ASTS

Huge-Ad-8210

Sold 31 puts today of ASTS 3/13 $85. Lets hope they expire worthless :)

anonymousbopper767

ASTS doesn't have a fucking product. They have a bunch of pump-n-dump letters of interest that anyone can get. Here, watch me: would you like to sign up for the cure for cancer if it came available next year? OMG first customer!!!

sashazaliz

this is actually solid advice. SPY wheeling is safer but the premiums are thin bc of the low vol. the real sweet spot is finding stocks with elevated IV that you genuinely wouldnt mind owning long term thats the whole game. ASTS-type stuff is a different animal, premiums look amazing until the stock cuts in half and ur stuck bag holding. underlying selection is everything with the wheel

MiloGoesToTheFatFarm

SpaceX is so behind on this. Their partnership with T-Mobile is just a hack over existing legacy infrastructure. There are other companies like ASTS and Iridium that have constellations that are ready to connect to devices as soon as the devices hit the market:

Impressive-Bee-5183

I'm going to push back on this pretty hard, not because wheeling is bad, but because the reasoning has some red flags. **"The premiums are super juicy"** This is the most dangerous sentence in options trading. The premiums on ASTS and ONDS are high because the market is pricing in massive move potential. You're not finding free money - you're getting paid to absorb risk that other people don't want. **The math on your ASTS example:** $2,880 premium on $70 strike = 4.1% return in 31 days. Sounds amazing. But ASTS has moved 20-30% in a single week multiple times. If it drops to $50, you're assigned at $70, down $20/share ($2,000/contract) minus the $2,880 premium. And that's only two contracts. On a stock like ASTS that can happen on a single bad headline. **S&P500 returns \~10% annually with minimal effort.** To beat that wheeling, you need consistent wins AND you need to avoid the blowup trades. One bad assignment on a volatile name can wipe out months of premium collected. **If you still want to wheel (which I get, the income is appealing):** Don't move all $80K. Maybe $20-30K dedicated to wheeling while the rest stays in SPY. Then: * Pick stocks where IV is elevated *relative to their own history* \- not just "premium looks fat." ASTS premium is always high because it's always volatile. You're not getting a special deal. * Make sure sentiment isn't already turning bearish before you sell puts * Avoid selling CSPs right before earnings or catalysts * Diversify across 3-5 names, don't concentrate in one or two volatile stocks I track this stuff on about 4,000 tickers daily - built a tool to check whether IV is genuinely elevated vs history, whether sentiment favors sellers, and whether there's an event landmine in the DTE window. Free to use, called Options Pilot. Would at least help you avoid selling puts on names where the "juicy premium" is high for a very good reason. The worst outcome here isn't missing out on premium. It's being assigned on ASTS at $70 when it's trading at $45 while your $80K could've been sitting in SPY up 10%. What's your timeline for needing the income?

PersonalFinance4all

Exactly, the edge would be. “Valuation-wise, ASTS is cheap at 70$ so if it hits that I want to buy, hence I wrote some puts and collect premium in case I don’t get assigned”

sport912x

My options show ASTS 10Apr 70 Puts at 2.43 , but maybe 2.88 when you posted. Sounds like you are going to sell 10 Puts.. that sounds like way too much, but you seem to think that requires 70k, which it does for a CSP, but more like 11k if using BP in a Margin account... the other 60k could be in TBIL or some such earning interest. Also the 70 Put shows an 18 Delta , not way Otm but still a SDEV away.

