M 🅰️rkets

Ideas, Markets, News, Opinions, Perspectives. Medium to long term stocks info. Don't trade based on tweets. Ideas are NOT Buy/Sell Signals. Always put Stops.

[M 🅰️rkets @NewsoftheMarket]

@FirstSquawk Can you send rice and cars through the pipe or by airplane or trucks to Oman?

What about the re exporters?

#AskingforaFriend

[M 🅰️rkets @NewsoftheMarket]

$ASTS

Can you hear the revenue coming ?!

87.50 now , 6.38% up

[TheKOOKReport @thekookreport]

Next launch? Oh snap, they have more F9’s contracted? Looks like $ASTS had some launches booked after all. 🤷🏻

“This first stacked launch is just the beginning,” Avellan added. “BlueBirds 11, 12, and 13 will ship shortly for our next launch, while next-generation BlueBird satellites through BlueBird 37 are already in active production and assembly Our focus is firmly on execution: scaling launch cadence, manufacturing, and preparing for commercial service.”

[M 🅰️rkets @NewsoftheMarket]

$ASTS

History was just made! 🛰️ 🚀

SpaceX launched 3 massive new @AST_SpaceMobile BlueBird (8,9&10) satellites into low Earth orbit.

Imagine being in the middle of the ocean or the deepest canyon, use your regular iPhone or Android, & get blazing-fast 5G data from space!

[Scott Wisniewski @scottwisniews]

In orbit again with 3 more of the largest phased arrays ever deployed in LEO 🚀🚀🚀

[M 🅰️rkets @NewsoftheMarket]

....on a Falcon 9 rocket on June 17th, when BlueBirds 8, 9 and 10 will launch. Liftoff is targeted for 2:39 a.m. Florida time with additional opportunities available 4:15 a.m.

https://t.co/Z41XxJMMw5

[M 🅰️rkets @NewsoftheMarket]

$ASTS

HOT NEWS!

AST is hoping for a more positive result for two upcoming launches of satellites, and which could enable the operator to introduce a limited direct-to-cellular service to start later this summer.

The next launch will be of 3 AST BlueBird satellites ....

[M 🅰️rkets @NewsoftheMarket]

$ASTS

Inspite of all the massive catalysts, she is a wild one!

84 now

[Anp🅰️nman @spacanpanman]

$ASTS: AST SPACEMOBILE CATALYST SEASON

A review of what has been and what is to come

Upcoming Catalysts:
☑️BB8 - BB10 Launch on Falcon 9
☑️BB11 - BB13 Delivery to Florida and Launch on Falcon 9
☑️$1B J-LEO Japan Project Decision
☑️BB14 - BB16 Delivery to Florida and Launch on Falcon 9
☑️Block-2 BlueBird batch launches every month
☑️FCC STA to Test 900MHz Military Applications with US Space Development Agency
☑️T-Mobile Definitive Commercial Agreement
☑️Executing MLAs w/ Ariane, Mitsubishi, Relativity and others
☑️Golden Dome (SHIELD Awarded, NOBLE Up Next)
☑️Execution of other DoW, SDA, DIU, and other Military Awards
☑️FirstNet Investment and Definitive Commercial Agreement
☑️FCC Approval of Ligado Modification Application
☑️Execution of more Definitive Commercial Agmts w/ Prepaid Revenue and/or Investment w/ More ~60 global MNOs
☑️Beta Testing w/ AT&T and FirstNet in 2H 2026
☑️Updates on Google Services Agmt Partnership
☑️Initiation of Research Coverage by JP Morgan, Morgan Stanley, Goldman Sachs, others
☑️Expansion of 13x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit, Missile Defense Agency and more
☑️FCC 5G Fund grant
☑️Progress on 12 to 32x Block-2 BlueBirds in currently in Production
☑️Proposal for PNT Service Accepted by FCC as Alternative to GPS
☑️Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in early 2027
☑️Securing +$500M of EXIM and IFC non-dilutive Funding
☑️Pursuit of L- and S-Band Spectrum Licenses Globally
☑️Pursuit of Additional Lowband Spectrum in US
☑️EU Allocation of 2GHz MSS Spectrum to SatCo JV
☑️Strategic Partnerships and Investments to Focus on AI Data Center Opportunity
☑️Catalysts the SpaceMob have yet to Contemplate

