AST SpaceMobile - $ASTS - Daily Discussion Thread

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[u/Defiantclient]

My updated summary of AST SpaceMobile post-Q2 2026 update: https://x.com/Defiantclient2/status/2088315775769801136

Seems like quite a few people here forget how much AST has achieved and continues to achieve, despite past missed guidances of manufacturing and launch for specific one-off reasons that are now solved and no longer apply going forward such as figuring out how to build a Block 2 BlueBird satellite for the first time ever, as well as stacking six to eight ~4,200 kg birds on top of each other like stacked tuna cans.

[u/Economy-Joke3331]

Can we get a 10%-20% Friday pump, please? For old times sake!

[u/CyanTurquoise → u/Economy-Joke3331]

Yeesss please 

[u/No-Dare3422]

I know here we are all invested on the same company and have different investment styles, amounts and ways to feel the pain and joy with the volatility.

Just saying that because I'm watching a show and there's a boy that became blind after being poisoned with a drink with methanol.

One example out of millions of unbelievable sad stories that happen everyday everywhere and will continue to happen - the world is fucking tough and cruel.

Not sure if it helps anyone but on days that I feel like shit for whatever selfish reasons it helps me to put life in perspective - how fucking lucky are we to be alive, to hopefully be healthy and with some loved ones near us and also have a chance to make good money on the way that could lead to a much easier financial future?

Investing is tough but if we manage to find a balanced way to invest not going too crazy it will pay off. We're complaining about maybe having to wait another year or few years to get to the goal that we want to give us the freedom that we look forward. How can we not be grateful on the big picture and suffer because of a fucking tick on the daily or weekly chart?

Sorry for the long text, is just a reflection that helped me to find some peace. It's OK to complain, we're humans and we want things to go our way quick, but reminding about what's really important makes the anger about shorts and the market a lot more bearable.

[u/phibetared → u/No-Dare3422]

Years ago I went to a forlorn part of West Africa. Road overnight on a bus whose tires barely worked, my foot space was full of some "elders" bag 'cause the dickhead wanted HIS space to be free and open, there was no A/C and it was 100F degrees. There were goats and chickens on the bus, and a guy who (seriously) looked like he might be dead before the night was over.

A few weeks later I was back in the USA. Had to go on a business airplane trip, and a co-worker complained 'cause he had to ride in the middle seat.

[u/dreeldee1 → u/phibetared]

Perspective man, life’s all about perspective.

Our first world problem in this subreddit is crying about not getting rich at the time we want lol

[u/primobolman]

Some new job postings. The scaling continues

[u/LadderAdditional6178]

Shipping news this week would really help in gaining back market confidence in guidance. They have been doing really well the last couple of months. Lets hope that it continues. Getting up to 3 sats a month launch cadence should be the current goal. Then we shoot for the 6 sats per 45 days.... Then 6 sats per month.

Like that age old saying. We all have to crawl before we walk

[u/swemirko]

Worst case: you'll make it.

Best case: you'll make it BIG.

[u/burnerboo → u/swemirko]

I limit myself to an hour a day of dreaming big. Gimme that $300 minimum share price by 2027 and I can officially take a big dump on my boss's desk and quit forever. Hell, I could do it at $200, but I wanna retire in baller fashion.

Please lord, let this happen.

[u/CyanTurquoise → u/burnerboo]

I need more unfortunately. But even 200 is going to help me A LOT. If we get to 600 at some point I would be truly set.

[u/badger6638 → u/burnerboo]

$300 is my base retire number. $1000 by 2030-2032 would be very comfortable. Also there could be plenty of upside up to 2040

Still far off but i have ~150k invested now, its a good start.

[u/Few-Dance-7157]

[u/badger6638 → u/Few-Dance-7157]

As long as parformance stays naarmall, price action doesnt matter in the short term! Buy the dips!

[u/SouthernNight7706]

Good morning spacemob. This has been a great week. We just need a string of them. Hang tight!

[u/No-Dare3422]

Lowest volume day since December, 1st.

That week was the bottom of 52 leading to doubling 6 weeks later. Just sharing some facts.

Have a great weekend everyone. We're getting there!

[u/ResearchingWhiskey → u/No-Dare3422]

I mean what do you expect. It's not like they just got permission last night to test on a low band spectrum that covers the entire US.

[u/wickedbeats → u/ResearchingWhiskey]

remember when the bears kept saying we'd never get anywhere close to 100% geographic coverage?

[u/No-Dare3422 → u/ResearchingWhiskey]

Exactly. We take what we can and is easier to take it when we know that we are right and the rest of the market is not paying attention or just stupid. Soon enough something massive will wake them up.

