#  @deepvaluedude DVD DVD posts on X about $asts, $vod, in the, target the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1853931776366006272/interactions)  - [--] Week [------] -71% - [--] Month [-------] +14% - [--] Months [---------] +225% - [--] Year [---------] +1,847% ### Mentions: [--] [#](/creator/twitter::1853931776366006272/posts_active)  - [--] Month [--] -11% - [--] Months [---] +32% - [--] Year [---] +266% ### Followers: [-----] [#](/creator/twitter::1853931776366006272/followers)  - [--] Week [-----] +1.20% - [--] Month [-----] +18% - [--] Months [-----] +234% - [--] Year [-----] +4,367% ### CreatorRank: [---------] [#](/creator/twitter::1853931776366006272/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 35.58% [stocks](/list/stocks) 14.42% [technology brands](/list/technology-brands) 5.77% [celebrities](/list/celebrities) 2.88% [cryptocurrencies](/list/cryptocurrencies) 2.88% [social networks](/list/social-networks) 1.92% [currencies](/list/currencies) 1.92% [automotive brands](/list/automotive-brands) 0.96% [travel destinations](/list/travel-destinations) 0.96% [countries](/list/countries) 0.96% **Social topic influence** [$asts](/topic/$asts) #343, [$vod](/topic/$vod) #4, [in the](/topic/in-the) 14.42%, [target](/topic/target) 13.46%, [ast](/topic/ast) 11.54%, [company](/topic/company) 8.65%, [dome](/topic/dome) 6.73%, [$vz](/topic/$vz) 5.77%, [we are](/topic/we-are) 5.77%, [retest](/topic/retest) 5.77% **Top accounts mentioned or mentioned by** [@kevinlmak](/creator/undefined) [@astspacemobile](/creator/undefined) [@spacanpanman](/creator/undefined) [@scottwisniews](/creator/undefined) [@banyanlanecap](/creator/undefined) [@thekookreport](/creator/undefined) [@abelavellan](/creator/undefined) [@endlessfrank](/creator/undefined) [@kingtutcap](/creator/undefined) [@uzocapital](/creator/undefined) [@elonmusk](/creator/undefined) [@wallstreetbets](/creator/undefined) [@smatthewschultz](/creator/undefined) [@cleansparkinc](/creator/undefined) [@tmfassociates](/creator/undefined) [@vladsaigau](/creator/undefined) [@reformedtrader](/creator/undefined) [@vodafonegroup](/creator/undefined) [@mrlubos](/creator/undefined) [@anduriltech](/creator/undefined) **Top assets mentioned** [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Verizon Communications Inc. (VZ)](/topic/$vz) [AT&T Inc. (T)](/topic/$t) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [T-Mobile (TMUS)](/topic/$tmus) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Bitcoin (BTC)](/topic/bitcoin) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Redwire Corporation (RDW)](/topic/$rdw) [BlackSky Technology Inc. (BKSY)](/topic/$bksy) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) ### Top Social Posts Top posts by engagements in the last [--] hours "$ASTS $VOD Vodafone is a $20 stock trading at $12. $40+ by 2028-2030" [X Link](https://x.com/anyuser/status/1983198508548292909) 2025-10-28T15:45Z [----] followers, [----] engagements "$ASTS Mid-late Q1 target remains $120-$150 upon successful launches and operational satellites USG contract announcements and potentially a foreign defense deal Shorter term TA suggests a test of the 20w SMA and 21w EMA (bull market support band) at $56" [X Link](https://x.com/anyuser/status/1989019137029578894) 2025-11-13T17:14Z [----] followers, [----] engagements "$ASTS $VOD 🧵Vodafone Investment Thesis Current Price (2H FY26): $13 FY28 PT: $23 The Thesis in Brief: Vodafone has successfully transitioned from a distressed conglomerate into a disciplined growth-focused connectivity platform. The market is currently pricing VOD on backwards-looking metrics; fixated on the painful German MDU transition and historical debt bloat. This creates a dislocation. This view identifies three mispriced levers that will drive a re-rating in FY27 and continued multiple expansion beyond: Germany Turns the Corner: The operational drag from the TV Law change is fully" [X Link](https://x.com/anyuser/status/2005119382872359094) 2025-12-28T03:31Z [----] followers, 85.6K engagements "$ASTS $ASTS: 🚨 AST SPACEMOBILE SUCCESSFULLY COMPLETES UNFOLDING OF BLUEBIRD [--] THE LARGEST COMMERCIAL COMMUNICATIONS ARRAY ANTENNA EVER DEPLOYED IN LOW EARTH ORBIT BlueBird [--] is the largest ever commercial communications array deployed in low Earth orbit designed to support cellular $ASTS: 🚨 AST SPACEMOBILE SUCCESSFULLY COMPLETES UNFOLDING OF BLUEBIRD [--] THE LARGEST COMMERCIAL COMMUNICATIONS ARRAY ANTENNA EVER DEPLOYED IN LOW EARTH ORBIT BlueBird [--] is the largest ever commercial communications array deployed in low Earth orbit designed to support cellular" [X Link](https://x.com/deepvaluedude/status/2021394913624195174) 2026-02-11T01:24Z [----] followers, [----] engagements "$ASTS Todays Verizon announcement of a new CAPEX strategy is a tell: [--]. MNOs realize SpaceX is coming for their lunch and they must change. NOW [--]. They will be heavily reliant on AST and do whatever it takes to ensure AST works and gets paid to continue to innovate and succeed [--]. Telcos are about to rerate due to massive FCF from cost cuts and new revenue opportunities from bundling SCS data (supplemental coverage from space) FWIW: I am long AST and Vodafone via [--] LEAPs. All telcos may win but the biggest winner will be the MNO who owns the largest market by potential subscribers and sheer" [X Link](https://x.com/deepvaluedude/status/2017389882457657695) 2026-01-31T00:10Z [----] followers, 12.6K engagements "$ASTS Verizon plans to reduce capex substantially moving forward. Plans to return 30% of market cap value back to shareholders over the next [--] years via buybacks and dividends. Although I believe Vodafone is the best MNO opportunity the Verizon LEAPs are cheap a nice sideplay (potential 3-5x). Im now long VZ Jan28 $45 strike calls (22% IV omitting dividend 10%). Stock could reprice to $55-$60 by expiration. Asymmetric. https://twitter.com/i/web/status/2018361751977480504 https://twitter.com/i/web/status/2018361751977480504" [X Link](https://x.com/deepvaluedude/status/2018361751977480504) 2026-02-02T16:31Z [----] followers, 29.9K engagements "$ASTS $VOD New [--] week high for Vodafone ✅" [X Link](https://x.com/deepvaluedude/status/2018700673185955966) 2026-02-03T14:58Z [----] followers, [----] engagements "$ASTS $VOD New [--] week high for Vodafone ✅ I expect a good earnings call this week for a powerful move past $16. Likely some consolidation thereafter but I see $20 as a milestone that well see this year" [X Link](https://x.com/deepvaluedude/status/2019069655923786165) 2026-02-04T15:24Z [----] followers, [----] engagements "$ASTS $TE $VOD $VZ Quick update: took a position (50000 shares in TE) agree with @spacanpanman and some of the other guys here company has an opportunity to rerate massively as the only U.S. based vertically integrated solar manufacturer with space-based LEO solar capabilities For VOD: expect an update soon on recent earnings. Were in line with what I expected nothing earth shattering but we love to see the increased buybacks and dividends. Thesis hasnt changed VZ: same thesis as Vodafone. Upside on LEAPs are attractive. https://twitter.com/i/web/status/2019812710721130818" [X Link](https://x.com/deepvaluedude/status/2019812710721130818) 2026-02-06T16:37Z [----] followers, [----] engagements "$ASTS The company is [--] legitimate announcement (BB6 unfolded and operational + BB7 shipment USG defense prime contract EXIM non-dilutive financing MNO DA w/ prepayment or revenue guarantee) away from us never having an opportunity to buy below $100. I would personally love it if the company raised $2-3B of additional capital to fully fund the entire constellation at $150+ per share. @scottwisniews @AbelAvellan https://twitter.com/i/web/status/2019904044475814098 https://twitter.com/i/web/status/2019904044475814098" [X Link](https://x.com/deepvaluedude/status/2019904044475814098) 2026-02-06T22:40Z [----] followers, [----] engagements "$ASTS Retest inbound. $ASTS No one wants to hear this but stock will have to at some point defend the psychological $100 level. My guess is macro volatility causes a retest. Itll be great spot to either load up on more shares or sell some cash secured puts for the next leg that takes us to $150+. $ASTS No one wants to hear this but stock will have to at some point defend the psychological $100 level. My guess is macro volatility causes a retest. Itll be great spot to either load up on more shares or sell some cash secured puts for the next leg that takes us to $150+" [X Link](https://x.com/deepvaluedude/status/2014018472640942177) 2026-01-21T16:53Z [----] followers, [----] engagements "@BanyanLaneCap @spacanpanman @thekookreport @endless_frank @kingtutcap @Uzocapital $TMUS is screwed because of their valuation. Either VZ and T multiples go up or TMUS multiple goes down. Either theres a convergence taking place imo going long T and VZ via leaps and short TMUS (dead money) is a decent pair trade" [X Link](https://x.com/deepvaluedude/status/2021676163018653906) 2026-02-11T20:02Z [----] followers, [---] engagements "@thekookreport $VOD is trading at 4.5x EV/EBITDA while industry trades at 7-13x and is carefully shifting their capex strategy to (capex light) enable broad adoption of D2D through $ASTS. This would not only grow their top line juice their margins. $VOD is the largest beneficiary of any MNO" [X Link](https://x.com/anyuser/status/1898938126229450909) 2025-03-10T03:25Z [----] followers, [----] engagements "$ASTS I am opening up more $VOD calls strike $20 expiration Jan [----]. The joint venture (satco) should improve Vodafones reach to new users and make an appeal to existing users (benefiting the branding side of the business). The company has made some divestments from the Italian and Spanish markets. This has freed up cash to pay down debt. I believe net leverage should be 2-2.2x and the growth capex strategy from now on will be deliberate. With the company delevering intelligently while continuing to attempt to reach new markets via D2D with $ASTS the EBITDA (x) multiple should improve. With" [X Link](https://x.com/anyuser/status/1901728674732478759) 2025-03-17T20:13Z [----] followers, [----] engagements "@elonmusk its become abundantly clear that there is a high likelihood my good friend is shorting his competitor @AST_SpaceMobile stock $asts . Though I am apolitical if you are a liberal/democrat stop burning teslas instead buy some ASTS stock its the legal way of making your point. @wallstreetbets" [X Link](https://x.com/anyuser/status/1902744149478260768) 2025-03-20T15:28Z [----] followers, [----] engagements "$ASTS $T $VZ $VOD Just added [------] shares of Vodafone. Its a get paid to wait situation with what looks like a company in the midst of a turnaround is a flight to safety amidst the market volatility and will have growth tailwinds once ASTS launches commercial D2D services through their European joint venture satco which is effectively a monopoly that Vodafone spent nothing to create but should yield billions of dollars in market capitalization" [X Link](https://x.com/anyuser/status/1905712470456697194) 2025-03-28T20:03Z [----] followers, 10.1K engagements "$CLSK covered my massive short profits today from when @smatthewschultz sold stock in the $20s reallocated at $6.67 before the tariff announcement. I am now bullish Bitcoin and see potential for @CleanSpark_Inc to generate meaningful FCF if bitcoin reaches expected range $135k" [X Link](https://x.com/anyuser/status/1910069201622167904) 2025-04-09T20:35Z [----] followers, [----] engagements "$asts @TMFAssociates this may be everyones last chance to wish Tim well before he deletes Twitter for being on the wrong side of history" [X Link](https://x.com/anyuser/status/1918309808597549384) 2025-05-02T14:21Z [----] followers, [----] engagements "$ASTS is about to have its $AMZN AWS moment" [X Link](https://x.com/anyuser/status/1931404081668800540) 2025-06-07T17:33Z [----] followers, [----] engagements "$ASTS Currently have a $2.4M position (50k shares) will begin trimming at 52-$60 down to 10k shares. Plan is to diversify across telecom and comm services sector and I still see $VOD as the primary beneficiary of the confluence of tailwinds behind this sector D2D macroetc" [X Link](https://x.com/anyuser/status/1937200763471823331) 2025-06-23T17:27Z [----] followers, 36.1K engagements "Im with @VladSaigau $ASTS $75 by mid July lines up with the Fibonacci extension [-----] in the former bull