Hold AMT as quality compounder thesis remains intact, but trend below both 50 SMA ($174.75) and 200 SMA ($175.68), a clustered Aug 5-10 binary event window (ASTS launch + Q2 print), and a 139% QoQ interest expense jump (Q4 2025 $182M → Q1 2026 $435M) into a $45.13B debt stack at multi-decade highs argue against aggressive adds. Execute smaller trims (10-15%) into the SMA confluence test, re-enter first tranche at $168-170 with 20% sizing, and preserve confirmation triggers for larger adds.