#$ASTS is an active hashtag on Bluesky. In the last 30 days, 16 people shared 107 posts with it — around 4 a day. Activity is down 21% versus the previous week, peaking on Jul 15 with 10 posts.

Posts with #$ASTS

No Privacy 🅰️nymore

@no-privacy.bsky.social

about 2 months ago

Here is a nice summary of a New Street Research report about the proposed NTN Joint Venture with AT&T / Verizon / TMobile pooling their spectrum together. $ASTS is the most logical satellite provider for this JV.

$ASTS
: 🚨 AT&T/VERIZON/T-MOBILE JOINT VENTURE POLICY ISSUES AND IMPLICATIONS - NEW STREET RESEARCH 5/15/26

New Street Research spoke with AT&T, Verizon, T-Mobile and AST SpaceMobile in putting together this research report. I had Gemini summarize the key implications for AST SpaceMobile in the first section below as well as summarize the report itself which is further down. FWIW, New Street seems to be closely aligned with my view of the JV's impact on ASTS.

👉Key Implications for AST SpaceMobile:

Based on the provided analysis in "New Street Research T/VZ/TMUS JV Policy Issues and Implications", the proposed joint venture carries significant positive implications for AST SpaceMobile:

✅ Validated as the Unified Carrier Choice: The text explicitly notes that the Big Three are "doing the deal with AST". This positions AST SpaceMobile as the primary satellite partner chosen to anchor a unified platform serving all three major U.S. wireless carriers.
✅Positioned as the Regulatory Counterweight to SpaceX: A central defense the Big Three will use to clear antitrust scrutiny is that partnering with AST SpaceMobile actively increases competition in the satellite sector. The report highlights that policymakers strongly desire to establish "three viable satellite providers" to challenge SpaceX/Starlink's current market dominance.
✅Expanded Scale and Reach: The joint venture aims to pool limited spectrum resources to "help satellite providers reach more customers through a unified platform". For AST, this provides an immediate, streamlined path to scale its direct-to-device (D2D) services across the combined subscriber bases of AT&T, Verizon, and T-Mobile simultaneously.
✅Shifted Industry Leverage: By capturing a combined commitment from the Big Three—who previously resisted or hesitated over satellite MVNO models—AST transitions from a speculative add-on to a core, defensive infrastructure component that carriers are utilizing to lower their traditional rural cell tower …

Executive Summary

On May 14, 2026, "the Big Three" carriers announced an agreement in principle to form a joint venture. The initiative aims to eliminate U.S. wireless dead zones—particularly in rural and underserved areas—by pooling limited spectrum resources to facilitate next-generation direct-to-device (D2D) satellite communications.

New Street Research views this as a strategic use of game theory by the carriers to bolster their buying power, defend rural market shares, and lower their cost structures.

Key Implications

1. Increased Leverage Over Rural Infrastructure

Tower Lease Negotiations: In the long term, the JV gives the Big Three significant leverage when renegotiating terms with rural cell tower owners.

Cost Shifting: D2D satellite connectivity is cheaper than maintaining physical cell towers in ultra-rural areas and along highways. The carriers can threaten to rely on satellite coverage if tower companies do not lower their pricing. As a result, capital expenditures (capex) may redirect away from rural areas and toward urban/suburban network densification.

2. Reduction in Rural Capex

Eased Political and Competitive Pressures: While carriers face no legal obligation to build networks in unserved, low-profit areas, they previously faced competitive and political pressures to do so. The JV provides an alternative to continuing physical network builds, effectively reducing these pressures.

3. A "Mixed Blessing" for Rural Customers

Pros vs. Cons: Rural Americans will obtain broader coverage much sooner, but terrestrial cellular networks may never fully expand to their areas.

Higher Costs: To achieve the same level of coverage that urban and suburban users get under basic plans, rural customers will likely have to pay an extra fee for D2D service on top of their standard monthly charge. This could spark political backlash from rural representatives regarding legal mandates for "reasonably comparable" pricing and services.

4. Impact on Federal Funding

The 5G Fund for Rural America: The FCC's Universal Service Fund (USF) program designed to improve rural wireless connectivity has faced severe delays. The emergence of this JV calls into question whether the fund remains necessary, and if so, how it should be restructured.

Antitrust & Regulatory Risks

Bottom Line on Federal Scrutiny: New Street Research believes the odds favor the Department of Justice (DOJ) declining to challenge the deal.

The Antitrust Concern: Unlike historical cable industry JVs, the Big Three directly compete against one another in both product and geographic markets. The JV technically reduces competition for mobile services in unserved rural sectors.

The Efficiency Defense: The carriers will argue the JV is a highly efficient way to bring coverage to areas they otherwise would never have built out. Furthermore, collaborating with a satellite provider like AST increases competition in a satellite market currently dominated by SpaceX/Starlink. Policymakers favor having multiple viable satellite providers, which acts as a strong counter-argument to antitrust concerns.