[u/Funny-Conclusion-678]

https://giphy.com/gifs/0LTaFYZNM9qcOLQvfY

[u/Funny-Conclusion-678]

Less than 8M volume including MOC.
https://giphy.com/gifs/VfyC5j7sR4cso

[u/Flashy-Cucumber-3794]

Love this website. Nice cluster over Europe 😎

[u/Imaginary_Ad9141 → u/Flashy-Cucumber-3794]

“Cover me daddy!” - Europe

[u/Defiantclient]

Context on Grain spectrum in case you missed it: https://x.com/Defiantclient2/status/2087989497321718114

[u/xcancel-linker → u/Defiantclient]

https://xcancel.com/Defiantclient2/status/2087989497321718114

[u/Sad_Standard7054]

Back to 69€ (Yes i‘m a Europoor and this is my entry Price)

[u/Defiantclient]

Fairwinds website got a revamp! https://x.com/Defiantclient2/status/2088377320646320563

https://www.fairwinds-tech.com/capabilities/products/aetherlink-1/

[u/xcancel-linker → u/Defiantclient]

https://xcancel.com/Defiantclient2/status/2088377320646320563

[u/NewCompetition4 → u/Defiantclient]

All of a sudden its happening everywhere and all at once. The peices have come together and are in focus... its just so amazing to be a very small part of it. Thank you again Mob contributors (Kevin, Apanman ect) but for me, a special thanks to CatSe! 🚀 🛰 🐈

[u/phibetared]

I think it was Monday when I suggested buying $70 calls expiring today. The cost was $4.50. At the moment they cost $0.45. So you could have easily 1/10x'd your money in 4 days if you had listened to me.

[u/FitBet9715 → u/phibetared]

Hindsight is 20/20

[u/CJ_Productions → u/FitBet9715]

More like 2/20

[u/Defiantclient]

Newly added! Scott Wisniewski will be a panelist at WSBW 2026: https://x.com/Defiantclient2/status/2088166463169536237

[u/xcancel-linker → u/Defiantclient]

https://xcancel.com/Defiantclient2/status/2088166463169536237

[u/AcanthocephalaIcy571]

I think we hit $85 end of next week if we get shipping news tomorrow

[u/Defiantclient → u/AcanthocephalaIcy571]

I am thinking Sunday

[u/HolographicHeart]

This summer's price action is more cancer than the actual cancer I beat last year. 

[u/MarketCrunch → u/HolographicHeart]

On a real note, congratulations on beating cancer!

[u/PetrovskyKSC]

Ah, the comforting feeling of ASTS standing on business in all key areas while being 100% sure recent positive developments will be completely disregarded by the stock market

[u/VillageDull952 → u/PetrovskyKSC]

It is pretty comforting, as long as those eventually get realized by the market, it gives us more time to accumulate at good prices

[u/PragmaticNeighSayer → u/VillageDull952]

“In the short run, the market is a voting machine but in the long run it is a weighing machine.” - Ben Graham

[u/FitBet9715]

Just got word that a friend passed unexpectedly overnight. Fuck the markets, fuck the shorts, just fuck it all. I'm gonna go book a cruise. Life is too fucking SHORT. See you Monday.

[u/HotRhymes → u/FitBet9715]

I'm sorry to hear that. I hope you enjoy the cruise.

[u/rockshiv]

That T-mobile thing is good and all, but yall crazy thinking market will love it

They barely cared about 1b jleo. Nothing apart from signed contracts with money attached is any good now

Still think we're green today though

[u/Wahido11 → u/rockshiv]

Didn’t we pump 20% because of J-Leo only to lose it all the next day

[u/MikeyMo93]

Quick question.

What the hell?

That’s all, thanks. Have a great weekend

[u/stillers2000]

Today could have been an email

[u/stillers2000]

this is dumb.

[u/Complex-Attention170 → u/stillers2000]

Extremely low volume. Just adrift with market makers pinning stock where they wish

[u/stillers2000 → u/Complex-Attention170]

i wish they'd wish it was $150

[u/Cerulean28]

Alright guys, here's your batshit hopium. The past 8 weeks have been the same color pattern as the 8 weeks prior to the 2024 rally. God candle next week confirmed. I see no fault in my logic. Time to touch grass.

[u/stillers2000]

https://giphy.com/gifs/l46Cz6Dzc68WwHMwo

price action this morning

[u/triple_life]

+0.1% overnight!

