$ASTS: Starlink's mask just came off. They are looking to go directly to consumers with Starlink Mobile globally.
This is why AT&T and Verizon welcomed T-Mobile to their satellite joint venture with AST SpaceMobile. This is why AST SpaceMobile, with the only true space-based cellular broadband solution, holds such tremendous strategic value for MNOs and others like Google, Apple and eventually Amazon.
STAY FOCUSED™️
$ASTS has a pattern of ripping 40-70%+ in 3-7 trading days, especially after sharp drawdowns like we've seen recently. If we're going to see one soon it would make sense if it's this week. And I would expect it to be towards the upper range with the biggest catalyst for the sector yet
*NFA
🚨AST UNVEILS ACTIVE RADAR CAPABILITY IS ALREADY IN SPACE ! 🚨
— FM1 AND BLOCK 1 ASSETS TESTING PULSED RADIOLOCATION IN 902-928 MHZ FOR SDA / GOLDEN DOME PROGRAMS
🧶🐈⬛ CATSE “LET’S UNPACK THIS BEAST!”
MEGA-THREAD
The Blue Origin explosion scared people off $ASTS.
The two biggest catalysts in this company's history are now both right around the corner and barely anyone is talking about it.
Catalyst one. The first ever batch launch.
BlueBirds 8, 9, and 10 going up together on a SpaceX Falcon 9 in mid-June. And the satellites are already there. BlueBirds 8 and 10 have arrived at Cape Canaveral. BlueBird 9 is en route from Texas. This is not a promise. The hardware is on the ground waiting for the pad.
Why this is the biggest launch catalyst in the story. Up to now the constellation went up one satellite at a time. A batch changes the entire trajectory. Three at once, then monthly launches behind it.
BlueBirds 11 through 33 already in advanced production with phased arrays done through 28. Manufacturing running at up to six satellites per month.
That is the path from 6 satellites today toward 45 to 60 by year end. And the multi provider strategy means SpaceX carries this batch regardless of the Blue Origin setback.
Catalyst two. The SpaceX IPO.
SpaceX filed its IPO prospectus on May 20 and is heading toward a listing at a $1.75 trillion target valuation. That single event reprices the entire space sector.
Every analyst and every retail investor is about to pour into space stocks for the first time. And $ASTS is the highest quality pure play space connectivity name on the public market.
When the SpaceX IPO dominates every headline the money that cannot get allocated shares looks for the next best thing. That trail leads directly here.
Two catalysts. Both within weeks. A batch launch that proves the constellation can scale and an IPO that floods the entire sector with capital and attention.
While everyone fixates on the rocket that exploded, the two events that actually move $ASTS are both right around the corner.
$ASTS: Quote from AST SpaceMobile in recent article:
“None of the missions planned for the next few months are scheduled with Blue Origin,” the statement said.
“Our satellites are designed to be launcher-agnostic, and we have agreements in place with multiple launch providers, giving us flexibility across our launch program,” AST SpaceMobile added.
The pure Apex move would be for Abel to have booked $1bn of additional SpaceX launches on Friday on the condition that it has to be publicly announced next week.
That way, all of Wall Street asks and learns about $ASTS during the SpaceX IPO roadshow. It would be a pure Olympic medal winning move by @scottwisniews
I hate appeals to authority but I worked at ArianeGroup a few years back, so make of that what you will : these events are more impressive than unusual. The risk-taking is worth it. That’s why you have reusable rockets in the US and we don’t in Europe. You should be proud of these failures. That is how you iterate fast. This explosion is a 6-month to 1-year delay for them, a window during which $ASTS has other alternatives to launch at least 20 satellites before December 31st, which is enough to launch the beta service worldwide, which will finance the remaining satellites to achieve full commercial service in the second half of 2027 with 45 to 60 satellites.
At less than $50 billion market cap, we are at a point of great convexity on $ASTS, because it will become one of, or maybe THE number one subscription business worldwide.
I understand people who have never worked in this field or haven’t dug deep enough to grasp the implications. I understand you can feel fear. But fear is the mind killer. It has no place in investing.
$ASTS is no science projet. It is an inevitable giant in the making because the manufacturing capabilities of $ASTS are now delivering at full speed the biggest satellites ever launched in LEO, with capabilities so critical to the United States that their launch is not up for debate.
Btw, if you think Jeff Bezos is not an alien just like Elon Musk, and you want to bet against him, good luck !
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.
$ASTS nothing has changed. Going sideways and even pullbacks at this stage is healthy and normal as the 8ema plays catch up. Most likely setting up for the next leg higher next week.
The RSIs still show strength which is also in line with where it was at this stage in prior rallies. In fact, the RSIs are stronger now than the Dec 2025/early 2026 rally.
*NFA
$ASTS BlueBird 9 has officially arrived at Cape Canaveral ahead of its SpaceX Falcon 9 launch campaign.
All three BlueBird satellites are now at the Cape putting the next deployment batch one step closer to orbit.
Convoy complete.
BlueBird 9 has officially arrived at Cape Canaveral, ahead of the next Falcon 9 launch campaign. 🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀
Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱
#ASTSpaceMobile#Broadband #ConnectingtheUnconnected
$ASTS is sitting only 15% off its all time high and the catalyst stack coming is one of the most exciting I have seen for any stock I follow.
Here’s what is coming.
BlueBirds 8, 9, and 10 already shipped. First ever batch launch on Falcon 9 coming mid-June. Every satellite that goes up expands coverage and pulls commercial billing forward. This is not a future event. The satellites are physically on their way to the launch pad.
Monthly launches confirmed after that. BlueBirds 11 through 33 in advanced production. Manufacturing running at 10 plus satellites per month. The constellation builds in real time from here.
SpaceX IPO coming in June. $1.75 trillion target valuation. Every analyst and retail investor about to pour into the space sector simultaneously. $ASTS is the highest quality pure play space connectivity stock on the market. The tide lifts everything around it.
T-Mobile just joined. Every major US carrier now signed. 500 million US subscribers inside the network. 3.3 billion addressable subscribers globally.
Government and defense contracts still completely unpriced. The US military paid Starlink hundreds of millions within two years of commercial deployment. $ASTS is next.
15% off all time highs. Five catalysts stacking on top of each other between now and year end.
The risk reward here is as good as it gets.