All opinions are my own and may not reflect those of my employer. Any mention of stocks is pure speculation and not financial advice
San Francisco, CA
Joined July 2009
- Tweets1.4K
- Following8.7K
- Followers8.1K
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Hey @ATT, you and $ASTS pulled off the tower-to-satellite handoff. Now open the beta and tell us where we can try it. Even if I only get 4–6 minutes of coverage an hour beyond the last cell tower, that’s 4–6 minutes more than I have right now. Sign me up. 🛰️
🛰️🧇 @ATT & @AST_SpaceMobile 🅰️chieved an industry first: a successful handoff between a terrestrial cellular network and a direct-to-device satellite network. With @ericsson & @nokia technology, the milestone brings satellite connectivity on everyday smartphones closer to commercial service.
The updated LinkedIn posting removed the phrase saying that the next generation is even bigger than Block 2. I’m curious what that was removed. Any ideas?
$ASTS
YIKES!!!!
BLUEBIRD DELUXE 🤷🏻♂️
1) Confirmation of next generation BIGGER array
2) Lanham, MD office moving to Arlington, VA in Q2 2027
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$ASTS Any guesses? Are BlueBird satellites being designed to perform AI inference or other computational workloads in orbit, or does AST's AI strategy primarily involve optimizing its communications network and transporting data for AI applications?
AST SpaceMobile Advances Service Readiness Ahead of Initial Space-Based Cellular Broadband Coverage in Key Global Markets
businesswire.com/news/home/2…
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Looking for launch updates for they are announced. 🤣
$ASTS SpaceMob DD is wonderfully insane. One sold-out hotel near KSC and suddenly we’re doing forensic accounting on Marriott inventory. 😄
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Congratulations to the entire AST SpaceMobile team. 🚀👏
Another convoy is on the move.
BlueBirds 14, 15, and 16 have left our Texas facility and are on the road to Cape Canaveral.
Next stop: orbit. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
The largest commercial communications arrays ever deployed in low Earth orbit. A scalable platform to deliver space-based cellular broadband connectivity directly to standard phones, support secure government applications, and deliver a new third layer of connectivity.
In Midland, Texas, production continues to advance through BlueBird 50, with more than 20 spacecraft structures now being integrated as part of our assembly process.
One constellation. Connectivity. Resilience. Security. Built in Texas. 🇺🇸🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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Three more satellites. One giant leap toward a world without cellular dead zones.
Congratulations to the entire AST SpaceMobile team on another successful launch and another major milestone toward a global space-based cellular broadband network. 🚀📡 $ASTS
AST SpaceMobile Announces Successful Orbital Launch of BlueBirds 11, 12, and 13
businesswire.com/news/home/2…
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$ASTS Satellite count alone is a misleading comparison. One AST Block-2 has roughly 36× the communications array area of a Starlink D2D satellite and could deliver 20–40× more direct-to-device radio capacity. Different architectures, very different capabilities.
$ASTS: Total Comms Array Size of Constellation vs AST Block-2 Satellite
Globalstar 25 sats ~400 sqft
= 0.17x Block-2 BlueBird sat
Iridium 66 sats is 3,450 sqft
= 1.4x Block-2 BlueBird sats
Starlink DtC 650 sats is 43,450 sqft
= 18x Block-2 BlueBird sats
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🚀 Orbital data centers are no longer science fiction.
Blue Origin is arguing that space-based compute could benefit from:
• Constant solar power ☀️
• Passive cooling ❄️
• Independence from terrestrial infrastructure 🌎
The next decade in space is going to be wild.
🚨🚨 Blue Origin - FCC Docket SAT-LOA-20260310-00118
Blue Origin, LLC submits a consolidated opposition and response to comments filed against its application for authority to launch and operate its Project Sunrise orbital data center system. Blue Origin argues that the opposing comments mischaracterize the regulatory framework, raise issues outside the FCC's jurisdiction, or rely on speculative assertions. They request the FCC to grant their application, highlighting the benefits of orbital data centers, including constant solar power, passive radiative cooling, and independence from terrestrial resources. Blue Origin contends that the FCC possesses sufficient authority to grant the application and that requested waivers are consistent with precedent. They commit to mitigating impacts to optical astronomy and compliance with existing rules. They state the public interest favors the application, as it advances American leadership in space and AI.
🔗 fccalerts.com/api/pdf/60987f…
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Congratulations team. $ASTS #ConnectingtheUnconnected
🤖 Made with AI
BlueBirds 8 and 10 have officially arrived at Cape Canaveral.