Elegant_Primary_7133

It sounds great on paper, but you’re essentially trading a sleep well at night asset for a high stress job. Those premiums are juicy for a reason.. the market is pricing in the very real chance that a stock like ASTS could drop 30% or more in a week If the S&P 500 drops 10% it usually recovers. If an aggressive stock like ASTS crashes 50%, wheeling it won't save you.. you'll just be selling covered calls for pennies while your $80k is cut in half. If you really want to try this, maybe move $10k–$20k first to see if you actually enjoy the management and the stress before nuking your entire safe core

Mean-Evidence-4056

PE doesnt apply to space companies, see ASTS

Ok_Ranger1275

I'm aware these are high beta stocks and they're incredibly volatile, as an ASTS investor I've seen it happen time and time again. It feels to me as if these high premiums allow me to sell way OTM options to avoid assignment. You wouldn't consider it even when aiming for solid returns?

Federal-Hearing-7270

Have you heard about ASTS

AppleJuiceTwo

the real war is the murder ASTS is doing to my balls

Ok_Wealth_3433

ASTS stop trading like a safe haven and just rip 10% thanks

UptickerCofounder

ASTS options are pricing a huge move. Apr 17 straddle implies ±26% and IV is still over 100%. Market range basically $70–$135 in a month. Anyone actually trading this or just watching the fireworks?

spacecoq

So funny. I come back to Reddit every now and then, people thanking me for recommending ASTS 3-5 years ago. And then I see the comments from back then of people saying the same thing, while I laugh all the way to the bank. It will be the same in 3-5 years

Maine_Man

I held ASTS for years and then gave up

Blackhole_sun81

ASTS + RKLB going to the moon  These 2 companies currently valued around 35-40 billion are easily worth north of 100 billion today

Three_of_a_kind3515

Screw the war bullshit.. calls on HIMS, KSS, and ASTS.. let’s go!

Starkfault

!Banbet ASTS -20% 1w

RoastedToast007

> ASTS is lead by a charlatan and has broken promises.  Care to elaborate please?

Overall_Option_8883

ASTS 🚀 News on Bloomberg radio about T investments into satellite coverage mentioned by name 

Iunatic

Remember when SpaceX said in a letter that ASTS was a meme stock? LMAO

SeattleOligarch

ASTS. This year into 2027 is a crucial execution year for them. The tech is already confirmed to work and they're expanding manufacturing, but they are in a bit of a potential bottleneck with launches. They need to get sats up in the air ASAP to begin commercial services. 3 billion potential mobile subscribers over 50+ Mobile Network Operators (MNOs) spread out globally + next gen military contracts. I'm in for 500 shares, 8 $40 Dec 2027 calls, and 8 $100 Jan 2027 calls. With the world the way it is, anything drone related is probably going Gangbusters in the next 2-3 years as well. I've been wheeling RCAT for a while to build up a position and ONDS is pretty popular as well.

MindYoBusin3ss

I have had wild ASTS movements with shares and options over the years.

TomatoSpecialist6879

It's time to break that curse by going full port into ASTS

RanDumbPlay

Why don't they switch to ASTS? Oh, that's right...

RanDumbPlay

A better description: SpaceX is lead by a genius and actually has a working product. ASTS is lead by a charlatan and has broken promises.

RanDumbPlay

Beginning of the ASTS take down. Don't fuck with the Elon. You're unAbel to win.

ilchymis

ASTS, CRWV, NBIS, IREN, and OKLO (ugh).

shugo7

ASTS has invented a golf bag with many golf club to play golf and have the precise club for any job. Starlink invented a hockey stick to play Hockey, saw that more people play golf and now is trying to play golf with the same hockey stick.

AlbertiApop2029

So true. Threw $500 at ASTS one day on a whim and a phuck-it. Heh. Put $500 on shorting the S&P today. Heh. [Kelly Criterion](https://en.wikipedia.org/wiki/Kelly_criterion)

NotMe357

Lol. If Elon target ASTS then its very bullish for ASTS. It means that Elon see them as a competitor and there is not many good competitors Vs. SpaceX.

Overall-Fold-9720

"Mean ASTS is taking contracts in Europe, they are fake americans, please pick me"

Overall-Fold-9720

LMAO, spaceX crying about ASTS to the Federal Communications Commission

Brilliant_Plan9413

Already a millionaire and already made 200k on my ASTS position I've been holding for 2 years.

cruisin_urchin87

This is super secret ASTS stuff. But fuck it, 8 the hard way.

