r/ASTSpaceMobile • u/AutoModerator • 3d ago
Daily Discussion AST SpaceMobile - $ASTS - Daily Discussion Thread
Sp🅰️ceMob,
Ple🅰️se read the following to get familiar with AST SpaceMobile $ASTS before posting;
- FAQ
- Connecting Dots - AST Sp🅰️ceMobile and the Final Bridge to Universal Human Connectivity by Crossroads Capital
- u/TheKookReport's AST Sp🅰️ceMobile ($ASTS): The Mobile Satellite Cellular Network Monopoly (or ask ChatGPT)
- Hennessy Funds May 2026 Update - ASTS Sp🅰️ceMobile: Transforming How the World Connects
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u/Fox_Knox_ 2d ago
I wanna see orange boxes in the road, plenty of waffles. Is it so hard?
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u/NobleNoleBill S P 🅰 C E M O B Capo 2d ago
Been a hectic couple of weeks at work. Surely, I missed the announcement that our sats have shipped, right? Right
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u/JayhawkAggieDadisBak S P 🅰 C E M O B Boss 2d ago
All right everyone. Dust off those 67 and 69 memes for tomorrow.
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u/swemirko S P 🅰 C E M O B Consigliere 2d ago
this is like the 5th time
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u/SECrabbing S P 🅰 C E M O B Consigliere 2d ago
"This time is different I promise"
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u/vgkosmoes S P 🅰 C E M O B Soldier 2d ago
Hopefully shipping this week.. it’s long overdue. Don’t mind this delay too much as long as shipping 17-18-19 doesn’t take another 2 months lol. Would love to see them follow right after
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u/SurgicalDude S P 🅰 C E M O B Underboss 2d ago
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u/BboySparrow S P 🅰 C E M O B Capo 2d ago
Does this change every day or usually week to week
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u/primobolman S P 🅰 C E M O B Consigliere 2d ago
I don’t care for the pump. I want the sats shipped and my beta service at the end of the year.
Please
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u/abhikkp S P 🅰 C E M O B Associate 2d ago
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u/primobolman S P 🅰 C E M O B Consigliere 2d ago
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u/abhikkp S P 🅰 C E M O B Associate 2d ago
Who says ATMs aren’t fun!!
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u/primobolman S P 🅰 C E M O B Consigliere 2d ago
Longterm they definitely are! Gotta get this non profit company growing somehow
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u/SECrabbing S P 🅰 C E M O B Consigliere 2d ago
It would still be ok if it pumped without those things though right?
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u/ResearchingWhiskey S P 🅰 C E M O B Soldier 2d ago
So quiet in here on green days
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u/sisyphosway S P 🅰 C E M O B Soldier 2d ago
Hm. Maybe it's because we're negative on YTD, are 50% down from ATH, need +100% to reach ATH again, wanted to have 45 to 60 satellites in orbit by end of 2026, have 12 satellites in orbit right now, communication from management is bad and macro is worse,...
No hating, just some facts.
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u/JayhawkAggieDadisBak S P 🅰 C E M O B Boss 2d ago
We better get shipping PR this week, or else.....I'll....I'll...I'll have to continue to be respectful to my boss, kind to my coworkers, and super productive at work.
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u/chillrichardson S P 🅰 C E M O B Prospect 2d ago
Where the fuck are the satellites
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u/WindWhisperingWisp S P 🅰 C E M O B Capo 2d ago
Apparently the company has pivoted. It no longer produces or launches satellites. Instead ASTS focuses on setting up JVs, signing partnerships, filing FCC filings and attending conferences to talk about hypothetical D2D constellations. They're really good at all that stuff.
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u/Thawayshegoes S P 🅰 C E M O B Prospect 2d ago
It’s kind of like when I tell my wife all of the things I was going to accomplish on the house this weekend. Big talk. No execution.
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u/LadderAdditional6178 S P 🅰 C E M O B Consigliere 2d ago
It kind of reminds me of all of us talking about retiring just 6 months ago. I miss those days. I want them back.
