43.8K followers, 10.2K engagements
"@feelzyou Go long a double short $ASTS ETF"
X Link 2026-02-11T00:57Z 43.7K followers, [----] engagements
"$ASTS: Whos buying premarket I AM Its a long way to the top if you wanna rock n roll 🚀 https://youtu.be/GChhRrU6BJUsi=7SrnkdjtVcHW3VE5 https://youtu.be/GChhRrU6BJUsi=7SrnkdjtVcHW3VE5"
X Link 2026-02-11T12:12Z 43.8K followers, 11.2K engagements
"$ASTS $TE: Big risk-off moves today in high beta sectors. Space names down 5-10% and solar names are down 4-9%. If you haven't already start a watch list of the sector your stock is in. It will save you a lot of unneeded mental stress and brain damage. For AST holders lamenting the share price it's only down 1% and clearly outperforming the sector. Take a step back and look at the bigger picture at what was just accomplished. Sack up 🤷♂ I'm adding to $ASTS $TE and $BAER today. https://twitter.com/i/web/status/2021611860689056135 https://twitter.com/i/web/status/2021611860689056135"
X Link 2026-02-11T15:46Z 43.8K followers, 12.9K engagements
"1) there is a true up event 2) Citi already evaluated the IP structure which was part of the execution of the 45x credit sale to begin with 3) The CAO was replaced with someone more capable. For [--] - what are you implying Are executives locked in for life-time employment regardless of performance"
X Link 2026-02-11T16:39Z 43.7K followers, [---] engagements
"As T1 grows in market cap it will certainly be a candidate for various indices which can 1) generate buying pressure when a formal inclusion takes place and 2) improve liquidity as the stock trades w/ index flows. I haven't looked at TAN or other ETFs. The big driver is getting into the Russell and then of course eventually S&P https://twitter.com/i/web/status/2021661278616404124 https://twitter.com/i/web/status/2021661278616404124"
X Link 2026-02-11T19:03Z 43.7K followers, [---] engagements
"@hellolynna21876 You used to work at AT&T very cool"
X Link 2026-02-11T19:04Z 43.7K followers, [----] engagements
"@accounting_ds Nothing impacts sentiment more than stock price. Some people really have no idea what they own 🤷♂"
X Link 2026-02-11T19:14Z 43.8K followers, [----] engagements
"@FuriousBanana Only own what you research and know. If you're new to TE - do some research. Look at their recent presentations earnings call and news releases. Don't follow anyone blindly into any investments"
X Link 2026-02-11T19:50Z 43.8K followers, [---] engagements
"@BanyanLaneCap @thekookreport @endless_frank @kingtutcap @Uzocapital @deepvaluedude I would take anything Dimmy posts with a massive grain of salt. He will try to turn anything said or unsaid to fit the narrative floating around in his empty head. I'll take a look"
X Link 2026-02-11T19:51Z 43.7K followers, [----] engagements
"@CaptainScuzzy It's AT&T and Verizon. T-Satellite is a separate network so you can use an e-SIM to be a "roaming" subscriber"
X Link 2026-02-11T20:08Z 43.8K followers, [---] engagements
"@1Powerslave The new modem will have NTN connectivity which will use AST and Starlink. However there's only one provider using cellular spectrum 600-900MHz that can provide true seamless broadband connectivity. That's AST"
X Link 2026-02-11T20:27Z 43.7K followers, [---] engagements
"@accounting_ds great reference - nothing changes sentiment more than stock price 🤷♂"
X Link 2026-02-12T03:13Z 43.8K followers, [----] engagements
"@accounting_ds tale as old as time"
X Link 2026-02-12T03:29Z 43.8K followers, [---] engagements
"@app_hyd It does work with unmodified phones. However there handset manufacturers want to test and certify the service for future models to ensure its optimized. For example none of these mfgs are testing older phones"
X Link 2026-02-12T12:03Z 43.8K followers, [---] engagements
"@dan_tmt Would seem very complicated in that $IRDM only owns a sliver of L-band and requires TDD to use both uplink and downlink on the same spectrum"
X Link 2026-02-12T19:59Z 43.8K followers, [---] engagements
"@WeAre_MJ @TMobile @ATT Big and true"
X Link 2026-02-13T00:00Z 43.8K followers, [---] engagements
"@jpass26 @truflation why not both lol"
X Link 2026-02-13T13:38Z 43.8K followers, [---] engagements
"@jpass26 @truflation inflation going down would make way for interest rate cuts which would be bullish for stocks"
X Link 2026-02-13T13:59Z 43.8K followers, [---] engagements
"@Daljit16677387 that's amazing news. so fusion commercial reactors are coming online next year"
X Link 2026-02-13T14:04Z 43.8K followers, [----] engagements
"@beach_trades @SJCapitalInvest I'll take any and all years at this rate lol"
X Link 2026-02-13T14:48Z 43.8K followers, [---] engagements
"$PGY: Affirm posted solid results. Perhaps $UPST problems are indeed their own and not indicative of the industry. $AFRM Commentary: Affirm Holdings shares are up around 10% premarket after the buy-now-pay-later financing company raised its forecast for [----] gross merchandise volume. The updated guidance beat the average analyst estimate. ANALYST COMMENTARY Bloomberg Intelligence analyst Diksha Gera said Affirms 1Q results suggest the company may be on a beat-and-raise trajectory for fiscal 2026Company raised guidance for full-year gross merchandise volume and while the new outlook may be"
X Link 2025-11-07T14:58Z 43.8K followers, 15.2K engagements
"$FLY $KRMN $KTOS $LUNR $RDW: Keybanc initiates coverage of space sector names FireFly Karman Kratos Intuitive Machines and Redwire. KeyBanc analyst Michael Leshock initiated coverage of FireFly Aerospace with a Sector Weight rating and no price target. The firm is "encouraged" by the company's early successes within its spacecraft business but says achieving a profitable scale will take time. FireFly has yet to achieve a consistent track record in launch but is making progress on its medium-lift vehicle Eclipse the analyst tells investors in a research note. KeyBanc takes a "conservative"
X Link 2025-12-18T23:27Z 43.8K followers, [----] engagements
"$ASTS: AST SPACEMOBILE UPSIDE CATALYST MONITOR - a review of what has been and what is to come Upcoming Catalysts: ☑BB6 Unfolding Phased Array ☑BB7 Launch on Blue Origin New Glenn-3 ☑BB8 - BB10 Delivery to Florida and Launch on Falcon [--] ☑BB11 - BB13 Delivery to Florida and Launch on Falcon [--] ☑FCC approval for full US SCS commercial service ☑Block-2 Launches in Batches of 3x 4x or 8x satellites every 1-2 months ☑Execution of more definitive commercial agmts w/ prepaid revenue and/or investment w/ Bell Canada Telefonica Etisalat and more than [--] global MNOs ☑FirstNet Investment and Definitive"
X Link 2026-01-19T04:10Z 43.8K followers, 30.1K engagements
"$ASTS: AST SpaceMobile Research Coverage Update Recent Price Target Changes: Deutsche Bank Raised to $137 from $81 Clear Street Raised to $137 from $87 Bank of America Raised to $100 from $85 B Riley Raised to $105 from $95"
X Link 2026-01-21T03:42Z 43.8K followers, 25.5K engagements
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