channel. Given all of the catalysts I wouldnt be surprised if we get there soon" [X Link](https://x.com/anyuser/status/1938351658641002534) 2025-06-26T21:40Z [----] followers, [----] engagements "$CORZ Im in for a short term trade (3k shares $50k). Tomorrow takes us past $20 on the $CRWV M&A excitement. The sell-side (cantor Fitzgerald Roth Capital) indicating $30+ takeout price at $17 theres room to run short term even if they are way off" [X Link](https://x.com/anyuser/status/1938373874594504880) 2025-06-26T23:08Z [----] followers, [----] engagements "$RKLB $ASTS $RDW $BKSY Defense tech / space is the new AI trend" [X Link](https://x.com/anyuser/status/1939024015986991247) 2025-06-28T18:12Z [----] followers, [----] engagements "$ASTS $VOD It is time to be overweight the boring sector (telcos communication services). This will outperform every sector for the next decade. Think: stagnant cash cows - cash cows growing without the need for capital expenditure (in other words free cash flow monsters) $ASTS: Facebook's 10-Year Roadmap back in [----]. Zuck's Meta has yet to move successfully into "Connectivity" - a category that AST SpaceMobile covers nicely +Satellite +Terrestrial Solutions +Telco Infrastructure https://t.co/2dHglIqiDV $ASTS: Facebook's 10-Year Roadmap back in [----]. Zuck's Meta has yet to move successfully" [X Link](https://x.com/anyuser/status/1939417305467002917) 2025-06-29T20:14Z [----] followers, [----] engagements "$ASTS The Elon Musk hedge: buy ASTS Trump is losing his cool with Musk https://t.co/jzSNrFND7S Trump is losing his cool with Musk https://t.co/jzSNrFND7S" [X Link](https://x.com/anyuser/status/1939914208222880158) 2025-07-01T05:09Z [----] followers, [----] engagements "$ASTS $VOD Once wall st realizes that Vodafone will grab half of all D2D revenues in the eastern hemisphere through the joint venture the rerating will be biblical. Most of ASTS sales will be in the eastern hemisphere. ASTS and VOD are the same entity in that part of the world" [X Link](https://x.com/anyuser/status/1941177699399237701) 2025-07-04T16:50Z [----] followers, [----] engagements "$ASTS Knowing what youre up against is important. It can make you anxious in your positioning if your intellectual counterparts have competitive advantages such as better information or greater logical reasoning. When its crap like this thats when you know to shove it all in. @Reformed_Trader Most of those names are not investors. And the ones that are didnt invest at a $16 billion valuation @Reformed_Trader Most of those names are not investors. And the ones that are didnt invest at a $16 billion valuation" [X Link](https://x.com/anyuser/status/1941209085262909707) 2025-07-04T18:54Z [----] followers, [----] engagements "$ASTS $VOD 5% uptake conservative blended 35% revenue share (assume $3 add on for SCS $1 to Vodafone) (since other MNOs will have access) is an additional $1.8B revenue (80% margin). Bolsters Ebitda to $14B usd at 6.5x equates to $30 per share & supports a $1.5 dividend" [X Link](https://x.com/anyuser/status/1941225284751294766) 2025-07-04T19:59Z [----] followers, [----] engagements "Vodafone Thesis: $ASTS $VOD Vodafone is the sleeper pick the eastern hemisphere monopoly behind the ASTS monopoly. For those interested in a concise Vodafone thesis see below: Current stock price: $10.78 $0.49 dividend [----] target price: $40+ $1.5+ dividend [--] year CAGR: 32% 5% while you wait The thesis for Vodafone is tangential to the thesis for AST Spacemobile (ASTS). Heres a link to a deep dive that will help you understand the opportunity trade space. Youll have to click into the pdf." [X Link](https://x.com/anyuser/status/1941636662825738707) 2025-07-05T23:13Z [----] followers, 431.6K engagements "$ASTS $VOD Vodafone new [--] week high today" [X Link](https://x.com/anyuser/status/1942416219560370576) 2025-07-08T02:51Z [----] followers, [----] engagements "$ASTS $75 EOY price target. https://www.pcmag.com/news/despite-spacex-protests-fcc-clears-ast-spacemobiles-massive-satellite https://www.pcmag.com/news/despite-spacex-protests-fcc-clears-ast-spacemobiles-massive-satellite" [X Link](https://x.com/anyuser/status/1943730707836371260) 2025-07-11T17:54Z [----] followers, 13.8K engagements "$ASTS $VOD Those Vodafone dividends coming in handy. E53 AMG ☑" [X Link](https://x.com/anyuser/status/1944102922134204911) 2025-07-12T18:33Z [----] followers, [----] engagements "$ASTS Loading $ASTS $75 EOY price target. https://t.co/9CHpzjzFRB $ASTS $75 EOY price target. https://t.co/9CHpzjzFRB" [X Link](https://x.com/anyuser/status/1945157991663083898) 2025-07-15T16:26Z [----] followers, [----] engagements "$ASTS $VOD $VZ $T Full disclosure: Im long ASTS VOD via shares and considering adding to T & VZ Lets talk second order effects. People easily forget amidst wild animal spirits AST is purpose built for the MNOs. That means there is intrinsic incentives built in to the business model for MNOs to tie themselves to ASTs hip and ride the upside. The upside comes from capex reduction due to lessening need to deploy towers in rural areas and the initiatives to decommission towers where the marginal revenue vs marginal unit of cost per user acquired doesnt make sense on average for the network as a" [X Link](https://x.com/anyuser/status/1945287060124000339) 2025-07-16T00:59Z [----] followers, [----] engagements "$ASTS While all of these jackass finance bloggers and Wall Street analysts remain neutral while upping price targets every week I remain overweight. Reiterate EOY Price Target: $75 $ASTS $75 EOY price target. https://t.co/9CHpzjzFRB $ASTS $75 EOY price target. https://t.co/9CHpzjzFRB" [X Link](https://x.com/anyuser/status/1946337891099267277) 2025-07-18T22:34Z [----] followers, [----] engagements "$ASTS $VOD New [--] week highs 🍾🎉" [X Link](https://x.com/anyuser/status/1947291000604336547) 2025-07-21T13:42Z [----] followers, [----] engagements "$ASTS $VOD The Second Order Effect. Anyone whos long ASTS needs to be long VOD. 1/ $ASTS: 🚨 VODAFONE DISCUSSES ITS CLOSE STRATEGIC PARTNERSHIP WITH AST SPACEMOBILE @VodafoneGroup May presentation covers its strategic partnership w/ AST Spacemobile: history technological development testing future plans for SatCo JV and Q&A YouTube: https://t.co/0AGoXYcf8u 1/ $ASTS: 🚨 VODAFONE DISCUSSES ITS CLOSE STRATEGIC PARTNERSHIP WITH AST SPACEMOBILE @VodafoneGroup May presentation covers its strategic partnership w/ AST Spacemobile: history technological development testing future plans for SatCo JV" [X Link](https://x.com/anyuser/status/1949536293253534116) 2025-07-27T18:24Z [----] followers, [----] engagements "$ASTS Aligns with my $75 EOY Price Target $ASTS Monthly +16% Follow through month after big breakout candle shows strength for higher targets - raised capital and we got a small dip last week. TRM Long and nothing but Blue candles for months on end - $75 range is the target Holding firm with 3.5% position size after https://t.co/au6dJRVNV2 $ASTS Monthly +16% Follow through month after big breakout candle shows strength for higher targets - raised capital and we got a small dip last week. TRM Long and nothing but Blue candles for months on end - $75 range is the target Holding firm with 3.5%" [X Link](https://x.com/anyuser/status/1949906385644433770) 2025-07-28T18:54Z [----] followers, [----] engagements "$VOD $ASTS Imagine a company that already makes $3B in FCF owns the largest bucket of non terrestrial D2D data (didnt pay much for it) has the largest geographical footprint of any MNO in the world but still valued the same as ASTS even though well split revenues 50/50 🤪" [X Link](https://x.com/anyuser/status/1953100671261261926) 2025-08-06T14:27Z [----] followers, [----] engagements "$ASTS $VOD Conservative SOTP valuation model for Vodafone w/ Satco JV integrated in FY27 Expected return profile: 24.66% CAGR 5-7% dividend while you wait (dividends will be increasing)" [X Link](https://x.com/anyuser/status/1953130642688127285) 2025-08-06T16:26Z [----] followers, [----] engagements "$ASTS My guess is we dump post earnings to $42 because theyll announce the delay but reiterate that theyre accelerating and everything else is on track. The dip will get bought aggressively. Have some cash ready" [X Link](https://x.com/anyuser/status/1954244813404168533) 2025-08-09T18:14Z [----] followers, 13.6K engagements "$ASTS 🤝 $VOD Hmm 🧐 The R&D expense for Q2 [----] was approximately $6.2 million which is higher than the $4.46 million reported in Q2 [----]. This increase is associated with work on the joint venture and research hub with Vodafone" [X Link](https://x.com/anyuser/status/1955064984292958300) 2025-08-12T00:33Z [----] followers, [----] engagements "$ASTS Reiterate BUY $75 price target by EOY 🚀BlueBird [--] is ready to ship in August and we are building microns and phased arrays for our next [--] satellites by early [----] - Starting our campaign of launches every one to two months on average during [----] and [----] - Over 400k sq ft of production facilities available soon - https://t.co/cCQ8IINyuT 🚀BlueBird [--] is ready to ship in August and we are building microns and phased arrays for our next [--] satellites by early [----] - Starting our campaign of launches every one to two months on average during [----] and [----] - Over 400k sq ft of production" [X Link](https://x.com/anyuser/status/1959014133434810715) 2025-08-22T22:05Z [----] followers, [----] engagements "$ASTS $VOD I continue to dig and dig and dig. All I find is that Vodafone has a perpetual stock buyback in place and can opt to sell non-core assets to fully deleverage the balance sheet. This set up is insanely asymmetric especially as their JV with AST spacemobile is right around the corner from generating meaningful defense/gov and consumer revenues which isnt currently a segment thats being valued in any of the sell-sides models. Im calling it. $50+ stock by [----] $1+ per share dividends" [X Link](https://x.com/anyuser/status/1959733487520632866) 2025-08-24T21:44Z [----] followers, [----] engagements "$ASTS $53 is the line in the sand for the upward parallel trend channel and will require a catalyst to break back into. Target remains $75 by EOY. Bull market support band remains between $37-$40 as support if we see general stock market weakness in September" [X Link](https://x.com/anyuser/status/1960411584569991493) 2025-08-26T18:38Z [----] followers, [----] engagements "$ASTS If anyone wants to know my conviction I bought the dip. In size. [-----] shares on top of my existing bag. Well be at $75 EOY. Valhalla" [X Link](https://x.com/anyuser/status/1963966171461656886) 2025-09-05T14:03Z [----] followers, 24.5K engagements "$ASTS More launch supply 🚀 FAA approves increase in Falcon [--] launches while studying Starship environmental impacts https://t.co/6amD99COsv https://t.co/MOMtEVrZLR FAA approves increase in Falcon [--] launches while studying Starship environmental impacts https://t.co/6amD99COsv https://t.co/MOMtEVrZLR" [X Link](https://x.com/anyuser/status/1964871966172852617) 2025-09-08T02:02Z [----] followers, [----] engagements "$ASTS Picked up another 15k shares the entire sell off was off of fud. Starlink D2C constellation is likely up by 2028-2029 in the time being ASTS will have their entire constellation up and likely generating billions in revenue while also setting a high bar for incoming competition. This should be in the $40s at the moment and Im guessing once they actually begin launching were headed to $75 by years end. The target remains the same. Its conservative" [X Link](https://x.com/anyuser/status/1965808626305831312) 2025-09-10T16:04Z [----] followers, [----] engagements "$ASTS Where do I get my $75 by years end target Thats $25B market cap for a company operating as a monopoly for the next [--] years. I pull forward [----] expected Ebitda $1B give that a 25x multiple this ones pretty straight forward. If you put a 20% discount rate on that that implies the stock should be at $60 today and as the company executes it heads towards $75 by the time the milestone of launch and deployment is met. Thats likely to be by year end for a few more satellites" [X Link](https://x.com/anyuser/status/1965809769664643303) 2025-09-10T16:09Z [----] followers, [----] engagements "$ASTS Currently holding the 20w SMA 21w EMA (bull market support band) and fighting to get back above the parallel channel. With a catalyst (firm launch date of FM-1 Firstnet deal with a $ value Verizon DA Golden dome etc.) this