Joe Berry🇺🇸🅰️

Here to read and talk sports!

[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! 🤠 🇺🇸🌎📶📱

[Wild trading @YYDSxjm]

$ASTS SpaceX made a post about being the first and perhaps only provider to offer D2D in high latitude polar regions by the end of 2028.

Is that the white flag? 🏳️

At least the polar bears will be able to send short texts to each other.

[Kevin Chen @Defiantclient2]

$ASTS $META: 🚨META HOSTS AST SPACEMOBILE TEAM AT MPK OFFICE IN SAN FRANCISCO FOR COLLABORATION AND PARTNERSHIP

@Meta X @AST_SpaceMobile 🤝

+ End-to-end journey
+ Product vision
+ User experience
+ Network architecture
+ GTM strategy
+ Technical integration for D2D voice, video, messaging, and Meta AI experiences

[$ASTS SpaceMob 🅰️ @ASTS_SpaceMob]

👀 $ASTS

[Abel Avellan @AbelAvellan]

BlueBirds 8, 9, and 10 are now fully deployed to their full size, each the world's largest communications arrays operating in Low Earth Orbit.

We invented a new way to design, manufacture at scale, deploy, and fly lightweight composite stackable architecture combined, with the world's largest and most advanced direct- to-device and radar phased-array with the ability to launch them in groups of 3, 5, 6, or 8 on a single launch.

Our BlueBird platform brings together high-performance space-based cellular broadband with peak data rates approaching 200 Mbps, space AI edge computing, and many mission-critical government applications, all on one platform where the largest-ever size matters!

BlueBirds 11, 12 and 13 are already at the Cape preparing for their imminent launch. BlueBirds 14, 15 and 16 are right behind them. Production has already moved through satellite 42.

All of this is happening in Texas. 🤠🇺🇸📶🌎📱

[Tanner Kirk Ottaway @tottaway22]

$ASTS the Midland Development Corporation this morning unanimously approved the $66m incentive package for a new 23acre 400k sqft+ facility. Expected to add $1.4b in annual economic output to Midland

MDC is very happy with AST over the years & has exceed all previous agreement requirements & possible to become the largest private employer in Midland.

https://t.co/YvBUyw1Z9k

[AST SpaceMobile @AST_SpaceMobile]

BlueBirds 9 and 10 are now successfully deployed in orbit.

Two more of the world's largest commercial communications arrays have joined our growing constellation. Another step closer to the future of cellular broadband from space.

With BlueBirds 11, 12, and 13 at Cape Canaveral preparing for their imminent launch, and production advancing through spacecraft 41, we continue to execute at scale.

Innovation in orbit. Execution in motion. 🌎📶📱🇺🇸

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨B RILEY UPGRADES AST SPACEMOBILE TO BUY, PRICE TARGET $85

BACK TO THE FUTURE; RAISE RATING TO BUY AS ASTS SOLIDIFIES POLE POSITION IN RACE TO PROVIDE GLOBAL BROADBAND D2D SERVICE

We maintain our $85 PT and upgrade AST SpaceMobile (ASTS) from Neutral to Buy following pricing of $1B (before potential $150M shoe) 1.625% convertible senior notes due 2034, combined with capped call transactions that increase effective conversion price from $79.57 to $149.20, the latter price representing what would be a $60B value for the company. ASTS shares have declined 44% (vs. a 13% decline for the ^RUT) in the six months since we downgraded ASTS to Neutral on 1/13, we believe tilting the risk/reward calculus favorably for the company, which exited 2Q26 with over $2.7B cash on its balance sheet—more than enough capital to launch its global SpaceMobile D2D constellation. We model this most recent overnight offering as taking deployable cash to over $3.4B at end of 3Q26, where we have the company exiting the period with $824M of net debt. Meanwhile, AST just successfully deployed the 2,400 sq. ft array of its BlueBird 10 satellite, with BlueBird 8 and 9 arrays to follow shortly, and with next batch launch of BlueBirds 11, 12 and 13 slotted for launch on a SpaceX Falcon 9 in early August. The company is progressing through production and assembly of satellites through BlueBird 37, and we continue to see ASTS as fully funded to deploy its global network. We are also pleased to see ASTS as endorsing ability to build and launch its first 45 BlueBirds by “early” 2027, assumptions that mirror our own revenue model, which remains unchanged, though New Glenn return to flight around year-end is embedded in these assumptions. Related, while we would prefer to see actual MNO subscriber uptake data before upgrading from Neutral to Buy, we believe such is right around the corner, with ASTS and its MNO partners to launch beta commercial service in North America with as few as 20 operating BlueBird satellites. Finally, we also like the capital allocation optionality attained with this latest low-cost, low-dilution financing, increasing ASTS’s ability to gain control of more spectrum, as for example we have seen in Japan and Brazil, respectively. B. Riley Securities, Inc. was co-manager on the 144A offering.

