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

Anp🅰️nman posts on X about $asts, $te, te, investment the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

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

- X Week XXXXXXXXX +40%
- X Month XXXXXXXXX +81%
- X Months XXXXXXXXXX +45%
- X Year XXXXXXXXXX +324%

### Mentions: XXX [#](/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 +12%
- X Month XXX +38%
- X Months XXXXX +5.30%
- X Year XXXXX +283%

### 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 +2.60%
- X Month XXXXXX +7.30%
- X Months XXXXXX +35%
- X Year XXXXXX +64%

### 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 [#](/creator/twitter::1330341195860615170/influence)
---

**Social category influence**
[finance](/list/finance)  #6403 [countries](/list/countries)  XXXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [exchanges](/list/exchanges)  XXX% [social networks](/list/social-networks)  XXX% [celebrities](/list/celebrities)  XXXX% [bundesliga](/list/bundesliga)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$asts](/topic/$asts) #4, [$te](/topic/$te) #3, [te](/topic/te) #3204, [investment](/topic/investment) #1674, [china](/topic/china) #4406, [$pgy](/topic/$pgy) #13, [bloomberg](/topic/bloomberg) #176, [united states](/topic/united-states) 1.4%, [mexico](/topic/mexico) #454, [canada](/topic/canada) #1382

**Top accounts mentioned or mentioned by**
[@kingtutcap](/creator/undefined) [@astspacemobile](/creator/undefined) [@tottaway22](/creator/undefined) [@hiteshkar](/creator/undefined) [@thekookreport](/creator/undefined) [@hamids](/creator/undefined) [@dwdinvesting](/creator/undefined) [@uphillmarket_](/creator/undefined) [@aboveavgodds](/creator/undefined) [@stonefoxcapital](/creator/undefined) [@piranhacapital](/creator/undefined) [@baderyakob](/creator/undefined) [@c1_df9432](/creator/undefined) [@kuehck1](/creator/undefined) [@grok](/creator/undefined) [@definitionsnew](/creator/undefined) [@dragonmaxgoku](/creator/undefined) [@1998called](/creator/undefined) [@bow27b](/creator/undefined) [@jas_0031](/creator/undefined)

**Top assets mentioned**
[AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Globalstar, Inc. (GSAT)](/topic/$gsat) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [Verizon Communications Inc. (VZ)](/topic/$vz) [Morgan Stanley (MS)](/topic/morgan-stanley) [Power Integrations Inc (POWI)](/topic/$powi) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Nxt (NXT)](/topic/$nxt) [Clearway Energy, Inc. Class C Common Stock (CWEN)](/topic/$cwen) [Corning Incorporated (GLW)](/topic/$glw) [EchoStar Corporation (SATS)](/topic/echostar-corp) [SATS (Ordinals) (SATS)](/topic/$sats) [SBA Communications Corporation (SBAC)](/topic/$sbac) [Karman Holdings Inc. (KRMN)](/topic/$krmn) [Marginswap (MFI)](/topic/$mfi) [USDC (USDC)](/topic/usdc) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Bank of America (BAC)](/topic/bank-of-america) [NVIDIA Corp. (NVDA)](/topic/$nvda)
### Top Social Posts [#](/creator/twitter::1330341195860615170/posts)
---
Top posts by engagements in the last XX hours

"$ASTS: "While investors obsess over quarterly metrics that literally cannot exist for a business still under construction theyre missing the forest from the trees: AST is building the financial equivalent of a global utility that will generate massive recurring cash flows for decades. The question isnt whether AST has revenue today. Rather the real question is whether you can recognize transformative infrastructure before the cash flows become obvious to everyone else." - Ryan O'Connor Crossroads Capital @AboveAvgOdds"  
[X Link](https://x.com/spacanpanman/status/1976301098328531040) [@spacanpanman](/creator/x/spacanpanman) 2025-10-09T14:57Z 34K followers, 43.5K engagements


"$ASTS: The simple things bring joy in life"  
[X Link](https://x.com/spacanpanman/status/1980350819762597950) [@spacanpanman](/creator/x/spacanpanman) 2025-10-20T19:10Z 34K followers, 11.1K engagements


"@DavidNLefkowitz Perhaps calling Slim a drug dealer was not the wisest move"  
[X Link](https://x.com/spacanpanman/status/1980432854992748577) [@spacanpanman](/creator/x/spacanpanman) 2025-10-21T00:36Z 34K followers, 1437 engagements


"$TE / $FREY: Freyr now renamed "T1 Energy" reported solid Q4 results and an accelerated ramp of US solar module mfg ahead of plan. Freyr pivoted and acquired Chinese-based Trinia's brand new US Solar module mfg plant at the end of 2024. Given the new world of tariffs and protectionism T1 seems well positioned as one of the largest US owned and operated mfg of solar module and cells. The company has some serious CapEx ahead as it builds out more mfg production for vertical integration. If they can execute this could be a multi-bagger. $TE has pulled back along with other small caps during"  
[X Link](https://x.com/spacanpanman/status/1901709448990597371) [@spacanpanman](/creator/x/spacanpanman) 2025-03-17T18:57Z 34K followers, 23.2K engagements


"$ASTS: @TMFAssociates contra indicator confirmed. Saudi Telecom will be the next Definitive Commercial Agmt and strategic investor"  
[X Link](https://x.com/spacanpanman/status/1943831696685551714) [@spacanpanman](/creator/x/spacanpanman) 2025-07-12T00:36Z 34K followers, 9440 engagements


"$SATS: EchoStar Urged by US to Sell Spectrum to Settle Squatting Claim 2025-07-30 19:38:53 GMT By Kelcee Griffis and Reshmi Basu (Bloomberg) -- EchoStar Corp. the broadband company thats missed debt payments is being pushed by federal regulators to sell some of its airwaves to address concerns it has failed to put valuable slices of wireless spectrum to use. Brendan Carr chairman of the Federal Communications Commission wants the company to seek a sale of licenses in the so-called AWS-4 band according to people with knowledge of the matter. Carr has presented his best and final offer to"  
[X Link](https://x.com/spacanpanman/status/1950643964849324485) [@spacanpanman](/creator/x/spacanpanman) 2025-07-30T19:45Z 34K followers, 31K engagements


"$ASTS: $SBAC one of the world's largest wireless tower cos selling its entire Canadian tower business to a PE firm. One thing I've learned from the Ligado deal - many PE firms are unaware how ASTS is going to reshape the industry. GREAT SALE BY SBA"  
[X Link](https://x.com/spacanpanman/status/1952710830090227759) [@spacanpanman](/creator/x/spacanpanman) 2025-08-05T12:38Z 34K followers, 7521 engagements


"$ASTS: Bold prediction - Saudi Telecom Zain and/or Mobily will sign definitive commercial agreements soon. All three have MOUs with AST SpaceMobile. The Kingdom of Saudi Arabia is serious about space leadership and innovation"  
[X Link](https://x.com/spacanpanman/status/1956045305465417746) [@spacanpanman](/creator/x/spacanpanman) 2025-08-14T17:28Z 34K followers, 32.1K engagements


"$KRMN: Karman initiated with a Strong Buy at Raymond James Raymond James analyst Brian Gesuale initiated coverage of Karman with a Strong Buy rating and $XXX price target. Karman is a merchant supplier of highly engineered propulsion interstage and payload protection systems to the defense and space industry the analyst tells investors in a research note. The firm says the company is the most profitable in the defense ecosystem with margins two-times higher than its most profitable peer. Raymond James also expects Karman to post the fastest organic growth through 2027 at XX% annually. It"  
[X Link](https://x.com/spacanpanman/status/1963970434916880637) [@spacanpanman](/creator/x/spacanpanman) 2025-09-05T14:20Z 34K followers, 4367 engagements


