Since May 6 times the bull shares, although not directly involved in AI, but the improvement of communication technology is also the basis for the development of AI, but also another "selling shovels".
It is $AST SpaceMobile, Inc.(ASTS)$ the industry pioneer in leading satellite communications.
Recent highlights
$AT&T Inc(T)$ vs $Alphabet(GOOG)$ $Alphabet(GOOGL)$ have both participated.
$Verizon(VZ)$ is also involved.
$Vodafone Group PLC(VOD)$ has been involved ( Early investors).
It is highly likely that $FirstNET has been involved (check the AST subsection for the latest tweets).
5 BB1 satellite launches will take place in 2-3 months.
25% of outstanding shares are shorted and all shorts are at a loss given the price spike.
Investment Highlights
The Bluewalker 3 satellite has been in orbit for a long time, making it one of the most talked about satellites among amateurs. Its large size and low-Earth orbit have brought it into the limelight. During the past two years, the satellite has not experienced any anomalies, demonstrating its stable performance.
video call
ASTS' direct telephone video call via satellite. This will be a landmark event that, while it may not directly affect the stock price, will certainly bring ASTS widespread global media attention and further establish its leadership position in satellite communications.
Proliferation of mobile network operator partnerships
ASTS has signed partnership agreements with a number of mobile network operators, and the number of potential subscribers to its services has now reached 2.1 billion, or 27% of the global population.
Existing partners such as AT&T have made frequent references to ASTS on social media, teasing upcoming satellite broadband offerings. This series of moves shows that AT&T has full confidence in ASTS technology. In a recent video, one of AT&T's executive vice presidents reportedly spoke at length about AT&T's unique partnership with ASTS, which is critical to their rural coverage program.
Improved relationship with the United States Federal Communications Commission
It is noted that the FCC now typically responds to and approves ASTS requests within 24 hours.The FCC recognizes the viability of the ASTS technology and sees it as an important candidate to help provide rural broadband coverage.
Bluebird satellite launch program
ASTS has contracted with SpaceX to launch five Bluebird satellites, which are larger than Bluewalker 3, and are expected to launch before the end of the year. The company plans to deploy eight to 10 Bluebird satellites in orbit to start generating significant revenue. With just 18 Bluebird satellites, it could reach more than 1 billion people.
Rapid growth of patent portfolio
ASTS' patent portfolio is rapidly expanding, which creates a strong competitive barrier for the company. Once these satellites are in orbit and delivering EBITDA at margins in excess of 90%, it will be very difficult for competitors to compete with ASTS without legal hurdles.
Wide range of applications
AT&T and other MNOs have hinted at the prospect of widespread use of satellite communications in the U.S. government, especially in cooperation with the Department of Defense. In addition, satellite broadband is poised to revolutionize other industries such as shipping.
Cooperation of the Rakuten Group
$Rakuten Group Inc.(RKUNF)$ singled out satellite broadband in its earnings call and hinted at plans to spend $2 billion to make the partnership with ASTS a reality.
Direct phone-to-satellite broadband communications is one of the major trends of the 2020s and one of the most untapped revenue streams for MNOs. They will do whatever it takes to work with ASTS. It is certain that ASTS is leading a revolution in this field with a promising future.
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