likely heads back to ATH $60 and would likely challenge the [-----] Fibonacci level at $75 by years end with a successful launch and deployment of FM-1" [X Link](https://x.com/anyuser/status/1968706214503796983) 2025-09-18T15:58Z [----] followers, [----] engagements "$ASTS Ok thats all I needed Im buying more tomorrow. $ASTS: World Space Business Week President and Chief Strategy Officer Scott Wisniewski Video edited for Scott's interactions only. I also summarize in my own words below. BTW you're going to love the guy asking the last question. he pretty much sums up the attitude and vibe https://t.co/uHDfsq9pXV $ASTS: World Space Business Week President and Chief Strategy Officer Scott Wisniewski Video edited for Scott's interactions only. I also summarize in my own words below. BTW you're going to love the guy asking the last question. he pretty much" [X Link](https://x.com/anyuser/status/1968859094132855145) 2025-09-19T02:06Z [----] followers, [----] engagements "$ASTS @scottwisniews lit a 🔥 with his talk in Paris. Barring an overall market correction and liquidity coming out of the system this is headed back to ATH. Scott mentioned FM-1 is almost ready to leave the factory floor and many other MNO DAs are not far behind. Catalysts confirmed. $ASTS Currently holding the 20w SMA 21w EMA (bull market support band) and fighting to get back above the parallel channel. With a catalyst (firm launch date of FM-1 Firstnet deal with a $ value Verizon DA Golden dome etc.) this likely heads back to ATH $60 and would https://t.co/fBJZDLsqYy $ASTS Currently" [X Link](https://x.com/anyuser/status/1969035787040862554) 2025-09-19T13:48Z [----] followers, [----] engagements "$ASTS at some point well see a partnership between ASTS x Anduril @mrlubos @AST_SpaceMobile I am an investor in AST @mrlubos @AST_SpaceMobile I am an investor in AST" [X Link](https://x.com/anyuser/status/1969792123215188362) 2025-09-21T15:53Z [----] followers, [----] engagements "$ASTS autonomous warfighting systems require even more resilient communications. This partnership is a guarantee. $ASTS: When you invest in @AST_SpaceMobile youre investing alongside Palmer Luckey founder of @anduriltech. ✍ $ASTS: When you invest in @AST_SpaceMobile youre investing alongside Palmer Luckey founder of @anduriltech. ✍" [X Link](https://x.com/anyuser/status/1969917133124731349) 2025-09-22T00:10Z [----] followers, [----] engagements "$ASTS Up 3.3% in the overnight market while the rest of the market seems like its dumping. Major strength wouldnt be shocked if we break $50 this week with the ligado spectrum confirmation tomorrow. That spectrum is worth $20B and ASTS would essentially own it for the next [--] years" [X Link](https://x.com/anyuser/status/1969935410102255728) 2025-09-22T01:22Z [----] followers, [----] engagements "$ASTS The path to $75 EOY is clear" [X Link](https://x.com/anyuser/status/1970218584178872806) 2025-09-22T20:08Z [----] followers, [----] engagements "$ASTS 🤝 $VOD Ive increased my weighting in Vodafone to [------] shares this morning. [---] billion people remain offline and lose vital opportunities in a digital world 📶 It's our purpose to get everyone connected by expanding coverage in rural networks and working with the @UN to create solutions. Join us in our mission #UNGA80 [---] billion people remain offline and lose vital opportunities in a digital world 📶 It's our purpose to get everyone connected by expanding coverage in rural networks and working with the @UN to create solutions. Join us in our mission #UNGA80" [X Link](https://x.com/anyuser/status/1971599393968333177) 2025-09-26T15:35Z [----] followers, [----] engagements "Ive taken a small position in $OPEN in my L/S fund. Its one of those inevitable disruptors. Ill be looking to increase this position to over [------] shares over time I agree with @ericjackson that this could be $50B company in a short period of time" [X Link](https://x.com/anyuser/status/1972762893008720350) 2025-09-29T20:38Z [----] followers, 51.9K engagements "$ASTS 🤝 $VOD Touring @AST_SpaceMobiles Midland facilities recently our CEO Margherita Della Valle and members of the Vodafone team discussed how we can accelerate bringing satellite mobile broadband deployment across Europe 📶📱 Learn more: https://t.co/4dcxAdy6HP Touring @AST_SpaceMobiles Midland facilities recently our CEO Margherita Della Valle and members of the Vodafone team discussed how we can accelerate bringing satellite mobile broadband deployment across Europe 📶📱 Learn more: https://t.co/4dcxAdy6HP" [X Link](https://x.com/anyuser/status/1973083375943426350) 2025-09-30T17:51Z [----] followers, [----] engagements "$ASTS Catalyst season has officially begun. ✅ Short interest: 41M shares short I wouldnt be surprised if 10% of this (4M) cover tomorrow alone. Retest of ATH by EOW. BlueBird [--] has completed final assembly and testing and is ready for flight 🚀🚀🚀🚀🚀🚀 On October [--] it will head to India aboard an Antonov large cargo plane ✈ We are officially kicking off our next-gen launch campaign: BlueBird [--] is expected to ship to the Cape https://t.co/wUPzoGyLup BlueBird [--] has completed final assembly and testing and is ready for flight 🚀🚀🚀🚀🚀🚀 On October [--] it will head to India aboard an Antonov" [X Link](https://x.com/anyuser/status/1973152775799447682) 2025-09-30T22:27Z [----] followers, [----] engagements "$ASTS We broke through the .786 fib level aiming for a retest of ATH by EOW barring an overall market slip. Parallel channel above as resistance $63 once broken through Id expect testing of the $75-$90 range (with $90 being top parallel line resistance) this could occur by end of November as the company begins launch prepayments unlocked DAs signed Firstnet and other catalysts occur. I do expect $90 to hold as firm resistance until the company announces FM-1 is fully deployed and operational which could be by mid to end of December. So I wouldnt expect us to breach $100 until early 2026" [X Link](https://x.com/anyuser/status/1973479787860730138) 2025-10-01T20:07Z [----] followers, 17.3K engagements "$ASTS 🤝 $VOD Today we launched our new Mlaga Satellite Center with @AST_SpaceMobile & @InfoUMA. 📡 Europes first lab for integrated satellite/mobile broadband 📱 Seamless switching between satellite & 4G/5G 🌍 Driving Open RAN standards across Europe Discover more below Today we launched our new Mlaga Satellite Center with @AST_SpaceMobile & @InfoUMA. 📡 Europes first lab for integrated satellite/mobile broadband 📱 Seamless switching between satellite & 4G/5G 🌍 Driving Open RAN standards across Europe Discover more below" [X Link](https://x.com/anyuser/status/1973753713476108732) 2025-10-02T14:15Z [----] followers, [----] engagements "$ASTS UPDATE: nothings changed except we broke through $63 and are back in the previous parallel channel. $75 is a magnet but be prepared for momentum exhaustion $75-$90 even with new catalysts hitting at once over the next two months. As I mentioned $100 is a psychological level and that requires FM-1 to be deployed and fully operational. Id expect us to breach this by early Q1 [----] $ASTS We broke through the .786 fib level aiming for a retest of ATH by EOW barring an overall market slip. Parallel channel above as resistance $63 once broken through Id expect testing of the $75-$90 range" [X Link](https://x.com/anyuser/status/1973857661054791691) 2025-10-02T21:08Z [----] followers, 13.8K engagements "$ASTS Momentum remains strong. $75 is a 🧲. $ASTS UPDATE: nothings changed except we broke through $63 and are back in the previous parallel channel. $75 is a magnet but be prepared for momentum exhaustion $75-$90 even with new catalysts hitting at once over the next two months. As I mentioned $100 is a psychological $ASTS UPDATE: nothings changed except we broke through $63 and are back in the previous parallel channel. $75 is a magnet but be prepared for momentum exhaustion $75-$90 even with new catalysts hitting at once over the next two months. As I mentioned $100 is a psychological" [X Link](https://x.com/anyuser/status/1975004742981226849) 2025-10-06T01:06Z [----] followers, [----] engagements "$ASTS 🧲🧲🧲 $ASTS Momentum remains strong. $75 is a 🧲. $ASTS Momentum remains strong. $75 is a 🧲" [X Link](https://x.com/anyuser/status/1975236441887367276) 2025-10-06T16:27Z [----] followers, [----] engagements "$ASTS I see [--] scenarios for this year: [--]. My EOY floor PT $75 holds and stock consolidates if there is not anymore PR around contracts (Firstnet delayed no golden dome news no other USG or foreign defense/gov contracts announced) and maybe a delayed launch [--]. $90 PT if the company announces more partnerships and the Verizon DA (but still has a delayed launch firstnet gets delayed no golden dome news) [--]. $120-$150 PT if no launch delay (2 launches and FM-1 announced successfully deployed and operational) golden dome announced and AST is a participant (or) other USG/foreign gov/defense" [X Link](https://x.com/anyuser/status/1975291634263990567) 2025-10-06T20:06Z [----] followers, 123.5K engagements "$ASTS With 50M shares still short I think its increasingly likely that Elon or one of his buddies (Ron Barron) are short the stock. There is a pain threshold that would lead to a short covering and that could lead to a blistering rally that would last for days. Welcome to the road to $1000" [X Link](https://x.com/anyuser/status/1975296213470879811) 2025-10-06T20:24Z [----] followers, 13.6K engagements "$ASTS I get why. Too many catalysts not to take advantage of the momentum moving forward $ASTS Offering up to $800000000: https://t.co/zh6zlsO2df https://t.co/GeX7E5I2xP $ASTS Offering up to $800000000: https://t.co/zh6zlsO2df https://t.co/GeX7E5I2xP" [X Link](https://x.com/anyuser/status/1975537027828584840) 2025-10-07T12:21Z [----] followers, [----] engagements "$ASTS I took a call spread here for EOW; I do believe the ATM was strategic (golden dome war chest) and I think were headed higher. We likely breach the 🧲 target of $75 but not higher than $80 I took the $74 calls and sold the $80s" [X Link](https://x.com/anyuser/status/1975619564311564620) 2025-10-07T17:49Z [----] followers, [----] engagements "$ASTS This is institutional capital. $ASTS - $452K Call buyer https://t.co/2LSpurMelh $ASTS - $452K Call buyer https://t.co/2LSpurMelh" [X Link](https://x.com/anyuser/status/1975699717364588985) 2025-10-07T23:08Z [----] followers, [----] engagements "$ASTS This all makes so much sense now $ASTS I get why. Too many catalysts not to take advantage of the momentum moving forward $ASTS I get why. Too many catalysts not to take advantage of the momentum moving forward" [X Link](https://x.com/anyuser/status/1975896211011129609) 2025-10-08T12:09Z [----] followers, [----] engagements "$ASTS The Scotia analyst looks like a jackass right now" [X Link](https://x.com/anyuser/status/1975900525838381288) 2025-10-08T12:26Z [----] followers, [----] engagements "$ASTS Company likely tapping the ATM. Rule of thumb is 20% of daily traded volume sold so this should end in a few days" [X Link](https://x.com/anyuser/status/1975940380756742557) 2025-10-08T15:04Z [----] followers, [----] engagements "$ASTS We are in the midst of scenario 3: $120-$150 by early/mid Q1 [----] $ASTS I see [--] scenarios for this year: [--]. My EOY floor PT $75 holds and stock consolidates if there is not anymore PR around contracts (Firstnet delayed no golden dome news no other USG or foreign defense/gov contracts announced) and maybe a delayed launch [--]. $90 PT if the $ASTS I see [--] scenarios for this year: [--]. My EOY floor PT $75 holds and stock consolidates if there is not anymore PR around contracts (Firstnet delayed no golden dome news no other USG or foreign defense/gov contracts announced) and maybe a delayed" [X Link](https://x.com/anyuser/status/1976025134344671534) 2025-10-08T20:41Z [----] followers, 12K engagements "$ASTS Technicals to support the fundamentals: The potential path looks promising. Were likely to hold the mid-parallel channel which coincides with the [-----] at $75 that we have now definitively closed above. A retest is possible but hedge funds / institutional capital will swallow up shares in a retest scenario. The next resistance will coincide with the upper trend of the parallel which is the [-----] at exactly $100 per share there could be tremendous excitement from a Firstnet announcement or any other development prior to launch. I expect a test at $100 but not a definitive break until" [X