Brilliant_Plan9413

Well take it from someone who does know. This is DD. OP is interpreting this exactly correct, and SpaceX has been floundering to find any angle to slow ASTS down via FCC filings for years. Luckily the head of the FCC and the US gov at large are big fans of AST, and see through the tantrums of SpaceX. Let me reiterate this is DD. And knobhead here has no clue what he's talking about.

Brilliant_Plan9413

It took them a year to design a government purpose built constellation, and then they got to work on production. Meanwhile Starlink gave up on their D2C satellites because they were hot garbage, and now are promising a new design in mid 2027, and Elons timelines are about as good as ASTS so I guess we'll see if they are any good in 2029.

TV_Good4Brain

My only recent buy has been MSFT. Picked up 250 shares at 415 and then of course it dropped right after and is struggling to get back to that point, but the targets on it all look great, so I'm not worried. I have a large position in NVDA and don't plan on touching that. I've been watching META, but I might already have too much in that sector. I'm watching RKLB, ASTS, AVAV, LLY, but no solid plans.

NOGLYCL

I’ve been enjoying ASTS since Jan. Wheeling CSP’s for decent premiums and if I get assigned I don’t sweat it much and start selling CC’s near the money. Rinse and repeat weekly.

Shdwrptr

You could read it as SpaceX trying to bully ASTS if you don’t know anything about ASTS. Verizon and AT&T are both backing ASTS and are backing most of their FCC filings. SpaceX doesn’t have the muscle to bully ASTS, Verizon, and AT&T

WindWhisperingWisp

With all the partnerships ASTS has been cementing with mobile network operators worldwide it seems SpaceX is in for some serious competition in direct-to-device (MNO's seem to agree ASTS tech is better and the partnership is more lucrative than a partnership with SpaceX). Biggest challenge for ASTS is still getting their full constellation of satellites up, but once they succeed I see the share price potentially going 10x to 20x from here.

MethFistHo

ASTS is not a rocket company

DingbatDarrel

ASTS is generational tech. If SpaceEx continues to as a leader as well, great, it’s good for sector. If ASTS continues as an innovation leader, it will be phenomenal to peel gains off for years to come

2handsjefe

I can’t tell you’re upset because you have a position in ASTS. That’s okay and understandable. This is typical corporate behavior. Especially, because SpaceX is the first mover in this space (no pun). Your post says “extremely bullish” and you cite this letter as justification. I’m clarifying for the community that this is not DD (as you’ve acknowledged). Sometimes Stonks go up. Sometimes they go down. Sometimes it makes sense. Most of the time it doesn’t. I hope you make so much money. I hope you buy a gallon of cocaine.

WorkSucks135

They do have the technology they just can't seem to build it faster than a snail's pace. It took them over a year to build and launch one fucking satellite, and in the 6 months since then only complete one more. Starlink put up an *additional* 2,000+ satellites in that same timeframe. Yea, ASTS's are a whole different animal and way more complicated and Starlink's tech doesn't touch ASTS's, but at some point it will and ASTS's first-mover advantage will be vaporized overnight.

BiggieMoe01

I didn’t say it’s DD, didn’t tag it as DD. This is a grown-up tantrum by SpaceX. “While AST continues to wrap itself in the American flag before the Commission, its messaging in Europe tells a different story”. This is a tantrum. SpaceX is trying to play any card it can to get an advantage over ASTS, the creation of SatCo in Europe and partnerships with Telefónica and Orange. A full-on, grown up tantrum.

2handsjefe

I don’t know. This isn’t DD. OP found a filing read some of it. Understood less of it. Posted on Reddit. You can read this as SpaceX takes them seriously so Stonks go up. Or, you can read this as SpaceX is the 300lb bully who is going to see to it that ASTS goes nowhere. Let me reiterate, this isn’t DD.

limceed

ASTS announced share dilution not that long ago. it's trading $90 what do you guys think is a good target value ? $1000 ?

