Simon Desrochers

[Simon Desrochers @SimonDesrocher1]

@spacanpanman Will this finally be the news that will spark a rally like the famous picture of Abel & Jeff a few months ago

[Simon Desrochers @SimonDesrocher1]

@Defiantclient2 @AlexfromBabylon @Rakuten are they pumping us up like @ATT did few months ago and it was a nothing burger

[Simon Desrochers @SimonDesrocher1]

Today is the day i’m going all in at 65$ $ASTS

[Simon Desrochers @SimonDesrocher1]

$VELO 30$ 🧲

[Simon Desrochers @SimonDesrocher1]

@kingtutcap @AJeldi2 @dylan Thats actually crazy lmao

[Simon Desrochers @SimonDesrocher1]

@Reformed_Trader @Defiantclient2 @scottwisniews I think you are 🎯

[Simon Desrochers @SimonDesrocher1]

@spacanpanman @scott_m_powell how many shares will realisticly be covered on the 39.5m do u think

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨AST SPACEMOBILE UPSIDE CATALYST SEASON

A review of what has been and what is to come 🚀

🚀 Upcoming Catalysts:

☑️BB7 Delivery to Florida and Launch on Blue Origin New Glenn or SpaceX Falcon 9
☑️BB8 - BB10 Delivery to Florida and Launch on Falcon 9
☑️BB11 - BB13 Delivery to Florida and Launch on Falcon 9
☑️Block-2 Launches in Batches of 3x, 4x or 8x satellites every 1-2 months
☑️$175M Saudi Telecom prepayment to be made by 2025YE
☑️Execution of more definitive commercial agmts w/ prepaid revenue and/or investment w/ Bell Canada, Telefonica, Etisalat and more than 50 global MNOs
☑️Golden Dome Award(s)
☑️FCC approval for full US commercial service
☑️FirstNet Investment and Definitive Commercial Agreement
☑️Unlocking portion of $20M, $25M, and $65M in revenue prepayments from AT&T, Vodafone and Verizon upon completion of milestones
☑️Initial intermittent service in US, Canada, Japan, UK, Saudi Arabia in 2026 through AT&T, Verizon, Bell Canada, Rakuten, Vodafone and Saudi Telecom
☑️Updates on Google services agmt partnership
☑️Initiation of Research Coverage by Goldman Sachs, Morgan Stanley, Stifel, others
☑️Expansion of 9x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit and more
☑️FCC 5G Fund grant
☑️Progress on 8 to 25x Block-2 BlueBirds in currently in production
☑️Production ramp to 6x satellites a month by the end of 2025
☑️Acquisition of new manufacturing space in Midland, TX focused exclusively on Micron production
☑️Proposal for PNT service accepted by FCC as alternative to GPS
☑️Delivery of $50-75M of Revenue expected in 2H 2025
☑️Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in 2026
☑️Securing +$500M of EXIM and IFC non-dilutive funding
☑️Pursuit of L- and S-Band spectrum licenses globally
☑️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

🧇 Recent Completed Milestones:

✅BB6 Launched from India on ISRO LVM3
✅Disclosed over $1 billion in aggregate contracted revenue commitments from commercial partners
✅Development of AI Engine to dynamically manage satellite capacity and spectrum efficiency
✅Micron production to support 6x a month by end of Q3 2025
✅Expanded manufacturing floor space to 500,000 square feet
✅1,800 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 text (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 Q1 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

[Simon Desrochers @SimonDesrocher1]

Last year, I recommended 5 stocks that have achieved 178% gains YTD. I do think its the year of space, so these are my picks for 2026:

- $ASTS
- $RKLB
- $PL
- $QS
- $JOBY

[Simon Desrochers @SimonDesrocher1]

If you had put equal amount you would be up 178% YTD

- Asts 309%
- PL 409%
- QS 122%
- RIVN 64%
- VFC -13%

[Simon Desrochers @SimonDesrocher1]

I’m up 240% YTD in 2024

My pick for 2025 :

- $ASTS
- $QS
- $PL
- $RIVN
- $VFC

[Rocket Lab @RocketLab]

Today's successful launch for @QPS_Inc has set a new annual launch record for Electron: 21 launches in one year with 100% mission success!

🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀💯

[Simon Desrochers @SimonDesrocher1]

@Ashton_1nvests $ASTS by far

[Simon Desrochers @SimonDesrocher1]

@Julianpetroulas i've been listening to your views and ideas for more than a year now and with all the respect, you should really change your perspective over $ASTS (it is the real leader for direct to cell and more) the next pltr or hood or nvda play is right in front of you @Julianpetroulas

[Simon Desrochers @SimonDesrocher1]

@julianpetroulas $ASTS / $RKLB play is more attractive to me they are worth ~18-20b$ combine, asts is ahead on the direct to cell, i see them making a 3-4x in 2025

[Planet @planet]

Exciting news: we’re welcoming Bedrock Research to the Planet team! 🌍 🚀

Building on a year of proven partnership, we’ve seen firsthand how Bedrock’s advanced AI workflows amplify the power of Planet’s daily global data. Now, we’re making it official.

This acquisition moves us from close collaboration to seamless integration, combining Bedrock’s deep learning capabilities with our leading imagery and data to deliver even faster, smarter insights for our customers.

Beyond the technology, we are fortunate to gain a talented team with key expertise at the intersection of remote sensing, AI, and national security. We couldn’t be more excited to push the boundaries of geospatial intelligence together.

Welcome aboard, Bedrock!

👇 Read more about the news here:
https://t.co/7cJcNuNz15

#Planet #Bedrock #AI #SpaceTech #Geospatial

[Simon Desrochers @SimonDesrocher1]

if you don't own space stocks going into 2026 you are missing something big $ASTS $RKLB $PL $RDW

[Miami Today @MiamiTodayNews]

BREAKING NEWS : AST SpaceMobile announces new factory for Homestead

AST SpaceMobile, the Midland, Texas-based company building the first and only space-based cellular broadband network, announced the addition of a new manufacturing site in Homestead.

https://t.co/3KuZZSHZgH

#MiamiTodayNews #SpaceMobile #Homestead #Miami #MiamiToday #ASTSpaceMobile #SpaceTech

[Simon Desrochers @SimonDesrocher1]

SpaceX as a competitor is the biggest blessing $ASTS could ever have

[Simon Desrochers @SimonDesrocher1]

$NVDA

[Simon Desrochers @SimonDesrocher1]

2025 is the year we’ll see the first 5T$ marketcap

[FirstNet, Built with AT&T @FirstNet]

Welcome to the future of interoperability 💪 – stay tuned for 🅰️ program update very soon. #SpaceMob