splicinglass

[splicinglass @splicinglass]

@Bulvarpress Most Waitresses get paid $2 or $3 an hour in the US, and they get to keep their tips. That means if you were the only table in the restaurant that night, her wage for the night was your miserable $9 tip, plus the hours she worked. I thought slavery ended years ago?

[REDRUM 🅰️ @redrum_2001]

$ASTS - Sp🅰️ceMob - I need your help!

The AST SpaceMobile Podcast is on a mission to bring SpaceMob DD and deep dives to a wider audience around the globe.

If you haven't already, please head over to our channel on YouTube, hit that Subscribe button, and like or share the videos. Every single interaction helps push $ASTS content to more screens.

Link below! 👇 Thanks!

https://t.co/LWR5TfksPM

[splicinglass @splicinglass]

@defense_civil25 China will be ducking Bunker Busters, if they try something that stupid. Feeling Froggy XI? Leap. FAFO!

[St🅰️nky K🅰️ng @KthankS24]

Looks like @AbelAvellan and @scottwisniews had an $ASTS ace up the sleeve afterall.

Bravo 👏👏👏👏

[PK_Fund @PK_Fund]

$ASTS
Few understand how Disruptive that Ast Spacemobile will be to the World of telecommunications.
Ast Spacemobile will be as, if not more Disruptive than Bell Labs discovery of the Fundamentals of the T Carrier system, that evolved into using laser and glass to transmit data.
(Fiber optics)
I spent a lifetime in this field, and to this day, still wrapping my head around how technically advanced Ast Spacemobile is compared to any potential NTN ubiquitous 5G/ 6G competition. ( BTW, there is no competition.) The 3,800 US Patents and Patents Pending has solidified and moated this technology.
I chuckle when the Street looks at Starlink as our Competition. $2T IPO?( smile)
I can not make anyone that doesn’t have a telecommunications background understand the difference.
The Street has yet to wake that Ast Spacemobile will not have any competition for a very long time.
Soon to be understood.
AT&T, Verizon and T- Mobile have done Due Diligence

[Endless Capit🅰️l @endless_frank]

$ASTS Know what those bubbles are? Convertible note deals being announced. All 3 times rallies got pricked by convert issuance and arbs hedging.

Know what the company said on this last earnings call? No more converts.

The endless rally is on.

[Q STORM RIDER @_Qstormrider]

🚨 MASSIVE DEVELOPMENT: At least 121 EMPTY OIL TANKERS are making their way to the United States of America right now

68 of them can carry 2 MILLION BARRELS EACH.

Holy smokes! We are the world's gas station now! 🇺🇸

TRUMP: "China can send their ships to the U.S., China can send their ships to Venezuela...empty oil carrying ships from many nations are all headed to the U.S. to load up."

Harris Faulkner: "68 of those 121 vessels are very large crude carriers capable of carrying 2 million barrels apiece."

"President Trump has urged countries squeezed by Iran's disruption of the Strait of Hormuz to turn to American energy supplies instead."

"Well — it would appear perhaps they are obliging him. They are listening to Trump!" @HARRISFAULKNER

MASTERCLASS MOVE. Something tells me this was the intended outcome all along!

[Right Scope 🇺🇸 @RightScopee]

🚨 BREAKING: Speaker Mike Johnson just dropped a BOMBSHELL on Fox News—President Trump is about to STUN the haters with a pure America First Iran WIN!

Iran gets ZERO nukes. The Strait of Hormuz reopens FAST—slashing gas prices for American families. Regional allies are lining up behind strong U.S. leadership under Trump.

While the doomsayers and NeverTrump crowd cried "disaster," Trump delivered AGAIN—peace through strength, not weakness like the Biden disasters.

MAGA delivering results while the left melts down. Share this far and wide, patriots! 🔥🇺🇸

Quick poll:
A. YES — Trump is crushing it on Iran
B. NO — Still not good enough

What’s your vote? Drop it below and RT if you’re Team Trump! 💪

[$ASTS SpaceMob 🅰️ @ASTS_SpaceMob]

$ASTS is now OFFICIALLY undervalued

[Anp🅰️nman @spacanpanman]

$ASTS:
ONE
HUNDRED
EIGHTY
FIVE
DOLLARS
💵

[splicinglass @splicinglass]

@HSendible They should launch another Bluebird for free.

[🅰️ncap @ancapspace]

@longwashere The site is slightly outdated since there are more MNO's to be added.

Also links to DD at the bottom of the site.

https://t.co/7yxoQ6MVQz

[splicinglass @splicinglass]

@Netanyahu_News

[Michael | Hypermarkets @itsmichaelluu]

I called out $ASTS at $2 and it spiked to $130 in 2 years.

