itsallinthe🅰️

🚀📡 Space-focused investor | Tracking $ASTS & the satellite-to-smartphone race 📊💎 Long-term conviction 🛰️🌍 “It’s all in the A.”

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨🇯🇵 RAKUTEN AND AST SPACEMOBILE TO ESTABLISH NEW JOINT VENTURE TO PROVIDE MOBILE BROADBAND SERVICE IN JAPAN

New joint venture follows similar AST SpaceMobile approaches in US and Europe

US JV: AT&T, Verizon, T-Mobile
Satellite Connect Europe JV: Vodafone, Orange, Telefonica, Telenor, CK Hutchinson

・Rakuten and U.S. ASTS to Establish New Satellite Business Company in Japan
・Deploying Satellite Communications Directly Connecting to Smartphones
・Timeline: To Be Formed Within 2026
・Investment: Nearly Equal Shares
・New Structure to Facilitate J-LEO project?
・Establishment of Joint Venture could allow other MNOs, such as KDDI, NTT DoCoMo and Softbank, to join AST SpaceMobile ecosystem

[Anp🅰️nman @spacanpanman]

$ASTS: This morning's news of the AST x Rakuten JV which will be capitalized 50/50 would suggest that they are very well positioned to win the J-LEO award.

A public/private partnership where Japan injects $1B of capital and AST x Rakuten provide the constellation + spectrum makes a ton of sense. Recall that Rakuten recently sold 50% of its stake in AST and monetized/restructured its Fintech business to raise working capital and deleverage its balance sheet giving it more financial flexibility to pursue the J-LEO project, which was announced in November 2025 and opened up for bidding in March 2026.

The Japan JV could also allow other MNOs to join or at a minimum provide competitors w/ access during emergencies which is a key goal of the Japanese government.

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile Announces BlueBirds 11, 12, and 13 Orbital Launch in the First Half of August
https://t.co/ihxGsnUPes

[Endless Capit🅰️l @endless_frank]

$ASTS Contact with BB8-10 was made within minutes and are well ahead of schedule of getting in position to unfold.

New Space X STA shows we’ll have several launches between now and January 10th 2027.

I predict we’re at a minimum of 24 satellites by year end.

We add in some combo of 2 launches with either Blue Origin, Ariane or ULA in Q1 and we easily get to 45 by the end of the Q1. Only a 3 month delay from initial projections rather than 6 months.

Beta testing starts near year end and the unlock of expanded DA’s with first responder networks adds $60 to the share price.

Markets price growth stocks at least 9 months in advance and in 9 months we have a commercial business.

It’s time for the algo’s to stop basket trading and start thinking about the immeasurable upside this company has the next 3 years because it is immense.

[Reformed Tr🅰️der @Reformed_Trader]

$ASTS now at extreme oversold levels in the stochastics and stochastic momentum index. Can persist for a few days but normally conditions are favorable for a low when these get stretched to the downside

*NFA

[C🅰️tSE @CatSE___ApeX___]

$ASTS Smooth delivery and safe return of BlueBirds 8-10 opens the door for 11-13,
14-16, 17-19, 20-22 and so on.

No complications occurred.

Also a friendly reminder that after AST contracted SpaceX Falcon9 and BO New Glenn for a total of 45 sats they added 15 (5 launches) of extra Falcon 9s on top of that. That was 474 days ago.

Then, more recently they added also ULA.

But since 474 days ago when AST pulled forward and increased their Falcon9 contract they have been heavily dependent on Falcon 9 batch launches working.

A fully functioning booster returning and three satellites flying stable in orbit at proper altitude etc is the proof that was a wise move.

Despite company claims to the contrary I believe AST can launch most of whatever they’re able to produce for the rest of the year on Falcon 9s. New Glenn isn’t really needed at scale until 2027, imo.

[C🅰️tSE @CatSE___ApeX___]

Meanwhile $SPCX applies to do pre-launch RF tests for multiple additional BlueBird missions during a 6 month long period.

Using Falcon9s out of Cape Canaveral.

🐾👌

https://t.co/a4mW8XKDXs

[Ben Jawanda @BenJawanda]

Most people have no idea what $ASTS looks like financially by 2032.

Full commercialisation kicks off in 2027. 60 MNOs. ~3 billion subscribers. Revenue scales with zero incremental hardware cost per user.

FCF turns positive in 2028 — just 18 months away.

By 2032 analysts model $3.5B+ in annual free cash flow from the world's first space-based mobile network.

You are being offered a front-row seat before it's profitable. 🛰️

#ASTS #spacemobile #space #AI #fintwit

[Anp🅰️nman @spacanpanman]

$ASTS: It’s been an emotional and volatile (stock) week. Thrilled that AST SpaceMobile launched its first batch of Block-2 BlueBirds to orbit and has the next batch ready to go. Congrats to the hard working team at AST SpaceMobile 👏

Welcome to the summer of execution 🚀

[Ch🅰️rtradamus 🔋 @Chartradamus]

$ASTS 🛰️ LINE IN THE SAND

Primary Wave 3 PT = $225+ 🟢 Barring Invalidation

As mentioned a couple days ago, $ASTS has now arrived to its W2 .786 Fib ($78), sharing confluence with the Daily BOB ($70-$77) and .618 Log Fib ($77). Although structure is cutting through the Daily 200MA ($80), the support above alongside the Weekly 50MA ($75) and Log DT Channel .75 Pivot ($75) sit below.

