Flo🅰️t Check retweeted
Sobre $ASTS solo os dire una cosa...
$SPCX ha pagado más por espectro en el último año que todo lo que vale ASTS en bolsa.
1-EchoStar: unos 17.000 millones.
2- Grain: unos 8.000 millones
Es decir, unos 25.000 millones de dólares en espectro.
ASTS, a 49 dólares, vale entre 15.000 y 19.000 millones...
Con su fábrica, sus patentes, sus 60 acuerdos con operadoras, su acceso a banda baja ya funcionando desde órbita y su caja de más de 3.700 millones.
Sacar vuestras propias conclusiones
RT @AbelAvellan: American operators hold ~1,000 MHz of low and mid band spectrum, tunable on the @AST_SpaceMobile network. With our curren…
Flo🅰️t Check retweeted
$ASTS: 🚨🇺🇸🇯🇵JOINT STATEMENT ON US-JAPAN TECHNOLOGY PROSPERITY DEAL HIGHLIGHTS AST SPACEMOBILE-RAKUTEN JOINT DEVELOPMENT AND DEPLOYMENT OF LEO SATELLITE INFRASTRUCTURE
The U.S. and Japanese governments are now jointly promoting AST SpaceMobile + Rakuten under the U.S.–Japan Technology Prosperity Deal for the development and deployment of LEO satellite infrastructure. That effectively places AST inside the broader strategic and economic relationship between the two countries.
The significance is that AST/Rakuten is being framed not just as a telecom service, but as infrastructure that can advance economic development, technological leadership, resilient communications and national strategic interests. It seems very clear that the AST/Rakuten JV project aligns with priorities both US and Japanese governments want to see built, funded and scaled.
This fits directly with the broader J-LEO opportunity and AST’s potential access to substantial non-dilutive government-backed capital. Japan wants sovereign, resilient next-generation connectivity, while the U.S. wants trusted American technology deployed across allied markets. AST + Rakuten sits right at the intersection of those objectives — commercial growth backed by strategic alignment at the government-to-government level.
Full PR from US State Department: state.gov/releases/office-of…
Flo🅰️t Check retweeted
$ASTS price target just got raised to $1000
Flo🅰️t Check retweeted
$ASTS This is very interesting 👀This meeting took place the day after the 8K was filed. Abel and Brendan Carr have 2 documented in-person meetings in the past two years.
The White House AI Summit was also Sep. 29 with Meta, Google, etc. Coincidence? Probably so, but worth noting.
$ASTS: 🚨ABEL AVELLAN MET WITH FCC CHAIR BRENDAN CARR TO DISCUSS OPENING ADDITIONAL SPECTRUM FOR DIRECT-TO-DEVICE
AST told the FCC it supports making unlicensed spectrum — including lower 6 GHz — available for D2D, and, “working with its partners,” supports the auction of 1675–1695 MHz.
➡️AST already has access through Ligado to 1670–1675 MHz, immediately adjacent to the proposed 1675–1695 MHz block
➡️My speculation: the referenced “partners” could include AST’s U.S. carrier ecosystem — AT&T, Verizon and potentially T-Mobile / the developing JV structure
➡️Add Ligado L-band + potentially 1675–1695 MHz + Grain’s 800 MHz spectrum, which AST is already testing, and you can begin to see the outlines of an additional purpose-built "third spectrum layer" sitting alongside the MNO’s existing terrestrial networks
Flo🅰️t Check retweeted
Replying to @spacanpanman
Can’t wait for the same crowd to cry and whine when we finish red after the “PR”
Flo🅰️t Check retweeted
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
Flo🅰️t Check retweeted
Replying to @FloatCheck
As soon as $TE starts moving, $12 could come really fast!
Flo🅰️t Check retweeted
Replying to @itskeefis @Reformed_Trader
Flo🅰️t Check retweeted
I’ll go with 500M users and be very conservative.
500M users at $3 ARPU (low end)
$36 a year per user x 500M users = $18B revenue
$18B revenue at 85% margin = $15.3B a year.
This doesn’t include government opportunities, spectrum value, AI compute, etc.
Now slap a multiple on there and tell me what the company is worth.
Flo🅰️t Check retweeted
$ASTS dropped the following in the FCC Docket today. This is equivalent to the similar filing made for Japan. In the filing, AST states they plan to commence operations in UK. The total bandwidth is 5 MHz in both directions with an additional 5x5 MHz for testing.
Flo🅰️t Check retweeted
T1 Energy - Q2 2026 Earnings
$TE 5.91 [+8.1% PM]
✅ Revenue: $250.1M (Est: $188.48M) [+88% YoY]
❌ EPS: -$0.16 (Est: -$0.11)
Additional Metrics:
Adjusted EBITDA: $10.7M
Net Loss: -$44.5M
G1_Dallas Production: 935 MW
Cash & Restricted Cash: $156.4M
Unrestricted Cash: $79.1M
Section 45X Tax Credits Monetized: $39.1M
FY2026 Outlook:
G1_Dallas Production: Expected at higher end of 3.1-4.2 GW range
Q3 and Q4 Production: Expected to exceed Q2 levels
Flo🅰️t Check retweeted
WEDNESDAY’S CPI COULD DELIVER THE NEXT DOVISH CATALYST
HSBC says Wednesday’s U.S. inflation report could push Fed rate hikes further out of market pricing.
The bank expects another benign inflation reading after June’s softer-than-expected print.
If confirmed, HSBC sees Treasury yields falling and the curve bull-steepening as rate-hike bets fade.
That could create a “Goldilocks” backdrop, supporting broad gains across risk assets.
Flo🅰️t Check retweeted
America is extremely rich.
In terms of household final consumption per capita, every state is richer than every foreign country.
Sub in anyone, and they'd be in 51st place. In fact, plenty would even be behind American territories like Puerto Rico.
Flo🅰️t Check retweeted
Successful launch… again!🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 🚀🚀 🚀
Our DC team in full comms with BlueBirds 11, 12, and 13 within minutes, and just confirmed full Nominal Operations.
BlueBirds 14, 15, and 16 to follow soon after, with production underway in Texas through spacecraft 42.
We now have ~20,000 sq ft of combined aperture hardware in Space! Bigger is better and we have the biggest!!!
Beta service around the corner! 🤠 🇺🇸🌎📶📱



























