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# ![@spacanpanman Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1330341195860615170.png) @spacanpanman Anp🅰️nman

AST SpaceMobile ($ASTS) has made significant strides lately, including a 10-year commercial agreement with Saudi Telecom to provide space-based cellular broadband connectivity. The company also announced partnerships with other major telecom companies, such as AT&T, Bell Canada, and América Móvil, to deliver direct-to-device satellite services. These developments have generated substantial interest and attention in the industry.

### Engagements: XXXXXX [#](/creator/twitter::1330341195860615170/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1330341195860615170/c:line/m:interactions.svg)

- X Week XXXXXXXXX +269%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +100%
- X Year XXXXXXXXXX +244%

### Mentions: XX [#](/creator/twitter::1330341195860615170/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1330341195860615170/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX +62%
- X Year XXXXX +170%

### Followers: XXXXXX [#](/creator/twitter::1330341195860615170/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1330341195860615170/c:line/m:followers.svg)

- X Week XXXXXX +1.10%
- X Month XXXXXX +2.90%
- X Months XXXXXX +37%
- X Year XXXXXX +69%

### CreatorRank: XXXXXXX [#](/creator/twitter::1330341195860615170/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1330341195860615170/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [celebrities](/list/celebrities)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$asts](/topic/$asts) #5, [spacex](/topic/spacex) #69, [$krknf](/topic/$krknf) #8, [$pngv](/topic/$pngv) #3, [ai](/topic/ai) #7117, [$18b](/topic/$18b) #8, [$te](/topic/$te) #18, [solar](/topic/solar) #470, [$175m](/topic/$175m) #2, [bullish](/topic/bullish) #369

**Top accounts mentioned or mentioned by**
[@catse___apex___](/creator/undefined) [@defiantclient2](/creator/undefined) [@silberschmelzer](/creator/undefined) [@thekookreport](/creator/undefined) [@jacobkeeton20](/creator/undefined) [@grok](/creator/undefined) [@catseapex](/creator/undefined) [@bernabebm01](/creator/undefined) [@stratacritical](/creator/undefined) [@guywithumbrella](/creator/undefined) [@anishp144](/creator/undefined) [@omniaeronautica](/creator/undefined) [@dan_tmt](/creator/undefined) [@corey407woc](/creator/undefined) [@sean3333a](/creator/undefined) [@_ninjaplatypus_](/creator/undefined) [@pivotalcapital](/creator/undefined) [@rocketlab](/creator/undefined) [@amitisinvesting](/creator/undefined) [@endlessfrank](/creator/undefined)

**Top assets mentioned**
[AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Globalstar, Inc. (GSAT)](/topic/$gsat) [Apple, Inc. (AAPL)](/topic/$aapl) [Fluidity (FLY)](/topic/$fly) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Butterfly Network, Inc. (BFLY)](/topic/$bfly) [Adaptive Biotechnologies Corporation Common Stock (ADPT)](/topic/$adpt) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Enovix Corporation Common Stock (ENVX)](/topic/$envx)
### Top Social Posts
Top posts by engagements in the last XX hours

"$ASTS $RKLB: BIG IF TRUE SpaceX Tells Investors Its Aiming For Late 2026 IPO (The Information) Elon Musks SpaceX has told investors and financial institution representatives that it is aiming for an initial public offering in the second half of next year according to two people familiar with the discussions. The talks come as SpaceX considers holding a sale of shares held by investors and employees that would value the company at $XXX billion double its valuation in a sale this summer in what would make it the most valuable private company. The company is considering a public listing of the"  
[X Link](https://x.com/spacanpanman/status/1997027868782874721)  2025-12-05T19:38Z 36.5K followers, 44.3K engagements


"1/ $ASTS: 🚨AST SPACEMOBILE HAS ALREADY SOLVED THE HEAT DISSIPATION ISSUE FACING POTENTIAL SPACE DATA CENTER APPLICATIONS AST SpaceMobile's patented micron tiles act like giant radiators that dissipate heat generated from the FPGAs/ASICs that are embedded in each tile. You can easily imagine AI-specific GPUs TPUs ASICs and/or FPGAs embedded into a micron w/ solar array on one side and the phased array removed. 🔍Patent Number: US 11021270 B2 Title: Thermal management system for structures in space Date of Patent: June X 2021 Assignee: AST & Science LLC Inventors: Abel Avellan Huiwen Yao"  
[X Link](https://x.com/spacanpanman/status/1996679371306778779)  2025-12-04T20:33Z 36.5K followers, 122.3K engagements


"$ASTS: Interesting that the 100KW per satellite generation required for AI data centers in space that Elon refers to matches that of AST SpaceMobile's Block-2 BlueBird satellite which can generate 100KW to 120KW of solar power from its microns. WE ARE NOT BULLISH ENOUGH"  
[X Link](https://x.com/spacanpanman/status/1997720046622343210)  2025-12-07T17:29Z 36.5K followers, 79.5K engagements


"$ASTS: So how many processors can a Block-2 BlueBird support According to @CatSE___ApeX___ : One processor per antenna element position XXX m2 and .1612 per element (0025921 m2) 199/0025921 = 7368 elements So roughly 7368 FPGAs or ASICs We'd have to dig in more to see what the comparable number of AI GPUs or TPUs would be for a specialized data center AST SpaceMobile DataBird"  
[X Link](https://x.com/spacanpanman/status/1997776444236210456)  2025-12-07T21:13Z 36.5K followers, 10.7K engagements


