All H🅰️il The Mighty HorseLover

[All H🅰️il The Mighty HorseLover @penguin_red_]

@endless_frank As a long term holder, don’t you want the stock to do poorly while they are actually executing in the background so that you can pick up more shares for less?

[All H🅰️il The Mighty HorseLover @penguin_red_]

@endless_frank @SpacBobby It’s strategic for them to enter into JV as operating standalone against SpaceX puts them at a major disadvantage. By creating a unified buyer, the carriers force satellite providers to compete for access to a single, standardized platform rather than holding carriers hostage.

[All H🅰️il The Mighty HorseLover @penguin_red_]

@endless_frank @SpacBobby Not fake, but misunderstood. Musks original tweet about the 1 year exclusivity didn’t reflect the actual exclusivity contract. Hopefully it ends at the end of this year but you never know.

[All H🅰️il The Mighty HorseLover @penguin_red_]

@endless_frank @SpacBobby So all that exclusivity ending today talkwas fake. But by publicly downplaying satellite as a minor "complementary service" (0.0002% of traffic) and hyping up the multi-carrier Spectrum JV, they are setting the stage for a multi-provider setup once that contractual window closes.

[All H🅰️il The Mighty HorseLover @penguin_red_]

@endless_frank It's not a terrible hedge, it's a forced hedge. When a hedge fund buys a convertible bond, they short the stock to offset equity risk and isolate yield or volatility.

[All H🅰️il The Mighty HorseLover @penguin_red_]

@endless_frank When hedge funds buy convertible notes, they almost always short the underlying common stock against their position to lock in a risk-free yield or hedge their downside. A huge chunk of elevated short interest in ASTS is simple convertible arb, not directional bearishness.

[All H🅰️il The Mighty HorseLover @penguin_red_]

@endless_frank Prime brokerages don't easily cross-margin unlisted or restricted shares against public equity shorts for retail/insiders, and the correlation between a pure-play cellular-broadband satellite provider and a launch/Starlink conglomerate is way too loose to serve as a clean hedge.

[All H🅰️il The Mighty HorseLover @penguin_red_]

@AdamMancini4 Isn’t it more relevant that we broke the uptrend since April? Interesting you don’t even have it drawn here

[All H🅰️il The Mighty HorseLover @penguin_red_]

@Mr_Derivatives Humble brag damn son

[All H🅰️il The Mighty HorseLover @penguin_red_]

@OddStats Wow couldn’t go an hour without crawling back to us

[All H🅰️il The Mighty HorseLover @penguin_red_]

@TravisHoium Seriously retarded take. Iridium’s network architecture and ASTS's network architecture are built for completely different markets. They are not direct competitors. This deal actually places a massive, multi-billion-dollar valuation floor underneath ASTS.

[All H🅰️il The Mighty HorseLover @penguin_red_]

@OddStats The real crime was that the final price for SPX at the closing bell was 7337, and then it magically recalculated to 7554 after close wiping out 7350 put holders. Waiting to see the oddstat on the fuckery of that.

[All H🅰️il The Mighty HorseLover @penguin_red_]

@OddStats Most people are dummies 🤣

[All H🅰️il The Mighty HorseLover @penguin_red_]

@SeaKingOptions SPX options do not close at 4:01, they close at 4:00. And yes us 7350 put buyers got fucked at the buzzer.

[All H🅰️il The Mighty HorseLover @penguin_red_]

@endless_frank This headline heavily implies that SpaceX knows the J-LEO contract is slipping away from them, and they are preparing their defensive corporate narrative ahead of time.

[All H🅰️il The Mighty HorseLover @penguin_red_]

@endless_frank To build a standalone, ground-up retail mobile network that can bypass traditional carriers and compete with AT&T or Verizon, it would realistically take SpaceX at least 3 to 5 years just to get a basic, functional footprint up and running in the United States.

Bye felisha 🤣