Next stop: the launch pad. 🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀
Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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Practically every mobile phone plan in America will soon have space-based cellular broadband. $ASTS
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Massive Validation of ASTS’s Core Thesis
The biggest telecom companies in America are publicly saying:
* satellite-to-phone is essential infrastructure
* dead-zone elimination is inevitable
* D2D becomes part of the national wireless stack
* hybrid networks are the future
$ASTS
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Thank you @AST_SpaceMobile!!! This is a huge accomplishment and unlocks the path to commercial service.
FCC Grants AST SpaceMobile Commercial Authority to Deliver Direct-to-Device Cellular Broadband from Space Advancing Nationwide, Resilient Cellular Broadband Connectivity in the United States
businesswire.com/news/home/2…
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$ASTS: 🚨 GOLDEN DOME UNLOCKED - AST SPACEMOBILE SELECTED AS PART OF MISSILE DEFENSE AGENCY'S THIRD TRANCHE "SCALABLE HOMELAND INNOVATIVE ENTERPRISE LAYER DEFENSE (SHIELD)"
Following the initial tranche of 1,014 awards announced December 2, 2025 and the second tranche of 1,086 awards announced December 18, 2025, the Missile Defense Agency (MDA) has made an additional 340 awards under the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) Multiple Award Indefinite-Delivery, Indefinite-Quantity (IDIQ) Contract.
A list of awardees is attached along with their respective contract number.
sam.gov/workspace/contract/o…
Congratulations and thank you for such an amazing 2025. Laying foundations is the hardest—and most important—part.
Global MNO alignment, U.S. manufacturing scale, and spectrum readiness set the stage for what’s coming next.
2026: more BlueBirds, real services, real impact. 🌍📱🚀
2025 - a year of execution, laying the foundation for scale.
We strengthened global partnerships, expanded U.S. manufacturing, and built a robust spectrum portfolio to support rapid growth ahead. 2026 will bring more BlueBirds to orbit, and the start of space-based cellular broadband services with our mobile network operator partners. 🚀
Happy New Year from the AST SpaceMobile team 🌎📶📱
#ASTSpaceMobile #ConnectingtheUnconnected
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BlueBird 7 is on the way to space.
Same design as BB6.
Dozens more already in the pipeline.
Turns out execution beats skepticism. Every time. 🛰️🔥What’s up Doc? $ASTS
BlueBird 7 has left the factory and is headed to space! Next stop: Cape Canaveral, Florida🚀🚀🚀🚀🚀🚀🚀
Identical to BlueBird 6, BlueBird 7 will also be the largest commercial communications satellite ever launched into low Earth orbit. This marks another milestone as we continue executing our launch and production cadence—bringing us one step closer to connecting the unconnected globally with space-based cellular broadband.
Meanwhile, BlueBirds 8–25 are in various stages of assembly, integration, and testing at our Midland facility. We remain on track to launch 45–60 satellites by the end of 2026!
#ASTSpaceMobile #BlueBird7 #ConnectingTheUnconnected
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$ASTS closed above $75, which means the Dec 19 $75 call expired in-the-money and assignment is happening tonight.
The short just turned into real exposure — the back 200m just got expensive.
The back 200m is where fatigue hits, form breaks, and the race is actually decided. Way to go $ASTS
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There’s nothing else like the $ASTS SpaceMob. Simply the best.
$ASTS Open Knowledge. Shared Understanding.
No politics. No sides. No agendas.
For too long, access to critical information was filtered, restricted, and sold by a small group that decided what mattered and what didn’t. That model no longer works.
The Sp🅰️ceMob believes information works best when it’s free and transparent. When people can see the raw data, the filings, the math, and the constraints, they can think for themselves and reach their own conclusions.
This isn’t about telling anyone what to believe. It’s about giving everyone the same starting point.
We share what we learn openly not to shape outcomes, but to raise understanding. If you’re willing to put in the effort, the information is there.
Our Commitment
No gatekeepers.
No paywalls.
No narratives.
Just first principles, logic, and open discussion.
Know what you own™️🅰️🦾🫎🧇
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Imagine thinking ‘up to’ is a red flag when the company literally increased payload options, added New Glenn, added ISRO, raised processing power 10×, and expanded Block 2.
That’s called an upgrade, not a downgrade. $ASTS
"Up to" and "over time" are such useful phrases when you don't want to admit how far short you've fallen compared to original guidance...
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