AI & Markets. Former investment banking & asset management | PhD
Joined May 2025
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$ASTS BULLS ARE FINALLY FIGHTING BACK.
$43.31 | +2.39%
Intraday high: $44.85
Volume: 9.14M shares
The stock is holding above $40, and buyers are pushing it higher.
Volume is building, but still below the 15.6M daily average.
Next test: reclaim $45 with conviction.
Momentum is returning. Let's see it stick.
$ASTS: Is the bottom finally in?
After a brutal selloff, the chart is showing higher lows, higher highs, and three consecutive green candles.
Selling pressure appears to be fading. The next test? Breaking resistance with stronger volume.
A potential trend reversal is forming. Confirmation is still needed.
Bulls, this is your moment to prove it.
$ASTS Green in red market. What a day. What a relief. Enjoy the rebound. Hope this lasts.
$ASTS: WALL STREET IS WATCHING THE CLOCK.
BlackRock disclosed a 5.4% stake. But today's real story is execution.
BB14–16 launch dates remain unconfirmed. The FCC meets today. Earnings are Nov. 9.
The bull case is intact. The market wants proof.
Next catalyst: satellites in orbit.
$ASTS JAPAN: THE REAL STORY IS RAKUTEN'S COVERAGE GAP.
Japan's ITmedia reports:
• 11M+ Rakuten mobile lines
• Coverage still trails rivals
• KDDI roaming sharply reduced Oct. 1
• AST satellite service targeted for Q4
My take: AST isn't just an add-on. It could become a strategic coverage solution for Rakuten.
Execution is everything.
$ASTS get that ready!
Today our team lifted and installed New Glenn's second stage (GS2) at @NASAStennis. The vehicle was tandem lifted from its cradle using the Main Derrick Crane at the historic B-2 Test Stand to lift the forward end, while a mobile tailing crane simultaneously lifted the aft end. GS2 was shifted to a vertical orientation, lifted 218 feet above ground, and lowered into the B-2 test position. A great example of what Team Blue and our NASA partners can accomplish together. Final preparations for our first hotfire test are ongoing.
AItuninglab retweeted
$ASTS WHY THE SILENCE ON BB14–16? THE SEC FILINGS OFFER A CLUE.
SpaceX's launch VP says Florida faces a six-week gap before its next Falcon 9.
Meanwhile, AST has yet to clarify the launch vehicle or date for BB14–16.
I examined AST's SEC filings. Here's what matters.
1. THE NDA IS REAL.
AST and SpaceX signed an NDA in 2018.
Section 8 of their 2022 Multi-Launch Agreement requires mutual consent for public announcements relating to the agreement or launch services.
That consent cannot be unreasonably withheld or delayed.
2. SPACEX HAD CONTRACTUAL CONTROL OVER KEY LAUNCH DECISIONS.
Under Section 2(b), SpaceX could select the launch vehicle for certain additional launch reservations after consultation with AST.
That is not the same as AST having unilateral control over its launch schedule.
3. BUT HERE IS THE CRITICAL DETAIL.
A February 2023 Launch Services Agreement superseded the 2022 agreement.
We cannot assume the old NDA and publicity restrictions govern BB14–16 today.
The current contractual terms have not been established from these filings.
SO WHY IS AST SILENT?
Contractual confidentiality is one possible explanation. Launch-provider scheduling uncertainty is another.
But neither has been confirmed as the reason for AST's silence.
MY TAKE:
Investors deserve clarity on launch readiness, vehicle assignment and scheduling risk.
The SEC filings explain why AST might face disclosure constraints. They do NOT prove AST is legally prohibited from speaking.
$ASTS needs transparency, not speculation.
Sources: AST SEC filings (2022, 2023); Florida Today (Oct. 27, 2026).
$ASTS WHY THE SILENCE ON BB14–16? THE SEC FILINGS OFFER A CLUE.
SpaceX's launch VP says Florida faces a six-week gap before its next Falcon 9.
Meanwhile, AST has yet to clarify the launch vehicle or date for BB14–16.
I examined AST's SEC filings. Here's what matters.
1. THE NDA IS REAL.
AST and SpaceX signed an NDA in 2018.
Section 8 of their 2022 Multi-Launch Agreement requires mutual consent for public announcements relating to the agreement or launch services.
That consent cannot be unreasonably withheld or delayed.
2. SPACEX HAD CONTRACTUAL CONTROL OVER KEY LAUNCH DECISIONS.
Under Section 2(b), SpaceX could select the launch vehicle for certain additional launch reservations after consultation with AST.
That is not the same as AST having unilateral control over its launch schedule.
3. BUT HERE IS THE CRITICAL DETAIL.
A February 2023 Launch Services Agreement superseded the 2022 agreement.
We cannot assume the old NDA and publicity restrictions govern BB14–16 today.
The current contractual terms have not been established from these filings.
SO WHY IS AST SILENT?
Contractual confidentiality is one possible explanation. Launch-provider scheduling uncertainty is another.
But neither has been confirmed as the reason for AST's silence.
MY TAKE:
Investors deserve clarity on launch readiness, vehicle assignment and scheduling risk.
The SEC filings explain why AST might face disclosure constraints. They do NOT prove AST is legally prohibited from speaking.
$ASTS needs transparency, not speculation.
Sources: AST SEC filings (2022, 2023); Florida Today (Oct. 27, 2026).
$ASTS I understand the frustration over Falcon 9 launch uncertainty and the company's silence.
But selling now? I'm not convinced.
AST has funding, Blue Origin remains an alternative, and competitors can't replicate years of progress overnight.
Delays hurt. They don't erase what AST has built.
NFA. DYOR.
$ASTS WHAT IS THE PLAN FOR BLUEBIRDS 14–16?
With reports of a six-week SpaceX launch pause in Florida, investors deserve answers.
Are BB14–16 launching on Falcon 9 or Starship? Is the schedule affected?
We need confirmed launch dates and vehicles, not more uncertainty.
AST, please communicate.@AST_SpaceMobile
$ASTS BREAKING: @AST_SpaceMobile added the Business Checkmark to the handle. Maybe this means they are getting serious about PR.
$ASTS IS THE TIDE FINALLY TURNING?
Up 7.6% today!
After weeks of relentless selling, failed rallies, and frustration, could this finally be the turning point?
The bulls are fighting back. Now we need to hold these gains and build momentum.
Let's make this the beginning, not another fakeout.
