ASTS

Capable_Wait09

ASTS

SeahawksWin43-8

This sub all day tomorrow: ASTS or RKLB?

Xenonstrike

!banbet ASTS $50 7d

Jsalz

ASTS has 50 MNO partnerships representing 3+ billion customers. Starlink has around 10-15 representing like 300 million. You dont need to own launch to be economically viable, when you have bigger more powerful satellites you dont need to spam 1000s of them in low earth orbit to make up for your shitty underpowered tech. But what would I know, I’ve only been an investor since 2021 and made over a million on the stock. Short it since you’re so confident they’ll fail

Flipslips

Yeah, T-Mobile doesn’t partner with them or anything lol. ASTS is good in theory, but in reality I don’t think it will be successful. They don’t have their own launch vehicles, they outsource satellite manufacturing, they have extreme competition going up against SpaceX. This reminds me a lot of the Firefox/chrome debate. A lot of people say Firefox is objectively the better browser, but Firefox still barely has many users because of the massive chokehold Google/chrome has. SpaceX has first to market advantage, and they are increasing sales so rapidly.

ItsOkILoveYouMYbb

I would do both because it's bringing more eyes into the whole sector. ASTS can benefit massively as long as they don't fuck up their subsequent launches. They have a lead time on D2C by at least a few years ahead of Starlink purely due to the tech novelty. It's why SpaceX has spent so much time and effort trying to delay them as much as possible.

ItsOkILoveYouMYbb

SpaceX IPO is likely to elevate most space and sat stocks including ASTS because it's going to force a lot of DD that hasn't been done yet on the sector still.

Jsalz

You think ASTS will never innovate again? There’s a reason MNOs aren’t signing with SpaceX despite them having a “working” service.

SuperZayin12

RKLB is a great, well established company. ASTS is a bit more speculative but I’m pretty confident that they’ll succeed. And if they do, the room for growth is insane. ONDS I’m not sure cause I haven’t researched it but I’ve hears good things about them.

cultoftheclave

its BKSY that steady pays RKLB's launch rent not ASTS

edgar_de_eggtard

!banbet ASTS $90 7d

edgar_de_eggtard

!banbet ASTS 90 7 days

Flipslips

ASTS doesn’t even have operational service yet while starlink has millions of DTC users

Flipslips

I think ASTS will have a tough time competing. I think there is room for more sat internet providers, but I do not see a path forward for ASTS. I agree that theoretically has better tech, but SpaceX has such enormous R&D (and money), ASTS bag holders just assume SpaceX will never innovate. Just the other day they talked about plans for an upgraded direct to cell sat platform. I think the only service providers who have a chance are those with their own launch vehicles (SpaceX, Blue Origin, RKLB, etc) Launching mass satellites is just too expensive. I understand that ASTS wants to launch into a higher orbit therefore requiring fewer launches, but I still have difficulty understanding their business plan if competitors can launch for little to know money.

Flipslips

I think ASTS will have a tough time competing. I think there is room for more sat internet providers, but I do not see a path forward for ASTS. I think the only service providers who have a chance are those with their own launch vehicles (Blue Origin, RKLB, etc) Launching mass satellites is just too expensive. I understand that ASTS wants to launch into a higher orbit therefore requiring fewer launches, but I still have difficulty understanding their business plan if competitors can launch for little to know money.

Elbeske

This is my first time in a while as an investor that I’ve felt really iffy about ASTS. TAM is expanding but there’s no transparency on if there are delays or not. They better be planning something for Tuesday or I’m not going to be a happy camper

redditosleep

Yup, absolutely. I think ASTS has a real competitive advantage over Starlink and as long as they are run well and have the capital to succeed than they may be a real winner, but those are some big ifs. The real issue with extremely speculative stocks is that it's incredibly hard to predict how and how much hype will affect the prices. Imo its a better bet to bet on the downside but then they need to undeperform the market by up 2x because of the opportunity cost of the market and the beta that affects the individual stocks.

