Hogr🅰️ybig

[Hogr🅰️ybig @hograybig]

@one_won_juan @spacanpanman any informed speculation that you can share? Appears something big
Is in the works..

[Hogr🅰️ybig @hograybig]

@AST_SpaceMobile @JasonSilva Congratulations!! “.. 11,12,13 to be shipped shortly..”!!!!!

[Hogr🅰️ybig @hograybig]

Awesome news!!!

[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. 🌎📶 🤠

[Hogr🅰️ybig @hograybig]

@AbelAvellan @RocketTank123 Yes!!!!!!

[Hogr🅰️ybig @hograybig]

@scottwisniews Operations nominal?

[Hogr🅰️ybig @hograybig]

@Gosleepriya 95

[Hogr🅰️ybig @hograybig]

$asts expecting some good news from mgt this coming week..any news shared this past week would have been lost in yesterday’s down draft..update on next batch would be rocket fuel for this stock

[Hogr🅰️ybig @hograybig]

@Reformed_Trader Glad for your good news. The health of our children will always be the most important thing in our lives.

[Brandon Avedikian @bavedikian]

Bought a $1,742.80 camera online from BestBuy.

The FedEx delivery driver stole it. FedEx admitted it.

But BestBuy won’t give a refund. They said we need to “work with local law enforcement.”

Thought everyone should know if you buy from @BestBuy and a @FedEx driver steals what you paid for, your money is gone. Neither company will make it right.

I’ve spent over $30K at BestBuy and will never spend another penny there.

[Hogr🅰️ybig @hograybig]

@spacanpanman @TMFAssociates No, they are not worth the time. More interested in crystallizing launch opportunities over the next 6 months aside from SpaceX. Thanks for all your efforts.

[Leo Edge @LeoCapital_01]

A message for my $TSLA friends eyeing the SpaceX IPO $SPCX.

I traded $TSLA for years. I know the community. I know the excitement when Elon takes something public. But before you chase @SpaceX at $1.75 trillion, read the S-1 carefully.

SpaceX doesn't need your money.

They raised at $800B in private tenders six months ago. They could raise $50B privately tomorrow with a phone call. This IPO isn't about raising capital. It's about giving insiders liquidity.

95% of @SpaceX shares are held by insiders. Only 5% will be publicly traded. Insiders hold $1.66 trillion in paper wealth they currently can't sell. The IPO changes that.
And they've structured it so insiders can sell BEFORE the standard 180-day lock-up expires. @SpaceX built in early release provisions -- after the first earnings report, insiders can sell up to 20% of their shares.

They're also reserving 30% of IPO shares for retail. Ask yourself -- when has Wall Street ever given retail the best seats in the house unless retail was the product?

100x revenue.
$4.9B net loss.
xAI burning $6.4B a year while @Starlink subsidizes it.
This isn't 2020 Tesla at 20x revenue with a clear path to profitability. This is a different risk profile.

Now here's the part I want you to actually consider.
SpaceX's S-1 sizes their satellite-to-phone business (Starlink Mobile) at a $740 billion TAM. Their Connectivity segment does $11.4B at 63% EBITDA margins. Those numbers are real and impressive.
But buried in the S-1, @SpaceX names their D2D competitor: $ASTS .

@AST_SpaceMobile $40 billion market cap.
Not $1.75 trillion. $40 billion.

Here's what $40B buys you:
98.9 Mbps proven from space to unmodified phones (SpaceX does 3-5 Mbps)
The only low-band D2D spectrum access on Earth (indoor coverage SpaceX can't match)
All three US carriers forming a joint venture around ASTS technology
Google invested $358M
their largest public equity holding
AT&T, Verizon, Vodafone as equity investors
$3.5B cash, $1.2B contracted backlog
3,900 patents, custom ASIC in production
Three satellites launching on a Falcon 9 next month
60 carrier partners covering 3 billion subscribers

@SpaceX at $1.75T is pricing perfection across rockets, satellites, AI, and Mars. One miss and it corrects hard.

$ASTS at $40B is pricing uncertainty in a $740B market where the technology is already proven and the carriers have already chosen sides.

The Tesla community knows what it feels like to find a mispriced stock before the world catches on. $TSLA at $30 pre-split wasn't obvious to anyone except the people who did the work.
$ASTS at $106 in a $740B market with 33x faster speeds than SpaceX D2D, a carrier JV, and institutional discovery just beginning -- that's the same kind of setup.

So before you throw money at a $1.75T IPO where insiders are building exit ramps, maybe look at the $40B competitor they named in their own filing.

Not financial advice. Just math.

$ASTS 🛰️
cc @SawyerMerritt @unusual_whales @DanBTC916

[Hogr🅰️ybig @hograybig]

@AparicioCadiz a little more research is necessary on your part..good luck..

[Hogr🅰️ybig @hograybig]

@thekookreport You’ve got me by 40 days or so, thanks for all that you do..

[Hogr🅰️ybig @hograybig]

@TheBestFootyWA @The4FsMission Agreed, these are OGs that are on top of everything. Kevin Chen, is also close to all things AST @Defiantclient2

[Hogr🅰️ybig @hograybig]

@spacanpanman Great news!!

[Hogr🅰️ybig @hograybig]

@AST_SpaceMobile Awesome!!

[Hogr🅰️ybig @hograybig]

@AST_SpaceMobile @drmohammedaj Hurrah!!!

[Hogr🅰️ybig @hograybig]

@spacanpanman lol..”we have identified that AST has identified the largest actionable market and we want in..”

[Hogr🅰️ybig @hograybig]

$asts.things are looking up for AST..straight up..

[Muskonomy @muskonomy]

NEWS: Chad Anderson, founder and CEO of Space Capital and early SpaceX investor, tells CNBC that investors pricing SpaceX at $1.75 trillion are not betting on a launch business. They are pricing in 2040 economics.

"You're looking at Starlink broadband, direct-to-cell, the telco market and orbital AI data centers. Starship is key to all of this."

Here's the full interview: