$ASTS $VOD 🧵Vodafone Investment Thesis Current Price (2H FY26): $13 FY28 PT: ~$23 The Thesis in Brief: Vodafone has successfully transitioned from a distressed conglomerate into a disciplined, growth-focused connectivity platform. The market is currently pricing VOD on backwards-looking metrics; fixated on the painful German MDU transition and historical debt bloat. This creates a dislocation. This view identifies three mispriced levers that will drive a re-rating in FY27 and continued multiple expansion beyond: Germany Turns the Corner: The operational drag from the TV Law change is fully priced in. FY27 represents the first clean year of EBITDA growth in the core German market. The "SatCo" Option: The joint venture with AST SpaceMobile is currently valued at zero by consensus. We view it as a high-margin infrastructure monopoly for European Direct-to-Device (D2D) connectivity, worth ~$2.00/share alone on FY28 EBITDA estimates discounted backwards. Capital Discipline as a Floor: The massive share buyback program (reducing float by ~15% vs. FY24) provides a mechanical floor to the stock price, while structurally lowering the dividend burden.

$ASTS:

$ASTS Scenario 3 👀 “$175-$225 PT in a blow off top due to SpaceX having a successful IPO (market cap bids past $2 trillion), macro conditions aligning (interest rate cuts), the company hitting their target of 45-60 deployments, and many if not all catalysts in scenario 2 hit.”

The world is still sleeping on @AST_SpaceMobile and this @SpaceX IPO will contribute to the world waking up. Let's go $ASTS $SPCX !!

Since the Iran war is over, traders can begin pricing in Interest rate cuts.

Nearly 50% odds on Polymarket that SPCX rises 20% ($2.2TN market cap) on its first day of trading, and 84% odds it closes above its offering price.

$ASTS Retail only got 20% of the $75B, which means $55B will not get any allocation. I wonder where they will go.

$SPCX $ASTS Here’s my view. If the SpaceX IPO doesn’t succeed (and when I say succeed, I mean surpassing sell-side targets which are 30% above the IPO listing) then America and capitalism fails. Trump will not ever allow this. The investment banks that are aware of the billions of dollars of future potential fees will not allow this. SpaceX will need to raise $100 s of billions over the next 5 years to fulfill Elons AI pipe dream. It’s no longer a space company. How does that get done? Equity raises, debt, possible merger with Tesla. Do you really think the J.P. Morgan’s and Goldman’s of the world will allow this to fail? Even Blackrock is putting up $5B upfront for a cash incinerating machine that overstates its cash flows (vendor financing, capitalizing launch costs, etc). Capital markets are rigged, get used to it. How am I playing it? With massive fucking leverage on the only pure play next generation connectivity platform, AST spacemobile.

$ASTS No but $20,000 in ASTS can.

$ASTS: Beast mode initiated

$ASTS Everyone should research “gamma squeeze” before tomorrow.

An IPO for SpaceX is an IPO for $ASTS

🔴 Trump: We just made a great settlement of war with Iran.

$ASTS Another 7,000 contracts picked up just in the last hour. $120 is the dealer gamma magnet 🧲

$ASTS I would imagine today may be the last day we ever get to buy the stock under $100 for a while

$ASTS 10 bagger or bust

IRAN STRIKES CALLED OFF President Trump says he has cancelled planned U.S. strikes and bombings against Iran scheduled for this evening. He stated that all parties have approved the discussions and final terms in principle and in detail. A naval blockade will remain in place until the agreement is finalized. The time and location for the signing ceremony will be announced shortly.

🚨 TRUMP ON IRAN: I HAVE, AS PRESIDENT OF UNITED STATES OF AMERICA, CANCELLED SCHEDULED STRIKES AND BOMBINGS AGAINST IRAN THIS EVENING.

$ASTS Someone just bought 11,000 $120 calls for tomorrow

$ASTS flag breakout now showing on the daily chart. Just need a close above the 8ema (~$97) and probability of this breakout having legs increases a good bit. Also appears like a cup pattern. If valid, the depth of the cup to the top then extrapolated from the top can give a measured move towards $200. It would need to close above and defend new highs for that to come into play. *NFA