ASTS

Silver_Initial3718

To be honest they remind me a lot of $IREN last year where people didn’t quite understand their business, worried about dilution and cash flow etc. Also reminds me a lot of $OPEN where they’re doing a lot of revenue but losing money which has lowered the multiple immensely. My biggest concern is a full blown recession will send all stocks cratering so this will easily be cut in half but if the govt. continues investing in drones, the $RDW recent acquisition could see new govt contracts and a rerating in 2026. I could easily see this one becoming the new darling for the year and running with $ASTS $RKLB. Big risk big reward imo

CyberbianDude

I got into ASTS at $32, about $15K worth. Hoping to hold it long term but keeping a watch for the next 5 years.

squirtymagoo

RKLB was just $40 a month ago and ASTS $17 one year ago. I like RKLB but at this price a lot of profit is still going to be taken in the following days. It's going to be a bumpy ride to $100.

squirtymagoo

RKLB was just $40 a month ago and ASTS $17 one year ago. I like RKLB and I think it gets to $100 in 2026 but its not gonna be a smooth ride getting there.

Hiro-Nishi

ASTS having a dip right now, should i buy long?

0210-

73.33% in my Roth IRA - I opened 6 months ago :) started with my max 8k it's now 13.98k - mostly Day trading but at limited pace cause of settled funds. Highest place was I was up to 19k, but November got me good, but I learned a lot. Will also be able to put another 8k in and will do a more long holds with opportunities in swing trades on breakdowns, and will use the 6k I'm up from 25 for a bit more speculative trades RKLB -ASTS - GOOGLE - INTEL - CEG - QBTS - IONQ - KRMN sone of which I'm waiting for next leg up confirms- and all with stops at either thesis breakdown or tighter trail stops or below the KC on runners/ strategy is to also keep the 8k a year in strong compounders and trip profits to pool into my speculative bin. Which is nice without any tax events within my Roth IRA.

Natural_Sky6432

ASTS, again.

Worth-Emotion

Built a heavy position in PLTR, HOOD, and ASTS. I think it'll be a choppy 2026 and will be selling covered calls to build a bigger position in ASTS. I think ASTS will literally moon in 2027.

spacecoq

People forget $ASTS is still a pre revenue company on the precipice of launching the worlds for D2D broadband constellation with more than 3bn subscribers just waiting to be unlocked

rueggy

Spot on about having an active subreddit with knowledgeable users. That’s something I look for too. Found it with PLTR, ASTS, and RKLB. Not to be confused with an active subreddit with dumb users, like you’ll find for the meme stocks we probably can’t list here. I actually bought some POET leaps today. Their sub reminds me of the other 3 before the stocks took off.

rueggy

Spot on about having an active subreddit with knowledgeable users. That’s something I look for too. Found it with PLTR, ASTS, and RKLB. Not to be confused with an active subreddit with dumb users, like you’ll find for the meme stocks we probably can’t list here. I actually bought some POET leaps today. Their sub reminds me of the other 3 before the stocks took off.

_TheSuperiorMan

But if the ASTS price chops in half (the stock is volatile after all) you're still likely to recover from the loss. Not the case with options. The downside is protected but there's no recovery from the loss. My knowledge of options is very limited so I'm happy to be corrected.

Natural_Sky6432

153% YTD. Mostly ASTS.

Aquabullet

35.03%. I was honestly very lucky... GOOG, LEU, MLI, NLR, ASTS, FCX, RDDT And I moved a portion of my holdings into VXUS. Vast majority of my holdings are still VOO and a target index fund though.

denob

Up like 500% lol ty RKLB ASTS PLTR RDDT

ShoppingRich9312

48.3% mainly helped by NVDA, ASTS and RKLB. NVDA is now fairly overweight in the portfolio

AverageUnited3237

such an OG name - lunatic. yea i sold CCs and closed already, so im up more or just as much as i was at the ATH. Wasnt full port on ASTS in this account for the whole year (though 95%ish until 6 months ago), could have juiced a few more % out of it if i was but at the end of the day this was a life changing year for me! 2026 going to be a big year for ASTS

NoRecommendation9108

Man I wanna buy ITM LEAPS in ASTS so bad but it’s so pricey

Capable_Wait09

ASTS was $3 18 months ago. They de-risked of course, but it wasn’t like investing in their SPAC days. They were a diamond in the rough last year.

