More ant. Less grasshopper. Dad to 4 great kids & Sp🅰️ceMob clueless cult member
Joined June 2013
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I was assigned more shares again this morning. These are CSP LEAPs that I sold over a year ago, that are now being exercised.
Nothing for over a year, and now 10 contracts exercised within the last week. It’s anecdotal, sure, but this is more evidence of capitulation (even though it won’t show up in any chart).
Typically, put holders would simply sell their put at a gain during/after a drawdown. In these cases, they are exercising the puts to outright sell their $ASTS shares, more than a year before expiration. Folks are desperate for liquidity.
$ASTS Further signs of capitulation - since we visited the $40's post SpaceX acquisition of Grain Management spectrum, I have added 800 shares - via exercises on my CSPs. 4 contracts last Friday and another 4 this morning.
Folks are looking to get liquidity any way they can. Maybe I'm just a glutton for punishment, but this is fine with me! Hope more of my CSPs get exercised in the coming days!
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$ASTS: SpaceMob has confirmed 8x composite rings have arrived in Midland, TX 🫡
Another shipment of 8 structural crates reportedly arrived in Midland today aboard an Antonov.
AST SpaceMobile’s supply chain is moving.
Midland is where the magic happens. 🚀 $ASTS
#ASTSpaceMobile #BlueBird #ASTS
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BREAKING: Short interest in the Nasdaq 100 ETF, $QQQ, is up to ~82 million shares, its highest since March 2023.
Over the last several weeks, this figure has surged +18 million shares, or +28%.
Year-to-date, short interest in $QQQ has nearly doubled.
Meanwhile, short interest in the S&P 500 ETF, $SPY, has declined -30 million shares since March, to ~92 million shares, near its lowest in at least 5 years.
By comparison, during the 2022 bear market, short interest peaked at ~90 million shares for $QQQ and ~180 million shares for $SPY.
Short interest in tech is very high right now.
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Apparently $ASTS lost some (not most, that’s the market, but some) shareprice due to waiting for launch an extra 5 weeks and 5 days post production of last batch.
I have held AST for more than 5.5 years.
And so this “delay” registers as 2% of the timeline.
And putting a launch or two worth of BlueBirds on the shelf for a few weeks changes exactly nothing on that timeframe.
Launch will catch up soon enough and time to full constellation hasn’t changed a minute due to this. People should therefore chill out a bit and remain focused on the price.
Can’t freak out one week that launch is more plentiful than production only to freak out over the opposite next week. It’s not healthy.
It’s perfectly normal in the space industry to sit and wait for launch multiple months and routinely (= more often than not) launches slip by days to weeks for operational reasons.
Man up.
$ASTS $SPCX: 🚨The next Falcon 9 launch out of Florida now has a date -- November 29 at around 11 AM EST for the @northropgrumman Cygnus NG-25 resupply mission to the International @Space_Station.
The "6 week pause" is scheduled to terminate on November 29.
This is according to Ben Cooper's Launch Viewing Guide, which I view as the most reliable launch manifest other than seeing the date directly published by @SpaceX or their customer.
After this launch, @AST_SpaceMobile has BB14-16 ready to go and waiting at @AstrotechSpace so hopefully AST's mission is soon after (TO BE CONFIRMED). And even more hopefully AST will have BB17-19 shipped and waiting for its launch as well. 🤝
launchphotography.com/Launch…
😂 😂 😂
Tim's line that belief in AST ever delivering useful service "ebbs away" is pure bullshit. They just locked in intermittent coverage targets for US/Canada/Japan/UK/Saudi by year-end. 13 BlueBirds flying, production through BB50, 3k+ US cells live, 60+ gateways, 60+ MNO partners covering 3B subs, Europe LOI from the big four, Brazil spectrum approvals. Partners aren't walking. Skeptics who keep moving the goalposts look increasingly full of it.
Great reminder
If you feel like you're falling behind in life, trading, or your career, remember this.
We're all on our own journey, but we're not driving the same vehicle. Our health, our minds, our past, and everything we've been through affect how fast we can move.
Stop measuring your progress against someone who hasn't travelled the same road as you. ❤️
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$ASTS: This story is making the rounds so I am going to address it: floridatoday.com/story/tech/…
On October 21, SpaceX VP Kiko Dontchev stated that SpaceX has a 6 week gap before the next Falcon 9 launch out of Florida, reason being for prep for Starship's debut in Florida. The 6 week gap aligns with Ben Cooper's manifest noting a "late November" launch for the Northrop Grumman Cygnus NG-25 mission, so this should be the next F9 launch being referenced by Kiko Dontchev.
What this means for @AST_SpaceMobile:
+ BB14-16 are at Astrotech integrating for launch, and will be ready to go as soon as SpaceX Falcon 9 can launch them probably in December.
