sec.gov/edgar/browse/?CIK=00…
Artelligence holdings aka tautachrome has been revoked. The website is gone. Our shares remain in a private company that’s gone? Beyond a “worthless stock”deduction what now? Are they still going to try to revive? Any contact information? $TTCM
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Travis Fisher retweeted
Roadster xitter.cf/i/broadcasts/1yKAPwNgg…
Travis Fisher retweeted
$ASTS IS DOWN 65% FROM ITS HIGHS. NOW LOOK AT WHAT ACTUALLY HAPPENED TO THE BUSINESS. 🚨
Since AST SpaceMobile peaked around $135 in May, the stock has collapsed to roughly $47.
You would think the company lost its biggest customers, failed its technology tests, or completely abandoned its growth plans.
Except… almost the opposite happened.
Let’s look at what ASTS has actually accomplished while its stock has been getting destroyed:
✅ 6 additional BlueBird satellites successfully launched in June and August, expanding its next-generation constellation.
✅ Revenue more than doubled quarter-over-quarter, reaching $31.5M in Q2.
✅ $1.3 BILLION in aggregate contracted revenue and government awards. Real commercial commitments, not just speculative projections.
✅ Over 60 mobile network operator partners, collectively serving more than 3 BILLION subscribers worldwide.
✅ Major European expansion involving Vodafone, Orange, Telefónica and Deutsche Telekom, with network integration efforts across multiple countries.
✅ Three new U.S. government contract awards, representing more than $100M in funded near-term value across 2026–2027.
✅ More than $3.7 BILLION in pro forma liquidity reported following its July financing, strengthening its ability to fund constellation deployment.
✅ 2026 revenue guidance of $150M–$200M reaffirmed, with management continuing to target approximately 45 satellites in orbit by early 2027.
✅ Deutsche Bank upgraded ASTS to BUY, maintaining a $93 price target even after the massive selloff.
And what did the stock do during all of this?
$135 → $47.
Nearly 65% wiped off the share price.
Now, I’m not saying ASTS has zero risks. Launch delays, competition and execution challenges are real.
But there’s a massive difference between a company whose fundamentals are collapsing and a company whose stock price is collapsing.
AST SpaceMobile is signing contracts, expanding partnerships, generating revenue, securing funding and putting more satellites into orbit.
Yet the market is pricing its shares almost 65% below their peak.
The business has made progress. The stock has gone backwards.
And that’s exactly the kind of disconnect long-term investors should be paying attention to.
The market is focused on what could go wrong.
We’re focused on what this company could become.
$ASTS
$ASTS stocks always ripple down after Cramer pumps. But despite this fact he’s not wrong. AST is a Buy.
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$ASTS with Amazon’s Kuiper constellation /Amazon Leo now seemingly out of the picture as adjacent competition to AST isn’t that good news for AST as now we can diversify laterally into that space along with data centers adding to the TAM? Or be a bigger BO target?
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Travis Fisher retweeted
🚨 JUST NOW: Jeff Bezos’ New Glenn rocket has EXPLODED into a MASSIVE fireball on the launchpad at Cape Canaveral in Florida
It literally looks like a NUCLEAR BOMB went off.
@ElonMusk responded: “Most unfortunate. Rockets are hard.”
Insane to watch.
$ASTS All time high is 129.89 if it hits that it could rocket with no resistance and the shorts will have to cover causing a parabolic short squeeze
Travis Fisher retweeted
I stand corrected. $ASTS was indeed mentioned in the SpaceX S-1. Named as a competitor in the largest IPO in stock market history.
But more importantly, @SpaceX just told the SEC that Starlink Mobile -- their D2D satellite-to-phone business -- is a $740 billion total addressable market.
Not my number. Not an analyst estimate. SpaceX's number. Filed with the SEC. Legally binding.
$740 billion. For the market that $ASTS is the only public pure-play in.
Let me put this in context.
SpaceX S-1 breaks down their Connectivity TAM as:
Starlink Broadband: $870B
Starlink Mobile (D2D): $740B
Total Connectivity: $1.6 trillion
Their Connectivity segment today:
$11.4B revenue at 63% EBITDA margins.
The most profitable satellite business ever built.
Their D2D today:
650 mobile satellites, 7.4 million monthly unique devices, ~30 countries.
T-Mobile's CFO calls it "low usage, geographically contained."
SpaceX next-gen broadband D2D (V2 Mobile): deploying on Starship in 2027. Needs Starship flying commercial payloads reliably, 3GPP Band n252 finalized, phone OEMs adding chipset support, and 1,200 new satellites built. 2027 is ambitious. 2028-2029 is realistic.
$ASTS launches broadband D2D next month.
