Mount🅰️in Bluebird ⛰️🛰️

“Consumers do not currently expect this service, but in a few years they will all demand it” $ASTS

[Another Smith Here @1MoreSmithHere]

$ASTS In 2012 and 2013, MNOs were building out macro site towers for 4G/LTE with 50-150mbps peak backhaul, with some allowing for up to 300mbps to the site.

The ramifications of AST SpaceMobile being able to deliver close to 200mbps peak speeds to a cell site are massive. Not just for US rural and remote regions. Two other huge impacts:

1- Think about the impact to network resiliency. AST SpaceMobile will be able to serve as a global backup network when MNO towers and regions have outages.

2- Many developing countries are rural with minimal connectivity, certainly not rising to the level of mobile connectivity equivalent to US nationwide coverage in 2012-2014. Local MNOs will be able to extend coverage across their entire country without adding additional infrastructure by leveraging AST SpaceMobile instead.

Src: https://t.co/bcV9x14GAG

[Mount🅰️in Bluebird ⛰️🛰️ @BigBlueBirdies]

@yatharthmann @elonmusk @SECGov this is securities fraud

[TheKOOKReport @thekookreport]

How my attempt at being a paid shill would go:

Me: “Scott, I’d like to get paid for my posting activity and bullish views on your company.”

Scott: “You are suggesting that a company that deals with the world’s largest MNOs and that is a prime contractor to the US military is going to have a paid official relationship with a shit poster called TheKOOKReport? FFS, you retail guys are insane”

$ASTS

[Mike @CytoplasmicANA]

“Amazon Leo is not requesting authority for Supplemental Coverage from Space (“SCS”) service within the United States at this time. Instead, Amazon is seeking to offer D2D MSS over frequency bands already allocated to MSS, including in the 1.6/2.4 GHz band.”

Seems most likely Amazon is not going to be competing with $ASTS for MNO partners without applying for IMT frequencies or at worst will only be able to provide narrowband services.

[Mount🅰️in Bluebird ⛰️🛰️ @BigBlueBirdies]

@kingtutcap Complete pond scum

[TheKOOKReport @thekookreport]

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Production continues to ramp, as the stock market looks the other way amid summer bloodletting. That, and more, on this week's Weekly…

[THE SP🅰️CTATOR @The_SPACTATOR]

$ASTS: AST SpaceMobile’s Rodrigo Gebrim spoke at Painel Telebrasil Summit 2026 confirming AST SpaceMobile’s involvement in the JV between Verizon, AT&T & T-Mobile.

“AST will provide Direct-to-Device coverage in the US in partnership with these mobile operators.”

[Anp🅰️nman @spacanpanman]

$ASTS: Interesting aspect about the AT&T, Verizon and T-Mobile Joint Venture. The structure should enable T-Mobile to leverage AT&T's and Verizon's existing definitive commercial agreements with AST SpaceMobile. In exchange for equity and access, T-Mobile will invest cash and certain IP, and contribute to certain spectrum licenses. When the JV goes definitive, if you see T-Mobile contributing any 600-900MHz lowband spectrum you'll know exactly why.

STAY FOCUSED™️

[Steve @Steved24661]

There are nearly 400m mobile subscribers between T-Mobile, Verizon, and AT&T. If you assume T-Mobile going to $ASTS (a when, not if, in my opinion) and 100% adoption for the reasons Dr. Mike lays out below, the numbers are pretty staggering.

For example, apply a conservative $5 per month ARPU with a 50/50 revenue split (ie, $2.50 ARPU per month for AST), you get $1b of subscriber based revenue per month. Multiple that revenue over 12 months, and you get to $12b of yearly revenue from the US market alone.

This does not include international markets, first responder networks, or defense.

Know what you own.

[Mike @CytoplasmicANA]

We have now reached the point where the evidence that D2D adoption will be 100% of mobile devices is irrefutable if you have a modicum of ability to skate to where the puck is heading. I've got a few tweets below to show the broad, multi organization support for this claim. The only outstanding question is ARPU to $ASTS. I believe this will be in the 5-10 range (global blended) ultimately due to the service provided (first responder premium w/ priority/preemption, disaster resilience, demand map of devices to direct rural Capex, savings in rural tower Capex, copper and carrier of last resort sunsetting, grey zone coverage etc).

[Mount🅰️in Bluebird ⛰️🛰️ @BigBlueBirdies]

@Frobessss @Stonefoxcapital The understated 2% is for the U.S. market, which has the best coverage in the world. That percentage is much higher for the global market

[Mount🅰️in Bluebird ⛰️🛰️ @BigBlueBirdies]

@Sunshine01AV @hb_lon That's always a possibility, but it will be years until Amazon has a D2D service (if they don't partner with AST). AST will be commercial in 2027

[C🅰️tSE @CatSE___ApeX___]

AST SpaceMobile $ASTS analyst update thread.

In the last 10 days, three key notes hit:
• Piper Sandler initiated Overweight ($100 PT)
• B. Riley upgraded to Buy ($85 PT)
• Clear Street reiterated Buy on the 50% pullback

🧶🐈‍⬛CATSE: ”Here’s what changed”

1/

[Mike @CytoplasmicANA]

This is huge and the consequences of this can’t be overstated. ATT CEO says that there are some rural towers that can be replaced by NTN.

To be confident enough it to say this, the NTN replacement must be able to do all of the permutations of TN to NTN and NTN to TN handoffs. The solution must be baked in to the network core, and provide the same service quality.

I have a thread looking at some of the inevitability’s of the end state of the ASTS network. A little has changed, since I first posted this, the largest being that $ASTS confirmed to Ofcom that they can do 1:1 spectrum reuse. This means total available spectrum doesn’t have to be split in a color reuse pattern because of how sharp the rolloff is from the beams. This leads to even greater efficient due to larger blocks of spectrum in each beam.

There is a bloomberg article that i would suggest you read as part of the thread. It takes about the carrying costs associtaed with copper landlines, which will also be sunset due to a combination of FSS/D2D.

https://t.co/GCP1rmc58f

[Mount🅰️in Bluebird ⛰️🛰️ @BigBlueBirdies]

@thekookreport

[TheKOOKReport @thekookreport]

I'm excited to see what I wake up to tomorrow. Will $TMUS announce a deal with $ASTS? The market certainly does not think so. But we have the end of SpaceX exclusivity, we have the MNO JV, we have Grain Management spectrum approval. A lot of variables lined up. Isn't this a great time for $TMUS to show the market it's plan to avoid disintermediation by SpaceX?

They have the chance to do the funniest thing!

[Reformed Tr🅰️der @Reformed_Trader]

$ASTS "The pricing hasn't caught up because the story doesn't fit the equity research template. Commercial broadband analysts don't cover missile defense procurement. Defense analysts don't cover consumer smartphone connectivity. The company sits precisely at the intersection where a coverage gap exists for something that has never been built before."

[Kevin Chen @Defiantclient2]

$ASTS: There are quite a few nuggets in @AbelAvellan's latest tweet... Let's unfold them one by one. 👇

🧵1/8

[keaze @keyesmn]

$ASTS

Two things stood out to me here:

“Direct to device and radar”

And

“AI Edge Computing.”

Both obviously discussed by Spacemob, but now materializing before us.

[One Won Juan @one_won_juan]

$ASTS Just posted several roles today, most with Top Secret/SCI (TS/SCI) clearance

Various requirements for "...spectrum awareness, signal analysis... detection, classification, and geolocation activities... sensor data exploitation... situational awareness technologies" 👀