Tony 🪄 🪄🪄

Civil Engineer-Stocks-Sports

[TheKOOKReport @thekookreport]

🚨🚨Falcon Spotting - $ASTS Launch🚨🚨

The theory: $ASTS did a deal or swap to take $AMZN's 10 F9 launches (or a subset thereof, or had those slots released to it, or some variation of this), and potentially (this part I care less about) did some sort of swap on New Glenn capacity to give Amazon nearer term availability (massive scale) on NG as its scales Vulcan and NG as its two primary launchers

The amount of DM activity I have received from people hyperventilating (for good reason) about launch availability has had me pinned to my screen for longer than I can remember. If you stare at something long enough, sometimes you can see a pattern...especially when you pester other people to help provide more clues

[mike @m7keflores]

Desde que ves la mentalidad de Penta, sabes porque ha llegado lejos. Es un auténtico ejemplo.

[Mayor John McCann @MayorJohnMcCann]

🎉Chula Vista, let’s welcome The Himalayas restaurant to our community!
Join me this Friday, October 9, for their grand opening and discover their Indian cuisine, including vegetarian options!

[Tony 🪄 🪄🪄 @tony_sdsu]

@Jake__Wujastyk Send it 😁

[Tony 🪄 🪄🪄 @tony_sdsu]

@junecutter 😂

[Anp🅰️nman @spacanpanman]

$ASTS: OVERVIEW OF AST SPACEMOBILE CATALYSTS

Upcoming Catalysts:

☑️$1B J-LEO Japan Project Formal Approval w/ Details
☑️BB11 - BB13 Launch on Falcon 9
☑️FCC STA to Test 800MHz Spectrum for D2D Service w/ Grain Mgmt
☑️Achievement of ~200Mbps Performance for Block-2 Sats
☑️BB14 - BB16 Delivery to Florida and Launch on Falcon 9
☑️FCC STA to Test 900MHz Military Applications with US Space Development Agency
☑️Block-2 BlueBird batch launches every month
☑️Executing MLAs w/ United Launch Alliance, Ariane, Mitsubishi, Relativity and others
☑️Purchase of Additional Falcon 9 Launches
☑️Golden Dome (SHIELD Awarded, NOBLE Up Next)
☑️Execution of other DoW, SDA, DIU, and other Military Awards
☑️Grain Management 800MHz Satellite Provider Selection
☑️AT&T Verizon T-Mobile Joint Venture Definitive Agmt
☑️T-Mobile Definitive Commercial Agreement
☑️FirstNet Investment and Definitive Commercial Agreement
☑️FCC Approval of Ligado Modification Application
☑️Execution of more Definitive Commercial Agmts w/ Prepaid Revenue and/or Investment w/ More ~60 global MNOs
☑️Beta Testing w/ AT&T and FirstNet in 2H 2026
☑️Restart of Blue Origin New Glenn Operations
☑️Updates on Google Services Agmt Partnership
☑️Partnership with Meta
☑️Initiation of Research Coverage by JP Morgan, Morgan Stanley, Goldman Sachs, others
☑️Expansion of 13x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit, Missile Defense Agency and more
☑️Progress on 14 to 42x Block-2 BlueBirds in currently in Production
☑️Proposal for PNT Service Accepted by FCC as Alternative to GPS
☑️Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in early 2027
☑️Securing +$500M of EXIM and IFC non-dilutive Funding
☑️Securing JBIC non-dilutive Funding for Rakuten Joint Venture
☑️Pursuit of L- and S-Band Spectrum Licenses Globally
☑️Pursuit of Additional Lowband Spectrum in US
☑️FCC 5G Fund grant
☑️EU Allocation of 2GHz MSS Spectrum to SatCo JV
☑️Strategic Partnerships and Investments to Focus on AI Data Center Opportunity
☑️Catalysts the SpaceMob have yet to Contemplate

Recently Completed Milestones:

