ASTS (ASTS)

$ASTS - "Why does saturating one country matter so much? Because direct to device via mobile network operators is not a market where a challenger can simply show up with better satellites. The scarce input is not orbital hardware. It is licensed terrestrial spectrum and only carriers have it. A direct to device operator without a carrier partner has no legal signal to transmit to phones. So when every major carrier in a market has committed its spectrum, integrated its core network, and structured its coverage roadmap around one provider, a would be competitor faces the coldest of cold starts. There is literally no one left to partner with. The United States, the single most lucrative mobile market on earth, is now, for practical purposes, closed to a second broadband direct to device entrant for as long as those agreements hold."

You are not bullish enough $ASTS

I will give you the Cats take on Sovereignty, as we approach 4th of July. $ASTS It might change how you perceive things. Look closely at tis schematic It maps out a reality that traditional geopolitics is completely unprepared to handle, tracking the systematic evolution of networks across three orthogonal axes: The Services The Cognitive and The Spatial Historically, we scaled one or two dimensions at a time. The union of fixed infrastructure, data, and broadband gave us the World Wide Web. When we injected the spatial dimension with widespread cellular access, broadband met mobility to birth 4G LTE and the global smartphone revolution. Each step upward or outward is a geometric multiplier—the unlocked value of a network is the product of all three dimensions. With 6G, the cube is completely maximized. We are no longer talking about just sending packets faster. As the image visually demonstrates, 6G represents the ultimate convergence of peak intelligence (AI), hyper-precise Position, Naviga

$ASTS this piece combines Vodafone Ireland and the Irish government’s satellite emergency communication test, showcasing AST SpaceMobile’s capabilities. Overall: technically there is real‑world evidence (SNR 21dB signal quality is excellent, can transmit high‑speed data); theoretically it supports high capacity (can operate high‑order modulation schemes); application‑wise it is highly valuable (emergency services, connectivity in remote areas, future broadband needs)❤ Chart 2: Spectrum analysis real‑world measurement (Spectrum Analyzer) Key data: SNR = 21 dB (signal‑to‑noise ratio), frequency range approx. 943–953 MHz What is SNR? SNR is like how much the “useful signal” is stronger than the “background noise”. 21 dB is very good (most phones or communications are stable above 10 dB, and 20+ dB is already clear). Implication: This is an actual test result, not a theoretical one. It proves that the ASTS satellite can already deliver clear signals to ground equipment (phones or special devices). Even in the Irish test environment, it can support mission‑critical communications (MCX) for police, fire, and other emergency services. For the general public, this means “satellite directly connecting to phones” is no longer science fiction, but is happening now. Chart 3: Capacity vs SNR curve (Shannon limit and modulation schemes) Core concept: horizontal axis is SNR (dB), vertical axis is channel capacity (bits/Tx, how much data can be transmitted). Key elements: The blue curve is the Shannon theoretical limit (log₂(1+SNR)). Multiple blue lines represent actual modulation schemes: BPSK, QPSK, 8‑PSK, 16‑QAM, 32‑QAM, 64‑QAM (higher order can transmit more data but requires better signal). Annotation shows that at SNR ≈ 20 dB, capacity can reach about 5–6 bits or more. Implication: ASTS satellite signal quality (21 dB) is sufficient to support high‑order modulation and transmit large amounts of data. This implies that commercial high‑speed satellite phone services (not just voice or SMS) are feasible, with huge future potential. Chart 4: Broadband use case diagram (Broadband Use Cases) Axes: horizontal axis is speed (<1 Mbps to 1 Gbps), vertical axis is latency (1 ms to 1 s). Key positioning: ASTS BlueBird Block 1: approx. ~100 Mbps. ASTS Block 2: approx. ~200 Mbps. Compared with SpaceX Starlink Direct‑to‑Device (only a few Mbps). Implication: ASTS technology is positioned in the medium‑speed, low‑to‑medium latency range, capable of meeting a variety of important applications, including first‑responder connectivity, remote …

$ASTS - AST SpaceMobile can achieve cash flow BREAKEVEN with just 20 satellites in orbit….😎 Their long-term plan is for 540 sats!! https://t.co/qLxAkQvIVy

$ASTS: Short sellers covered 4.4M yesterday reducing real-time short interest to 84.7M down from 89.1M Find out phase coming soon with BlueBirds 11, 12, 13 launch, J-LEO Project formalization & PR and Grain Management 800MHz spectrum partnership selection coming up. https://t.co/J0EJiO0RnC

$ASTS: T-Mobile, Grain win FCC approval for spectrum swap "The decision to allow the 800MHz licenses to be used for supplemental coverage from space puts satellite player AST SpaceMobile in the spotlight. The satellite operator already supports the 800MHz band on the ten satellites it has in orbit."

apparently zuckerberg had the same exact fucking thesis dude gave up on training his own models and threw the billions $meta invested for ai compute into turning meta to a neocloud instead. this is a black swan event in the near term for existing neocloud players. although as predicted smallcap neoclouds are still outperforming big cap neoclouds by more than 2x in response to this black swan event (normally this is NEVER the case. smallcaps always get hit harder, hence the view was indeed correct), i am going to derisk - the sector will bounce after it finds a bottom but a mag7 entering this business, especially at the cost of themselves giving up on the frontier model race, is something structural.

$ASTS: 🇮🇪🇪🇺 VODAFONE IRELAND SUCCESSFULLY TESTS EMERGENCY SERVICES OVER AST SPACEMOBILE NETWORK Vodafone Ireland has successfully tested satellite technology that could help keep emergency services connected during severe weather events and major network outages, as part of a collaboration with the Office of the Government Chief Information Officer (OGCIO). Vodafone Ireland has successfully tested satellite technology that could help keep emergency services connected during severe weather events and major network outages, as part of a collaboration with the Office of the Government Chief Information Officer (OGCIO). The telecommunications company said the trial marks a significant step towards integrating satellite connectivity into Ireland's emergency communications infrastructure, providing an additional layer of resilience when traditional mobile networks are disrupted. The test was carried out under a Memorandum of Understanding between Vodafone Ireland and the OGCIO, with the aim of strengthening mis