"$ASTS $GSAT $IRDM: 📡🛰📶🤳 Direct-to-Device Connectivity Landscape"  
[X Link](https://x.com/spacanpanman/status/1966493958290149808) [@spacanpanman](/creator/x/spacanpanman) 2025-09-12T13:27Z 34K followers, 37.2K engagements


"$ASTS $GSAT $IRDM: 📡🛰📶🤳 Direct-to-Device Connectivity Landscape Added "Satellite Manufacturer" row highlighting that both AST SpaceMobile and Starlink design and manufacture satellites inhouse while legacy players rely on outsourcing"  
[X Link](https://x.com/spacanpanman/status/1966496933612015835) [@spacanpanman](/creator/x/spacanpanman) 2025-09-12T13:39Z 34K followers, 41.5K engagements


"$ASTS $GSAT $IRDM: Direct-to-Device Provider Comparison Fixed a few errors Thanks for the feedback everyone"  
[X Link](https://x.com/spacanpanman/status/1966520765781586009) [@spacanpanman](/creator/x/spacanpanman) 2025-09-12T15:14Z 34K followers, 26.2K engagements


"$MFI: MF International files a hefty $700M mixed shelf to provide capital raising flexibility for whatever transaction is being contemplated. Given the owner's background and size of shelf it seems like a cypto-related transaction is in the works"  
[X Link](https://x.com/spacanpanman/status/1966606760065593848) [@spacanpanman](/creator/x/spacanpanman) 2025-09-12T20:56Z 34K followers, 9281 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) [@spacanpanman](/creator/x/spacanpanman) 2025-09-22T03:36Z 34K followers, 98K engagements


"$ASTS: America Movil highlighted that it was evaluating AST SpaceMobile for direct-to-device connectivity in its Q3 and Q4 2024 earnings calls. It also clarified that its partnership with Starlink (and OneWeb) was only for network backhaul to connect rural areas. It's unclear what this article's timing might indicate in terms of a potential investment / commercial agreement beyond existing MOUs"  
[X Link](https://x.com/spacanpanman/status/1970119842557485251) [@spacanpanman](/creator/x/spacanpanman) 2025-09-22T13:35Z 34K followers, 21.5K engagements


"$ASTS: AST SpaceMobile's transaction with Ligado for 45MHz of L-Band spectrum covering the US and Canada has been confirmed by the US bankruptcy judge. AST Ligado and Inmarsat will seek regulatory approval from the FCC which is expected in 1H 2026"  
[X Link](https://x.com/spacanpanman/status/1970209970777137511) [@spacanpanman](/creator/x/spacanpanman) 2025-09-22T19:33Z 34K followers, 74.4K engagements


"$PGY: The funding environment for consumer private credit is robust Blue Owl to Buy $X Billion of PayPals Buy Now Pay Later Loans - Bloomberg Blue Owl Capital Inc. agreed to buy about $X billion of buy now pay later loans from PayPal Holdings Inc. over the next two years. PayPal will continue to be responsible for all customer-facing activities for the loans including underwriting and servicing the firms said in a statement Wednesday. The deal echoes a 2023 agreement under which San Jose California-based PayPal agreed to sell as much as XX billion ($47 billion) of BNPL loans to KKR & Co. to"  
[X Link](https://x.com/spacanpanman/status/1970815083623198834) [@spacanpanman](/creator/x/spacanpanman) 2025-09-24T11:38Z 34K followers, 8030 engagements


"$TLGYF: Initial S-4 has been filed for StablecoinX merger to create a DAT focused on supporting Ethena ecosystem of stablecoins tokenization and DeFi via staking its governance token ENA. Ethena is best known for its digital dollar USDe and stablecoin USDtb. TLGY raised a $360M PIPE in July and another $530M PIPE in September. Given the huge interest in USDT and USDC $CRCL I think StablecoinX could do well as it benefits from USDe and USDtb adoption. Once the deal closes StablecoinX will trade under the ticker $USDE I'll be doing more work on StablecoinX as the deal progresses towards closing"  
[X Link](https://x.com/spacanpanman/status/1972756395025121405) [@spacanpanman](/creator/x/spacanpanman) 2025-09-29T20:12Z 34K followers, 4885 engagements


"$ASTS: Let's keep it simple. On 7/25/24 AST SpaceMobile announced the Block-1 BlueBirds were ready to ship and the stock popped +25% that day. The stock continued to rally +193% to hit an intraday high of $XXXXX on 8/21/24 in anticipation of launch. On 9/12/24 AST confirmed the successful launch of the Block-1 BlueBirds and the stock closed at $XXXXX which was +61% higher than on 7/25/24. Using the closing price today of $XXXXX and applying the same +61% appreciation gets you to $XXXXX. Now obviously AST is much further along in terms of capital regulatory spectrum and of course kicking off a"  
[X Link](https://x.com/spacanpanman/status/1973217181878931765) [@spacanpanman](/creator/x/spacanpanman) 2025-10-01T02:43Z 34K followers, 76.2K engagements


"$ASTS: Likely strategic partnership incoming - Telenor has XXX million wireless subscribers Telenor and Vodafone Agree Strategic Procurement Partnership"  
[X Link](https://x.com/spacanpanman/status/1973481132885950864) [@spacanpanman](/creator/x/spacanpanman) 2025-10-01T20:12Z 34K followers, 25.2K engagements


"$TLGYF: great article covering Ethenas USDe and USDtb"  
[X Link](https://x.com/spacanpanman/status/1973565759004774547) [@spacanpanman](/creator/x/spacanpanman) 2025-10-02T01:48Z 34K followers, 7678 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) [@spacanpanman](/creator/x/spacanpanman) 2025-10-02T14:25Z 34K followers, 12.8K engagements


"$PGY: did I buy more today"  
[X Link](https://x.com/spacanpanman/status/1973845621489692700) [@spacanpanman](/creator/x/spacanpanman) 2025-10-02T20:20Z 34K followers, 6845 engagements


"$PGY: Recent research updates for Pagaya 10/2: Jefferies - Buy $XX PT 9/30: Keefe Bruyette & Woods - Outperform $XX PT 9/30: Benchmark - $XX PT"  
[X Link](https://x.com/spacanpanman/status/1974082946597577093) [@spacanpanman](/creator/x/spacanpanman) 2025-10-03T12:03Z 34K followers, 15.1K 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) [@spacanpanman](/creator/x/spacanpanman) 2025-10-03T13:38Z 34K followers, 21.2K engagements


"$RKLB: The Self-Taught Engineer Going Head-to-Head With Elon Musk and Jeff Bezos -- WSJ By Micah Maidenberg (Wall Street Journal) -- WALLOPS ISLAND Va. -- The newly constructed Rocket Lab launchpad on Virginia's Atlantic coast needs to be able to withstand XXX million pounds of thrust. Peter Beck the company's founder and chief executive had another requirement: It had to look beautiful. "The launchpad behind us is almost an architectural monument" he said in August to a crowd of government officials and investors. "Launch sites are usually these boxy horrible-looking things but I was not"  
[X Link](https://x.com/spacanpanman/status/1974182848136421563) [@spacanpanman](/creator/x/spacanpanman) 2025-10-03T18:40Z 34K followers, 28.4K engagements


