SpæcBøbbÿ_ @SpacB_obby

$ASTS - Short-term price action usually dictates sentiment but if you zoom out, you see the bigger picture. No doubt, we will re-rate much higher once we get even 25 satellites in orbit. Remember that is the number we need to support “initial commercial service” with partners like AT&T and Verizon. Most analysts estimate that with 20-25 satellites, the revenue generated will cover the company’s OPEX, thereby reaching EBITDA breakeven. 45-60 satellites in orbit will get us approx cash flow breakeven!! Patience! 🛰️

$INTC - Most folks talk about their winners on X.... Here is one that got away...owned Intel last year and sold at $30 thinking it was dead money and they missed the AI revolution...oops. Intel now up 280% YTD... FML!!

$ASTS - Deutsche Bank Note on AST SpaceMobile being potentially aquired: "We believe there is strategic optionality in ASTS since a larger company looking to accelerate its own D2D plans could acquire ASTS and benefit from ASTS’ aforementioned competitive advantages" $GOOGL does own a 3% stake in AST while $META took a tour of AST's facilites a few weeks back... Not saying Abel would sell but that doesn't mean buyers will not try to aquire as the race for global space based broadband dominance heats up!

$RKLB - Rocket Lab Unveils New High-Performance Star Tracker Optimized for Accuracy in Increased Radiation Environments Rocket Lab announced its next-generation High-Performance Star Tracker, designed to improve key performance metrics for longer duration spacecraft missions in low Earth orbit and beyond. "Rocket Lab continues to evolve our end-to-end offerings by introducing state-of-the-art solutions to meet the changing needs of commercial and government missions," said Brad Clevenger, president of Rocket Lab USA. "By building on decades of experience, we're delivering a more resilient product that gives customers the high accuracy and performance they need without added cost, lead time, or manufacturing risk."

$ASTS - Deutsche Bank Note From Last Week: "We believe ASTS’ early mover status and novel satellite design yield competitive advantages for the company. Satellites with large arrays that can generate higher power and form a larger antenna than smaller satellites, which is key to optimizing communications with handheld devices having small antennas and low power limits."

Me buying the dip today

$ASTS - Catalyst season is here IYKYK!!

Justin 🅰️ @jusbar23

a month ago

$ASTS: The status of the FirstNet spectrum lease for AST has changed from pending to granted

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$HUT - Happy all-time highs to those who celebrate!! Loaded this name at $14 now $82..😎

$ASTS - Another strong bounce off the 200 day earlier this week as paper handed panicans sold into the failed NG-3 launch. Little did they know there is a rash of upcoming positive catalysts incoming that will take us much higher We got the FCC approval for full US SCS commercial service a few days ago which AST is only one of 2 companies in the world that hold this. SpaceX is the other. - The next 3 launches (3 sats each) will be with Falcon 9 - The FCC approval unlocks revenue prepayments now with our major MNO partners - Watch for more DA's to be signed now (FirstNet, Bell and around the world) We are not bullish enough!!

$ASTS - I know what I own!!

$RKLB - Rocket Lab Stock Rides 'Launch Squeeze' Momentum As Backlog Hits $1.85 Billion That "launch squeeze" narrative is getting reinforced by launch prices climbing. Rocket Lab is benefiting from customers planning around roughly 10% annual launch price hikes over the next five years, with certain manifests booked two to three years out. SpaceX raised dedicated Falcon 9 pricing to $74 million from $70 million in late February, while rideshare rates moved to $7,000/kg from $6,000/kg. Rocket Lab's Neutron rocket has been pushed to fourth-quarter 2026, but the company is being framed as a key near-term alternative as demand spills over from constrained providers. The company's backlog grew 73% year-over-year to $1.85 billion at the end of 2025, and it also has an $816 million prime contract for 18 satellites. How Rocket Lab Operates in the Space Industry: Rocket Lab is a space company that builds rockets and spacecraft, offering end-to-end mission services for civil, defense, and commercial customers. It designs and manufactures the Electron and Neutron launch vehicles and the Photon satellite platform, with operations split between Launch Services and Space Systems. That mix matters in a "launch squeeze" environment because constrained launch slots can push customers toward credible alternatives, while Rocket Lab's spacecraft business can keep programs moving even when launch timing is tight. The company serves customers globally and earns key revenue from the United States, which is central to both commercial constellations and national security demand.

$ASTS - Deutsche Bank note on the challenges $AMZN faces in it's D2D efforts. In short, it's a nothing burger for AST SpaceMobile's biz

$CAR - The world is healing...🚗 Avis with it's first red candle in a month!!

$RKLB - I'm bullish, Analysts are bullish, Chart is bullish... We are headed to all-time highs shortly. Enjoy the ride! 🚀

SpacBobby @SpacBobby

2 months ago

$RKLB - Another day, another analyst upgrade. We now have 4 analysts with price targets over $100. Chart is primed for new all time highs.... Send it! 🚀

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$ASTS - Clear Street note following FCC approval: Key Points: FCC Approval Expands LEO Authorization: The FCC approved AST SpaceMobile’s modified authorization, allowing it to deploy up to 248 LEO satellites for direct to device service using 700 MHz and 800 MHz spectrum in partnership with carriers such as Verizon FCC Approval Validates Spectrum Access: Although low band spectrum is owned by carriers like Verizon and AT&T (NYSE: T, NC), FCC approval is required for ASTS to use it. This ruling validates existing leasing agreements and removes a key regulatory barrier. Low Band Spectrum Enables Core Technology: The 700 MHz and 800 MHz bands are critical to ASTS’s model, enabling connectivity on unmodified smartphones due to superior range and penetration versus higher frequency spectrum. With FCC approval, this terrestrial spectrum can now be used for space-based connectivity and is expected to be key to overall service quality. Supports MNO Partnership Model: The approval allows MNOs to extend coverage via satellite as part of their existing networks, enabling seamless service outside traditional coverage areas and formalizing agreements with partners. Strengthens Competitive Position vs SpaceX: With SpaceX (private) already operating a large direct-to-device constellation, we believe some carriers are cautious about long term disintermediation risk should they pursue subscribers directly. In our view, this development reinforces ASTS’s partner focused model as an alternative

$ASTS - lol, Rogers really wants me to stay with them…. Should I tell them the only way i’ll stay is if they partner with AST SpaceMobile? 🫡

$ASTS - Shares are now trading higher than before the NG-3 launch…😎 It doesn’t pay to be a panican!

SpacBobby @SpacBobby

2 months ago

$ASTS - Real-time view of AST SpaceMobile shorts seeing FCC approval of their 248 satellite constellation hit in after hours

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$ASTS - 🚨 FCC Grants AST SpaceMobile Commercial Authority to Deliver Direct-to-Device Cellular Broadband from Space Advancing Nationwide, Resilient Cellular Broadband Connectivity in the United States Approval enables supplemental coverage from space using 700/800 MHz premium low-band spectrum in coordination with strategic partners Verizon, AT&T, and FirstNet Supports global deployment with international operating rights for feeder links and sub-1 GHz direct-to-device spectrum, enabling country-by-country authorizations RIP 🐻!

AST SpaceMobile @AST_SpaceMobile

2 months ago

FCC Grants AST SpaceMobile Commercial Authority to Deliver Direct-to-Device Cellular Broadband from Space Advancing Nationwide, Resilient Cellular Broadband Connectivity in the United States businesswire.com/news/home/2026…

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$ASTS - Real-time view of AST SpaceMobile shorts seeing FCC approval of their 248 satellite constellation hit in after hours

welcome to me