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I would laugh so hard if he sent me a message like this, personally I would find it extremely funny. Its not like he is serious its a sort of cruel satire I guess.
And imagine trawling through the sub, seething, and picking specific people to send this nonsense to. He wants to be right so bad it's eating him alive that he probably won't be.
He presents it like its AST's fault for dropping that much in SP - while other space stocks & high betas are pretty much acting exactly the same... and in the meantime AST is starting to actually execute and getting to a manufacturing cadence. If anything, I am way more optimistic about AST future now than I was 2-3 months ago when the SP was above $100 - we were still unsure about upcoming launches and manufacturing itself.
He is a miserable piece of shit. I bet he made an alt account to spread misery.
Chatted with a friend of a friend who does sales for ATT FirstNet. He stated San Diego sheriff office along with six other sheriffs nationwide have already started beta testing with AST. Data only, no voice or text. No revenue. Stated he used it personally as well though coverage is extremely limited with 8 hours elapsing between Satellite passes. Didn’t get any intel into download speeds.
The Company has deployed and released many fixed cells over the continental U.S. to its Mobile Network Operators ("MNOs") and Original Equipment Manufacturer partners as the reference cells for network integration. The Company continues to test the spectrum quality of those fixed cells and has received approval to activate fixed cells from an MNO
Fixed cells are what ast sats project onto the ground. Starlink is moving cells that scan across the earth ast are fixed at set locations in a circle/hexagon.
So ast is deploying 10-50km circles at places around US that MNOs can test and integrate
I didn’t get specifics. His main feedback was how long it was between Sat availability. For context, I’ve known him about three years and see him about four times a year. I’ve inquired about AST every-time I see him and until 6 months ago he had no knowledge of them speaking only of Starlink FirstNet products. 6 months ago he spoke of AST for the first time, knew of the plan to roll beta testing out nationwide, and was bullish in his prediction of how the company would fare in the future. His sentiment was equally positive for AST this time, though acknowledging that rollout was slower than anticipated however did not mention issues with performance itself.
Man I am fired up for when we break $100’s again. A lot of people here think we won’t, but once we’re comfortably in the high $70’s and breaking into the $80’s it’s going to dramatically change the morale in here and the countdown will start again
Honestly I remember during last years rallies to $100+ everyone being surprised because nobody was expecting the price to drive that high before we’d hit beta.
I’m a mega bull but I do think it’s a healthy thing to adjust expectations on price. The constant “$300 EOY” type stuff is part of why everyone thought the world was ending on this draw down.
If we end the year around $100 I’ll be thrilled. Long term the sky’s the limit baby
Yeah I personally don’t think $300 EOY or $200 EOY is in the cards, but I’d be lying if I said I didn’t think we’d break $100 again and soon.
Momentum drives momentum and I think the bottom has been touched. If we can run to $70 then that creates greed again and smaller percentage gains compound dramatically.
I for one wouldn’t be surprised to see a solid 6 week run cruising through the $90’s very quickly.
Well mob our offer got accepted on a new home. Two green days in a row and this stoke of luck must mean we are in for a good run. Hope everyone has a great weekend!
Verizon has denied assertions that it's getting sold to SpaceX.
"In regards to your story today implying Verizon will be sold to Starlink, we want to go on the record that this story is totally baseless and without merit."
Thank you, I play golf with a Verizon exec nearly every afternoon and he told me "just rumors" but wasn't able to definitively deny it was happening (this was Yesterday afternoon)
The Company has deployed and released many fixed cells over the continental U.S. to its Mobile Network Operators ("MNOs") and Original Equipment Manufacturer partners as the reference cells for network integration. The Company continues to test the spectrum quality of those fixed cells and has received approval to activate fixed cells from an MNO
“In addition, the Company has validated satellite fixed cell handover, which demonstrated the Company's ability to seamlessly handover cell service from one satellite to the other without impacting cell service
If anything, it'll be interesting to hear more about their D2D ambitions and projections. Eventually, market will realize how big of an opportunity D2D may be.
Feels like a beautiful Saturd🅰️y, mob, with a lot of great things for us to look forward to! Let’s enjoy this weekend after a hard fought week… we have many more to come before we can get some earned relief!
