Knot 🅰️ Clew

Offshore sailor.....member of Sp🅰️cemob since May 2024.......and ready for some serious change!

[Knot 🅰️ Clew @Knot_a_Clew]

@zimman16 @ASTS_SpaceMob @AbelAvellan @AST_SpaceMobile I hate when good companies focus on the things that matter and make them better and stronger as a whole. Instead, they should be focusing on pumping the stock price to make me feel better....LOL!

[Reformed Trader @Reformed_Trader]

Everyone wants to buy low and sell high until it's time to buy low

[DescipleOfSatoshi @Block2theChain]

$ASTS Guys, this moment feels very familiar.

In 2018, $TSLA was in what Elon Musk called “production hell.”

Tesla had already proved the car worked.

The problem was building enough.

Targets were missed.
Timelines slipped.
Cash was burning.
Wall Street was losing patience.
Elon was literally sleeping at the factory.
$TSLA was trading around $20 split-adjusted.
The vision hadn’t failed.

Reality was just taking longer than the PowerPoint.

And I think that's exactly where $ASTS is today.

Abel Avellan has already proved something that once sounded insane: you can connect an ordinary smartphone directly to a giant satellite in space.

Now comes the horrible part.

Building them.
Launching them.
Deploying them.
Again. And again. And again.

And yes… timelines have slipped.

AST originally targeted ~45 satellites in orbit during 2026. That moved into early 2027.

It's frustrating.
But here’s what hasn’t changed:
The technology works.
60+ mobile operators. 3B+ subscribers. ~$1.3B contracted revenue + government awards. BlueBirds moving through production.

And the potential market keeps getting bigger.

This reminds me so much of Tesla 2018.

Elon wasn’t really building a car.

He was trying to prove electric cars could become an industry.

Abel isn’t really building satellites.

He’s trying to make space part of the cellular network.

Tesla eventually escaped production hell.

$TSLA went from roughly $20 in 2018 → $265+ in early 2021.

Will $ASTS follow the same timeline?

No idea.

Will every launch work? No.

Will Abel miss more dates? Probably 😂

But I think we are much closer than it sometimes feels.

Because building something that has never existed before is messy as fuck.

2018 Tesla looked broken.
In hindsight, it was being built.
Maybe that's exactly what we’re watching with $ASTS today.

🛰️First they prove it can work.

🏭 Then they prove they can build it.

🚀 Then they prove they can scale it.

💰 Only then does the world understand what they actually built.

I just want to know if Abel is sleeping on the factory floor?

$ASTS

@Defiantclient2 @spacanpanman @AST_SpaceMobile @ASTS_SpaceMob @AbelAvellan

[Erin @Eeinbysinm]

$ASTS has no competition and is is building a network that will likely print billions of $ of free cash flow practically overnight.

Watch this video to learn everything you need to know about
$ASTS.

[Knot 🅰️ Clew @Knot_a_Clew]

@farman4x 36

[PK_Fund @PK_Fund]

$ASTS I find it amazing how little people understand what ASTS is doing and creating. I was reading comments on LinkedIn about latency is going to be insane. Of course, I told them they are low orbit and the latency is 0.03 to 0.04 seconds lol. I have to constantly explain to SpaceX people what Starlink actually is and what is not. They are all so confused about their investments lol. Not saying they aren’t going to be successful but they don’t do what ASTS does and they sure the hell don’t have the same customer base. ASTS will be at least a market cap of 500 billion by 2032.

[Leo Edge @LeoCapital_01]

The $ASTS X feed has been bullish all year, celebrating every LinkedIn post, partnership hint, FCC filings, and bit of speculation. Almost all of it is true. But as I keep saying, none of it moves the needle. The bottom line is satellites in orbit. Everything else follows from that. The business model and the tech are built for it, and you don't need to be a genius finance guru to see that.

I watched AST's latest video this week and want to share my read, both as an investor and as an engineer who's worked on complex hardware systems.