The SpaceX Caveat: If SpaceX/Musk uses political influence to push for a serious investigation, the DOJ may pivot to a more rigorous review.

State Attorneys General: While federal clearance is likely, state AGs may investigate or challenge the JV over concerns that rural residents will pay higher rates than urban residents. However, New Street expects state AGs will use the threat of litigation to negotiate lower costs for rural customers rather than block the deal entirely.

New Street Research - T/VZ/TMUS Joint Venture: Policiy Issues and Implications. May 15th 2026

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Văzdooh

@vazdooh.bsky.social

4 days ago

Starting to look at $SPCX. It has earnings today and lock up expiration starts on Thursday. $ASTS & $RKLB are just following it. There is also the $WARP ETF. Logic is that lock up will give us a print under 100, shorts will cover and it squeezes to 150 over 2 weeks for IPO AVWAP tag.

Văzdooh @vazdooh.bsky.social

$ASTS possible major support area here. AVWAP from the start of this run, 50 psychological level, previous horizontal support. Minimum bounce should be 21 EMA reconnect around 70. Ideal entry would be on an undercut of 50. Would wait a few weeks to see if it gives it.

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No Privacy 🅰️nymore

@no-privacy.bsky.social

3 days ago

The company $ASTS knows how to treat their most loyal shareholders...🫶 the launch merch! Absolutely worth going to see one if you are a sizable shareholder. Its like a spiritual mecca for investors. Soo much fun!

To celebrate the successful launch of BlueBirds 11-13, we are pleased to offer you a complimentary AST SpaceMobile launch gear gift bag as a thank you for your continued support and participation in prior launch events.

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No Privacy 🅰️nymore

@no-privacy.bsky.social

2 days ago

Massive news this morning from $ASTS and Satellite Connect Europe! Winning DT away from $SPCX is awesome. 🎉 Only a matter of time for $TMUS to join as well. 🗡️ to the chest for SpaceX. Don’t compete with your partners dummies. Good luck winning MSS in Europe. 😎 www.businesswire.com/news….

www.businesswire.com

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No Privacy 🅰️nymore

@no-privacy.bsky.social

3 days ago

It’s only a matter of time for $TMUS and $ASTS to 🤝.

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No Privacy 🅰️nymore

@no-privacy.bsky.social

about 23 hours ago

Satellite Connect Europe is now working with DT and $TMUS is forming a JV in the US. None of the wireless companies want to work with SpaceX which positions $ASTS to be the dominant player. It’s a juicy story IMO.

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No Privacy 🅰️nymore

@no-privacy.bsky.social

5 days ago

If the markets do reach new ATH's they will do so on a pronounced negative RSI divergence. I'm still long as can be my favorite high beta stocks ($ASTS, $PCT) and have no intention of selling any time soon. That said, I do expect trouble later in 2026. At some point new hedges will make sense.

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No Privacy 🅰️nymore

@no-privacy.bsky.social

4 days ago

Since this trade was posted, $ASTS is up ~30% and the October $50 calls are up 100%. NFA of course but HECK YEAH! Feels great to time a trade like this. I think it can really run through September when I will look to close the position and convert the calls back into shares (the more the merrier!).

No Privacy 🅰️nymore @no-privacy.bsky.social

Sometimes when you WANT to buy more shares but don't have free cash you can convert shares into In the money calls. This is NOT financial advice. However I converted 1,000 shares into 40 contracts (4,000 share equivalent) of the Oct 2026 $50 calls. Break even on the calls is $62.30. $ASTS

Orders showing the sale of 1,000 shares and the purchase of 40 contracts of the October $50 in-the-money (ITM) calls. The breakeven price is $62.30 on this transaction.

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No Privacy 🅰️nymore

@no-privacy.bsky.social

3 days ago

Another successful 🚀 by $ASTS @ast-science.com this morning! www.businesswire.com/news….

www.businesswire.com

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No Privacy 🅰️nymore

@no-privacy.bsky.social

4 days ago

$Asts and $pct are by far my biggest positions. I like to focus on very few companies that are solving really hard problems. $OPEN is much smaller for me but it has 10x potential from here if they can pull it off. Will take longer to really know.

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Tom Hearden

@followtheh.bsky.social

23 days ago

in the last 10 months: $ASTS $36 --> $102 --> $49 -->$129 --> $63 --> $133 --> $53 it's called investing!

4 1 15

No Privacy 🅰️nymore

@no-privacy.bsky.social

5 days ago

I’m not a big fan of $META however WhatsApp is incredibly widely used globally for low cost messaging and voice communication. This LinkedIn post describes the collaboration with $ASTS. Optimized software for NTN connections is a great way to keep costs low and support more simultaneous users.