$ASTS This is so relevant. Own the underlying tech (ASTS) + the Eastern Hemisphere monopoly (VOD)

🧵(2/2) Risks: Regulatory hurdles in UK merger (CMA review ongoing), Germany fixed-line competition, FX volatility (Türkiye/Egypt). But tailwinds outweigh: EU recovery funds, 5G rollout, B2B digital (+2.9% organic). Updated SOTP Valuation: Core Assets + Satellite Kicker

$ASTS $VOD Vodafone H1 FY26 Earnings: Momentum Building with Satellite Upside 🧵(1/2) The telecom giant is executing its transformation amid a consolidating Euro landscape, with accelerating organic growth, strategic integrations, and untapped potential from its SatCo JV with AST

$ASTS $VOD The Second Order Effect. Anyone who’s long ASTS needs to be long VOD.

$ASTS $VOD This is relevant

$ASTS $VOD Massive quarter for Vodafone! "In the second quarter, we saw service revenue accelerating, with good performances in the UK, Turkey and Africa, and a return to top-line growth in Germany," Della Valle said.   The company expects to be at the "upper end" of its

$ASTS Deutsche analyst Bryan Kraft: “Did you win Iris^2?” Scott: we won’t comment on any contracts WE’VE WON yet

$ASTS USG contracts are coming ✅ “Received new contract award with the U.S. Government as prime contractor, subject to contract negotiations, while continuing to perform against existing contracts”

Kalshi - Government shutdown likely to end SOON ✅ A sharp drop in the days forecasted in the last hour, where it originally hit 50 days earlier this morning. Major developments happening in D.C

$SBET Fair Value Per Share at Various ETH Prices Based on SharpLink Gaming’s (SBET) current estimated ETH holdings of approximately 856,000 ETH, 196.69 million shares outstanding, and the Digital Asset Treasury model, I’ve calculated the fair value per share for the requested

@ethereumJoseph probably don’t need to tell you how important a new revenue segment would be for Wall Street to reprice your shares. We are looking for tangible guidance of revenue from staking for the next 12 months.

$ETH $SBET Bought 30k shares and 200 $13 strike calls expiring 12/19 for $1 a contract today. When the company talks stake yield and FY26 guidance, the repricing will be biblical.

$ASTS 🤝 $VOD 🤝 EU sovereignty

@Reformed_Trader I think this is more asymmetric than BMNR… just giving you a heads up, chart has bottomed out, fundamentals appear similar if not more discounted.

$SBET

$SBET Initiating a BUY rating on Sharplink Gaming with a $20 PT by EOY SBET’s fair value assessed through its NAV (primarily ETH holdings) plus the value of staking yields and residual gaming operations. • NAV-Based Valuation: ETH holdings (~856,000 ETH at $3,300) = ~$2.825

$ASTS If anyone’s curious about the scale: The total 12-year concession contract for the IRIS² constellationis valued at €10.6 billion. This is a public-private partnership, funded by a €6 billion contribution from the European Union and €550 million from the European Space

$ASTS Today’s announcement that Satco will have its own constellation to provide the EU with its own sovereign D2C solution further reiterates we are in scenario 3. Waiting for FM-2 to ship and we’re right on track. $120-$150 Q1’26