SpaceMob (Specul🅰️tor in Chief)
@AST_SpaceMob
Followers
2,607
Following
134
Media
575
Statuses
2,527
A loud mob, passionate about a communications revolution. Not officially affiliated with AST SpaceMobile. Worldclass speculator and risk connoisseur
Midland, TX
Joined August 2021
Don't wanna be here?
Send us removal request.
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Pinned Tweet
You landed here because you wanna know what this whole Sp🅰️ceMob thing is about
Well, there's no TL/DR for $ASTS
you are just going to have to read this exhaustive report for better coverage than any analyst
And at the end
You too will probably join the 🅰️ team
As new investors discover $ASTS, it is time to welcome them into the fold and share the complete collection of
#hardcoreDD
. Spread it far and wide. "This the DD"
Go to the link to download the full document
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Barclays reiterated their twelve month $ASTS $15 price target.
Notably and in the small print, they upgraded their "upside" PT to $50 (from $38)
Let's go with that one please
$4.63 --> $50
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$ASTS
Get used to seeing these beauties all over mainstream media
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For anyone who might be criticizing the $ASTS SpaceMob for being so amped while still being down about 50% from deSPAC...
It's because we know that the tide has finally changed
And it's time for
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$ASTS
FIRST time I have EVER seen SpaceMobile print higher than Starlink.
🔴 Bienvenidos al futuro: la primera y única red de banda ancha móvil por satélite.
Desde Vodafone y
@AST_SpaceMobile
estamos listos para probar los servicios voz y datos directamente desde el espacio e impulsar la conectividad por satélite en zonas rurales, remotas y marítimas
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Please excuse us if we come off as obnoxious or cultish today or over the next decade
It is difficult to contain our passion to those making passing judgements on the technology we've spent countless hours researching and that we KNOW will radically change the world
#Spacemob
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My $ASTS earnings summary:
Funding overhang gone for a while
Block 1 Q1 launch still on track - commercial service as soon as 3 months after
Government use for Block 1
Reiterated multiple times that the FCC won't slow down their commercial service timelines
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$ASTS
New profile pic!
$ASTS: Holy $#@$!
@ATT
just came out with this sick commercial featuring
@BenStiller
,
@JordanSpieth
and
@AST_SpaceMobile
! This ad will be running nationwide.
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$ASTS may be further along than they let on...
Our man
@ColRetLSpencer
, who works specifically on the DoD side of AT&T, says "Everything up and running __AT SCALE__" in response to a Navy SATCOM expert who posted on LinkedIn about commercial 5G satellite tech
h/t
@koentraoS
$ASTS been sandbagging on their production development
Releasing this video is saying that they are far enough along that they don't care to hide their progress anymore
IMHO, you hide your progress when you have a huge lead
Or are working with the military
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$ASTS
Reminder that that pullback from $5.77 to $4 seemed pretty scary at the time
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AT&T head of towers says, "If the tests using the first six satellites enable us to gain full confidence in the network, then we’ll say let’s launch the rest of the constellation”
👀 "LET'S" 👀 as in, we just bought 5, let's buy 40 more
$ASTS
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$ASTS
$ASTS: Bloomberg out with story on AT&T commercial agmt "AT&T Strikes Space Broadband Deal in Challenge to Musk's SpaceX"
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$TMUS - Tell us you're scared of $ASTS without telling us you're scared
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$ASTS just got the Inverse Cramer kiss 😘. A reminder that he last gave $ASTS a 👎 was on 8/2/22
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To all the impatient $ASTS investors who keep pestering the company about launch date in replies,
maybe, just maybe...
They want to keep that $100 million convoy from Texas to Florida of state-of-the-art military technology a secret?
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@AST_SpaceMobile
Maybe, just maybe, orchestrating the world's most complex commercial agreement negotiations between 40+ telecoms simultaneously while navigating FCC bureaucracy and vendor supply issues takes a little time and causes some delays
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1/n
We are the $ASTS SpaceMob.
Follow this handle if you are actively repping the🅰️ (Long term HODLer)
Daily whale options flow ($25K+) will be posted here as well.
Also, see below for links to DD threads from the mob (DM with thread link suggestions)
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Deep inside
I really resent all you out there
who got to skip two years of pain,
and opportunity cost,
by waiting till now to invest in this revolutionary company
AND you get half the cost basis of mine
But all are welcome in The Mob,
I promise I won't be salty
$ASTS
BlueWalker 3 initial transmission testing at Midland, Texas has begun. We are working to make cellular broadband from space a reality!