✅BB8 - BB10 Deployment and Confirmation of Operations
✅Midland Development Corp Approval of Economic Development Agmt for 400,000 sqft Expansion w/ $66M in Incentives
✅Raised $1.15B 1.625% Convertible Note resulting in $3.7B Pro Forma Cash
🚨$1B J-LEO Japan Project Awarded to Rakuten + AST SpaceMobile
✅BB8 - BB10 Launch on Falcon 9
🚨Brazilian Regulator Anatel Approved AST SpaceMoble for Commercial Service and Allocated 10MHz x 10MHz of S-Band Spectrum
✅Reached +3,900 Patent & Patent pending Claims
✅AT&T, Verizon and T-Mobile Joint Venture Formation
✅Achieved 99Mbps performance with Block-1 BlueBird
🚨 FCC Approval for Full US SCS Commercial Service
✅$45M Verizon Commercial Prepayment Unlocked
✅BB7 💐 Launch on Blue Origin New Glenn-3
✅Demonstrated +150mbps Peak Speed w/ Block-2 BlueBird
✅7x New Design Composite Rings Delivered to Midland
✅Acquisition of New Manufacturing Space in Midland, TX focused exclusively on Micron production
✅Telus Definitive Commercial Agreement w Strategic Investment and $200M Committed Revenue (speculated)
✅Partnership with Orange
✅Partnership with Taiwan Mobile
✅Partnership with AXIAN Telecom
✅Satellite Connect Europe Partnership (“SCE”) with Telefonica
✅SCE Partnership with Orange
✅SCE Partnership with CK Hutchinson
✅SCE Partnership with Sunrise Switzerland
✅SCE Partnership with Vodafone Romania
✅SCE Partnership with VodafoneThree UK
✅SCE Partnership with Vodafone Ireland
✅AST Awarded $30M Prime Contract by US SDA for Halo Europa Program
✅Development of AI Engine to Dynamically Manage Satellite Capacity and Spectrum Efficiency = Seeking 3-10x Capacity Improvement
✅Disclosed over $1.2 billion in Aggregate Contracted Revenue Commitments from Commercial Partners
✅Raised $1.08B 2.25% Convertible Note resulting in $4B of Pro Forma Cash
✅BB6 Unfolding Phased Array
✅AST Awarded Prime Contract Position on US Missile Defense Agency SHIELD Program
✅Filed w/ FCC to modify Existing License to use S-Band spectrum outside of the US
✅$175M Saudi Telecom prepayment to be made by 2025YE
✅BB6 Launched from India on ISRO LVM3
✅Micron Production to Support 6x a Month by End of Q3 2025
✅Expanded Manufacturing Floor Space to 500,000 Square Feet
✅2,000 Global Workforce
✅Established Germany as SatCo JV operations center, filed constellation with ITU
✅Closed $420M bridge financing to support Ligado spectrum transaction
✅Saudi Telecom 10-Year Definitive Commercial Agreement w/ $175M prepayment and over $1.8B value
✅Confirmed L- and S- band Spectrum to be Incorporated into Next 3GPP release
✅Verizon Definitive Commercial Agreement
✅Raised $1.15B 2.0% Convertible Note resulting in $3.2B of Pro Forma Cash and Liquidity
✅Successful Video and Voice Testing with Bell Canada
✅US Bankruptcy Court confirms AST and Ligado L-band spectrum transaction transaction, deal now only subject to FCC appoval
✅Acquired Global S-Band Spectrum Priority Rights held Under International Telecommunication Union
✅Successfully Completed the First-ever Native Voice Call (VoLTE) and Rext (SMS) with a Standard Cell Phone using AT&T Spectrum and Core Network
✅Hired JR Wilson as Chief of Networks and Spectrum, formerly AT&T VP of Tower Strategy, Roaming & In-Building Solutions
✅Raised $575M 2.375% Convertible Note w/ Capped Call struck at $120, resulting in $1.5B of Pro Forma Cash on Balance Sheet
✅Repurchased $360M of $460M 4.25% Convertible Note
✅Entered into $550M of Non-Recourse Senior Secured Term Loan to fund Ligado Transaction
✅Secured $100M Equipment Loan Facility
✅Moved to Russell 1000 from Russell 2000 Index
✅Demonstrated World's First Tactical NTN Connectivity over Standard Mobile Devices with Defense Prime Fairwinds Technologies
✅Announced Latest MNO Partnership with Vodafone Idea of India
✅Hired Jennifer Manner as SVP of Regulatory Affairs and International Strategy, Former NTIA Senior Advisor of Space and Policy and EchoStar SVP of Regulatory Affairs
✅FCC Accepts AST’s Application for US Commercial Service
✅FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST
✅Verizon and AT&T Spectrum Lease Agreements filed w/ FCC
✅FCC grants STA for beta testing w/ AT&T, Verizon, Vodafone, Bell Canada, and Rakuten
✅FCC grants STA for Firstnet Evaluation on Public Safety Band 14
✅AST SpaceMobile Forms SatCo Joint Venture w/ Vodafone to Better Serve European market, Selects Luxembourg as HQ and Germany for NOC
✅Secured $43M and $20M Contracts w/ US Space Development Agency and Defense Innovation Unit
✅AST5000 ASIC Development Finished and Integration into Block-2 Sats in Q2 2026
✅Successful Video Calls Completed w/ AT&T, Verizon, Vodafone and Rakuten
✅Exercised Multi-launch Agmts w/ SpaceX, Blue Origin and ISRO
✅Initiation of Research Coverage by Bank of America, Clear Street, Roth Capital, Cantor Fitzgerald, Oppenheimer and William Blair
✅Established Coordination Agmt w/ US National Science Foundation Covering Satellite and Ground-based Astronomy Operations
✅Closed $460M 4.25% Convertible Debt Funding
✅Opened European Research Center w/ Vodafone and University of Malaga in Spain
✅Signed Deal w/ Singapore’s Defense Science and Technology Agency
✅Joined 5G Automotive Association, which Develops and Promotes 5G-based Solutions for Connected Autonomous Vehicles

[Reformed Trader @Reformed_Trader]

$ASTS imagine looking at this chart with all these milestones and thinking all this is "priced in" at a $28.5B valuation by going nowhere for 9 months.