Converging communications networks; $740B TAM. Somewhat offsetting lack of subscriber uptake data concern, we do have the luxury of seeing SpaceX’s (SPCX — Not Rated) region-specific ARPU assumptions from its S-1 filing (page 174), ranging from $18 monthly in high-income markets down to $2 in low-income markets, supporting its $740B global TAM estimate for D2D. At any rate, we continue to believe that satellite-enabled D2D will play an important role in converged communications networks in the future, and with ASTS sitting in a pole position as one of the winners in this space, along with SpaceX and potentially others such as Amazon with Buy-rated Globalstar (GSAT, $90 PT) and Buy-rated Viasat (VSAT, $106 PT), which is working to finalize capital structure and sovereign partner terms to launch its shared-tower Equatys D2D initiative with Space42.

J-LEO and beyond. Additionally, ASTS confirmed that it is in advanced discussions with shareholder and strategic partner Rakuten to be selected as an indirect recipient of Japan’s J-LEO subsidy program, with total expected value up to ¥148B (~$1B), supporting build-out of a domestically operated and managed D2D LEO constellation. The subsidies, which will be doled out over a three-year period, are meant to fund a sovereign, Japan-controlled satellite network, including launch costs, for D2D connectivity. The joint venture between the Rakuten and ASTS—seemingly dubbed RAST Co., Ltd.—also will be required to match the subsidies with private funds, bringing total project cost to ~$2B. Indeed, Japanese press reports indicated in late June that Rakuten was expected to be selected for the project, following a 6/24 subcommittee ruling where Japan’s Ministry of Internal Affairs and Communications (MIC) advisory council approved for satellite D2D the use of 700 MHz, a band in which Rakuten holds exclusive rights in the country. The pair will be required under J-LEO to reach nationwide rollout by March 2029, support video calls on regular smartphones for at least 70% of the day, and enable free roaming across carriers during disasters. We believe that while Japan, in exchange for these subsidies, will get additional sovereign control or usage rights while satellites pass over Japan, ASTS will still maintain control of its satellites in the rest of the world, leaving the company the ability to monetize its own dual use services elsewhere. Furthermore, we view this as a template ASTS could look to replicate in other G20 countries, where sovereign nations get dedicated satellite access and control while the constellation passes overhead, while AST retains full right to monetize that capacity elsewhere.

Viva Brazil. Elsewhere, Brazil’s National Telecommunications Agency (Anatel) recently granted ASTS partial commercial approval to provide satellite-based mobile connectivity for unmodified devices across the country. The development follows the agency’s move to establish an initial regulatory framework for D2D back in 2024. Importantly, the partial approval grants ASTS access to a paired 10 x 10 MHz block of S-band spectrum, albeit without coordination priority over incumbent systems, and is valid until September 2039. Further, the approval process must still be coordinated with other international regulatory bodies, such as Germany’s communications authorities. According to data from a GSMA Intelligence and VSAT survey (slide 18) in 2025, around 80% of Brazil’s consumers indicated willingness to pay extra for D2D satellite access on top of existing monthly spend, in large part due to the country’s emerging-market status and vast continental geography, where terrestrial cellular coverage may be inconsistent. Indeed, we see this willingness to pay as a signal of future demand for ASTS’ burgeoning D2D coverage, likely serving Brazilian customers through an existing memorandum of understanding with MNO TIM Brasil. TIM is a top 3 provider of 5G coverage in the country, serving nearly 62M mobile customers and capturing a 22.9% market share as of 2Q25. For perspective, considering just a 50% incremental take rate at an extra $2/month ARPU, this one regional MNO could represent nearly $200M of revenue for ASTS given its model of contracting for 50% incremental revenue share with its partners.