Link](https://x.com/anyuser/status/1976045512261521451) 2025-10-08T22:02Z [----] followers, 18.5K engagements "$ASTS I almost spat out my coffee laughing so hard $ASTS - Zacks ups AST SpaceMobile Price Target to $93 from $73 and keeps a Neutral Rating They are currently the street high $ASTS - Zacks ups AST SpaceMobile Price Target to $93 from $73 and keeps a Neutral Rating They are currently the street high" [X Link](https://x.com/anyuser/status/1976299938154938690) 2025-10-09T14:53Z [----] followers, [----] engagements "$ASTS The TA remains in tact. $75 held in the post market. The company likely PRs the shipment of the satellites Sunday night or Monday pre-market which should help the stock hold its strength relative to the rest of the market $ASTS Technicals to support the fundamentals: The potential path looks promising. Were likely to hold the mid-parallel channel which coincides with the [-----] at $75 that we have now definitively closed above. A retest is possible but hedge funds / institutional capital will https://t.co/3YyE007Eij $ASTS Technicals to support the fundamentals: The potential path looks" [X Link](https://x.com/anyuser/status/1976792585093156913) 2025-10-10T23:30Z [----] followers, [----] engagements "$ASTS Anytime you want to add short exposure to hedge your main bag just short $IRDM. Its a perfect pair garbage stock headed to $0 anyways. In major liquidation events itll track on par with ASTS and lag far behind in face ripping rallies" [X Link](https://x.com/anyuser/status/1977459599222673615) 2025-10-12T19:41Z [----] followers, [----] engagements "$ASTS The break of [-----] ($100) is here are you prepared for price discovery $ASTS Technicals to support the fundamentals: The potential path looks promising. Were likely to hold the mid-parallel channel which coincides with the [-----] at $75 that we have now definitively closed above. A retest is possible but hedge funds / institutional capital will https://t.co/3YyE007Eij $ASTS Technicals to support the fundamentals: The potential path looks promising. Were likely to hold the mid-parallel channel which coincides with the [-----] at $75 that we have now definitively closed above. A retest is" [X Link](https://x.com/anyuser/status/1978181876553535543) 2025-10-14T19:31Z [----] followers, [----] engagements "$ASTS The road to $1000 This strength in momentum is credit to institutional accumulation. Its a rinse and repeat process for them and Im expecting violent price discovery once we definitively break $100" [X Link](https://x.com/anyuser/status/1978198923333562786) 2025-10-14T20:39Z [----] followers, [----] engagements "$ASTS I objectively agree with majority of what he wrote here. The fundamental (business model) and technical barriers to entry arent fully realized to the market yet. Similar to why $PLTR hype wont die down because theres a fundamental moat behind their software platform. This launch transitioning to growth stage rally is in early innings Id say 4-5th inning. The next few innings take it to the low $100s (think $100-$120) later innings in growth stage are where true price discovery takes the stock ($250 as a baseline and more depending on the broadening of the opportunity landscape) $ASTS" [X Link](https://x.com/anyuser/status/1979311448003408269) 2025-10-17T22:19Z [----] followers, [----] engagements "$ASTS Is it just me or is AST management excellent at managing their stock. The way I read it is they exhausted a bit of the ATM here in the $80s as insurance but the real use will be in the $100s its like they know where this is going and have the ammunition (PR) to get it there on a fundamental basis kudos to @scottwisniews excited for whats to come 🍻 We also find out in this filing that since the $800m ATM 10/8 was filed $ASTS has issued up to 10/15 2.56m shares. Raising roughly $220m at AVWAP of $86.6. About 2% of ADV & likely only on green days. Responsible & prudent use Add in" [X Link](https://x.com/anyuser/status/1979334564452733039) 2025-10-17T23:51Z [----] followers, 10.2K engagements "$ASTS Incremental strategic markets (that were unknown before) = Defense (opportunity becoming more clear as they continue to test technology with government likely not commercial) = need incrementally more satellites (dedicated constellation for government customer) = raise incremental capital to fund a separate constellation (show government funds to officially close a deal unlock upfront payments) = use a convert (with a strike close to $100) rather than exhaust ATM in the $80s Makes sense to me ✅" [X Link](https://x.com/anyuser/status/1980810077671158011) 2025-10-22T01:34Z [----] followers, [----] engagements "$ASTS $VOD $T $VZ Food for thought: the U.S. carriers are likely fucked long term from a growth perspective even with their investment in adjacent / complimentary services such as D2D. SpaceX/Starlink will gobble the marginal TAM growth rate and encroach on existing TAM for the carriers core businesses. The U.S. market is constrained from a population perspective and theres only so much these carriers can increase ARPU even with packaging new premium services. Yes theyll reduce costs but revenue growth will remain moderate to meek. Bottom line growth could see improvements leading to premium" [X Link](https://x.com/anyuser/status/1981853284353843538) 2025-10-24T22:40Z [----] followers, [----] engagements "$ASTS Gapping up in the overnight. The Starlink news is old news. My $120-$150 target by end of Q126 target remains in tact" [X Link](https://x.com/anyuser/status/1982602625658114520) 2025-10-27T00:17Z [----] followers, [----] engagements "$ASTS Conservative but realistic" [X Link](https://x.com/anyuser/status/1982603971266277444) 2025-10-27T00:23Z [----] followers, 23K engagements "$ASTS LFG ✅ Important Industry Update - 3GPP Release-19 L- and S- band RF & conformance packages are now stabilized. AST SpaceMobiles bands L and S profiles are on the 3GPP industry specifications supported by all major smartphone manufacturers 📱📶 With our MNO partners starting in https://t.co/nryS7mySvu Important Industry Update - 3GPP Release-19 L- and S- band RF & conformance packages are now stabilized. AST SpaceMobiles bands L and S profiles are on the 3GPP industry specifications supported by all major smartphone manufacturers 📱📶 With our MNO partners starting in" [X Link](https://x.com/anyuser/status/1982962147064983852) 2025-10-28T00:06Z [----] followers, [----] engagements "$ASTS Interesting that Vodafone (VOD) is up 4% on massive volume with no news with earnings coming up in [--] days while ASTS moved their earnings to November 10th (after Vodafone) I have a strong feeling there is a Satco announcement brewing (and I think well start talking revenue/prepayments). This is a big deal" [X Link](https://x.com/anyuser/status/1983215933981372888) 2025-10-28T16:54Z [----] followers, [----] engagements "$ASTS SpaceX acquiring $GSAT is further validation that theyre having issues with their next gen D2D system and may find value in globalstars XCOM RAN technology and will acquire Band 53/n53 spectrum. XCOM significantly increases capacity in dense wireless deployments and offers versatile channels for private 5G networks. GSATs infrastructure is also bent pipe which is the preferred method of data relay with other MNOs this is strategic but ASTs advantage is more clear now. Apple owns 85% of GSAT capacity so spacex wants the Apple business. I doubt Apple keeps this agreement in place without" [X Link](https://x.com/anyuser/status/1983971172908986728) 2025-10-30T18:56Z [----] followers, [----] engagements "$ASTS $120-$150 Q126 Nothings changed. Higher we go. $ASTS poked above a flag on the 30min chart. A measured move takes this towards $95. Perhaps FM2 delivery update happens by Monday to fuel the move *NFA https://t.co/7qDW9cEXDQ $ASTS poked above a flag on the 30min chart. A measured move takes this towards $95. Perhaps FM2 delivery update happens by Monday to fuel the move *NFA https://t.co/7qDW9cEXDQ" [X Link](https://x.com/anyuser/status/1984364362224816266) 2025-10-31T20:58Z [----] followers, [----] engagements "$ASTS I reiterate we are in scenario [--]. $120-$150 by Q126. Picked up another 10k shares today. Stay focused. Its catalyst season. $ASTS I see [--] scenarios for this year: [--]. My EOY floor PT $75 holds and stock consolidates if there is not anymore PR around contracts (Firstnet delayed no golden dome news no other USG or foreign defense/gov contracts announced) and maybe a delayed launch [--]. $90 PT if the $ASTS I see [--] scenarios for this year: [--]. My EOY floor PT $75 holds and stock consolidates if there is not anymore PR around contracts (Firstnet delayed no golden dome news no other USG or" [X Link](https://x.com/anyuser/status/1985413934778847450) 2025-11-03T18:29Z [----] followers, 20.5K engagements "$ASTS Stock currently trading down due to short pressure since this stock falls under the low quality basket fortunately event /catalyst driven trading shops will offset this pressure when the next sat is shipped to cape canaveral. I also think another MNO DA or Satco related contract could provide the relative strength the stock lacks at the moment. Theres not many stories out there with as many catalysts that could hit back to back proving the viability of the massive opportunity in front of us with this company. The company also has a knack for managing their stock right so expect news at" [X Link](https://x.com/anyuser/status/1985727089858003201) 2025-11-04T15:13Z [----] followers, 15.1K engagements "$ASTS Double bottom. $ASTS Stock currently trading down due to short pressure since this stock falls under the low quality basket fortunately event /catalyst driven trading shops will offset this pressure when the next sat is shipped to cape canaveral. I also think another MNO DA or Satco $ASTS Stock currently trading down due to short pressure since this stock falls under the low quality basket fortunately event /catalyst driven trading shops will offset this pressure when the next sat is shipped to cape canaveral. I also think another MNO DA or Satco" [X Link](https://x.com/anyuser/status/1985765302085591427) 2025-11-04T17:45Z [----] followers, 14.4K engagements "$ASTS Todays announcement that Satco will have its own constellation to provide the EU with its own sovereign D2C solution further reiterates we are in scenario [--]. Waiting for FM-2 to ship and were right on track. $120-$150 Q126 $ASTS I see [--] scenarios for this year: [--]. My EOY floor PT $75 holds and stock consolidates if there is not anymore PR around contracts (Firstnet delayed no golden dome news no other USG or foreign defense/gov contracts announced) and maybe a delayed launch [--]. $90 PT if the $ASTS I see [--] scenarios for this year: [--]. My EOY floor PT $75 holds and stock consolidates if" [X Link](https://x.com/anyuser/status/1986828192536256842) 2025-11-07T16:08Z [----] followers, [----] engagements "$ASTS If anyones curious about the scale: The total 12-year concession contract for the IRIS constellationis valued at [----] billion. This is a public-private partnership funded by a [--] billion contribution from the European Union and [---] million from the European Space Agency (ESA) with the remaining [---] billion coming from the private sector via the SpaceRISE consortium. The constellation itself will consist of approximately [---] satellites across multiple orbits. $ASTS: 🚨CANTOR FITZGERALD EQUITY RESEACH UPGRADES AST SPACEMOBILE PRICE TARGET TO $80 FROM $30 REITERATES OVERWEIGHT RATING 3Q25" [X Link](https://x.com/anyuser/status/1986859797489328327) 2025-11-07T18:14Z [----] followers, 10.8K engagements "$SBET Fair Value Per Share at Various ETH Prices Based on SharpLink Gamings (SBET) current estimated ETH holdings of approximately [------] ETH [------] million shares outstanding and the Digital Asset Treasury model Ive calculated the fair value per share for the requested ETH prices. These estimates blend: NAV per share: Primarily driven by ETH holdings (linear with ETH price) plus minor cash contributions. Staking yields: Annualized at [-----] ETH valued as a revenue stream with a multiple (conservative 20-30x to reflect growth potential) which scales with ETH price. Premium for growth/DAT" [X Link](https://x.com/anyuser/status/1986953796778618889) 2025-11-08T00:27Z [----] followers, [----] engagements "$ASTS USG contracts are coming ✅ Received new contract award with the U.S. Government as