Iunatic

Looks like you bought the dip since you're up to where it was when it hit 100? or maybe you had less ASTS then. Either way congrats. One of the most solid companies to yolo it on today

trix_is_for_kids

Actually took a small position yesterday. Considering going all in Onds, ASTS, and poet since I have 10 years before having to withdrawal it all and rmd is only a couple hundred a year

Conturn

45% in Brokerage; 21% in Roth. Brokerage was mostly ETFs with ASTS & HOOD sprinkled in. Roth was a lot of things, but the biggest player was QBTS.

mikeatx79

My first year of day trading looked a lot like this. I returned to value investing and even with a lot of losses I’m up 67% mostly from space stocks. Most of my portfolio is down a bit but I have a few huge winners like PL, ASTS, and RKLB and well positioned for the future. https://preview.redd.it/4r0o5wizomag1.jpeg?width=1320&format=pjpg&auto=webp&s=48dfbc66696977bb82bc3bb55d6bdce43e90b496

Secret_Mix4532

Up 81% thanks to ASTS, started my investing journey after tariffs were announced in April.

AngronTheDestroyer

41% thanks to ASTS mostly.

RRRRRRRRREEEEEEEEEE

ASTS is the next ASTS

BobWileey

I know people trash claude or chatGPT - generally around these random DD posts that are created with emojis strewn throughout - but I used AI to assist in decision making and strategy development. I have high conviction in this pick and feel that the ASTS tech is only proving itself daily, so significant drops in price on new news are absolutely opportunities in my mind to buy calls or sell puts. Selling CC's on this one is tough, since it's so volatile.

DiscHashDisc

\+244.65%, mostly ASTS gains, which is 80% of my portfolio, but I did make a nice chunk riding the BYND meme.

jmax1975

Up 27%. My portfolio is 60% a basket of ETFs that I DCA into, so I feel pretty good about my stock picks. Best performing were RKLB, ASTS, GOOG, SOFI, TSMC, CELH, and ATZ (Aritzia).

chainer3000

More like full porting ASTS and rocket lab, I do use leaps though on huge pull backs and hold

partypantsdiscorock

Well I can tell by your patient, rational temperament that you have tons of success. /s That's not how leaps work. There's intrinsic and extrinsic value, and managing these can allow you to extract more value from options than from stocks. I wasn't being overly complicated with my above example. See my other comment where I actually suggest ITM is usually better for LEAPs (at least highly speculative ones). If you buy 100 shares of ASTS at $75 and the price chops in half, you are down $3750. Right now, 1 premium for a $75 call with 2 year expiry is about that same price. The thing with buying calls is that the premium is the max loss you can have, so if you buy a call for $3750, you can't lose more than that. If ASTS continues to drop, to say $25, you've lost $5000 from share value but still only $3750 if you own a call. If you want to own speculative stocks, you are literally betting on the stock going up. Calls allow you to cap your losses. Yes, it's leveraged, but THE LOSS IS CAPPED. The leverage is the UPSIDE. Don't fuck with naked puts and uncovered calls, though, cause that's where leverage will eat you. ITM call LEAPs are literally the safest play you can make for a stock with a lot of volatility and uncertainty. In the case where a company has a runway to profitability within the next year or two and the stock is expected to have explosive upside after that point, the leverage literally improves your potential profit. Short dated calls are another animal, because you don't know which end of volatility you will land on. But of course you knew all that and I'm the noob. Lol.

conradical30

+172% lol. RKLB and ASTS carried the weight of my portfolio.