"$GSRT: Post redemptions the float is now 6750031 shares. I reenter a small trading position as we head into the vote tomorrow and deal close"  
[X Link](https://x.com/spacanpanman/status/1975196003864293538) [@spacanpanman](/creator/x/spacanpanman) 2025-10-06T13:46Z 34K followers, 24.9K engagements


"Testosterone is THE most important hormone for men. But men in 2025 have almost XX% less than we did XX years ago. Here is a guaranteed way you can unlock your testosterone (without drugs): Buy shares of $ASTS 💪 (this is humor btw)"  
[X Link](https://x.com/spacanpanman/status/1975196980889403800) [@spacanpanman](/creator/x/spacanpanman) 2025-10-06T13:50Z 34K followers, 18K engagements


"$TLGYF: StablecoinX which is going public later this year will become Ethena's validator and infrastructure business for the Ethena ecosystem - primarily consisting of stablecoins USDe and USDtb. StablecoinX has raised $890M in PIPE financing and will hold over X billion Ethena tokens at close. This one continues to be under the radar"  
[X Link](https://x.com/spacanpanman/status/1975211397257499089) [@spacanpanman](/creator/x/spacanpanman) 2025-10-06T14:47Z 34K followers, 7011 engagements


"$ASTS:🚨 BANK OF AMERICA RESEARCH RAISES AST SPACEMOBILE PRICE TARGET TO $XX FROM $XX MAINTAINS NEUTRAL RATING"  
[X Link](https://x.com/spacanpanman/status/1975881084182401176) [@spacanpanman](/creator/x/spacanpanman) 2025-10-08T11:08Z 34K followers, 24.8K engagements


"$ASTS: 🚨AST SPACEMOBILE ANNOUNCES DEFINITIVE COMMERCIAL AGREEMENT WITH VERIZON TO SUPPORT SPACE-BASED CELLULAR BROADBAND ACROSS THE CONTINENTAL US Agreement to provide space-based direct-to-device connectivity to everyday cell phones further expands strategic partnership announced in May 2024 MIDLAND Texas--(BUSINESS WIRE)--AST SpaceMobile Inc. (AST SpaceMobile) (NASDAQ: ASTS) the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones designed for both commercial and government applications today announced the signing of a"  
[X Link](https://x.com/spacanpanman/status/1975890950011465852) [@spacanpanman](/creator/x/spacanpanman) 2025-10-08T11:48Z 34K followers, 73.5K engagements


"$ASTS: Abel at Midland TX HQ announcing Verizon Definitive Commercial Agreement at Tuesday morning employee meeting"  
[X Link](https://x.com/spacanpanman/status/1975917202554708167) [@spacanpanman](/creator/x/spacanpanman) 2025-10-08T13:32Z 34K followers, 17.5K 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) [@spacanpanman](/creator/x/spacanpanman) 2025-10-09T12:36Z 34K followers, 17.3K engagements


"$PGY: Be greedy when others are fearful. Great work here by @mountaingoatcap 🔥"  
[X Link](https://x.com/spacanpanman/status/1976311334112223592) [@spacanpanman](/creator/x/spacanpanman) 2025-10-09T15:38Z 34K followers, 16.2K engagements


"$GSRT ➡ $NKLR: Terra Innovatum goes effective tomorrow October 10th"  
[X Link](https://x.com/spacanpanman/status/1976368984774844508) [@spacanpanman](/creator/x/spacanpanman) 2025-10-09T19:27Z 34K followers, 8657 engagements


"@hamids $BMBL: Not looking good boss. What are we missing here Also isn't EV / Sales 1.2x not 0.6x"  
[X Link](https://x.com/spacanpanman/status/1976496232030740507) [@spacanpanman](/creator/x/spacanpanman) 2025-10-10T03:53Z 34K followers, 1905 engagements


"@hamids I'm genuinely asking what's the thesis. Is this a harvest cashflow story where they can delever and grow equity value What are you playing for here"  
[X Link](https://x.com/spacanpanman/status/1976499365951713734) [@spacanpanman](/creator/x/spacanpanman) 2025-10-10T04:05Z 34K followers, 3184 engagements


"@hamids I hosted you on a space and answered all of your questions about $ASTS. However you won't extend the courtesy of sharing your thesis on $BMBL with me"  
[X Link](https://x.com/spacanpanman/status/1976501597741138260) [@spacanpanman](/creator/x/spacanpanman) 2025-10-10T04:14Z 34K followers, 3536 engagements


"$RKLB: ROCKET LAB IS BIG IN JAPAN. CONGRATS Rocket Lab Secures Multiple Launches with Japan Aerospace Exploration Agency (JAXA) LONG BEACH Calif. Oct. XX 2025 (GLOBE NEWSWIRE) -- Rocket Lab Corporation (Nasdaq: RKLB) (Rocket Lab or the Company) a global leader in launch services and space systems today announced it has signed a direct contract for two dedicated Electron launches with the Japan Aerospace Exploration Agency (JAXA) signifying the criticality of Electron to international space agencies requiring responsive launch and dedicated access to space. Launching from Rocket Lab Launch"  
[X Link](https://x.com/spacanpanman/status/1976626216967794875) [@spacanpanman](/creator/x/spacanpanman) 2025-10-10T12:29Z 34K followers, 11.3K engagements


"$ASTS: Short sellers trying to cover "gently" and not squeeze the stock up. The June low for short interest was 33M so at least 8M more shares to go. 🤷♂ 10/9: 41.5M 10/8: 42.1M 10/7: 44.3M 10/6: 43.9M 10/3: 46.4M 10/2: 47.7M 10/1: 49.4M"  
[X Link](https://x.com/spacanpanman/status/1976642268116525272) [@spacanpanman](/creator/x/spacanpanman) 2025-10-10T13:33Z 34K followers, 8681 engagements


"$ASPI: I have been building a position back in ASPI over the last few days and it looks like the cat is out of the bag. I heard that today Morgan Stanley added $ASPI to a focus list with a X% weight (if someone can find the report pls send). @zerohedge also highlighted ASPI today. I'll be following this one closely. ASPI will be separating into two companies later this year/early 2026 one focused on uranium enrichment and another on medical isotopes and semiconductor silicon-28"  
[X Link](https://x.com/spacanpanman/status/1976679168680096231) [@spacanpanman](/creator/x/spacanpanman) 2025-10-10T16:00Z 34K followers, 22.1K engagements


"$ASTS: Special after hours edition"  
[X Link](https://x.com/spacanpanman/status/1976769866083582080) [@spacanpanman](/creator/x/spacanpanman) 2025-10-10T22:00Z 34K followers, 29.8K engagements


"$ASTS: GM ☀"  
[X Link](https://x.com/spacanpanman/status/1976972899761504303) [@spacanpanman](/creator/x/spacanpanman) 2025-10-11T11:27Z 34K followers, 19.7K engagements


"@brian_armstrong What could possibly go wrong"  
[X Link](https://x.com/spacanpanman/status/1977002588374810657) [@spacanpanman](/creator/x/spacanpanman) 2025-10-11T13:25Z 34K followers, 11K engagements


"$ASTS: Last night our cat told me that when BlueBird X touches down in India this week the stock will hit $XXX. Do you think he's right"  
[X Link](https://x.com/spacanpanman/status/1977688213520359774) [@spacanpanman](/creator/x/spacanpanman) 2025-10-13T10:49Z 34K followers, 35.1K engagements