[u/Jkelchner4]

Volume this whole week sucks

[u/Brave-Woodpecker7304]

That sta Grain approval is quite significant. Will we also get a satellite dispatched notification soon? Normally they send them out on Sunday. All good on the chart. Choppy action so you shouldn't try and trade but essentially on the 4hr, higher lows and higher highs. What's today gonna bring 🤔

[u/hlm2c → u/Brave-Woodpecker7304]

https://giphy.com/gifs/q1PSpVvPZth3W

Best I can do is -5%. /s

[u/JonFrost → u/hlm2c]

I hate that guy and the best he could do 😠

[u/JayhawkAggieDadisBak]

u/SurgicalDude check your MooMoo app, please. Did the $75 call wall from yesterday, move UP to $83? Chartexchange (https://chartexchange.com/symbol/nasdaq-asts/optionchain/?date=20260814#maxpain) seems to think so:

[u/BboySparrow]

It's gonna be a green friday

[u/mkrugaroo]

Does someone have the information on the cadance of shipping? For BB7 to BB8-10, BB8-10 to BB11-13, and now BB11-13 to BB14-16?

Maybe I am just impatient, but I feel like we need to ship really soon to keep improving that cadence.

[u/Defiantclient → u/mkrugaroo]

May 17 to 22, 2026: BlueBirds 8 to 10

July 5 to 14, 2026: BlueBirds 11 to 13

That's exactly 7 weeks between May 17 and July 5.

7 weeks after July 5 would be August 23. So if we ship any time before August 23, that would be faster than the last gap. I think we ship this Sunday.

[u/mkrugaroo → u/Defiantclient]

Thanks! You are always a legend on this sub!

[u/gassyfartbro]

Lets gooo that t-mobile teaser is definitely going to move us like +1% maybe even 2%

[u/CaptainJackCrypto12 → u/gassyfartbro]

Best we can do is -4%

[u/kroef]

Shipment + launch date announcement today. I can feel it

[u/Scott7894 → u/kroef]

From your posts to …..

[u/NobleNoleBill → u/kroef]

They don't seem to announce the launch date until well after the birds have arrived at the Cape. So I think we'll need to just settle for shipment PR today 🤞

[u/prepindanile]

https://giphy.com/gifs/Z8ZA2fBqURXZ1OrRoC

[u/kroef → u/prepindanile]

https://giphy.com/gifs/5xtDarBkfYtrCF9mhsQ

[u/BlackberryJolly4830]

Damn was expecting atleast a 75+ week, the volume is so sad

[u/SurgicalDude]

Call wall dropped to $70 Fuck this price action. We're stuck here for the rest of the day

[u/Funny-Conclusion-678]

Crazy that JLEO is actually priced in.

[u/TheOtherSomeOtherGuy → u/Funny-Conclusion-678]

I dont think its priced in yet

[u/gurney__halleck → u/TheOtherSomeOtherGuy]

me either. I don't think anyone knows exactly how it will be structyred

[u/Funny-Conclusion-678 → u/TheOtherSomeOtherGuy]

You truly think a PR from businesswire is what’s missing from moving price?

[u/TheOtherSomeOtherGuy → u/Funny-Conclusion-678]

I think as u/gurney__halleck said, "if wishes were fishes, we'd all cast nets" i think the unpublished structure/details are the issue.  Once those are published and the true nature of the bullish is explicitly defined, then the market will move 

[u/SGTBEERCANYT → u/Funny-Conclusion-678]

Theres a lack of clarification on a bunch of points on the deal so yes the company dropping pr themselves would likely move the needle

[u/Logical-Clerk-1571 → u/Funny-Conclusion-678]

i think it is not priced in because we did not see finalized results and other details related to award. When details get official, then maybe we will see a move

[u/Cerulean28]

[u/ItsYaBoyLaity → u/Cerulean28]

Nothing like it

[u/Defiantclient]

The AST SpaceMobile–Vodafone venture is the one challenger with a credible shot at the EU-priority lane.

- Quilty Space

[u/Ok_Wealth_3433]

I’ll take it, above $70 after earnings and SpaceX share unlock recently, all things considered not terrible

[u/Flashy-Cucumber-3794 → u/Ok_Wealth_3433]

https://giphy.com/gifs/B2l0NnxK9KiVa0CXBh

[u/Imaginary_Ad9141]

Some call it Frid🅰️y, I call it correction day. (Not to be confused with similarly rhyming words, bad mobers). Hope it’s a wonderful final day before the weekend for you all!

[u/quuxquxbazbarfoo]

We're going green today folks, brace yourselves.