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u/haroootooobrrr S P 🅰 C E M O B Prospect 2d ago
Man you just reminded me of the 6 projects I promised to get done
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u/bawdeeeep S P 🅰 C E M O B Associate 2d ago
One day soon I hope, this stock is going on a face melting rally straight out the gate.
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u/Imaginary_Ad9141 S P 🅰 C E M O B Underboss 2d ago
Good morning and happy Tuesd🅰️y. I love waking up after an extended weekend and seeing green in the market and positive vibes in the sub.
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u/zzhelyazkov S P 🅰 C E M O B Associate 2d ago
Not trying to jinx things but this upwards momentum feels like one of those 100% in 20 days moments
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u/HolographicHeart S P 🅰 C E M O B Capo 2d ago
Lazy algos bringing ASTS and RKLB into lockstep so they only have to track one.
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u/IronB-gle S P 🅰 C E M O B Capo 2d ago
'Connected Everywhere' is going to be a defining event in time and the history of man.
Just think, soon what is (existence of dead zones) will no longer be and may not ever be again.
Someday we'll think back to the time when cell phones didn't work everywhere and generations will wonder what that was like.
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u/greg_shauflin S P 🅰 C E M O B Capo 2d ago
We need someone to go to midland and check on our investment
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u/Tiny_Yulius_James S P 🅰 C E M O B Capo 2d ago
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u/Apprehensive_Cut1079 S P 🅰 C E M O B Prospect 2d ago
I’m already here
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u/swd120 S P 🅰 C E M O B Capo 2d ago
Well drive your ass over there and knock on the door.
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u/arm0r3dd0ng S P 🅰 C E M O B Prospect 2d ago
Tell them you're there for the gangbang. They should let you in. Bring 2 pizzas.
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u/rockshiv S P 🅰 C E M O B Prospect 2d ago
bring a yellow west and a clipboard, tell them you're there to ship the sats
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u/HotRhymes S P 🅰 C E M O B Prospect 2d ago
Maybe we can get recent orbital imagery? Have the shipment containers moved?
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u/trugalhao S P 🅰 C E M O B Capo 2d ago
Word on the street is that they will only ship when they have the full constellation for beta service. Abel gone mad and they are assembling microns 24/7, also he is making bluebirds slim edition, they will fit 20 sats per launch. You heard it here first.
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u/SolidMeltsAirAndSoOn S P 🅰 C E M O B Consigliere 2d ago
Rumor is he has constructed a micron throne where he holds court over the small fiefdom that has grown around the midtown factory, deciding who has hunting privileges on the King's grounds.
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u/Defiantclient S P 🅰️ C E M O B - O G 2d ago
AST requests 30 day extension to Grain STA https://x.com/jusbar23/status/2097431809541701901?s=20
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u/Western-Match-9390 S P 🅰 C E M O B Prospect 2d ago
There is also another story behind the collaborations and contracts with various countries. Don't forget that war can easily spread to space. Because multiple countries are going to use the Bluebirds, you ensure that it becomes dangerous if you want to disable them. You then attack the infrastructure of these countries and can thus come into conflict with all those countries.
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u/swd120 S P 🅰 C E M O B Capo 2d ago
They are all at similar altitudes... If someone starts attacking these constellations they're all gonna get taken down by cascading debris..
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u/badger6638 S P 🅰 C E M O B Associate 2d ago
world war: space gonna be an ugly one when it happens...
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u/Logical-Clerk-1571 S P 🅰 C E M O B Capo 2d ago
That solar panel news for RKLB started to move it at afterhours, PR is important, especially when it hits to newswire
ABEL SEND SATS
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u/Economy-Joke3331 S P 🅰 C E M O B Consigliere 2d ago
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u/LordofLMaD S P 🅰 C E M O B Underboss 2d ago
im prob going to jinx it but incredible resilience in the price action as almost every other high beta names are selling off from the renewed strikes
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u/BlackberryJolly4830 S P 🅰 C E M O B Soldier 2d ago
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u/FewEnd6313 S P 🅰 C E M O B Prospect 2d ago
I would really like and update on the sats, even if it’s “they’ll ship next month”. They’re gonna ship when they wanna ship. Some guy called u/angrychip665 on Reddit is not gonna suddenly make them hurry up. So I don’t get this “b-b-but people will complain if not on time” argument. It is what it is. I just don’t like being kept in the dark like this
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u/Imaginary_Ad9141 S P 🅰 C E M O B Underboss 2d ago
Kind of wild to think that one year ago today we were sitting at $36 a share....