"$RKLB: Morgan Stanley Raises Rocket Lab Price Target to $XX from $XX Maintains Equal Weight "We increase our PT to $XX as we revisit valuation and flow through model updates. RKLB in our view is an earlier-stage alternative to SpaceX and our new valuation construct takes cues from SpaceX's implied value. We see notable tailwinds for RKLB but much appears priced in today. Maintain EW. " yeah. they're slow"  
[X Link](https://x.com/spacanpanman/status/1977703402789302592) [@spacanpanman](/creator/x/spacanpanman) 2025-10-13T11:50Z 34K followers, 45.8K engagements


"$ASTS: If Bloomberg or the Wall Street Journal run a story that the US Government in considering a 5-10% passive equity investment in AST SpaceMobile where would shares trade"  
[X Link](https://x.com/spacanpanman/status/1977734969691648178) [@spacanpanman](/creator/x/spacanpanman) 2025-10-13T13:55Z 34K followers, 11.9K engagements


"@kingtutcap Congrats on the call"  
[X Link](https://x.com/spacanpanman/status/1977752369480740932) [@spacanpanman](/creator/x/spacanpanman) 2025-10-13T15:04Z 34K followers, 1869 engagements


"$POWI + $NVDA: I bought a tiny spec position. Looking at the chart seems like this one can really rebound. Power Integrations says collaborating with Nvidia on transition to XXX VDC power Power Integrations (POWI) outlined the benefits of its PowiGaN gallium-nitride technology for XXX VDC power architectures in a new white paper published at the 2025 OCP Global Summit in San Jose where Nvidia (NVDA) provided an update on the XXX VDC architecture. Power Integrations is collaborating with Nvidia to accelerate the transition to XXX VDC power and megawatt-scale racks the company stated. "With"  
[X Link](https://x.com/spacanpanman/status/1977759776894230711) [@spacanpanman](/creator/x/spacanpanman) 2025-10-13T15:34Z 34K followers, 10.3K engagements


"$ASTS: What's another sector where the Trump Administration wants the equivalent of "Operation Warp Speed" vs. an increasingly combative China (pun intended) "BESSENT ON SUPPLY CHAINS RARE EARTHS: GOING TO DO EQUIVALENT OF OPERATION WARP SPEED TO TACKLE PROCESSING""  
[X Link](https://x.com/spacanpanman/status/1977803295818449066) [@spacanpanman](/creator/x/spacanpanman) 2025-10-13T18:27Z 34K followers, 12.5K engagements


"2/ $POWI: I may hold onto this position longer. Seems like a great way AI data center demand"  
[X Link](https://x.com/spacanpanman/status/1977832398466195849) [@spacanpanman](/creator/x/spacanpanman) 2025-10-13T20:22Z 34K followers, 4125 engagements


"$ASTS: Antonov AN-124 carrying BlueBird X taking off from Anchorage Alaska earlier today. It should touchdown in about two hours (11:21PM ET) at Narita Airport Japan. Credit: VariationAnxious1950 (Reddit)"  
[X Link](https://x.com/spacanpanman/status/1977908804185440714) [@spacanpanman](/creator/x/spacanpanman) 2025-10-14T01:26Z 34K followers, 19.4K engagements


"$PGY: QE is coming"  
[X Link](https://x.com/spacanpanman/status/1978154043902964067) [@spacanpanman](/creator/x/spacanpanman) 2025-10-14T17:40Z 34K followers, 7368 engagements


"$ASTS: Soon"  
[X Link](https://x.com/spacanpanman/status/1978154377807282361) [@spacanpanman](/creator/x/spacanpanman) 2025-10-14T17:42Z 34K followers, 11.4K engagements


"$ASTS: $XXX is going to happen this week"  
[X Link](https://x.com/spacanpanman/status/1978271188058030449) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T01:26Z 34K followers, 32.4K engagements


"$ASTS: Whos buying shares at $XXX to celebrate I am"  
[X Link](https://x.com/spacanpanman/status/1978399931107803438) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T09:57Z 34K followers, 14.6K engagements


"$EOSE: Eos Energy price target raised to $XX from $XX at Stifel Stifel raised the firm's price target on Eos Energy to $XX from $XX and keeps a Buy rating on the shares. Eos shares have trended sharply higher over the past several weeks which the firm sees as likely due to both expected progress at its Turtle Creek manufacturing facility and market enthusiasm around power generation demand and storage needs for AI/data centers. While the firm expects Q3 results "to be a nonevent" it is increasingly confident in Eos' progress the analyst tells investors"  
[X Link](https://x.com/spacanpanman/status/1978413180469588464) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T10:50Z 34K followers, 9224 engagements


"$ASPI: ASPI prices common stock offering at $XXXXX per share ($210.3M gross proceeds / 17167380 shares) If you're looking to enter a position watch the volume to hit around 15-17M shares for an eventual recovery after hedge fund desks flip their allocations. This could vary depending on how many shares were placed with long only accounts"  
[X Link](https://x.com/spacanpanman/status/1978416418619109632) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T11:03Z 34K followers, 51.1K engagements


"$TE: Nextracker and T1 Energy Sign Multi-Year Agreement for Supply of Advanced Solar Panel Frames Engineered and Made in the USA The framework agreement targets multi-gigawatt solar module frame supply over several years valued at over $XX million FREMONT Calif. & AUSTIN Texas--(BUSINESS WIRE)--Nextracker (NASDAQ: NXT) a leading solar technology platform provider and T1 Energy Inc. (NYSE: TE) an advanced manufacturer of solar modules today announced a strategic framework agreement to use Nextrackers patented steel module frame technology for T1 Energys new 5-GW G1_Dallas solar manufacturing"  
[X Link](https://x.com/spacanpanman/status/1978417456977788969) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T11:07Z 34K followers, 5581 engagements


"$TE: Patience paying off so far. I think solar will continue to garner more investor interest to help plug the massive near- to medium-term supply gap needed to meet growing AI demand. Modular nukes are many years away"  
[X Link](https://x.com/spacanpanman/status/1978432362170941681) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T12:06Z 34K followers, 8209 engagements


"$ASTS: Shorts are slowly covering their positions. Let's assume 8M shares are hedges for convert arbs. That leaves only 30M more shares to cover. Enjoy 10/14: 38.9M 10/13: 41.6M 10/10: 41.5M 10/9: 40.7M 10/8: 42.1M 10/7: 44.3M 10/6: 43.9M 10/3: 46.4M 10/2: 47.7M 10/1: 49.4M"  
[X Link](https://x.com/spacanpanman/status/1978448393446760847) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T13:10Z 34K followers, 9283 engagements


"$ASTS: I did 100x pushups"  
[X Link](https://x.com/spacanpanman/status/1978457665664618748) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T13:47Z 34K followers, 8492 engagements


"$ASTS: VERIZON CFO: XX% OF NEW ACCOUNTS TAKE PRICER UNLIMITED PLANS I believe VZ & AT&T will incorporate ASTS into their premium plans Verizon: 121M US subs x XX% prem = 33M subs x $5/mo to AST x 33M = $165M/mo x XX mo = $2B of revenue for $ASTS"  
[X Link](https://x.com/spacanpanman/status/1978493031465538029) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T16:07Z 34K followers, 21.9K engagements


"$TE: A BIG NUGGET was dropped in multi-year supply agreement with Nextracker $NXT announced today Ross Heiman VP of Engineering at Clearway Group $CWEN is quoting the release and is pictured at T1 Energy's 5GW Dallas Plant Why does it matter Clearway Group co-founded the US Solar Buyer Consortium and committed to purchase XX GW of crystalline-silicon modules per year ($6B) to support domestic manufacturing Ross' quote: Clearway applauds Nextrackers technology and manufacturing program to bring next-generation American-made steel module frames to support the domestic photovoltaics (PV)"  
[X Link](https://x.com/spacanpanman/status/1978502115493368201) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T16:43Z 34K followers, 5779 engagements