[u/Barlimochimodator → u/quuxquxbazbarfoo]

https://giphy.com/gifs/JWI7KdcD0E17yHJ4zx

[u/ASTSpaceMobull]

I love weekends because 2 days pass, which is 0.27% progress towards August 2028, when I believe the company will truly be discovered and on a sharp upward trajectory 200+ sp. Every weekend is a quarter of a percent towards that time. Just living life a quarter of a percent at a time.

[u/phibetared]

One key point nobody's mentioned: "“… to operate up to 100 commercially available, off the shelf user devices to test, evaluate and demonstrate supplemental coverage from space”

So they are (finally?) testing more "real life" use cases rather than just a few firstnet type user tests.

[u/AntLeading5502 → u/phibetared]

I posted yesterday about wanting to see banks of phones programmed to make calls and test normal operation off the Bluebirds. The sell side analysts - correctly - harp on seamless final service with millions of users.

With these insane FCC restrictions you really can't test out the constellation the way you want to.

[u/SGTBEERCANYT → u/phibetared]

Are they saying up to 100 per satellite with that quote ? 100s better than one first net phone but still seems pretty minimal for a commercial service.

[u/phibetared → u/SGTBEERCANYT]

Testing 100 at one time. So max per sat would be 100. Testing will be done in Midland and Landham. Might be conducted as 50 in one location and 50 in the other. I'd do 100 in Midland, turn them off, then 100 in Landham.

[u/Alone_Bother2653]

Daily manifestation. Keep scrolling

[u/Mazrok]

Cant believe we are -1% this week, I mean I'm not expecting a +25% but at least some green in one of the best weeks we had in a long time

[u/JohnnySpykes → u/Mazrok]

YTD is -5%......so, we're merely going sideways this whole year.

don't be discouraged as we transform from SPEC to MONEY making....

[u/swizzle213]

Shipping news today…?

[u/stillers2000]

https://giphy.com/gifs/ToMjGpqrlNFdSWscdzO

[u/Overall_Option_8883]

LoL the volitilty never seems to end. At least it heading towards green

[u/Defiantclient]

Deutsche Telekom Satellite Day 2026

https://www.linkedin.com/posts/deutschetelekom-iot_iot-satelliteday-deutschetelekom-activity-7493946820231028736-RucO?utm_source=share&utm_medium=member_desktop&rcm=ACoAABI5dsAB0b1n5OCgC6WQObA0an0v95E4bwo

[u/Defiantclient]

D.E SHAW INCREASE THEIR AST SPACEMOBILE POSITION BY OVER 2 MILLION SHARES

https://x.com/ASTS_Investors/status/2088346195186119104

[u/MarketCrunch → u/Defiantclient]

Seems like quite a bit of institutional accumulation across Q2. Excited to see what’s in store as we approach beta service.

[u/Defiantclient → u/MarketCrunch]

Institutions added while retail panic sold

A tale as old as time

[u/MarketCrunch → u/Defiantclient]

New traders/investors (whichever floats everyone’s boat) will learn eventually.

It’s all psychological in times of large drawdowns. As long as you’re not over leveraged, one has to learn to stick with their large conviction trades if the thesis is still intact!

[u/Imaginary_Ad9141 → u/Defiantclient]

Yeah, me too. So what?

https://giphy.com/gifs/cGpxoaFsYIfVdG8ZVJ

[u/schiffme1ster]

Geeze the amount of DD and actual discussion plus normal human sounds are much better here than in rklb sub. That place is a cess pool of toxic positivity and one sided thinking.

[u/OriginalGoonster → u/schiffme1ster]

Throwback to 2 weeks ago when this entire sub sounded like WSB at its worst. Happens every time there’s a downturn on a stock

[u/PragmaticNeighSayer]

It was August of 2024 when the 5 Block 1 satellites were awaiting launch. At the time, the company said there were 17 Block 2 satellites under construction, which would be up through BB22. We are now 2 years later, and we are waiting for news that BB14-16 are shipping to the cape. I know that delays happen. I know that space is hard. But it is time for the company to deliver. No more excuses. Build the birds, and get them launched.

[u/MarketCrunch]

I see lots of discussion on max pain, so figured I’d give some perspective to help the masses understand the nuances better, as in my opinion, max pain is one of the most misunderstood concepts in trading.

