Pinned Tweet
Wars, recessions, bubbles, inflation, terrorism, panic, fear, media hysteria , buy, sell, sell, buy….all just noise.
Long term is up and to the right.
“The real key to making money in stocks is not to get scared out of them.” Peter Lynch
@sloth_investor @BluSuitDillon
$ADUR 🫡
The Trump administration's massive new 65-billion-barrel oil deal with Venezuela sounds like a game-changer but there’s a major technical bottleneck people aren't talking about! $ADUR solves this…👀
youtu.be/iT9BmwRfuG8?is=Ebef…
Great read! 🫡
Put together a free to read, easy to understand write up on $QXO
I am fairly slow at writing these up so always appreciate you giving them a read! Check it out below or bio link
If you are reading this, you are winning more than you can ever imagine. 👇
$ASTS 👀
$ASTS: OVERVIEW OF AST SPACEMOBILE CATALYSTS
Upcoming Catalysts:
☑️$1B J-LEO Japan Project Formal Approval w/ Details
☑️BB11 - BB13 Launch on Falcon 9
☑️FCC STA to Test 800MHz Spectrum for D2D Service w/ Grain Mgmt
☑️Achievement of ~200Mbps Performance for Block-2 Sats
☑️BB14 - BB16 Delivery to Florida and Launch on Falcon 9
☑️FCC STA to Test 900MHz Military Applications with US Space Development Agency
☑️Block-2 BlueBird batch launches every month
☑️Executing MLAs w/ United Launch Alliance, Ariane, Mitsubishi, Relativity and others
☑️Purchase of Additional Falcon 9 Launches
☑️Golden Dome (SHIELD Awarded, NOBLE Up Next)
☑️Execution of other DoW, SDA, DIU, and other Military Awards
☑️Grain Management 800MHz Satellite Provider Selection
☑️AT&T Verizon T-Mobile Joint Venture Definitive Agmt
☑️T-Mobile Definitive Commercial Agreement
☑️FirstNet Investment and Definitive Commercial Agreement
☑️FCC Approval of Ligado Modification Application
☑️Execution of more Definitive Commercial Agmts w/ Prepaid Revenue and/or Investment w/ More ~60 global MNOs
☑️Beta Testing w/ AT&T and FirstNet in 2H 2026
☑️Restart of Blue Origin New Glenn Operations
☑️Updates on Google Services Agmt Partnership
☑️Partnership with Meta
☑️Initiation of Research Coverage by JP Morgan, Morgan Stanley, Goldman Sachs, others
☑️Expansion of 13x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit, Missile Defense Agency and more
☑️Progress on 14 to 42x Block-2 BlueBirds in currently in Production
☑️Proposal for PNT Service Accepted by FCC as Alternative to GPS
☑️Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in early 2027
☑️Securing +$500M of EXIM and IFC non-dilutive Funding
☑️Securing JBIC non-dilutive Funding for Rakuten Joint Venture
☑️Pursuit of L- and S-Band Spectrum Licenses Globally
☑️Pursuit of Additional Lowband Spectrum in US
☑️FCC 5G Fund grant
☑️EU Allocation of 2GHz MSS Spectrum to SatCo JV
☑️Strategic Partnerships and Investments to Focus on AI Data Center Opportunity
☑️Catalysts the SpaceMob have yet to Contemplate
Recently Completed Milestones:
✅BB8 - BB10 Deployment and Confirmation of Operations
✅Midland Development Corp Approval of Economic Development Agmt for 400,000 sqft Expansion w/ $66M in Incentives
✅Raised $1.15B 1.625% Convertible Note resulting in $3.7B Pro Forma Cash
🚨$1B J-LEO Japan Project Awarded to Rakuten + AST SpaceMobile
✅BB8 - BB10 Launch on Falcon 9
🚨Brazilian Regulator Anatel Approved AST SpaceMoble for Commercial Service and Allocated 10MHz x 10MHz of S-Band Spectrum
✅Reached +3,900 Patent & Patent pending Claims
✅AT&T, Verizon and T-Mobile Joint Venture Formation
✅Achieved 99Mbps performance with Block-1 BlueBird
🚨 FCC Approval for Full US SCS Commercial Service
✅$45M Verizon Commercial Prepayment Unlocked
✅BB7 💐 Launch on Blue Origin New Glenn-3
✅Demonstrated +150mbps Peak Speed w/ Block-2 BlueBird
✅7x New Design Composite Rings Delivered to Midland
✅Acquisition of New Manufacturing Space in Midland, TX focused exclusively on Micron production
✅Telus Definitive Commercial Agreement w Strategic Investment and $200M Committed Revenue (speculated)
✅Partnership with Orange
✅Partnership with Taiwan Mobile
✅Partnership with AXIAN Telecom
✅Satellite Connect Europe Partnership (“SCE”) with Telefonica
✅SCE Partnership with Orange
✅SCE Partnership with CK Hutchinson
✅SCE Partnership with Sunrise Switzerland
✅SCE Partnership with Vodafone Romania
✅SCE Partnership with VodafoneThree UK
✅SCE Partnership with Vodafone Ireland
✅AST Awarded $30M Prime Contract by US SDA for Halo Europa Program