"$ASTS: #9 is what the world's best striker Harry Kane wears on his jersey for both England and Bayern Munich #9 will also be the total number of US Gov Space/Defense contracts that AST SpaceMobile will have after winning a Golden Dome award"  
[X Link](https://x.com/spacanpanman/status/1978542377556910498) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T19:23Z 34K followers, 8659 engagements


"1/ $TE: Did you know that on 8/15/25 T1 Energy announced a a strategic commercial agreement with Corning $GLW to source hyper-pure polysilicon and solar wafers T1 Energy and Corning Deal Accelerates Made in America Solar Momentum Landmark supply agreement catalyzes scalable cost-competitive U.S. solar supply chain supporting thousands of jobs and advancing energy security AUSTIN Texas and CORNING N.Y. Aug. XX 2025 (GLOBE NEWSWIRE) -- T1 Energy Inc. (NYSE: TE) (T1 T1 Energy or the Company) and Corning Incorporated (Corning NYSE: GLW) today announced a strategic commercial agreement that boosts"  
[X Link](https://x.com/spacanpanman/status/1978780334914490823) [@spacanpanman](/creator/x/spacanpanman) 2025-10-16T11:09Z 34K followers, 5450 engagements


"2/ $TE: Here's a youtube video of Russell Gold (EVP Strategic Communications) with a brief overview of the new Corning $GLW relationship"  
[X Link](https://x.com/spacanpanman/status/1978780337334362464) [@spacanpanman](/creator/x/spacanpanman) 2025-10-16T11:09Z 34K followers, 6528 engagements


"MACRO: DEUTSCHE BANK EXPECTS FED TO ANNOUNCE QT'S END AT DECEMBER FOMC (Bloomberg) -- Deutsche Bank now sees the Federal Reserve announcing the end of quantitative tightening at the December meeting with the runoff concluding in January strategists said citing Chair Jerome Powells latest remarks on the balance sheet. Strategists that include Matthew Raskin and Steven Zeng had initially forecast the runoff to conclude at the end of 1Q 2026. However they acknowledge the risk that the announcement and/or implementation could come slightly later Deutsche Bank sees officials discussing QT timeline"  
[X Link](https://x.com/spacanpanman/status/1978909845899079708) [@spacanpanman](/creator/x/spacanpanman) 2025-10-16T19:44Z 34K followers, 12.1K engagements


"$ASTS: Barclays reiterates $XX but moves to underweight rating on valuation. Although their upside valuation PT is $XXX they believe more progress on launch and/or any additional positive news would be needed to justify that price. I believe they'll be getting some big catalysts very soon. I'll be looking add today on the pullback. Any short sellers out there here's your chance to get flat"  
[X Link](https://x.com/spacanpanman/status/1979140819262025731) [@spacanpanman](/creator/x/spacanpanman) 2025-10-17T11:01Z 34K followers, 28.3K engagements


"$ASTS: I was really hoping the dip would last but oh well. I did add this morning but missed $XX. The setup through YE is 🚀"  
[X Link](https://x.com/spacanpanman/status/1979158713542828454) [@spacanpanman](/creator/x/spacanpanman) 2025-10-17T12:13Z 34K followers, 13.1K engagements


"@BaderYakob @1998called @hiteshkar are you guys talking about the electric trucking company"  
[X Link](https://x.com/spacanpanman/status/1979169625397919916) [@spacanpanman](/creator/x/spacanpanman) 2025-10-17T12:56Z 34K followers, XXX engagements


"@tottaway22 @uphillmarket_ @ASTS_SpaceMob @kingtutcap @thekookreport @VladSaigau big and true"  
[X Link](https://x.com/spacanpanman/status/1979244574066225509) [@spacanpanman](/creator/x/spacanpanman) 2025-10-17T17:54Z 34K followers, XXX engagements


"TRUMP: *DOING VERY WELL ON TRADE NEGOTIATIONS WITH CHINA *LOOKS LIKE MEETING WITH XI GOING FORWARD *CHINA WANTS TO TALK WE LIKE TALKING TO CHINA *COULD MOVE CHINA NOV X DEADLINE UP IF I WANTED *THINK WE WILL MAKE A DEAL GOOD FOR BOTH"  
[X Link](https://x.com/spacanpanman/status/1979246015099146751) [@spacanpanman](/creator/x/spacanpanman) 2025-10-17T17:59Z 34K followers, 12.6K engagements


"@data_goats7 People assume that but you never know what the cap table looked like for EMC. There may have been debt angels VCs and of course employees. What I like is that many former EMC employees joined him at $ASTS. That's says a lot about his leadership and character"  
[X Link](https://x.com/spacanpanman/status/1979297441535922591) [@spacanpanman](/creator/x/spacanpanman) 2025-10-17T21:24Z 34K followers, 1628 engagements


"Eh we have discussed delays and yes a +$30B mkt cap company can raise more capital ($800m / $33b = XXX% dilution) as an offensive weapon to acquire assets (Ligado) and fund new business (Defense Midband Constellation etc). If you have an issue with mgmt perhaps you should look for another investment 🤷♂"  
[X Link](https://x.com/spacanpanman/status/1979312179527430435) [@spacanpanman](/creator/x/spacanpanman) 2025-10-17T22:22Z 34K followers, XXX engagements


"@marijiggwan Kuiper is focused on fixed wireless internet. Meaning connectivity to a dish terminal. Its not a competitor to AST"  
[X Link](https://x.com/spacanpanman/status/1979332320260952284) [@spacanpanman](/creator/x/spacanpanman) 2025-10-17T23:42Z 34K followers, 2281 engagements


"@Benshooter @wildensebeel @TMFAssociates Ben seems like youre the Mag X Maker"  
[X Link](https://x.com/spacanpanman/status/1979659257906917687) [@spacanpanman](/creator/x/spacanpanman) 2025-10-18T21:22Z 34K followers, XXX engagements


"$ASTS: AST SpaceMobile has locked up the XXX million subscriber Brazilian market working with partners Telefonica Brasil TIM Brasil and notably Claro which is owned by Carlos Slims America Movil. Mickey Mikitani: Abel thank you for coming. So you flew in from Brazil"  
[X Link](https://x.com/spacanpanman/status/1898049435403268437) [@spacanpanman](/creator/x/spacanpanman) 2025-03-07T16:33Z 34K followers, 32.7K engagements


"$TE: T1 MAKES STRATEGIC INVESTMENT IN TALON DEVLOPER OF 4.8GW TOPCON SOLAR CELL MFG FAB "The T1 and Talon projects are examples of American companies investing in American energy supported by President Trumps OBBBA and 45x tax credits. The Texas projects are expected to reshore jobs and deliver power to meet rising electrical demand driven by AI industrialization and residential load growth." T1 Energy Makes Strategic Investment in Talon Investment in private company developing solar cell fab supports higher-margin domestic content sales creates jobs and advances energy security AUSTIN Texas"  
[X Link](https://x.com/spacanpanman/status/1976607032078676137) [@spacanpanman](/creator/x/spacanpanman) 2025-10-10T11:13Z 34K followers, 12.4K engagements


"$ASTS: "Within the next few weeks $ASTS will begin a launch campaign to put XX Bluebird satellites into orbit through the end of 2026. ASTs end state may very well be as one of the greatest businesses in the history of capitalism." -Toan Tran 10WestAdvisors"  
[X Link](https://x.com/spacanpanman/status/1977407295857496352) [@spacanpanman](/creator/x/spacanpanman) 2025-10-12T16:13Z 34K followers, 30.1K engagements