Smooth_Ferret8081

Solid 56.62% carried by RKLB, PLTR, ASTS, NVDA, and Google

The_Milk_man

55.21% mostly DCAing into ASTS, RKLB, GOOGL, and VOO and a small LEAPs position on ASTS

Mhuisy

142% driven by ASTS and NVDA mostly

partypantsdiscorock

At expiration the value of an ITM option is pretty much all intrinsic, so you could sell the call for the price difference between the $50 strike and $200 current stock price (about $15,000), which is the same as if you exercised the shares for $50 each (pay $5000) and sold them for $200 each (earn $20k, $20k-$5k=$15k). The benefit of exercising is that you can continue holding the stock for additional upside, but this is dependent on what you think of the stock's future. If it has plateaued, maybe you want to sell the option and put the capital elsewhere. This is also something you can do prior to expiration. Just to clarify, I personally think this is the most capital efficient method to invest in ASTS, but since there is a buy in cost, there is also a breakeven point that is above the current stock price (strike price plus premium, or $50+$48 in our above example, so $98). But you only paid $4800 as opposed to buying shares for $75 each, so your return on cost is greater the further you get from breakeven. Since we've already crossed $100 this year, I feel confident we will land above $98 in two years, but things could collapse and change. Finally, if the stock explodes say, a year from now, you could sell the option for more than the intrinsic value, because they are also priced based on volatility and time to expiry. If the stock hits $200 a year from now, you may be able to sell the option for, say $1700, because the option hasn't lost much value to time decay. However, you then lost any potential growth in the final year (ie what if the stock hit $250 or $300), although you lock in your gains in case the momentum slows. Ultimately, your investing decisions are your own and this is not financial advice, just additional info and context to consider.

Waste_Cauliflower_11

Bought SLV and ASTS

arcflash23

+50%. RKLB, ASTS, NVDIA, TSM, caught the falling knife perfectly with UNH, other small losers but bigger winners here and there.

djgriff

How is everyone exposed to $ASTS

Laffargan

+300%(still down from +520% on 14 October) 🥹 mostly ASTS and RKLB

Jelopuddinpop

181% ASTS, SCHG, SCHD, RKLB- in that order by weight

mnkhan808

Same. RKLB ASTS and SOFI exposure helped a bunch

mobidextrous

231% heavy on $ASTS

foldyaup

I did 288% holding rocketlab and ASTS

WillNeighbor

172%. ASTS

Tasty-Musician3539

ASTS: constellation buildout and government revenue will accelerate exponentially in 2026. PGY: profitable, rapidly growing fintech trading at a distressed valuation over (overblown) concerns on the health of the private credit market. AUR: the leader in self-driving freight will grow exponentially to hundreds of trucks on the road by year end and remove their observer from all trucks by the end of the first half of the year. AMPG: distressed micro cap in the process of converting big LOIs. The only domestic manufacturer of ORAN.

biowiz

Much better. I legit went meme stocks and put little effort into research this year and was full don't give af mode. I owned ASTS, UUUU, SOFI, HIMS, OPEN. Anything that was trending on Fintwit. It was a fantastic year to follow those tickers blindly, but it has cooled considerably. I don't expect any of them grow much further. I was up 400% on $UUUU alone and probably should have sold at the top, but I'm currently just under 300% for it (I bought it at $5). My biggest regretting was not going hard with GOOG, which I knew was stupidly cheap, but I read doomer shit on this terrible sub and chickened out of it. And also not investing more in general.

BobWileey

Outsized $ASTS position and feel like I have a decent feel for this stock in general so had some additional success buying and selling options on it. +241% this year overall.

Futur_Ceo

Believe it or not , ASTS

sohikes

I got into ASTS when it was <10 and it was just word of mouth here on Reddit. Heard about it nonstop, did some minor research and decided to take a risk. It was really just a gamble on my part

Shdwrptr

Agreed. I bought both RKLB and ASTS when they were still SPACs and rode them both from about $12 down to $3. It wasn’t easy to hold them through that, especially while some of my other small growth holdings went to basically nothing. I held them all and even bought more on the way back up though which more than paid off for the losers I had.

Shot-Acanthaceae1420

Everything was sweet til Nvidia smashed it Nov 16 and Chairman Xi started sulking. Then I quickly became  full-on degenerate. Switching to automated ETF-buying next year. Fuck Santa.  ASTS my ass. See you next year suckers.