[TheRealSalDePaol🅰️ @DepaolaSal]

$ASTS is down today on the $1B capital raise. Let's talk about why the raise is actually bullish, not bearish.

THE RAISE

AST priced $1 billion in convertible senior notes due 2034 at a 1.625% interest rate. That's remarkably cheap debt by any standard. Conversion price is $79.57 — a 20% premium above where the stock was trading when it priced. That means the investors buying this debt are betting the stock goes UP, not down. They also bought a capped call, which protects existing shareholders from dilution up to $149.20/share.

And here's what people bitching about "why do they need more money" are missing — the use of proceeds is explicit: pursuing growth initiatives and securing additional access to orbit, including partnerships and acquisitions to reduce dependency on third-party launch providers.

Translation: after losing BB7 and dealing with the Blue Origin anomaly, AST is building the war chest to control more of its own launch destiny instead of being at the mercy of someone else's rocket schedule. That's not a company scrambling for cash. That's a company being strategic with a killer balance sheet, locking in growth capital at rates most companies would kill for.

MIDLAND GOES ALL IN

On July 20th, the Midland Development Corporation board votes on a deal for AST to build a new 400,000+ sq ft satellite manufacturing facility. Terms straight from the agreement: 1,600 to 1,800 new jobs and $100-150M in facility investment. Midland's own economic projections show $1 billion in annual regional GDP impact from this facility alone.

And AST isn't waiting on the vote to start hiring. They already ran a career fair hiring 500+ employees for Midland manufacturing — $20-55/hour, no experience required, relocation assistance included. This is a company staffing up ahead of demand.

JAPAN

AST and Rakuten were selected for Japan's J-LEO program, roughly $1 billion in government-backed funding for a sovereign satellite network — beating out a Starlink-backed consortium. Official confirmation is expected any day now.

THE GOVERNMENT PICTURE

AST already holds the Missile Defense Agency SHIELD contract under Golden Dome, SDA Europa/HALO, and Fairwinds NTN tactical SATCOM. Golden Dome budgets are scaling aggressively and AST's phased array hardware is exactly the sensing and radar capability that program needs. The government is already using AST satellites today — and building out the high-end technical and government-facing workforce to go do a lot more of it.

T-MOBILE

Everything is lining up in one direction. T-Mobile's own CEO admitted T-Satellite Starlink usage is basically nothing — 0.0002% of network traffic. Chris Sambar, a former AT&T exec who used to sit on AST's board, just got named T-Mobile's Chief Enterprise Officer. SpaceX's own president told IPO investors Starlink plans to become a direct retail competitor to AT&T, Verizon, and T-Mobile — not their satellite vendor, their rival. And T-Mobile just completed a spectrum swap tied to Grain Management, the exact regulatory docket where AST was the only operator the FCC named as a qualified D2D partner.

Starlink trying to cut out the MNOs and become a carrier itself is the biggest gift AST could ask for.

And don't forget the backdrop this is all happening against — AT&T, Verizon, and T-Mobile already formed a joint venture specifically for satellite direct-to-device connectivity, and AST publicly commended it the same day it was announced. Companies don't applaud competitor deals. That JV is the framework T-Mobile walks into the moment the pieces above line up.

THE BIG PICTURE

AST already has AT&T, Verizon, Vodafone, Rakuten, STC, Bell, Telus, and nearly 60 MNOs globally. Add a J-LEO win, a likely T-Mobile pivot, an expanding government book of business, and a brand new 400k sq ft facility funded by cheap capital raised at a premium to today's price — and today's dip is a gift.

[Endless Capit🅰️l @endless_frank]

$ASTS “Net 1.5% dilution at effective share price of $149.2 & interest rate of 1.625%”.

Sounds like a company financing itself from a position of strength.

[Anp🅰️nman @spacanpanman]

$ASTS: $1B convert is priced with 1.625% coupon and capped call, raising the effective conversion price to $149.20 or 1.5% potential dilution.