Recently Completed Milestones:
✅Brazilian Regulator Anatel Approved AST SpaceMoble for Commercial Service and Allocated 10MHz x 10MHz of S-Band Spectrum
✅AT&T, Verizon and T-Mobile Joint Venture Formation
✅Achieved 99Mbps performance with Block-1 BlueBird
✅Execution of MLA w/ United Launch Aliance
🚨 FCC Approval for Full US SCS Commercial Service🚨
✅$45M Verizon Commercial Prepayment Unlocked
✅BB7 💐 Launch on Blue Origin New Glenn-3
✅Demonstrated +150mbps Peak Speed w/ Block-2 BlueBird
✅7x New Design Composite Rings Delivered to Midland
✅Acquisition of New Manufacturing Space in Midland, TX focused exclusively on Micron production
✅Telus Definitive Commercial Agreement w Strategic Investment and $200M Committed Revenue (speculated)
✅Partnership with Orange
✅Partnership with Taiwan Mobile
✅Partnership with AXIAN Telecom
✅Satellite Connect Europe Partnership (“SCE”) with Telefonica
✅SCE Partnership with Orange
✅SCE Partnership with CK Hutchinson
✅SCE Partnership with Sunrise Switzerland
✅SCE Partnership with Vodafone Romania
✅SCE Partnership with VodafoneThree UK
✅SCE Partnership with Vodafone Ireland
✅AST Awarded $30M Prime Contract by US SDA for Halo Europa Program
✅$63M to 71M of 2H 2026 Revenue
✅Development of AI Engine to Dynamically Manage Satellite Capacity and Spectrum Efficiency = Seeking 3-10x Capacity Improvement
✅Disclosed over $1.2 billion in Aggregate Contracted Revenue Commitments from Commercial Partners
✅Raised $1.08B 2.25% Convertible Note resulting in $4B of Pro Forma Cash
✅BB6 Unfolding Phased Array
✅AST Awarded Prime Contract Position on US Missile Defense Agency SHIELD Program
✅Filed w/ FCC to modify Existing License to use S-Band spectrum outside of the US
✅$175M Saudi Telecom prepayment to be made by 2025YE
✅BB6 Launched from India on ISRO LVM3
✅Micron Production to Support 6x a Month by End of Q3 2025
✅Expanded Manufacturing Floor Space to 500,000 Square Feet
✅2,000 Global Workforce
✅Established Germany as SatCo JV operations center, filed constellation with ITU
✅Closed $420M bridge financing to support Ligado spectrum transaction
✅Saudi Telecom 10-Year Definitive Commercial Agreement w/ $175M prepayment and over $1.8B value
✅Confirmed L- and S- band Spectrum to be Incorporated into Next 3GPP release
✅Verizon Definitive Commercial Agreement
✅Raised $1.15B 2.0% Convertible Note resulting in $3.2B of Pro Forma Cash and Liquidity
✅Successful Video and Voice Testing with Bell Canada
✅US Bankruptcy Court confirms AST and Ligado L-band spectrum transaction transaction, deal now only subject to FCC appoval
✅Acquired Global S-Band Spectrum Priority Rights held Under International Telecommunication Union
✅Successfully Completed the First-ever Native Voice Call (VoLTE) and Rext (SMS) with a Standard Cell Phone using AT&T Spectrum and Core Network
✅Hired JR Wilson as Chief of Networks and Spectrum, formerly AT&T VP of Tower Strategy, Roaming & In-Building Solutions
✅Raised $575M 2.375% Convertible Note w/ Capped Call struck at $120, resulting in $1.5B of Pro Forma Cash on Balance Sheet
✅Repurchased $360M of $460M 4.25% Convertible Note
✅Entered into $550M of Non-Recourse Senior Secured Term Loan to fund Ligado Transaction
✅Secured $100M Equipment Loan Facility
✅Moved to Russell 1000 from Russell 2000 Index
✅Demonstrated World's First Tactical NTN Connectivity over Standard Mobile Devices with Defense Prime Fairwinds Technologies
✅Announced Latest MNO Partnership with Vodafone Idea of India
✅Hired Jennifer Manner as SVP of Regulatory Affairs and International Strategy, Former NTIA Senior Advisor of Space and Policy and EchoStar SVP of Regulatory Affairs
✅FCC Accepts AST’s Application for US Commercial Service
✅FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST
✅Verizon and AT&T Spectrum Lease Agreements filed w/ FCC
✅FCC grants STA for beta testing w/ AT&T, Verizon, Vodafone, Bell Canada, and Rakuten
✅FCC grants STA for Firstnet Evaluation on Public Safety Band 14
✅AST SpaceMobile Forms SatCo Joint Venture w/ Vodafone to Better Serve European market, Selects Luxembourg as HQ and Germany for NOC
✅Secured $43M and $20M Contracts w/ US Space Development Agency and Defense Innovation Unit
✅AST5000 ASIC Development Finished and Integration into Block-2 Sats in Q2 2026
✅Successful Video Calls Completed w/ AT&T, Verizon, Vodafone and Rakuten
✅Exercised Multi-launch Agmts w/ SpaceX, Blue Origin and ISRO
✅Reached +3,800 Patent & Patent pending Claims
✅Initiation of Research Coverage by Bank of America, Clear Street, Roth Capital, Cantor Fitzgerald, Oppenheimer and William Blair
✅Established Coordination Agmt w/ US National Science Foundation Covering Satellite and Ground-based Astronomy Operations
✅Closed $460M 4.25% Convertible Debt Funding
✅Signed 2-3x Additional Global MNOs, Bringing the Total to +53x Covering +3.2B Subscribers
✅Opened European Research Center w/ Vodafone and University of Malaga in Spain
✅Signed Deal w/ Singapore’s Defense Science and Technology Agency
✅Joined 5G Automotive Association, which Develops and Promotes 5G-based Solutions for Connected Autonomous Vehicles