"$FLY $RKLB: FireFly now trading at a slight premium to Rocket Lab on Last 6-Month Annualized Revenue Multiple. It'll be interesting to see what FireFly projections look like when investment banks initiate research coverage in the coming weeks"  
[X Link](https://x.com/spacanpanman/status/1954915617942700381)  2025-08-11T14:39Z 36.4K followers, 6769 engagements


"$ASTS $GSAT $AAPL: Without 1) large phased array satellites and 2) Mobile Network Operator lowband cellular spectrum (600-900MHz) this is what you get:"  
[X Link](https://x.com/spacanpanman/status/1987548660083675339)  2025-11-09T15:51Z 36.4K followers, 15.2K engagements


"$ASTS: 🚨AST SPACEMOBILE ANNOUNCES BLUEBIRD-6 LAUNCH DATE OF DECEMBER 15TH KICKING OFF MULTI-LAUNCH CAMPAIGN FOR 45-60 SATELLITES AND 2026 COMMERCIAL SERVICE"  
[X Link](https://x.com/spacanpanman/status/1991855803519918101)  2025-11-21T13:06Z 36.4K followers, 36.3K engagements


"$ASTS: Adriana Cisneros CEO of Cisneros Group and AST SpaceMobile Board Member recently acquired XXX shares at $XXXXX on the open market for her children's trusts which owns 784077 shares. My guess is XXX x $XXXXX = $19045 which is very close to the 2025 $19000 gift limit that a parent can give to their child tax free per year"  
[X Link](https://x.com/spacanpanman/status/1993032841916252509)  2025-11-24T19:03Z 36.4K followers, 62.5K engagements


"$ASTS: Blue Origin New Glenn launch capacity ramping up 💪"  
[X Link](https://x.com/spacanpanman/status/1996575322574049489)  2025-12-04T13:40Z 36.4K followers, 8732 engagements


"@roundrockpolice This is really smart"  
[X Link](https://x.com/spacanpanman/status/1996583848814014487)  2025-12-04T14:14Z 36.4K followers, 18.5K engagements


"@silberschmelzer Parody account confirmed"  
[X Link](https://x.com/spacanpanman/status/1997003079208542465)  2025-12-05T18:00Z 36.4K followers, 3398 engagements


"@wildensebeel We have a partnership with both MNOs is Qatar - Oreedoo and Vodafone"  
[X Link](https://x.com/spacanpanman/status/1997296785501692022)  2025-12-06T13:27Z 36.4K followers, XXX engagements


"2/ $ASTS: Key excerpts from the interview Starlink's true intention of competing against MNOs comes out: Chamath: "Elon is your vision for this that instead of you know having an AT&T account and then roaming when you're in the UK or in India we could have one direct deal with Starlink It works all over the world eventually not today but at some point. Is that the end goal" Elon: "Yes" Chamath: "That basically we don't need a regional carrier. We have a global carrier and that would be you." Elon: "That would be one of the options. To be clear we're not going to put the other carriers out of"  
[X Link](https://x.com/spacanpanman/status/1965642222826590413)  2025-09-10T05:03Z 36.5K followers, 45.4K engagements


"$ASTS: Government owned Saudi Telecom selected AST SpaceMobile for a 10-Year commercial agreement w/ $175M of prepaid revenue and minimum revenue commitments valued over $1.8B 🧩The US and KSA executed a wide ranging defense pact - the puzzle pieces are clicking into place"  
[X Link](https://x.com/spacanpanman/status/1991162568300204350)  2025-11-19T15:12Z 36.5K followers, 29.1K engagements


"$PGY: Pagaya Technologies Ltd. has closed RPM 2025-6 a $XXX million auto asset-backed securitization (ABS) marking another strong execution within the Companys ongoing Auto ABS program. The transaction highlights Pagayas continued ability to deliver consistent high-quality assets to its investor base the Company stated. RPM 2025-6 was priced in line with market conditions and attracted both new and returning investors who have participated in multiple prior RPM transactions reaffirming the strength of our collateral and the structure we provide said Sahil Chandiramani Pagayas Head of Capital"  
[X Link](https://x.com/spacanpanman/status/1996214285102424191)  2025-12-03T13:45Z 36.5K followers, 11.7K engagements


"$KRKNF $PNG.V:"  
[X Link](https://x.com/spacanpanman/status/1996228763806277897)  2025-12-03T14:43Z 36.5K followers, 15.6K engagements


"$ASTS: FirstNet Deputy Executive Director and CTO Jeff Bratcher toured AST SpaceMobile production facilities along with personnel from AT&T Texas Dept of Public Safety Boulder County Colorado Sheriff's Office DHS Customs and Border Protection and First Responder Network Authority. These folks performed phone calls text messages and other broadband applications on "FirstNet from Space" via AST SpaceMobile satellites. "The AST SpaceMobile facilities are amazing and we are all very excited for what this technology and capability will bring in the future for public safety communications in areas"  
[X Link](https://x.com/spacanpanman/status/1996786900779032579)  2025-12-05T03:41Z 36.5K followers, 41.2K engagements


"$TE: 🔋T1 Energy Consensus Estimates Revenue / EBITDA 2025: $814M / $27M 2026: $1.2B / $112M 2027: $1.5B / $273M 2028: 1.8B / $426M"  
[X Link](https://x.com/spacanpanman/status/1996915619468603491)  2025-12-05T12:12Z 36.5K followers, 10.8K engagements


