Thomas Choat

[Thomas Choat @thomas_choat]

@StockSavvyShay This looks AI generated TBH

[Thomas Choat @thomas_choat]

@TradeCycles It happens every morning mate.

[Thomas Choat @thomas_choat]

@spacanpanman @Telstra @Telstra

[Thomas Choat @thomas_choat]

@EndicottInvests Not with crazy Iran shot, all that goes out the door.

[Thomas Choat @thomas_choat]

@cmsinvests Hormuz shit, the fucking nuts Iranians

[Thomas Choat @thomas_choat]

@antibearthesis Get ready for the dip of the dippity dip though

[Thomas Choat @thomas_choat]

@mathlonning Where you getting that most space names are up? I see the opposite.

[Thomas Choat @thomas_choat]

@MMatters22596 “A drop lower **toward** $50” is such a pussy post, covering a massive range of possibilities that would still make this right lol

[Thomas Choat @thomas_choat]

@OneNewsAu Optus and Telstra are playing with fire here. Their customer base will become open slather to Starlink’s future plans over time. They’d be better off partnering with a company like AST SpaceMobile if they want to be around for a while.

[J Keynes @JKeynesAlpha]

$ASTS $SNDK 🚀 Yes.

[Thomas Choat @thomas_choat]

@blockspace They really think they’re that good lol

[Thomas Choat @thomas_choat]

@danroberts0101 Yeah great, but what’s up with the CEO comp package?

[SpacBobby @SpacBobby]

$ASTS - Did you know 90% of the Earth's surface has no cell coverage?

Even in 2026, billions of people around the world have no or limited mobile internet access. Among a global population of 8.2 billion, 5.8 billion unique cellular subscribers move in and out of basic and broadband wireless coverage daily, while more than 3.4 billion people are unable to access cellular broadband. Of these, 3 billion have a usage gap and 400 million have no cell coverage.

AST SpaceMobile's TAM is enormous....😎

- Hennessy Funds

[米国株で未来をつくる | U.S. Stocks @ajmdgj34]

I completely agree with C🅰️tSE's point.
This isn't just about a better signal. A meaningful improvement in SNR can enable higher-order modulation (QPSK → 16QAM → 32QAM), significantly increasing spectral efficiency and network capacity.
In other words, the same satellite can potentially support more users, deliver higher throughput, and generate more revenue. That's not a minor technical milestone—it has a direct impact on the economics of the network and, ultimately, valuation.
The bigger question is whether analysts truly understand what this improvement means. If they do, they may need to revisit some of the assumptions behind their current valuation models. If they don't... the market may end up understanding it before they do.
$ASTS

[Thomas Choat @thomas_choat]

@hodl_life @optionscjp NBIS has pulled back nearly 20% not a top right now

[Thomas Choat @thomas_choat]

@optionscjp Yes - This recent pullback in NBIS is a good chance for IREN investors to port over

[Thomas Choat @thomas_choat]

@KatyKray73 What the fuck is this shit. Why this even gets aired is beyond me.

[TheRealSalDePaol🅰️ @DepaolaSal]

SpaceX investors after realizing the company SpaceX named as their #1 competitor in their SEC filing is currently trading at 1/56th the price.

AST SpaceMobile 🚀🚀🚀🚀🚀

$ASTS $SPCX #Starlink

[Brett Kessler @BrettKessler__]

Everyone is completely sleeping on AST SpaceMobile $ASTS right now.

Retail is entirely obsessed with the recent $SPCX IPO and assumes the orbital economy is a winner take all game, but they are completely missing the structural reality of the board. There is absolutely room for more than one massive space company, and ASTS is proving it. 🧵

[Thomas Choat @thomas_choat]

@LJC_Capital Ah, in that case they should totally not accept it if awarded them.