#5G
📶🤠🚀🚀🚀🚀🚀🚀🚀🚀
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$ASTS
Happy belated birthday 'Murica.
-Abel
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$ASTS SpaceMob going into the weekend like...
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Friendly reminder that a few weeks ago, the FCC undated its $9B rural 5G fund with a minimum of 7Mbps speed qualification, and 35 median
With 10mhz of spectrum and ASICs, we got that on lock
$ASTS
Super cool
- 5G to space
- stock smartphone
- 14 Mbps download
>> First Ever 5G To Space: 14 Mbps Between Smartphone and Satellite Equals Competition For Starlink
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$ASTS
"That is a really powerful message to governments...
you want to support a space-scaler, become a customer of a space-scaler...
and who's putting their money where their mouth is?
...Is that classified information?"
🥱🫢🙂😏😉😘🫢🤫😎
$ASTS: Abel speaks on another panel at FII Saudi Arabia. Interestingly states that they'll be announcing some very interesting "newcomers" as investors soon. You can check it out at minute 9.
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And a very simple analogy to help understand OTFS and $ASTS
OFDM is a 2D grid of streets
OTFS is that grid with flying cars
The Poe SpaceMobileBot's explanation of OTFS significance to $ASTS
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$ASTS Mob OG
@NomadBets
getting used as source material
Get used to seeing that kind of thing
$ASTS - AST SpaceMobile: Short-Term Driven By Milestones, Long-Term Backed By Large Customers
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$ASTS
This Endless Rally is ready for its next parabolic leg, but only if the current SpaceMobbers out there would just
For anyone who might be criticizing the $ASTS SpaceMob for being so amped while still being down about 50% from deSPAC...
It's because we know that the tide has finally changed
And it's time for
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$ASTS
So the 693 ft² test bed satellite achieved 10 Mbps at 3 bits per hertz...
What will the 100X more powerful, 2,500 ft² version achieve?
Breaking news: Another world-first achievement for
#ASTSpaceMobile
! Using
@ATT
cellular spectrum, we connected everyday smartphones to our BlueWalker 3 test satellite and recorded 4G LTE download speeds of >10 Mbps. Read more about this historic feat here:
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$ASTS
Nice catch by
@HurtleyCharles
Happy
#FourthofJuly
!
As we celebrate
#IndependenceDay
, we are grateful for the first responders working hard to ensure we have a safe and fun holiday. Thank you for all you do. 🎆
#July4th
#FirstResponders
#PublicSafety
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$ASTS SpaceMobile will bring at least 1/4 of global population $1-10 per month 5G
to ordinary unmodified cell phones
On mountain tops, in the desert, on cruise ships
AT&T, Vodafone, and Rakuten are hyped Transhumanica has the best research report
Satellite-to-phone race heats up with voice calls and cross-Canada access
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Immediate and free mass-marketing
$ASTS
An updated presentation says users will receive a pop-up about connecting to satellites the moment they're outside of ground-based cell coverage.
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Informative paper that you should definitely DL and read, but...
Fundamental difference in payload architecture between the top two is glaring omission
And Starlink V2 direct-to-cellphone will not do "broadband" like $ASTS, and even their SMS will NOT be operational in 2024
1/
New
@5GAmericas
update on
#5G
and non-terrestrial networks provides current info on
#broadband
#IoT
and direct-to-cell partnerships between
#wireless
and
#satellite
operators.
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Willi🅰️m Townsend
My Twitter/Xverse 🫣 has been waiting for this
@ForbesTech
contrib of my tour of
@AST_SpaceMobile
& here it is - thanks to
@ATT
for helping make it happen as the first media/ analyst pro to be granted access to the
#LEO
#SatCom
company's inner sanctum
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$ASTS
It's not how many shares in one's portfolio
That qualifies you to be in the
#SpaceMob
But how much space in one's head
@NomadBets
I am but a minnow in this chat group of whales,
But I am also a proud papa of The Mob
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And you're telling me all of these guys are going to do the advertising for us...?
Democratizing access to knowledge and information together with the wireless industry leaders to meaningfully impact billions of lives! Building the first and only space-based cellular broadband network.
#5G
📶🌐
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Hey $ASTS SpaceMobileBot, was there news today and what is its significance?