"$TE: To put the 2.0GW fixed-margin offtake contract in context - T1 is sold out for 2025 based on its 2.6GW production plan. T1 expects to reach 4.5GW annualized production in Q4 2025 and will reach 5.0GW in 2026. The new customer today just soaked up XX% of 2026's production output. 🔥"  
[X Link](https://x.com/spacanpanman/status/1996970326291276133)  2025-12-05T15:50Z 36.5K followers, 12.2K engagements


"$ASTS: 🚨WE ARE NOT BULLISH ENOUGH SpaceX in Talks for Share Sale That Would Boost Valuation to $XXX Billion -- WSJ By Berber Jin and Corrie Driebusch (Wall Street Journal) -- SpaceX is kicking off a secondary share sale that would value the rocket-maker at $XXX billion people familiar with the matter said surpassing OpenAI to make it the most valuable U.S. private company. The company's Chief Financial Officer Bret Johnsen told investors about the sale in recent days the people said. The $XXX billion valuation is double the $XXX billion value it fetched in a recent secondary share sale."  
[X Link](https://x.com/spacanpanman/status/1997014834332815637)  2025-12-05T18:46Z 36.5K followers, 225.8K engagements


"$ASTS: 📡 Starlink accounts for 65-70% of SpaceX's valuation which implies a valuation of $XXX to $XXX BILLION AST SpaceMobile's market cap is $XX Billion"  
[X Link](https://x.com/spacanpanman/status/1997016079474782223)  2025-12-05T18:51Z 36.5K followers, 185.1K engagements


"$ASTS: Well that escalated quickly. Starlink vs. AST SpaceMobile valuation over time"  
[X Link](https://x.com/spacanpanman/status/1997040831501316533)  2025-12-05T20:30Z 36.5K followers, 51.7K engagements


"$ASTS $RKLB: And there it is Bloomberg confirms that SpaceX share sale is at $750-800 Billion valuation. SpaceX Said to Offer Shares at Record-Setting Valuation By Ed Ludlow Eric Johnson and Loren Grush (Bloomberg) -- SpaceX is preparing to sell insider shares in a transaction that would value Elon Musks rocket and satellite maker at a valuation higher than OpenAIs record-setting $XXX billion people familiar with the matter said. One of the people briefed on the deal said that the share price under discussion is higher than $XXX apiece which would value SpaceX at between $XXX billion and $800"  
[X Link](https://x.com/spacanpanman/status/1997046803188142327)  2025-12-05T20:53Z 36.5K followers, 12K engagements


"$KRKNF $PNG.V: 🦑Kraken Robotics provides the ears (sonar) and heart (batteries) for Anduril's UUVs"  
[X Link](https://x.com/spacanpanman/status/1997053971643449751)  2025-12-05T21:22Z 36.5K followers, 6451 engagements


"$ASTS: There's a meme I post showing a beat up investor saying "Stop giving me your toughest battles" and in reply Jesus says "You literally just have to hold ASTS" This is one of my retirement accounts that I rarely trade. Can you guess what the largest position is"  
[X Link](https://x.com/spacanpanman/status/1997325803470622964)  2025-12-06T15:22Z 36.5K followers, 25.4K engagements


"It's not a matter of if they'll do this. They aren't going to make space hardened cells and modules. However they sell components that can be used for it . The key point is that Silicon-based cells and modules are in use by Starlink and AST SpaceMobile and other space apps which will drive demand which is good for the market overall. I've done more digging and it looks like Rocket Lab's Gallium Arsenide specialty solution is focused on extreme missions where weight efficiency and high tolerance to environments where failure is not an option. RKLB's solution is very expensive and will be"  
[X Link](https://x.com/spacanpanman/status/1998072809306640843)  2025-12-08T16:50Z 36.5K followers, XXX engagements


"Interesting"  
[X Link](https://x.com/spacanpanman/status/1998141078852239742)  2025-12-08T21:22Z 36.5K followers, 10K engagements


"$ASTS: "WE CAN DEPLOY MORE POWER TO ORBIT FASTER AND CHEAPER WITH LARGER ARRAYS THAN ANYONE IN THE HISTORY OF CIVILIZATION" - Scott Wisniewski"  
[X Link](https://x.com/spacanpanman/status/1998142285083505094)  2025-12-08T21:26Z 36.5K followers, 24.4K engagements


"$KRKNF $PNG.V: Industry observers speculate that Krakren Robotics powered Anduril Ghost Shark will be a beneficiary of Boeings Orca XLUUV and GARC USV program cancellations Navy Looks To Cancel Orca XLUUV And GARC USV Programs In Favor Of Others Memo Says - Defense Daily"  
[X Link](https://x.com/spacanpanman/status/1993393894206169211)  2025-11-25T18:58Z 36.5K followers, 9883 engagements


"$KRKNF $PNG.V:"  
[X Link](https://x.com/spacanpanman/status/1993774990181978183)  2025-11-26T20:12Z 36.5K followers, 24.6K engagements


"$ASTS: New short sellers spreading old recycled FUD that was refuted long ago on AST SpaceMobile investors who have held for X years"  
[X Link](https://x.com/spacanpanman/status/1997901439507808351)  2025-12-08T05:29Z 36.5K followers, 9431 engagements


"$KRKNF $PNG.V: He who controls the seas controls the world The proliferation of UUVs will be staggering"  
[X Link](https://x.com/spacanpanman/status/1998156651921281353)  2025-12-08T22:24Z 36.5K followers, 7960 engagements


