$ASTS: 🚨 SPACEX AST SPACEMOBILE BLUEBIRD 8-10 MISSION PAGE IS LIVE SpaceX is targeting Wednesday, June 17 for launch of AST SpaceMobile’s BlueBird 8-10 mission to orbit from Space Launch Complex 40 (SLC-40) at Cape Canaveral Space Force Station in Florida. Liftoff is targeted for 2:39 a.m. ET with additional opportunities available 4:15 a.m. ET. If needed, a backup launch opportunity is available on Thursday, June 18 during a launch window that opens at 2:19 a.m. ET. A live webcast of this mission will begin about 15 minutes prior to liftoff, which you can watch here and on X @SpaceX. This will be the 29th flight for the Falcon 9 first stage booster supporting this mission, which previously launched Crew-5, GPS III Space Vehicle 06, Inmarsat I6-F2, CRS-28, Intelsat G-37, NG-20, TD7, and 21 Starlink missions. After stage separation, the first stage will land on the A Shortfall of Gravitas droneship, which will be stationed in the Atlantic Ocean. Launch, Landing, and Deployment All Times Approximate 00:01:13 Max Q (moment of peak mechanical stress on the rocket) 00:02:27 1st stage main engine cutoff (MECO) 00:02:31 1st and 2nd stages separate 00:02:39 2nd stage engine starts (SES-1) 00:03:22 Fairing deployment 00:06:16 1st stage entry burn begins 00:06:39 1st stage entry burn ends 00:08:02 1st stage landing burn begins 00:08:30 2nd stage engine cutoff (SECO-1) 00:08:32 1st stage landing 00:46:00 2nd stage engine starts (SES-2) 00:46:06 2nd stage engine cutoff (SECO-2) 00:54:27 BlueBird 8 deploys 00:59:47 BlueBird 9 deploys 01:05:07 BlueBird 10 deploys Website: spacex.com/launches/bluebird…

$ASTS Just building off another aspect of the J-LEO efforts. AST has been strategically aligning its partnerships globally for years. Different orbital inclinations provide optimal coverage to different latitudes. AST has designed its constellation to provide initial service to these regions: North America, Europe, and Japan. And look at how well that matches up.

$ASTS Investment Thesis: Strong Buy 1.AST SpaceMobile earns a Strong Buy rating as it transitions from concept risk to execution risk, targeting global mobile coverage via satellite-to-smartphone connectivity. 2.ASTS leverages carrier partnerships—nearly 60 MNOs covering 3 billion subscribers—and aims to deliver broadband, not just emergency messaging, directly to standard smartphones. 3.FCC approval, a robust $3.46 billion liquidity position, and a $150 million–$200 million 2026 revenue outlook support rapid constellation deployment and network scaling. 4.Execution risk remains, but ASTS offers rare asymmetric upside as it industrializes its orbital cellular infrastructure with high-profile partners and regulatory momentum.

$ASTS we are sooo early... open.spotify.com/episode/5aI…

$ASTS - 🚨New episode featuring @thekookreport is live on the AST SpaceMobile Podcast! 🎙️ Kook's Weekly - The SpaceX IPO Global Market Realignment ✅ SpaceX D2D Market Validation ✅ AST SpaceMobile Batch 1 Launch ✅ Government and Defense Satcom ✅ AI Data Centers in Space ✅ Direct to Device Competition ---------- Kook breaks down the seismic shifts in the telecommunications and space sectors, specifically focusing on the massive market validation provided by SpaceX's entry into the public eye. As SpaceX CFO Brett Johnson and Gwynne Shotwell highlight a $1.6 trillion total addressable market for Direct to Device (D2D) services, AST SpaceMobile stands as the primary beneficiary of this newfound global attention. This analysis explores why the great global bear hug of AST SpaceMobile by incumbent telecom minnows is the logical response to SpaceX’s disruptive ambitions. The discussion dives deep into the upcoming Batch 1 launch, featuring five Bluebird satellites stacked and ready for deployment on a Falcon 9. Kook addresses the technical milestones, debunking long-standing bear theories regarding satellite stacking and mechanical separation. With the Toyota Camry of spaceships handling the heavy lifting, the focus shifts to the operational cadence of Batch 2 and the massive technological leap represented by the upcoming ASIC-powered Bluebirds, capable of 200 Mbps speeds. Beyond commercial cellular service, Kook highlights the burgeoning government and defense opportunities. With mentions of Seal Team 6 utilizing the technology and a $30 million contract from the Space Development Agency (SDA), the value of large orbital arrays becomes undeniable. The discussion also touches on the futuristic prospect of AI data centers in space, where AST SpaceMobile’s massive solar arrays provide a unique competitive advantage for power-hungry orbital computing. Finally, the episode examines the European market through the Satellite Connect Europe JV with Vodafone and explains recent market volatility. Despite temporary sell-offs, the long-term thesis for AST SpaceMobile remains anchored by unique IP, regulatory moats, and a SpaceMob community that is more committed than ever. This is a defining moment for investors to understand the non-linear path toward industry dominance and why the biggest gains are often compressed into the shortest timeframes. youtube.com/watch?v=ND-RU_3w…

$ASTS. - A good read if you’re new to the AST SpaceMobile story… The dual use case of AST’s Bluebirds is much larger than any analyst has modelled currently. Current Bloomberg estimates suggest AST capturing only a 2% market share by 2030 which seems comical with their 60 MNO partnerships and leading satellite tech. The big discount currently is due to their launch cadence. Once that ramps up, the re-rating higher could resemble the 1-year performance of $SNDK. Stay Focused!! 😎

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Its funny, a lot of OGs entered in 2$ some in 10$. I entered at 20$ and thought I was late to the party. There will come a time when people who entered under 100$ will still be thought of as being early. Inflection point is yet coming.

Do it!

Japan's J-LEO project is another data point in the sovereignty thesis I posted last week. $1B government program (150B yen) to build Japan's own sovereign D2D network - domestic ground control, disaster resilience, full national autonomy. Operator selected end of June. Two consortiums competing: — Rakuten Mobile $ASTS — KDDI SpaceX Here's the smoking gun - Japan requires satellite control centers, gateways, and network operations physically located in Japan. Sovereign control. The same reason Europe reserved its spectrum and India blocked Starlink. ASTS was built for exactly this. ASTS is already doing ground integration work in Japan - one of 17 countries where they're building the local infrastructure. Rakuten is already a partner and investor. The architecture supports local control. Won't speculate on the award size or who wins - it's a competitive bid and subsidies are capped at half the cost. But the pattern is undeniable. Europe. India. Now Japan. Every sovereign nation wants D2D they control. The world is choosing sovereignty. One company is built for it. $ASTS 🛰️

$ASTS At least 15 BlueBirds getting ready to leave the nest to LEO! :D

The math on $ASTS at $80 ($30B Market Cap) is completely detached from reality. Look at the data: Starlink’s 2030 projections are over $144 BILLION in revenue. Wall Street models are pricing $ASTS to capture a tiny 2% market share of that total addressable market. Meanwhile, $ASTS has locked in exclusive commercial agreements with MNOs covering over 3 BILLION subscribers globally—completely excluding massive IoT and government upside. Getting a 3-to-6 month delay on a massive structural build is just noise. Buying between $70–$80 is a complete steal before the next 15 BlueBirds hit the sky and the government revenue starts rolling through the tape.

$ASTS ‘3-year revenue CAGR 156% trading at 11x 2029 net income’…LISTEN!!!

Should I be where that I’m getting a positive buzz from the fact $ASTS was the most hammered space stock today? Mmm…

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Someone want to tell her...$ASTS

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

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