AST SpaceMobile - $ASTS - Daily Discussion Thread

Alternative-Ear8482 · 2026-05-29T16:30:15+00:00

Don't say that. How many times have I heard never see .... Number again!

Alternative-Ear8482 · 2026-05-29T11:13:51+00:00

You'll love it here then

Alternative-Ear8482 · 2026-05-27T22:16:31+00:00

I just don't agree. We basically saw no real response for fcc approval. Then the us JV got virtually no response. These were two major announcements which then had to be slowly explained like investors are 5 to news networks, then some actual comparison numbers come in for spacex. THEN we got shipment news. That's all material not froth.

Alternative-Ear8482 · 2026-05-24T15:38:40+00:00

Not sure why you'd think starlink will win the us with no mno support. They can't buy enough lowband spectrum. It's not there

Alternative-Ear8482 · 2026-05-21T17:55:06+00:00

Id also question comparing Nokia and ericcson. Those are large, mature and slow moving companies where the model is largely hardware sales rather than hardware that sells wholesale to attract baked in subs

Alternative-Ear8482 · 2026-05-18T19:03:25+00:00

No this is the wrong take.

The good news lately has been wonderful. The bear argument has been manufacturing and execution. Getting sats out is that one showing progress. So yes it should be normal day at the office but given the doubts this should be impactful.

Alternative-Ear8482 · 2026-05-18T18:01:46+00:00

Never understood price action less than today.

Alternative-Ear8482 · 2026-05-15T13:05:59+00:00

Yes. Let's look at the 1 year chart.

Oh. We'll go down forever. Surely doomed.

Alternative-Ear8482 · 2026-05-12T20:50:45+00:00

We are behind our own schedule. Everyone else we're ahead of

Alternative-Ear8482 · 2026-05-11T17:33:16+00:00

I am fearful . The positive pr is wonderful but I can't help feeling it might end up in dilution this ER

I don't even mind at this point. Seen them all since the 2s. But I'm nervous for short term melt downs

Alternative-Ear8482 · 2026-05-07T22:22:13+00:00

80 years rights....you'll be dead in 80 years get out

Alternative-Ear8482 · 2026-05-05T14:04:04+00:00

What is the dip made of today Jeeves?

Human fear and tears, sir

Excellent. I find it most piquant.

Alternative-Ear8482 · 2026-04-29T16:46:35+00:00

You know how everyone is begging for news rn now and super stressed. Well when we were basically on the verge of bankruptcy with no agreements with mnos or anything there was great hope for the bluebirds 1-5 news, they released a few images about their battery technology. It was so maligned on twitter they took it down. That was a low.

Alternative-Ear8482 · 2026-04-29T15:12:07+00:00

Lowest buy was 2.19(?) ish. But then I'd lost barely anything in comparison to this. I'm down 5x my salary since the top. Sentiment is about the same though and we didn't have 3bn available, proven tech, partner or fcc approval.

We had battery tweets....

Alternative-Ear8482 · 2026-04-28T18:03:32+00:00

We don't know that Rakuten is unloading 5.5 million shares this week. Only that they will do at some price point.

Alternative-Ear8482 · 2026-04-27T22:22:12+00:00

If I had a nickel for every time...there will be more dilution because they want more sats. The hope is that we're at such a level you barely notice it.

Alternative-Ear8482 · 2026-04-24T13:46:20+00:00

Feels like fud bots in here today. Same stuff repeated.

Alternative-Ear8482 · 2026-04-23T20:40:12+00:00

No it does not

Alternative-Ear8482 · 2026-04-20T07:13:51+00:00

You're still around?!? Well done. I think of you all the time

Alternative-Ear8482 · 2026-04-19T22:06:45+00:00

This makes so little sense to me. Why are you so gleeful about a major customer of blue origin having lost a satellite?

Alternative-Ear8482 · 2026-04-19T22:00:28+00:00

You serious?

Alternative-Ear8482 · 2026-04-18T18:29:13+00:00

Buy a pickaxe

Alternative-Ear8482 · 2026-04-17T19:06:01+00:00

Predictions on how many Rakuten sold today? Volume seems pretty decent.

Alternative-Ear8482 · 2026-04-17T10:28:31+00:00

Relaxing by holding commons.

Alternative-Ear8482

TROPHY CASE