"@ButterflyNetInc @JMRothberg Nice move today $BFLY offers higher 2020E-2024E CAGR of XX% vs. XX% for disruptive peers $ADPT and $BLI. At comparable 2023E / 2024E revenue multiples $BFLY could trade up to $XX - $XX per share. #spacs #spacsquad"  
[X Link](https://x.com/spacanpanman/status/1362136605713129474)  2021-02-17T20:27Z 36.5K followers, XX engagements


"$GRAB JP Morgan initiation Overweight at $XXXXX Price Target from 12/3. PS - be aware how much stock is available to trade per the company's slide below"  
[X Link](https://x.com/spacanpanman/status/1468244825413664774)  2021-12-07T15:43Z 36.5K followers, XX engagements


"$ENVX Cantor update"  
[X Link](https://x.com/spacanpanman/status/1610631064862474241)  2023-01-04T13:35Z 36.5K followers, 8234 engagements


"$ASTS: Abel speaking to +50 Global MNO partners as commercial service is launched AT&T Verizon Vodafone Bell Canada Rakuten Saudi Telecom Telefonica Telecom Argentina TIM Zain Orange VI Claro America Movil And many more"  
[X Link](https://x.com/spacanpanman/status/1973756338112180479)  2025-10-02T14:25Z 36.5K followers, 12.9K engagements


"$ASTS: Scott Wisniewski Bloomberg Interview: "We actually have investment from about X different MNOs around the world" AT&T ✅ Bell ✅ Rakuten ✅ Verizon ✅ Vodafone ✅ So which MNO is #6 America Movil or Saudi Telecom"  
[X Link](https://x.com/spacanpanman/status/1974106769241878978)  2025-10-03T13:38Z 36.5K followers, 21.4K engagements


"$ASTS: Kingdom of Saudi Arabia - Soon AST SpaceMobile has been working closely with Saudi Telecom Mobily (Etisalat) and Zain KSA to provide XXX% nationwide coverage for KSA. These MNOs account for XXXX% of the KSA's 52.5M wireless subscribers"  
[X Link](https://x.com/spacanpanman/status/1976265444282577012)  2025-10-09T12:36Z 36.5K followers, 17.4K engagements


"$ASTS: IoT is a massive opportunity that AST SpaceMobile's MNO partners such as AT&T Verizon Vodafone Bell Saudi Telecom Telefonica Orange etc will be selling directly to or via OEM partners to enterprise customers IoT connected devices will DWARF X billion mobile phones IoT = assets tractors cars vans trucks robots drones SO MANY THINGS"  
[X Link](https://x.com/spacanpanman/status/1983166357630767475)  2025-10-28T13:37Z 36.5K followers, 12.8K engagements


"2/ $ASTS: weblink to Saudi Telecom announcement on Saudi stock exchange:"  
[X Link](https://x.com/spacanpanman/status/1983518485855781187)  2025-10-29T12:57Z 36.5K followers, 6061 engagements


"$ASTS: Saudi Telecom has 29M mobile subscribers. It covers an additional XX markets that include Egype Morocco Algeria Iraq Yemen Syria Tunisia Libya Jordan Oman Kuwait Lebanon Bahrain Sudan and Djibouti which represent a potential TAM of XXX MILLION SUBSCRIBERS"  
[X Link](https://x.com/spacanpanman/status/1983529673582579910)  2025-10-29T13:41Z 36.5K followers, 21.3K engagements


"$ASTS: No founder-CEO is hustling harder than @AbelAvellan. Welcoming AT&T CEO John Stankey in Midland TX to tour BB satellite production and then jetting to Riyadh to sign a ground breaking 10-year strategic definitive commercial agreement with Saudi Telecom"  
[X Link](https://x.com/spacanpanman/status/1983543962980769804)  2025-10-29T14:38Z 36.5K followers, 17.3K engagements


"$ASTS: Now that we have a Saudi Telecom definitive commercial agreement w/ $175M prepaid revenue and minimum contracted revenue over XX years worth $1.8B annually expect Research Analysts to upgrade their ratings and price targets in the coming days"  
[X Link](https://x.com/spacanpanman/status/1983555248019915250)  2025-10-29T15:23Z 36.5K followers, 11.8K engagements


"1/ $ASTS: In January 2025 Saudi Telecom won a $8.7B government contract to build and operate telecommunications infrastructure services that will launch in Q4 of 2026. I believe AST SpaceMobile is a critical piece to this contract. Saudi Arabia's STC Group wins $XXX bln government contract By Reuters DUBAI Jan XX (Reuters) - Saudi Arabia's largest telecoms operator STC Group opens new tab on Tuesday said it won a contract worth XXXXX billion riyals ($8.70 billion) from a government entity to build operate and provide telecommunications infrastructure services. The contract has a duration of"  
[X Link](https://x.com/spacanpanman/status/1983888455798075736)  2025-10-30T13:27Z 36.5K followers, 9398 engagements


"2/ $ASTS: Also SAMI which is the national defense and security company owned by PIF signed new agreements with Saudi Telecom in February 2025 to develop digital solutions for defense and security. Again I think AST SpaceMobile will be a critical piece to enable these solutions which will likely include a Saudi Arabian version of Firstnet"  
[X Link](https://x.com/spacanpanman/status/1983888457681215879)  2025-10-30T13:27Z 36.5K followers, 3907 engagements