[M 🅰️rkets @NewsoftheMarket]

$KEEL

has now captured 6

We need to go to 7

Seems news is imminent: with the word LEASED!

5.98 now, 5.5% up

[M 🅰️rkets @NewsoftheMarket]

$KEEL

We need the word: LEASED!

Coming soon!

Investors are watching whether Keel can turn its Panther Creek, Sharon and Moses Lake sites into signed AI/HPC leases.

5.59 now

20$-30$ soon

https://t.co/gj57BegiKl

[M 🅰️rkets @NewsoftheMarket]

$ASTS 🚀

[AST SpaceMobile @AST_SpaceMobile]

Encapsulation complete.

BlueBirds 8, 9, and 10 are now secured inside Falcon 9's fairing ahead of launch.

A stacked configuration powered by advanced carbon fiber structures, engineered to withstand ascent forces comparable to carrying a fully loaded space shuttle orbiter during launch. 💪

Next stop: launch. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[M 🅰️rkets @NewsoftheMarket]

$ASTS

FI ownership 41%

New FI buying 0%

Short Float 30%

EPS Next Year 57.2%

***Sales YoY 1,732%***

85.40 now

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨 SPACEX AST SPACEMOBILE BLUEBIRD 8-10 MISSION PAGE IS LIVE

SpaceX is targeting Wednesday, June 17 for launch of AST SpaceMobile’s BlueBird 8-10 mission to orbit from Space Launch Complex 40 (SLC-40) at Cape Canaveral Space Force Station in Florida. Liftoff is targeted for 2:39 a.m. ET with additional opportunities available 4:15 a.m. ET. If needed, a backup launch opportunity is available on Thursday, June 18 during a launch window that opens at 2:19 a.m. ET.

