Wittipol

[Wittipol @wittipol]

@SpaceInvestor_D $SPCX $ASTS Do not underestimate SpaceX’s brand power and money power. Elon crushes competitors with aggressive low-price strategies even when his technology is inferior. Tesla’s Powerwall destroyed Enphase.

[*Walter Bloomberg @DeItaone]

$TMUS $SPCX - SPACEX-T-MOBILE TAKEOVER RUMORS EMERGE

A TD Cowen analyst says SpaceX could acquire T-Mobile to accelerate its wireless ambitions if it can't secure a network-sharing deal. The report cites T-Mobile's existing Starlink partnership as a strategic fit. The idea is purely speculative, but highlights growing competitive pressure from SpaceX on the telecom industry.

[Wittipol @wittipol]

$ASTS Abel’s potential sale of up to 2.5 million shares under the forward contract signals heavy pressure on the price. Regardless of details, such a large disposal could weigh on investor sentiment, with shares already down 50% from their ATH and at risk of sliding lower.

[Wittipol @wittipol]

@HiddenSignalsX $ASTS "No earlier than July 2026." Is this true? The milestone of 45 Bluebirds this year is now completely off the table.

[Wittipol @wittipol]

@thatguyTin @MWM76 I am also bullish on ASTS. I just want to indicate that the journey to the eventual success will inevitably involve several challenges.

[Wittipol @wittipol]

$ASTS It is absurd to claim that ASTS is dropping due to SPCX holders' gamma-neutral hedging. In reality, the decline is driven by sector-wide capital rotation following the SPCX IPO and pressure from ASTS's high valuation.

[Wittipol @wittipol]

$ASTS SpaceMobs must adapt to a new market shaped by SpaceX’s IPO. Rosy visions alone no longer guarantee soaring prices above concensus price targets ($87.82). Even Bluebird 8–10’s successful orbit has met with muted market reaction.

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile Announces Successful Orbital Launch of BlueBirds 8, 9, and 10

https://t.co/sEO7PNSMFd

[Wittipol @wittipol]

$ASTS With the IPO of $SPCX, countless minor firms are now thrust into a ruthless new arena. Delays, orbital failures, or explosions are no longer tolerable missteps.
Such setbacks now mean nothing less than brink of bankruptcy.

[Wittipol @wittipol]

$ASTS SpaceMobile Announces Launch Date for BlueBird Satellites 8, 9, and 10. (Wednesday, June 17)
https://t.co/4oqYVF4UH4

[Wittipol @wittipol]

@ShawnKwon11 Congratulations in advance. $SPCS could surge to $220 right after listing, given that Pre-IPO derivatives are already trading in the $197–$220 range.
https://t.co/9irEWeL0BW

[Wittipol @wittipol]

@ShawnKwon11 Looks like you pulled money out of $IONQ to chase the $SPCX IPO.

[Wittipol @wittipol]

$RKLB Just when it seemed the stock was finally gaining some momentum, the executives turned it into a cash grab. They’ve been unloading shares at an astonishing pace, and it feels like nothing more than a self-serving money feast.
https://t.co/jo5LuY6oTR

[Wittipol @wittipol]

$ASTS In the crisis caused by the Blue Origin explosion, some SpaceMobs morph into arrant swindlers. They flaunt a laughable “10 Falcon 9 launches” plan and inflate subscriber numbers absurdly. Meanwhile, they dump shares en masse as the hype sputters.
https://t.co/YUieiokn7Q

[Wittipol @wittipol]

@thekookreport $ASTS Falcon 9’s manifest is already packed with Starlink, NASA, DoD/NRO, commercial payloads, rideshare missions, Kuiper launches, and Crew/Dragon flights. SpaceX is not a company that can provide launch slots immediately just because a customer pays.

[Wittipol @wittipol]

@PiranhaCapital $ASTS I may have dyslexia, but no matter how hard I try, I simply cannot read '10 F9 launches of BlueBirds.' I understand the desperation of grasping at straws, but presenting hope as fact does not serve the AST community.

[Wittipol @wittipol]

@JBakeWxMan @LeoCapital_01 @PiranhaCapital $ASTS SpaceX is not a company that can provide launch slots immediately just because a customer pays. Falcon 9’s manifest is already packed with Starlink, NASA, DoD/NRO, commercial payloads, rideshare missions, Kuiper launches, and Crew/Dragon flights.

[Wittipol @wittipol]

@JBakeWxMan @LeoCapital_01 @PiranhaCapital Let's wait and see. I think it will be very encouraging if $ASTS manages to deploy about 25 Bluebirds this year.

[Wittipol @wittipol]

@Kris2214579 @TMFAssociates @ive_m5 $ASTS may not even deploy 10 BlueBirds this year in the worst-case scenario.

[Wittipol @wittipol]

$ASTS The previous failure and this explosion reaffirm how risky BlueBird is. Elon avoids giant satellites like BlueBird because he knows better. The larger the satellite, the fewer alternative launch options remain, and the risk of orbital deployment multiples exponentially.

[Wittipol @wittipol]

$ASTS The Blue Origin explosion will delay Blue Bird’s launch timeline by at least 15 months. As a result, D2D service will be impossible before 2028, and another massive capital raise has become inevitable.
https://t.co/MziKN4aTXg

[Tim Farrar @TMFAssociates]

So with 4 F9s planned this year and no more NGs until the pad is rebuilt, it looks like AST's commercial service will now be pushed into 2028...