"$ASTS: 🚨 THROUGH SAUDI TELECOM AST SPACEMOBILE WILL ACCESS 60MHZ OF 2GHZ SPECTRUM FOR BROADBAND DIRECT-TO-DEVICE SERVICE IN THE KINGDOM OF SAUDI ARABIA In December 2022 Saudi Arabia's regulator CST auctioned 60MHz of 2GHz spectrum to be used for Non-Terrestrial Networks over XX years through 2038 AST SpaceMobile's partner Saudi Telecom won ALL 60MHz of this spectrum which includes 2x 30MHz channels: + Uplink: 1980-2010MHz +Downlink: 2170-2200MHz This S-Band spectrum along with AST's Ligado L-Band spectrum will be utilized by the new Block-3 BlueBird satellites ✅Saudi Telecom + AST"  
[X Link](https://x.com/spacanpanman/status/1983896342947622950)  2025-10-30T13:58Z 36.5K followers, 33.1K engagements


"$ASTS: 🧩This is an absolutely critical piece of the puzzle. AST SpaceMobile and Saudi Telecom are BEST POSITIONED to engage with regulators in each of these countries to procure S-Band spectrum for next-generation BlueBird Block-3 satellite service. Partnering with MNOs that have a local presence is a game changer for the regulatory process. ✅Saudi Telecom + AST SpaceMobile will also be well positioned to win additional S-Band spectrum license in the countries where STC operates which include Kuwait Libya Syria Oman Yemen Bahrain Jordan Iraq Algeria Morocco Egypt Lebanon Djibouti Tunisia and"  
[X Link](https://x.com/spacanpanman/status/1983909377158299741)  2025-10-30T14:50Z 36.5K followers, 17.5K engagements


"$ASTS: Abel at AST SpaceMobile HQ this week announcing $XXX Billion Saudi Telecom definitive commercial agreement Happy Halloween SpcaM🎃b"  
[X Link](https://x.com/spacanpanman/status/1984357546787029416)  2025-10-31T20:31Z 36.5K followers, 31K engagements


"$ASTS: 🧩 Saudi Telecom and Telefnica both partners of AST SpaceMobile expand their partnership w/ agmt on satellite and teleport services + Stc signed a $1.8B 10-yr commercial agmt with AST + Stc owns XX% of Telefnica + AST has a MOU w/ Telefnica"  
[X Link](https://x.com/spacanpanman/status/1984989718057029919)  2025-11-02T14:23Z 36.5K followers, 28.2K engagements


"$ASTS: BTW Cantor doesn't even cover the Verizon commercial agreement and Saudi Telecom +$1.8B 10-Year commercial agreement in this upgrade (they last published in August). Cantor just focuses on the Vodafone SatCo JV news today 🤤"  
[X Link](https://x.com/spacanpanman/status/1986844922297602312)  2025-11-07T17:15Z 36.5K followers, 14.7K engagements


"$TE: T1 Energy 1-Month implied volatility has spiked to XXX% and 1-Year at 155%. The TE/WS warrants just traded at $XXXX or an implied volatility of 137%. Trading at XXX% implied volatility gets you to $XXXX. It's unclear if implied volatility will remain at these elevated levels. The Q3 update is this Friday 11/14 @ 8am"  
[X Link](https://x.com/spacanpanman/status/1987951167171608895)  2025-11-10T18:31Z 36.5K followers, 8621 engagements


"1/ $ASTS: Summary of key nuggets from Q3 update below. First a few things that really stood out to me: 1) Over $X billion in aggregate contracted revenue commitments from commercial partners 2) 9th contract award from US government 3) Saudi Telecom $175M prepayment to be made by 2025 YE 4) New control bus manufacturing is the key critical path item now. BB7 is delayed by X months BB8-10 delayed by X month and then eventually the entire deployment plan gets back to original plan by Feb/Mar timeframe 5) Still targeting X sats / month by 2025 YE 6) AST has been developing an AI engine that will"  
[X Link](https://x.com/spacanpanman/status/1988107309092909187)  2025-11-11T04:51Z 36.5K followers, 47.2K engagements


"$ASTS: Saudi Arabia's sovereign wealth fund PIF owns XX% of Saudi Telecom and a decent sized stake in SpaceX After evaluating Starlink D2C Saudi Telecom chose to execute a 10-Year Definitive Commercial Agreement with AST SpaceMobile valued at over $XXX billion"  
[X Link](https://x.com/spacanpanman/status/1988253470978163162)  2025-11-11T14:32Z 36.5K followers, 26.6K engagements


"$ASTS: T-Mobile parent Deutsche Telekom providing insight that Starlink's V3 Direct-to-Cell satellites that will be able to utilize Echostar AWS-4 spectrum . Won't be deployed until 2028 or 2029 👀"  
[X Link](https://x.com/spacanpanman/status/1989376115383890359)  2025-11-14T16:53Z 36.5K followers, 18.2K engagements


"$ASTS: 🧩 Government owned Saudi Telecom announced a 10-year +$1.8B deal with AST SpaceMobile on October 29th"  
[X Link](https://x.com/spacanpanman/status/1990423224857874480)  2025-11-17T14:14Z 36.5K followers, 23.3K engagements


"$ASTS: 💰"As we get closer to commercial service the economic rents you can charge goes up" Non-dilutive MNO commercial prepaid revenue: AT&T $20M Vodafone $25M Verizon $65M Saudi Telecom $175M"  
[X Link](https://x.com/spacanpanman/status/1991161192501354773)  2025-11-19T15:06Z 36.5K followers, 9545 engagements


"It's time for the face ripping rally into year end Every article in Bloomberg since the weekend has been bearish quoting various strategists that the market is going to correct lower % of Short Market Value in GS Non-profitable Tech GS Hedge Fund VIP vs. Most Short Index The ingredients are now all in place"  
[X Link](https://x.com/spacanpanman/status/1991310174200492295)  2025-11-20T00:58Z 36.5K followers, 32.5K engagements