+ Why did AST ship if they don't have a launch? In my view it's one or both of two reasons: (1) AST was blindsided by SpaceX's sudden pause and/or (2) AST shipped to make room at their factory
+ This 6 week gap explains AST's silence on launch date PR. Their hands are literally tied.
+ Note that this Falcon 9 pause is not unique-to-ASTS as it impacts all Falcon 9 launches out of Florida, although you could make an argument that AST's payload is really the only one being impacted by this pause. That being said, I don't know the status of other Falcon 9 payloads that may or may not be impacted. Prep for Starship is a good excuse/reason though but yes it is unfortunate that AST's launch is being impacted.
+ How AST manages the narrative from here will be key, whether they do it with an interim update now or wait for the Q3 earnings call on November 9. The best thing for us shareholders and sentiment would be if AST can signal that production is going well and batches are continuing to get done and stockpile for a more rapid launch cadence starting in December when Falcon 9 returns to operation in Florida.
--> Note that if AST's production is going well in the background, then I think this pause from SpaceX helps explain the unusual gap between BB11-13 and BB14-16. And as mentioned in bullet 3 above, this explains the weird comms from AST surrounding BB14-16 batch.
--> Astrotech should have plenty of room to accept more BlueBirds if we can ship another batch or two while we wait for SpaceX to resume F9 operations in Florida.
In adjacent/related news, our boots on the ground are reporting that more shipping containers are arriving in Midland soon, which is a positive sign for more shipments coming in the near term: teapawt.net/DanteePacheco/status/2…
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VERIZON RULES OUT MVNO DEAL WITH SPACEX
During their earnings call, the following was noted
"I will say, and I'll repeat it again, that there are no back doors to any of our MVNO agreements, and I see absolutely no benefit whatsoever to extending an MVNO deal to any satellite provider. I don't buy into the idea of this prisoner's dilemma. That's ridiculous.
There is no benefit to Verizon extending an MVNO deal. Um, and, and we look forward to being able to, for six years to finally punch back. And we'll punch back hard when that happens."
$ASTS $SPCX $VZ $TMUS $T
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The AST SpaceMobile network is taking shape, in orbit and on the ground.
Today, over 60 gateways are in various stages of completion, installation and planning worldwide.
Initial, intermittent coverage targeted before year-end 2026 in the U.S. and other key markets around the world.
A new layer of connectivity, designed to connect directly to the smartphones people already use.
🇺🇸 📶🌎📱
#ASTSpaceMobile #ConnectingtheUnconnected
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$ASTS: 🚨🇧🇷 BRISANET, UNIFIQUE AND IEZ! SIGN COMMERCIAL AGREEMENTS WITH AST SPACEMOBILE TO OFFER DIRECT-TO-DEVICE SERVICE THROUGHOUT BRAZIL OVER 700MHZ SPECTRUM
BRISANET SERVIÇOS DE TELECOMUNICAÇÕES S.A.Publicly held CompanyCorporate Taxpayers ID (CNPJ/MF) n° 04.601.397/0001-28Company Registry (NIRE) 23.3.0004573-4CVM Code: 27.693MATERIAL FACTCOMMERCIAL AGREEMENT WITH AST SPACEMOBILE
Brisanet Serviços de Telecomunicações S.A. (B3: BRST3) ("Company" or "Brisanet"), in accordance with Article 157(4) of Law No. 6,404, dated December 15, 1976, and in accordance with CVM Resolution No. 44, dated August 23, 2021, hereby informs its shareholders and the market in general that, together with Unifique Telecomunicações S.A. and lez! Telecom, it has signed a Commercial Agreement with AST SpaceMobile to offer mobile satellite broadband services (also known as Direct-to-Device-D2D) throughout Brazil.
Regional mobile operators will make available the 700 MHz band radio frequencies they hold and will be responsible for investing in the infrastructure needed to connect their mobile networks to AST SpaceMobile's satellite constellation via ground gateways.
The collaboration aims to enable voice calls, broadband data, and video streaming directly on standard smartphones, without any modifications, eliminating the need for specialized equipment, software updates, or apps. By integrating satellite connectivity into its existing mobile network, the company aims to expand coverage wherever people live, work, and travel, allowing customers to stay connected even when they are out of range of terrestrial networks.
The initiative reinforces the commitment of regional operators to expand connectivity throughout the country and complements the investments they are already making to expand their terrestrial networks.
According to José Roberto Nogueira, founder and CEO: "The partnership with AST SpaceMobile complements our network and allows us to extend connectivity beyond the reach of our terrestrial infrastructure, offering customers access to voice and mobile broadband services in more locations using the smartphones they already own; this secures Brisanet's place in the future of connectivity."
The final details of the agreement are still being negotiated, and the transaction is subject to certain conditions. The Company will keep the market informed of the transaction's progress and any new developments.