BullyMog

ASTS seems like a buy under $100. Calls or shares. You should put these in your tfsa brother

Overall_Option_8883

I'm long ASTS. If they have the technology to make regular cell phones satellite phones it's going to be a game changer plus the government application for Golden Dome ect

Top_Category_2526

I don't hold ASTS but if i touch the stock it will crash after that

fakehalo

Turned the tide a little fighting the ASTS meme army, I can count on my hand how many times I've seen it end up without bag holders... and Tesla was one of those very few. I dunno why these guys think they're gonna win a fight when a Goliath is already in the room with them... and I don't even like Elon, just a bad setup to own a stock that's run on this much hopium.

Ok_Wealth_3433

My ASTS 90c are alive and well thank you Mr 🌮

ten7four

How is ASTS even red right now. What. The. Actual. Fuck. Rigged fucking market. Fuck the MMs.

qtac

There is a whole sub of people convinced that not only will ASTS be first, but that Starlink will fail because their tech is “crap”. See the guy I replied to as an example.

banditcleaner2

saw a similar comment for ASTS puts over earnings and ASTS rocketed so I am not at all convinced. in fact, with how beaten down the stock has been, I'd expect the opposite and a relief rally to come as they announce massive layoffs to reduce debt or some shit.

Ok_Wealth_3433

Really need ASTS above $90 this week

qtac

ASTS moonboys love to compare Starlink today to ASTS in 2028+ and it's so dumb. Today: * Starlink has successfully deployed and marketed a low-rate D2C service (\~3Mbps/beam), and can do D2C video calls in proof-of-concept demo * ASTS has no deployed service but can do video calls in proof-of-concept demo Future: * Starlink will launch a constellation of V3 satellites with Starship with broadband speed (smaller antenna, but half the altitude --> similar gain) * ASTS will launch a constellation of satellites with broadband speed I will bet my lunch money that Starlink will market broadband service before ASTS.

EmbarrassedKoala3982

!banbet ASTS 95 5d

ten7four

Why the sudden dump on ASTS? Press release?

BoredandTypin

No. It’s not. It’s awful. Basically near unusable. And ASTS has actually done test calls. ASTS truly has a monopoly.

call_me_steve-o

Investing in tech is probably the best thing to do right now. I wish I got into it early when a co worker told me about it, ASTS Spacemobile. It was only just a few bucks about a couple years ago, it’s now been sitting around $100, hit its highest at $120+ a few months ago. My co worker was telling people to get in on it when it was around $3-$4, I waited a few months after it went up to $12, about a month later it ran up to $40 in a short time. I sold it all last year @ $71 ps to guarantee a profit, kept about half of it and was waiting for a dip to buy back, literally only days later it ran up $95, I decided to wait a while for a dip and not buy over what I sold at, I ended up buying back around $100 with what I had just to be locked in. I would really look into ASTS, they’re a legitimate company that’s a rival to Space X as far as satellite technology and the future for internet and communication tech. They’re still in the early stages of building satellites and client lists, even though they have plenty of that which isn’t an issue for them. I knew it was legit when it started to really take off last year, so did my co worker, I’ve never seen or heard from him again since last year. I know from what he had been holding from that stock for years, if he even decided to sell half of it at some point when it was hitting its highs, he’s probably sitting on a beach right now as I speak.

BoredandTypin

Uhhhh. Someone needs to do a little research. Hahaha. SpaceX has shitty direct to cell architecture. It’s crap. ASTS will dominate the market and has the patents and technology.

pooterssssssssss

If this was 2 weeks ago LUNR would be down 7% IREN down 6% ASTS down 8%. But instead theyre all just down 2.3%. Improvement?

