Let me clarify why I changed my position on AST SpaceMobile. It started when the DT Telecom CEO publicly called on MNO CEOs to block SpaceX from securing MVNO deals. I've been calling for the @FCC @BrendanCarrFCC and @JusticeATR to step in and establish regulatory protections to ensure fair competition for MVNOs for some time now and that simply hasn't I believe the logical next move for MNOs is to build or acquire a credible alternative to SpaceX to put investor's fears aside and to stop the volatility in there Share price every time spaceX hints at them building a mobile network😀 And that's where for me AST comes in. I could be wrong, but I believe the MNOs will ultimately look to secure AST, either through the joint venture they announced, a strategic acquisition, by a form of global consortium why because thats what I would do. the last thing the world's largest mobile operators should want is to become dependent on a single satellite provider that could ultimately become their biggest competitor. To be clear I haven't changed my view on AST's technology or its going it alone chances of success I still consider huge challenges for them. I've changed my view on its strategic value. And sometimes strategic value is worth a hell of a lot more than the business itself. Now this is not investment advice just my personal veiw.