As an investor: the company needs to be more transparent about how it plans to hit the targets it states on earnings calls. They're early stage, and nobody should expect them to hit every target on time. That's normal. But transparency goes a long way toward building trust, and AST has real work to do on the IR side. Say what's slipping and why. That builds more confidence than a polished video does.

As an engineer: I'm not surprised or worried about timing on the next batch, and I genuinely appreciate the focus on scaling manufacturing. Building complex hardware at scale is hard, whether it's space, biotech, or automotive. Things go wrong on the line. They're usually addressable, sometimes high-impact, but having lived through this at multiple companies, it's rarely catastrophic unless the problem is in the design. Nothing suggests that here. Remember what Elon said at Tesla: the factory is the product. AST is proving that out.

So I'm bullish on the company. Would I have preferred no delays? Of course. But delays are expected at this stage, and I'm fine staying patient as long as they keep scaling manufacturing and have a clear path to launching. That path is the thing to watch, and we should see it soon.

One last thing. If someone attacks you for asking the company for more transparency, just because you don't have a finance or hedge fund background, ignore them and move on. It's your money. Not everyone has an engineering background to appreciate why manufacturing hiccups on a fleet of massive satellites are normal. Asking questions isn't weakness. Demanding transparency from a company you own is exactly what a good investor does. Don't let anyone make you feel otherwise.

🛰️ $ASTS

[Justin 🅰️ @jusbar23]

$ASTS: 🚨🚨 US SPACE DEVELOPMENT AGENCY BACKS AST SPACEMOBILE 902-928 MHZ TESTING APPLICATION.

"SDA awarded Prime Contract FA24012490018 to Systems & Technology Research LLC (STR), under which AST SpaceMobile performs as a subcontractor to conduct an on-orbit demonstration of commercial-based tactical satellite capabilities."

"SDA has determined that the capabilities to be demonstrated under this STA are of significant interest to the Department of War, and more specifically the Space Based Sensing and Targeting— Portfolio Acquisition Executive (SBST-PAE)"

https://t.co/nXtR1tLjZB

[iPilot🅰️ @OmniAeronautica]

$ASTS. The choice is not remotely close.

First, $64 versus $62 is meaningless. Share price is not valuation. At $64, $RKLB is valued at roughly $41 billion using its guided Q3 share count, substantially more than $ASTS.

Rocket Lab is a good company wrapped in an extremely expensive stock. Investors are already paying for Electron, an unflown and delayed Neutron, space systems, defense ambitions, and an $8 billion Iridium integration as though every segment will execute perfectly and command a premium multiple.

Management alignment makes the comparison even worse.

Peter Beck sold 3.28 million shares for approximately $286 million in July. CFO Adam Spice sold 1.39 million shares for approximately $103 million in January, then exercised options and sold another 140,157 shares for approximately $8.8 million on September 2. Meanwhile, Rocket Lab is using stock, cash and debt to acquire Iridium. At RKLB, expensive equity has become both acquisition currency and insider liquidity.

Abel Avellan has made no comparable open-market sale of his founder position. He remains deeply economically invested and retains his controlling voting interest. Even his prepaid-forward arrangement preserves his voting rights during its term and does not settle until 2028. He continues to treat ASTS shares as ownership and control, not a cash register.

Nor does buying Iridium give Rocket Lab an AST-equivalent network. It acquires a legacy L-band constellation offering narrowband direct-to-device and Internet of Things capabilities, not AST’s high-capacity broadband architecture connecting ordinary phones through more than 60 mobile-network partners covering over three billion subscribers.

Rocket Lab sells launches, spacecraft and components into competitive markets. AST is building what could become the orbital cellular toll road.

One management team is monetizing the valuation. The other founder is preserving his ownership of the outcome.

$ASTS, without hesitation.