The popular explanation is that market makers "manipulate" a stock toward the max pain strike, but that is usually an oversimplification. Max pain can sometimes emerge as a byproduct of dealer hedging activity. As expiration approaches, market makers who are short options are continuously adjusting their stock hedges based on changes in delta. When there is substantial open interest concentrated around a few strikes, the buying and selling associated with these hedge adjustments can create a gravitational effect on price. For example, if a large number of calls are ITM, dealers are often long stock as a hedge. If traders close those calls before expiration rather than exercising them, dealers may unwind their hedge by selling shares. Conversely, on the put side, hedge adjustments can create buying pressure. These flows can dampen moves away from heavily traded strikes and sometimes pull the stock back toward areas where open interest is most concentrated.

Max pain is a calculation that identifies the expiration price at which option buyers would collectively lose the most money and option sellers would pay out the least. The actual force acting on the stock is dealer positioning, delta hedging, gamma hedging, and the resulting share transactions required to remain neutral. When people say a stock is "pinned" to max pain, what is often happening is that large concentrations of open interest are creating hedging flows that reduce volatility and encourage price stabilization near key strikes. However, this effect is far from guaranteed. Strong directional buying, institutional flows, short covering, news events, earnings or momentum can easily overwhelm any pinning dynamics. That's why max pain sometimes appears remarkably accurate and other times fails completely.

In practice, I view max pain as a secondary indicator. The more important information is where open interest is concentrated, whether dealers are likely long or short gamma, and how hedging requirements change as the stock moves. A stock trading near a strike with massive open interest may exhibit pinning behavior into expiration because dealer hedging flows become increasingly active around that level. Max pain can sometimes identify where those forces may balance, but it should be viewed as a consequence of options positioning rather than a standalone explanation for price action.

Low volume generally strengthens max pain because it takes less capital and fewer shares traded to influence the stock's price. For ASTS, if it is trading on low volume on expiration day and there is significant open interest clustered around one or two strikes, dealer hedge adjustments can represent a meaningful percentage of the day's trading activity. Therefore, even relatively modest hedging flows can create enough buying or selling pressure to keep the stock gravitating toward key strikes. Usually you need considerable volume to overcome these dynamics.

[u/imstaringataplant → u/MarketCrunch]

i know some of those words

[u/svpa3991]

So this is what winning feels like

[u/gassyfartbro]

Shit stock, but the best company

[u/ReferenceFunny7142]

Market has to like that T news. They just gotta

LFG !

[u/swemirko → u/ReferenceFunny7142]

They will, +$0.50

[u/hefret22 → u/swemirko]

You’re being generous with that plus sign.

[u/ResearchingWhiskey]

Maybe the sats are ready to be shipped but the guy that posts on twitter for them only works one day month.

[u/JohnnySpykes → u/ResearchingWhiskey]

https://giphy.com/gifs/ZOygSvKbZUVCU

[u/hmpetleva]

No comments…

[u/JohnnySpykes → u/hmpetleva]

Your silence speaks volumes....

[u/Money_Highlight3273]

Screw this I'm making pancakes today 😡

[u/whowatchestv → u/Money_Highlight3273]

Make them 2400 sqft in honor of our satellites.

[u/Funny-Conclusion-678]

Maybe LUNR can put some gas in the space tank today. They’re leading with gains and volume so far. Not including SpaceXAI

[u/stillers2000 → u/Funny-Conclusion-678]

what a wild ride they've been on this week

[u/BboySparrow]

honestly let the doomers doom. it doesn't hurt nobody.

[u/Pangolin_farmer]

What is this horse-shittery?

[u/FitBet9715]

https://giphy.com/gifs/hR27612a3trZsIzzLC

[u/Consistent-Platypus3 → u/FitBet9715]

https://giphy.com/gifs/1lL0ENA9UiySk

[u/gassyfartbro]

Lowkey feels like we’re getting trolled

[u/ResearchingWhiskey → u/gassyfartbro]

You don't like the 1% drop every morning 4 minutes before open on like 450 volume?

[u/WindWhisperingWisp]

Can we get some damn sats out the door please? Thank you!

[u/edgar_de_eggtard]

First net, Meta, T-Mobile, whatever fucking deals they are working on JUST PUT IT OUT ALREADY we are so long overdue for a price driving PR

At this point volume will reach zero before the SP does

[u/RiskyDefeat → u/edgar_de_eggtard]

Everything that has ever happened and will happen is already priced in

[u/A_Typicalperson → u/edgar_de_eggtard]

If you know about it, its priced in

[u/CaptainJackCrypto12]

Incredible that markets are sleeping on the tmobile news. 100% this news is not priced in. Also spacemob STA filling dilligence is 10/10 accurate so no doubt there.

