$ASTS: back again

$ASTS $RKLB $VOYG $FLY: Here's some perspective. Stock price performance over last 2 weeks for ASTS, RKLB, VOYG and FLY. Space sector beta *does* matter. Both FireFly and Voyager broke their IPO prices of $45 and $31, respectively.

$ASTS:

$PGY - 🔥Another day, another $500m ABS deal from Pagaya. It will probably end up being $600m when said and done. 🥇 The network they are building and the cash flow generation is still early, early, early innings. They are becoming important facilitators/enablers for their

$ASTS: Pay-tience, the multi-launch campaign will kick off shortly.

I warn of the missiles that rise in their flight, And target beyond what is hidden from sight. #SemperCitius #PWSA #Defense #Industry #Satellites #Space #USSF

$PGY: 👀 Pagaya 2025 and 2026 consensus EBITDA estimate revisions trending ⬆️ over last 12 months 🔴 = 2026E 🔵 = 2025E

$ASTS: This right here. Chill 🤙

$BAER: Great writeup by Ben Deveran. I'm re-engaging on Bridger as I think many tailwinds are coming together for a rerating. BAER stock is basically a call option: $100M market cap vs. $700M EV. Any positive swing in growth and/or deleveraging can create tremendous equity value.

$PGY: Fed interest rate cuts are a MASSIVE tailwind for Pagaya - bring 50 bps!

$KRMN: Karman initiated with a Strong Buy at Raymond James Raymond James analyst Brian Gesuale initiated coverage of Karman with a Strong Buy rating and $100 price target. Karman is a merchant supplier of highly engineered propulsion, interstage, and payload protection systems

$ASTS: Here are some key insights that stood out to me from Scott Wisniewski's discussion at Bank of America: + First 5x Block-1 BlueBird satellites have generated 10s of $ millions in revenue from US Government + 25x satellites will get the company to cashflow breakeven +

$ASTS: Stay Focused

$ASTS: Live view of Panicans holding AST SpaceMobile for 1-5 years and selling right before commercial launch

$ASTS: Years from now, we'll look back at AST's hiring of Jennifer Manner to head Regulatory Affairs and International Strategy as one of the most game changing moves in the industry as the company looks to consolidate L- and S-Band spectrum globally.

$ASTS: 🚨 AST SPACEMOBILE + AT&T + VERIZON + FIRSTNET SUPPLEMENTAL COVERAGE FROM SPACE APPLICATION ACCEPTED BY FCC AND NOW ON PUBLIC NOTICE

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨 OMG, we're so close to winning! Based on that, let's all…..panic? That, and more, on this week's Weekly…

🅰️🅰️ Tonight at 8:05 PM PST. x.com/i/spaces/1vOGw…