AI & Markets. Former investment banking & asset management | PhD
Joined May 2025
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$ASTS IS MORE THAN A SATELLITE PHONE STORY.
The U.S. Space Development Agency backed AST's proposed 902–928 MHz radiolocation tests for national security applications.
And AST already has government contracts.
The bigger thesis? One satellite infrastructure, multiple revenue opportunities.
Commercial connectivity is only part of the story.
Source: FCC filings, AST SEC disclosures.
🚨 NEWS 3: $ASTS: AST SPACEMOBILE IS TESTING SATELLITE CAPABILITIES WITH THE U.S. SPACE FORCE'S SPACE DEVELOPMENT AGENCY.
As per FCC filing from AST SpaceMobile, $ASTS is requesting a renewal of its 30-day Special Temporary Authorization to continue testing in the 902–928 MHz band, specifically to demonstrate radiolocation capabilities in support of non-commercial programs with the Space Development Agency (SDA) which reports directly to the U.S. Space Force.
$ASTS is primarily known for building satellite connectivity for ordinary smartphones through partnerships with mobile operators but this filing shows the company is also working on demonstrating capabilities relevant to federal government customers.
AST has already invested heavily in satellite hardware, antennas and communications infrastructure. If those same assets can support additional government applications, there's potentially another commercial opportunity beyond consumer connectivity.
The filing specifically mentions using one of AST's authorized satellites already in orbit for these demonstrations. So we're talking about testing with existing space hardware rather than an entirely new satellite program.
This isn't a new defense contract announcement and the filing doesn't disclose any contract value or guarantee future government revenue. It's a request to continue temporary testing and don't confuse it as an authorization for permanent commercial operations.
$ASTS is building a commercial satellite network, while also demonstrating how its technology could serve U.S. national security applications.
AItuninglab retweeted
$ASTS: THE NEXT 9 DAYS MAY BE MORE ABOUT MACRO THAN MILESTONES.
With the Nov. 9 earnings call approaching, I’m not expecting major breakthroughs or launch announcements before then.
The reported Falcon 9 delay also raises doubts about a November launch.
For now, macro may drive the stock more than company-specific news.
Hopefully, U.S.–Iran peace talks make progress and broader market sentiment improves.
Until then, we ride the market, manage expectations, and wait for management to provide clarity.
Patience is part of the investment.
$ASTS vs. SpaceX: Why SpaceX's $8B Spectrum Deal Doesn't Mean Game Over for ASTS.
SpaceX is acquiring 800 MHz spectrum from Grain Management, challenging one of ASTS's key advantages: access to lower frequencies.
But here's what investors should understand.
$ASTS: Access to low-band spectrum through carrier partnerships, massive satellite antennas, and a global operator network.
SpaceX: Expanding into 800 MHz alongside its existing spectrum, backed by launch capabilities and manufacturing scale.
Here's the key difference:
Owning spectrum isn't the same as delivering satellite broadband.
Antenna performance, network capacity, carrier integration, and execution matter just as much.
SpaceX getting stronger doesn't mean ASTS loses. Both can win in a growing market.
$ASTS $SPCX
$ASTS: THE NEXT 9 DAYS MAY BE MORE ABOUT MACRO THAN MILESTONES.
With the Nov. 9 earnings call approaching, I’m not expecting major breakthroughs or launch announcements before then.
The reported Falcon 9 delay also raises doubts about a November launch.
For now, macro may drive the stock more than company-specific news.
Hopefully, U.S.–Iran peace talks make progress and broader market sentiment improves.
Until then, we ride the market, manage expectations, and wait for management to provide clarity.
Patience is part of the investment.
$ASTS: THE STOCK IS STRUGGLING. THE BUSINESS IS STILL MOVING.
Brazil delivered spectrum approvals and new carrier agreements.
But investors need the next milestone: BB14–16 launch dates.
Q3 earnings: November 9.
Progress matters. Execution matters more.
Stay focused on the facts.
WALL STREET'S AI REALITY CHECK.
AI demand is booming. Investors are starting to ask who actually makes money from the spending.
10 AI stocks | Weekly recap:
$NVDA: AI leader, but valuation pressure persists.
$AMD: Accelerator opportunity, brutal volatility.
$AVGO: Custom AI chips remain a key growth thesis.
$MU: HBM demand meets semiconductor selling.
$MSFT: Strong earnings, capex under scrutiny.
$GOOGL: Search disappointment rattles confidence.
$AMZN: AWS growth versus infrastructure costs.
$META: AI ambitions, enormous spending commitments.
$ORCL: Backlog matters. So does financing.
$CRWV: AI demand is real. Debt risk is too.
The next AI trade isn't just about who builds the most compute.
It's about who earns the best return on it.
BREAKING: Possible breakthrough in U.S.–Iran negotiations.
Qatari media report preliminary understandings on Iran's nuclear program, Strait of Hormuz shipping and financial relief.
China and Russia could serve as guarantors.
Iranian negotiators are in Doha. Reuters confirms talks are ongoing.
No official deal yet.
Sources: Al-Araby Al-Jadeed, Reuters.
MDA Space just entered Europe’s sovereign satcom buildout. $MDA says its ATP exceeds $100M for digital antenna systems on 66 IRIS² satellites. It enters Q4 backlog; the full-scope contract remains subject to finalization. ESA targets first launches in 2029.
$ASTS PARTNER WATCH #6: BRAZIL IS MORE THAN A CARRIER DEAL.
🇧🇷 4 regional operators signed.
30 MHz S-band approved.
Up to 20 MHz of 700 MHz access.
4 gateways planned.
That's spectrum + partners + infrastructure in a 200M+ mobile-line market.
The next test? Launching service and generating revenue.
$ASTS Very few are happy this week. The market cannot go down forever. We will rebound soon. Get some sleep.
$ASTS PHILIPPINES: A QUIET BUT IMPORTANT DEVELOPMENT.
Smart reportedly secured a 30-day permit to test satellite-to-phone connectivity in 4 locations using 700/850/900 MHz.
This isn't a new partnership. It dates to 2021.
The catalyst? Moving from an MOU toward real-world validation.
Not commercial service yet.
Japan’s coverage gap is becoming an $ASTS demand signal. Opensignal says Rakuten has 11M lines and captures 13% of carrier switchers, yet its no-signal rate is 0.57% and rural coverage trails peers. Q4 2026 D2D remains a target, not launch confirmation.
$ASTS Down by 4% in pre-market. Just another dip, nothing new. But, with crazy volatility these days, who knows we might finish green. Let us observe.
$ASTS BULLS ARE FINALLY FIGHTING BACK.
$43.31 | +2.39%
Intraday high: $44.85
Volume: 9.14M shares
The stock is holding above $40, and buyers are pushing it higher.
Volume is building, but still below the 15.6M daily average.
Next test: reclaim $45 with conviction.
Momentum is returning. Let's see it stick.
$ASTS: Is the bottom finally in?
After a brutal selloff, the chart is showing higher lows, higher highs, and three consecutive green candles.
Selling pressure appears to be fading. The next test? Breaking resistance with stronger volume.
A potential trend reversal is forming. Confirmation is still needed.
Bulls, this is your moment to prove it.
$ASTS Green in red market. What a day. What a relief. Enjoy the rebound. Hope this lasts.