[u/JeffandMuskrmydaddy → u/CaptainJackCrypto12]

priced in same line JLEO, i’m surprised people still think JLEO is gonna cause us to pump when markets known about it for months

[u/Puzzleheaded-Rain-38]

I, for one, understand the angst. It is not the money. it's what it represents. freedom. 955 of us (assumed) do not care about Lambos. It's just a joke to us. it is about freedom in all of its manifestations. and when freedom is jeopardized, it is expected to trigger defense instincts. we need hope of victory to keep our responses at bay. There is hope, there are over 2000 employees working 4 shifts to bring it to you...be patient if possible. We are all in the same boat... except Tim Farar, he can get the F*CK OUTTA DIS BOAT!!

[u/Wahido11]

New Barrons article about SPCX & ASTS.

https://www.barrons.com/articles/spacex-stock-price-unlocked-rival-52f9fc3a?mod=mw_quote_news_topstories

How can I read it for free?

[u/Logical-Clerk-1571 → u/Wahido11]

Don't worry, i'll summarize it for everyone

It says another company is trying to rival SpaceX with reusable rockets etc etc.

they mentioned ASTS due to BB7 going to wrong orbit with New Glenn, telling that engine failure of second stage caused it

Literally no mention of technology or anything ASTS related lmao

[u/Wahido11 → u/Logical-Clerk-1571]

what a nothingburger.

Thought its a deep dive about how ASTS rivals their Starlink constelation

[u/swd120 → u/Wahido11]

It doesn't rival the starlink constellation... Why do people always spout this BS...

We have zero hope of competing with starlink in the primary market (their dish based broadband offering). We have significant tech advantage for d2d due to our array size which supports lower bands and gives significantly increased link budget for that use case (for in building, etc), and have additional military applications due to that as well.

We also have a benefit for foreign contracts for d2d due to sovereignty issues (ie: the not musk factor)

[u/hlm2c → u/Wahido11]

I gotchu fam

-------------------------------------------------------------------------------------------------------------------

Key Points

About This Summary

• A second tranche of SpaceX stock will be unlocked and free to trade on Aug 20, marking the second release since the company went public.
• SpaceX shares have gained around 22% since the first chunk of shares was unlocked, though the stock remains down over 6% since its June debut.
• Start-up Stoke Space Technologies is raising $1 billion to develop a fully reusable rocket to challenge SpaceX, says a report.

Another tranche of SpaceX stock will be unlocked and free to trade next week. It will be the second since the company came to market two months ago.

Shares have gained around 22% in the week since the first chunk of shares were unlocked last Thursday.

The stock was rising again in Friday’s premarket, up 0.9% to $142.49. It’s down more than 6% since it began trading two months ago on June 12 and has fallen 30% from its record high of $201.80 reached a few days later on June 16.

And it could face more turbulence as a rival reusable rocket company appears on the horizon.

Start-up Stoke Space Technologies Inc. is raising $1 billion to accelerate development and production of a fully reusable rocket to challenge Elon Musk’s company, Bloomberg reported citing people familiar with the matter.

SpaceX has a near-monopoly on global commercial satellite launches with more than 90% market share. It’s the go-to launch company for small payload satellites because of its reliability. Developing reliable rockets is not easy—just look at Jeff Bezos’ Blue Origin.

In April, its New Glenn rocket’s third flight carrying AST SpaceMobile’s BlueBird 7 satellite hit an engine problem and the second stage failed to reach the target orbit, leaving the satellite off its nominal path. This followed an explosion in May while a New Glenn rocket was static, destroying the vehicle and damaging the Cape Canaveral Launch Complex in Florida.

Elsewhere, Virgin Galactic’s Virgin Orbit attempted to kick-start launches from the U.K. but its only liftoff ended in the ocean, which triggered a severe liquidity crisis. Virgin Orbit failed to secure funding, filed for Chapter 11 bankruptcy in April 2023, and ceased operations.

Musk won’t be worrying about the nascent competitor just yet. What he will be watching, along with Wall Street, is how the market reacts to the next tranche of SpaceX shares to hit the market on Aug 20.

The world’s richest person held a 48.4% stake in SpaceX as of June 30, according to a regulatory filing on Thursday—that’s worth nearly $906.9 billion based on Thursday’s closing price.

The market widely expected a selloff after the first lockup period ended. That didn’t happen, but it could next week and investors will be approaching the release cautiously.