Jsalz

The reality is the D2C and fixed terminal markets are completely different. ASTS isn’t even trying to get into the fixed terminal business and Starlink’s D2C solution is garbage and doesn’t scale.

RaysBridge61

Buy some ASTS.

Total_Schedule592

ASTS & Nokia merger; introduces the 2026 Nokia Brick with nuclear fallout resistant technology (NFRT) and Ai bot Franklin (FRANK) to compete with everyone

2CommaNoob

Yea, the hardest part is to know when take your nice 10x and run away. Check out the following who had a good run but never came back to its highs. Some are legit large profitable companies too. PayPal 300+, lucid 50+, BYND, OKLO 160, QS 110, BB 22, Rivian 160, ARM 180. Many people made 10x on these and didn’t sell only to ride it back down to where they came from. Will ASTS RKLB and ONDS do the same? I think so once the space hype is over with and people move on to the next hype.

CRAZYJOEDAVOLA90

But nearly all their money come from Starlink so ASTS would be the play (I own both)

PokemonAnimar

Here's the thing though. My investment in ASTS began when it was $7 a share, and I've continuously bought more when it was $3 and when it was $90 (I can't afford it when it eventually goes above $100 for the final time, so I need to accumulate as much as I can now). My "play" account, basically being my self controlled brokerage, was at one point 5x my retirement account, and even now is still 3x my work 401k, so I feel like this has paid off way more than the money I keep socking away for retirement 

redditosleep

What your saying seems like a lottery ticket investment idea, which if that's what you're looking for then carry on. Betting a retirement portfolio on those 3 would be a tremendously stupid idea though. And I say that as someone with ~~14k~~ 13k invested in ASTS.

Dirk_Breakiron

Careful, this is the reality ASTS holders don’t want to acknowledge 🫣 It’s like the kung fu masters refusing to fight “ahh yes but my technology is greater therefore I don’t need to deploy to win - I’ve already won without lowering myself by competing!”

Buhlazer

Not gonna write a novel but I’d argue ASTS has created a strong enough patent wall around similar tech that Starlink can’t just throw money at it. There is a reason more business are partnered with ASTS at this stage than the more “mature” Starlink. Agreed on the launch point but if the tech isn’t there, so what.

eternalmortal

That's a complete misunderstanding of ASTS satellite capabilities. As described, their Bluebird 6 satellites will have 10 Ghz of processing bandwidth capacity, while a Starlink satellite has reportedly 2 Ghz capacity, but thousands upon thousands of satellites currently in orbit. So Starlink needs about 5 satellites for every 1 ASTS satellite. ASTS's advantage is only in DTC tech. They will still need a more robust network of satellites to handle the same amount of data.

PokemonAnimar

The problem with spreading risk is you're guaranteed to have a bunch of losers that eat away any profits you might make from the winners. I'd rather go all in on 2 or 3 companies I believe in completely and spend countless hours learning as much as I can about than spreading out into maybe 10 where I won't even have the time to keep track of everything going on with each of them. (ASTS/RKLB/ONDS are my big 3, and I am even considering cutting that down to just 2)

TowerStreet1

For ASTS it’s being f**ked by silent management. They are not delivering as planned in last earnings call and subsequent pumping by optimistic updates. Now it’s radio silence on status even though jts obvious they are no where near those goal posts. Mondays earning call will either pump this or dump further.

eternalmortal

ASTS tech is different than Starlink, but it's also *way* behind on coverage. they only have a handful of satellites up compared to almost 10,000 Starlink satellites. Even if DTC is better they simply cannot handle the potential bandwidth of demand with what they have in orbit, or even what they're planning to put in orbit by 2030. Not only that, but if/when Starlink does crack DTC in the same way, they have an internal company rocket delivery system that can get thousands of DTC capable satellites up faster than ASTS could get hundreds. They also have the licensing for the thousands of rockets, while ASTS does not. Their tech advantage is not as wide a moat as Starlink's logistics and coverage advantage.

