brea

[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

[brea @ry0d5o]

@sumasshu1 @spacanpanman Likely macro due to Korea

[SpaceX @SpaceX]

Deployment of all three BlueBird satellites confirmed

[brea @ry0d5o]

@QuinnHaze ~22 “ASTs” in 2 trading days now.

[brea @ry0d5o]

@StocksbyMatty Why an Invest account over an ISA?

[brea @ry0d5o]

@ahmerkmail @ASTS_SpaceMob Largest market for SpaceX is their Starlink scheme?

[Wave 3 Trades @wave3trades]

$ASTS investors after a -13% day

Knowing this is a trillion dollar company in the making

[brea @ry0d5o]

@bennybigbull Best free money glitch until it’s not 😅

Jan’27 is still a while away (plenty of time to sell-off, re-accumulate and potentially rally higher)

[Corey📶🅰️ @corey407woc]

POV: You’re watching a sad movie with an $ASTS investor who’s been through multiple 50% drawdowns 🅰️💎🚀🙌

[CK Capital @CKCapitalxx]

I don’t think people fully understand what just happened with $ASTS and T-Mobile.

Everyone is treating this like a minor partnership announcement. It is not. Let me explain why this changes everything.

Before today $ASTS had AT&T and Verizon. Two of the three major US carriers. T-Mobile was the holdout. The one carrier actively working with Starlink instead.

The bear case for $ASTS has always been that T-Mobile stays on Starlink and a third of the US market stays out of reach.

That bear case just died.

AT&T, Verizon, and T-Mobile announced a joint venture for direct-to-device satellite connectivity. All three. Together.

And the CEO of $ASTS posted one thing in response. “Space-based cellular broadband to every American is coming.” And tagged all three carriers.

You do not tag all three carriers if you are not the infrastructure behind all three carriers.
Now think about what this actually means for the math.

AT&T covers 230 million subscribers. Verizon covers 140 million. T-Mobile just added 130 million more.

That is 500 million US subscribers now sitting inside the $ASTS distribution network. Every single one of them reachable without a new device, without a new plan, without any friction at all.

The entire US market. Every major carrier. One satellite network.

Starlink spent 5 years and 10,000 satellites fighting for every single one of their 10 million subscribers. $ASTS just got access to 500 million existing ones with the flip of a switch.

This is not a partnership announcement.

This is the entire US wireless industry consolidating around $ASTS as the satellite layer.

People are going to look back at today as the moment the thesis became inevitable.