Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig. TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July). The math: 10 F9 launches × 3 satellites per launch = 30 new satellites 6 existing = 36 by year-end. Add one Vulcan or ISRO mission = 40-45. Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up. The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday! This is why you read filings instead of headlines! $ASTS 🛰️

The last BlueBird in the convoy is on the move. BlueBird 9 has officially left our Texas facilities and is heading to Cape Canaveral to reunite with BlueBirds 8 and 10. Next stop: the launch pad.🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

Inside our new Midland facility, purpose-built for high-volume Micron production. Nearly 500,000 sq. ft. of manufacturing infrastructure in Texas driving automation and scale. Supporting production of up to six satellites per month, and a launch cadence of every one to two months on average.🚀 The largest commercial phased arrays ever to be deployed in low Earth orbit. Built in Texas. Connecting the unconnected with space-based cellular broadband. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

$ASTS AST SpaceMobile to Host First Quarter 2026 Business Update Call on May 11, 2026 businesswire.com/news/home/2…

$ASTS: The FCC has granted AST full commercial approval of the planned 248 satellite constellation docs.fcc.gov/public/attachme…

AST SpaceMobile Announces BlueBird 7 Launch Date of Sunday, April 19, Invites Retail Investors to Attend Live Launch Event at Cape Canaveral businesswire.com/news/home/2…

Welcome back to LC-36, "Never Tell Me The Odds." Next up: NG-3 hotfire 🔥

BlueBird is on board! @AST_SpaceMobile's satellite is now integrated with our NG-3 launch vehicle. Next up: rollout for hotfire.

*SPACEX TARGETS MORE THAN $2 TRILLION VALUATION IN IPO

👑TOP DOG!🐾🎉 Behold our #Fiesta2026 medal, featuring Pipa, a local 🐶 puppy rescued by our crews from a sewer pipe in 2023.✨She’s Fiesta ready - complete with “fur” you can pet, & a friendly sewer reminder that #WipesClogPipes.🚫 Grab yours at: 📍West Side Customer Center (Las Palmas Shopping Center) 803 Castroville Rd. 📍East Side Customer Ctr. (Comerica Building) 403 S. W.W. White Rd. *💵 $10 each (cash only) *Limited quantities *Proceeds benefit our bill payment assistance program.

NG-3 Update: We're targeting launch of the @AST_SpaceMobile BlueBird 7 satellite for no earlier than Friday, April 10.

$ASTS 🚨🚨AST SPACEMOBILE AND THE ECHOSTAR PARALLEL EchoStar is getting repriced in real time because the market suddenly understands what its spectrum was actually worth once it was monetized into SpaceX equity. That transaction converted a buried, illiquid asset into exposure to a $1.75T–$2T IPO narrative. The rerating is not about operations. It is about asset recognition. Now map that directly onto @AST_SpaceMobile. AST has spent years assembling something far more strategic than a one-off spectrum sale. Through Legado and priority access across S-band and MNO partner spectrum, it has effectively built a global spectrum position layered on top of 50 operators and ~3B subscribers. That is not a transaction. That is a platform. A spectrum treasury embedded inside an operating network. If EchoStar’s move shows what happens when spectrum is finally marked to market, AST is what happens when spectrum is operationalized into recurring revenue at scale. ARPU times billions of users with revenue share is a different category than a one-time monetization event. The market is currently rewarding EchoStar for optionality tied to SpaceX. AST is the direct infrastructure layer enabling that same category of connectivity, but with true direct-to-device broadband already demonstrated. If SpaceX is being valued as the dominant narrative, then AST sits as a first-order public market proxy with asymmetric upside. There is also a broader capital rotation beginning. A SpaceX IPO of that magnitude pulls institutional focus into the entire space economy. Funds that cannot access private SpaceX will look for liquid equivalents. That flow does not stop at launch providers. It moves into communications infrastructure, spectrum holders, and defense-adjacent space assets. AST checks all three. So the parallel is straightforward. EchoStar is being repriced because the market discovered the value of its spectrum through SpaceX. AST is positioned for a similar, but potentially larger, repricing as its spectrum, partnerships, and network translate into revenue and strategic relevance at the exact moment capital is rotating into the sector. This is where price discovery accelerates.

$ASTS NASASpaceflight has just published an article confirming that Blue Origin is “on the verge” of the third flight of New Glenn (NG-3): • Booster static fire “in the coming days” • Launch “in the coming weeks” • Confirmed payload: BlueBird 7 from ASTS • It will be the first reuse of the booster “Never Tell Me The Odds” Full official article: nasaspaceflight.com/2026/03/…