eternalmortal

ASTS has exactly how many satellites up and running right now? How many are they planning on having up by 2030? Does it even have active coverage right now? The moat for Starlink isn't a technological one per se, it's a market coverage one. It will take any competitor, including ASTS, at least a decade to get anywhere close to coverage parity with Starlink. The tech might be more interesting on direct-to-device networks like ASTS, but it's only useful for an end consumer that doesn't actually care about broad coverage zones. And before all that, *you can't even use the product yet*. It won't even be intermittently operational until the end of the year at best. Meanwhile, Starlink currently operates in over 150 countries and a vast majority of the surface area of the earth right now. They have millions of customers. They have almost 10,000 satellites effectively covered the whole globe. They also happen to be part of a company that already owns and operates rockets to get more satellites into orbit cheaply. ASTS will very likely be unable to overcome the coverage gap, probably ever. They don't even have plans to get anywhere close to as many satellites into orbit, nor do they have the internal capability to launch them even if they wanted to.

KrustyLemon

Starlink needs what, 15,000 sats to do even what 60 ASTS sats can do? Yeah the guy has no idea what he's talking about.

Jsalz

I’m the biggest ASTS bull out there but he’s probably referring to their fixed terminal business. ASTS tech in D2D is far better but Starlink’s bread and butter is fixed terminal.

conoremc

It and ASTS getting repeatedly obliterated. I also want to trim with this impending recession but the greed of getting out at net zero.....

Buhlazer

bro this guy is an idiot, ASTS is way ahead in dtc (other than full fleet coverage but with the tech I mean) and not necessarily competing in internet rn

Ok_Wealth_3433

ASTS is more a telecom company then even a space company if you really think about it

BiggieMoe01

ASTS earnings monday… I need some good fucking news

amanj41

Anyone playing ASTS or is it dead for a while?

Three_of_a_kind3515

Yeah.. ok.. space stuff. RKLB neutron spacecraft delayed.. backlog growing and earnings by 36 percent.. hmm.. ASTS is not a rocket company. Happy Friday.

Three_of_a_kind3515

What does RKLB have to do with ASTS? RKLB makes the rockets.. ASTS is partnered to deploy cellular services using existing cellphones as well as data support like 5G… two totally different companies. Did I miss a mention from RKLB about ASTS? Also, ASTS just refinanced their debt offerings.. hopefully will show in next quarters earnings and forecast going forward. Help me out why RKLB matters in the case of ASTS? Thanks.

ten7four

Kinda crazy that IREN, NBIS, CRWV, APLD, ASTS, and PL are all still green YTD. There may be upside but the potential downside is still massive

Three_of_a_kind3515

ASTS calls for Monday… down 9 percent today.. bought 2 of the 79 call exp next week..

Bravadette

ASTS better do the msci thing

Ok_Wealth_3433

Damn I want to buy more ASTS but should prob with and see after er

MutaliskGluon

after seeing what happened to EOSE i was contemplating buying ASTS puts but im taking a break from everything for a while. ASTS is so stupidly overvalued on nothing but promises, its going to get destroyed in the near future most likely

AnimalIndependent

Rip ASTS and LUNR im down 20% fml

catpicsforfree

Swing trading ASTS & RKLB is proving to be easy as fuck once again.

External_Anteater730

$ASTS puts, the entirety of the space industry is contingent on a well performing SpaceX IPO and increased defense spending. 🟠's admin is pinching pennies (see NASA library closures) and is somewhat hostile to Elon. Elon's company valuations are all hyperinflated due to him buying back his own shares through mergers (see XAI and SpaceX, etc). Looking at Tesla as an analogue, Elon's running out of room to grift from for empty promises. Boca Chica has several Starships sitting for months with little work done. Starlink is successful for now but is predicated on continued satellite launches. There is a maximum number of allowable satellites before the risk of collision between satellites outweigh the cost of launch. It also makes space travel exponentially more dangerous. This, and declining revenue from $ASTS as other companies are slowing launch orders due to the macroeconomic downtrend.