Adventurous_Tea_2198

No idea what NBIS,MU,IREN,TSLA are so that brings it down to ASTS RKLB GOOGL AMZN RDDT PLTR Thanks for the picks

Tricky-Ad-6225

I think RKLB (about 95% in my IBA) is a sure thing to see at least $100 next year. So that would be a 42% increase from current prices. I think by Q3 2026 they will have their first profitable quarter. ASTS (about 3% in my IBA) has huge potential, I really don’t know too much about it outside of it working with the big providers like AT&T, T-Mobile, Vodafone to potentially change the infrastructure of these providers. They are more of a risk I think but I could see a 50-100% increase. LUNR (I do not own any) could be a really interesting name. I honestly don’t know too much about this company but I wouldn’t be surprised if it 2-3Xs. But I haven’t done my DD and I already have enough risk in my portfolio so I will not be investing in it for the time being. Also I know nothing about this company but CCCX is a quantum computing company (kinda) that might explode, but I can’t speak on it and don’t hav a position.

hab365

I do a mix of shares, LEAPs, and selling CCs or CSPs! Only thing I don’t do with ASTS is buying puts haha

hab365

Those are actually covered calls I sold against some of my shares! They were originally $110 but I rolled them down to a lower strike for a net credit same expiry. Love ASTS!

kronikfumes

Saw someone comment on a post like this one about ASTS, RKLB and MP Materials. Spent time looking into them for a bit, then bought.

InverseHashFunction

I'm somewhat regular at the RKLB sub and I can agree that there's a good chunk of people there who are really dumb and cultish. Like if you say anything positive about SpaceX you get down voted even though SpaceX is undoubtedly the most important and successful space company of the last fifty years. Or the unreasonable negativity towards ASTS, which is probably just jealously about missing out on that stock too (I own both stocks). I'd invest in SpaceX too if I could (though any IPO might be too rich at the start). I also think that Rocket Lab and their management are capable of someday surpassing SpaceX.

Creative-Grocery2581

TSLA is very unpredictable. I’m not feeling too good about ASTS or RKLB. Also RDDT is being volatile lately. The remaining look good to me.

Shdwrptr

I invested in them both from the beginning back when SPACs were big. The issue that the vast majority here have/will have is that high growth companies like ASTS and RKLB look terrible early and are extremely risky. Most of those companies go bankrupt rather than becoming huge. I’ve made quite a bit off of both but I lost nearly everything i invested in a handful of other early growth companies. You really only “want” invest in them when most if the risk is past and thats when the price is already high

Aggravating_Roll7917

Have been holding this stock for a while. 7,500 shares. It's my favorite stock and I've been investing since 2009 avidly. I can seeing it reach $750-$1,000+ by 2030. I also own 3,400 shares of RKLB. Another good stock but I think ASTS will have more upside just because of 3B potential subscribers through their 50+ MNO partners.

PoorhouseDog

I've noticed ASTS questions more from outsiders or newbies to RKLB.

GeoBro3649

The spectrum Elon purchased (for direct to cell) requires cell phone manufacturers change their chipset design to communicate on the allocated spectrum. Thats a few years out. ASTS doesn't need to rely on anyone other than launch providers. Their superior tech has already been proven. Talk, Text, Video, streaming, unmodified devices. No dish required. There are over 8 billion people in the world. Through 50 and counting MNO partnerships with ASTS, over 1 billion potential customers will have access to the service. The "multiple competitors" are who else? By the time there are any actual competitors in this space, ASTS and StarLink will be so far ahead of them, they will realistically be priced out, for the foreseeable future. Y u no comprende?

ChopGoesTheWeasel

So the ASTS I’ve been holding for 4 years is doomed or even more to the moon?

PresentationReady873

Oh I’ll let you see for yourself, how old are you ? Mid 20’s like 99% of this community ? Sure you guys know and understand everything, you’re so smart ! I’m pretty sure this is the year where the $ASTS bull case as presented by giga chads like yourself will break Not that the company will fail, it’s a very good business but more that the company will finally show its true potential, which is way below what you numbumbs think it is Your favourite accounts on X, who are actually smart people (Spac, Tut and Kook mainly) will have sold by then and the cult will be gone by mid 2027

SnS2500

There are lots of websites offering buy suggestions and rankings, but you can also create a watchlist of actively managed ETFs to see which are performing the best each day. Then look at their holdings. For example the SPRX ETF is up about 43% for the year and holds RKLB, ASTS and SATS. It also recently added neoclouds WULF and APLD. At the same time it added those two, it added and then dumped neocloud IREN. That doesn't mean the management there is right or wrong, but it offers a data point to any other due diligence you do yourself.