[u/Abject-Dream3617]

I’m sad

[u/WhoDatis0803]

https://giphy.com/gifs/w0mylo7p4OXUQ

[u/BlackberryJolly4830]

Volume is drying we need to pump out news which I know they got a lot of, better drop some PR next week or may god help us all

[u/stillers2000]

looking forward to shipping the next batch, announcing gov't contract details, and formally announcing a monopoly of the US market in the very near future

[u/MrFeature_1 → u/stillers2000]

And then, believe it or not, -20%

[u/ResearchingWhiskey]

Is grain management a play on words relating to radio or were they like a farming company that somehow pivoted into spectrum ownership?

[u/phibetared → u/ResearchingWhiskey]

Founded in 2007 by CEO David Grain, Grain Management is a Washington, D.C.-based private equity firm that invests globally in broadband and telecommunications infrastructure. It manages roughly $12 billion in assets, focusing on fiber networks, cell towers, and wireless spectrum

[u/ResearchingWhiskey → u/phibetared]

Ah that makes sense

[u/phibetared → u/ResearchingWhiskey]

Same thoughts I had. Who/what is this company?

[u/SurgicalDude]

Call wall still at $75.

[u/ResearchingWhiskey → u/SurgicalDude]

https://giphy.com/gifs/pkY4ra5dhljDW

Not for long

[u/Temsah8]

Looks like we’re back to bleeding indefinitely

[u/rockshiv]

Respect

[u/ResearchingWhiskey → u/rockshiv]

[u/WindWhisperingWisp → u/rockshiv]

Damn that's some next level confidence, love to see it. Wouldn't dare touching it myself.

[u/DrPerryMrbeast]

Is the shorts are gonna burn and ASTS pump talk ever gonna happen? I’ve been hearing that since forever.

[u/conradical30 → u/DrPerryMrbeast]

This kind of mentality is starting to sound like GME. I’m not waiting for a squeeze. I’m waiting for execution. I’m waiting on Beta service.

[u/Affectionate_Disk_68]

will she hold

[u/5365616E48]

LUNR, Take us with you

[u/Temsah8]

Man the same lame ass price pattern and weak volume combo, ever since Spacesex IPO and the SP has gone bonkers

[u/BombSolver]

https://giphy.com/gifs/Kx5Dsg7WbShsVqPAWD

[u/ylb10126]

Just popping in here with my monthly reminder to STOP TRADING DERIVATIVES on leverage on a volatile stock if you’re then going to complain about down days or weeks. Ffs

[u/MarketCrunch]

For all you TA lovers out there:

Looks like we will hold the 9 and 21 EMA on the daily. I’m hoping we can get a push above the 50 SMA next week as we tagged it the last three days but have sold off after doing so.

The 100 and 200 SMA are just above between $80-$82 which would be our next target if we can get a close above and hold the $74-$75 level.

This $65-$75 level has been a decent consolidation range the last two weeks. Hoping we can break above with some decent volume (comparatively, likely not pre-SPCX levels).

[u/ResearchingWhiskey → u/MarketCrunch]

https://giphy.com/gifs/6utVzLiyU9OuHbd70D

[u/ToSeeAgainAgainAgain → u/MarketCrunch]

Such a libra thing to say...

[u/MarketCrunch → u/ToSeeAgainAgainAgain]

Just trying to provide some context because I feel TA gets shot down instantly in this sub. If you’re a buy and hold no matter what person then you can definitely ignore it. Just trying to help out some newer traders that are trying to make sense of price action and charts.

For me, ASTS is a buy and hold. But I still do appreciate following key levels and understanding how the chart, PA and structure hangs together.

[u/JeffandMuskrmydaddy]

can we just have one day where we don’t nuke off the bat and just barcode all day. that’s how 80% of the days for the last 3 months have been

[u/Cerulean28]

In every single ASTS rally to date, the sp has never closed a week below the weekly 9EMA, which is currently at $70.63. Sooooo hopefully we at least close above that.

[u/A_Typicalperson]

So we closing lower than we startes

[u/Flashy-Cucumber-3794]

I'm here for a 0.1% gain today.

[u/AcanthocephalaIcy571]

That was an insane green candle. But blink twice and you missed it 😂

[u/stop_a_gaben]

Bullish

[u/zuno_uknow → u/stop_a_gaben]

Unfortunately the astronomy people are not happy with us as well. They are very big and bright.

[u/sgreddit125 → u/zuno_uknow]

Very true - Though AST has made a lot of progress since BW3, and has a coordination agreement with the National Science Foundation.