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After reading this, iIf you were betting any amount of money that $ASTS wasn't going to get a healthy chunk of FirstNet's giant budget, you'd be crazy
@AST_SpaceMobile
@AbelAvellan
$ASTS. As I have said, there will be plenty of clues of the relationship with
@FirstNetGov
. This is the first confirmation I have seen of testing using High Powered User Equipment (HPUE). I suspect we will get more details eventually. Keep your 👀on the🏆!
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If you are looking for the best asymmetric risk/reward investment on the market, read this: , then park some $ASTS in a Roth IRA
***WARNING*** This DD comes with a sever risk of joining the
#SpaceMob
, of more rabbit-hole DD, and generally becoming obsessed
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$ASTS
SEC form 8K incoming...
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$ASTS
Towers are expensive. Waffles are cheap
Vodafone has sold its 18.0% stake in Indus Towers.
Discover the full story below ⤵️
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$ASTS
Imagine a windfall investment leading to a production rate fast-forward
In the scope of technological change - this technology could "turn on" relatively overnight for 2.8 billion people
For U.S. emergency services, agencies, and the military, the stakes couldn't be higher for having broadband connectivity in rural or remote regions.
See how AST SpaceMobile aims to close crucial connectivity gaps for Americans who put their lives on the line. 👇▶️📶
#5G
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Good looking team right there...
$ASTS
$T 🧇 $NOK
$VOD
Proud to represent exclusively our partner
@AST_SpaceMobile
at
@nokia
booth in
#LEAP24
in Kingdom of Saudi Arabia. Mobile connectivity from space directly to normal smartphone.
#4G
#5G
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$ASTS
Big respect to Dano on this great interview.
The Next Era Of Satellite Phones, With Mike Dano Living In The Future podcast
thanks
@Captain2Phones
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@AbelAvellan
Subtext: "I'm not so worried about testing results for BW3 - I'm focused on how to make a ton of really badass Bluebirds after test results show what I already know they will show"
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$ASTS
2.5 Mbps on 5 MHz implies at least 28 Mbps down/ 5 Mbps up on the expected normal 10 MHz for commercial service
AND
That's if the future says weren't gonna use bigger arrays and more powerful ASICs
Which they are.
SPACEMOBILE WILL BE SEAMLESS CONNECTIVITY
Meow-wow!
2.5 mbps in the uplink on 5MHz 😻
Twice of what I expected.
Excellent!
$ASTS
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That's the very-bullish-on-LEO-development FCC Space Bureau head Julie Kearney probably asking, "So how do we avoid another fiasco like when Elon played Military General with Starlink service to Ukraine"
---> $ASTS
MNO's have full control of which cells are turned on an which are turned off. Off couse they do!
@nokia
representing $ASTS. 👀
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$AMZN was initially just an online bookstore
$RTX started with just refrigeration
$LMT Just seaplanes
$GOOGL just internet search
$NVDA just gaming GPU's
$MMM just sandpaper
$ASTS will always be just a commercial satellite broadband company🙃
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One of the more researched articles I've seen about $ASTS SpaceMobile's most recent news. Keep up the great work
@arstechnica
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$ASTS
SpaceMobile is INTERNATIONAL
Abel has a truly INTERNATIONAL team
The INTERNATIONAL Telecommunications Union picked well
AST SpaceMobile's Abel Avellan Appointed Commissioner to the ITU/UNESCO Broadband Commission
$ASTS
#ASTS
#ASTSpaceMobile
@AbelAvellan
@UNBBCom
#UnitedNations
#Broadband
#SatelliteToMobile
#DirectToCell
#DirectToDevice
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$ASTS
1 year removed from this banger by
@WillTownTech
and yet he's still the only journalist that really gets it
1) There is a MAJOR space race going on between a David and a Goliath
2) Goliath is taking cracks from David🤠
The Low Earth Orbit Satellite Space Race: Starlink Versus AST SpaceMobile
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$ASTS
He ain't wrong...
$ASTS
Interesting AH news about the FCC partial approval. As always, I don't pretend to know or understand anything about the regulatory world so I'll let the policy wonks battle out that debate. Here are my notes on positioning...
Sell the news
A first thought would be that
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$ASTS
2032 FCF estimate of $23.8B
1/ $ASTS: Scotia Bank upgrades Price Target to $21.10 from $12.90. "Our $21.10/share estimate remains a conservative target subject to significant upside."
