Hard to believe there is a sell side to $ASTS (+4,19%) when technical, regulatory and financials have been de-risked and so many catalysts lined up within the coming months.

$ASTS (+4,19%) on its way to +1181% increase in revenue in the next 2 years. This projection is based on commercial service rollout, carrier partnerships and and pre-payments, government and military contracts and constellation scaling.

$ASTS (+4,19%) - FCC FILING HINTS THAT AST SPACEMOBILE AND T-MOBILE HAVE EXISTING WORKING AGREEMENT IN THE USA

The most interesting part is Condition #7: the FCC says all testing must comply with “all existing agreements between AST SpaceMobile and T-Mobile USA.” This is strong evidence that AST and T-Mobile already have a direct contractual/technical relationship around this spectrum.

$ASTS (+4,19%) - Shunsuke Yazawa, President of Rakuten Mobile, confirmed the company was "doing it best" to launch a beta D2D service with AST this year.

https://www.advanced-television.com/2026/08/14/japan-rakuten-vows-d2d-this-year/

There’s no better feeling when you detach yourself from money and start seeing it as just numbers on the screen. My life won’t change wether I’m at 30K or 100K. I’d say I handled this downtrend period very well, enjoying life and not checking prices. Before, price movements would dictate my mood, my daily routine, etc.

Nonetheless feels amazing to see portfolio almost back at all time high, and I plan on not touching it until I get close to $100.000,00

Very satisfied with all my 4 companies and felt very confident on buying dips. I suspect there will be a rotation from memory to optics soon.

$ASTS (+4,19%) is delivering exactly what they promised, and more. Capex is still high but once all BB are in orbit, things start getting interesting. Key commercial agreements and strategic funding locked in with major telecom partners including AT&T, Verizon, and Vodafone.

$RKLB (+1,21%) High, reliable launch frequency with its Electron rocket, solidifying its place as a leader in dedicated small-satellite launch services.

Strong growth in its Space Systems component/satellite manufacturing division, which accounts for the majority of top-line revenue.

I’d say right now a key challenge will be successfully completing development and initial launch tests for its larger, medium-lift Neutron rocket to compete for heavier payloads.

$ASTS (+4,19%) ⏳ Integration testing now underway across European countries with leading operators Vodafone, Orange, Telefónica, Vodafone Ukraine, and Deutsche Telekom, advancing the deployment of space-based cellular broadband connectivity directly to everyday smartphones

https://www.businesswire.com/news/home/20260806189867/en/AST-SpaceMobile-Accelerates-Presence-Across-Europe-with-Leading-Mobile-Network-Operators

It’s easy to doubt high-growth investments during red weeks, but zooming out helps. $RKLB (+1,21%) just secured a $266M launch contract with the Air Force out of Alaska, and AST SpaceMobile is actively moving its next batch of Block 2 BlueBirds to Cape Canaveral for their upcoming launch. The progress at both companies hasn't slowed down, even when the stock prices dipped. Buying during drawdowns never feels comfortable in the moment, but if the long-term thesis hasn't changed, staying patient usually pays off.

Investors were doubting the ability of $ASTS (+4,19%) to deploy 42 BB eoy, but CEO just stated something very interesting: “… with the world's largest and most advanced direct- to-device and radar phased-array with the ability to launch them in groups of 3, 5, 6, or 8 on a single launch.” 👀