AST SpaceMobile Announces Pricing of Private Offering of $1.0 Billion of Convertible Senior Notes Due 2034 (Effective Conversion Price of $149.20 per Share with Capped Call)

Business Wire

MIDLAND, Texas -- July 15, 2026

AST SpaceMobile, Inc. (“AST SpaceMobile”) (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, today announced the pricing of $1.0 billion aggregate principal amount of 1.625% convertible senior notes due 2034 (the “Notes”) in a private offering (the “Notes Offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The sale of the Notes to the initial purchasers is expected to settle on July 20, 2026, subject to customary closing conditions.

Key Elements of the Transaction:
$1.0 billion 1.625% convertible senior notes due 2034, which have an initial conversion price of approximately $79.57 per share of AST SpaceMobile’s Class A common stock, which represents a premium of approximately 20.0% over the last reported sale price of AST SpaceMobile’s Class A common stock on July 15, 2026.

Capped call transactions entered into in connection with the pricing of the Notes have an initial cap price of $149.20 per share of AST SpaceMobile’s Class A common stock, which represents a premium of 125.0% over the last reported sale price of AST SpaceMobile’s Class A common stock on July 15, 2026.

Option to Purchase Additional Notes:
AST SpaceMobile also granted the initial purchasers of the Notes in the Notes Offering an option to purchase, for settlement within a 13-day period beginning on, and including, the first date on which the Notes are issued, up to an additional $150.0 million aggregate principal amount of Notes.

Use of Proceeds:
AST SpaceMobile estimates that the net proceeds from the Notes Offering will be approximately $983.6 million (or approximately $1,131.2 million if the initial purchasers’ option to purchase additional Notes is exercised in full), after deducting the initial purchasers’ discounts and commissions and estimated offering expenses payable by AST SpaceMobile. AST SpaceMobile intends to use $96.9 million of the net proceeds from the Notes Offering to pay the cost of the capped call transactions described below. AST SpaceMobile intends to use the remaining net proceeds from the Notes Offering to pursue an expanding universe of growth initiatives and secure additional access to orbit for its space-based cellular broadband network, including partnerships and/or acquisitions to further vertically integrate its business and mitigate risks associated with third-party launch providers. AST SpaceMobile currently does not have any understandings or agreements with respect to any such strategic transactions. If the initial purchasers exercise their option to purchase additional Notes, AST SpaceMobile expects to use a portion of the net proceeds from the sale of the additional Notes to enter into additional capped call transactions with the option counterparties (as defined below), with the remainder of the net proceeds to be used as described above.

Additional Details of the Notes:

The Notes will be senior, unsecured obligations of AST SpaceMobile. The Notes will accrue interest at an annual rate of 1.625%, payable semiannually in arrears on February 1 and August 1 of each year, beginning on February 1, 2027. The Notes will mature on February 1, 2034, unless earlier converted or repurchased.
Prior to the close of business on the business day immediately preceding November 1, 2033, noteholders will have the right to convert their Notes only upon the satisfaction of specified conditions and during certain periods. On or after November 1, 2033 and until the close of business on the second scheduled trading day immediately preceding February 1, 2034, noteholders may convert their Notes at any time regardless of these conditions. The initial conversion rate will be 12.5672 shares of AST SpaceMobile’s Class A common stock per $1,000 principal amount of Notes (equivalent to an initial conversion price of approximately $79.57 per share of AST SpaceMobile’s Class A common stock, which represents a premium of approximately 20.0% over the last reported sale price of $66.31 per share of AST SpaceMobile’s Class A common stock on the Nasdaq Global Select Market on July 15, 2026), subject to adjustment in certain circumstances. AST SpaceMobile will settle conversions of Notes by paying or delivering, as the case may be, cash, shares of AST SpaceMobile’s Class A common stock, or a combination thereof, at AST SpaceMobile’s election.

The Notes will not be redeemable at AST SpaceMobile’s option prior to the maturity date, and no sinking fund is provided for the Notes.

Noteholders will have the right, subject to certain conditions and exceptions described in the indenture governing the Notes (the “indenture”), to require AST SpaceMobile to repurchase for cash all or a portion of their Notes upon the occurrence of a fundamental change (as defined in the indenture) at a purchase price of 100% of their principal amount plus accrued and unpaid interest, if any, to, but excluding, the relevant repurchase date. In addition, following certain corporate events that occur prior to February 1, 2034, AST SpaceMobile will, in certain circumstances, increase the conversion rate for a noteholder who elects to convert its Notes in connection with such corporate events.