prime contractor subject to contract negotiations while continuing to perform against existing contracts" [X Link](https://x.com/anyuser/status/1987994478922395748) 2025-11-10T21:23Z [----] followers, [----] engagements "$ASTS Deutsche analyst Bryan Kraft: Did you win Iris2 Scott: we wont comment on any contracts WEVE WON yet" [X Link](https://x.com/anyuser/status/1988017502144917777) 2025-11-10T22:54Z [----] followers, 11K engagements "$ASTS $VOD Vodafone H1 FY26 Earnings: Momentum Building with Satellite Upside 🧵(1/2) The telecom giant is executing its transformation amid a consolidating Euro landscape with accelerating organic growth strategic integrations and untapped potential from its SatCo JV with AST SpaceMobile. Shares look undervalued at current levels trading at just 5.3x FY26 EV/EBITDA a discount to peers like Deutsche Telekom (7x) or Orange (6x). Heres a comprehensive breakdown including an updated Sum-of-the-Parts (SOTP) valuation incorporating satellite revenues. Target: 1.20/share (up 29% from current 0.93" [X Link](https://x.com/anyuser/status/1988283434360574454) 2025-11-11T16:31Z [----] followers, [----] engagements "$ASTS $56 was tested this morning and we got a bullish reversal marking more of a macro bottom. I believe as we head further into catalyst season with a few launches ahead and more DAs and contract announcements likely stock firmly finds itself above $70 with potential for a stronger breakout going into Q1 to test the highs $ASTS Mid-late Q1 target remains $120-$150 upon successful launches and operational satellites USG contract announcements and potentially a foreign defense deal Shorter term TA suggests a test of the 20w SMA and 21w EMA (bull market support band) at $56" [X Link](https://x.com/anyuser/status/1989373913042960710) 2025-11-14T16:44Z [----] followers, [----] engagements "$ASTS Stock has a strong bid today amidst the continuing sell off in specs and space names like $RKLB. I think theres news around the corner (FM2 shipment USG contract announcement etc)" [X Link](https://x.com/anyuser/status/1990799026401550537) 2025-11-18T15:07Z [----] followers, [----] engagements "$ASTS Event driven trading shops sniffing out a press release $ASTS Stock has a strong bid today amidst the continuing sell off in specs and space names like $RKLB. I think theres news around the corner (FM2 shipment USG contract announcement etc) $ASTS Stock has a strong bid today amidst the continuing sell off in specs and space names like $RKLB. I think theres news around the corner (FM2 shipment USG contract announcement etc)" [X Link](https://x.com/anyuser/status/1991159720552636658) 2025-11-19T15:00Z [----] followers, [----] engagements "Most are wondering why hes taking Scion private heres a thought: Im assuming Burry is taking a larger bet than publicly known and would rather do it with his own capital rather than deal with outside investors and their problems like he did pre and throughout the GFC where being early is bad on a mark to market basis but if hes playing with his own capital he just cares about being right in the end" [X Link](https://x.com/anyuser/status/1991196988927574518) 2025-11-19T17:28Z [----] followers, 31.3K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@deepvaluedude DVD
DVD posts on X about $asts, $vod, in the, target the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] -71%
- [--] Month [-------] +14%
- [--] Months [---------] +225%
- [--] Year [---------] +1,847%
Mentions: [--] #
- [--] Month [--] -11%
- [--] Months [---] +32%
- [--] Year [---] +266%
Followers: [-----] #
- [--] Week [-----] +1.20%
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- [--] Months [-----] +234%
- [--] Year [-----] +4,367%
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Social Influence
Social category influence finance 35.58% stocks 14.42% technology brands 5.77% celebrities 2.88% cryptocurrencies 2.88% social networks 1.92% currencies 1.92% automotive brands 0.96% travel destinations 0.96% countries 0.96%
Social topic influence $asts #343, $vod #4, in the 14.42%, target 13.46%, ast 11.54%, company 8.65%, dome 6.73%, $vz 5.77%, we are 5.77%, retest 5.77%
Top accounts mentioned or mentioned by @kevinlmak @astspacemobile @spacanpanman @scottwisniews @banyanlanecap @thekookreport @abelavellan @endlessfrank @kingtutcap @uzocapital @elonmusk @wallstreetbets @smatthewschultz @cleansparkinc @tmfassociates @vladsaigau @reformedtrader @vodafonegroup @mrlubos @anduriltech
Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Verizon Communications Inc. (VZ) AT&T Inc. (T) Rocket Lab USA, Inc. Common Stock (RKLB) T-Mobile (TMUS) CLEANSPARK INC (CLSK) Bitcoin (BTC) Amazon.com, Inc. (AMZN) Core Scientific, Inc. Common Stock (CORZ) CoreWeave, Inc (CRWV) Redwire Corporation (RDW) BlackSky Technology Inc. (BKSY) Opendoor Technologies Inc Common Stock (OPEN)
Top Social Posts
Top posts by engagements in the last [--] hours
"$ASTS $VOD Vodafone is a $20 stock trading at $12. $40+ by 2028-2030"
X Link 2025-10-28T15:45Z [----] followers, [----] engagements
"$ASTS Mid-late Q1 target remains $120-$150 upon successful launches and operational satellites USG contract announcements and potentially a foreign defense deal Shorter term TA suggests a test of the 20w SMA and 21w EMA (bull market support band) at $56"
X Link 2025-11-13T17:14Z [----] followers, [----] engagements
"$ASTS $VOD 🧵Vodafone Investment Thesis Current Price (2H FY26): $13 FY28 PT: $23 The Thesis in Brief: Vodafone has successfully transitioned from a distressed conglomerate into a disciplined growth-focused connectivity platform. The market is currently pricing VOD on backwards-looking metrics; fixated on the painful German MDU transition and historical debt bloat. This creates a dislocation. This view identifies three mispriced levers that will drive a re-rating in FY27 and continued multiple expansion beyond: Germany Turns the Corner: The operational drag from the TV Law change is fully"
X Link 2025-12-28T03:31Z [----] followers, 85.6K engagements
"$ASTS $ASTS: 🚨 AST SPACEMOBILE SUCCESSFULLY COMPLETES UNFOLDING OF BLUEBIRD [--] THE LARGEST COMMERCIAL COMMUNICATIONS ARRAY ANTENNA EVER DEPLOYED IN LOW EARTH ORBIT BlueBird [--] is the largest ever commercial communications array deployed in low Earth orbit designed to support cellular $ASTS: 🚨 AST SPACEMOBILE SUCCESSFULLY COMPLETES UNFOLDING OF BLUEBIRD [--] THE LARGEST COMMERCIAL COMMUNICATIONS ARRAY ANTENNA EVER DEPLOYED IN LOW EARTH ORBIT BlueBird [--] is the largest ever commercial communications array deployed in low Earth orbit designed to support cellular"
X Link 2026-02-11T01:24Z [----] followers, [----] engagements
"$ASTS Todays Verizon announcement of a new CAPEX strategy is a tell: [--]. MNOs realize SpaceX is coming for their lunch and they must change. NOW [--]. They will be heavily reliant on AST and do whatever it takes to ensure AST works and gets paid to continue to innovate and succeed [--]. Telcos are about to rerate due to massive FCF from cost cuts and new revenue opportunities from bundling SCS data (supplemental coverage from space) FWIW: I am long AST and Vodafone via [--] LEAPs. All telcos may win but the biggest winner will be the MNO who owns the largest market by potential subscribers and sheer"
X Link 2026-01-31T00:10Z [----] followers, 12.6K engagements
"$ASTS Verizon plans to reduce capex substantially moving forward. Plans to return 30% of market cap value back to shareholders over the next [--] years via buybacks and dividends. Although I believe Vodafone is the best MNO opportunity the Verizon LEAPs are cheap a nice sideplay (potential 3-5x). Im now long VZ Jan28 $45 strike calls (22% IV omitting dividend 10%). Stock could reprice to $55-$60 by expiration. Asymmetric. https://twitter.com/i/web/status/2018361751977480504 https://twitter.com/i/web/status/2018361751977480504"
X Link 2026-02-02T16:31Z [----] followers, 29.9K engagements
"$ASTS $VOD New [--] week high for Vodafone ✅"
X Link 2026-02-03T14:58Z [----] followers, [----] engagements
"$ASTS $VOD New [--] week high for Vodafone ✅ I expect a good earnings call this week for a powerful move past $16. Likely some consolidation thereafter but I see $20 as a milestone that well see this year"
X Link 2026-02-04T15:24Z [----] followers, [----] engagements
"$ASTS $TE $VOD $VZ Quick update: took a position (50000 shares in TE) agree with @spacanpanman and some of the other guys here company has an opportunity to rerate massively as the only U.S. based vertically integrated solar manufacturer with space-based LEO solar capabilities For VOD: expect an update soon on recent earnings. Were in line with what I expected nothing earth shattering but we love to see the increased buybacks and dividends. Thesis hasnt changed VZ: same thesis as Vodafone. Upside on LEAPs are attractive. https://twitter.com/i/web/status/2019812710721130818"
X Link 2026-02-06T16:37Z [----] followers, [----] engagements
"$ASTS The company is [--] legitimate announcement (BB6 unfolded and operational + BB7 shipment USG defense prime contract EXIM non-dilutive financing MNO DA w/ prepayment or revenue guarantee) away from us never having an opportunity to buy below $100. I would personally love it if the company raised $2-3B of additional capital to fully fund the entire constellation at $150+ per share. @scottwisniews @AbelAvellan https://twitter.com/i/web/status/2019904044475814098 https://twitter.com/i/web/status/2019904044475814098"
X Link 2026-02-06T22:40Z [----] followers, [----] engagements
"$ASTS Retest inbound. $ASTS No one wants to hear this but stock will have to at some point defend the psychological $100 level. My guess is macro volatility causes a retest. Itll be great spot to either load up on more shares or sell some cash secured puts for the next leg that takes us to $150+. $ASTS No one wants to hear this but stock will have to at some point defend the psychological $100 level. My guess is macro volatility causes a retest. Itll be great spot to either load up on more shares or sell some cash secured puts for the next leg that takes us to $150+"
X Link 2026-01-21T16:53Z [----] followers, [----] engagements
"@BanyanLaneCap @spacanpanman @thekookreport @endless_frank @kingtutcap @Uzocapital $TMUS is screwed because of their valuation. Either VZ and T multiples go up or TMUS multiple goes down. Either theres a convergence taking place imo going long T and VZ via leaps and short TMUS (dead money) is a decent pair trade"
X Link 2026-02-11T20:02Z [----] followers, [---] engagements
"@thekookreport $VOD is trading at 4.5x EV/EBITDA while industry trades at 7-13x and is carefully shifting their capex strategy to (capex light) enable broad adoption of D2D through $ASTS. This would not only grow their top line juice their margins. $VOD is the largest beneficiary of any MNO"
X Link 2025-03-10T03:25Z [----] followers, [----] engagements
"$ASTS I am opening up more $VOD calls strike $20 expiration Jan [----]. The joint venture (satco) should improve Vodafones reach to new users and make an appeal to existing users (benefiting the branding side of the business). The company has made some divestments from the Italian and Spanish markets. This has freed up cash to pay down debt. I believe net leverage should be 2-2.2x and the growth capex strategy from now on will be deliberate. With the company delevering intelligently while continuing to attempt to reach new markets via D2D with $ASTS the EBITDA (x) multiple should improve. With"
X Link 2025-03-17T20:13Z [----] followers, [----] engagements
"@elonmusk its become abundantly clear that there is a high likelihood my good friend is shorting his competitor @AST_SpaceMobile stock $asts . Though I am apolitical if you are a liberal/democrat stop burning teslas instead buy some ASTS stock its the legal way of making your point. @wallstreetbets"
X Link 2025-03-20T15:28Z [----] followers, [----] engagements
"$ASTS $T $VZ $VOD Just added [------] shares of Vodafone. Its a get paid to wait situation with what looks like a company in the midst of a turnaround is a flight to safety amidst the market volatility and will have growth tailwinds once ASTS launches commercial D2D services through their European joint venture satco which is effectively a monopoly that Vodafone spent nothing to create but should yield billions of dollars in market capitalization"
X Link 2025-03-28T20:03Z [----] followers, 10.1K engagements
