Mike Ski ⚫

$MOVR $KSM $DOT

[Mike Ski ⚫ @Mikeskidot]

@AlfieJCarter SKILLS

[AST SpaceMobile @AST_SpaceMobile]

Vodafone and AST SpaceMobile Choose Luxembourg as Joint Venture Headquarters to Drive European-Wide Space-Based Mobile Broadband Coverage
https://t.co/sHea5mFThp

[Anp🅰️nman @spacanpanman]

1/ $ASTS: 🚨 DEUTSCHE BANK UPGRADES AST SPACEMOBILE PRICE TARGET TO $137 FROM $81, REITERATES BUY RATING

Our New Model Includes A Larger TAM, Greater Capex, And Lower Supplemental Coverage ARPU, Among Other Changes

We're publishing a revamped model with updated TAM, penetration, pricing, and launch/capex assumptions. Our updated model also mathematically analyzes capacity against utilization to determine the number of satellites required to support the business, which then drives our build/launch and capex forecast.

We're raising our PT to $137, from $81, driven by rolling forward our valuation given the new year and an increase in our EV/2030E EBITDA multiple to 20x, from 15x. The reason for the increase in our 2030 valuation multiple is that our new forecast exits 2030 with a 60% higher EBITDA growth rate of 40%. Below we discuss our view on the stock and our assumptions in more detail.

Stock Outlook: Execution of Launch Plans Will Be The Key Stock Driver in 2026

We believe that ASTS has the MNO partnerships in place to be successful and scale its D2D business, while also adding incremental revenue in government and potentially enterprise over time. The next step in realizing future success for ASTS is executing the company's satellite build and launch plan in order to enable a 24 hour continuous commercial service. The company has historically experienced delays in launch plans (as many in the satellite industry have historically, especially new entrants) and, therefore, it is critical that the company largely delivers on schedule this year to launch 45-60 satellites by YE2026 and conduct 5 launches by the end of March (including the December 23, 2025 successful launch). To be clear, we don't think it matters if the timeline slips a little (eg 1 of the 5 launches scheduled by end of 1Q slips into 2Q and/or one of the 2026 planned launches spills into early 2027). The point is that ASTS needs to show that it can accelerate the launch cadence and deliver a 24 hour continuous service to its MNO partners in late 2026/1H27. Meeting this timeline would represent significant progress against operationalizing the business plan and we believe would drive continued upside in the stock price. Below we lay out an estimated, illustrative launch timeline we put together in order to demonstrate what it would take for the company to reach the lower end of its planned range for satellites in orbit by YE2026 (note that the company has not provided any specific future launch dates for Bluebird 7 and beyond; thus these are our hypothetical launch estimates and should only be taken as illustrative).

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨 GOLDEN DOME UNLOCKED - AST SPACEMOBILE SELECTED AS PART OF MISSILE DEFENSE AGENCY'S THIRD TRANCHE "SCALABLE HOMELAND INNOVATIVE ENTERPRISE LAYER DEFENSE (SHIELD)"

Following the initial tranche of 1,014 awards announced December 2, 2025 and the second tranche of 1,086 awards announced December 18, 2025, the Missile Defense Agency (MDA) has made an additional 340 awards under the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) Multiple Award Indefinite-Delivery, Indefinite-Quantity (IDIQ) Contract.

A list of awardees is attached along with their respective contract number.

https://t.co/dIeiKPWpcX

[Weary Centurion @weary_centurion]

$JD DEEP DIVE 🧵

The Chinese Amazon priced for failure

[David Sacks @DavidSacks]

As a response to socialism, Miami will replace NYC as the finance capital and Austin will replace SF as the tech capital.

[Anp🅰️nman @spacanpanman]

Now do projected EBITDA per Bloomberg consensus estimates. Investors allocate $ based on future expectations, not past results 🤷‍♂️

$ASTS
2026 $19M
2027 $833M
2028 $2.1B
2029 $3.4B
2030 $5.2B

$RKLB:
2026 $4M
2027 $178M
2028 $334M
2029 $450M
2030 $548M

[Anp🅰️nman @spacanpanman]

$ASTS: Bloomberg Intelligence finally starts covering AST SpaceMobile

tick tock, tick tock

[The Long Investor @TheLongInvest]

I had dinner this week with some very successful investors and there was a general consensus at the table that one stock will be the next Trillion Dollar company

$ASTS

[Tech Investor @techinvestoor]

$ASTS

we were at $90 immediately after the Verizon DA.

It’s down 20% since then.

The only thing that happened is a $1 billion offering which would equate to about 2-3% dilution.

20% vs 2-3%

[The Long Investor @TheLongInvest]

$ASTS PT raised to $95 from $60

[Battery Commodity GI @GoldInvest_B]

Congrats everyone LONG $ASTS and smart move Team @Verizon

Excited to have 47-50 catalysts across the 50+ MNOs coming years even though markets will vary in TAM ;)

Credit @NomadBets

[Anp🅰️nman @spacanpanman]

$ASTS:🚨 BANK OF AMERICA RESEARCH RAISES AST SPACEMOBILE PRICE TARGET TO $80 FROM $55, MAINTAINS NEUTRAL RATING

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile Announces Definitive Commercial Agreement with Verizon to Support Space-Based Cellular Broadband Across the Continental United States
https://t.co/KQcCr4YYSF

[Anp🅰️nman @spacanpanman]

$ASTS: Verizon just validated and re-underwrote our investment thesis today by executing a definitive commercial agreement with AST SpaceMobile. This underscores their confidence in ASTS execution, technology, launch campaign, spectrum strategy, production, funding plans, EVERYTHING!!!

They also followed Starlink's progress and decided to PASS AGAIN.

That my friends is now GETTING PRICED INTO THE STOCK.

[*Walter Bloomberg @DeItaone]

$AMD - BARCLAYS RAISES AMD PRICE TARGET TO $300 FROM $200

Barclays analyst Tom O'Malley raised AMD’s price target to $300 from $200, keeping an Overweight rating. He said the OpenAI deal, including warrants tied to stock milestones, could add ~$4.5B per quarter by 2026, potentially boosting EPS by ~$3 per quarter. Deployment of 6GWs through 2030 may generate ~$18B annually, with the first GW expected in 2H 2026, adding ~$15B in revenue next year.

[AMD @AMD]

We’ve got news… 👀 👀 @WSJ has the scoop with @LisaSu + @sama: https://t.co/2ULNrCdu0e.

[AMD @AMD]

Today, we’re announcing a multi-year, multi generation strategic partnership with @OpenAI that puts AMD compute at the center of the global AI infrastructure buildout.

✅ 6GW of AI infrastructure
✅ Initial 1GW deployment of AMD Instinct MI450 series GPU capacity beginning 2H 2026
✅ Enabling very large-scale AI deployments and advancing the entire AI ecosystem

More here: https://t.co/hGA8zSA6sM

[The Long Investor @TheLongInvest]

$ASTS +15%

[The Long Investor @TheLongInvest]

$ASTS the job is not done until $77

A retest of the blue support line at $39 was needed....but could be providing a great opportunity once it holds.