[Knot 🅰️ Clew @Knot_a_Clew]

@farman4x 6 is the answer

[Knot 🅰️ Clew @Knot_a_Clew]

@farman4x 9 is correct answer

[BB Invest @belbeleggers]

🚨 BREAKING: Did MrBeast just stealth-test the future of telecom?

In his new clip, people are calling each other from the desert, the Amazon, AND Antarctica. The catch? They are using regular iPhones.

The video is sponsored by Google. But wait... how do you get cell service in Antarctica?

Here is the missing puzzle piece: Google has a massive partnership with $ASTS (AST SpaceMobile). 🛰

ASTS beams broadband from space directly to everyday smartphones. No satellite dish needed.

Is this a low-key showcase of the ASTS network in action? What do you guys think?

[Shay Boloor @StockSavvyShay]

Japan may be laying groundwork for its own $ASTS BlueBird constellation after filing a 136 satellite J BLUEBIRD NGSO architecture with the ITU.

That starts to shift the story from AST to potentially becoming platform countries use to build sovereign satellite networks.

[Erin @Eeinbysinm]

$ASTS: 🚨🇯🇵 JAPAN'S MINISTRY OF INTERNAL AFFAIRS AND COMMUNICATIONS FILES A NEW 136 SATELLITE CONSTELLATION AT THE ITU UNDER "J-BLUEBIRD-NGSO" DESIGNATION

On 9/4, Japan’s MIC formally filed a new satellite constellation with the ITU called J-BLUEBIRD-NGSO. This is not a third-party label or speculation --> the Japanese government itself is filing a constellation under AST SpaceMobile's BlueBird satellite name.

The filing package describes a steerable, high-gain communications system with broad frequency use and coverage across the visible Earth, and the associated constellation data points to 136 satellites across 34 orbital planes. That is not the footprint of a small pilot. That is the architecture of a full-scale sovereign communications constellation.

Now put this together with everything else we already know: Rakuten/RAST was selected for Japan’s J-LEO program, Japan has discussed up to ~$1B of government capital, Rakuten has said J-LEO is separate from its ordinary commercial AST service, and it has openly talked about creating Japan’s first “Japanese-flagged” LEO satellite. The pieces are starting to line up in a very big way.

AST SpaceMobile is looking at something far larger than just selling capacity to Rakuten --> it could be serving the government of Japan. Dedicated satellites, launches, ground infrastructure and a sovereign Japanese network built around AST’s platform. That is a completely different magnitude of opportunity.

The biggest takeaway. Japan is effectively saying, “we want our own BlueBird constellation,” and this could become the template for other countries that want sovereign space infrastructure without developing an entire LEO platform from scratch. AST may not just be building one global network — it could end up becoming the underlying platform for national satellite networks around the world for the US, Japan, the European Union, Brasil and more.

ITU reference: J2026‑83391

[Knot 🅰️ Clew @Knot_a_Clew]

@BlueBirds33782 @StockSavvyShay All good. As an offshore sailor, I have a use for it for redundancy..... but can't wait to ditch it when $ASTS is goes live!

[Knot 🅰️ Clew @Knot_a_Clew]

@GS_0529_ @StockSavvyShay Ugh, not me....Android for life!

[Knot 🅰️ Clew @Knot_a_Clew]

@BlueBirds33782 @StockSavvyShay Although I'm a huge $ASTS bull that's been in since May 2024, this photo is very disingenuous.... check out the IridiumGo product. It creates a hotspot using the Iridium network so you can connect your existing smartphone. It still sucks, but not nearly this bad.

[Nathan Cole @Linker868]

$ASTS next ground station completed in Canada. Bullish

[Jeff 🅰️🚁 @MindlessMechani]

$ASTS

TheKookReport will broadcast LIVE on Monday night!!
Not the usual Sunday night!!

Note it!! Tell your friends!!

[Knot 🅰️ Clew @Knot_a_Clew]

@earthaeroforce Uhhh, I don't think you understand what $ASTS is working on the defense side.... it's doing a lot more than just commercial D2D comms. It is definitely part of the story.