"$CLSK covered my massive short profits today from when @smatthewschultz sold stock in the $20s reallocated at $6.67 before the tariff announcement. I am now bullish Bitcoin and see potential for @CleanSpark_Inc to generate meaningful FCF if bitcoin reaches expected range $135k"
X Link 2025-04-09T20:35Z [----] followers, [----] engagements
"$asts @TMFAssociates this may be everyones last chance to wish Tim well before he deletes Twitter for being on the wrong side of history"
X Link 2025-05-02T14:21Z [----] followers, [----] engagements
"$ASTS is about to have its $AMZN AWS moment"
X Link 2025-06-07T17:33Z [----] followers, [----] engagements
"$ASTS Currently have a $2.4M position (50k shares) will begin trimming at 52-$60 down to 10k shares. Plan is to diversify across telecom and comm services sector and I still see $VOD as the primary beneficiary of the confluence of tailwinds behind this sector D2D macroetc"
X Link 2025-06-23T17:27Z [----] followers, 36.1K engagements
"Im with @VladSaigau $ASTS $75 by mid July lines up with the Fibonacci extension [-----] in the former bull channel. Given all of the catalysts I wouldnt be surprised if we get there soon"
X Link 2025-06-26T21:40Z [----] followers, [----] engagements
"$CORZ Im in for a short term trade (3k shares $50k). Tomorrow takes us past $20 on the $CRWV M&A excitement. The sell-side (cantor Fitzgerald Roth Capital) indicating $30+ takeout price at $17 theres room to run short term even if they are way off"
X Link 2025-06-26T23:08Z [----] followers, [----] engagements
"$RKLB $ASTS $RDW $BKSY Defense tech / space is the new AI trend"
X Link 2025-06-28T18:12Z [----] followers, [----] engagements
"$ASTS $VOD It is time to be overweight the boring sector (telcos communication services). This will outperform every sector for the next decade. Think: stagnant cash cows - cash cows growing without the need for capital expenditure (in other words free cash flow monsters) $ASTS: Facebook's 10-Year Roadmap back in [----]. Zuck's Meta has yet to move successfully into "Connectivity" - a category that AST SpaceMobile covers nicely +Satellite +Terrestrial Solutions +Telco Infrastructure https://t.co/2dHglIqiDV $ASTS: Facebook's 10-Year Roadmap back in [----]. Zuck's Meta has yet to move successfully"
X Link 2025-06-29T20:14Z [----] followers, [----] engagements
"$ASTS The Elon Musk hedge: buy ASTS Trump is losing his cool with Musk https://t.co/jzSNrFND7S Trump is losing his cool with Musk https://t.co/jzSNrFND7S"
X Link 2025-07-01T05:09Z [----] followers, [----] engagements
"$ASTS $VOD Once wall st realizes that Vodafone will grab half of all D2D revenues in the eastern hemisphere through the joint venture the rerating will be biblical. Most of ASTS sales will be in the eastern hemisphere. ASTS and VOD are the same entity in that part of the world"
X Link 2025-07-04T16:50Z [----] followers, [----] engagements
"$ASTS Knowing what youre up against is important. It can make you anxious in your positioning if your intellectual counterparts have competitive advantages such as better information or greater logical reasoning. When its crap like this thats when you know to shove it all in. @Reformed_Trader Most of those names are not investors. And the ones that are didnt invest at a $16 billion valuation @Reformed_Trader Most of those names are not investors. And the ones that are didnt invest at a $16 billion valuation"
X Link 2025-07-04T18:54Z [----] followers, [----] engagements
"$ASTS $VOD 5% uptake conservative blended 35% revenue share (assume $3 add on for SCS $1 to Vodafone) (since other MNOs will have access) is an additional $1.8B revenue (80% margin). Bolsters Ebitda to $14B usd at 6.5x equates to $30 per share & supports a $1.5 dividend"
X Link 2025-07-04T19:59Z [----] followers, [----] engagements
"Vodafone Thesis: $ASTS $VOD Vodafone is the sleeper pick the eastern hemisphere monopoly behind the ASTS monopoly. For those interested in a concise Vodafone thesis see below: Current stock price: $10.78 $0.49 dividend [----] target price: $40+ $1.5+ dividend [--] year CAGR: 32% 5% while you wait The thesis for Vodafone is tangential to the thesis for AST Spacemobile (ASTS). Heres a link to a deep dive that will help you understand the opportunity trade space. Youll have to click into the pdf."
X Link 2025-07-05T23:13Z [----] followers, 431.6K engagements
"$ASTS $VOD Vodafone new [--] week high today"
X Link 2025-07-08T02:51Z [----] followers, [----] engagements
"$ASTS $75 EOY price target. https://www.pcmag.com/news/despite-spacex-protests-fcc-clears-ast-spacemobiles-massive-satellite https://www.pcmag.com/news/despite-spacex-protests-fcc-clears-ast-spacemobiles-massive-satellite"
X Link 2025-07-11T17:54Z [----] followers, 13.8K engagements
"$ASTS $VOD Those Vodafone dividends coming in handy. E53 AMG ☑"
X Link 2025-07-12T18:33Z [----] followers, [----] engagements
"$ASTS Loading $ASTS $75 EOY price target. https://t.co/9CHpzjzFRB $ASTS $75 EOY price target. https://t.co/9CHpzjzFRB"
X Link 2025-07-15T16:26Z [----] followers, [----] engagements
"$ASTS $VOD $VZ $T Full disclosure: Im long ASTS VOD via shares and considering adding to T & VZ Lets talk second order effects. People easily forget amidst wild animal spirits AST is purpose built for the MNOs. That means there is intrinsic incentives built in to the business model for MNOs to tie themselves to ASTs hip and ride the upside. The upside comes from capex reduction due to lessening need to deploy towers in rural areas and the initiatives to decommission towers where the marginal revenue vs marginal unit of cost per user acquired doesnt make sense on average for the network as a"
X Link 2025-07-16T00:59Z [----] followers, [----] engagements
"$ASTS While all of these jackass finance bloggers and Wall Street analysts remain neutral while upping price targets every week I remain overweight. Reiterate EOY Price Target: $75 $ASTS $75 EOY price target. https://t.co/9CHpzjzFRB $ASTS $75 EOY price target. https://t.co/9CHpzjzFRB"
X Link 2025-07-18T22:34Z [----] followers, [----] engagements
"$ASTS $VOD New [--] week highs 🍾🎉"
X Link 2025-07-21T13:42Z [----] followers, [----] engagements
"$ASTS $VOD The Second Order Effect. Anyone whos long ASTS needs to be long VOD. 1/ $ASTS: 🚨 VODAFONE DISCUSSES ITS CLOSE STRATEGIC PARTNERSHIP WITH AST SPACEMOBILE @VodafoneGroup May presentation covers its strategic partnership w/ AST Spacemobile: history technological development testing future plans for SatCo JV and Q&A YouTube: https://t.co/0AGoXYcf8u 1/ $ASTS: 🚨 VODAFONE DISCUSSES ITS CLOSE STRATEGIC PARTNERSHIP WITH AST SPACEMOBILE @VodafoneGroup May presentation covers its strategic partnership w/ AST Spacemobile: history technological development testing future plans for SatCo JV"
X Link 2025-07-27T18:24Z [----] followers, [----] engagements
"$ASTS Aligns with my $75 EOY Price Target $ASTS Monthly +16% Follow through month after big breakout candle shows strength for higher targets - raised capital and we got a small dip last week. TRM Long and nothing but Blue candles for months on end - $75 range is the target Holding firm with 3.5% position size after https://t.co/au6dJRVNV2 $ASTS Monthly +16% Follow through month after big breakout candle shows strength for higher targets - raised capital and we got a small dip last week. TRM Long and nothing but Blue candles for months on end - $75 range is the target Holding firm with 3.5%"
X Link 2025-07-28T18:54Z [----] followers, [----] engagements
"$VOD $ASTS Imagine a company that already makes $3B in FCF owns the largest bucket of non terrestrial D2D data (didnt pay much for it) has the largest geographical footprint of any MNO in the world but still valued the same as ASTS even though well split revenues 50/50 🤪"
X Link 2025-08-06T14:27Z [----] followers, [----] engagements
"$ASTS $VOD Conservative SOTP valuation model for Vodafone w/ Satco JV integrated in FY27 Expected return profile: 24.66% CAGR 5-7% dividend while you wait (dividends will be increasing)"
X Link 2025-08-06T16:26Z [----] followers, [----] engagements
"$ASTS My guess is we dump post earnings to $42 because theyll announce the delay but reiterate that theyre accelerating and everything else is on track. The dip will get bought aggressively. Have some cash ready"
X Link 2025-08-09T18:14Z [----] followers, 13.6K engagements
"$ASTS 🤝 $VOD Hmm 🧐 The R&D expense for Q2 [----] was approximately $6.2 million which is higher than the $4.46 million reported in Q2 [----]. This increase is associated with work on the joint venture and research hub with Vodafone"
X Link 2025-08-12T00:33Z [----] followers, [----] engagements
"$ASTS Reiterate BUY $75 price target by EOY 🚀BlueBird [--] is ready to ship in August and we are building microns and phased arrays for our next [--] satellites by early [----] - Starting our campaign of launches every one to two months on average during [----] and [----] - Over 400k sq ft of production facilities available soon - https://t.co/cCQ8IINyuT 🚀BlueBird [--] is ready to ship in August and we are building microns and phased arrays for our next [--] satellites by early [----] - Starting our campaign of launches every one to two months on average during [----] and [----] - Over 400k sq ft of production"
X Link 2025-08-22T22:05Z [----] followers, [----] engagements
"$ASTS $VOD I continue to dig and dig and dig. All I find is that Vodafone has a perpetual stock buyback in place and can opt to sell non-core assets to fully deleverage the balance sheet. This set up is insanely asymmetric especially as their JV with AST spacemobile is right around the corner from generating meaningful defense/gov and consumer revenues which isnt currently a segment thats being valued in any of the sell-sides models. Im calling it. $50+ stock by [----] $1+ per share dividends"
X Link 2025-08-24T21:44Z [----] followers, [----] engagements
"$ASTS $53 is the line in the sand for the upward parallel trend channel and will require a catalyst to break back into. Target remains $75 by EOY. Bull market support band remains between $37-$40 as support if we see general stock market weakness in September"
X Link 2025-08-26T18:38Z [----] followers, [----] engagements
"$ASTS If anyone wants to know my conviction I bought the dip. In size. [-----] shares on top of my existing bag. Well be at $75 EOY. Valhalla"
X Link 2025-09-05T14:03Z [----] followers, 24.5K engagements
"$ASTS More launch supply 🚀 FAA approves increase in Falcon [--] launches while studying Starship environmental impacts https://t.co/6amD99COsv https://t.co/MOMtEVrZLR FAA approves increase in Falcon [--] launches while studying Starship environmental impacts https://t.co/6amD99COsv https://t.co/MOMtEVrZLR"
X Link 2025-09-08T02:02Z [----] followers, [----] engagements
"$ASTS Picked up another 15k shares the entire sell off was off of fud. Starlink D2C constellation is likely up by 2028-2029 in the time being ASTS will have their entire constellation up and likely generating billions in revenue while also setting a high bar for incoming competition. This should be in the $40s at the moment and Im guessing once they actually begin launching were headed to $75 by years end. The target remains the same. Its conservative"
X Link 2025-09-10T16:04Z [----] followers, [----] engagements
"$ASTS Where do I get my $75 by years end target Thats $25B market cap for a company operating as a monopoly for the next [--] years. I pull forward [----] expected Ebitda $1B give that a 25x multiple this ones pretty straight forward. If you put a 20% discount rate on that that implies the stock should be at $60 today and as the company executes it heads towards $75 by the time the milestone of launch and deployment is met. Thats likely to be by year end for a few more satellites"
X Link 2025-09-10T16:09Z [----] followers, [----] engagements
"$ASTS Currently holding the 20w SMA 21w EMA (bull market support band) and fighting to get back above the parallel channel. With a catalyst (firm launch date of FM-1 Firstnet deal with a $ value Verizon DA Golden dome etc.) this likely heads back to ATH $60 and would likely challenge the [-----] Fibonacci level at $75 by years end with a successful launch and deployment of FM-1"
X Link 2025-09-18T15:58Z [----] followers, [----] engagements