Now the repricing math using SpaceX's own $740B TAM:
$ASTS at $89 today = ~$34B market cap.
That's pricing ASTS at 4.6% of the TAM that SpaceX itself just validated.
SpaceX paid $17B for 65 MHz of D2D spectrum alone. Just the entry ticket to this $740B market. No satellites for it. No phones support it. No service.
ASTS costs $34B and you get: satellites in orbit, 33 more in production, 98.9 Mbps proven, custom ASIC in production, $3.5B cash, $1.2B contracted backlog, 60 carrier partners, all three US carriers forming a JV around it, and the only low-band indoor D2D spectrum access on Earth.
Even at modest market capture:
1% of $740B = $7.4B revenue → at 15x = $111B → ~$290/share
2% of $740B = $14.8B revenue → at 12x = $178B → ~$466/share
3% of $740B = $22.2B revenue → at 10x = $222B → ~$581/share
SpaceX is targeting a $1.75T valuation on $18.7B total revenue across Space, Connectivity, and AI. That's a 94x revenue multiple. The market is willing to pay for TAM capture.
ASTS at $34B on a $740B TAM with confirmed technology, carrier partnerships, and a launch next month? That's not speculation. That's a mispricing.
63% EBITDA margins at scale. SpaceX just proved satellite connectivity prints money. The same business model applies to ASTS.
When the repricing happens:
This week -- analysts pull apart the S-1. ASTS named in the competitor section.
The $740B D2D TAM enters institutional models for the first time.
Next 2 weeks -- Goldman, Morgan Stanley publish SpaceX models. Every D2D valuation needs a public comparable. SpaceX just named one.
June 8-12 -- SpaceX roadshow. Every financial network in America talks space. The only public D2D pure-play rides the wave.
Mid-June -- BB8-10 launch on Falcon 9. $ASTS puts broadband hardware in orbit while SpaceX V2 Mobile is still on a roadmap.
Late June -- Russell rebalancing. SpaceX IPO capital rotates into the space sector.
SpaceX validated the TAM at $740B. Validated 63% margins. Named the competitor. And their broadband D2D is years away.
The repricing clock started today.
$ASTS 🛰️
Travis Fisher retweeted
MY FRIENDS!
IT'S OFFICIAL!!!
PFIZER HAS JUST PUBLISHED THE LIST OF POSSIBLE SIDE EFFECTS,
OF ITS « COVID VACCINE »!!!
IT'S CRIMINAL!
1) Blood clot,
2) Acute kidney injury,
3) Acute flaccid myelitis,
4) Positive anti-sperm antibodies,
5) Brainstem embolism,
6) Brainstem thrombosis,
7) Cardiac arrest (hundreds of cases),
😎 Heart failure,
*** 9) Cardiac ventricular thrombosis...
10) Cardiogenic shock,
11) Central nervous system vasculitis,
12) Neonatal death,
13) Deep vein thrombosis,
14) Brainstem encephalitis,
15) Hemorrhagic encephalitis,
16) Frontal lobe epilepsy,
17) Epileptic psychosis,
18) Facial paralysis,
19) Fetal distress syndrome,
20) Gastrointestinal amyloidosis,
21) Generalized tonic-clonic seizure,
22) Hashimoto's encephalopathy,
23) Hepatic vascular thrombosis,
24) Shingles reactivation,
25) *** Cancer reactivation...
26) Turbo cancers,
27) Immune-mediated hepatitis,
28) Interstitial lung disease,
29) Jugular vein embolism,
30) Juvenile myoclonic epilepsy,
31) Liver damage,
32) Low birth weight,
34) Multisystem inflammatory syndrome in children,
35) Myocarditis,
36) Neonatal seizure,
37) Pancreatitis,
38) Pneumonia,
39) Stillbirth,
40) Tachycardia,
41) Temporal lobe epilepsy,
43) Testicular autoimmunity,
44) Thrombotic stroke,
45) Type 1 diabetes mellitus,
46) Neonatal vein thrombosis,
47) Vertebral artery thrombosis,
48) Pericarditis,
49) Sudden infant death syndrome.
SEVERE CONSEQUENCES of a so-called vaccine that protects neither against the disease, nor its transmission, nor severe forms!
" I was insulted, called a dangerous conspiracy theorist, I lost friends for saying that, for any medication, there are side effects, for loudly proclaiming that a so-called vaccine, which kills more than the disease, has no reason to be used, nor made mandatory.
I lost my job as a surgeon because of it! "
Doctor RESIMONT
Travis Fisher retweeted
A relatively unknown SpaceX rival has rallied 6,000%, powered by a mob of zealots and a stock guru known as the Kook. Bloomberg's @sana_pashankar has more bloom.bg/4u0GZPW
