Socrates 🏛 🅰️

*: And where we decide not to turn it off because we can. **: Also your data is great for training our AI. ***: Trust me, bro. $ASTS

$ASTS I am not surprised by today's price action. The call itself was great. The future is looking very bright. But it's also still a ways in the future and people are impatient. Only true conviction here will form the patience to see generational gains if/when ASTS delivers on multiple fronts. Everyone else will get shaken out, buy back in higher, or they'll sell on the way up, afraid to lose profit. Today, that shakeout continues while macro fuels the fire. One key piece: Analysts cannot factor in the expanding TAM. I believe Clear Street directly acknowledged this. They cannot yet estimate or predict the near-future TAM of space-based AI or ODCs with $GOOG or the global platform $META wants to build, or a direct competitor with Starlink's broadband service with E-band (which isn't great through heavy rain, but Ka band could come too), or the true size of defense contracts, or the economics of BlackLift in service of all of this, etc. For example: take note of what multiple high-level technology leaders believe re: space-based compute: that 99.999% of all compute in the future will be in space. That it rounds up, essentially, to 100%. But when? Indeed. It's not difficult to imagine a future where the human race has successfully harnessed the vast energy of space. But the timing of that is hard to predict, and analysts aren't in the business of predicting the future of humanity. Analysts are, necessarily, focused on only what they can measure with some confidence. Thus these incredible, visionary things are simply not factored in. That all sums up to maintained or lowered price targets (e.g. BOFA and UBS appear to have lowered) despite the fact that the long term strategic position of the company has expanded the possible TAM by orders of magnitude. This is nothing new for ASTS. For years our price targets were in the dumpster for essentially the same reason. The nascent D2D/D2C industry wasn't understood. Demand wasn't clear, nor was pricing power. Now we have some clarity coming, e.g. with J-LEO, and with Defense, and our targets are higher. But at the same time, our ramp is delayed further, and analysts have no choice but to reflect that in their ratings, while at the same time grappling with BlackLift and its implications on capital spend. This is, in my opinion, another moment where you can look at something and know you're ahead of the curve because the curve isn't something the street can confidently measure. Meanwhile, people will sell, shorts will short, and money will flow around ASTS stock instead of into it. It will feel terrible because you have that conviction, you believe you're right, and you see the market in general does not want to join you in waiting and holding, rather it will go look for other gains to be made in the meantime. I am not here to tell you what I think you should do. But if you're reading this I am willing to bet you 1) have patience, because you got this far and 2) you will likely be one of the people who sees this through, and 3) if/when ASTS does start to realize all of these incredible opportunities, you will be among those who reap the rewards. Good luck!

$ASTS it may be time for a name change. AST SpaceEverything This company is going way, way beyond D2C.

Where can I get my Brawndo?

$ASTS should have split the PRs into: - we have secured launch for the next 100 BBs and 51 are in production THEN - oh also. One more thing. We're going vertical with $FLY. People are too dumb (apparently) to read both of these in one PR. Once again, welcome to X!

This is incredible. And scary. And bold. It will shake people deeply. It's the kind of move that divides people into two groups. Not much room in the middle on this one. Looking forward to hearing more on November 9th. $ASTS taking its future into its own hands. Undeniable now.

Banger car, banger song. Life is weird right now but we're all gonna make it.

Democrats taking Congress isn't the $ASTS bear case some think. Golden Dome may get trimmed, but space-based radar/ISR is a military need that outlives any administration. And historically defense spending does not take a hit under Democratic congress. I will be buying.

He's right! And it's called $ASTS.

Message received. Not radical, JD. We just think your boss is a dipshit.

Today I have come to a simple and somewhat calming place in my $ASTS journey. After living through years of pain, seeing my investment go -80% to $1.97, seeing the company almost go under, where are we? We are in a much, much better place. The SpaceX dynamic is overblown, I fully believe this. Our global position only grows stronger. The launch situation will be resolved, and long before SpaceX has any hope of taking the majority of the market, either in the USA or abroad. I have no doubts: the government money is coming. J-LEO funding is coming. SatCo and further EU support is coming. I have the patience to let this play out like it did in 2024. I do not have the patience for the FUD and shittalking about management here on X. Such comments will now earn a block from me. Abel and Scott haven't sold. They know what they own. So do I. See you all on the other side of this nasty period. It will come.

I read the Boost news as confirmation that SpaceX has a lot harder road ahead than Elon would like. Yet paper hands continue to sell $ASTS. Getting real tired of this timeline.

@elonmusk rug pulling Grok Bot users and spinning the narrative he wants you to hear: AI isn't making enough money. The guy who 1) says money won't matter anymore and 2) has more of it than anyone else is deliberately trying to crash the industry so he can buy it cheaper. Once again, welcome to X. The worst social media platform in existence. Keep asking myself why I'm here and the only thing keeping me here is the $ASTS community.

As an Alaskan I find it ridiculous that an X "business" (gold check) account called "America" is paying to run a slanderous advertisement against a political candidate. @elonmusk this is some next level bullshit, even for X.

Pretty typical troll job. OP attempts to be philosophical and fails at any aspect of philosophical critique, instead establishing his own worldview as "truth" and dismissing everything that doesn't fit his worldview. Welcome to X!

This is the straight up truth. Walk softly and carry a big stick, $ASTS.

I would like to see the stock market AI "bubble" unwind. The process will be painful but it feels necessary for a return to a healthier market that isn't completely stuck in a doom loop. So, let's go ahead and get it over with, shall we?

I'm sure this is nothing. Short sellers should keep pressing. /s

To all the serious, intelligent and calm people who see my shitposting about the $ASTS bears: I apologize. You guys deserve better than college-grade insults and dark humor. As long as I carry the 🅰️ I will endeavour to improve. If the 🅰️ comes off again... no promises.