Mehdi 🅰️

French optimist 🇫🇷 | 🇺🇸 American drive
Capital markets | Frontier tech & space
Long $ASTS | SpaceMob ’24

[Mehdi 🅰️ @mxhdic]

Holding $ASTS at 100% portfolio concentration isn’t for everyone.

Self-proclaimed “expert consultants” and anonymous accounts will tell you daily that you’re delusional. Down 13% overnight because revenue “missed.”

But missed what, exactly?

A company that didn’t exist 10 years ago is now delivering 98.9 Mbps from space to unmodified smartphones. BB8-10 ship next month. 10+ satellites per month in production. $3.5B cash. 60 MNO partners. 3 billion subscribers covered.

You can’t model a market that doesn’t exist yet. They said the same about $NVDA at $10.

The pain is real. The conviction has to be deeper.

Because in 2030, the narrative won’t be “ASTS missed Q1 2026 revenue estimates.”

It’ll be “if you put $30k in during the 2026 lows, you’d have $1M today.”

I plan to be in that story.

Not because I’m mental. Because I did the work with the #SpaceMob 🛰️

[Mehdi 🅰️ @mxhdic]

@ben81745539 🎯

[Mehdi 🅰️ @mxhdic]

Reached my target of $ASTS shares today.

Took 14 months of accumulating from nearly zero.

I’m betting my future net worth on direct-to-device satellite broadband reaching 3 billion people who have smartphones but no reliable connectivity.

If I’m right: life changes.

If I’m wrong: I learned everything.

The work is done. Now we wait. 🛰️

[Mehdi 🅰️ @mxhdic]

I’m not planning to sell anything before $1,000, and even at that level I’d only consider a modest trim. My base case is that the market is still significantly underestimating the long-term value here. A $2,500–$5,000 terminal valuation (split-adjusted) doesn’t look unreasonable if execution continues as expected.

The main reason is that this is infrastructure, not a simple application-layer play. Historically, infrastructure winners tend to unlock entirely new use cases and revenue streams that are difficult to model in advance. As a result, even the most bullish projections today may not fully capture the eventual opportunity set.

For that reason, I’d rather risk trimming slightly too late than cap the upside too early.

[Mehdi 🅰️ @mxhdic]

@ben81745539 Enough to reach 7 figures if the company delivers

[Mehdi 🅰️ @mxhdic]

@Fruitloops1984 Congrats on all those who did so. I have no worries buying 65 times higher today after all the derisking and the understanding I built over time.

[Mehdi 🅰️ @mxhdic]

@The_Parieur1 Ahurissant

[Mehdi 🅰️ @mxhdic]

@LuckyStuey Get out while you can 😂
More relevant to your leveraged short position

[Mehdi 🅰️ @mxhdic]

@GrokedAI We shall see. It’s going to be exciting to ride this rollercoaster.

[Mehdi 🅰️ @mxhdic]

@tekkamandeadend Military uses cases are still overlooked 🔥

[Mehdi 🅰️ @mxhdic]

@JR_spacetime @laorlet Yes! Especially when you couldn’t reach your target with the monthly DCA before a good payday, after the price dropped by 20% overnight.

[Mehdi 🅰️ @mxhdic]

@blissplz Excellent 😂

[Mehdi 🅰️ @mxhdic]

@blissplz Ahah I got the joke, but that’s still a lowball compared to @corey407woc’s 15 shares.

[Mehdi 🅰️ @mxhdic]

@deepresearch855 Very acurate, but feels better with cash deployed on this juicy juicy dip

[Mehdi 🅰️ @mxhdic]

@blissplz My share count is far less important than the average I see in the SpaceMob echochamber, just enough relative to where I started and where I want to go in life.

[Mehdi 🅰️ @mxhdic]

@ColeF17544 Long & strong

[Mehdi 🅰️ @mxhdic]

@pivac_tweeta It’s quite a binary positioning really, genius or retard

[Mehdi 🅰️ @mxhdic]

@outthered A fantastic position, well done 👏

[Mehdi 🅰️ @mxhdic]

@AceCrouton Well done on the gains brother ! Now with just an index you’re all set 😇

[Mehdi 🅰️ @mxhdic]

@AsphaltAura Looks horrible

[Mehdi 🅰️ @mxhdic]

@corey407woc Classic