--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/41540136.md" description: "$AST SpaceMobile(ASTS.US)This week, the U.S. Space Development Agency (SDA) once again publicly mentioned the HALO (High-reliability Low Earth Orbit) contract. Immediately after, senior executives at ASTS collectively entered a mode of "heavy hinting":1. ASTS's Executive Vice President (Exec VP) in charge of government operations publicly reposted and amplified this news;2. Their Vice President (VP) of government operations liked this post;3. Their Senior Vice President (SVP) of regulatory affairs is in intensive contact with the spectrum boss at the National Telecommunications and Information Administration (NTIA).All of these actions occurred just before the MILSATCOM (Military Satellite Communications) conference scheduled to be held in Arlington next week.Four top-level giants from the defense and regulatory sectors simultaneously and collectively moved. Listen, no company would coordinate such a highly synchronized public campaign for no reason.As far as the public knows, ASTS's only defense contract is worth a mere $30 million. But think about it, if it were just for a small $30 million contract, who would go to the trouble of establishing a full-fledged defense business unit equipped with an Executive VP, a VP, and dedicated U.S. government space experts?This week, ASTS executives personally confirmed that the same satellite constellation currently being built and launched can not only provide civilian mobile internet service for AT&T and Vodafone but also directly provide strategic communications for frontline warfighters. One satellite constellation, two super cash flows.But I believe a major defense contract announcement is being meticulously prepared. In terms of timing, this aligns precisely with SpaceX's IPO, the launch window for BlueBird satellites 8-10, and the MILSATCOM conference from June 8th to 10th.The above is the analysis from a big shot I saw on Twitter. So, focusing on next Monday to Wednesday, if ASTS can really sign a big deal at this conference, it would be huge. Even if they can't sign, if the conference mentions "accelerating the implementation of wartime commercial augmentation CASR to direct-to-device phones," it could still take off? Moreover, executives confirmed that the launched satellites are dual-use, which means an additional cash flow stream.Looking back, RKLB, as part of the same sector, has an options chain that is clearly not as exaggerated as ASTS's. ASTS's June 170/180 strike price volume and open interest are ridiculously high. If the speculation is about the SpaceX IPO, why would the main force only focus on ASTS? Isn't RKLB's fundamentals more solid? Also, in the past week, ASTS has seen net inflows. Considering this information, one can't help but suspect that big money might already know that ASTS is certain to sign a big deal. Coupled with the SpaceX IPO and the satellite launch catalysts, could the stock price really surge?Anyway, I only have shares and some leveraged positions, I can hold, and I still have profits, so I'll keep holding 😂@彩子The above is all speculation from Twitter experts and my own thoughts." datetime: "2026-06-05T15:40:54.000Z" locales: - [en](https://longbridge.com/en/topics/41540136.md) - [zh-CN](https://longbridge.com/zh-CN/topics/41540136.md) - [zh-HK](https://longbridge.com/zh-HK/topics/41540136.md) author: "[巨力哥](https://longbridge.com/en/profiles/17595446.md)" --- # $AST SpaceMobile(ASTS.US)This week, the U.S. Space… ### Related Stocks - [ASTS.US](https://longbridge.com/en/quote/ASTS.US.md) - [DXYZ.US](https://longbridge.com/en/quote/DXYZ.US.md) - [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md) ## Comments (20) - **宝总来了 · 2026-06-06T08:46:36.000Z**: Shareholders who knew the news reduced their holdings again, leaving the opportunity to get rich to their families, that's really nice. - **巨力哥** (2026-06-06T13:04:44.000Z): This share reduction was already submitted a year ago, and today's sale was automatic. It just happened to coincide with a big down day, so it has little impact on the market. - **发发发发发发发发 · 2026-06-05T16:37:43.000Z**: Come on, give me some mental massage 😭 - **一起炒美股 · 2026-06-05T15:45:54.000Z · 👍 1**: I saw this news last night. - **巨力哥** (2026-06-05T15:47:03.000Z): Wait, at least until next week - **三思又三思** (2026-06-05T15:47:15.000Z): Waiting for a miracle hahahaha this stock really cracks me up, even crazier than Tesla - **一起炒美股** (2026-06-05T15:49:55.000Z): I didn't buy this stock for short-term speculation; I bought it when it was over 40. It was always an investment mindset, not because of SpaceX. The higher the expectations next week, the greater the - **彩子 · 2026-06-05T15:43:56.000Z · 👍 5**: Hopefully, it's mainly to let everyone get some back. Having news is good. - **赚够100%改名** (2026-06-05T15:44:50.000Z): Caizi is feeling terrible. - **赚够100%改名** (2026-06-05T15:45:07.000Z): Been wandering and struggling all along - **bonnefoi112** (2026-06-05T15:45:19.000Z): Bro Caizi, I feel like you're about to lose your cool 🥹🤠 Let's talk about it after next week