Capped Call Transactions:

In connection with the pricing of the Notes, AST SpaceMobile entered into capped call transactions with certain of the initial purchasers of the Notes or affiliates thereof and other financial institutions (the “option counterparties”). The capped call transactions cover, subject to customary adjustments, the number of shares of AST SpaceMobile’s Class A common stock initially underlying the Notes. The capped call transactions are expected generally to reduce the potential dilution to AST SpaceMobile’s Class A common stock upon any conversion of Notes and/or offset any cash payments AST SpaceMobile is required to make in excess of the principal amount of converted Notes, as the case may be, with such reduction and/or offset subject to a cap. The cap price of the capped call transactions is initially $149.20 per share, which represents a premium of 125.0% over the last reported sale price of AST SpaceMobile’s Class A common stock of $66.31 per share on the Nasdaq Global Select Market on July 15, 2026, and is subject to certain adjustments under the terms of the capped call transactions.

In connection with establishing their initial hedges of the capped call transactions, AST SpaceMobile expects the option counterparties or their respective affiliates will enter into various derivative transactions with respect to AST SpaceMobile’s Class A common stock and/or purchase shares of AST SpaceMobile’s Class A common stock concurrently with or shortly after the pricing of the Notes, including with, or from, as the case may be, certain investors in the Notes. This activity could increase (or reduce the size of any decrease in) the market price of AST SpaceMobile’s Class A common stock or the Notes at that time.

In addition, the option counterparties or their respective affiliates may modify their hedge positions by entering into or unwinding various derivatives with respect to AST SpaceMobile's Class A common stock and/or purchasing or selling AST SpaceMobile’s Class A common stock or other securities of AST SpaceMobile in secondary market transactions following the pricing of the Notes and prior to the maturity of the Notes (and are likely to do so during the 20 trading day period beginning on the 21st scheduled trading day prior to the maturity date of the Notes, or, to the extent AST SpaceMobile exercises the relevant termination election under the capped call transactions, following any repurchase or conversion of the Notes). This activity could also cause or avoid an increase or a decrease in the market price of AST SpaceMobile’s Class A common stock or the Notes, which could affect a noteholder’s ability to convert the Notes and, to the extent the activity occurs during any observation period related to a conversion of Notes, it could affect the number of shares, if any, and value of the consideration that a noteholder will receive upon conversion of its Notes.

The Notes are only being offered and will only be sold to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A promulgated under the Securities Act by means of a private offering memorandum. Neither the Notes nor the shares of AST SpaceMobile’s Class A common stock potentially issuable upon conversion of the Notes, if any, have been, or will be, registered under the Securities Act or the securities laws of any other jurisdiction, and unless so registered, may not be offered or sold in the United States, except pursuant to an applicable exemption from, or in a transaction not subject to, such registration requirements.

This announcement is neither an offer to sell nor a solicitation of an offer to buy any of the Notes or any shares of AST SpaceMobile’s Class A common stock potentially issuable upon conversion of the Notes and shall not constitute an offer, solicitation, or sale in any jurisdiction in which such offer, solicitation, or sale is unlawful.

About AST SpaceMobile
AST SpaceMobile is building the first and only global cellular broadband network in space to operate directly with standard, unmodified mobile devices based on our extensive IP and patent portfolio, designed for both commercial and government applications. Our engineers and space scientists are on a mission to enable 4G and 5G space-based cellular broadband to every device, everywhere, for today’s nearly 6 billion mobile subscribers globally.

Forward-Looking Statements
This communication contains “forward-looking statements” that are not historical facts, including statements concerning the completion of the Notes Offering, the potential effects of entering into the capped call transactions, and the expected use of the net proceeds from the Notes Offering. These forward-looking statements can be identified by the use of forward-looking terminology, including the words “anticipates,” “believes,” “could,” “estimates,” “expects,” “intends,” “may,” “potential,” “will,” or, in each case, their negative or other variations or comparable terminology. These forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from the expected results. Such risks include, but are not limited to, whether AST SpaceMobile will consummate the Notes Offering, prevailing market conditions, the anticipated principal amount of the Notes, which could differ based upon the exercise of the initial purchasers’ option to purchase additional Notes, the anticipated use of the net proceeds from the Notes Offering, which could change as a result of market conditions or for other reasons, whether the capped call transactions described above will become effective, the effects of entering into these transactions, and the impact of general economic, industry or political conditions in the United States or internationally.

