Med (@mxhdic) header
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French optimist 🇫🇷 | 🇺🇸 American drive Capital markets | Frontier tech & space Full port ASTS | SpaceMob ’24

Thinking outside the box
Joined November 2015
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Holding $ASTS at 100% portfolio concentration isn’t for everyone. Self-proclaimed “expert consultants” and anonymous accounts will tell you daily that you’re delusional. Down 13% overnight because revenue “missed.” But missed what, exactly? A company that didn’t exist 10 years ago is now delivering 98.9 Mbps from space to unmodified smartphones. BB8-10 ship next month. 10+ satellites per month in production. $3.5B cash. 60 MNO partners. 3 billion subscribers covered. You can’t model a market that doesn’t exist yet. They said the same about $NVDA at $10. The pain is real. The conviction has to be deeper. Because in 2030, the narrative won’t be “ASTS missed Q1 2026 revenue estimates.” It’ll be “if you put $30k in during the 2026 lows, you’d have $1M today.” I plan to be in that story. Not because I’m mental. Because I did the work with the #SpaceMob 🛰️
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I think the odds $ASTS reaches a trillion dollar value one day just went up massively. Most space companies start with rockets and then try to make their business sustainable by providing satellites services. ASTS has the best satelite tech on the planet and get $FLY expertise.
AST SpaceMobile to Build Own 20-Ton Rocket to Deploy BlueBird Satellites in Low Earth Orbit Using Miranda Engines from Firefly Aerospace. businesswire.com/news/home/2… #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds #Blacklift
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AST SpaceMobile to Build Own 20-Ton Rocket to Deploy BlueBird Satellites in Low Earth Orbit Using Miranda Engines from Firefly Aerospace. businesswire.com/news/home/2… #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds #Blacklift
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