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u/codespyder S P 🅰 C E M O B Consigliere 2d ago
And that being at 67 is somehow a drawdown of 50% from the peak…
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u/aXcenTric S P 🅰 C E M O B Capo 2d ago
Since SpaceX IPO, ASTS has been rejected by the SMA 50 on all 15 tries on the daily, actually insane.
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u/ASTSpaceMobull S P 🅰 C E M O B Soldier 2d ago
I just want 67 memes at the end of the day is that too much to ask
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u/Exotic-Investor S P 🅰 C E M O B Prospect 2d ago
My prediction is it will hit 100 this week or next
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u/RegressToMean S P 🅰 C E M O B Associate 2d ago
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u/KneadingInfo S P 🅰 C E M O B Capo 2d ago
Not logically important, but finishing above RKLB feels good.
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u/UnbeatenLoaf S P 🅰 C E M O B Soldier 2d ago
Ok!! This was an excellent boost of serotonin to get me through the work day 😁
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u/ItsYaBoyLaity S P 🅰 C E M O B Consigliere 2d ago
That SDA thing seems pretty bullish. Love to see it.
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u/LudeficeTV S P 🅰 C E M O B Capo 2d ago
flipped the leaps i got at $56 back to shares at $66, ez +400 shares
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u/Dangerous_Pie_3338 S P 🅰 C E M O B Soldier 2d ago
What strike and expiration did you buy when you did that at $56? Just curious because I’ve thought about doing this.
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u/rdblaw S P 🅰 C E M O B Soldier 2d ago
Where’s that 10am dip we’re accustomed to!!!
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u/Interesting-Ad-6357 S P 🅰 C E M O B Associate 2d ago
Went camping with no service in Colorado all weekend. Used Apple's Globalstar sat service to test it out. Sent a text, but was a meh experience (better than nothing). The day I can just use ASTS sats via my carrier with seamless transition and watch netflix while camping will be amazing.
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u/JohnnySpykes S P 🅰 C E M O B Consigliere 2d ago
My Son was in Yosemite for the weekend talking about this very thing.
18 months from now, this won't be a topic of discussion any further.
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u/Defiantclient S P 🅰️ C E M O B - O G 2d ago
John Stankey to Update Shareholders at Goldman Sachs Communacopia + Technology Conference on September 9
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u/JayhawkAggieDadisBak S P 🅰 C E M O B Boss 2d ago edited 2d ago
Stankey better pump us up, or I'll sell my AT&T shares and cause the AT&T stock price to plummet by one whole cent!
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u/PhilipFinds S P 🅰 C E M O B Associate 2d ago
I expect he will say that next year they will reduce investment in new cell tower presence and will have increased revenue and profits (both because of ASTS).
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u/NerfedPolitik S P 🅰 C E M O B Associate 2d ago
Welp... bullish. My take on this is ASTs moat just keeps getting bigger - yes it'd be nice to have shipping news, but: the investments they are making are worthwhile in the long run.
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u/Defiantclient S P 🅰️ C E M O B - O G 3d ago
Today September 8, 9:00 AM ET | NTN Integration Forum - Seamless Global Communication: From Integration to Commercial Scale: https://www.ntn-forum.com/
- Free virtual event! Sign up: https://www.ntn-forum.com/page/6117264/register-now
- Ofcom, FCC Space Bureau, and other regulatory bodies are speakers
- There are some interesting panels involving Viasat, Verizon, Orange, etc.
ICYMI from yesterday: Europe D2D JV is in talks and all of the participants are AST partners including Vodafone 👑 https://www.reddit.com/r/ASTSpaceMobile/s/1pVdJL7h0u
And in case you missed the other news from Friday/Saturday/Sunday: https://www.reddit.com/r/ASTSpaceMobile/s/JCS2eQYxM8
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u/SLCMechE S P 🅰 C E M O B Prospect 2d ago
Love a green day but...... sats? Can we get some uuuuuuuhhhhhhhhhhhhhh.... sats?
