Reformed Tr🅰️der

Everyone wants to buy low and sell high until it's time to buy low

$ASTS : 🚨AST SPACEMOBILE DISCLOSED IN AN FCC FILING TODAY THAT IT PLANS TO LAUNCH 20x BLOCK-2 SATELLITES BY THE END OF 2025 "Planned Upcoming Satellite Launches: AST SpaceMobile anticipates launching up to 20 satellites, including FM1 and excluding the five in-orbit Block 1…

$ASTS:🚨AST SPACEMOBILE FILES FCC REPORT OF SUCCESSFUL BROADBAND SERVICE TESTING WITH AT&T AND VERIZON + 90-day initial testing utilizing five Block-1 BlueBird satellites over 700MHz and 800Mhz spectrum successfully demonstrated voice calls, text messaging, video conferencing…

I didn’t see this until now that @olivierfrancois bought $100k more of $DEFT today. And President @Forson (who I had dinner with last night and blew me away) bought stock too. Screen shots below of their filings. I am long DEFI and an advisor to the company.

$ASTS / $RKLB / $RDW The Missile Defense Agency just released a draft solicitation for a $151B multi-award IDIQ to build a next-gen, multi-domain missile defense system (GOLDEN DOME).

151$B IDIQ just hit interestingly $RDW and $RKLB the specific space names that have seen a pop likely something in the decription that leads to them not sure yet sam.gov/workspace/cont…

This is $SBET 👇

$SAIH this is why I believe the float is locked (outside of the huge bid/ask spreads). I recognize some in this filing is class A shares and the bulk is class B shares. But it implies significant interest for a party to hold 100% of anything, imo sec.gov/Archives/edgar… *NFA

BLACKROCK’S HEAD OF DIGITAL ASSETS LEAVES TO JOIN SHARPLINK GAMING, THE SECOND-LARGEST #ETHEREUM TREASURY COMPANY

$MVIS hard pullback after yesterday's large move. But it appears we are in the process of a long term retest of multiple trends creating one large confluence. *NFA

$OMEX cup and handle setup forming imo. I added more today *NFA

NFTs are back

2/ $ASTS: $135M Convertible Note Repurchase +Repurchased $135M 4.25% Convertible Notes +Issued 5.8M shares priced at $60.06 +Removes $135M Debt from Balance Sheet +Removes 5M Shares Underlying Notes +Removes $37.8M of Remaining Interest

1/ $ASTS: $575M Convert Offering +Initial 20% Conversion Premium: $72.07 +Capped Call Raises Premium 100%: $120.12 +2.375% Coupon +Maturity 5 Years +$560M Net Proceeds +$47M to Purchase Capped Call Convert + Capped Call = 4.79M underlying shares or 1.4% dilution

$MVIS 🤔 On July 22, 2025, the Board of Directors of MicroVision, Inc. elected Laura Peterson to serve as a member of the Board Ms. Peterson served as Executive Vice Chair of Palladyne AI Corp. (NASDAQ: $PDYN) As a Board Director and Chief Executive Officer of Palladyne AI…

I dont recall SAIH was so active in AH

2/ $ASTS: The deal will get priced overnight Initial Price Talk 20% Conversion Premium 2.375% Coupon Senior Notes Due 2032 Orders due 5:30PM EST

$ASTS: AST SpaceMobile launches $500M convertible. This is a really smart move given the deal will price off of $60.06 closing price. Assume 20% initial conversion premium = $72 Add capped call structure to get to = $120 Raising $575M gross (w/ shoe) for likely 2% dilution

$OKLO still going. Good for the SMR sector $GSRT. Would be a good time for $SAIH to update on their SMR business.

$SBET also filled its gap

$SBET just had a massive ask of ~400k come in and get bought. Looks like a seller capitulated imo. It tagged the 50sma and is attempting a bounce. Has a flag pattern that could breakout with a close above today's high *NFA