Guapglocksndsticks

ASTS???

winpickles4life

Put 2,000+ hours trying to disprove ASTS and couldn’t find good reasons not to invest heavily, so I did. It’s been great 👍.

Steel_BEAR69

They probably wanted to add ASTS but fatfingered SATS

BoredandTypin

Just buy ASTS and rake it in!

Iunatic

While the indices have been flat, many stocks have had large ups and downs. I only trade a few stocks (PLTR, ASTS, AAPL) and I am up 34% in the last 6 months. I think this has been a very difficult time to trade though unlike 2023-2025 lol

conradical30

Oh god I have no clue. Sold everything and rolled it into ASTS over a year ago. Doing GREAT!

CorvetteCole

Google has a ~$1 billion stake in ASTS. Google has a ~$100 billion stake in SpaceX. 

Bussyzilla

ASTS can be considered one with the golden dome stuff now

corndogslayer

All I'll say is alphabet's (googles parent company) biggest investment right now is in ASTS

Ok_Wealth_3433

Mr Market ASTS is a defence stock please pump it

cruisin_urchin87

Please tell me ASTS, RKLB and NBIS are defense stocks

Ok_Wealth_3433

Can’t wait to buy some juicy ASTS dips

Funny-Conclusion-678

Lmfao. I have no position. ASTS and chill plus the occasional SPY 0DTE. If it hits 100 what makes you think you’ll cash out for profit? Greed is one of the seven deadly ones. If it hits 100 WOW, but it won’t. If it did, I think you would diamondhand it into the dirt.

Funny-Conclusion-678

I have no idea. I don’t follow this stock. I’m ASTS and chill lol.

CorvetteCole

"your radio transmission gets converted to data on sat before being beemed to target mobiles." I'm sorry, how do you think ASTS works?

Ok_Wealth_3433

I got my ASTS $90 csps for this Friday, praying the market starts pricing it as a defence company

Ok_Wealth_3433

Are my ASTS $90 csp’s cooked for next week?

browniescout

RKLB, ACHR, ASTS, KTOS.. plenty of room for growth

spacecoq

Here we go… It is no longer a pre rev company, you need to catch up to the latest earning call. To answer your first paragraph, please take the time to read through this comprehensive report that outlines the majority of my thesis. Fundamentals question is answered with the report, I’m not sure if it’s updated with latest quarter, but 2025 was the year of building the manufacturing to produce a consistent stream of sats, around 6 per month. 2026 is the year of launch - inevitability, launch contracts already in place: https://www.kookreport.com/post/ast-spacemobile-asts-the-mobile-satellite-cellular-network-monopoly-please-find-my-final-comp Starlink is already more established so your logic is AST fails because there is ONE competitor…? Literally every company on earth shares a market with competitors… “Real company providing real service” - this is happening right now with AST… multiple pre-payments from MNOs, and mainly military-revenue from Golden Dome project. 6 satellites in orbit, one launching in March, 6x launching the month after, with 45-60 by EOY - need 60 for continuous service in North America, Europe, and Japan. Each satellite in 2400sq ft, largest ever deployed, far more advanced than Starlink D2D tech. How is it going to displace Starlink? - it does not need to… again, the logic behind this statement makes no sense. It assumes because there is no competition simply because of a first to market mover advantage, which often means nothing in the long run. It will be a duopoly. Also, they have COMPLETELY different business model… one is super wholesale and a partner to MNOs, doing rev share and spectrum sharing between MNO and AST owned spectrum. Starlink is trying to REPLACE MNOs, and is already starting to find itself at the center of the question: Why partner with a company trying to eat my lunch? Hence, why AST has more than 50 MNOs as partners, whereas Starlink has what, 5 or 6? Did you find it concerning that everyone on Reddit is bought in? - No, this is a recent phenomenon. It was unknown prior to last year. Also, this is a reflection of how exciting the technology and addressable market is. You’re conflating price momentum behavior with fundamental valuation. Even if retail sentiment is frothy, that says nothing about whether the company’s actual business model succeeds. Who’s left to buy? - Everyone..? Is your assumption that there is truly no one left to buy? Even as revenue dramatically ramps into the ridiculous revenue numbers? The company is literally just ramping into rev… people like you who demand revenue increasing will begin to take notice and DCA. (50+ MNOs customers across the world AST will have direct access to as the constellation comes online). Check out institutional ownership rates…. dramatic ramp over the last year and continuing. One of Alphabets largest holdings. And your last sentence about people not knowing when to sell and the party stops… this is a logical fallacy. That argument applies to every stock in existence. You’re essentially arguing that because some retail investors hold too long, that my specific thesis is wrong. That’s a complete logic disconnect… investor behavior has nothing to do with whether the underlying company has value. Tell me exactly what metric or milestone would signal ASTS has failed, otherwise you’re just describing how markets work in general. I’m sorry I just did that to you and you’re welcome.