Not to mention the rumblings of TMobile and Grain partnering to some capacity with ASTS in coming months, pushing them into a near monopoly in the most valuable mobile market in the world.

Meanwhile, Starlink added ~$500B to $SPCX market cap (17.5 ASTSs) from December 2025 when it was still private to today, now implicitly making up $1T of SPCX's $2T valuation (and that's probably being conservative). Keep in mind that analysts and executives have cited the mobile market as a large bulk of the growth outlook for Starlink, even expecting the mobile market to exceed their fixed broadband market by subscriber.

[Martin Shkreli @MartinShkreli]

to all house dems, this can happen to you easily. imma tell you one time: don't fuck with me. @RoKhanna you fucked with me. that's against the aforementioned rules. so you next.

everyone has a secret, a vice, a mistake. but not everyone has a determined enemy. tread carefully.

[Tony 🪄 🪄🪄 @tony_sdsu]

@SawyerMerritt Get 3 months of Full Self-Driving (Supervised) or up to $1,000 off with my referral link. https://t.co/J850JIdLfU

[Ophir Gottlieb @OphirGottlieb]

$QQQ Looking to put this one if we get "5" in our signal.

Image 1: The strategy
Image 2: Probability of a trigger (we will know ~30 before EOD)

Free webinar tomorrow:
https://t.co/ixEiSK1ve3

[Adam Huntington @Adventuring_RE]

Thank you @RightOnNewsX

Today, an independent Journalist @amyforsandiego was targeted by a hit-piece from @sdut and they referred to me as well. I don't appreciate Shade for telling the truth.

If you are my friend, please email or call SDUT and tell them to report the news instead of attacking San Diegans efforting to repair the damages that will take a decade to fix.

https://t.co/kTaTN32Lcb

[Palmer Luckey @PalmerLuckey]

Late last night, I received a final Christmas gift: official notification from the PRC Ministry of Foreign Affairs that I, Palmer Luckey (Male), have been personally sanctioned as a dangerous actor.

I want to thank my family, my team, and my Lord Jesus Christ for this award. Anduril has been sanctioned for a while now, as have many of my peers, but it means so much to finally have my non-existent Chinese assets seized and repurposed. The sanctions also prohibit all Chinese nationals from engaging with me in any way, which should really clear up my social media feeds.

Merry Christmas!

[Tony 🪄 🪄🪄 @tony_sdsu]

@kamikazecash @pepemoonboy Hey boss, real question, how did you figure 0.03 deltas? Is that just from your experience or did you get that from somewhere?

[Pierre Ferragu @p_ferragu]

We published this today. Phenomenal analytical work to understand how things could play out. give us 1,000 retweets and 5,000 likes, and we make it publicly available and do a space to discuss findings first week of Jan.

[LA Galaxy 310 𝕏 @LAGalaxy310]

Between Pec preaching the gospel and Paintsil dropping Christian bangers, you can't help but feel optimistic about the 2026 LA Galaxy. 🙏🏽

video via missionballers (IG)

[Gunther Eagleman™ @GuntherEagleman]

💯💯💯

[Tony 🪄 🪄🪄 @tony_sdsu]

@yungmamba_ Oof, I don't like the RGTI positions; makes me think I should take some profits on my RGTI short

[Elon Musk @elonmusk]

This chart says it all

[Tony 🪄 🪄🪄 @tony_sdsu]

@flackos_gang I'm ready to go along for the ride

[Mike P @mikepat711]

One of the unexpected things that has happened as a result of obsessively studying and learning about Palantir & Tesla is that it has made me very deeply aware of how many powerful people & entities (the MSM) intentionally manipulate the uninformed public.

I sit here and read this post by More Perfect Union knowing that so many will read their post, shake their heads in disapproval, and move on carrying this earworm with them. “Elon rich. Rich bad. Elon bad.”

None of them will stop to realize that, if MPU/WAPO’s claim is true, they have the opportunity to turn every 100 dollars into 800 dollars. Every 1000 dollars into 8000 dollars. Every 100,000 dollars into 800,000 dollars. They don’t know this because they don’t know the details of the pay package. The politicians and orgs who post stuff like this know they don’t know, and take it as an easy opportunity to push their “rich man bad” propaganda. They have no desire to help the people they aim to manipulate, they only desire to gain their support.

To anyone who follows Elon and Tesla, you read his response and already know what he’s talking about, because you think the same thing every time some manipulator makes a post like this. You see it for exactly how manipulative and insane it is because you’ve spent the time learning all the details.

It’s really wild to for me to witness it from this side when I used to be on the side of people who would’ve eaten up this post and moved along. I had no idea how badly I was being conned before I learned about economics and what people who build things are actually like.