🅰️DJ

Smart market participants almost have to be the "observers" first and foremost. Strong opinions often get in the way of making money.

$ASTS - AST SpaceMobile And Rakuten Form Rakuten AST JV To Build Direct-To-Device Communications Network In Japan; Receives ~$1B In Funding From Japan's MIC

$ASTS - all we need is @Reformed_Trader back and we can spark a rally here....

$ASTS - Rakuten and AST SpaceMobile Establish "Rakuten AST" Joint Venture to Build D2D Satellite Communications Network in Japan

$ASTS - can't make this shit up! 🤣 "AST gets a 1b+ award and here why this is a problem:"

$ASTS - AST solves this. teapaw.org/1scene01/status/211932…

$ASTS - AST "tough asks" of the weekend: ❓Transition from "launch agnostic" to "we now a launcher". Years of one line of thinking changed to the complete opposite. I understand that facts on the ground change and the company needs to adjust. I would prefer the "launch agnostic" was not presented as an advantage at a time, that was a misread by the management. I am happy they adjusted, not happy they read that wrong. Can they acknowledge that is the reason? ❓X amount of birds by year end to X amount in the next two years. They went from guiding "by the end of the year" to expanding this to 2 years (2027-28). Is this a defensive move? Why not keep guiding habits the same? ❓Explain the funding. Who is paying for this? Does the company bets on generating revenue and cashflow in 2027? If yes, why change guide habits? Do they have outside sources incoming? Are the shareholder to pay for this via further dilution? These are the question I have, aside from the obvious "this is rocket science" and its hard. I understand the shortcuts they are taking to accelerate. I understand the need to guide super ambitious. I understand that thesis evolved and perhaps more risk AND more reward is introduced. But if investors where to accept this, more clarity is needed for the money to be flowing into the stock on a regular basis. I am hopeful upcoming unveiling event and earnings will attempt to answer some of these. It's great that Spacemob is here to dissect and speculate, that is a HUGE advantage in the market that most other companies DO NOT enjoy. But this is a rather important development that in my opinion requires more detail and clarity coming from the management. Cautiously optimistic.

#SPACEBASKET - Massive move today from Firefly driven by AST deal. If market cooperates next week we can see the whole basket pull up. This was "the way" in the last 2 years - one company gets good news and rest benefit. The same on the flip side. My feed on X is full of "further downside" incoming next week. Macro is not ideal. Hopefully Space Sector gets a spark and a bid into year end. Important to remember, that all the X doom is just that, none of these posters know which way the market goes. Once again we are connected and move as one trade. $ASTS $SPCX $FLY $PL $LUNR $RDW

Who has the best looking Rocket? $ASTS vs $RKLB vs $SPCX

$ASTS - the decision about $FLY was made around BO blow up. AST was talking to them for years, but IMO this was the trigger. This explains the last raise: May 28th - BO blows up July - AST raises 1B This was the back up plan that is now in motion.

$ASTS - Firefly Aerospace Inks $1.3B Agreement With AST SpaceMobile To Provide Over 36 Rocket Engines

BREAKING: AN AGREEMENT IN PRINCIPLE WAS REACHED IN NASDAQISTAN, SENT TO INVESTORS FOR REVIEW.

NASDAQISTAN'S REVOLUTIONARY GUARDS SAY FOUR NEOCLOUDS REMAIN ON FIRE AFTER STRIKING BLUE MINES IN OVERNIGHT TRADING

BREAKING: NASDAQISTAN PROPOSED A 30 DAY CEASEFIRE IN EXCHANGE FOR COMPLETE CAPITULATION OF NEOCLOUDS

BREAKING: MULTIPLE EXPLOSIONS HEARD ON SPY ISLAND