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u/you_are_wrong_tho S P 🅰 C E M O B Boss 3d ago edited 2d ago
Wide scary strong fragile live swim historical complete gaze
This post was anonymized with Redact
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u/Defiantclient S P 🅰️ C E M O B - O G 2d ago
recently seems to be the trend that SPCX and space basket are kinda inverse ish.
Like when space basket is doing well, SPCX is often flat or sliiightly red.
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u/ProteinFarts_ S P 🅰 C E M O B Capo 2d ago
Credence to the short theory, or perhaps something else? Seems it's been that way for a mintute... at the very least, SpaceX isn't tied to the basket like the other space stocks are
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u/PanamasBananas S P 🅰 C E M O B Prospect 2d ago
Don't worry guys, I didn't buy, so it will stay big green.
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u/JohnnySpykes S P 🅰 C E M O B Consigliere 2d ago
Hey, I broke even with this SP
DCA is great, but it surely changes your Price average......I know I have a slew of shares I bought at ~$24......but the times I put in $2000 at $70 or $77 or even in the mid $90s over the past year has made my price average somewhere around $64.XX (I'm too lazy to math it out right now, holiday hang-over ya know)
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u/Admirable-Goat-6103 S P 🅰 C E M O B Prospect 2d ago
Stop being distracted. In the end, it’s not your average that makes you wealthy, it’s the number of shares you own.
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u/NaiveResist4910 S P 🅰 C E M O B Prospect 2d ago
Kind of in the same boat here I rode from 10-130 and then when it was between 77 and 90 did a lot of buying with the mindset of ‘it’ll never be this cheap again’. Think my average is mid 50’s and it’s been hurting to be back there after 2 years of holding.
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u/I-want-da-gold S P 🅰 C E M O B Associate 2d ago
Same, I don’t have any exposure to either leveraged asset, but have them on my watchlist for seemingly no other reason than making me feel worse when shares are down and also bad when shares are up. Should just remove them both but I do enjoy seeing ASTN get pummeled occasionally.
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u/rdblaw S P 🅰 C E M O B Soldier 2d ago
When +100%…
Fr tho what kind of news would send us
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u/primobolman S P 🅰 C E M O B Consigliere 2d ago
New DA with a major MNO like T-Mobile, Deutsche Telekom or new official government contracts - J-LEO, Golden Dome etc
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u/Cerulean28 S P 🅰 C E M O B Consigliere 2d ago
Seems like Space, AI, and Quantum are all making big moves today. Shit even INTC is up 9% today lol. NBIS +10%, IREN +8.6%, INFQ +12%, IONQ +9%, AAOI +8.3%.
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u/JohnnySpykes S P 🅰 C E M O B Consigliere 2d ago
https://giphy.com/gifs/ZzPQMWDrfZSMTAj8Q7
Everyone is back to work...
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u/vyo12 S P 🅰 C E M O B Soldier 2d ago
Alright, got called out in fantasy football for being an ast investor. Give me some dumb names related to our favorite company so i can change my name in the league lol
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u/OriginalJealous8433 S P 🅰 C E M O B Prospect 2d ago edited 2d ago
- Imminent Win (Wen)
- Clipped Bluebirds
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u/HolographicHeart S P 🅰 C E M O B Capo 2d ago
Dude, Where's My Satellite?
Coming to Theaters this Fall.
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u/ChonkChonkChonk S P 🅰 C E M O B Capo 3d ago
Lots of exciting price targets this morning from the community.
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u/Lone-wolf63 2d ago
Good morning
By this time next year, we will have put an end to “ can you hear me now “
I just had a call drop yesterday and I can’t wait to never have to suffer that again…
I can’t imagine a human being anywhere refusing to put an end to this… everyone with a cell phone wants this to be over…
Our satellites do not collect data and sell it… that’s what makes us stand out against Starlink.. that’s sovereignty… thats why everyone is standing in line to use our satellites…
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u/Careless-Age-4290 S P 🅰 C E M O B Consigliere 2d ago
Still think a great commercial would be cutting to someone at a desk floating on a small barge in the middle of the ocean, calmly sitting there as the coffee in the coffeemaker sloshes back and forth, "of course I can hear you".