"$ASTS: Some poor souls shorted or sold shares Friday after hours down to $XX 🤷♂"  
[X Link](https://x.com/spacanpanman/status/1977507398429614372) [@spacanpanman](/creator/x/spacanpanman) 2025-10-12T22:51Z 34K followers, 14.5K engagements


"$EOSE: Congrats to shareholders that had conviction and held NGL I am a big dummy for not seeing the importance of industrial scale energy storage and management in the age of AI. Thematically it makes a ton of sense"  
[X Link](https://x.com/spacanpanman/status/1977753200414400782) [@spacanpanman](/creator/x/spacanpanman) 2025-10-13T15:08Z 34K followers, 13.4K engagements


"$ASTS: Antonov and BlueBird X are BIG IN JAPAN Just landed at Narita"  
[X Link](https://x.com/spacanpanman/status/1977948874749681679) [@spacanpanman](/creator/x/spacanpanman) 2025-10-14T04:05Z 34K followers, 15K engagements


"@PiranhaCapital @Stonefoxcapital @SeekingAlpha Those are followers NOT paying subscribers"  
[X Link](https://x.com/spacanpanman/status/1978038161600024655) [@spacanpanman](/creator/x/spacanpanman) 2025-10-14T10:00Z 34K followers, XXX engagements


"$ASTS: "Netflix is the 15th most valuable public company in the world with a $500b market cap on XXX million global subscribers and a $12/month ARPU with a XX% EBIT margin. Netflixs business is far less defensible and is also purely B2C with zero government (defense) or enterprise applications and in possession of a far less capital efficient growth runway and inherent level of scalability and yet still AST at maturity would need to multiply in value by 30x to be valued similarly. Well let you decide on what the right comparison and multiple are for a business that has a legitimate shot at"  
[X Link](https://x.com/spacanpanman/status/1978117040444432886) [@spacanpanman](/creator/x/spacanpanman) 2025-10-14T15:13Z 34K followers, 84K engagements


"$ASTS: AST has flown the Block X satellites spaced very far apart except for two. These two Bluebirds were flown XX km apart for about a year and if you use some fancy physics/engineering tricks you can create a radar with a synthetic aperture of XX km A large radar aperture is important for two reasons: 1) The beamwidth of a radar is wavelength divided by aperture diameter. A larger aperture produces a narrower beam which means smaller details can be distinguished. Using assumptions gleaned from ASTs regulatory filings these two Bluebirds can provide 5-to-10-meter resolution of objects."  
[X Link](https://x.com/spacanpanman/status/1978122717166477760) [@spacanpanman](/creator/x/spacanpanman) 2025-10-14T15:36Z 34K followers, 19.8K engagements


"@stocksforlong XXX% agree"  
[X Link](https://x.com/spacanpanman/status/1978128406836379798) [@spacanpanman](/creator/x/spacanpanman) 2025-10-14T15:58Z 34K followers, 1990 engagements


"$ASTS: "Every share shorted incurs a debt to shareholders. Sooner or later that debt must be repaid." Real-time short interest at 41.6M still well above the 33M low observed in June. 10/13: 41.6M 10/10: 41.5M 10/9: 40.7M 10/8: 42.1M 10/7: 44.3M 10/6: 43.9M 10/3: 46.4M 10/2: 47.7M 10/1: 49.4M"  
[X Link](https://x.com/spacanpanman/status/1978130791340089495) [@spacanpanman](/creator/x/spacanpanman) 2025-10-14T16:08Z 34K followers, 45.6K engagements


"$ASTS: Some industry experts actually get it 👀"  
[X Link](https://x.com/spacanpanman/status/1978151100713718049) [@spacanpanman](/creator/x/spacanpanman) 2025-10-14T17:29Z 34K followers, 21.3K engagements


"$ASTS: After an overnight stop in Japan Antonov + BlueBird X is airborne"  
[X Link](https://x.com/spacanpanman/status/1978246949879873967) [@spacanpanman](/creator/x/spacanpanman) 2025-10-14T23:50Z 34K followers, 12.8K engagements


"$ASPI: ASP Isotopes Inc. is seeking to raise $XXX million from an overnight stock sale marketed at $XXXXX to $XXXXX per share according to people familiar with the matter who asked not to be identified as the information isnt public. Cantor Fitzgerald and Lucid Capital Markets are working on the offering"  
[X Link](https://x.com/spacanpanman/status/1978282373922914323) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T02:10Z 34K followers, 15.7K engagements


"$NKLR: U.S. Army Plans to Power Bases With Tiny Nuclear Reactors -- WSJ (Wall Street Journal) -- The Janus Program fulfills a Trump order to start powering military installations with state-of-the-art nuclear technology By Heather Somerville The U.S. military is making one of its most significant pushes yet into modern nuclear power with a program to put small reactors on Army bases across much of the country where strained power grids can't keep up with rising energy demands. The Army on Tuesday unveiled the Janus Program which aims to supply bases by 2028 with microreactors -- tiny reactors"  
[X Link](https://x.com/spacanpanman/status/1978419994267447712) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T11:17Z 34K followers, 22.4K engagements


"$ASTS: 🚨 BELL CANADA REVEALS PRICING FOR DIRECT-TO-CELL SATELLITE COVERAGE FROM AST SPACEMOBILE + BELL PLANS TO INCLUDE SAT COVERAGE IN ITS TOP TWO WIRELESS PLANS: $85/175GB & $105/250GB + OTHER CUSTOMERS WILL BE ABLE TO ADD FOR ROUGHLY $XX TO $XX A MONTH iPhone in Canada - Gary Ng Bell is preparing to launch its direct-to-cell satellite service promising full mobile connectivity for Canadians in remote areasand now we know what it will cost. In an interview with iPhone in Canada on Tuesday Blaik Kirby Bells Group President of Consumer and Small & Medium Business said the new satellite"  
[X Link](https://x.com/spacanpanman/status/1978454058395439393) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T13:33Z 34K followers, 58.2K engagements


"To China Stock Market Is Trump Weak Spot -- WSJ (Wall Street Journal) --Chinese leader Xi Jinping believes the president will fold before launching new tariffs that would roil markets By Lingling Wei and Gavin Bade In its trade standoff with Washington Beijing thinks it has found America's Achilles' heel: President Trump's fixation on the stock market. China's leader Xi Jinping is betting that the U.S. economy can't absorb a prolonged trade conflict with the world's second-largest economy according to people close to Beijing's decision-making. China is holding a firm line because of its"  
[X Link](https://x.com/spacanpanman/status/1978488882078314934) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T15:51Z 34K followers, 10.3K engagements


"$TE: Just found this video tour of T1 Energy's G1 Dallas mfg plant w/ Nextracker $NXT and Conway Energy $CWEN. Only had XX views when I watched it. We're so early"  
[X Link](https://x.com/spacanpanman/status/1978525949063737412) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T18:18Z 34K followers, 9999 engagements


"$TE: Someone was selling their $TEWS warrants at 27c which is an implied volatility of 80%. Looking at April 2026 options implied vol is around XXX% and stock recently hit 120%. Plugging XXX% implied vol into the model spits out 72c for the warrants. Not saying they should trade there but seemed like a great discount. Keep in mind the warrants have a $XXXXX strike and they expire 7/9/26 so they're risky w/ limited time left. I added warrants and lifted some calls"  
[X Link](https://x.com/spacanpanman/status/1978533892136014309) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T18:50Z 34K followers, 5975 engagements