A live webcast of this mission will begin about 15 minutes prior to liftoff, which you can watch here and on X @SpaceX.

This will be the 29th flight for the Falcon 9 first stage booster supporting this mission, which previously launched Crew-5, GPS III Space Vehicle 06, Inmarsat I6-F2, CRS-28, Intelsat G-37, NG-20, TD7, and 21 Starlink missions. After stage separation, the first stage will land on the A Shortfall of Gravitas droneship, which will be stationed in the Atlantic Ocean.

Launch, Landing, and Deployment
All Times Approximate

00:01:13
Max Q (moment of peak mechanical stress on the rocket)

00:02:27
1st stage main engine cutoff (MECO)

00:02:31
1st and 2nd stages separate

00:02:39
2nd stage engine starts (SES-1)

00:03:22
Fairing deployment

00:06:16
1st stage entry burn begins

00:06:39
1st stage entry burn ends

00:08:02
1st stage landing burn begins

00:08:30
2nd stage engine cutoff (SECO-1)

00:08:32
1st stage landing

00:46:00
2nd stage engine starts (SES-2)

00:46:06
2nd stage engine cutoff (SECO-2)

00:54:27
BlueBird 8 deploys

00:59:47
BlueBird 9 deploys

01:05:07
BlueBird 10 deploys

Website: https://t.co/CYSINxNLbx

[M 🅰️rkets @NewsoftheMarket]

$AAOI

FI ownership 72%

New FI buying 12.40%

Short Float 13.29%

EPS Next Year 454.35%

Sales YoY 64.32%

183 now

[Rich Peter @peterli34923561]

$AAOI --- On June 10, 2026, $AAOI announced it is fully deploying its QuantumLink™ remote network management software** across the entire network of Spectrum, one of the largest U.S. cable and broadband operators, to control all of its 1.8GHz network amplifiers. Against the backdrop of a broad market pullback in mid-June, this concrete commercial contract sent $AAOI rallying over 7.5% against the tape, proving its dominant position in the broadband and CATV infrastructure upgrade market.

In its May 7 Q1 2026 earnings, the CEO announced a major milestone: $AAOI completed its first high-volume 800G optical module shipment to a global hyperscaler (widely believed to be Amazon or Microsoft) in Q1. Management explicitly guided that 800G volume ramps will accelerate in Q2, driving explosive sequential revenue growth in the second half of 2026, especially Q3.

In late April, $AAOI won a $20,852,518 government grant from the Texas Semiconductor Innovation Fund (TSIF). It will use this non-repayable funding to expand its manufacturing facility by 210,000 square feet next to its Sugar Land, Texas headquarters, building one of the largest AI-focused optical transceiver production lines in the U.S. This eliminates capacity bottlenecks and leverages U.S. domestic supply chain political tailwinds.

1. The Mandatory Bottleneck for the Entire AI Compute Boom
Even the most powerful NVIDIA B200 or Blackwell chips are useless if data transmission latency between thousands of GPUs in a data center crushes overall efficiency. That requires 800G and eventually 1.6T high-end optical modules. This market is severely supply-constrained, and $AAOI’s order visibility stretches all the way to mid-2027—giving it extreme earnings certainty.

2. The Biggest Winner of the DOCSIS 4.0 Upgrade Cycle
Beyond AI, North American telecom operators are in the middle of a full upgrade of legacy coaxial cable networks to the faster DOCSIS 4.0 standard. As the leading upgrade supplier for legacy amplifier systems (like Gainmaker), $AAOI has seen its hardware and QuantumLink software adopted by Mediacom and Spectrum back-to-back—this is the definition of dual, non-overlapping revenue tailwinds.

