Joined November 2015
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Holding $ASTS at 100% portfolio concentration isn’t for everyone. Self-proclaimed “expert consultants” and anonymous accounts will tell you daily that you’re delusional. Down 13% overnight because revenue “missed.” But missed what, exactly? A company that didn’t exist 10 years ago is now delivering 98.9 Mbps from space to unmodified smartphones. BB8-10 ship next month. 10 satellites per month in production. $3.5B cash. 60 MNO partners. 3 billion subscribers covered. You can’t model a market that doesn’t exist yet. They said the same about $NVDA at $10. The pain is real. The conviction has to be deeper. Because in 2030, the narrative won’t be “ASTS missed Q1 2026 revenue estimates.” It’ll be “if you put $30k in during the 2026 lows, you’d have $1M today.” I plan to be in that story. Not because I’m mental. Because I did the work with the #SpaceMob 🛰️
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Mehdi 🅰️ retweeted
Encapsulation complete. BlueBirds 8, 9, and 10 are now secured inside Falcon 9's fairing ahead of launch. A stacked configuration powered by advanced carbon fiber structures, engineered to withstand ascent forces comparable to carrying a fully loaded space shuttle orbiter during launch. 💪 Next stop: launch. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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Mehdi 🅰️ retweeted
AST SpaceMobile Announces Launch Date for BlueBird Satellites 8, 9, and 10 businesswire.com/news/home/2…
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Reached my target of $ASTS shares today. Took 14 months of accumulating from nearly zero. I’m betting my future net worth on direct-to-device satellite broadband reaching 3 billion people who have smartphones but no reliable connectivity. If I’m right: life changes. If I’m wrong: I learned everything. The work is done. Now we wait. 🛰️
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$ASTS -15% overnight on the Blue Origin failure. Market panic. I’m buying. Perfect timing with payday hitting today. Loading up heavily and keeping cash ready in case Wall Street wants to discount this even more. Long term, I wouldn’t be surprised if this failure accelerates Blue Origin’s iteration cycle and results in a stronger launch solution within months.

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« Le gros argent n’est pas dans l’achat et la vente, mais dans l’attente. — Charlie Munger C’est exactement pour ça que, sur le très long terme, le CTO est largement supérieur au PEA en termes de potentiel de changer vraiment la vie. Munger et Buffett ont bâti des fortunes colossales en tenant des positions pendant des décennies, pas en arbitrant tous les ans. Avec un CTO tu n’as aucune limite de versement (contrairement au PEA bloqué à ~150 k€), tu accèdes aux vraies locomotives mondiales (US, Asie, etc.) qui ont surperformé massivement les marchés européens, et tu peux même l’utiliser en collatéral pour du levier si tu le souhaites. Oui le PEA permet de réallouer sans frottement fiscal, c’est un vrai avantage… mais si ton objectif est de construire une vraie richesse qui change ta vie (et pas « juste » 200-300 k€ à la retraite), la flexibilité et l’absence de plafond du CTO, combinées à une vraie stratégie buy & hold long terme, sont incomparablement plus puissantes. Long & Strong CTO
Au sein d'un PEA, on peut arbitrer entre valeurs sans déclencher d'imposition. Sur un CTO : chaque vente gagnante = 31,4% de flat tax. Sur un PEA : on vend, on réalloue, on recommence (sans payer un centime tant qu'on ne sort pas). Sur un portefeuille actif sur 10-15 ans, c'est potentiellement des dizaines de milliers d'euros d'impôts économisés. C'est ça le vrai avantage du PEA (pas juste le taux à la sortie). 👀 Cela dit, oui, l'argument "la fiscalité PEA peut augmenter" est valide (mais la flat tax CTO peut aussi augmenter). La France est à 57% de dépenses publiques sur PIB et les finances sont dans un état catastrophique. Dans ce contexte, aucune enveloppe fiscale n'est à l'abri d'une hausse malheureusement. Croisons les doigts !
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Mehdi 🅰️ retweeted
France is hardcore mode for founders: • Pay an employee $5K net → costs you $13K • Make profit → 30% corporate tax • Succeed → public calls you an exploiter • Get famous → kidnapping becomes a real threat No other country stacks the difficulty this high.
Wife of Sandbox co-founder Sebastien Borget targeted in kidnapping attempt at home in France: report theblock.co/post/402146/wife…
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Dear Wall Street, Please keep $ASTS absurdly undervalued for 10 more days, that’s all I need 🙏
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Shorts are trying so hard to keep the stock down to avoid going bankrupt. Please keep doing so until 29 May for my payday. I need more $ASTS.
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$ASTS Investors who added on their short friday at all time high short interest

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Waiting for Q1 update after listenining to @spacanpanman Space Portfolio concentration : 100% $ASTS

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The market looks at launches while insiders look at $ASTS production
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
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Calling $ASTS a “meme stock” reveals more about the limitations of modern valuation culture than it does about the company itself. A meme stock is disconnected from fundamentals. ASTS is disconnected from existing analytical frameworks. Those are not the same thing. The uncomfortable reality is that traditional valuation models break down when a company is simultaneously: — building infrastructure — creating a new market category — operating with platform economics — and monetizing through future network effects DCF models work best when the future resembles the past. ASTS is controversial precisely because the future, if successful, looks structurally different from anything telecom analysts have modeled before. So instead of admitting uncertainty, many default to the safer narrative: “retail mania.” Because once something no longer fits conventional metrics, people often assume the investors — not the framework — must be irrational. That’s the real debate. Not whether ASTS is risky. It obviously is. The debate is whether traditional valuation tools are even capable of pricing frontier infrastructure businesses before the infrastructure exists. History suggests they usually aren’t.
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Mehdi 🅰️ retweeted
An obscure SpaceX rival has rallied 6,000%, powered by a group of zealots called SpaceMobbers and a stock guru known only as the Kook. bloomberg.com/news/features/…
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Popular opinion : $ASTS will make sure to get rid of ALL pussies before the next giant leg up. See you on the other side. Panicans, please keep panicking until the end of the month so I can add more.
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Space is the next frontier, it’s coming
We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
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Mehdi 🅰️ retweeted
Announcement: Mid-June launch of three Bluebird satellites aboard a Falcon 9 rocket.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 32 next-generation satellites at advanced stages of assembly to be ready for launch. Network deployment with a launch every one to two months on average. Space-based cellular broadband. Built in Texas. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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Right now, the market prices $ASTS assuming short-term delays and missed deployment due to third parties are a thesis KILLER. This is NOT the case. The SPREAD created between underlying fundamentals and current market attitude is a MASSIVE opportunity. Stay away from margin. Buy spot. Outlast the noise. For context : I’m ALL IN, and slightly depressed like everyone else. 😂 But I believe this company WILL deliver. Every FUDster, bear, and short will be proven wrong. And every individual who bought this company with CONVICTION, PATIENCE, and CONCENTRATION (in this order), will win. VERY big.

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Let’s see how this tweet ages, like fine wine ? 🍷
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The way $ASTS stock treats SpaceMobs lately.

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