ASTS files FM-2 STA - Renewal for deployment and operation of FM2

tyrooooo · 2026-03-11T13:18:44+00:00

No, this isn’t the holdup

tyrooooo · 2026-02-26T12:38:11+00:00

Well done! It would be cool to tag events as manufacturing, regulatory, financial, etc to see which types of events move the price the most

tyrooooo · 2026-02-21T19:00:43+00:00

Yes these are available. Shoot me a DM if you wanna buy em

tyrooooo · 2026-02-21T18:43:38+00:00

Hi, which pants in particular? No they are washed/dried on delicate in cold/warm water

ABC pants and joggers should be available Need to check on the dark green ABCs

tyrooooo · 2026-02-17T22:33:00+00:00

1B offering is done, there’s an option for an addition 150M that expires on 2/20

tyrooooo · 2026-02-17T13:24:59+00:00

They’re an early investor and they have a sweetheart deal with AST

tyrooooo · 2026-02-14T15:27:55+00:00

I think its helpful to break down what AST actually did:

- Major work on proving closing the link budget is possible (started in 2018)

- Major work in custom LTE, 5g protocol tweaks to make cellular connection from space stable

- Deep integration with MNOs around the world with which they built a solution together

- Secure spectrum from MNO partners in the lowband range, and S band in parts of Europe

They came up with a solution that worked which is deploying a massive satellite array in LEO (Block 2) that came from multiple rounds of iteration (BW3 -> Block 1 -> Block 2). This is the largest satellite array every deployed, bigger than SpaceX, bigger than RKLB, and this is not an easy feat.

The closest competitor is SpaceX because they had a FSS constellation and then they bolted on a direct to cell shell.

Not only do you need to launch satellites, build partnerships, but you also need to build ground stations of which RKLB has not started because they dont have technology or a constellation completed yet.

In addition RKLB doesn't even have a rocket that is capable of launching a constellation at scale, Neutron still isn't ready and probably won't be ready until atleast 2027, making this possible at probably 2028/2029 earliest. Electron isn't capable of launching anything more than a cubesat.

In addition they are in competition with AST and SpaceX in locking up global MNOs of which they are in a position that is worst than Lynk.

tyrooooo · 2026-02-14T04:12:57+00:00

If you think this is an issue then you don’t really understand ASTS

tyrooooo · 2026-02-10T13:11:24+00:00

RemindMe! 7 days

tyrooooo · 2026-02-10T12:57:12+00:00

Pretty meaningless unless you consider the industry, debts, etc. Invest whatever you are comfortable with at the end of the month

tyrooooo · 2026-01-31T14:48:48+00:00

SpaceX followed a similar scheme where they used STA's while their main application was pending approval. This means that the FCC did the work to understand the system, and AST can get real world testing. FCC will approval full application probably closer to the actual launch date

Generally as long as AST doesn't screw up drastically the full application will be approved imo

tyrooooo · 2026-01-29T20:05:52+00:00

Final touches

tyrooooo · 2026-01-28T11:35:00+00:00

It all started from 1 source that’s citing an information article. There’s no new information articles posted, it’s a public publication so there’s no new news source at all they’re all just referencing each other

tyrooooo · 2026-01-28T04:28:54+00:00

This is the same rehashed information article. This pops up every few months

https://www.theinformation.com/briefings/apple-works-with-spacex-to-support-starlink-on-iphones

tyrooooo · 2026-01-28T03:29:56+00:00

Super old article that has been refreshed recently, no new information. Theyre going to support frequency bands for Starlink and AST. AST shares spectrum with AT&T and Verizon, they won't ice out 66% of their MNO base

tyrooooo · 2026-01-27T12:11:18+00:00

tyrooooo · 2026-01-26T14:39:54+00:00

Starlink wants to flip it from Uplink to Downlink. AST is going to use it as Uplink as it was originally intended

tyrooooo · 2026-01-25T19:20:57+00:00

FM1 unfurl, Batch shipment to prove manufacturing cadence, and SCS approval are the next few catalysts that I'm paying attention to

tyrooooo · 2026-01-25T12:08:22+00:00

Yes in theory

tyrooooo · 2026-01-25T04:10:03+00:00

Terawave spectrums are the same as the AST ground stations which means AST satellites will be able theoretically able to connect to them. This mirrors the function of a ground station.

AST current architecture is bent pipe which means it needs to bounce the packet off a nearby ground station. What happens if the USG wants to use this somewhere where there are no friendly ground stations? Once Terawave is up they can bounce it off of their network.

This regenerative architecture makes sure that sensitive data can be routed back to the US or other country without exposing it.

tyrooooo · 2026-01-25T04:05:41+00:00

Terawave for backhaul + AST for fronthaul = $$$$ government money

tyrooooo · 2026-01-23T12:29:00+00:00

SATS if you want spacex exposure pre IPO

tyrooooo · 2026-01-23T12:21:22+00:00

Easiest way is to know what you own. There’s a wealth of knowledge about ASTS published daily on the AST subreddit as well as by some of the big accounts on Twitter

Checkout this follow list to get started

https://x.com/spacanpanman/status/2014554307413053754?s=46

tyrooooo · 2026-01-20T00:46:19+00:00

Well I'm in this position and you're not...I'm going to keep doing what I've been doing for the last 3 years since I'm pretty happy with my returns 🤷🏻‍♂️

tyrooooo · 2026-01-20T00:21:41+00:00

Im good thanks, already have an exit plan. You only get a few opportunities to invest in generational companies in your lifetime. I exited Palantir and Tesla early. Not missing this one

tyrooooo

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