OPzCatchMee

ASTS. Boring new innovation for dead spot on earth. And they just got a government money so hopefully government work will be given to them. Of course it's not as big as the companies you named but one day it will.

Seed_Is_Strong

I bought ASTS at $11 and sold at $22. sigh.

DaddyFatSacks96

!banbet ASTS 75 6d

CampSea1101

I lol-ed at the first post: That ONDS doesn't have factories. Intel has chip manufacturing capabilities. AMD gave up on the foundry business and went to TSM. Who won the race in the end? This post has the same vibes as: Don't buy ASTS because it diluted like 10 times since 2024. ASTS has even worse numbers on paper compared to ONDS but it will continue to print mad money for the traders and investors who play that stock. Using the same logic, Nvidia would never have made it because they couldn't produce their own in-house chips, right?

CriticalBlackberry90

I rode the ASTS pump -> dump this week and doubled my port with ASTX -> ASTN. But I feel like it is probably going to theta for a while

SlyCooper007

Im convinced ASTS will pump in the next few weeks. But I’m also a massive bull so 🌈🐻 may disagree.

fakehalo

More ASTS for you, I've never been married to a stock in my life and it's worked out great. > You haven’t mentioned one thing regarding technology, vertical integration, manufacturing, partners, TAM, demand… that shows a lot that you had no idea what you actually owned and are missing out on. You talk like this company is turning a profit, what do you think will happen if we enter a bear market? These kind of plays get destroyed every time. It's already down 10% this week when the market is only down a couple percent... I missed the boat though, I didn't actually open a spread on it, I forgot about it. Maybe if it gets >100 again.

DiscussionNegative14

What makes me feel great is I had a bunch of long term $3 calls on ASTS a while ago. Had 12 contracts and sold them at 250% bc I need the money

ItInProg

bought ASTS calls expirin next week so naturally the price begins dumping

spacecoq

The fundamentals of ASTS has nothing to do with historic bull market… you haven’t mentioned anything regarding their scaling, technology, production ramps, partnerships, street valuations, float, management, or business strategy. Which shows you have absolutely no idea what you’re pulling out of your ass right now.

Purpletorque

ASTS. Also a long term investor took a lot of cash off table to sell options. Doing it in an IRA. This should be illegal.

owenmills04

Current targets VT --> $125 MSFT -->$360 ASTS --> $75 RKLB --> $50 CAN'T WAIT

deeeflooo

I was waiting for my $90 ASTS calls to be exercised but the market closed on a nose dive..wild

ten7four

I get there's some market instability at the moment but their is absolutely zero fucking reason ASTS should be red right now. Rigged fucking market.

Ok_Wealth_3433

Once the market realizes that ASTS is a defence play and there is an ongoing satellite race, $100 will be long gone

Jsalz

Im fully ported in ASTS for a few years now. I still believe it’s early compared to where the stock will be in a couple years.