Finebaum F🅰️n

A social community site fanning the flames of the Paul Finebaum Show. Love him or hate him along with us. Currently on hiatus. $🅰️STS - #MAGA.

[Finebaum F🅰️n @FinebaumFan]

Our sources confirm that @JimTuscaloosaAl has followed @finebaum since grade school.

See "Jim" in the photo below:

[Finebaum F🅰️n @FinebaumFan]

@John_F_kJr @grok True?

[Finebaum F🅰️n @FinebaumFan]

$ASTS
https://t.co/1uz0SkjGfK

[Jesus Chrysler @JesusChryslerII]

Something All Must Witness To Believe
For those of you itching to see Puddles the Clown combine The Who’s “Pinball Wizard” with Johnny Cash’s “Folsom Prison Blues,” this is for you.
Enjoy. Or hate. It’s a free country.
Well, relatively, anyway.

[Finebaum F🅰️n @FinebaumFan]

Well, #RollTide.

[John Ziegler @Zigmanfreud]

I don’t care about the last three national champions, as long as scenes like this are not unusual in the Deep South, the SEC will always be the best football conference…
🇺🇸

[cllct @cllctMedia]

Never forget when Kyle Busch spotted this fan wearing his hat while driving next to her in traffic 🥹

This is one of the most wholesome interactions you'll ever see.

[TONY™ @TONYxTWO]

These U.S. soldiers singing Toby Keith’s American Soldier will give you chills

Incredible 🇺🇸🫡

[Finebaum F🅰️n @FinebaumFan]

@RealJamesWoods

Scared me. I thought it was Rev. James Green...

https://t.co/Pm1lkP4Qxq

[James Woods @RealJamesWoods]

Another one gone.

[Dale Earnhardt Jr. @DaleJr]

Kyle and I had a really challenging existence for many years. But we luckily took the time to figure out our differences and that was something he instigated with a conversation in his bus around how we each managed our racing teams. I was super eager for us to get on better terms. But it was he who made the effort for that to be possible. We did some media together also to laugh through some of the things we put each other through many years ago. Most recently we had even been discussing him running my Late Model at Wilkesboro this summer. He seemed extremely happy and we had planned to meet up next Thursday to get his seat to the shop. He laughed over the idea of his fans and JRM fans having to cheer in unison during that race.

Kyle was one of the greatest drivers in NASCAR history. No one can deny that. But he was also a father, a husband, brother, son, and a friend to many. My heart is broken for the Busch family. I will never be able to make sense of this loss but I am thankful that we had found a way to become friends.

[TheRealSalDePaol🅰️ @DepaolaSal]

I own both $ASTS and $RKLB. I like both companies. But the SpaceX S-1 just settled a debate that some people in the space investing community have been having for months.

SpaceX broke down their own TAM in their SEC filing:

Space Launch: $370 billion
Satellite Connectivity: $1.6 trillion

Connectivity is 4x the launch TAM. By SpaceX's own math.

And it shows up in their revenue. Starlink generated $11.4 billion in 2025 — roughly 61% of SpaceX's total revenue — growing nearly 50% year over year. Launch, the business Rocket Lab competes in, is the minority of SpaceX's business and shrinking as a percentage every year.

SpaceX didn't name Rocket Lab as a competitor in their S-1. They named $ASTS. By name. In a legally binding federal document.

Because the market that matters most in space isn't who can get things to orbit the fastest. It's who owns the connectivity layer once it gets there.

Now look at the valuations.

$RKLB: ~$75 billion market cap. $200M in quarterly revenue. Trading at roughly 90x forward sales. A great company executing well in a $370 billion launch TAM.

$ASTS: ~$34 billion market cap. The only public pure-play in a $740 billion D2D TAM that SpaceX just validated in their own SEC filing. Launching broadband satellites next month. 98.9 Mbps already proven. All three US carriers in a JV around it. Nearly 60 MNO partners globally covering 3 billion subscribers. $1.2B in contracted revenue commitments. MDA SHIELD contract. 10 government use cases. AND the most valuable spectrum position in D2D on earth — 1,150 MHz of tunable MNO spectrum globally, 45 MHz of L-band MSS in North America secured for 80+ years, and 60 MHz of S-band priority rights worldwide. SpaceX paid $17 billion just to get 65 MHz of D2D spectrum. AST already has more than anyone.