"$ASTS: With Verizon and Saudi Telecom Definitive Agreements in hand and launches imminent its time to run it back and retake $XXX 🚀 Happy Thanksgiving 🦃"  
[X Link](https://x.com/spacanpanman/status/1993785110299332932)  2025-11-26T20:53Z 36.5K followers, 15.2K engagements


"$SRTA: Excited to host @StrataCritical Co-CEOs Will Heyburn and Melissa Tomkiel on Thursday December 4th @ 11AM ET Come join to learn more about one of nation's largest air transport and surgical services network"  
[X Link](https://x.com/spacanpanman/status/1994073399635665262)  2025-11-27T15:58Z 36.5K followers, 42.5K engagements


"$TE: Last December T1 Energy acquired Trina's US solar mfg assets in a sweetheart deal as a result of US regulatory pressure. This transaction reminds me of when Constellation Brands got a sweetheart deal to buy Grupo Modelo's US beer assets from AB InBev in 2012. AB InBev had to divest US Corona and Modelo to Constellation in order to secure Department of Justice merger approval. Investors that bought Constellation in the $20-30s absolutely crushed it as the stock went on to hit $200-$250 in the following years"  
[X Link](https://x.com/spacanpanman/status/1995887577514099092)  2025-12-02T16:07Z 36.5K followers, 15.4K engagements


"@BassonBrain @SpaceX Yes Starlink is going to take T-Mobile AT&T Verizon and the handset guys Apple and Samsung head on"  
[X Link](https://x.com/spacanpanman/status/1996748209012551723)  2025-12-05T01:07Z 36.5K followers, 2674 engagements


"$ASTS: Stock finishes the week up XXXX% XX more days until BlueBird-6 launch 🚀"  
[X Link](https://x.com/spacanpanman/status/1997058468386349370)  2025-12-05T21:40Z 36.5K followers, 18.5K engagements


"@tottaway22 @SneedTech @TMobile"  
[X Link](https://x.com/spacanpanman/status/1997084550959075509)  2025-12-05T23:23Z 36.5K followers, XXX engagements


"@MBarnard241 You and Hennessy Funds found out the same way - being invested in $AMT and then asking why they were invested in $ASTS"  
[X Link](https://x.com/spacanpanman/status/1997292708868882848)  2025-12-06T13:11Z 36.5K followers, XXX engagements


"@m_MTG63 I doubt a deal would get through antitrust review. Also buying an MNO would alienate any current and future MNO partners in other countries. Gotta think a few steps ahead"  
[X Link](https://x.com/spacanpanman/status/1997384326263038432)  2025-12-06T19:15Z 36.5K followers, XXX engagements


"In the early days @thekookreport and I did our best to bring awareness to ASTS any way we could. Once we were introduced to some bigwig at the United Traders discord. We pitched him on ASTS for 20-30 mins like he was the Wizard of Oz and we were the Tin Man and Lion. XX mins into it I thought to myself "am I really doing this" lol"  
[X Link](https://x.com/spacanpanman/status/1950381181737845202)  2025-07-30T02:21Z 36.5K followers, 8118 engagements


"$ASTS: CARLOS SLIM'S AMERICAN MOVIL MAKES STRATEGIC INVESTMENT IN AST SPACEMOBILE - CAMPESTRE By Crisstian Villicana - 9/21/2025 The Mexican telecommunications company Amrica Mvil has decided to strengthen its investments in the United States China and Europe. Carlos Slim the corporation's president carried out a multi-million dollar transaction worth $XX billion with AST SpaceMobile (USA) as well as with various companies in China and Europe. With this investment AST SpaceMobile will gain even greater strength and expansion in its country by establishing commercial relations with Amrica Mvil"  
[X Link](https://x.com/spacanpanman/status/1969968951623909733)  2025-09-22T03:36Z 36.5K followers, 98.1K engagements


"$ASTS: Saudi Telecom will also get preferential commercial terms for its other markets including: It also grants stc rights under preferential commercial terms in Kuwait Oman Yemen Bahrain Jordan Iraq Algeria Morocco and Egypt (upon availability) with these terms being equivalent to the best terms granted to any other telecom operator"  
[X Link](https://x.com/spacanpanman/status/1983522990781321520)  2025-10-29T13:15Z 36.5K followers, 7484 engagements


"$ASTS: 🚨SPACE IS THE FUTURE 🧩Data Centers in Space There's only one company that has novel unfolding architectures to deploy the most powerful and largest solar and phased arrays in low earth orbit to support massive processing power and high capacity communications backed by over 3800 patent and patent pending claims = AST SpaceMobile. Microns may end up being the building blocks for the future of space-powered AI. $ASTS $RKLB and perhaps $FLY should rally on this news tomorrow and beyond. Sam Altman Has Explored Deal to Build Competitor to Elon Musk's SpaceX By Berber Jin (Wall Street"  
[X Link](https://x.com/spacanpanman/status/1996429299306332292)  2025-12-04T04:00Z 36.5K followers, 57.4K engagements


"1/ $KRKNF $PNG.V: Kraken Robotics is a highly profitable and rapidly growing supplier of platforms batteries and sensors for deep sea applications in both military (70%) and commercial (30%) markets w/ significant rerating potential to $X to $XX per share A living 🧵"  
[X Link](https://x.com/spacanpanman/status/1983616498116771926)  2025-10-29T19:26Z 36.5K followers, 117.9K engagements