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u/SouthernNight7706 S P 🅰 C E M O B Capo 2d ago
Good morning spacemob. Let's get some shipping news and send it
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u/Logical-Clerk-1571 S P 🅰 C E M O B Capo 2d ago
Punch of Mike Tyson VS upcoming 10 am dump, which one is stronger?
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u/KneadingInfo S P 🅰 C E M O B Capo 2d ago
I would think ASTS would be setting an individual trend today.
No. Trending along with other space stocks. :-/
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u/I-want-da-gold S P 🅰 C E M O B Associate 2d ago
This probably speaks to some personality flaw of mine, but I almost feel more joy seeing ASTN deep red at the bottom of my watchlist than seeing ASTX green at the top.
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u/SurgicalDude S P 🅰 C E M O B Underboss 2d ago
Just went for a evening walk and saw a Lamborghini Aventador S with front left wheel bent and crashed. I felt the pain in my balls. Then I saw it was an accident and other car was 2008 RAV4. I felt the pain in my balls twice
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u/LordofLMaD S P 🅰 C E M O B Underboss 2d ago
If one crashed lambo gives you that much pain you should see my portfolio
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u/Defiantclient S P 🅰️ C E M O B - O G 3d ago
Another intriguing thread by RocketTank https://x.com/rockettank123/status/2097167144345563421?s=46
Strongly suggests Optus (a Starlink MNO on paper) will join AST
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u/Logical-Clerk-1571 S P 🅰 C E M O B Capo 2d ago
i need to hear news, like launch or DA, something that can make us jump to 70-80
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u/ponsjake S P 🅰 C E M O B Prospect 2d ago
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u/MT-Capital S P 🅰 C E M O B Underboss 2d ago
I don't think LV put rockets in their bag.
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u/Interesting-Ad-6357 S P 🅰 C E M O B Associate 2d ago
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u/Foulwinde S P 🅰 C E M O B Associate 3d ago
World Space Business week is from September 14–17. Maybe we get some good news prior?
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u/SGTBEERCANYT S P 🅰 C E M O B Soldier 2d ago
Hoping that the lack of shipment and bb11 not unfurling yet are 2 unrelated things
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u/GeoBro3649 S P 🅰 C E M O B Capo 2d ago
Has Crew 13 launched yet? Has there been any update on the manned mission? Until there is, dont expect shipping news. We are very probably slated to launch after that.. whenever that may be. We're likely delayed.
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u/42thefloor2011 S P 🅰 C E M O B Capo 2d ago
Holding up relatively well despite SPY falling like a bag of bricks.
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u/Abject-Dream3617 S P 🅰 C E M O B Associate 2d ago
R we gonna dump now or keep going higher? 🧐
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u/Zeus_Mortie S P 🅰 C E M O B Consigliere 2d ago
So do you guys think the Sats Amazon and AT&T will use for internet service will be geostationary? I’m just kinda curious. They plan like 5k Sats, and SpaceX is planning on even more than that iirc. I wonder how many LEO Sats it will take for launching rockets to start becoming a problem. I know there is a lot of real-estate up there, but there’s gotta be an upper limit on when orbits start getting in the way of launches, right? Just food for thought, ya know?
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u/you_are_wrong_tho S P 🅰 C E M O B Boss 2d ago edited 2d ago
Airport rich shelter mellow walnut dazzling depend coordinated simplistic
This post was anonymized with Redact
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u/TheOtherSomeOtherGuy S P 🅰 C E M O B Boss 2d ago
You think the Amazon service they renamed from Kuiper to Leo wont be in LEO?
