braw

people misspell my name as brain

[First Squawk @FirstSquawk]

JAPAN GOVERNMENT EXPECTED TO PROVIDE 150 BLN YEN IN SUBSIDIES TO RAKUTEN GROUP-LED CONSORTIUM - NIKKEI

[braw @brienlaw]

@Reformed_Trader Please

[Leo Edge @LeoCapital_01]

Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.

TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).

The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.

Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.

The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!

This is why you read filings instead of headlines!

$ASTS 🛰️

[braw @brienlaw]

@spacanpanman Apan, you need to host a call stat. Lots of people can't math to the 45 SATs with the launch vehicles we have with BONG MIA for a while. Can we increase our launches with falcon9 or are those launches predetermined already?

[braw @brienlaw]

@DeItaone Will someone think of my calls!?!?

[braw @brienlaw]

@jpolly22 Yes

[braw @brienlaw]

@planet4589 Thoughts on this?

[braw @brienlaw]

@Reformed_Trader Are we cooked?

[braw @brienlaw]

@scottwisniews @GSMA Good job, Scott. Keep it up. You're killing it.

[braw @brienlaw]

@endless_frank Risk on, mother fuckers. LFG.

[braw @brienlaw]

@DrAaronThomason God speed

[braw @brienlaw]

@endless_frank FAFO shorts

[braw @brienlaw]

@Reformed_Trader Are we cooked? $asts

[braw @brienlaw]

@endless_frank Excellent observation. Let's go.

[braw @brienlaw]

@CatSE___ApeX___ @grok why is this bullish

[braw @brienlaw]

@CatSE___ApeX___ Did we see previous satellites accelerate during the testing phase prior to unfurling too? Or is this novel to FM1?

[braw @brienlaw]

@AST_SpaceMobile Everyone's waiting on BB7

[braw @brienlaw]

@spacanpanman I think imminent is the word we will hear the most today.

[braw @brienlaw]

@redrum_2001 @grok are these completed sats in the ITU?

[braw @brienlaw]

@jamezington @spacanpanman By agreement, do you mean definitive agreement?