"$ASTS Ok thats all I needed Im buying more tomorrow. $ASTS: World Space Business Week President and Chief Strategy Officer Scott Wisniewski Video edited for Scott's interactions only. I also summarize in my own words below. BTW you're going to love the guy asking the last question. he pretty much sums up the attitude and vibe https://t.co/uHDfsq9pXV $ASTS: World Space Business Week President and Chief Strategy Officer Scott Wisniewski Video edited for Scott's interactions only. I also summarize in my own words below. BTW you're going to love the guy asking the last question. he pretty much"
X Link 2025-09-19T02:06Z [----] followers, [----] engagements
"$ASTS @scottwisniews lit a 🔥 with his talk in Paris. Barring an overall market correction and liquidity coming out of the system this is headed back to ATH. Scott mentioned FM-1 is almost ready to leave the factory floor and many other MNO DAs are not far behind. Catalysts confirmed. $ASTS Currently holding the 20w SMA 21w EMA (bull market support band) and fighting to get back above the parallel channel. With a catalyst (firm launch date of FM-1 Firstnet deal with a $ value Verizon DA Golden dome etc.) this likely heads back to ATH $60 and would https://t.co/fBJZDLsqYy $ASTS Currently"
X Link 2025-09-19T13:48Z [----] followers, [----] engagements
"$ASTS at some point well see a partnership between ASTS x Anduril @mrlubos @AST_SpaceMobile I am an investor in AST @mrlubos @AST_SpaceMobile I am an investor in AST"
X Link 2025-09-21T15:53Z [----] followers, [----] engagements
"$ASTS autonomous warfighting systems require even more resilient communications. This partnership is a guarantee. $ASTS: When you invest in @AST_SpaceMobile youre investing alongside Palmer Luckey founder of @anduriltech. ✍ $ASTS: When you invest in @AST_SpaceMobile youre investing alongside Palmer Luckey founder of @anduriltech. ✍"
X Link 2025-09-22T00:10Z [----] followers, [----] engagements
"$ASTS Up 3.3% in the overnight market while the rest of the market seems like its dumping. Major strength wouldnt be shocked if we break $50 this week with the ligado spectrum confirmation tomorrow. That spectrum is worth $20B and ASTS would essentially own it for the next [--] years"
X Link 2025-09-22T01:22Z [----] followers, [----] engagements
"$ASTS The path to $75 EOY is clear"
X Link 2025-09-22T20:08Z [----] followers, [----] engagements
"$ASTS 🤝 $VOD Ive increased my weighting in Vodafone to [------] shares this morning. [---] billion people remain offline and lose vital opportunities in a digital world 📶 It's our purpose to get everyone connected by expanding coverage in rural networks and working with the @UN to create solutions. Join us in our mission #UNGA80 [---] billion people remain offline and lose vital opportunities in a digital world 📶 It's our purpose to get everyone connected by expanding coverage in rural networks and working with the @UN to create solutions. Join us in our mission #UNGA80"
X Link 2025-09-26T15:35Z [----] followers, [----] engagements
"Ive taken a small position in $OPEN in my L/S fund. Its one of those inevitable disruptors. Ill be looking to increase this position to over [------] shares over time I agree with @ericjackson that this could be $50B company in a short period of time"
X Link 2025-09-29T20:38Z [----] followers, 51.9K engagements
"$ASTS 🤝 $VOD Touring @AST_SpaceMobiles Midland facilities recently our CEO Margherita Della Valle and members of the Vodafone team discussed how we can accelerate bringing satellite mobile broadband deployment across Europe 📶📱 Learn more: https://t.co/4dcxAdy6HP Touring @AST_SpaceMobiles Midland facilities recently our CEO Margherita Della Valle and members of the Vodafone team discussed how we can accelerate bringing satellite mobile broadband deployment across Europe 📶📱 Learn more: https://t.co/4dcxAdy6HP"
X Link 2025-09-30T17:51Z [----] followers, [----] engagements
"$ASTS Catalyst season has officially begun. ✅ Short interest: 41M shares short I wouldnt be surprised if 10% of this (4M) cover tomorrow alone. Retest of ATH by EOW. BlueBird [--] has completed final assembly and testing and is ready for flight 🚀🚀🚀🚀🚀🚀 On October [--] it will head to India aboard an Antonov large cargo plane ✈ We are officially kicking off our next-gen launch campaign: BlueBird [--] is expected to ship to the Cape https://t.co/wUPzoGyLup BlueBird [--] has completed final assembly and testing and is ready for flight 🚀🚀🚀🚀🚀🚀 On October [--] it will head to India aboard an Antonov"
X Link 2025-09-30T22:27Z [----] followers, [----] engagements
"$ASTS We broke through the .786 fib level aiming for a retest of ATH by EOW barring an overall market slip. Parallel channel above as resistance $63 once broken through Id expect testing of the $75-$90 range (with $90 being top parallel line resistance) this could occur by end of November as the company begins launch prepayments unlocked DAs signed Firstnet and other catalysts occur. I do expect $90 to hold as firm resistance until the company announces FM-1 is fully deployed and operational which could be by mid to end of December. So I wouldnt expect us to breach $100 until early 2026"
X Link 2025-10-01T20:07Z [----] followers, 17.3K engagements
"$ASTS 🤝 $VOD Today we launched our new Mlaga Satellite Center with @AST_SpaceMobile & @InfoUMA. 📡 Europes first lab for integrated satellite/mobile broadband 📱 Seamless switching between satellite & 4G/5G 🌍 Driving Open RAN standards across Europe Discover more below Today we launched our new Mlaga Satellite Center with @AST_SpaceMobile & @InfoUMA. 📡 Europes first lab for integrated satellite/mobile broadband 📱 Seamless switching between satellite & 4G/5G 🌍 Driving Open RAN standards across Europe Discover more below"
X Link 2025-10-02T14:15Z [----] followers, [----] engagements
"$ASTS UPDATE: nothings changed except we broke through $63 and are back in the previous parallel channel. $75 is a magnet but be prepared for momentum exhaustion $75-$90 even with new catalysts hitting at once over the next two months. As I mentioned $100 is a psychological level and that requires FM-1 to be deployed and fully operational. Id expect us to breach this by early Q1 [----] $ASTS We broke through the .786 fib level aiming for a retest of ATH by EOW barring an overall market slip. Parallel channel above as resistance $63 once broken through Id expect testing of the $75-$90 range"
X Link 2025-10-02T21:08Z [----] followers, 13.8K engagements
"$ASTS Momentum remains strong. $75 is a 🧲. $ASTS UPDATE: nothings changed except we broke through $63 and are back in the previous parallel channel. $75 is a magnet but be prepared for momentum exhaustion $75-$90 even with new catalysts hitting at once over the next two months. As I mentioned $100 is a psychological $ASTS UPDATE: nothings changed except we broke through $63 and are back in the previous parallel channel. $75 is a magnet but be prepared for momentum exhaustion $75-$90 even with new catalysts hitting at once over the next two months. As I mentioned $100 is a psychological"
X Link 2025-10-06T01:06Z [----] followers, [----] engagements
"$ASTS 🧲🧲🧲 $ASTS Momentum remains strong. $75 is a 🧲. $ASTS Momentum remains strong. $75 is a 🧲"
X Link 2025-10-06T16:27Z [----] followers, [----] engagements
"$ASTS I see [--] scenarios for this year: [--]. My EOY floor PT $75 holds and stock consolidates if there is not anymore PR around contracts (Firstnet delayed no golden dome news no other USG or foreign defense/gov contracts announced) and maybe a delayed launch [--]. $90 PT if the company announces more partnerships and the Verizon DA (but still has a delayed launch firstnet gets delayed no golden dome news) [--]. $120-$150 PT if no launch delay (2 launches and FM-1 announced successfully deployed and operational) golden dome announced and AST is a participant (or) other USG/foreign gov/defense"
X Link 2025-10-06T20:06Z [----] followers, 123.5K engagements
"$ASTS With 50M shares still short I think its increasingly likely that Elon or one of his buddies (Ron Barron) are short the stock. There is a pain threshold that would lead to a short covering and that could lead to a blistering rally that would last for days. Welcome to the road to $1000"
X Link 2025-10-06T20:24Z [----] followers, 13.6K engagements
"$ASTS I get why. Too many catalysts not to take advantage of the momentum moving forward $ASTS Offering up to $800000000: https://t.co/zh6zlsO2df https://t.co/GeX7E5I2xP $ASTS Offering up to $800000000: https://t.co/zh6zlsO2df https://t.co/GeX7E5I2xP"
X Link 2025-10-07T12:21Z [----] followers, [----] engagements
"$ASTS I took a call spread here for EOW; I do believe the ATM was strategic (golden dome war chest) and I think were headed higher. We likely breach the 🧲 target of $75 but not higher than $80 I took the $74 calls and sold the $80s"
X Link 2025-10-07T17:49Z [----] followers, [----] engagements
"$ASTS This is institutional capital. $ASTS - $452K Call buyer https://t.co/2LSpurMelh $ASTS - $452K Call buyer https://t.co/2LSpurMelh"
X Link 2025-10-07T23:08Z [----] followers, [----] engagements
"$ASTS This all makes so much sense now $ASTS I get why. Too many catalysts not to take advantage of the momentum moving forward $ASTS I get why. Too many catalysts not to take advantage of the momentum moving forward"
X Link 2025-10-08T12:09Z [----] followers, [----] engagements
"$ASTS The Scotia analyst looks like a jackass right now"
X Link 2025-10-08T12:26Z [----] followers, [----] engagements
"$ASTS Company likely tapping the ATM. Rule of thumb is 20% of daily traded volume sold so this should end in a few days"
X Link 2025-10-08T15:04Z [----] followers, [----] engagements
"$ASTS We are in the midst of scenario 3: $120-$150 by early/mid Q1 [----] $ASTS I see [--] scenarios for this year: [--]. My EOY floor PT $75 holds and stock consolidates if there is not anymore PR around contracts (Firstnet delayed no golden dome news no other USG or foreign defense/gov contracts announced) and maybe a delayed launch [--]. $90 PT if the $ASTS I see [--] scenarios for this year: [--]. My EOY floor PT $75 holds and stock consolidates if there is not anymore PR around contracts (Firstnet delayed no golden dome news no other USG or foreign defense/gov contracts announced) and maybe a delayed"
X Link 2025-10-08T20:41Z [----] followers, 12K engagements
"$ASTS Technicals to support the fundamentals: The potential path looks promising. Were likely to hold the mid-parallel channel which coincides with the [-----] at $75 that we have now definitively closed above. A retest is possible but hedge funds / institutional capital will swallow up shares in a retest scenario. The next resistance will coincide with the upper trend of the parallel which is the [-----] at exactly $100 per share there could be tremendous excitement from a Firstnet announcement or any other development prior to launch. I expect a test at $100 but not a definitive break until"
X Link 2025-10-08T22:02Z [----] followers, 18.5K engagements
"$ASTS I almost spat out my coffee laughing so hard $ASTS - Zacks ups AST SpaceMobile Price Target to $93 from $73 and keeps a Neutral Rating They are currently the street high $ASTS - Zacks ups AST SpaceMobile Price Target to $93 from $73 and keeps a Neutral Rating They are currently the street high"
X Link 2025-10-09T14:53Z [----] followers, [----] engagements
"$ASTS The TA remains in tact. $75 held in the post market. The company likely PRs the shipment of the satellites Sunday night or Monday pre-market which should help the stock hold its strength relative to the rest of the market $ASTS Technicals to support the fundamentals: The potential path looks promising. Were likely to hold the mid-parallel channel which coincides with the [-----] at $75 that we have now definitively closed above. A retest is possible but hedge funds / institutional capital will https://t.co/3YyE007Eij $ASTS Technicals to support the fundamentals: The potential path looks"
X Link 2025-10-10T23:30Z [----] followers, [----] engagements
"$ASTS Anytime you want to add short exposure to hedge your main bag just short $IRDM. Its a perfect pair garbage stock headed to $0 anyways. In major liquidation events itll track on par with ASTS and lag far behind in face ripping rallies"
X Link 2025-10-12T19:41Z [----] followers, [----] engagements
"$ASTS The break of [-----] ($100) is here are you prepared for price discovery $ASTS Technicals to support the fundamentals: The potential path looks promising. Were likely to hold the mid-parallel channel which coincides with the [-----] at $75 that we have now definitively closed above. A retest is possible but hedge funds / institutional capital will https://t.co/3YyE007Eij $ASTS Technicals to support the fundamentals: The potential path looks promising. Were likely to hold the mid-parallel channel which coincides with the [-----] at $75 that we have now definitively closed above. A retest is"