Rocket Lab is worth more than double AST right now.

That's the valuation gap the SpaceX S-1 just made impossible to ignore.

I'm not anti-Rocket Lab. I own it. But when SpaceX themselves tell the SEC that connectivity is 4x the launch TAM — and then name AST as their competitor in that market — the math on which stock represents the better opportunity becomes pretty clear.

The market the world is building toward is broadband from space to every phone on earth.

SpaceX filed the TAM. SpaceX named the competitor.

$ASTS is trading at less than half of $RKLB.

[redpillbot @redpillb0t]

Activist: "Your cows are putting carbon into the atmosphere."

Farmer: "Where did they get it?"

Activist: "What?"

Farmer: "The carbon. Where did the cow get it before it put it anywhere."

Activist: "From... eating?"

Farmer: "From eating grass. And where did the grass get it."

Activist: "The soil?"

Farmer: "The air. The grass pulled it out of the air last spring. The cow ate the grass. The cow breathed some of it back out. It went back into the air it came from."

Activist: "But it's still going into the atmosphere."

Farmer: "It's going back. There's a difference between a thing going somewhere and a thing going back. You've described a circle and you're frightened of it."

Activist: "Then just don't have the cow."

Farmer: "The grass still dies in autumn. It rots where it falls. The carbon goes back into the air either way, just without anyone getting fed in the middle."

Activist: "It's not that simple."

Farmer: "It's grass, cow, breath, grass. Or it's grass, rot, air, grass. Same circle, fewer dinners. If that's complicated for you I'd stay away from the water cycle. That one's got clouds in it."

[Supersonic Redhead🛫 @Supersonic_Red]

There’s a generation a lot of people forget exists. We were born at the tail end of the Boomers, but we are not culturally the same as people born in the 40s and early 50s. We are Generation Jones.

And honestly, it explains a lot.

We grew up in a world that still felt fundamentally analog, but we were young enough to be dragged headfirst into the digital revolution. We are the bridge generation between rotary phones and smartphones, between slide rules and AI, between Walter Cronkite and algorithm driven media.

We remember when there were only a few television channels and the entire country watched the same thing at the same time. We also adapted to the internet, email, forums, social media, streaming and now artificial intelligence. We lived before and after the technological singularity hit everyday life.

That is not a small thing.

People born in the 40s came of age in a post World War II America that was still industrial, deeply hierarchical and institutionally stable. Their formative years were shaped by the Cold War, Vietnam, the civil rights era and a society where information moved slowly.

Generation Jones came later. We inherited the aftermath of all of that.

We were the kids who watched Watergate destroy blind trust in government. We watched manufacturing begin to collapse. We saw divorce rates explode. We were the first truly latchkey generation in massive numbers. We learned independence early because many of us had to.

We grew up with one foot in old America and one foot in whatever this new thing was becoming.

We played outside until the streetlights came on but we also learned DOS commands. We learned cursive and keyboarding. We had card catalogs and Google searches. We went from vinyl records to cassette tapes to CDs to MP3s to streaming in one lifetime.

We remember maps. We remember memorizing phone numbers. We remember life before GPS and before every human interaction became filtered through a screen.

And because of that, I think Generation Jones developed a very unique perspective. We are adaptable because we had no choice but to adapt. We learned technology as adults instead of being born into it. We remember a slower world but were forced to survive in a rapidly accelerating one.

That creates a very different mindset than either older Boomers or younger Gen X and Millennials.

A lot of us also reject the caricature people now associate with “Boomers.” We were not buying houses for the cost of a sandwich in 1965. The interest rate on my first house was over 14% and that was after buying down a point. Many of us got hit by recessions, outsourcing, pension collapses and economic instability just like younger generations did. We watched promises evaporate in real time.

We understand older generations because we were raised by them. We understand younger generations because we had to evolve alongside them.

That’s why the Jones generation often feels culturally homeless. We are rarely discussed, rarely defined and usually lumped into categories that don’t actually fit us.

But we exist.

We are the human transition point between the industrial age and the digital age.

And frankly, there will probably never be another generation quite like us again.

[Jon🅰️than Cooper @realjoncooper]

$ASTS The cost basis chart is screaming one thing: accumulation.

Smart money used the 50% pullback to build positions while weak hands capitulated. Now 83.46% of holders are already in profit with the average cost basis sitting around $81 and price closing at $88.10.