RepulsiveDisaster671

I was heavy heavy ASTS but sold down to a couple hundred shares on the last run up. NBIS similar but not as heavy. Still hurts

RepulsiveDisaster671

#NBIS and ASTS absolutely skullfucked today. Sheesh

Secure-Fly6213

ASTS puts, BBAI puts, TGT calls, CRWD puts, GTLB calls, RGTI puts, CBRL puts, VSCO puts. Thank you for your attention to this matter.

Few-Sail-6562

ASTS under $80 👀

RutherfordRevelation

ASTS bouta get wrecked. And I say that as a long

Smongk

ASTS up or down

spilledonwhite

ASTS earnings Monday, if they say they are pivoting away from tech to selling paper towels they will 10x instantly. If they say the words "data" or "satellite" expect -30% MU needs to open a few storefronts selling fucking cauliflower ASAP or they are going to 0.

No-Kaleidoscope-2891

why is ASTS placed so low it should be higher if not the top

Ok_Wealth_3433

ASTS will revenue could be better than expected, but I’m sure they’ll have some juicy pr. Not gunna play it tho, I’m happy to just hold my shares

corundum9

and ASTS

shugo7

ASTS 🧇 👀

JayRoo83

ASTS Don't Lose 10% On A Random Day Challenge: Impossible

Federal-Hearing-7270

On this market, it's possible. Check Tesla, Palantir, ASTS

Iunatic

ASTS

corundum9

about to fill the boat with ASTS

TonyStarks81

Inflation numbers really hammering ASTS today. Makes sense due to their business being very impacted by inflation.

Historical_Stage2622

[Satellite Connect Europe](https://www.satelliteconnecteurope.com/) $ASTS

theregalbeagler

ASTS on Monday going up taaaaaank. That's what happens when the market won't believe your lies anymore.

theregalbeagler

Get the hell out of ASTS before they go sub $50 again!  The earns will be a thud with 0 new satellites built.

CriticalBlackberry90

I'm looking at RKLB and ASTS today. Seems like they should rip 10% from their current price. RKLB will reverse the losses, those were good earnings on solid non-AI engineering companies with physical products. This is not your AI/software company getting slammed.

Marko-2091

It is funny because everyone attacks WSB but I think that Value Investing is way worse than this. At least here we have memestocks that somehow keep going up (looking at you ASTS and RKLB)

NaorobeFranz

Same. It was there a long time ago. Even RKLB and ASTS were there.

Thoughtful_Tortoise

ASTS to moon soon, you heard it here first

CriticalBlackberry90

I'm thinking ASTS is going to rip 15% upwards tomorrow.

chargedcapacitor

ASTS: 3.15 NVIDIA: 35 Pre-pre-split RGTI: 8 RKLB: 35, I was a bit late If I held all of those at those prices, I could be retired by now...

BagHoldersOfAmerica

ASTS: $15 RKLB: $13 RGTI: $5 NVDA: $75 I was there gandalf

CriticalBlackberry90

How much does ASTS go up tomorrow

Healthy_Loan_991

95%. But I only invest in high cash producing companies that I understand (so I’ll buy Apple and not touch something like ASTS) and I don’t rely on stock gains to fund my lifestyle. This approach reduces massive downward swings and allows me to be patient. Microsoft dropped hard and I just shrugged it off because I have the ability to wait.

Borderpotroll

The premiums on ASTS are just stupid. Sell monthly puts, rinse and repeat. Unbelievably lucrative.

Fritzkreig

I'm on board, I like a lot of the space stocks like ASTS and others! Freaking NVDA shit the bed today, despite having stellar earnings; so my account was red today, but such is life!

