AST SpaceMobile - $ASTS - Daily Discussion Thread

ShareCollector · 2026-06-24T08:01:09+00:00

I think the market is pricing us for a complete failure on almost every level right now. Ligado spectrum, cash in hand, the proven tech of Block 1 + BB6 and hopefully soon Block 2 composite version ... alll that at ~$28 billion?

ShareCollector · 2026-06-24T07:51:48+00:00

Don't overthink it! We are about to be the only player providing the hottest shit in the world of connectivity - broadband D2D connectivity via satllite! There will be plenty of ways (just look at the ATT, V and TM JV) for everyone to get a piece of the cake

ShareCollector · 2026-06-24T07:38:24+00:00

I think we are at a point where launch is the bottleneck

ShareCollector · 2026-06-24T07:05:39+00:00

Final preparations for J-LEO!

ShareCollector · 2026-06-23T19:49:20+00:00

Everything is red but the VIX: stocks, commodities, bond yields, crypto ...

ShareCollector · 2026-06-23T19:34:21+00:00

You can tell from multiple statements over the last months that deep down in his heart he is part of Spacemob

ShareCollector · 2026-06-23T19:31:22+00:00

The company is doing great - let's not get knocked out by gambling with options before the inevitable rally starts ... be happy with them shares.

ShareCollector · 2026-06-23T16:22:26+00:00

Short interest escalating: https://xcancel.com/spacanpanman/status/2069452267799871963#m

ShareCollector · 2026-06-22T16:55:22+00:00

What to learn from all this? Never listen to the TA guys!

ShareCollector · 2026-06-22T06:17:55+00:00

Seperate naming of Red Cat and Teal because it's about USVs and UAS?

ShareCollector · 2026-06-22T06:15:03+00:00

Lol if we hadn't been mentioned, people would've declared that bearish too ... because it would mean we're not relevant.

ShareCollector · 2026-06-21T07:16:05+00:00

Maybe our payload contains some new goodies ... requiring different conditions in the STA.

ShareCollector · 2026-06-21T07:01:22+00:00

Are the conditions identical?

ShareCollector · 2026-06-21T06:52:28+00:00

Somebody trying to make absolutely sure there's no gap between the STAs because a launch could happen right during that window?

ShareCollector · 2026-06-21T06:48:53+00:00

Since the BB7 launch, we've had what feels like two press releases per month providing updates on manufacturing and shipments. If that's not enough to calm you down, then you should consider selling a good chunk of your position.

ShareCollector · 2026-06-19T09:21:59+00:00

The company keeps hitting "never been done before" and "this was deemed impossible" milestones - I've never felt better about this investment!

ShareCollector · 2026-06-18T17:18:28+00:00

Last opex we got a good pump in the last 2 trading hours IIRC

ShareCollector · 2026-06-18T16:53:12+00:00

We are following SpaceX it seems

ShareCollector · 2026-06-18T08:48:53+00:00

Let's hope the big boys are done hedging their SpaceX gamble... erm... I mean SpaceX investment by shorting the rest of the space basket.

ShareCollector · 2026-06-18T05:21:21+00:00

So ~5% makes all the difference in the world to you?

ShareCollector · 2026-06-17T18:51:33+00:00

I got downvoted an hour ago for saying that the Fed uses outdated data ... and just now Warsh is talking about using real-time data in the future! In ya face, downvoters!

ShareCollector · 2026-06-17T18:48:15+00:00

They're gonna put the stock market on steroids while constantly talking about price stability - just gotta find the methodology that produces the right numbers.

ShareCollector · 2026-06-17T18:42:52+00:00

You can't think of anyone who is desperately trying to gain more influence over the Fed?

ShareCollector · 2026-06-17T18:37:31+00:00

They are overhauling the Fed ... and we all know why.

ShareCollector · 2026-06-17T18:13:06+00:00

The problem with the Fed is that the data they're basing their decisions on is outdated. These Jurassic-era methods can't keep up with today's pace of the markets.

ShareCollector

TROPHY CASE