Joe_Cayouette

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile Accelerates Presence Across Europe with Leading Mobile Network Operators

https://t.co/ouNEo2Ab6D

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨 AST SPACEMOBILE BEGINS INTEGRATION TESTING WITH DEUTSCHE TELEKOM

The domino pieces are falling into place. T-Mobile is next

[Abel Avellan @AbelAvellan]

Successful launch… again!🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 🚀🚀 🚀

Our DC team in full comms with BlueBirds 11, 12, and 13 within minutes, and just confirmed full Nominal Operations.

BlueBirds 14, 15, and 16 to follow soon after, with production underway in Texas through spacecraft 42.

We now have ~20,000 sq ft of combined aperture hardware in Space! Bigger is better and we have the biggest!!!

Beta service around the corner! 🤠 🇺🇸🌎📶📱

[Joe_Cayouette @bobbytexas8]

Argentina is gay.

[Joe_Cayouette @bobbytexas8]

Messi is washed.

Useless imo.

[Joe_Cayouette @bobbytexas8]

It’s official..

FIFA World Cup is officially rigged.

This sport is seriously a disgrace to human kind.

Bunch of clowns diving on a field. It is outrageous to watch.

#makesoccergreatagain #figaisrigged

[underscored_him @himmy_jimmy123]

@USMNT 😂😂😂

This was an absolute embarrassment, what a fkn joke 😂😂😂

[Joe_Cayouette @bobbytexas8]

USA soccer team is a shame.

#🇺🇸📉

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨🇯🇵 JAPAN'S CIAJ HAS PUBLISHED NEW DETAILS FOR THE J-LEO PROGRAM

CIAJ has published a new implementation manual for Japan’s J-LEO program, providing the clearest official detail yet on how the RAST/Rakuten satellite project will be funded. The manual confirms a maximum subsidy of ¥148 billion, with government support capped at 50% of eligible pre-tax project costs.

Eligible expenses include communications satellites, satellite and ground antenna components, ground facilities, launch services, launch insurance, satellite transport and storage, regulatory procedures tied to launch, and initial satellite testing. This confirms that the subsidy can directly support most of the core infrastructure needed to deploy the constellation.

The 50% cap implies that the overall eligible project budget could approach roughly ¥296 billion if the full subsidy is used. That would make J-LEO a much larger program than the headline subsidy alone suggests and could support substantial satellite procurement, launch activity, and domestic ground infrastructure.

The manual still does not disclose the final approved grant amount, number of satellites, launch schedule, RAST ownership structure, financing plan, or the amount of revenue that may ultimately flow to AST SpaceMobile. Those details will likely come through the final grant decision, Rakuten/RAST disclosures, or an AST filing or press release.

PDF: https://t.co/rK86DB1mj7

[underscored_him @himmy_jimmy123]

@AnaheimDucks are so fucked 😂😂😂

No winning scenarios for them

[Iv🅰️n Hristov @IvanHri91235556]

$ASTS

[ASTS Investors 🅰️ @ASTS_Investors]

RAKUTEN, AST SPACEMOBILE JV EXPECTED TO RECEIVE $1BN GOVERNMENT FUNDING TO BUILD SATELLITE NETWORK 🤯

Translation from the article from @entrypostman

Japan's Ministry of Internal Affairs and Communications is expected to select the consortium led by Rakuten Group as the recipient of a government subsidy program to support Japanese companies developing direct-to-cell satellite communications.

The government will provide ¥150 billion (approximately US$1 billion) over the next three years to help cover costs such as launching satellites. The initiative aims to reduce Japan's dependence on overseas providers from the perspective of economic security.

$ASTS

[AST SpaceMobile @AST_SpaceMobile]

Vodafone España and Satellite Connect Europe sign commercial agreement to bring satellite-to-mobile broadband connectivity to Spain
https://t.co/xb6Z1yt8HW

[Anp🅰️nman @spacanpanman]

$ASTS: This morning's news of the AST x Rakuten JV which will be capitalized 50/50 would suggest that they are very well positioned to win the J-LEO award.

A public/private partnership where Japan injects $1B of capital and AST x Rakuten provide the constellation + spectrum makes a ton of sense. Recall that Rakuten recently sold 50% of its stake in AST and monetized/restructured its Fintech business to raise working capital and deleverage its balance sheet giving it more financial flexibility to pursue the J-LEO project, which was announced in November 2025 and opened up for bidding in March 2026.

The Japan JV could also allow other MNOs to join or at a minimum provide competitors w/ access during emergencies which is a key goal of the Japanese government.

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨🇯🇵 RAKUTEN AND AST SPACEMOBILE TO ESTABLISH NEW JOINT VENTURE TO PROVIDE MOBILE BROADBAND SERVICE IN JAPAN

New joint venture follows similar AST SpaceMobile approaches in US and Europe

US JV: AT&T, Verizon, T-Mobile
Satellite Connect Europe JV: Vodafone, Orange, Telefonica, Telenor, CK Hutchinson

・Rakuten and U.S. ASTS to Establish New Satellite Business Company in Japan
・Deploying Satellite Communications Directly Connecting to Smartphones
・Timeline: To Be Formed Within 2026
・Investment: Nearly Equal Shares
・New Structure to Facilitate J-LEO project?
・Establishment of Joint Venture could allow other MNOs, such as KDDI, NTT DoCoMo and Softbank, to join AST SpaceMobile ecosystem

[AST SpaceMobile @AST_SpaceMobile]

A milestone worth lighting up New York City.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

BlueBirds 8, 9, and 10, the largest commercial communications arrays ever in LEO, are now successfully orbiting Earth.

#ASTSpaceMobile #ConnectingTheUnconnected #Nasdaq

[Tut C🅰️pital @kingtutcap]

$VELO

[Abel Avellan @AbelAvellan]

Successful launch!🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
All satellites were captured within minutes and already orbiting Earth with all systems nominal.

Congratulations to the incredible AST SpaceMobile team! 250Y U.S.A. 🌎📶 🤠

[Anp🅰️nman @spacanpanman]

$ASTS: It’s Time

[DVD @deepvaluedude]

$MRLN
I’ve said it once, and I’ll say it again. The thesis below by @AboveAvgOdds has the potential to be the idea of the decade.

Full disclosure: I’m long 75,000 shares (avg cost ~$6.5) and 2500 cash secured puts across $7.5 and $5 strike exp Oct ‘26.

If there’s one opportunity to make sure you understand this year it’s this one.