Connect Beyond Towers 🅰️

All opinions are my own and may not reflect those of my employer. Any mention of stocks is pure speculation and not financial advice

[Connect Beyond Towers 🅰️ @BeyondTowers]

@blueorigin Wow, that was crazy. Glad everyone is ok. Wish you all the best in figuring this out, fixing it and launching again.

[Connect Beyond Towers 🅰️ @BeyondTowers]

🚀 Orbital data centers are no longer science fiction.

Blue Origin is arguing that space-based compute could benefit from:
• Constant solar power ☀️
• Passive cooling ❄️
• Independence from terrestrial infrastructure 🌎

The next decade in space is going to be wild.

[FCC Filing Alerts @fccfilingalerts]

🚨🚨 Blue Origin - FCC Docket SAT-LOA-20260310-00118

Blue Origin, LLC submits a consolidated opposition and response to comments filed against its application for authority to launch and operate its Project Sunrise orbital data center system. Blue Origin argues that the opposing comments mischaracterize the regulatory framework, raise issues outside the FCC's jurisdiction, or rely on speculative assertions. They request the FCC to grant their application, highlighting the benefits of orbital data centers, including constant solar power, passive radiative cooling, and independence from terrestrial resources. Blue Origin contends that the FCC possesses sufficient authority to grant the application and that requested waivers are consistent with precedent. They commit to mitigating impacts to optical astronomy and compliance with existing rules. They state the public interest favors the application, as it advances American leadership in space and AI.

🔗 https://t.co/qED6B5UfOP

[Connect Beyond Towers 🅰️ @BeyondTowers]

@LuckyStuey @AlexfromBabylon

[Connect Beyond Towers 🅰️ @BeyondTowers]

@LuckyStuey @69_not_a_burner I don’t believe that. What’s your basis for making such a claim? Just spreading more trash?

[TheKOOKReport @thekookreport]

It would be a damn shame if an account with 17,000 followers were to point out the max gamma pain point for dealers tomorrow. A damn shame! $ASTS

$130 is where a war will be fought.

[Connect Beyond Towers 🅰️ @BeyondTowers]

@scott_m_powell @spacanpanman Hope you have a wonderful trip Scott. We’re traveling from Santorini to Athens on the 22 and flying out on the 25.

[Connect Beyond Towers 🅰️ @BeyondTowers]

@MWM76 @CraigBr13961410 Almost a $5M bet that ASTS hits $199.10 by September.

[Connect Beyond Towers 🅰️ @BeyondTowers]

@corey407woc Waiting to see if he posts receipts again this time.

[Connect Beyond Towers 🅰️ @BeyondTowers]

@scott_m_powell @spacanpanman I’d like to see the launch in June too, but I am also taking my family to Croatia and Greece in June. We’ll visiting Split, Dubrovnik, Corfu, Santorini, and Athens. So we’ll have to watch this one online.

[Connect Beyond Towers 🅰️ @BeyondTowers]

@oliviatrading_6 Congratulations. That’s fantastic.

[Connect Beyond Towers 🅰️ @BeyondTowers]

@AceCrouton Congratulations. That’s awesome.

[Connect Beyond Towers 🅰️ @BeyondTowers]

Congratulations team. $ASTS #ConnectingtheUnconnected

[AST SpaceMobile @AST_SpaceMobile]

BlueBirds 8 and 10 have officially arrived at Cape Canaveral.

Next stop: the launch pad. 🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀

Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[Connect Beyond Towers 🅰️ @BeyondTowers]

@spacanpanman Who are you going to trust?

[Leo Edge @LeoCapital_01]

One of you DMed me asking: if $ASTS is such a generational wealth stock, why are bears shorting it to the highest levels?

Great question. Let me clarify how I think about this.

Imagine a skyscraper being built in Manhattan.
Foundation is poured. Steel is going up. 60 tenants have signed leases. Grand opening is scheduled for June.

A bear walks by, sees no tenants inside, and says: "This building has no rental income. It's worthless. I'm betting it fails."

That's what's happening with $ASTS right now.
Bears see $14.7M in quarterly revenue on a $27B company and short it. They're pricing a construction site like a finished building.

Meanwhile: 33 satellites in production. 60 carriers signed. $75-100M in contracted backlog. Launch in June. FCC approved. 98.9 Mbps proven.

The building isn't empty. It's just not finished yet. Get it?

Now -- about that short volume chart.

First thing to understand: short VOLUME ≠ short INTEREST.

Short volume is daily flow. Short interest is total position. Big difference.

Think of it like a grocery store. Short volume is how many people walked through the door today. Short interest is how many people are still standing inside.

A huge chunk of daily short volume is market makers. When you hit "buy," a market maker sells short to fill your order, then covers seconds later.
They're the cashier making change -- the money comes right back. It looks like selling. It's actually them helping YOU buy.

But the real short adding IS happening.
Here's why:

Reason 1: Revenue miss gave them confidence. $14.7M vs $36.6M expected. They see "miss by 60%" and double down. They didn't read the business update.

Reason 2: Convertible bond hedging. Funds buy $ASTS convertible bonds and automatically short the stock as a math hedge. Not a bet against ASTS. These shorts won't cover for years regardless of news.

Reason 3: They think the valuation is unsustainable. $27B market cap on $14.7M revenue. Some shorts only see that ratio.

What they're missing:
The building took a bad inspection report and held its value. Stock didn't crash to $50 on a 60% miss. It held $70+. That means buyers are absorbing every share shorts are selling.

Guidance reaffirmed: $150-200M. Half already under contract. 45 satellites targeted. Three new government contracts. Mid-June launch on Falcon 9.

Why this pattern matters:
Shorts are always most aggressive right before they're wrong.
Tesla 2019: bears shorted it every day while the China factory was being built. "No profit, overvalued." They kept adding.
Then it went from $40 to $400 in 12 months.

They were shorting the construction site. The building opened anyway.
$ASTS 🛰️

[Connect Beyond Towers 🅰️ @BeyondTowers]

Practically every mobile phone plan in America will soon have space-based cellular broadband. $ASTS

[Abel Avellan @AbelAvellan]

Space-based cellular broadband to every American is coming!🤠📶
@ATT @Verizon @TMobile

[Connect Beyond Towers 🅰️ @BeyondTowers]

Massive Validation of ASTS’s Core Thesis

The biggest telecom companies in America are publicly saying:
* satellite-to-phone is essential infrastructure
* dead-zone elimination is inevitable
* D2D becomes part of the national wireless stack
* hybrid networks are the future

$ASTS

[Will Townsend @WillTownTech]

https://t.co/NghWWCZvYb

[Connect Beyond Towers 🅰️ @BeyondTowers]

@thekookreport @SaabDaniel My stock guru 😁

[Connect Beyond Towers 🅰️ @BeyondTowers]

Thank you @AST_SpaceMobile!!! This is a huge accomplishment and unlocks the path to commercial service.

[AST SpaceMobile @AST_SpaceMobile]

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
https://t.co/z5MFyMrnTs

[Connect Beyond Towers 🅰️ @BeyondTowers]

@spacanpanman @SneedTech Does this explains SpaceX rush to IPO?

[AT&T @ATT]

One step closer to the bet🅰️ & remember -- the 🧇s pack a bigger array which means we can achieve the same (or ✨better✨) service with fewer satellites than competitors... 😎 #SpaceMob $ASTS