"$RKLB: Baird initiates research coverage of Rocket Lab with $XX Price Target and Outperform Rating The company's position as a reliable space launch provider is "firmly established" through its XX% mission success rate the analyst tells investors. The firm sees the XX% compound annual growth rate for revenue through 2030 that consensus projects being supported by the larger Neutron rocket helping the company enter the "highly-lucrative" medium-lift market as a direct competitor to SpaceX's Falcon X rocket the analyst added"  
[X Link](https://x.com/spacanpanman/status/1978554136405692837) [@spacanpanman](/creator/x/spacanpanman) 2025-10-15T20:10Z 34K followers, 40K engagements


"$ASTS: 100%"  
[X Link](https://x.com/spacanpanman/status/1978623011478552721) [@spacanpanman](/creator/x/spacanpanman) 2025-10-16T00:44Z 34K followers, 16.4K engagements


"$ASTS: This just hit the tape - AST SpaceMobile partner Vodafone Turkey acquires 100mhz of 5G spectrum in auction. I believe the 20mhz of 700mhz spectrum will be a key enabler of AST SpaceMobile service in Turkey👀 Vodafone's Turkish business buys 5G spectrum for USD627 million By Alliance News (Alliance News) - Vodafone Group PLC on Thursday said that its Turkish subsidiary has bought 5G spectrum for a total of USD627 million or GBP466.7 million. The Berkshire England-based telecommunications provider made the purchase through Vodafone Turkey at an auction by the Turkish telecommunications"  
[X Link](https://x.com/spacanpanman/status/1978815763289886883) [@spacanpanman](/creator/x/spacanpanman) 2025-10-16T13:30Z 34K followers, 30.7K engagements


"$ASTS: XXX shares filled at $XXX 🚀🚀🚀"  
[X Link](https://x.com/spacanpanman/status/1978829511274750407) [@spacanpanman](/creator/x/spacanpanman) 2025-10-16T14:24Z 34K followers, 16.4K engagements


"$ASTS: Starlink vs. AST SpaceMobile Valuation Over Time"  
[X Link](https://x.com/spacanpanman/status/1978839451972366681) [@spacanpanman](/creator/x/spacanpanman) 2025-10-16T15:04Z 34K followers, 58.8K engagements


"$ASTS: Mapped out against Starlink development where is AST SpaceMobile"  
[X Link](https://x.com/spacanpanman/status/1978841489091227711) [@spacanpanman](/creator/x/spacanpanman) 2025-10-16T15:12Z 34K followers, 26.1K engagements


"$ASTS: A REVIEW OF WHAT LIES AHEAD AND RECENT MILESTONES ACHIEVED Upcoming Catalysts: + BB6 India Launch + BB7 Delivery to Florida and Launch + BB8 - BB10 Delivery to Florida and Launch + Execution of more definitive commercial agmts w/ prepaid revenue and/or investment w/ Bell Canada Telefonica Saudi Telecom and more than XX global MNOs + Golden Dome Award(s) + SDA HALO Award(s) + FirstNet Investment and Definitive Commercial Agreement + FCC approval for full US commercial service + Block-2 Launches in Batches of 3x 4x or 8x satellites every 1-2 months + Unlocking portion of $20M $25M and"  
[X Link](https://x.com/spacanpanman/status/1978869781705945413) [@spacanpanman](/creator/x/spacanpanman) 2025-10-16T17:04Z 34K followers, 71K engagements


"Markets off on credit worries. Regional banks taking a hit while rates go lower"  
[X Link](https://x.com/spacanpanman/status/1978871307476377813) [@spacanpanman](/creator/x/spacanpanman) 2025-10-16T17:11Z 34K followers, 330.3K engagements


"Are we having fun yet *TRUMP: SUCH HIGH TARIFFS ON CHINESE GOODS NOT SUSTAINABLE *TRUMP ASKED IF HIGH CHINA TARIFFS WILL STAND: NO *TRUMP: I THINK WE'LL BE FINE WITH CHINA"  
[X Link](https://x.com/spacanpanman/status/1979144346894037381) [@spacanpanman](/creator/x/spacanpanman) 2025-10-17T11:15Z 34K followers, 11.8K engagements


"$TE: "The AI story is no longer about chips it's about Power Shortages. Solar and storage are seen as the fastest cheapest grid power sources" Take 5-10 minutes to read this great T1 Energy writeup by @hiteshkar TLDR: "T1 Energy is the only pure-play on three unstoppable forces: AIs power hunger China containment and manufacturing reshoring. Trading at 1/3rd of First Solars multiple despite controlling Americas most advanced solar supply chain. G2 Austin decision in Q1 2026 will either create a $20+ stock or an acquisition target. The tariff moat is permanent; the AI demand surge is just"  
[X Link](https://x.com/spacanpanman/status/1979160092990652892) [@spacanpanman](/creator/x/spacanpanman) 2025-10-17T12:18Z 34K followers, 19.9K engagements


"$PGY: Jefferies and Oppenheimer reiterate Buy Ratings and $XX and $XX Price Targets respectively"  
[X Link](https://x.com/spacanpanman/status/1979162901475717174) [@spacanpanman](/creator/x/spacanpanman) 2025-10-17T12:29Z 34K followers, 30.6K engagements


"$ASTS: I monetized my short dated spec option positions on Wednesday and used todays pullback to re-rack some upside. Catalyst season awaits"  
[X Link](https://x.com/spacanpanman/status/1979222010673746289) [@spacanpanman](/creator/x/spacanpanman) 2025-10-17T16:24Z 34K followers, 10.2K engagements


"Do you know how much SpaceX is worth $400B Do you know how much Starlink contributes in terms of Revenue and Profitability It's about 70-73% This chart is assumes Starlink is about XX% of SpaceX's overall value which is $400B x XX% = $260B currently This chart is to give people an idea of progress vs. valuation . Like many things in finance people look for pattern recognition and benchmarking"  
[X Link](https://x.com/spacanpanman/status/1979232382650589615) [@spacanpanman](/creator/x/spacanpanman) 2025-10-17T17:05Z 34K followers, XXX engagements


"$ASTS: AST SpaceMobile Founder Board Chair and CEO Abel Avellan receives: $X Salary $X Bonus $X Stock Awards He is the ultimate owner operator through his XX% ownership of Class C shares. Aside from collaring X% of his shares in Nov 2024 ABEL HAS NOT SOLD A SINGLE SHARE"  
[X Link](https://x.com/spacanpanman/status/1979292039242989643) [@spacanpanman](/creator/x/spacanpanman) 2025-10-17T21:02Z 34K followers, 86.7K engagements


"$ASTS: I think @Reformed_Trader is spot on with his analysis here as we head into the multi-launch campaign augmented by several big catalysts some of which I don't think the market is "pricing in""  
[X Link](https://x.com/spacanpanman/status/1979299314456498277) [@spacanpanman](/creator/x/spacanpanman) 2025-10-17T21:31Z 34K followers, 39.5K engagements


"$GOOGL: Google owns XXX% of AST SpaceMobile XX% of Anthropic and X% of SpaceX. Runs Gemini. Powers Claude w/ TPU chips. Handles XX% of search. Runs YouTube. Tracks the world thru Maps. Owns Android. Powers 3B devices. Dominates ads email cloud browser Google is the internet"  
[X Link](https://x.com/spacanpanman/status/1979503243077296347) [@spacanpanman](/creator/x/spacanpanman) 2025-10-18T11:02Z 34K followers, 41.1K engagements


