Joshua

[Joshua @dontbe2late]

@Mappy6984 Soon we will all have access to AST Space Mobile,
🧇 🧇

[Leo Edge @LeoCapital_01]

$ASTS closed at ~$106 heading into a long weekend. Take a breath. Here's what's happening behind the scenes while the market is closed.

Every analyst at Goldman, Morgan Stanley, Deutsche Bank will pull apart the SpaceX S-1 this weekend.

They would be modeling @Starlink 's $11.4B at 63% margins. They will be sizing the $740B D2D TAM. And they would be looking at the named competitor in that filing $ASTS .
Those analyst reports hit desks Tuesday morning. Fresh eyes. New models. Public comparable identified.

All three BlueBird satellites are confirmed ready for June launch. Next week we should hear the specific launch date. Once that gets pinned on the calendar, it becomes real for every investor still on the sidelines.

SpaceX IPO roadshow starts in two weeks. Starlink will be the most talked about business in finance for the next month. Every conversation about Starlink Mobile is a conversation about the D2D market that $ASTS leads in technology and carrier partnerships. New investors and retailers will discover $ASTS through SpaceX's own story.

What I expect in June: $ASTS announces the next batch of satellites for July launch around the same time BB8-10 go up. If manufacturing cadence is proven, the market stops debating whether they can build satellites and starts pricing in the full constellation. That's the shift from "can they execute" to "how fast can they scale."

Things are becoming routine at $ASTS . Satellites built. Satellites shipped. Satellites launched. That's the biggest catalyst of all i.e. when execution becomes boring, the market pays up.

Now the part I want to say directly.

I know a lot of you are sitting on gains right now and thinking about taking profits over the weekend. That's your call. But here's what I learned trading $TSLA for years.

I exited momentum multiple times thinking I'd buy back on a dip. Sometimes I did. Sometimes the stock never came back to my exit price and I watched it run without me. The times I missed the re-entry cost me more than every dip I ever sat through.

Building a thesis is the first hard thing. Building conviction is harder. But the hardest thing is doing nothing while the thesis plays out - sitting through the red days, the bear posts, the volatility, the urge to trade around your position, or taking profits and rotating into something shinier that showed up on your X feed.

I'm not setting price targets. I don't call tops or bottoms. If you want short-term technical levels, @Reformed_Trader charts have been solid - You do You.

What I will say: partnerships are inevitable but useless without hardware in orbit. The hardware is going up next month. The partnerships (google, meta, anduril) will follow. The analyst coverage is coming. The institutional discovery is happening right now over someone's morning coffee at a long weekend house in the Hamptons.

Let it cook.
$ASTS 🛰️

[Joshua @dontbe2late]

@elonmusk does this look bad for the environment or is it just me?

[Joshua @dontbe2late]

@RedLineReportt @RightScopee B

[AST SpaceMobile @AST_SpaceMobile]

Announcement: Mid-June launch of three Bluebird satellites aboard a Falcon 9 rocket.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
32 next-generation satellites at advanced stages of assembly to be ready for launch.
Network deployment with a launch every one to two months on average.
Space-based cellular broadband. Built in Texas.
🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[Joshua @dontbe2late]

@CatSE___ApeX___ If your long on ASTS, wouldn’t be prudent to be long on AT&T?

[Joshua @dontbe2late]

@Cybertruck0001 @TeslaCharging “Don’t be so hard on the Beaver”

[Joshua @dontbe2late]

@fo11849273 @blueorigin How can you say it was a success when they didn’t deliver the payload? I assume you weren’t aware of the mission, utter failure!

[Joshua @dontbe2late]

@ASTS_Investors Great, but did the payload get delivered?

[Joshua @dontbe2late]

@spacanpanman @Defiantclient2 wtf

[Joshua @dontbe2late]

@cisnerosadriana @ASTS_SpaceMob @AST_SpaceMobile

[Joshua @dontbe2late]

@GlobalReportNow This is extortion

[Joshua @dontbe2late]

@hidden7074 You might ask Abe Avellan in addition ,IYKYK

[Joshua @dontbe2late]

@libertyNsurgent @MarioNawfal They do if they have a cell phone. #ASTS

[Joshua @dontbe2late]

@Mappy6984 So what you’re saying is the banks are ripping all of us off, because that’s a badass truck worth the sticker price!

[Joshua @dontbe2late]

@cisnerosadriana Do you need a boyfriend? Asking for a friend

[Reverend Jordan Wells @WellsJorda89710]

🚨 Bishop Robert Barron just DROPPED TRUTH BOMBS on AOC! 🚨

She called Western culture "thin" and "ephemeral" — dismissing the very foundations that built our world.

Bishop Barron fired back:

"The culture that gave us Dante, Shakespeare, the rule of law, individual rights, democracy, and the entire university system… **that's thin?!**" 😤

He didn't stop there:

"This is straight out of the **Marxist playbook**. Marx said culture is just a flimsy 'superstructure' on top of economics — ignore it, focus on class struggle and material conditions."

As a Catholic bishop, he's sounding the alarm:

"Marx's first target was always **religion**. The tyrannies went after the Church first. I'm deeply concerned that Marxist ideas are taking root among some leading political figures in America."

Wake up, folks — this isn't just politics. It's a battle for the soul of the West. 🇺🇸✝️

Who's with Bishop Barron? Drop a 🔥 if you're tired of the cultural takedown!

[Joshua @dontbe2late]

@zinvestin No $ASTS, 😳

[Eric Daugherty @EricLDaugh]

🔥 BREAKING: The White House just said Marco Rubio's blockbuster speech in Munich is getting MASSIVE PRAISE worldwide, posting all 22 minutes of it

Rubio dropped some absolutely incredible quotes in front of Europe.

KEEP DEFENDING THE WEST, MARCO! 🇺🇸

[Joshua @dontbe2late]

@WallStreetApes Aidding and abed-ding comes to mind