Sir Milton Charles Foundation

We want nothing more than to give these people the same chance I was given, so they can experience the joy of family, love, and a safe place to call home. ❤️

[Sir Milton Charles Foundation @SMC_Foundation]

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@I_Am_CryptoKing 👑 @Fairmarket_io @GSX_Official

[Polymarket @Polymarket]

BREAKING: Iran’s foreign minister declares the Strait of Hormuz remains under Iranian control for 30 days.

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

$XRX who’s ready? 🚀

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

Never bet against $XRX 🚀

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

@elonmusk going to make a bold decision very 🔜

Either $TMUS or $ASTS 👀 🚀

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

If you pay attention to my bio you’ll see the following stocks I support.

$ASTS $ONDS $CRWD $PLTR and $ORCL I believe that the market is going to be very strong and bullish. Let’s wait till next week!

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

I’ve been buying quality stocks and I believe that the market will go up eventually 😉 trust the process. 💪

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

Took profit on $XRX but kept my calls move the funds to $ASTS 🚀

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

🤣

[✨MC Capital Venture✨ @MC_CAPITALVC]

$ASTS confirmed ✅ 🚀 🌙

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

@SawyerMerritt Next $ASTS 🚀

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

Took loss via $ADBE cut my holdings to half. Reallocating funds to $NOW $TMUS and $CCI 👀

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

Majority of my portfolio focuses on $ASTS and $ONDS now. 🚀

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

$XRX 🚀

Short-term: 4/10 (weak momentum)
Medium-term: 6/10 (if fundamental turnaround develops)
Technical outlook today: Neutral-Bearish until price reclaims $3.30.

The most important thing on this chart is that $3.10 support is being tested right now. If buyers defend that level, this could be a decent entry area. If it breaks decisively, I’d expect a test of $3.00 next.

A breakout above $3.70 would be the strongest technical signal that $4 is likely. 💰

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

Biggest telecom operator in space! $ASTS soon we will add data center capabilities 💪 🚀

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

The headline means @SpaceX⁠ may borrow at least $20 billion by issuing bonds to investors, rather than raising money by selling additional shares of the company. Investors buy the bonds, SpaceX gets cash now, and in return SpaceX promises to pay interest and repay the principal later. Think of it as a very large corporate loan split into pieces and sold to many investors.

In practical terms:

$SPCX receives $20B in fresh cash immediately
Bond buyers receive regular interest payments
SpaceX adds more debt to its balance sheet
Existing shareholders generally avoid ownership dilution because no new shares are issued

The interesting part isn’t just the amount — it’s WHY. Reports say the proceeds are expected mainly to refinance an EARLIER bridge loan and support extremely capital-intensive expansion plans, including AI infrastructure and related projects. This would also reportedly be SpaceX’s first major investment-grade dollar bond issue.

Why a company would do this instead of selling stock:

Imagine SpaceX is valued at $2 trillion.

Sell $20B of stock → existing owners own a slightly smaller percentage afterward

Sell $20B of bonds → ownership stays intact, but the company now owes money plus interest

For a company expecting rapid future growth, debt can be attractive because management is effectively saying:

“We think future cash flows will be strong enough to pay this back.”

Investors often read such moves in two different ways:

Bullish interpretation: 🐂 🚀
Management sees huge growth opportunities and wants capital quickly without diluting shareholders.

Cautious interpretation: 📉
Large debt increases financial obligations; if expected growth underperforms, the debt burden becomes heavier.

For scale: $20B is enormous. That would rank among the larger corporate bond offerings and signals that SpaceX is operating at a level closer to mega-cap technology and infrastructure companies than a traditional aerospace company.

@marcuslemonis @fitz_keith @APompliano @BillAckman @cvpayne @zerohedge @zoink @sama @StockMKTNewz @DeItaone @CathieDWood @TrendSpider @lindayaX @michaeljburry @DivesTech @petenajarian @jonnajarian @DavidANicholas @elonmusk @SpaceX $ASTS $ONDS

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

@BillAckman @SpaceX Don’t forget $ASTS 🚀

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

@elonmusk @SpaceX thank you 😊 $ASTS @AST_SpaceMobile ❤️ $SPCX

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

The future of connectivity isn’t just on Earth—it’s in space. $SPCX @elonmusk @SpaceX 🚀

As demand for AI, edge computing, and global communications accelerates, companies like @AST_SpaceMobile are building critical infrastructure that could one day support a much larger space-based economy.