"$ASTS: Bears like to refer to historic financials to claim AST is overvalued. However as any investor knows you value a company based on future expectations. Deutsche Bank Estimates 2025-2030 Revenue $62M $419M $1.5B $3.1B $4.3B $5.3B"  
[X Link](https://x.com/spacanpanman/status/1979707874835370123) [@spacanpanman](/creator/x/spacanpanman) 2025-10-19T00:35Z 34K followers, 25.4K engagements


"$ASTS: Bears like to refer to historic financials to claim AST is overvalued. However as any investor knows you value a company based on future expectations. DB Estimates 2025-2030 EBITDA & Free Cash Flow -$122M / -$998M $207M / -$550M $1.2B / $320M $2.9B / $1.6B $4B / $2.6B $4.9B / $3.4B"  
[X Link](https://x.com/spacanpanman/status/1979708560930967751) [@spacanpanman](/creator/x/spacanpanman) 2025-10-19T00:37Z 34K followers, 13.3K engagements


""US Opening Up Contract to Bring SpaceX Rivals to Space" - Duffy By Kasia Klimasinska (Bloomberg) -- The US is in the process of opening the contract that SpaceX has to land on the moon Transportation Secretary Sean Duffy tells Fox News. Were going to have a space race in regard to American companies competing to see who can actually get us back to the moon first SpaceX is behind schedule he says adding he expects companies like Blue to get involved referring to Blue Origin"  
[X Link](https://x.com/spacanpanman/status/1980257101613031904) [@spacanpanman](/creator/x/spacanpanman) 2025-10-20T12:57Z 34K followers, 24.7K engagements


"$ASTS: Big news from Cohere Technologies that will be transformational for AST SpaceMobile. For those that don't know former Vodafone CTO Johan Wibergh sits on the board of both AST SpaceMobile and Cohere. SpaceMob has linked the two companies working closely together"  
[X Link](https://x.com/spacanpanman/status/1980270310176809340) [@spacanpanman](/creator/x/spacanpanman) 2025-10-20T13:50Z 34K followers, 29.6K engagements


"$TE: Great post by @yeahdrdave on T1 Energy. If you like Nukes you're going to love Solar According to ChatGPT Solar will be the dominant energy source to meet the ever increasing demand for electricity. There's only X US mfgs to invest in = $FSLR and $TE"  
[X Link](https://x.com/spacanpanman/status/1980328829832106454) [@spacanpanman](/creator/x/spacanpanman) 2025-10-20T17:42Z 34K followers, 16.9K engagements


"1/ $ASTS: 🚨MEXICO GOVERNMENT OWNED ATLAN TEST PILOTS AST SPACEMOBILE TO PROVIDE XXX% NATIONWIDE CELLULAR BROADBAND COVERAGE OVER ITS 700MHZ SPECTRUM AST SpaceMobile according to the industry has a close relationship with the Slim family which would also make it Telcel 's main ally . Furthermore it is expected that any relationship AT&T establishes in the United States for D2D will be the same one used in Mexico. In this context AST SpaceMobile's tests with Altn are interesting since if a commercial agreement is reached it opens the door for the three Mexican operators to offer D2D service"  
[X Link](https://x.com/spacanpanman/status/1980429414904086685) [@spacanpanman](/creator/x/spacanpanman) 2025-10-21T00:22Z 34K followers, 54.1K engagements


"2/ $ASTS: Mexico's Atlan went into bankruptcy in 2021 after failing to meet buildout requirements for its 700MHz spectrum. It has been rumored in the past to potentially work with AST SpaceMobile"  
[X Link](https://x.com/spacanpanman/status/1980429417072718270) [@spacanpanman](/creator/x/spacanpanman) 2025-10-21T00:22Z 34K followers, 8022 engagements


"@eleconomista $ASTS - AST SpaceMobile connecting the unconnected in Mexico"  
[X Link](https://x.com/spacanpanman/status/1980434812403085718) [@spacanpanman](/creator/x/spacanpanman) 2025-10-21T00:43Z 34K followers, 2218 engagements


"@kingtutcap $ASTS:"  
[X Link](https://x.com/spacanpanman/status/1980436025135767683) [@spacanpanman](/creator/x/spacanpanman) 2025-10-21T00:48Z 34K followers, 3186 engagements


"$TE: The US is needs to catch up to China in solar. T1 Energy will help us get there"  
[X Link](https://x.com/spacanpanman/status/1980578844152311825) [@spacanpanman](/creator/x/spacanpanman) 2025-10-21T10:16Z 34K followers, XXX engagements


"$ASTS: All the puzzle pieces are clicking into place 🧩"  
[X Link](https://x.com/spacanpanman/status/1980611548738425080) [@spacanpanman](/creator/x/spacanpanman) 2025-10-21T12:26Z 34K followers, 14.8K engagements


"$ASTS: Volatility is SpaceMobs best friend"  
[X Link](https://x.com/spacanpanman/status/1980681312513192323) [@spacanpanman](/creator/x/spacanpanman) 2025-10-21T17:03Z 34K followers, 9835 engagements


"$ASTS: ASTS offering $850M convertible notes due 2036 and also retiring $50M of XXXX% convertible notes due 2032. NO TERMS / PRICE TALK YET AST must have got reverse inquiry from convertible investors to issue more paper. Will be interesting to see where terms come out on this issue. I bet we could see near zero coupon. PR:"  
[X Link](https://x.com/spacanpanman/status/1980728874905260226) [@spacanpanman](/creator/x/spacanpanman) 2025-10-21T20:12Z 34K followers, 50K engagements


"$ASTS: Initial Price Talk on $850M Convert 20-25% Initial Conversion Premium 1.75-2.25% Coupon $150M Overallotment Option"  
[X Link](https://x.com/spacanpanman/status/1980729988757483563) [@spacanpanman](/creator/x/spacanpanman) 2025-10-21T20:16Z 34K followers, 31.6K engagements


"$ASTS: "AST SpaceMobile intends to use the net proceeds from the Notes Offering for general corporate purposes including without limitation funding the deployment of AST SpaceMobiles worldwide constellation of satellites in anticipation of adding incremental strategic markets for its SpaceMobile Service." Also liquidity update in 8-K: 9/30 Cash Balance = $1.22B ATM Issuance Since 10/7 = $277.4M $850M + $150M Convert = $1B Pro Forma 9/30 Cash Balance = $XXX Billion"  
[X Link](https://x.com/spacanpanman/status/1980731961015693402) [@spacanpanman](/creator/x/spacanpanman) 2025-10-21T20:24Z 34K followers, 39.7K engagements


"@endless_frank They got big plans"  
[X Link](https://x.com/spacanpanman/status/1980734585550872584) [@spacanpanman](/creator/x/spacanpanman) 2025-10-21T20:35Z 34K followers, 3056 engagements


"$ASTS: Remember when shorts pressed after ATM announcement Be ready"  
[X Link](https://x.com/spacanpanman/status/1980735258568835274) [@spacanpanman](/creator/x/spacanpanman) 2025-10-21T20:37Z 34K followers, 16.5K engagements


"The Trumps loaded their bags on the dip. Send it lol"  
[X Link](https://x.com/spacanpanman/status/1977417447172141309) [@spacanpanman](/creator/x/spacanpanman) 2025-10-12T16:53Z 34K followers, 34.5K engagements


"$ASTS: 💯 agree with this post on the change in language and what it could imply"  
[X Link](https://x.com/spacanpanman/status/1980773543785767252) [@spacanpanman](/creator/x/spacanpanman) 2025-10-21T23:09Z 34K followers, 14.4K engagements