3. High-Margin Software Revenue Breaks the Hardware Valuation Ceiling
The market used to assign $AAOI a low valuation because optical module hardware is a capital-intensive, high fixed-cost business. But as QuantumLink intelligent network management software deploys at scale alongside its hardware, gross margins are set to expand dramatically over the coming quarters—completely re-rating the company’s entire financial profile.

[M 🅰️rkets @NewsoftheMarket]

$IREN

73 here we come …..

63 now pre market

[IREN @IREN_Ltd]

Our vertically integrated AI Cloud platform has arrived in Europe.

Today, IREN announced it has completed the acquisition of Nostrum Group, adding 490MW of secured power in Spain to serve global demand for AI compute.

“Europe is one of the largest and fastest-growing markets for AI infrastructure, and Spain is among its most compelling entry points, with abundant renewables and strong fiber connectivity. Nostrum gives us secured power today along with a development pipeline and a great local team we're excited to work with.” - @danroberts0101

Learn more: https://t.co/f2ZWh6cBba

[M 🅰️rkets @NewsoftheMarket]

$IREN

73 here I come

60 now

[DYOptions @data168]

$IREN reaching $73 next week is possible

[M 🅰️rkets @NewsoftheMarket]

@VillagePantryD Once revenues start showing up

Rerating begins mostly then

Otherwise MU or SNDK or NVDA won’t be going as they are

Revenues come only after a contract is confirmed & then the rerating happens hence price can move higher as big funds need to move only thereafter

Let’s see

[M 🅰️rkets @NewsoftheMarket]

$KEEL

We need the word: LEASED!

Coming soon!

Investors are watching whether Keel can turn its Panther Creek, Sharon and Moses Lake sites into signed AI/HPC leases.

5.59 now

20$-30$ soon

https://t.co/gj57BegiKl

[M 🅰️rkets @NewsoftheMarket]

$ASTS
$RKLB
$RDW
$FLY
$LUNR
$SPCE
$SIDU
$RKTO

The guy who could not find these stocks below 10$ is saying that they are not worthy and everyone in the world is a fool (except him). 😂😂😂

https://t.co/4B12yZKjYB

[M 🅰️rkets @NewsoftheMarket]

$KEEL

Solid gain today

5.98 now, 8.33% up

Needs to break 6.45 and then 7.

Let's see when the news of the 3 data centers leases comes.

[McNallie Money @McnallieM]

Another banger clip from our recent visit with CEO @captainkeel on @keelinfra_ deal timing!!! ✅✅✅ $KEEL

[M 🅰️rkets @NewsoftheMarket]

$ASTS

These shorts need to be cancelled...

3 Bluebirds gonna fly next week!

87 now

[Dustin @DustinHuntwn]

While everyone is crying about $ASTS , institutions have been quietly accumulating.

In the past month, institutional ownership of $ASTS has climbed from 151M to 186M.

• 673 long. 5 short.

They probably know something that I don't.

Watching closely, don't miss out!

[M 🅰️rkets @NewsoftheMarket]

$AAOI

About to go for a rise / ride!

179 now

[PeloSwing | Options Queen🎯👸🏻 @PeloSwing]

$AAOI is sitting directly on its 50 day MA here and had a nice surge in net call premium into the close on Thursday, while net put premium stayed deeply negative. It looks like $200 is a very reasonable short-term upside target 🎯

[M 🅰️rkets @NewsoftheMarket]

Resume of a trillionaire:

Current:

$SPCX
$TSLA
#Neuralink
#Boring
#X
#xAI

Past:

Sold his first company to fund the above and Mars!

$PYPL
#OpenAI
#Zip2

Mars is waiting! $SPCX

[M 🅰️rkets @NewsoftheMarket]

#Gold and gold stocks are a great buy at this level.

4,080 for gold now, peak was 5,602

Nonsense on CNBC

$AEM
$NEM
$B
$WPM

https://t.co/kyDnZanlJ4