Mark

[Mark @markwwuu]

@AdityaInvests90 $ASTS My purchase price is more than 100 dollars

[Mark @markwwuu]

@endless_frank I hope so

[Mark @markwwuu]

@SargentiVincent @SpaceInvestor_D True

[Mark @markwwuu]

@jinvestor88 @LJC_Capital @CyberCabDavid Yes, the ultimate goal is to obtain a commercial contract.

[Mark @markwwuu]

@LuckyStuey My guess is it’s a capacity issue. They’re bringing on 500 assembly workers in Texas and don’t even require prior experience. That says a lot. If production wasn’t the bottleneck, they’d likely be launching 5+ satellites per mission by now.

[Mark @markwwuu]

@DollarCostAvg If ASTS ends up getting 50% of the deal, you’ll thank yourself for not dumping your shares here. If they get nothing, there’ll probably be some pain in the short term, but Rakuten setting up a JV is still a solid first step.

[Mark @markwwuu]

@mathlonning Yeah, I think they’ll secure at least a 30% share. Rakuten isn’t throwing money around for no reason

[Mark @markwwuu]

@WillyRelwitten @TheWaveCount 🤣🤣I don’t think so, bro. I expect it to start moving higher after July, or by August at the latest—as long as the Falcon launch goes smoothly and the satellites deploy properly. I don’t see any major issues there.

[Mark @markwwuu]

@redrum_2001 @biliousemesis If ASTS wasn’t getting any share at all, I can’t see Rakuten committing real capital to a JV. The people involved are obviously seeing something we don’t.

[Mark @markwwuu]

@biliousemesis @redrum_2001 Yeah, bro, I saw that news. It suggests ASTS is likely getting a piece of the deal, so they’re probably not being left out. If they end up securing 50% when the award is announced, that could mark the beginning of a strong rebound. For now, it’s just a waiting game.

[Mark @markwwuu]

@biliousemesis @redrum_2001 So do you think ASTS will lose out to Starlink, or do they still have a shot at winning Japan’s backing?

[Mark @markwwuu]

@biliousemesis @redrum_2001 Even if AST wins part of the contract, it doesn’t automatically mean SpaceX loses everything. Shared awards are common, and expectations seem to assume a winner-take-all outcome.

[Mark @markwwuu]

$ASTS Overnight action suggests there’s strong support around $67–70. The question is, who’s soaking up all the shares—or is it just a fakeout? If that support breaks, I wouldn’t be surprised to see the low $50s next. We’ll see. 🍿

[Mark @markwwuu]

@KelseyHard10948 Bro, it’s 69, not 79 🤣

[Mark @markwwuu]

@biliousemesis @redrum_2001 Rakuten’s exclusivity only applies to Rakuten, not the entire Japanese market. NTT and KDDI chose Starlink years ago—they weren’t forced into it. If exclusivity guaranteed Japan for ASTS, why is Rakuten still the only Japanese carrier using them? Contracts are won by execution.

[Mark @markwwuu]

@Rocky75617794 @endless_frank I don’t think those two are related, bro. They’re hiring 500 manufacturing workers in Texas and specifically said aerospace experience isn’t required. That looks more like an attempt to ramp up production, since satellite manufacturing has been way too slow and they’re falling

[Mark @markwwuu]

@spinor13 @endless_frank I don’t think those two are related, bro. They’re hiring 500 manufacturing workers in Texas and specifically said aerospace experience isn’t required. That looks more like an attempt to ramp up production, since satellite manufacturing has been way too slow and they’re falling

[Mark @markwwuu]

@operry19 @endless_frank The market priced in way too much optimism. The company still isn’t profitable, and that $130 share price was driven more by hype and momentum than fundamentals

[Mark @markwwuu]

@endless_frank Production is a huge concern too. At the current pace, I doubt they’ll have more than 30 sats up by year-end. But if they can start launching 5–8 at a time, that changes the picture…