The lowest level for a technical higher low is $71 at this time, the W2 .886 Fib. Not fond of using this often, but it has worked in the past. Thus, slicing through $71 would be the RED FLAG that indicates onset of a C-Wave of LT Wave 4, a move that would facilitate either a double bottom or lower low in the $50-$60s.

The stock is now stretching towards extreme retracements for Wave 2 that are testing its viability to claim a new uptrend. Essentially, it is reaching the line in the sand. It needs to reverse course ASAP in my eyes.

Considering the depth of this pullback and the corresponding move measured for the oncoming Wave 3, I've decided to take the safe approach and mark the current structure as a Primary Wave structure rather than a Minor Wave one. It'll offer simpler analysis moving forward. This changes the LT outlook to $260+ as Base Case. Of course, this only stands if the stock successfully forms its higher low here to nullify a C-Wave of LT Wave 4.

[C🅰️tSE @CatSE___ApeX___]

🚨HAMMER TIME A THREAD ON $ASTS VS $SPCX PAIR TRADE REVERSING 🚨

The AST chart just printed two hammers on the relative chart vs SpaceX.

🧶🐈‍⬛ CatSE: ”You should read this thread as it contains financial advice.”

1/

[C🅰️tSE @CatSE___ApeX___]

Drag data on the three $ASTS BLUEBIRD satellites (launched June 17) shows they have already achieved successful detumble and orbital stabilization.

Very good look!👀

[Tanner Kirk Ottaway @tottaway22]

Was able to take in a quick view with our old friend @steve_larrison this morning.

Told him to be sure to watch over our 3 new $ASTS BlueBirds that are now up in space.

He’s got a front row seat to see the upcoming monthly launches.

[SpacBobby @SpacBobby]

$ASTS - Here is the buy of the century!

AST SpaceMobile has just hit the 200 day MA. It's historically been a great time to buy AST as we've seen major rallies off support.

Last 4 times we touched the 200 day:

$22 -> $54 (+145%)
$36 -> $103 (+186%)
$72 -> $104 (+44%)
$63 -> $133 (+111%)
$?? -> $??

Is this time gonna be any different?

We just had a successful batch launch of BB8-10 and you're bearish?

[AST SpaceMobile @AST_SpaceMobile]

A milestone worth lighting up New York City.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

BlueBirds 8, 9, and 10, the largest commercial communications arrays ever in LEO, are now successfully orbiting Earth.

#ASTSpaceMobile #ConnectingTheUnconnected #Nasdaq

[Reformed Tr🅰️der @Reformed_Trader]

$ASTS has traded back to the same levels as when $VZ announced their DA with ASTS. It's gone nowhere for 8 months while reaching significant milestones, the latest being a successful stacking configuration for block 2 sats.

It's also finding support off its 175ema and just above its 200sma. The fact this has consolidated for 8 months means that a new base has formed over this time period. The average range of this base that is forming is about 50%. So when it breaks away from this range it should have a steady and sustainable move.

*NFA

[Tech Investor @techinvestoor]

$ASTS

Can we stop talking about fraud and manipulation with the stock price.

The tech is built, we are in the middle of production cadence being built and launches beginning. This is $TSLA 2018.

When the birds fly we will sky.

[Kevin Chen @Defiantclient2]

$ASTS: This is why the composite casings took so long to finalize. It's hard fucking work. 👇

"During launch, the BlueBirds must withstand extraordinary forces up to 6 times Earth's gravity. This creates a MASSIVE ENGINEERING CHALLENGE as with the stacked design, the bottom satellite must now support its own weight plus the ones above it, multiplied by 6Gs. To address this, our teams have developed incredibly strong carbon fiber structures that enable us to stack up to 8 satellites at once. That means each satellite can support about the weight of a fully loaded Boeing 777 at takeoff, or nearly the weight of the Statue of Liberty minus its pedestal. That's a strong satellite."
- @Emma_Jorna

[TheKOOKReport @thekookreport]

What did we learn tonight?

- Successful integration of nearly 12 tons of satellites on an F9
- Survival of the satellites in a 3-bird stacked configuration
- Successful mission planning

Each step, $ASTS learns and de-risks. Tonight was a big deal.

We showed our composite satellites could withstand truly unreal loads. One more bear case with nails in the coffin.

[Anp🅰️nman @spacanpanman]

$ASTS: 🇺🇸 AST SPACEMOBILE - NEVER BET AGAINST AMERICAN INNOVATION

"During launch, the BlueBirds must withstand extraordinary forces up to 6 times Earth's gravity. This creates a massive engineering challenge as with the stacked design, the bottom satellite must now support its own weight plus the ones above it, multiplied by 6Gs. To address this, our teams have developed incredibly strong carbon fiber structures that enable us to stack up to 8 satellites at once. That means each satellite can support about the weight of a fully loaded Boeing 777 at takeoff, or nearly the weight of the Statue of Liberty minus its pedestal. That's a strong satellite." - @Emma_Jorna