PresentationReady873

$ASTS will eventually face the reality of the space ecosystem and it will most likely be a very harsh reality

wampum

I found ASTS early after watching a video from the CSIS about the increasing attacks on undersea cables. This moved me into a rabbit hole learning about internet redundancy and undersea cable alternatives. CSIS also cued me into antimony immediately after China first threatened to restrict rare earth metals. These were both 700% + gains from a YouTube channel that gets less than 1000 views per video.

GeoBro3649

I didnt say anything about 100%? Nobody owns 100% of any industry specific market share.. lol the space economy is expected to be 1.2-1.8T by 2030. Theres room for ASTS, RKLB, and Starlink. And btw.. starlink cant do what ASTS does. Its apples and oranges.

thinkneo

Sounds like you've got a clear framework now: \- 65-35 ETFs/stocks makes sense \- GOOGL as a "safe stock" is fair - it's basically 5 companies in one \- barbell approach (safe core + speculative 10x bets) is a legitimate strategy \- 7-10 stocks keeps it manageable on trimming: if you're moving to 65-35, the math kind of does itself. trim PLTR/NVDA/RKLB until you hit that ratio, move proceeds to VOO. on the 7-10 stock limit: if you're hunting for 10x, the new additions (LUNR, ASTS, IONQ, etc) are where that upside is - not the established winners. so if you need to cut, the question is which of those speculative bets you have most conviction in. sounds like you know what you're doing, good luck.

The_Greyscale

Emphasis on the long term, and you have to have a combination of conviction, and the willingness to constantly reevaluate.  The ride for ASTS from $10 to $2 was not a fun one, and a lot of people got shaken out during that period, rather than using it as a chance to increase their stake. One guy accepted a several hundred thousand loss a couple of months before it spiked back up to the 20’s.

phatelectribe

That’s kinda what I thought and why I asked. Even trash floats when the tide rises etc. Spacex valuation isn’t crazy imo. They’ve managed to do what nasa did for a fraction of a cost and while I think ASTS is leagues ahead of Starlink, that’s still a valuable division for now.

forlorn_hope28

Agreed. I only learned about ASTS and RKLB from this sub. A lot of times I ignore the suggestions. But the commentary for ASTS and RKLB were somehow compelling enough for me to take the plunge.

PresentationReady873

I don’t think I’ve ever seen a nicer, more level headed shareholder base than $RKLB; tbf $PLTR is also very nice $ASTS are mostly GME type of dudes, young, who will go at you for even mentioning their stock and not saying it’s not the best thing on hearth and can cure cancer I have to say, as of late they seem to have town it down a lot, which is super cool Their company is a super ambitious and cool company and most $RKLB people are invest in $ASTS or at least cheer for it, I know I do

rschmidt624

In ASTS $80 march 2027 calls

Strict_Concert3988

Lots of research. ASTS popped up on reddit for me and I dug A LOT. I fish in some pretty remote areas in the US do having satellite coverage while using my regular mobile phone made me super interested in it. So I bought, held and will continue to hold.

Salford1969

I am long in ASTS, no chance I touch options Congratulations on a great year

purub123

RKLB people do have very cultish behaviour ive noticed. They talk down everything thats not RKLB, especially talking down ASTS. Its the reason im not investing into it cause it reminds me of the gamestore cult