Pereiro/CE, October 23, 2026
Luciana Paulo Ferreira
Investor Relations Officer
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Down so bad I'm asking chat what the average net worth of people my age is to feel better 😭😭
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$ASTS fwiw said this back in August (quoted post). Major support here ~$38, but $33 and $31 are two more major levels worth watching if we fail to see seller exhaustion soon.
*NFA
$38 would be the ugly move and that would fill a gap from from September 12, 2025 as well as test the 2024 high set in August. I would expect that to be a very strong support. The concern is if tax loss harvesting kicks in and takes it even lower into end of the year effectively unwinding the entire 2025 markup, with buyers returning as early as January and more so in March 2027
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Crude oil continues to decline and has established a bearish H&S pattern.
I expect further price declines as more oil hits the market and passes through the SoH.
Yields continue to decline as well.
The market is looking past the Iran war conflict and is focused on the midterms now.
Historically, markets take off prior to the midterms and run hard the rest of the year following the election.
This macro environment should be a great setup for high beta to have a massive rally going into the end of the year given how much they've sold off the past few months.
GLTA and NFA...
$RKLB, $ASTS, $QS, $ETH
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Andrew M. Johnson has been CFO (and CLO) during a period of heavy and successful capital markets activity. AST SpaceMobile $ASTS executed multiple large convertible note offerings in 2025–2026, including (but not limited to):
• $1.15 billion (Oct 2025, 2% notes due 2036 — one of the longer-dated CBs in the U.S. market in years 👏)
• Additional ~$1.075 billion and $1.0 billion+ deals in 2026 (2.25% and 1.625% 👀notes)
These were structured with low coupons, meaningful conversion premiums, and in some cases paired with stock sales used to repurchase higher-cost older paper. These three remain fully outstanding.
Johnson signed the relevant 8-Ks as CFO/CLO. Given his background (prior capital markets and corporate development experience at 3D Systems) and dual legal/finance role, he would have been closely involved in the structuring, documentation, and execution.
Now the company renews his contract (three more years). It’s a big win for the company in my humble opinion. And includes some humble improvements also for Andy.
I’m very happy we get to keep this talent.
As for Change of Control terms, while the new contract states he is elligible it’s no change in this respect. He clearly was that under the recently adopted policy. So that’s not the cause of the new contract.
It’s to signup for 3 more years and keep this talent.
Not having performed these funding rounds when the company did would have been a small nightmare now with the general headwind of the sector.
We all owe Andy a Thank You for this fact. And I’m glad it’s recognised in this new contract.
-Thank You Andy! 🐾
$ASTS This 8K filing may be just general housekeeping, however, it could also be related to M&A discussions and a way to lock in your CFO and/or give them confidence they will survive the merger (or get paid but recent change of control docs may cover that).
app.quotemedia.com/data/down…
This means it is almost time… 🔥
BREAKING: Goldman Sachs says investors’ appetite for risk is collapsing.
Its risk-appetite indicator has turned negative for the first time since April, hitting its lowest level since the early days of the Iran war.
Investors are dumping AI stocks and piling into US Treasurys, even after a hotter-than-expected inflation report.
It follows Goldman’s warning yesterday that investor positioning has turned increasingly defensive.
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SpaceX had their earnings call today. I’ve never been more bullish on this sector. Some highlights in connectivity:
• Elon said they see "a clear path to several hundred billion dollars a year in connectivity revenue." The biggest company in space just told everyone this market is worth hundreds of billions. That's the market $ASTS is built for.
• Their connectivity business did $5.25B in one quarter, up 69% from last year. Annualized that's about a $21B run rate, which is literally more revenue than $ASTS is worth as an entire company right now. Let that one sit for a second.
• Starlink Mobile already has 22 million monthly users and grew 37% in one quarter. People keep asking if anyone actually wants satellite service on their phone. Yeah. They do. Millions of them, growing fast.
• Their timeline is slower than people think. Mobile V2 sats start flying on Starship in 2027, spectrum gets folded in after, and the big US service turn on is early 2028. $ASTS said THIS MORNING they're targeting initial coverage before the end of this year. There's a real window here and AST is already in it.
• Shotwell admitted how the network actually has to work. S-band carries most of the traffic, low band is needed to get into buildings, and most mobile data still rides WiFi anyway. It's a spectrum game at the end of the day. Always was. That's literally the game AST plays with its carrier partners.
• SpaceX told investors they want to become a major mobile carrier in the US. Not a partner. A carrier. So if you're AT&T, Verizon or T-Mobile, your choices are the company openly coming for your customers, or $ASTS, the one that runs through your spectrum and makes you money. Pretty easy pick.
• And this wasn't some money losing experiment either. That segment printed about $2.4B in operating income in the quarter with 55% gross margins. Satellite connectivity makes real money when it's built out. That's the whole AST model once the BlueBirds are up.
SpaceX basically got on a call today and validated the market, the demand, the business model and the timeline for us.
The race is on. Go AST!