✅Development of AI Engine to Dynamically Manage Satellite Capacity and Spectrum Efficiency = Seeking 3-10x Capacity Improvement
✅Disclosed over $1.2 billion in Aggregate Contracted Revenue Commitments from Commercial Partners
✅Raised $1.08B 2.25% Convertible Note resulting in $4B of Pro Forma Cash
✅BB6 Unfolding Phased Array
✅AST Awarded Prime Contract Position on US Missile Defense Agency SHIELD Program
✅Filed w/ FCC to modify Existing License to use S-Band spectrum outside of the US
✅$175M Saudi Telecom prepayment to be made by 2025YE
✅BB6 Launched from India on ISRO LVM3
✅Micron Production to Support 6x a Month by End of Q3 2025
✅Expanded Manufacturing Floor Space to 500,000 Square Feet
✅2,000 Global Workforce
✅Established Germany as SatCo JV operations center, filed constellation with ITU
✅Closed $420M bridge financing to support Ligado spectrum transaction
✅Saudi Telecom 10-Year Definitive Commercial Agreement w/ $175M prepayment and over $1.8B value
✅Confirmed L- and S- band Spectrum to be Incorporated into Next 3GPP release
✅Verizon Definitive Commercial Agreement
✅Raised $1.15B 2.0% Convertible Note resulting in $3.2B of Pro Forma Cash and Liquidity
✅Successful Video and Voice Testing with Bell Canada
✅US Bankruptcy Court confirms AST and Ligado L-band spectrum transaction transaction, deal now only subject to FCC appoval
✅Acquired Global S-Band Spectrum Priority Rights held Under International Telecommunication Union
✅Successfully Completed the First-ever Native Voice Call (VoLTE) and Rext (SMS) with a Standard Cell Phone using AT&T Spectrum and Core Network
✅Hired JR Wilson as Chief of Networks and Spectrum, formerly AT&T VP of Tower Strategy, Roaming & In-Building Solutions
✅Raised $575M 2.375% Convertible Note w/ Capped Call struck at $120, resulting in $1.5B of Pro Forma Cash on Balance Sheet
✅Repurchased $360M of $460M 4.25% Convertible Note
✅Entered into $550M of Non-Recourse Senior Secured Term Loan to fund Ligado Transaction
✅Secured $100M Equipment Loan Facility
✅Moved to Russell 1000 from Russell 2000 Index
✅Demonstrated World's First Tactical NTN Connectivity over Standard Mobile Devices with Defense Prime Fairwinds Technologies
✅Announced Latest MNO Partnership with Vodafone Idea of India
✅Hired Jennifer Manner as SVP of Regulatory Affairs and International Strategy, Former NTIA Senior Advisor of Space and Policy and EchoStar SVP of Regulatory Affairs
✅FCC Accepts AST’s Application for US Commercial Service
✅FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST
✅Verizon and AT&T Spectrum Lease Agreements filed w/ FCC
✅FCC grants STA for beta testing w/ AT&T, Verizon, Vodafone, Bell Canada, and Rakuten
✅FCC grants STA for Firstnet Evaluation on Public Safety Band 14
✅AST SpaceMobile Forms SatCo Joint Venture w/ Vodafone to Better Serve European market, Selects Luxembourg as HQ and Germany for NOC
✅Secured $43M and $20M Contracts w/ US Space Development Agency and Defense Innovation Unit
✅AST5000 ASIC Development Finished and Integration into Block-2 Sats in Q2 2026
✅Successful Video Calls Completed w/ AT&T, Verizon, Vodafone and Rakuten
✅Exercised Multi-launch Agmts w/ SpaceX, Blue Origin and ISRO
✅Initiation of Research Coverage by Bank of America, Clear Street, Roth Capital, Cantor Fitzgerald, Oppenheimer and William Blair
✅Established Coordination Agmt w/ US National Science Foundation Covering Satellite and Ground-based Astronomy Operations
✅Closed $460M 4.25% Convertible Debt Funding
✅Opened European Research Center w/ Vodafone and University of Malaga in Spain
✅Signed Deal w/ Singapore’s Defense Science and Technology Agency
✅Joined 5G Automotive Association, which Develops and Promotes 5G-based Solutions for Connected Autonomous Vehicles
Happy 4th July. 🇺🇸
And ode to my friends across the pond…
The world often winces at the American silhouette …dismissing them as too loud, too blindingly cheerful and burdened by an almost exhausting confidence.
But if you strip away the global envy, you find a people whose relentless refusal to accept the boundaries of 'impossible' has redesigned the modern world.
Their audacity is the engine of our progress and their ingenuity has rewritten the human story in ways we now take for granted.
Love them or mock them, you must respect them; because the very future we live in was dreamed up by someone who refused to speak in a whisper. 🫡

