thinkneo

First off - having PLTR and RKLB grow 6-7x and then another 2-3x is a problem most people wish they had, don't beat yourself up for taking profits along the way. On the actual question: the core issue- you designed a portfolio with stocks as 15-20% satellite allocation, it's now 50%. That's not a portfolio drift, that's a completely different portfolio. The question is whether that's intentional or accidental. option 1 (rebalance within stocks): Your proposed target still keeps you very concentrated - PLTR + NVDA + RKLB + GOOGL = 69% of stock allocation, you're not really diversifying, you're just shuffling the concentration around. If you're going to stay concentrated, might as well stay with the winners. option 2 (trim to ETFs): This brings you back to your original design. the argument: you've already won, lock in some gains, let the core ETFs compound. emotionally harder but structurally cleaner. option 3 (do nothing): The "let winners run" approach. Valid if you have conviction in PLTR/NVDA/RKLB thesis. The risk: you're now 50% individual stocks when you originally wanted 15-20%, if one of these gets cut in half, it'll hurt. My take: I'd do a modified version of option 2, trim the top 3 back to something like 15% each (not your proposed 19/20/10) and move the rest to VOO. this: \- locks in gains \- keeps meaningful exposure to your winners \- gets you closer to your original allocation intent On the speculative names (LUNR, NBIS, ASTS, IONQ, IREN): to be fair, PLTR and RKLB were speculative when you bought them too - and that worked out. If you have conviction and size them appropriately (looks like 1-3% each), that's reasonable. Just know you're keeping the high-risk approach that got you here. No wrong answer here - but be honest about whether you're an index investor with some stock picks, or a stock picker with some index exposure, right now your portfolio says stock picker.

drbigtoe

Can we put the ASTS regards in their own subreddit? We have reached GME cult levels of delusion

foldyaup

While the stock is still derisking you didn’t do a minute of DD if you’re still asking that questions. Look at all the MNO partners looking to use ASTS to supplement their cell coverage. If it works, it will be a money machine. See ya at $600

fhorst79

ASTS is currently 25% below ATH.

lucaiamurfather

Hell yeah. Keep holding ASTS and this could double again next year. When did you buy those Jan 9 100C? Wondering how those are still showing a 52% gain. I also had a monster year mostly from ASTS and OKLO.

captainri66

ASTS will outperform the other 9 combined

tripstermcgee808

UFO is pure play, ARKX has pure but mostly adjacent exposure (and it’s ARK, it’s a coin flip on returns depending on your entry and its holdings). I don’t do an ETF for this space myself. ASTS, RKLB, PL, LMT, RTX are my long term holds in this arena. ONDS and KRTS for drone shots and giggles.

hefret22

From here on forward, put 60% in index funds and 40% in ASTS, and thank me later. NFA.

yeahmaniykyk

Take profit and rotate into ASTS or RKLB

NotAnAI3000

There's a lot of risk in holding RKLB at the current valuation - I haven't looked into ASTS but it's probably a similar story. It's basically priced for perfection in terms of execution. When it was $4-6 per share, it was mostly based on their financials and that's not true anymore. Something to keep in mind as well is that another round of share sales is probably incoming since they don't have enough cash atm. I've sold off about 75% of my RKLB last week. The amount of profit you can make off it from here is much lower versus 1-2 years ago and I find the risk is much higher now. I'm still holding some since they've got good leadership and a promising outlook. If you're really interested, you could start to slowly DCA into it.

oasacorp

ASTS will close green

OREG_Keith

ONDS, ASTS & INTC again today. 👀

Early_Level9277

Your entire comment history is about ASTS. There have been multiple times where it dumps 50% in just a few weeks. You are going to learn about diversification the hard way sooner or later when it has another dump and you keep dip buying only for it to continue going down… just mark my words and come back to this comment years from now after you learn your lesson to never full port into a high speculative stock like this…

Early_Level9277

They trade on sentiment and sentiment alone. That’s what’s he’s saying. I’m sure people thought thing same thing about SPCE years ago and here we are today with hindsight and it would have been horrible investment. Both RKLB and ASTS are pre revenue and highly highly speculative. They trade on social sentiment and vibes and could dump at any point. Any an argument against that is purely comical at this stage in time.

Early_Level9277

Just look across every single stock based subreddit on this site. Everyone and I mean everyone is bullish on Rklb and ASTS. Every single post I see saying “what is the one stock that you are most bullish on for 2026?” And almost every comment is saying Rklb… to me that is a sign of an extremely crowded trade. Usually when that happens it means the top is in and a dump is coming. It could still go up but if I was to take a side I would short the ever living shit out of RKLB… just my Two cents but I have seen this play out so many times over the last 5 years it’s not even funny. Whenever everyone on Reddit bullish on a stock, it inevitably dumps and the 6 months later all the bag holders are complaining all over Reddit. I think we are in the pulp phase currently still but it will likely see a 50% correction or more very soon.