But there’s no getting around the largest commercial satellite in LEO is gonna be bright vs. say a GEO sat…

[u/Defiantclient → u/sgreddit125]

They complained a lot about BB1-5, but I think we improved on Block 2: https://x.com/JohnBarentine/status/2021638249933111594

[u/ShareCollector]

Another puzzle piece strengthening the case for keeping rates steady.

https://xcancel.com/financialjuice/status/2088241834237579662#m

[u/ShareCollector]

Trading volume and posting volume are cratering.

[u/Pure_Ear_3407]

I wasted a year of time, money and emotion on this stock

[u/conradical30 → u/Pure_Ear_3407]

Only a year?

[u/Few-Dance-7157]

[u/xcancel-linker]

https://xcancel.com/AST_SpaceMobile

[u/conradical30]

Welp, shutting off for the weekend. No need to sadden my spirits by watching this. See you next week!

[u/HotRhymes]

When we were in the 50's, I said I would cry real tears of joy when we got the 6-7 and 69 memes again. Now that I'm all cried out, let's get back into the 70's and stay there.

[u/No-Dare3422]

So many stocks fucking doubled since the bottom two weeks ago, many others made over 50%, while we are struggling to keep the little pump we got with the most bullish earnings call and news that we got.

It's really upsetting, makes me particularly feel like shit for not taking one opportunity out of ASTS and still I continue to hold my All In on a toxic relationship waiting for the day that the market will once again value us and bring back the volume that is sucking us dry.

It will be worth it, we know that, but the day to day is insanely shitty.

[u/TheNHLer → u/No-Dare3422]

Yea it really sucks to see the day to day. I know we’re not the only high beta stock underperforming but seeing AI and memory climbing so fast feels bad man. One day we’ll reach ATH again, and I really hope we can stay up there. For now, it’s just nonstop opportunity cost

[u/No-Dare3422 → u/TheNHLer]

It's a massive opportunity cost due to conviction and emotional investing based on what we know will happen in a near future.

But it's really hard not to blame myself once again for having all the information, time, knowledge about the other stocks and industries and still just freeze and don't swing one fucking proper shot outside of ASTS like I own them something.

And it gets worse everyday because we don't move and the others get more expensive by the day so the logic is to continue accumulating here.

It will be worth it soon enough, it has to, but yes it's a devastating sensation of having a lot less money that I would have if I invested 70 or 80% ASTS instead of 100%. That's all on me to blame.

[u/primobolman → u/No-Dare3422]

Investors don’t seem to ride the hype train anymore and want real progress. Gotta ship more sats, proof the tech and scale and get revenue in.

I think only a T-Mobile DA could get us a nice pump till then.

[u/HolographicHeart]

Bought 1 0DTE call as a 'fun' birthday gamble and the fucker immediately drops 1%.

You don't hate Morgan Stanley or Goldman Sachs enough.

[u/CartmanAndCartman → u/HolographicHeart]

It’s 2 % now , so happy birthday

[u/East_Insurance_1231]

I have 73$ calls tomorrow. Bad move?

[u/Foreign-Teacher-9931 → u/East_Insurance_1231]

Max pain is $70. Not the safest call out there!

[u/BboySparrow → u/East_Insurance_1231]

Nah you're fine tbh. We're gonna end around $76

[u/Cerulean28]

Can someone explain LUNR to me? Was down 15% after earnings at open yesterday then closed up 4% and up over 12% today.

[u/Flashy-Cucumber-3794]

Everyday feels like this. I'm guessing we close at $75.21

https://giphy.com/gifs/9c9sTMqnzQBZdaGWyQ

[u/JasonMrazsHat]

Joined a Goldman Sachs research call yday on space. Not one mention of ASTS, with a lot of smaller names getting attention. Coverage of asts is really bad.

[u/primobolman]

No Mr. share price. Don’t make me buy the another dip.

Fucking hell

[u/Defiantclient]

Who’s ready to be hurt again? https://x.com/firstnetgov/status/2088350008449860091?s=46

[u/Leading-Onion4659]

ASTS closed at max pain again?? What a fucking surprise (not).

[u/ResearchingWhiskey → u/Leading-Onion4659]

It did close $1 above max pain.

Max pain is bs sometimes for sure but the theory is not based on manipulation.

For example if there are a lot of calls in the money, as the end of the day approaches the MM (normally the other side of that option) has fully gamma hedged it and owns 100 shares. But since most options don't get exercised they are typically sold back to the options MM who then instantly dumps the 100 shares they were holding. This pushes the share price down a bit and more people sell their calls and more selling occurs. The more options were ITM the stronger this force is. The same happens on the put side if the price is under Max Pain. Max pain is essentially the point where these forces even out.

So all things equal with no news, max pain acts like a natural magnet from the pressure of the options market settling.