Prithvi Pr🅰️sad Menon

CPA US. Spacemob. Know what you own. Long and Strong American Exceptionalism. 🇺🇸🚀

[Prithvi Pr🅰️sad Menon @AkronHammer94]

@redrum_2001 Proud to be the 0.4% from India!😂🙌

[Prithvi Pr🅰️sad Menon @AkronHammer94]

Similar to the Rakuten JV in Japan, I believe $ASTS will eventually partner with Reliance Jio in India, leveraging Jio's premium 700MHz low-band spectrum (2x10 MHz contiguous nationwide block) to build a sovereign D2C I-LEO constellation. 🇮🇳🇺🇸

[Kevin Chen @Defiantclient2]

$ASTS: A POST ABOUT AST'S APPROACH TO SOVEREIGNTY

I predict there will be "J-LEOs" around the world and they will all work with @AST_SpaceMobile.

Not only does AST have a superior broadband D2D capability compared to their competitors, but most importantly of all their SpaceMobile system uses a transparent "bent pipe" architecture that respects data sovereignty. The local operator/partner owns and controls all of the data that is bounced off AST's BlueBirds, including owning and operating the ground gateways.

In contrast, with regenerative architectures such as Starlink Mobile, Starlink becomes a roaming partner existing in parallel instead of as an extension to the terrestrial network. Work with Starlink and give up control of your data. Data passes through Starlink gateways before your own.

The pragmatic reality is that building fully sovereign alternatives will take time and sustained investment. This comes with significant risks associated with cost, regulatory, and global competitiveness.

Therefore, a foreign country ought to rely on a foreign operator so long as they maximally respect sovereignty.

As @VodafoneGroup explains in their blogpost linked below, digital sovereignty is not binary. It exists across three dimensions:

1) Data sovereignty - where and how data is stored and protected.

2) Operational sovereignty - who controls and manages the environment.

3) Technological sovereignty - the origin and security of supply of the underlying technology.

AST's architecture fulfills #1 and #2 extremely well. For #3, although the BlueBird satellites are assembled, integrated, and tested in Texas, AST does have various manufacturing facilities around the world such as in Barcelona, and imports parts from around the world such as India and Japan.

AST's MNO partners around the world also own equity and have a Board of Directors seat at AST. Equity owners include @ATT, @Verizon, @VodafoneGroup, @Rakuten, @Bell, and @TELUS. Although @stc does not own equity in AST, they do own and operate a Network Operations Center in Riyadh, Saudi Arabia.

AST is as maximally sovereign as it gets. 🤝

Read more in Vodafone's blogpost: https://t.co/De7bloMCte

[Prithvi Pr🅰️sad Menon @AkronHammer94]

@thekookreport You mean hide till maturity (HTM)?😂

[Prithvi Pr🅰️sad Menon @AkronHammer94]

@spacanpanman Thanks for the insights..it will be great to represent Spacemob if there is another LVM3 launch!

[Prithvi Pr🅰️sad Menon @AkronHammer94]

@1MoreSmithHere Yes this is the correct comparison (5 vs 15). Makes sense now. A more apt comparison would be their economic life but I don't think this info is available publicly.

[Prithvi Pr🅰️sad Menon @AkronHammer94]

@1MoreSmithHere The useful life of a satellite is defined by its primary window of economic productivity, generally concluding at the point of technical obsolescence. Notably, these lifespans differ significantly between broadband and D2C satellites.

[Prithvi Pr🅰️sad Menon @AkronHammer94]

@Defiantclient2 It looks like the $1bn revenue estimate for FY27 is the floor and we are likely to significantly exceed guidance.

[Prithvi Pr🅰️sad Menon @AkronHammer94]

@Sandeman52 I entered at 110 thanks to you and Daniel Koss' commentary.🙏 Arguably the easiest 5-10x in the market on a risk adjusted basis.

[Prithvi Pr🅰️sad Menon @AkronHammer94]

Tariffs? Conflict? High Rates? American Exceptionalism doesn't care about your recession models!!!🇺🇸🚀

[FactSet @FactSet]

$SPX is now reporting its highest (quarterly) earnings growth rate for Q1 2026 (27.1%) since Q4 2021 (32.0%). #earnings, #earningsinsight, https://t.co/VoSpbLPLYz

[Prithvi Pr🅰️sad Menon @AkronHammer94]

Catse doing Catse things. Immaculate articulation!!!

[C🅰️tSE @CatSE___ApeX___]

This conceptual formula used to have a T for Technological risks.

But I no longer believe that the perception of technological risks drives $ASTS share price.

I will explain why in this thread.

No A for Algos in it either RT😼.
Just a way to show many things affect price.

1/

[Prithvi Pr🅰️sad Menon @AkronHammer94]

@thekookreport Exactly..hard to fathom he has come this far to the brink of commercialization to give it up all to one of the Mag 7s!

[Prithvi Pr🅰️sad Menon @AkronHammer94]

@thekookreport

[Prithvi Pr🅰️sad Menon @AkronHammer94]

@thekookreport As Peter Lynch once mentioned, the most important organ in the stock market is the stomach and not the brain.

[Prithvi Pr🅰️sad Menon @AkronHammer94]

@Defiantclient2 Excellent analysis!👌

[Prithvi Pr🅰️sad Menon @AkronHammer94]

@Defiantclient2 @Singtel This is huge. 🔥👌

[Prithvi Pr🅰️sad Menon @AkronHammer94]

@Sandeman52 You deserve way more. Thanks for all the insights and inspiration as well.

[Prithvi Pr🅰️sad Menon @AkronHammer94]

The reason why I sleep well at night as an $ASTS investor. Unfazed by the volatility. Zoom out and ignore the noise!!! $1tn company in the making by 2035!!!

[Tanner Kirk Ottaway @tottaway22]

I spy @AbelAvellan One of the hardest working CEOs watching his dream unfold.

$ASTS is in good hands.

[Prithvi Pr🅰️sad Menon @AkronHammer94]

@hypergrowth102 Wow respect your conviction in $HIMS. Hope you are right!🙏

[Prithvi Pr🅰️sad Menon @AkronHammer94]

@Reformed_Trader Thanks for all your insights. Mind-blowing how spot on you have been about the price action over the past year. It helps me add to my core position. 🙏