Hamlerhead

I've been in ASTS since when it was trading for $3 and was happy until Trump and Musk got elected. I thought the Trump admin would spell doom. I'm glad I ignored my feelings and held and bought more on the way up. I missed on RKLB. My brother in law urged me to buy it at $8 and I refused. Now I dunno what to do with that ticker.

spacecoq

Comparing $SPCE to either $ASTS or $RKLB is like comparing Dollar General to Walmart. They share the same market but that’s about it in similarities.

TotalDebt5868

ASTS and RKLB play in different risk profiles. RKLB already has proven Electron launches and a growing space-systems business with recurring contracts—execution looks steadier near term, though price can be rich and volatile. ASTS is building satellite‑to‑cell connectivity; if the full constellation goes operational and carrier partnerships scale, its long‑term upside could be larger, but it still faces schedule slippage, heavy capex, and potential dilution. If you’re truly long‑term and can stomach drawdowns, consider diversification, position sizing, and dollar‑cost averaging; if not, broader indexes or a space ETF may fit better.

Bjamnp17

That was last year when production of sats. was low and launch availability seemed scarce. I think they may use India more as an outlet to move birds to space to avoid as much bottlenecking. AST wants sats. In the sky !!! WE WANT SATS. IN THE SKY!!! ASTS knows this for sure😊✌️

partypantsdiscorock

Ultimately that's up to you, but I've calculated the annualized return on cost for each strike and found about $50 strike to be the best value at current premiums, assuming you hold to expiration. a) If you buy 1 call option at $50 strike for $48 premium ($4800 cost), if the stock price rises to $200 at 1/21/28 expiry, your return is about $10,200, or 212% ROC, which is over 100% annualized. If the stock price only rises to $150, you'd see a 53% annualized return. If it rises to $125, it's a 27% annualized return. b) If you purchase 100 shares for $75 ($7500 cost basis), for the same period/price the stock would return $12,500, or 167% ROC, over 80% annualized. If the stock price only rises to $150, you'd see a 49% annualized return. If it rises to $125, it's a 32% annualized return. So you are paying less for the shares in option a) (pun not intended), but seeing a higher return for the value of your money once it gets above about $130. But then the other thing to consider is what your $15k gets you. You can get 3 $50 call options ($14.4k cost) which would net you $30k in our $200 stock price scenario. You can get 200 stocks for $15k, which would earn you $25k under the $200 stock price scenario. If the stock is greater than $200, you will have greater gains from 3 call options than 200 shares, however under a $150 share price it won't be as large of a gap. So it depends on what you think the stock will do. You can also split the choice. The other thing to keep in mind with options is that to get the value, you need to either sell it ITM (which leaves you with the current value of the stock, and possibly greater) or you need to exercise the option and purchase the shares, which requires additional capital (although at only $50/share it's not bad). The gains aren't actually realized until you sell either the call option or the shares. When I calculated RKLB, the options upside wasn't as generous as ASTS, but the ceiling isn't as high on the stock in general.

partypantsdiscorock

This is true, the benefits compound with higher prices. But I think the reason any of us are interested in ASTS is the expectations of high returns from a growing company. It already hit $100 this year, and should be profitable in the next year or so as satellite coverage grows, which which is expected to be a catalyst to large stock price increases. It's all still speculative, but coming to fruition and profitability in sight. In general, if the company hits its mile-markers, having access to more shares is better, all things equal. But each person can invest as they see fit, it was just a suggestion.

ToSeeAgainAgainAgain

re: ASTS, they need 100 satellites to reach full global coverage, the extra 160~ sats are mostly needed to improve signal handover. And no, ASTS doesn't need launch capabilities, they can hire any Launch Provider, and in fact have excess money for that and have already pre-booked launches with ISRO, SpaceX, and BlueOrigin, enough to ship 70 sats to LEO