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Our sources confirm that @JimTuscaloosaAl has followed @finebaum since grade school.
See "Jim" in the photo below:
Finebaum F🅰️n retweeted
Texas beat Tennessee
Tennessee beat Auburn
Auburn beat Georgia
Georgia beat Alabama
Alabama beat Kentucky
Kentucky beat LSU
LSU beat Miss State
Miss State beat Mizzou
Mizzou beat Florida
Florida beat Texas
…and that’s just part of the SEC Story
Finebaum F🅰️n retweeted
American operators hold ~1,000 MHz of low and mid band spectrum, tunable on the @AST_SpaceMobile network. With our current satellites in orbit and in build, our United States partners will access critical low-band and mid-band spectrum that no one can match!
When combined with the mobile network operators' extensive spectrum assets, and in combination with AST SpaceMobile controlled 45 MHz of L-band spectrum, users will see peak data rates of nearly 200 Mbps from the largest-ever satellites in low Earth orbit.
Together we are making the strongest, most resilient, AI ready networks on the planet. 🇺🇸 🌎📶📱🤠
Finebaum F🅰️n retweeted
$ASTS 🚨🐂 Follow the smart money! Institutions LOADED UP last quarter more than 30 MILLION shares added by the funds shown here alone! 🤯
Morgan Stanley: +4.12M
Marex: +3.58M
Jane Street: +3.56M
Norges Bank: NEW +3.33M
Vanguard: +3.32M combined
UBS: +2.06M
Goldman Sachs: +1.56M
BlackRock, State Street, VanEck and many more were buying too.
While retail watched the volatility, Wall Street accumulated the future of global connectivity. Know what you own®️.
🅰️🔥📈
Finebaum F🅰️n retweeted
$ASTS: This is a big nothing burger that has been going on for years and doesn't deserve a post, but as an attorney I feel I must address. Here is the timeline:
- 2020: AST Files Federal Lawsuit and Delclaux files a counterclaim alleging a Counterclaim for breach of contract related to unpaid finders fees -- the same claim that is allegedly "news" today.
- 2025: The District Court GRANTS $ASTS summary judgment on Delclaux counterclaim, meaning that AST defeated the claim, which, again, is the same claim that was PR'd today.
- July 2025: The case is appealed the appellate court says wait a minute I don't think the district court ever had jurisdiction over the case. So the appellate court vacated (voided) the judgment in AST's favor on jurisdictional grounds and dismissed the case. Basically, because the case wasn't supposed to be in federal court, the judgment should have never been issued in the first place and it is void.
- Today: Apparently, Delclaux wants to go at it again and filed the same breach of contract claim. This time, they filed it in Florida state court.
In sum, this case has been going on for six years. AST won the first version of the case, and now it has to defend against the same claim in the second version of the case. This is truly a nothing to see here PR and it is strange that it was even posted in the first place.
$ASTS: Delclaux partners is suing AST SpaceMobile for $15M in unpaid finder’s fees.
It may create legal costs and distraction, but mostly noise.
📰 NEW: FCC Plan Could Connect Everyday Gadgets to Space Satellites
“Federal regulators are taking steps to expand how everyday wireless gadgets interact with satellite networks, aiming to merge space technology with everyday consumer tech.” 🛰️ bbcmag.com/fcc-plan-could-co…
I'm calling the $ASTS bottom at $68.77 and I am all in for the ride to the moon. Who's with me?
Finebaum F🅰️n retweeted
Watch Falcon 9 launch the @AST_SpaceMobile BlueBird 11-13 mission to orbit xitter.cf/i/broadcasts/1RJjppmjY…
$ASTS ALL IN.
What she said.
$ASTS fell ~16% AH on the word “dilution.” The market read the headline. Almost nobody read the structure.
There are two kinds of dilution. One funds the burn: shares sold at the low because the company has no choice. The other buys the bottleneck: long-dated capital that attacks the one constraint holding the thesis back. Today was the second kind, and the term sheet says so five different ways.
→ $1B convertible due 2034. Seven and a half year money. Not one share sold at $56.
→ Converts at a premium to be set at pricing. Dilution only happens meaningfully higher.
→ Management is spending part of the proceeds on capped calls, real cash whose only job is pushing the effective dilution price higher still. Companies that don’t care about shareholders skip that line item.
→ Settlement at the company’s election: cash, shares, or mix. If the thesis works, they can pay 2034 in dollars, not paper.
→ Institutions asked to eat $1B of unsecured ASTS credit. They said yes.
And the key is the use of proceeds: securing additional access to orbit and cutting reliance on third-party launch. Their launch provider is also their direct competitor. And it’s about to IPO. You do not want your supply chain owned by the company you’re disrupting. This is $1B of independence.
Why the ugly tape anyway? Convert buyers short the stock on announcement to hedge. That flow is mechanical, indifferent, and temporary. Flows, not verdict.
Read term sheets, not headlines.
Yes, bad timing today.
Long 🟠 $ASTS
Finebaum F🅰️n retweeted
BlueBird 11 arrives at Cape Canaveral.
BlueBirds 12 and 13 will be following shortly. Next stop, orbital launch in the first half of August.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
Execution in motion. Manufacturing at scale.
Built in Texas. Broadband from space. A market we invented. 🌎📶📱🇺🇸
#ASTSpaceMobile #Broadband #ConnectingTheUnconnected #BlueBirds
Finebaum F🅰️n retweeted
Execution in motion.
Another delivery to Midland. In the world's largest cargo aircraft, for the world's largest satellites in low Earth orbit.
BlueBirds 8, 9, and 10 are in orbit and operational; 11, 12, and 13 are next. Satellites in production through BlueBird 37.
Nearly 60 mobile network operators. Over 3 billion subscribers. World's first space-based cellular broadband network. Designed to connect directly to everyday smartphones.🌎📶📱🇺🇸
Built in Texas. Broadband from space. A market we invented.
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
Finebaum F🅰️n retweeted
I had no idea that Sophie Cunningham was a black belt in taekwondo!
This explains why the racist black lesbians in the WNBA don't want to mess with her!
Finebaum F🅰️n retweeted
$ASTS: 🚨🇯🇵 RAKUTEN AND AST SPACEMOBILE TO ESTABLISH NEW JOINT VENTURE TO PROVIDE MOBILE BROADBAND SERVICE IN JAPAN
New joint venture follows similar AST SpaceMobile approaches in US and Europe
US JV: AT&T, Verizon, T-Mobile
Satellite Connect Europe JV: Vodafone, Orange, Telefonica, Telenor, CK Hutchinson
・Rakuten and U.S. ASTS to Establish New Satellite Business Company in Japan
・Deploying Satellite Communications Directly Connecting to Smartphones
・Timeline: To Be Formed Within 2026
・Investment: Nearly Equal Shares
・New Structure to Facilitate J-LEO project?
・Establishment of Joint Venture could allow other MNOs, such as KDDI, NTT DoCoMo and Softbank, to join AST SpaceMobile ecosystem
$ASTS 楽天×ASTSpaceMobileが新会社設立へ🛰️
KDDIスターリンク陣営と日本の宇宙通信で対抗。
・楽天と米ASTSが日本で衛星事業の新会社設立
・スマホと直接つながる衛星通信を展開
・時期：2026年内
・出資：ほぼ対等
KDDIなどライバル3社が使うスペースXのスターリンクに対抗するための一手。三木谷社長の反撃で宇宙通信争いが面白くなってきた🇯🇵J-LEOに向けて争いが激化。
nikkei.com/article/DGXZQOUC2…
