PipeCle🅰️ner_MD @PipeCleaner_MD - Twitter Profile

2 days ago

$ASTS ✨ 🇳🇴 Norges Bank Initiates Position in AST SpaceMobile Norges Bank, manager of Norway's sovereign wealth fund, disclosed a new position in AST SpaceMobile during Q4 2025. • Acquired approximately 2.72 million shares • Position valued at roughly $200 million • Represents a significant institutional vote of confidence • Highlights growing interest in the direct-to-device satellite market AST SpaceMobile is building a space-based cellular broadband network designed to connect directly with everyday smartphones through partners including AT&T, Verizon, and Vodafone. The investment by one of the world's largest institutional investors may be viewed as another signal of confidence in AST's long-term commercial opportunity and global expansion potential. #ASTS #ASTSpaceMobile #NorgesBank #Satellite #DirectToCell #SpaceTech https://t.co/yqnqjL24f7

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PipeCleaner_MD retweeted

Lux Singularity

@investmentAGI

4 days ago

$ASTS read this article posted on 29th. Here is the important part "After this story first posted, AST SpaceMobile provided a statement to Fierce saying its near-term launches are unaffected by Thursday’s explosion. “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." FOCUS ON MULTIPLE PROVIDERS. Stay positive. Here is the original link. https://t.co/8bj9Snfs53

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Leo Edge

@LeoCapital_01

5 days ago

If you hold mega-cap stocks in index funds, read this carefully. $SPCX lists on Nasdaq in June at $1.75 trillion. Within 15 trading days, it enters the Nasdaq-100. Here's what that means for YOUR portfolio. Every fund tracking $QQQ must buy @SpaceX . To buy SpaceX, they must sell a proportional slice of EVERY other holding. $AAPL , $MSFT, $NVDA , $AMZN , $TSLA, $GOOG all get trimmed. Not because anything is wrong with them. Because the index math demands it. $600 billion tracks the Nasdaq-100 alone. $30+ trillion is benchmarked across all major US indexes. Goldman Sachs says passive funds own 26% of every S&P 500 stock. When SpaceX enters, all of that rebalances simultaneously. And it doesn't stop at Nasdaq-100. Russell 1000 inclusion - approximately 5 trading days after IPO under proposed fast-track rules. S&P 500 - Q4 2026 or Q1 2027 under a new fast-entry waiver. Every index. Every fund. Every mega-cap holding. All trimmed to make room for one stock. Now here's the part that not everyone knows! The rules were literally rewritten for this IPO. Nasdaq dropped the minimum 10% free float requirement - @SpaceX only has 3.75%. Nasdaq cut the seasoning period from 3 months to 15 days. Made it a condition where no existing stock needs to be kicked out. Elon reportedly made these rule changes a condition of listing on Nasdaq. The Financial Times called it "the biggest bagholder exercise of all time." The Wall Street Journal called the fast entry rule "arbitrary, unfair, and potentially risky." SpaceX insiders get guaranteed demand at premium valuations. Index investors absorb the cost. And 30% of IPO shares are reserved for retail. I have said this before. You're not the customer. You're the product. Here's what the smart money is actually doing. They're not chasing SpaceX at $1.75T with 3.75% float. They're positioning in the names that benefit from the space sector attention WITHOUT the forced-selling overhang. $ASTS - only public pure-play D2D satellite stock. Named as a competitor in SpaceX's own S-1. $40B market cap vs $1.75T. Three satellites launching mid-June. $RKLB - the other space infrastructure pure-play benefiting from the sector spotlight. SpaceX IPO will make space the most talked-about sector in markets for the next two months. Every dollar of attention on Starlink is a dollar of discovery for the companies building alongside it. The mega-cap trim is mechanical and unavoidable. Where that capital rotates is a choice. $ASTS 🛰️ 

LeoCapital_01's tweet photo. If you hold mega-cap stocks in index funds, read this carefully.

$SPCX lists on Nasdaq in June at $1.75 trillion. Within 15 trading days, it enters the Nasdaq-100. Here's what that means for YOUR portfolio.

Every fund tracking $QQQ must buy @SpaceX . To buy SpaceX, they must sell a proportional slice of EVERY other holding. $AAPL , $MSFT, $NVDA , $AMZN , $TSLA, $GOOG all get trimmed. Not because anything is wrong with them. Because the index math demands it.

$600 billion tracks the Nasdaq-100 alone. $30+ trillion is benchmarked across all major US indexes. Goldman Sachs says passive funds own 26% of every S&P 500 stock. When SpaceX enters, all of that rebalances simultaneously.
And it doesn't stop at Nasdaq-100.

Russell 1000 inclusion - approximately 5 trading days after IPO under proposed fast-track rules.
S&P 500 - Q4 2026 or Q1 2027 under a new fast-entry waiver.
Every index. Every fund. Every mega-cap holding. All trimmed to make room for one stock.

Now here's the part that not everyone knows!

The rules were literally rewritten for this IPO. Nasdaq dropped the minimum 10% free float requirement - @SpaceX only has 3.75%. Nasdaq cut the seasoning period from 3 months to 15 days. Made it a condition where no existing stock needs to be kicked out. Elon reportedly made these rule changes a condition of listing on Nasdaq.

The Financial Times called it "the biggest bagholder exercise of all time." The Wall Street Journal called the fast entry rule "arbitrary, unfair, and potentially risky." SpaceX insiders get guaranteed demand at premium valuations. Index investors absorb the cost.

And 30% of IPO shares are reserved for retail.
I have said this before. You're not the customer. You're the product.

Here's what the smart money is actually doing.
They're not chasing SpaceX at $1.75T with 3.75% float. They're positioning in the names that benefit from the space sector attention WITHOUT the forced-selling overhang.

$ASTS - only public pure-play D2D satellite stock. Named as a competitor in SpaceX's own S-1. $40B market cap vs $1.75T. Three satellites launching mid-June.
$RKLB - the other space infrastructure pure-play benefiting from the sector spotlight.

SpaceX IPO will make space the most talked-about sector in markets for the next two months. Every dollar of attention on Starlink is a dollar of discovery for the companies building alongside it.
The mega-cap trim is mechanical and unavoidable.

Where that capital rotates is a choice.
$ASTS 🛰️


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@PipeCleaner_MD

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