$ASTS will eventually hit $400+ when $SPCX launches.

Right now, $LAES has a partnership with $SPCX. It's the only one trading under $5.

[$ASTS SpaceMob 🅰️ @ASTS_SpaceMob]

$ASTS PRECIOUS CARGO SPOTTED 👀

[Nick Sortor @nicksortor]

HOLY CRAP! The CIA just RAIDED Tulsi Gabbard's office, and SEIZED documents related to the JFK assassination, MKUltra, and more, that Gabbard was set to declassify

BOXES of them

The CIA is in DIRECT VIOLATION of a Trump executive order

47 must REEL IN CIA!

[SolSuit @WolfOfTrenchess]

Everyone talks about $ASTS but few really know what it does.

— What is $ASTS?

AST SpaceMobile is building a network of satellites that connect directly to your existing smartphone — no dish, no special hardware, no new app.

It acts like a cell tower in space.

When your phone loses signal on the ground, it automatically connects to the satellite above — exactly like switching from Wi-Fi to 4G.

The result: broadband coverage everywhere on Earth, on your regular phone.
No other company can do this today at scale.

— The Big Breakthrough (Why It's Interesting)

Forget Starlink — it requires a dish.

$ASTS works with unmodified smartphones through partnerships with the carriers you already use.
AT&T, Verizon, Vodafone, Orange, Telefonica — ~60 mobile operators covering ~3 billion subscribers have already signed agreements.

In 2026 $ASTS received FCC commercial service approval — the regulatory green light that turns this from a technology into a business.

And the speed record? 98.9 Mbps to an unmodified phone from space.

— Key Numbers (Q1 2026 — reported May 13)

→ Revenue: $14.7M (below estimates — 2026 is still a build year)
→ Full-year 2026 guidance: $150–200M (reaffirmed)
→ Contracted revenue commitments: $1.2B +
→ Cash position: ~$3.5B — runway fully secured
→ Satellites in production: 10+ per month at Texas facility
→ Target by end of 2026: ~45 BlueBird satellites in orbit
→ Next launch: BlueBird 8, 9, 10 — mid-June 2026 on SpaceX Falcon 9

— Points of Strength

1) First-mover with regulatory moat
FCC approval + 60 MNO agreements = years of lead time competitors can't replicate overnight.

2) $3.5B cash — no dilution risk near term
The balance sheet is fully funded through constellation buildout.

3) AI + IoT tailwind
Agentic AI runs 24/7. Edge devices need always-on connectivity in deserts, oceans, mountains. $ASTS is the missing infrastructure layer.

4) Government & defense validation
Multiple US government and Space Development Agency contracts confirmed in 2026 — the most credible validator possible.

5) Carrier partnerships = built-in distribution
$ASTS doesn't need to acquire customers. AT&T and Verizon do it for them.

— Why It Could Be a Great Opportunity

3–4 billion people live with zero cell coverage.
Trillions of IoT and AI devices will need always-on connectivity in the next decade.

$ASTS is the only company building the infrastructure to serve both.
The earnings dip was the market punishing a pre-commercial company for being pre-commercial.

$1.2B contracted. $3.5B cash. FCC approved. 60 carriers signed.
That's not speculation. That's a business being built in public.

— Realistic Projection

If $ASTS reaches even 50% of its guided 2027 revenue ramp with constellation at scale:

→ Revenue trajectory: $500M–1B+ by 2028
→ Average analyst target: $82 — some as high as $117
→ At even modest re-rating on revenue visibility
→ significant upside from current ~$29B market cap

The risks are real — launch delays, cash burn, Starlink competition, valuation pricing perfection.

This is a high-conviction, high-patience position. Not for everyone.

But when AT&T, Verizon, Vodafone and the US government all sign contracts with the same company —
That's not hype. That's a structural bet on the future of global connectivity.

🔖 Bookmark this. When $ASTS hits commercial scale in 2027, you'll want to remember you understood the thesis before the crowd.

[splicinglass @splicinglass]

@QThestormN5c AI bullshit.

[splicinglass @splicinglass]

@sarena828 @arva61138 Time to forward to the FBI

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨 TELUS CANADA HIGHLIGHTS THE COMMERCIAL AGREEMENT SIGNED W/ AST SPACEMOBILE IN MARCH DURING ITS Q1 EARNINGS. TELUS ALSO MADE AN EQUITY INVESTMENT IN AST.

"In March 2026, we signed a commercial agreement with AST SpaceMobile, Inc. to bring space-based direct-to-cellular service to places it has never reached before across Canada. Planned for late 2026, our customers will be able to send text messages, make voice calls and use data in Canada’s most remote locations using standard mobile devices. Subsequent to March 31, 2026, we made an equity investment in AST SpaceMobile.