Stone Fox Capital Seeking Alpha

Sounds like a good market to cell advanced cellular connectivity. $ASTS

$ASTS If I told you that AT&T, Google (Alphabet), Vodafone, Rakuten, American Tower, Verizon, Vanguard Group, BlackRock, D. E. Shaw, Jane Street, Morgan Stanley, UBS, Goldman Sachs, and Citadel were investing in this company would you sell it, or would you want to own it too?

$ASTS is going to have incredible market share uptake. Look at how disruptive LEO systems are. And "legacy" Starlink requires terminals, etc. Disruptive, purpose-built $ASTS is set up for the Lutnick era.

At the risk of being a broken record I'll say it again. $ASTS not opening up a new ATM is the biggest shift we've seen from them. We know their current $1.5B is expected to be enough to fully fund 45-60 satellites. But we know they are not stopping at 60. That would lead me to

$ASTS Institutional ownership has reached a record high of 402. Institutions still added and increased buying by 57% in Q2. We are coming into launch season! Golden Dome contracts. The finalized contracts with the most powerful MNO’s. Max pain is coming for the Bears!!! 💣🔥🦾🅰️

Will $ASTS get big DoD contracts? Well, Inmarsat did on the same spectrum with crap technology. Imagine the value when used efficiently. On information and belief, Inmarsat was working with the DOD and knew, as a result of its work with the DOD, that the DOD would oppose

Getting ready to launch Starship 💫

$ASTS Florida is building all the Golden Dome Satellites it seems. IYKYK

$ASTS: 🚨🚨BREAKING🚨🚨 AST SpaceMobile seeks a two-year experimental license to test off-the-shelf cellular handsets with its five Block 1 Bluebird satellites in Texas. The purpose is to provide "supplemental coverage from space" (SCS) for FirstNet's public safety broadband

$ASTS 👀 This FCC filing isn’t some routine paperwork. Exhibit A is the bridge. It locks AST right into FirstNet’s Band 14 spectrum with the FCC giving the nod. We’re not “testing tech” anymore. We’re showing in black and white that SpaceMobile is an upgrade to the FirstNet

$ASTS: 🚨🚨FIRSTNET🚨🚨 “Upcoming upgrades include $8 billion in expanded coverage and a custom-built satellite layer, developed by AST, Unlike many commercial offerings, this system is fully integrated with FirstNet devices and provides robust functionality, even in remote or

$ASTS The FIrstnet Finance and Investment Committee locked the $867 million budget on August 18, the Board signed it the same day, and $735 million was carved out for network enhancements. They told leadership to go strike deals. Three days later AST drops Exhibit 🅰️. This is not

Satellite-to-mobile calls with AST SpaceMobile to quantum computing... In our latest interview, our Director of Network Strategy & Engineering, Nadia Benabdallah shares how we’re shaping the future of connectivity ⤵️

🚀BlueBird 6 is ready to ship in August, and we are building microns and phased arrays for our next 40 satellites by early 2026! - Starting our campaign of launches every one to two months on average during 2025 and 2026 - Over 400k sq ft of production facilities available soon -

5G .. 6G Because they are telling you they hit their ER guidance. Here is the ER PR. “Is expected” —> “is ready to ship”