"$GSAT $AAPL $ASTS $IRDM: SpaceX's interest in Globalstar More trick than treat🎃💀 Reviewing the X leaked articles from The Information and Bloomberg I believe they came from Globalstar and its advisors. A big and obvious tell is this quote: "At the same time the chair of Globalstar James Monroe has talked to associates about the possibility of selling his satellite company for more than $XX billion said people who heard him make the remarks (Globalstars current market capitalization is $XXX billion)." This information from Globalstar is to set price expectations for potential buyers that if"  
[X Link](https://x.com/spacanpanman/status/1984663430863671796)  2025-11-01T16:46Z 36.5K followers, 81K engagements


"$GSAT: Apple can claim default and demand repayment of its infrastructure payments since milestones were not met. This could be reason for Globalstar leaking stories of potential SpaceX interest in order to buy more time with Apple"  
[X Link](https://x.com/spacanpanman/status/1986878825876127811)  2025-11-07T19:30Z 36.5K followers, 17.3K engagements


"$ASTS 🚨 SAUDI TELECOM ANNOUNCES SIGNING OF XX YEAR STRATEGIC PARTNERSHIP AGREEMENT TO PROVIDE SPACED-BASED TELECOM SERVICES WITH AST SPACEMOBILE The agreement includes a commercial partnership to provide satellite communications services across the Kingdom of Saudi Arabia and several countries in the Middle East and Africa (Libya Syria Lebanon Djibouti Tunisia Sudan) relying on AST SpaceMobile technology for direct connectivity to unmodified smart devices DETAILS FILED ON SAUDI EXCHANGE:"  
[X Link](https://x.com/spacanpanman/status/1983516393434689845)  2025-10-29T12:48Z 36.5K followers, 214.7K engagements


"$ASTS:🚨APPLE AST SPACEMOBILE VODAFONE AND OTHERS SUBMIT JOINT PROPOSAL IN 3GPP RAN4 FOR L- AND S-BAND SPECTRUM ✅Maps NTN L- and S-band NR/NB-IoT bands to ETSI MSS standards ✅Lays out a work plan and 2026 timeline for RAN4 to define ETSI requirements and A-MPR rules so devices using these NTN bands can be ETSI-compliant"  
[X Link](https://x.com/spacanpanman/status/1992998522782658804)  2025-11-24T16:47Z 36.5K followers, 183.9K engagements


"$ASTS: Remember these two words as we learn about Golden Dome awards in the coming months "Polar Orbit""  
[X Link](https://x.com/spacanpanman/status/1993161226227269933)  2025-11-25T03:34Z 36.5K followers, 42.8K engagements


"$ASTS: I'm ignoring the noise and bought this morning"  
[X Link](https://x.com/spacanpanman/status/1995523300353884550)  2025-12-01T16:00Z 36.5K followers, 11.6K engagements


"$TE: T1 Energy expects to start monetizing $93M of section 45X production tax credits in Q4 which will be a nice catalyst 🔥 "In addition we accrued $XX million of section 45X production tax credits through 3Q and we expect to monetize those credits in the fourth quarter. We are currently exchanging term sheets. Aligned with our 4Q production and sales ramp we expect to generate a similar amount of 45X credits in the fourth quarter that we expect to monetize in 1Q '26.""  
[X Link](https://x.com/spacanpanman/status/1996297515432595914)  2025-12-03T19:16Z 36.5K followers, 17.1K engagements


"$ASTS is a $1000 stock"  
[X Link](https://x.com/spacanpanman/status/1996388665082417488)  2025-12-04T01:18Z 36.5K followers, 40.7K engagements


"$SRTA: Reminder that I'll be hosting co-CEOs Melissa Tomkiel and Will Heyburn of Strata Critical today at 11am EST. Come join live or replay the recording"  
[X Link](https://x.com/spacanpanman/status/1996590641409576983)  2025-12-04T14:41Z 36.5K followers, 5843 engagements


"2/ $ASTS: You can read a more detailed overview put together by @intalia51 here"  
[X Link](https://x.com/spacanpanman/status/1996679373781717098)  2025-12-04T20:33Z 36.5K followers, 9405 engagements


"$KRKNF $PNG.V"  
[X Link](https://x.com/spacanpanman/status/1996695680882966913)  2025-12-04T21:38Z 36.5K followers, 10.9K engagements


"$BAER: 🔥 Bridger Aerospace Board Chair Jeffrey Kelter just acquired 300000 shares on the open market at $XXXX for a total of $540000"  
[X Link](https://x.com/spacanpanman/status/1996698850296258900)  2025-12-04T21:51Z 36.5K followers, 15.6K engagements


"@silberschmelzer @MWM76 @SilbergleitJr @endless_frank That's a cute little $ASTS chart from your free TradingView trial subscription you have there. How about you zoom out a bit for those of us who have held since the low single digits"  
[X Link](https://x.com/spacanpanman/status/1996750042577748037)  2025-12-05T01:14Z 36.5K followers, 2706 engagements


"$ASTS: Sometimes there's so much news out there that we forget that AST SpaceMobile signed a 10-year definitive commercial agreement with Saudi Telecom w/ $XXX million of prepaid revenue and minimum revenue commitment valued over $XXX billion"  
[X Link](https://x.com/spacanpanman/status/1996941805984616862)  2025-12-05T13:56Z 36.5K followers, 16K engagements