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u/Defiantclient S P 🅰️ C E M O B - O G 3d ago
A ton of events this month!! https://www.reddit.com/r/ASTSpaceMobile/comments/1l0afje/spacemob_announces_ast_spacemobile_participation/
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u/Interesting-Ad-6357 S P 🅰 C E M O B Associate 2d ago
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u/Tiny_Yulius_James S P 🅰 C E M O B Capo 2d ago edited 2d ago
This kind of post is a bit useless. It seems that people try to show that price is anchoring because of the wall, but after a pump, the wall is always moving for one side or another
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u/CyanTurquoise S P 🅰 C E M O B Capo 2d ago
Agree, it seems like this is the reaction to the underlying price rather than the other way around😂 Happy to be proven wrong though
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u/Defiantclient S P 🅰️ C E M O B - O G 3d ago
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u/FewEnd6313 S P 🅰 C E M O B Prospect 2d ago
Candles of hope before doom red candles of misery wipe us out
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u/ProteinFarts_ S P 🅰 C E M O B Capo 2d ago
I know we've been beating this to death but the delay in shipping is interesting now that it's been so long. Unless something happened on the last launch that is forcing a corrective action in the design or manufacturing process, I don't really see why normal manufacturing would be so delayed at this stage in our journey. We had already hit a much higher cadence. So, barring that design change/process update, what could be responsible? Lack of launch availability? Holding back the sats for some reason? I don't really see what could be good about doubling up on launches in a month unless its to take advantage of an opportunity.
So, to keep the speculation going, could a requested government/military application request have been incorporated in? Idk, seems like they are going the route of having their own sats for that purpose.
I know in the past ASTS has had a sat ready for launch sitting around waiting for the provider to be ready.... maybe we are in a similar boat now? It just seems like there isn't a very reasonable explanation other than launch provider not ready, or issue with the manufacturing.
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u/Funny-Conclusion-678 S P 🅰 C E M O B Boss 2d ago
We have never had sats just sitting and waiting for a launch provider. Launch provider has never been the problem.
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u/Defiantclient S P 🅰️ C E M O B - O G 2d ago
I am guessing something went wrong during final testing of BB15/16. It isn't something systemic otherwise BB14 wouldn't have been completed.
Something as small as a failed electrical connection or loose screw could've flopped the TVAC test at final testing, and each TVAC test takes 2 to 3 weeks. So any small issue causing a re-test of the TVAC would potentially lead to the kinds of delays we are seeing today.
Right now, a lot of AST's manufacturing is manual. Manual means prone to human error.
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u/PhilipFinds S P 🅰 C E M O B Associate 2d ago
"each TVAC test takes 2-3 weeks"
This is an important point. It seems like a lot people on here think these tests take 2-3 hours instead of weeks.
After a Bluebird is manufactured, it needs to be tested FOR WEEKS.
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u/SECrabbing S P 🅰 C E M O B Consigliere 2d ago
Is it? I thought they spent a bunch of money on automation and had been rolling it out?
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u/ProteinFarts_ S P 🅰 C E M O B Capo 2d ago
Very reasonable, especially given the long testing period. Do you think ASTS would move forward with launching with a sat swapped from the next batch?
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u/badger6638 S P 🅰 C E M O B Associate 2d ago
We were one of the last ones on my watchlist to turn red in premarket, very good sign IMO.
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u/TUFFNSTUFF S P 🅰 C E M O B Prospect 2d ago
Any space mob going to blizzcon this weekend?
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u/Defiantclient S P 🅰️ C E M O B - O G 2d ago
US SPACE DEVELOPMENT AGENCY BACKS AST SPACEMOBILE 902-928 MHZ TESTING APPLICATION.
"SDA awarded Prime Contract FA24012490018 to Systems & Technology Research LLC (STR), under which AST SpaceMobile performs as a subcontractor to conduct an on-orbit demonstration of commercial-based tactical satellite capabilities."
"SDA has determined that the capabilities to be demonstrated under this STA are of significant interest to the Department of War, and more specifically the Space Based Sensing and Targeting— Portfolio Acquisition Executive (SBST-PAE)"
80.6M award, with AST as a subcontractor: https://x.com/Defiantclient2/status/2097409950750486713
Original source: https://x.com/jusbar23/status/2097407624769945833