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$ASTS
FirstNet money is coming
That is undeniable
When is the question
So, to recap, Investment by FN is coming - whether tomorrow, August 21st during the 2025 FN budget board meeting, or another future date – it is coming. The only unknowns are, when and how much.
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Lotta the $ASTS mob pretty close to this moment...
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$ASTS tryna connect 20 normal cellphones at once in remote waters off Maui but FCC bogging us down.
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$ASTS vs Starlink DTC
3rd party interference analysis Meme TL/DR
As can be seen ASTs ACLR is 45 dB
At least 20.4 dB better than Starlink upgraded SWARM modems can deliver.
Just 5-6 db delta would be a devastating comparative advantage for SpaceMobile tech and constellation.
It affects area spectral efficiency.
This decides who MNOs choose.
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$ASTS
Seems like a good day to go back and browse all of these bangers by the SpaceMob Chief Meme Officer
MemeThread - A home for my SpaceMobile memes after I post them. Please feel free to steal them, share them, whatever makes you happy.
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$ASTS SpaceMobileBot approves of this message
$ASTS BW3 S-band transmitting advanced waveforms?
Probably nothing.
But as I said before:
Area Spectral Efficiency is key and more degrees of freedom = Higher SE.
@SemperCitiusSDA
Polarization spinning, like a cat.
1/n
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Wake up babe, now has a soundtrack
$ASTS
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Presumably Starlink reps have reached out to every MNO on Earth, gave them a full pitch of their tech, and this is who they could sign...
Meanwhile $ASTS showed off their tech and signed up 40+ representing
TWO BILLION SEVEN HUNDRED THIRTY-SIX MILLION subscribers
SpaceX also name-checked all the operators around the world it is planning to work with for its direct to cell services:
T-Mobile in the US
Optus in Australia
Rogers in Canada
One in New Zealand
KDDI in Japan
Salt in Switzerland
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Lawyers advised
@Starlink
to issue an updated version of the ad after $ASTS investors pointed out a glaring omission...
NEWS:
@SpaceX
has launched Starlink Mini roam in the U.S., which means you can buy Starlink Mini on its own & connect to highspeed internet anywhere with a dish the size of an iPad.
Info:
• $50 per month
• 50GB/mo of Mobile data with portable or in-motion use
• 50GB = 20+
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If you are looking for the best asymmetric risk/reward investment on the market, go ask my AI bot any questions you have about the company or tech at
or read this
*WARNING* This DD comes with a sever risk of joining the
#SpaceMob
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$ASTS
Forgot to post this on Monday...
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$ASTS
So now we know what that smile was about...
AST SpaceMobile Announces New Contract Award with United States Government Through Prime Contractor
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POV:
$ASTS SpaceMob spending all day yesterday caring more about the mail than the shelf or the 15% drop
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Nothing but love and best wishes to you brother. A break can be good for everyone, but make sure to come back!
$ASTS Honestly, I just wish I am still going to be alive see the real success of this company. I might stop tweeting for a while and take a break. I have to focus on my health. Wish the
#SpaceMob
success and bless all of you who supported me along the way. ✌️🧑🏽🚀
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SpaceMobile 5G on the beach in the Philippines 🛰️🇵🇭
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$ASTS OG's who had the cojones to keep buying and spreading the good word all the way down:
$ASTS SpaceMob "pumping" as the stock price goes down is akin to Michael Burry "pumping" his short thesis as the real estate market kept going up in 2007.
One can be very correct, but just early.
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Who's this pumper?
I bet it's another one of those $ASTS bagholding cultist Twitter People?
...Oh.... Nevermind
Up up and away Abel!!!!! Here we go bringing connectivity to EVERYONE!!!
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The $ASTS SpaceMob has some ideas for future
@FirstNetGov
events
Hear us out...
"The FirstNet Knight"
Today, the FirstNet Authority Board approved plans to invest in coverage enhancements for the network. Get the full details here:
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@AbelAvellan
Abel after $AAPL announces partnership with $GSAT to barely do 2G and Starlink to someday also get to 2G...
$ASTS
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$ASTS
Drop a comment if you are an $NPA O.G.
(I'm not - only April 2021)
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$ASTS
#CluelessCult
AT&T starting to play down expectations: years & a dozen plus launches away from commercial service, no idea about business model (ie if it’s possible to charge extra), mostly texting & calling, and seamless handoff is a purely aspirational “best case…eventually”
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POWELL: AST SPACEMOBILE WILL NEVER GO UNDER $4.76 AGAIN
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$ASTS
Stay tuned for the snap
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$ASTS IS OBJECTIVELY THE BEST INVESTMENT IN THE WHOLE STOCK MARKET RIGHT NOW.