"ECONOMY: LET'S GOOOO 🚀Consumer Sentiment Rises 🚀Consumer Short and Long run Inflation expectations falls to XX month lows 🚀 Core PCE Price Index Inline"  
[X Link](https://x.com/spacanpanman/status/1996958573692133560)  2025-12-05T15:03Z 36.5K followers, 7123 engagements


"$BAER: This large open market purchase by the Chair of the Board is very bullish. The company has US legislative tailwinds that will increase demand for its aerial firefighting capabilities in 2026. Additionally @BDeveran has been doing some deep researching and it appears Bridger is positioned to win some defense work through its recently acquired FMS subsidiary. The recent sale leaseback debt refinancings and acquisition of X additional super scoopers have transformed the company's financial flexibility to pursue additional strategic opportunities. At a $100M market cap and $661M enterprise"  
[X Link](https://x.com/spacanpanman/status/1996965790826844568)  2025-12-05T15:32Z 36.5K followers, 5164 engagements


"$TE: T1 Energy warrant update. Implied volatility has been picking up as the stock continues to have big swings and outperforms. 60-day realized volatility is now at 147%. If you look out to listed July 2026 $XX calls I think a reasonable implied volatility is 115%. Plugging this figure into the $XXXXX warrants which expire 7/9/26 gives you an implied price of 66c vs. where they last traded at 57c"  
[X Link](https://x.com/spacanpanman/status/1996972053354651971)  2025-12-05T15:56Z 36.5K followers, 5583 engagements


"$ASTS: SpaceX in Talks for Share Sale That Would Boost Valuation to $XXX Billion -- Update By Berber Jin Corrie Driebusch and Micah Maidenberg (Wall Street Journal) -- SpaceX is kicking off a secondary share sale that would value the rocket maker at $XXX billion people familiar with the matter said surpassing OpenAI to make it the most valuable U.S. private company. The company's Chief Financial Officer Bret Johnsen told investors about the sale in recent days the people said. The $XXX billion valuation is double the $XXX billion value it fetched in a recent secondary share sale. SpaceX"  
[X Link](https://x.com/spacanpanman/status/1997033946836562261)  2025-12-05T20:02Z 36.5K followers, 39.6K engagements


"$TMUS $T $VZ $ASTS: ZeroHedge - SpaceX has taken one step toward becoming a direct competitor to AT&T Verizon and T-Mobile. Its Starlink subsidiary quietly filed to register the "Starlink Mobile" trademark on Oct. XX signaling plans to enter the wireless carrier business"  
[X Link](https://x.com/spacanpanman/status/1997167125400813937)  2025-12-06T04:52Z 36.5K followers, 9618 engagements


"@mikeaxolotl I have no idea what youre talking about. Where is the Starlink 100kw satellite"  
[X Link](https://x.com/spacanpanman/status/1997758060207411632)  2025-12-07T20:00Z 36.5K followers, XXX engagements


"@1Powerslave None to limited procession The microns have thousands of embedded FPGAs and soon ASICs for signal processing AI beam forming and allocation etc"  
[X Link](https://x.com/spacanpanman/status/1997841679437689195)  2025-12-08T01:32Z 36.5K followers, XXX engagements


"$ASTS: The AI Data Center opportunity is not priced in. When the market starts digging and understanding how well positioned AST SpaceMobile is it'll be absolutely glorious"  
[X Link](https://x.com/spacanpanman/status/1998038470842036300)  2025-12-08T14:34Z 36.5K followers, 27.5K engagements


"$ASTS: Recent events over weekend that will rerate shares higher X SpaceX insiders selling secondary shares at $800B which is 2x higher than prior sale in the fall implying $520B valuation for Starlink X Musk going to war with EU increases likelihood ASTS-Vodafone SatCo JV will get MSS allocation in 2027 X AI Data Centers becoming key focus - AST SpaceMobile is at the strategic nexus boasting the building blocks patents and production capacity to make it a reality KNOW WHAT YOU OWN"  
[X Link](https://x.com/spacanpanman/status/1998045978708832509)  2025-12-08T15:04Z 36.5K followers, 15K engagements


"$ASTS: AST SpaceMobile + FirstNet + AT&T update at 1pm ET"  
[X Link](https://x.com/spacanpanman/status/1998086990462673133)  2025-12-08T17:47Z 36.5K followers, 15.6K engagements


"$ASTS: 🚨 AST SPACEMOBLE FILES APPLICATION WITH FCC FOR MODIFICATION OF SPACE STATION LICENSE OF LIGADO NETWORKS SUBSIDIARY TO LAUNCH L-BAND MOBILE SATELLITE SERVICE IN NORTH AMERICA Per AST guidance FCC regulatory approval expected in 1H 2026"  
[X Link](https://x.com/spacanpanman/status/1998088465804890291)  2025-12-08T17:53Z 36.5K followers, 25.5K engagements


"@FirstNet Let's give our first responders and the folks they're helping the ability to stay connected during disasters and emergencies Thanks for the update"  
[X Link](https://x.com/spacanpanman/status/1998092355132629432)  2025-12-08T18:08Z 36.5K followers, 2254 engagements


"$ASTS: "There's not an operator around the world who doesn't want to meet with us and think about how we can work together. The constraint has largely been on us. We want to build out with our partners those who have been aligned with us those who have brought equity investment minimum commitments alignment around spectrum strategies and prepayments. And so that is our strategy." - Scott Wisniewski"  
[X Link](https://x.com/spacanpanman/status/1998240529465713123)  2025-12-09T03:57Z 36.5K followers, 11.1K engagements