The real story? The market is slowly repricing AST from a pre-revenue space company into a commercial operator with launches, government contracts, carrier partnerships, and revenue growth ahead.

Today the average holder sits near $81.

Soon the average cost of ownership could be in the $120s+ as institutions continue accumulating and the float gets locked tighter.

Shorts are fighting the last war.

What they see as overvalued, smart money sees as the early stages of a massive re-rating.

Every share accumulated here is one less share available when the next catalyst hits.

The bear thesis is shrinking. The shareholder base is getting stronger. The clock is ticking. 💣🔥🛰️🇺🇸🦾

[Finebaum F🅰️n @FinebaumFan]

$ASTS

https://t.co/9gIzilRZjH

[Ramin Ekhtiar @raminrealtalk]

California gave ONE nonprofit $1 BILLION.

To put solar panels on poor people's roofs.

You know how much solar they actually installed?

$72 million.

That's it.

So where the FUCK is the other $928 MILLION?

I'll tell you exactly where.

The same nonprofit that WROTE the law that gave them the money ALSO got the contract to run "community outreach."

Same guy runs the nonprofit AND the program. Chris Walker. Two paychecks. Look it up.

And their SISTER organization — same building, same staff, same donors — is a 501(c)(4) that endorses Democrat candidates and runs door-knocking operations in the EXACT SAME NEIGHBORHOODS.

Connect the dots, idiot.

You pay $7.50 a gallon for gas.

Cap-and-trade takes a cut at the pump.

That money flows to "climate justice nonprofits."

Those nonprofits funnel it into Democrat get-out-the-vote machines.

You. Are. Funding. The. People. Who. Are. Robbing. You.

Every time you fill up your fucking tank, you're paying for a Democrat campaign volunteer to knock on a stranger's door and tell them how amazing Gavin Newsom is.

$928 MILLION.

GONE.

And not one journalist in this state asked a single question until @jennyraeca and CAL DOGE pulled the receipts.

You think this is the only one?

There's a hundred more like it.

This is how California works now.

This is how a "blue state" stays blue when only 48% of the voters are Democrats.

Wake the fuck up.

@patrickbetdavid @VincentOshana @FoxNews @WallStreetApes @CalDOGEgov @elonmusk @libsoftiktok

We're standing in front of the building right now.

https://t.co/bYQD11T69M

[AST SpaceMobile @AST_SpaceMobile]

Peak download speed 98.9 Mbps. From space. With our Block 1 satellites.

Direct to a standard smartphone over international waters. No modifications. No new hardware.

Next-generation satellites expected to nearly double these speeds!

Built in Texas. Space-based cellular broadband. Connecting everywhere. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[AST SpaceMobile @AST_SpaceMobile]

Announcement: Mid-June launch of three Bluebird satellites aboard a Falcon 9 rocket.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
32 next-generation satellites at advanced stages of assembly to be ready for launch.
Network deployment with a launch every one to two months on average.
Space-based cellular broadband. Built in Texas.
🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[Finebaum F🅰️n @FinebaumFan]

@Mr_Derivatives You lost your fam.

Thankfully, "The (Rakuten) Trading Plan has been completed. All Sale Shares have been sold pursuant to the Trading Plan."

[Finebaum F🅰️n @FinebaumFan]

@alexisinv08 As is mine.

[Finebaum F🅰️n @FinebaumFan]

@Hanibaloss @PK_Fund Thankfully, "The (Rakuten) Trading Plan has been completed. All Sale Shares have been sold pursuant to the Trading Plan."

[Finebaum F🅰️n @FinebaumFan]

$ASTS "The Trading Plan has been completed. All Sale Shares have been sold pursuant to the Trading Plan."

[Jon🅰️than Cooper @realjoncooper]

$ASTS One of the biggest overhangs on the stock may have just cleared.

Rakuten’s filing states the trading plan has been completed and all planned sale shares were sold.

That’s why many bulls are viewing this as:

🔥 Seller exhaustion
🔥 Reduced overhang
🔥 Cleaner setup going into major catalysts

And what’s ahead?

🛰️ Satellite shipments
🚀 Faster launch cadence
📡 FirstNet + government opportunities
🛡️ Golden Dome / defense potential
💰 Revenue ramp phase

Sometimes the end of forced selling is the beginning of the real move. 🦾