Testing Elon's new Twitter... If one of these types of notices don't pop up below this tweet, then you all know this statement is factual
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$ASTS
Our
#Bluebird
satellites have taken off! This launch is about more than just technology—it’s about impact. The first of many, these satellites are set to bring high-speed connectivity to billions, empowering communities and lifting people out of poverty. The future of global
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$ASTS vs
@Starlink
The Low Earth Orbit Satellite Space Race: Starlink Versus AST SpaceMobile
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🚨HUGE!🚨
This is geographically continuous spectrum that very likely has a lot of "excess" capacity
This geographically continuous feature was one of the only advantages of Starlink's MSS spectrum
$ASTS
@CatSE___ApeX___
Not to mention what looks like as you pointed out yesterday 🅰️pproval to use excess FirstNet spectrum for commercially 👀.
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Just a reminder for those of you worried about AST's production capabilities and progress
The ONLY outsider to have gotten a look in person, doesn't seem worried and concludes at the end of the article
which you will read in its entirety
That $ASTS is in the lead in this race
.
@Google
,
@ATT
&
@VodafoneGroup
invest $155M in
@AST_SpaceMobile
- my insights related to
#LEO
sat connectivity & others to watch
@amazon
,
@SpaceXStarlink
@TMobile
@LYNKglobal
,
@Rogers
,
@EutelsatOneWeb
,
@sateliot
in this
@ForbesTech
contribution
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$ASTS
The more redacted the more bullish
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Perfectly said
$ASTS is ---> An entire industry project <----
$ASTS is not a normal start-up. It's an entire ✨industry project✨ backed by most telecom behemoths of which multiple have 100+ employees working on this. Billions of people will soon get a message on their phone with the
@AST_SpaceMobile
name on it.
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$ASTS
This is hilarious
Just letting you know
@CatSE___ApeX___
, that you will now have to do this for all filings on
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$ASTS SpaceMob "pumping" as the stock price goes down is akin to Michael Burry "pumping" his short thesis as the real estate market kept going up in 2007.
One can be very correct, but just early.
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$ASTS
(Second try, RöringKitti (
@CatSE___ApeX___
) made me re-do it, now incl. ATM)
UPDATE! Pretty insane how the prospects turned around completely in 2024. Me, someone who is very careful what I say, feel confident to say that the funding risk is largely been dealt with.
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Don't get me wrong, Starlink is badass and revolutionary and has its purpose,
but this is hilarious...
I'm pretty sure this is actually an $ASTS SpaceMobile ad
Starlink is available on all 7 continents, in over 60 countries and many more markets, connecting 2M+ active customers and counting with high-speed internet!
Thank you to all of our customers around the world 🛰️🌎❤️ →
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@SawyerMerritt
@SpaceX
$100B annually for Starlink.........
What does that imply for SpaceMobile?
ARK gonna be chasing the sheet out of $ASTS in the near future
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Kevin is a wealth of knowledge and a voice of reason, but he is an apologist for short sellers that destroy lives with their FUD. If a company is a scam or poorly run, it won't need shorts to clean up the market - longs will give up
Pour one out for all the victims of $ASTS FUD
$ASTS
Why does the stock just keep slowly trending higher? Here's part of the reason:
Short interest keeps grinding lower, which almost necessarily means that those that are short are buying back shares on a daily basis. When you have someone buying ~300k shares a day, it slowly
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Just a reminder that this thread, at about 20K views, is still wildly under-viewed - as it makes probably the MOST IMPORTANT point regarding $ASTS SpaceMobile's current position in this new space race.
And this was BEFORE 4G LTE speeds were announced
One thing to understand is how much of a huge industry disruption this is. I've read&watched many interviews about D2D and the whole sat-industry is pretending
@AST_SpaceMobile
doesn't exist. I know it wasn't a videocall yet, but I have no doubt we will hear about that soon: 🧵👇
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$ASTS
2/ $ASTS: As we see institutional holdings get updated, it's interesting to note the limited overlap between $AMT and $ASTS. As
@thekookreport
and I discussed, we expect this to change drastically over time as tower investors learn about
@AST_SpaceMobile
and start buying shares.
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