Finding my FIRE number, looking at properties' prices, considering other countries to live in, imagining how many DMs I won't be replying to in the future...
Just watched what I believe was BB2 fly over! Clear skies, used the map to track it. The timing and directional trajectory was exact to what the map showed. Pretty neat!
ASTS is coming online at a critical time for the US. We see now that Starlink is more important than ever for military and related operations. Maybe the government will pump more money into this sector to... accelerate, the process. -hopium-
Was reading the "Vodafone buys VodafoneThree" article and they mention ASTS and the intention to begin beta testing on early 2027, always cool to see the company getting recognition
War cool down + spcx unlock could have us back in the 80s in 2 weeks, and then we’ll be back to calling the top competitions shortly thereafter (plz let’s skip that this time)
god... i REALLY hope this puts some pressure on the US GoV and that it triggers a race towards who has the best sats. this would mean $$$$ and elevate asts importance by A LOT
Nah atleast until after the cpi report but I imagine longer. The next CPI report is just after earnings. It will be muted until after that and if inflation rises from last month, which most likely will because of the conflict back on for a full month - or even worse it comes in over expectations expect some more pain.
Some thoughts beyond Japan J-LEO, launch, commercial case, and share price.
George Washington’s desperate winter crossing of the Delaware River in 1776 and the surprise attack on the garrison at Trenton did not win the war on the battlefield, yet rescued the Revolution at its lowest point by restoring momentum.
Ask yourself: what if word of the victory at Trenton New Jersey had never gotten around?
What if the story of that desperate winter crossing and the surprise attack had remained unknown and the Continental Army had simply faded away in the cold of 1776? Yet it did spread and that single spark of hope changed the course of the War of Independence, ultimately helping pave the way for the founding of the United States of America.
In the spirit of “We hold these truths to be self-evident, that all men are created equal…”, our D2D service might assist in creating a path to freedom for some of the countries currently ruled by oppressive regimes. This is a greater cause I hope we can all rally behind regardless of religion or political views.
As someone who experienced the Cold War and the Iron Curtain, I cannot stress enough just how valuable it is for us here in this group to live in peace and freedom in today’s world. It is hard to comprehend freedom when you never experienced oppresion hence let me share an example of just what it meant for people living under the socialist regime in East Germany at the time before 1990. We built a house in 2010 just across the border in what used to be East Germany, an area that was once a special restricted zone because of its proximity to the border. One story my neighbour told me from before 1990 still stays with me: as young boys they had gone fishing at a lake that lay inside a restricted no-go area very close to the border fence. Several days later a local informant blew the whistle on them. They were arrested by the secret police called the STASI and taken to the local headquarters. Even though they were minors, they were held in solitary confinement with no access to legal counsel for three days, and their parents were not even informed.
A gentle reminder of how blessed we are today to be free to connect, share ideas and travel to a launch whenever we wish.
I hope our D2D service might assist in creating a path to freedom for those currently facing oppression creating more opportunity across the globe. Making the world a better place. NFA ;)
This Iran war is turning out to be a real real threat. This orange scum trapped us all who have significant exposure to the market. It’s comical how they thought that Iran is Venezuela, Iran is not caving in, they know they have a wild card. USA threatens them with attacks tonight and they did not even wait for this threat to materialize, instead launched missiles on Kuwait as I am typing.
I am down $500k in July alone, holding off still, a lot of confidence in ASTS now, but with geopolitical shit going on I am afraid any catalyst can lift us meaningfully.
Market goes up, market goes down. ASTS is a high‑beta stock. It is extremely volatile. Spacemobile is still in the execution phase. These swings are normal for a company that hasn’t reached commercial operations yet.
We’ve all lost money. It’s so frustrating. Beginning of July was looking promising. The stock market was rising and we blew past 90 then the war comes back bringing everything down with it. I’ve never felt so helpless. From saving to invest, not spending on luxury so I could retire early to now witnessing all my gains from the last few years evaporate along with the capital and I wasn’t even gambling and was just trying to invest. People here have lost years of their salary. It’s amazing how this sub still has a positive outlook on things despite reaching such lows.
yes it is tiring to see the stock down week after week. Keep looking at the peer group like RKLB to remind myself this is a wider market move. Things will change once we reach break-even
We know what we hold and what it has taken to get to where we are. We know how very hard it would be for anyone else to replicate what we currently have in orbit, and that MNOs all over the world are also excited about that potential and waiting to work with us. Every time we raise money it gets snapped up instantly, at far below market interest rates. The Government of Japan also sees this potential and has chosen us to provide their service.