AST SpaceMobile cautions that the foregoing list of factors is not exclusive. AST SpaceMobile cautions readers not to place undue reliance upon any forward-looking statements, which speak only as of the date made. For information identifying important factors that could cause actual results to differ materially from those anticipated in the forward-looking statements, please refer to the Risk Factors in AST SpaceMobile’s Form 10-K for the fiscal year ended December 31, 2025 filed with the SEC on March 2, 2026, its Form 10-Q for the fiscal quarter ended March 31, 2026 filed with the SEC on May 11, 2026 and the future reports that it may file from time to time with the SEC. AST SpaceMobile’s securities filings can be accessed on the EDGAR section of the SEC’s website at https://t.co/csNoxNlcoY. Except as expressly required by applicable securities law, AST SpaceMobile disclaims any intention or obligation to update or revise any forward-looking statements whether as a result of new information, future events or otherwise.

https://t.co/JWkRfORTZG

[MWM @MWM76]

$ASTS serious overreaction, the sentiment around this company is so damn negative all the time. $1 billion is peanuts if this stock is $100-$200, these are long term notes that the company might be able to buy back in a few years.
Just stupidity over and over again

[ASTS Investors 🅰️ @ASTS_Investors]

PIPER SANDLER INITIATES AST SPACEMOBILE AT OVERWEIGHT WITH $100 PT

$ASTS

[Anp🅰️nman @spacanpanman]

$ASTS: AST to raising capital to pull forward launch capacity. My read is $ for more launches outside of Blue Origin. The use of proceeds language is very intriguing.

AST SpaceMobile Announces Proposed Private Offering of $1.0 Billion of Convertible Senior Notes Due 2034

"AST SpaceMobile intends to use the remaining net proceeds from the Notes Offering to pursue an expanding universe of growth initiatives and secure additional access to orbit for its space-based cellular broadband network, including partnerships and/or acquisitions to further vertically integrate its business and mitigate risks associated with third-party launch providers. AST SpaceMobile currently does not have any understandings or agreements with respect to any such strategic transactions."

https://t.co/VqCkK3HuPI

[AST SpaceMobile @AST_SpaceMobile]

Built Differently.
Engineering at scale unfolded in orbit.
This is cellular broadband from space.

BlueBird 10 has successfully deployed in low Earth orbit. Adding another of the world's largest communications array - the size of a tennis court - to our growing constellation.
BlueBirds 8 and 9 are next.

Engineered for broadband connectivity to everyday smartphones. No special hardware. No modifications. Cellular broadband from space. 🌎📶📱🇺🇸

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[AST SpaceMobile @AST_SpaceMobile]

BlueBird 11 at the Cape. BlueBirds 12 and 13 on the road from Midland to Florida.
Next: orbital launch imminent . 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

#ASTSpaceMobile #Broadband #ConnectingTheUnconnected #BlueBirds

[Endless Capit🅰️l @endless_frank]

$ASTS RSI on a weekly timeframe, which is less noisy than the daily, is the most oversold since the week of May 6 2024 when the stock closed at $2.26/shr

There has been no more oversold condition in the last 25 months and short interest is at all time highs by far.

[THE SP🅰️CTATOR @The_SPACTATOR]

$ASTS: CNBC Interview Gwynne Shotwell President & COO $SPCX

Morgan: Starlink Mobile, how big is that opportunity?

Gwynne: I think that opportunity is huge. If you were to look at numbers of subscribers, I think Starlink Mobile will far exceed Starlink broadband in the home.

[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 🛰️

[Socrates 🅰️ 🏛 @DefinitionsNew]

$ASTS I will be the first to say that @elonmusk numbers in the SpaceX S-1 were unsurprisingly over the moon. That is his style, as we all know.

So what happens if we take those numbers and are more realistic for what it could mean for ASTS? Well, here it is. Enjoy!