Imagine a future where orbital data centers process information in space while direct-to-device satellite networks connect billions of people worldwide. $ADBE $IREN $XRX

The opportunity is massive, and we’re still in the early innings.
$ASTS #SpaceEconomy #AI #SatelliteCommunications #SpaceTech

[Reformed Tr🅰️der @Reformed_Trader]

The speed $SPCX is moving to raise capital, merge/make acquisitions coupled with their robust guidance for D2D and orbital data centers points to an untapped market for which they intend to fight ambitiously.

D2D: last week SpaceX said the quiet part out loud. They are going to compete directly with MNOs. This effectively put every MNO on notice and forces their hand to make moves decisively and swiftly. Whatever plans they have in place is now going to be pulled forward.

For any megatech company watching SpaceX adding over $1T to their market cap, heavily driven by their D2D ambitions, they now have motivation to pursue this untapped market. SpaceX putting a $740B TAM/year on this market, as well as claiming they see the D2D market as eventually surpassing fixed broadband from space by subscriber is a signal that can't be ignored.

We know $META sent a team to visit both SpaceX and ASTS headquarters several months ago. They're paying attention. We know $AMZN is scooping up $GSAT, imo, primarily to keep their spectrum out of SpaceX's hands, but they need something else to make it viable D2D solution. We know $GOOG has a sizeable stake in ASTS already and has been collaborating with them for a number of years. Each of these companies do not have a habit of sitting out of a race that has a lot of money at the finish line.

$VZ $T and $TMUS recently proposed a joint venture to pool their spectrum specifically for D2D solutions. It was apparent that ASTS was in their inner circle as they had a PR ready to commend the proposal while the rest of the crew was silent. Several SpaceX executives later communicated frustration at the proposal indicating they were either not part of the discussions or realize a joint venture does not benefit them.

This latest development points to a potential U.S. MNOs monopoly for ASTS if T-Mobile does create an agreement with ASTS while SpaceX looks more at the direct to consumer approach.

Starlink's implied market cap has gone up significantly being driven by their D2D guidance. Mind you, their current constellation is awful, generating speeds in the single digits of mbps. Their next generation is expected to generate speeds of 150mbps. So it's reasonable to say that the market is not pricing in their current constellation but their coming constellation expected as early as mid 2027.

ASTS is currently deploying their constellation now into early to mid 2027 with expected speeds at nearly 200mbps. So both SpaceX and ASTS are on pace to have their respective constellations up around the same time. Yet the market wants to price in Starlink's future constellation now and ASTS's later? That narrative can switch very fast.

Some have floated the idea of ASTS being a takeover target, and honestly it makes a lot of sense why MNOs and some megatech companies would want to scoop them up. But the implied valuation would have to be enormous with both SpaceX and analysts pointing to $740B TAM/year with rich margins (70%-95%). You do the math and you realize how expensive a buyout would have to be to even get Abel to entertain a deal.

Orbital data centers: The push for orbital AI is just as shocking. SpaceX filing for 1M satellites is eyepopping. This itself is another signal to other companies that are pursuing this or considering it. This also can pull forward plans.

The demand for solar power generation and cooling in space is significant to meet the demands of orbital compute. Currently, ASTS satellites generate the most power in LEO while also efficiently cooling. Any company looking to pursue orbital data centers needs to either create their own solar and cooling solutions or look at the companies that are already doing it efficiently.

While ASTS is not currently involved with any projects for data centers, it's not hard to imagine a situation where a company that is going to pursue this approaches them to either have them build the solar arrays or license the tech for the ultimate passive cash flow play.

In other words, multiple parties have a fire lit under them from Musk's latest moves in both D2D and orbital data centers. Everyone knows Musk moves fast and is not shy to spend a lot upfront to position for the next 5-10 years. He now has $85.7B he didn't have just two weeks ago as well as a rich market cap to acquire companies like Cursor, as we just saw this morning.

I expect over the next several quarters to see the reaction from MNOs and megatech, and I believe their primary viable option is to work with/invest in ASTS.

Starlink's implied market cap today is $1.6-$1.9T while $ASTS trades at $33B. Bears can argue all they want about ASTS' need to execute but they're missing the forest for the trees. There are only two real players in D2D. There is ample room for both and the timelines are irrelevant when the ultimate destination is a $740B TAM/year.

*speculation
*NFA

[👑Miguel Rafael I. Carlos @ItsMiguelOnX]

@SpaceX @Space_Station Go $ASTS 🚀