$ASTS: Finally caught up on the Q3 update and here’s my key takeaway… In just the last couple months, global MNOs like STC and Verizon have signed definitive agreements, testing continues with Bell, and AT&T and Vodafone CEOs literally toured the factory and appeared in promo

$VELO

$ASTS: ROTH CAPITAL PARTNERS RAISES AST SPACEMOBILE PRICE TARGET TO $82.50 FROM $56, REITERATES BUY - $1 BILLION OF COMMITMENTS & FULLY FUNDED 3Q25 results were highlighted by $1B of future revenue commitments, a fully funded constellation of up to 100 satellites, and

$VELO: Good summary on their Q3 earnings report. - Revenue growth +65% YoY - OpEx down 50% YoY - Reaffirmed 2025 guidance and >30% gross margins - Guiding for EBITDA+ H1 2026 - RPS model working. 22% QoQ backlog growth - Strategic shift to defense and aerospace paying dividends

$ASTS: 🚨AST SPACEMOBILE'S AI ENGINE RUNNING ON ITS AST 5000 ASIC COULD DELIVER 2x-3x ADDITIONAL EFFECTIVE CAPACITY GAINS B Riley must have had a follow up conversation w/ mgmt to get this additional color from the Q3 update. If AST can pull it off, this would be an absolute

Today, we're celebrating 50,000 miles of flight. This is not a staged photo or a press release. This is the equivalent of 2X around the globe of real-world flight experience, bringing us closer to changing how we live and travel. Here's to the next 50,000 and beyond!

$JOBY IN SAUDI ARABIA 🇸🇦

Time to start a thread showing the unusual activity following the U.S. open that eerily matches what Jane St was allegedly doing in India $SPY example x.com/Reformed_Trade…

Dubai’s Roads and Transport Authority (RTA) and Joby Aviation successfully conduct the first crewed electric vertical take-off and landing (eVTOL) aerial taxi flight between Margham and Al Maktoum International Airport. RTA also announced 60% completion of the first aerial taxi

Market psychology is so fascinating. Many people wanted to buy high flying risk assets as they were flying higher yet when they correct 40% or more and come down, it’s crickets. A bunch of the stocks everyone loved are now in a more favorable risk/reward than they were a few

Know what you own™️

If anyone thinks all this perfectly timed pumping on high-flyer names is humans and not algos, I’ve got a pyramid to sell you

$MFI: For the warriors still riding this out, RedotPay just posted a CFO role with another very telling breadcrumb on their IPO path. - Lead, architect, and execute RedotPay’s initial public offering (IPO). - Serve as the primary driver for the entire IPO lifecycle. - Run the

$ASTS: Never bet against Jeff Bezos.

Reminder that their state-owned telecom chose $ASTS instead of Starlink

JUST ANNOUNCED: We’ve partnered with Red Sea Global and The Helicopter Company to support regenerative tourism in Saudi Arabia 🇸🇦 Pre-commercial evaluation flights planned to begin in H1 2026 to accelerate our momentum and roadmap in the region. ✅ Regulatory pathway aligned

“AI BUBBLE”

$ASTS Being a longterm ASTS holder, I’ve become accustomed to this cycle. I usually don’t feel emotion in a decline because I Know What I Own™️, but eventually near the lows there’s a morning I start to feel sick and question myself. For what it’s worth, that happened this week.