X Link 2025-10-14T19:31Z [----] followers, [----] engagements
"$ASTS The road to $1000 This strength in momentum is credit to institutional accumulation. Its a rinse and repeat process for them and Im expecting violent price discovery once we definitively break $100"
X Link 2025-10-14T20:39Z [----] followers, [----] engagements
"$ASTS I objectively agree with majority of what he wrote here. The fundamental (business model) and technical barriers to entry arent fully realized to the market yet. Similar to why $PLTR hype wont die down because theres a fundamental moat behind their software platform. This launch transitioning to growth stage rally is in early innings Id say 4-5th inning. The next few innings take it to the low $100s (think $100-$120) later innings in growth stage are where true price discovery takes the stock ($250 as a baseline and more depending on the broadening of the opportunity landscape) $ASTS"
X Link 2025-10-17T22:19Z [----] followers, [----] engagements
"$ASTS Is it just me or is AST management excellent at managing their stock. The way I read it is they exhausted a bit of the ATM here in the $80s as insurance but the real use will be in the $100s its like they know where this is going and have the ammunition (PR) to get it there on a fundamental basis kudos to @scottwisniews excited for whats to come 🍻 We also find out in this filing that since the $800m ATM 10/8 was filed $ASTS has issued up to 10/15 2.56m shares. Raising roughly $220m at AVWAP of $86.6. About 2% of ADV & likely only on green days. Responsible & prudent use Add in"
X Link 2025-10-17T23:51Z [----] followers, 10.2K engagements
"$ASTS Incremental strategic markets (that were unknown before) = Defense (opportunity becoming more clear as they continue to test technology with government likely not commercial) = need incrementally more satellites (dedicated constellation for government customer) = raise incremental capital to fund a separate constellation (show government funds to officially close a deal unlock upfront payments) = use a convert (with a strike close to $100) rather than exhaust ATM in the $80s Makes sense to me ✅"
X Link 2025-10-22T01:34Z [----] followers, [----] engagements
"$ASTS $VOD $T $VZ Food for thought: the U.S. carriers are likely fucked long term from a growth perspective even with their investment in adjacent / complimentary services such as D2D. SpaceX/Starlink will gobble the marginal TAM growth rate and encroach on existing TAM for the carriers core businesses. The U.S. market is constrained from a population perspective and theres only so much these carriers can increase ARPU even with packaging new premium services. Yes theyll reduce costs but revenue growth will remain moderate to meek. Bottom line growth could see improvements leading to premium"
X Link 2025-10-24T22:40Z [----] followers, [----] engagements
"$ASTS Gapping up in the overnight. The Starlink news is old news. My $120-$150 target by end of Q126 target remains in tact"
X Link 2025-10-27T00:17Z [----] followers, [----] engagements
"$ASTS Conservative but realistic"
X Link 2025-10-27T00:23Z [----] followers, 23K engagements
"$ASTS LFG ✅ Important Industry Update - 3GPP Release-19 L- and S- band RF & conformance packages are now stabilized. AST SpaceMobiles bands L and S profiles are on the 3GPP industry specifications supported by all major smartphone manufacturers 📱📶 With our MNO partners starting in https://t.co/nryS7mySvu Important Industry Update - 3GPP Release-19 L- and S- band RF & conformance packages are now stabilized. AST SpaceMobiles bands L and S profiles are on the 3GPP industry specifications supported by all major smartphone manufacturers 📱📶 With our MNO partners starting in"
X Link 2025-10-28T00:06Z [----] followers, [----] engagements
"$ASTS Interesting that Vodafone (VOD) is up 4% on massive volume with no news with earnings coming up in [--] days while ASTS moved their earnings to November 10th (after Vodafone) I have a strong feeling there is a Satco announcement brewing (and I think well start talking revenue/prepayments). This is a big deal"
X Link 2025-10-28T16:54Z [----] followers, [----] engagements
"$ASTS SpaceX acquiring $GSAT is further validation that theyre having issues with their next gen D2D system and may find value in globalstars XCOM RAN technology and will acquire Band 53/n53 spectrum. XCOM significantly increases capacity in dense wireless deployments and offers versatile channels for private 5G networks. GSATs infrastructure is also bent pipe which is the preferred method of data relay with other MNOs this is strategic but ASTs advantage is more clear now. Apple owns 85% of GSAT capacity so spacex wants the Apple business. I doubt Apple keeps this agreement in place without"
X Link 2025-10-30T18:56Z [----] followers, [----] engagements
"$ASTS $120-$150 Q126 Nothings changed. Higher we go. $ASTS poked above a flag on the 30min chart. A measured move takes this towards $95. Perhaps FM2 delivery update happens by Monday to fuel the move *NFA https://t.co/7qDW9cEXDQ $ASTS poked above a flag on the 30min chart. A measured move takes this towards $95. Perhaps FM2 delivery update happens by Monday to fuel the move *NFA https://t.co/7qDW9cEXDQ"
X Link 2025-10-31T20:58Z [----] followers, [----] engagements
"$ASTS I reiterate we are in scenario [--]. $120-$150 by Q126. Picked up another 10k shares today. Stay focused. Its catalyst season. $ASTS I see [--] scenarios for this year: [--]. My EOY floor PT $75 holds and stock consolidates if there is not anymore PR around contracts (Firstnet delayed no golden dome news no other USG or foreign defense/gov contracts announced) and maybe a delayed launch [--]. $90 PT if the $ASTS I see [--] scenarios for this year: [--]. My EOY floor PT $75 holds and stock consolidates if there is not anymore PR around contracts (Firstnet delayed no golden dome news no other USG or"
X Link 2025-11-03T18:29Z [----] followers, 20.5K engagements
"$ASTS Stock currently trading down due to short pressure since this stock falls under the low quality basket fortunately event /catalyst driven trading shops will offset this pressure when the next sat is shipped to cape canaveral. I also think another MNO DA or Satco related contract could provide the relative strength the stock lacks at the moment. Theres not many stories out there with as many catalysts that could hit back to back proving the viability of the massive opportunity in front of us with this company. The company also has a knack for managing their stock right so expect news at"
X Link 2025-11-04T15:13Z [----] followers, 15.1K engagements
"$ASTS Double bottom. $ASTS Stock currently trading down due to short pressure since this stock falls under the low quality basket fortunately event /catalyst driven trading shops will offset this pressure when the next sat is shipped to cape canaveral. I also think another MNO DA or Satco $ASTS Stock currently trading down due to short pressure since this stock falls under the low quality basket fortunately event /catalyst driven trading shops will offset this pressure when the next sat is shipped to cape canaveral. I also think another MNO DA or Satco"
X Link 2025-11-04T17:45Z [----] followers, 14.4K engagements
"$ASTS Todays announcement that Satco will have its own constellation to provide the EU with its own sovereign D2C solution further reiterates we are in scenario [--]. Waiting for FM-2 to ship and were right on track. $120-$150 Q126 $ASTS I see [--] scenarios for this year: [--]. My EOY floor PT $75 holds and stock consolidates if there is not anymore PR around contracts (Firstnet delayed no golden dome news no other USG or foreign defense/gov contracts announced) and maybe a delayed launch [--]. $90 PT if the $ASTS I see [--] scenarios for this year: [--]. My EOY floor PT $75 holds and stock consolidates if"
X Link 2025-11-07T16:08Z [----] followers, [----] engagements
"$ASTS If anyones curious about the scale: The total 12-year concession contract for the IRIS constellationis valued at [----] billion. This is a public-private partnership funded by a [--] billion contribution from the European Union and [---] million from the European Space Agency (ESA) with the remaining [---] billion coming from the private sector via the SpaceRISE consortium. The constellation itself will consist of approximately [---] satellites across multiple orbits. $ASTS: 🚨CANTOR FITZGERALD EQUITY RESEACH UPGRADES AST SPACEMOBILE PRICE TARGET TO $80 FROM $30 REITERATES OVERWEIGHT RATING 3Q25"
X Link 2025-11-07T18:14Z [----] followers, 10.8K engagements
"$SBET Fair Value Per Share at Various ETH Prices Based on SharpLink Gamings (SBET) current estimated ETH holdings of approximately [------] ETH [------] million shares outstanding and the Digital Asset Treasury model Ive calculated the fair value per share for the requested ETH prices. These estimates blend: NAV per share: Primarily driven by ETH holdings (linear with ETH price) plus minor cash contributions. Staking yields: Annualized at [-----] ETH valued as a revenue stream with a multiple (conservative 20-30x to reflect growth potential) which scales with ETH price. Premium for growth/DAT"
X Link 2025-11-08T00:27Z [----] followers, [----] engagements
"$ASTS USG contracts are coming ✅ Received new contract award with the U.S. Government as prime contractor subject to contract negotiations while continuing to perform against existing contracts"
X Link 2025-11-10T21:23Z [----] followers, [----] engagements
"$ASTS Deutsche analyst Bryan Kraft: Did you win Iris2 Scott: we wont comment on any contracts WEVE WON yet"
X Link 2025-11-10T22:54Z [----] followers, 11K engagements
"$ASTS $VOD Vodafone H1 FY26 Earnings: Momentum Building with Satellite Upside 🧵(1/2) The telecom giant is executing its transformation amid a consolidating Euro landscape with accelerating organic growth strategic integrations and untapped potential from its SatCo JV with AST SpaceMobile. Shares look undervalued at current levels trading at just 5.3x FY26 EV/EBITDA a discount to peers like Deutsche Telekom (7x) or Orange (6x). Heres a comprehensive breakdown including an updated Sum-of-the-Parts (SOTP) valuation incorporating satellite revenues. Target: 1.20/share (up 29% from current 0.93"
X Link 2025-11-11T16:31Z [----] followers, [----] engagements
"$ASTS $56 was tested this morning and we got a bullish reversal marking more of a macro bottom. I believe as we head further into catalyst season with a few launches ahead and more DAs and contract announcements likely stock firmly finds itself above $70 with potential for a stronger breakout going into Q1 to test the highs $ASTS Mid-late Q1 target remains $120-$150 upon successful launches and operational satellites USG contract announcements and potentially a foreign defense deal Shorter term TA suggests a test of the 20w SMA and 21w EMA (bull market support band) at $56"
X Link 2025-11-14T16:44Z [----] followers, [----] engagements
"$ASTS Stock has a strong bid today amidst the continuing sell off in specs and space names like $RKLB. I think theres news around the corner (FM2 shipment USG contract announcement etc)"
X Link 2025-11-18T15:07Z [----] followers, [----] engagements
"$ASTS Event driven trading shops sniffing out a press release $ASTS Stock has a strong bid today amidst the continuing sell off in specs and space names like $RKLB. I think theres news around the corner (FM2 shipment USG contract announcement etc) $ASTS Stock has a strong bid today amidst the continuing sell off in specs and space names like $RKLB. I think theres news around the corner (FM2 shipment USG contract announcement etc)"
X Link 2025-11-19T15:00Z [----] followers, [----] engagements
"Most are wondering why hes taking Scion private heres a thought: Im assuming Burry is taking a larger bet than publicly known and would rather do it with his own capital rather than deal with outside investors and their problems like he did pre and throughout the GFC where being early is bad on a mark to market basis but if hes playing with his own capital he just cares about being right in the end"
X Link 2025-11-19T17:28Z [----] followers, 31.3K engagements
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