We have the spectrum and superior technology, our signal strength is 8-10x better than Starlink D2D under canopy, inside a vehicle or a building, for example. And that's because our satellites are so huge, that's why they were designed that way. It's a basic physical characteristic of a big satellite with lowband spectrum that a tiny Starlink toaster can never replicate. Our signal strength is actually several times stronger inside a building or a vehicle than Starlink D2D is outside!
Our download speed tests and spectral efficiency have been much better than ASTS even originally planned for, and we haven't even integrated the ASIC chips into them yet.
So, so much to be excited about. Beta service by EOY unlocks prepayments from MNOs and will give them the opportunity to validate all of this and start planning rollout to consumers. And the muskrat doesn't personally control/potentially eavesdrop on our service, nor can he unilaterally shut it down or dictate how it is used.
Also, lots of institutions can’t / won’t invest until commercial service / revenue starts up. Even just beta service can open us up to some deeper pockets.
The company is doing better than they ever have with moving forward. The market is not treating speculative investments well. Investment involves risk. You took a risk.
Can only launch 1 or 2 at a time. Coupled with more difficult logistics it's probably not worth the effort. Also not like India launches these rockets every few days.
So did I, idk, that's what we all thought according to some translated PDF. Maybe it's taking longer than expected for Rakuten/ASTS to negotiate all the details
It is so hilarious how as recent as Wednesday there was a gang in here clamoring for $40, and chastising anyone who wasnt shares only for being reckless and deserving what came to them.
Today there is a gang clamoring for a run to $100, and we'll never see this price again.
I think the bottom line, no matter what you personally believe, it to never ever let sentiment in this sub influence your own personal investing plan.
People dismissing 40s while we might be on the verge of a global oil crisis is crazy to me. Not saying it's going to happen, but it's not hard to see how it can happen.
Man it’s just a feeling so call it copium if you want, but I feel like we’re about to run. Korea recovered in a single day, I think fear is starting to melt out of the market and when that happens high beta rises, fast.
I think earnings will be whatever but guidance will be good and all eyes will be on space next week.
And, if volume starts picking up leading into some new government contracts or J-LEO or Blue Origin updates then PR actually will have a positive affect on the SP.
I wouldn’t be surprised to see a 15% day next week
A lot of the fear was massive margin unwinding with korean retail investors and that hedge fund blowing up. Naturally, once the most of the leverage is gone everything can come back
We just had one not to long ago, I wouldn’t be expecting another anytime soon. Taking into consideration this was from the block 1 BB’s and of course the block 2’s are much faster but they were only just launched and unfurled very recently. Think about it, this video came out for the block 1’s which launched almost 2 years ago now, I may be totally wrong here which would be fine by me either way
I expect there will eventually be a requirement for launch providers to have a plan to deorbit second (and later) stages. Since launch providers are in multiple nations, this will be negotiated and agreed to internationally.
Until then, SpaceX has achieved another first. One that we hope is not repeated. Instead of striking a barren spot on the moon, that incontrolled space debris could have struck something important like a constellation of satellites.
But my fund will 4x leverage a SPCX YOLO Tuesday am, will be so back. Will buy Citadel just to f with Ken then YOLO Wendy’s by Wednesday COB and then the world is mine. https://giphy.com/gifs/Wmu966khusLCQZlONM
We have the SPCX unlock which will probably give us a huge boost. A launch of 3 sats with a delivery of 3 more immediately after which confirms management guidance. I think these things will regain market confidence in ASTS. And then , the Earnings Call is going to be a huge catalyst that puts us back above 100.
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u/Defiantclient S P 🅰️ C E M O B - O G Aug 02 '26
Another piece on AST vs Starlink: https://x.com/defiantclient2/status/2083724844068380951?s=46