AluminiumCaffeine

I dont consider PL or RKLB science projects, they both had revenue, although not earnings... fair point on ASTS and IONQ but those are sentiment driven for sure... could def blow up still lol

Able_Show_8560

a good rule, but think of those that bought IONQ, RKLB, ASTS, PL, etc etc at lows. insanely speculative science project type plays that 10x quickly in the right environment. worth taking some low-cost swings at times

TheOneWithThePorn12

This guys average cost was 5 bucks so taking the splits into account you wouldn't have even thought about it. There were two stocks I wanted to go heavy on in 2020-2021. Tesla and then GME as I was following it. Tesla I was ready to buy like 50k of. I was all set to buy it and then I didn't and second guessed myself. Then when GameStop came I didn't have much cash. Still made some off it. The last one I was heavily considering was ASTS. I.

Iunatic

All of my best performing stock picks have come from DD and (much more often) daily casual discussions on here: ASTS RKLB PLTR HOOD RDDT NVDA OKLO NBIS

RevolutionaryPhoto24

Hahaha, well, ASTS *was* under three when I initially entered….

daviddjg0033

No you did not fuck up. Tell me what all your stocks have in common? None of them are large cap. Small cap specs that appeared on reddit and other socials months ago. All are what I call specs. Know thy volatility of thy Asset. If you trade MSFT and it steadily went up but *shock* even MSFT can correct 20% at any time for no reason. ASTS is a great stock but you are old enough - just buy $ARKX ETF. I am in: $SATL - I think ASTS may do better but rn I like the upgrades PT $7. $BTQ quantum cryptography $IREN - sold most $SMR - out totally. $HUT was told to buy it now out. These stocks correct not 7% or 14% but 21% in a week because they are volatile. Nvidia moves 13% in a week. Your stocks do thar in a day.

Seriously_rim

Just full port into ASTS so you can learn how to have some diamond hands, pussy.

Thunder_Thighs

Hey everyone, looking for some outside perspective on my portfolio setup. I’ve been trying to move from randomly buying stocks into something more intentional and structured. **About me:** * 31 years old * Long-term strategy but targeting stronger growth over the next \~5 years * Stable income (\~$130k/year) * 90k in savings, 30k in 401k * Fiance makes 100k, and has about 100k in a 401k, and 45k in savings. * Comfortable with some risk/reward but not trying to gamble everything Right now I plan to take $40k from my savings to start my investing and plan to add $750/week consistently spread out to my portfolio. Here’s what I came up with: |Stock|%|Initial Amount|Weekly| |:-|:-|:-|:-| |VOO|22%|$8,800|$165| |SCHG|22%|$8,800|$165| |MSFT|6%|$2,400|$45| |GOOG|12%|$4,800|$90| |SMH|10%|$4,000|$75| |NBIS|6%|$2,400|$45| |ASTS|12%|$4,800|$90| |RKLB|10%|$4,000|$75|

Ok_Wealth_3433

Selling options is so much more relaxing lol. Just need ASTS above $75 on Friday and I’m chilling

Creative-Process-789

https://www.pcmag.com/news/spacexs-cellular-starlink-aims-for-speeds-that-reach-150mbps-per-user Puts on ASTS......again lol

Funny-Conclusion-678

All I trade is 0DTE, and hold ASTS. Please post the “gains” tomorrow.

Misaka9615

Alright then no balls: \- 20% META \- 15% GLD \- 15% MSFT \- 15% GOOGL \- 10% NBIS \- 10% MU, sell covered calls \- 5% BMNR \- 5% ASTS \- 5% GUSH

Ok_Wealth_3433

ASTS please stop that thank you very much

type_error

Maybe they think there’s better places to grow your money? NVDA would be 10 trillion if it doubles. Where AMD or ASTS have more room to grow.

BagHoldersOfAmerica

ASTS bulls have been quiet

DrSeuss1020

When you find a money printer you hold on for dear life. I think ASTS will eventually be treated like a utility company with software margins

JayRoo83

Markets: c'mon we're rallying let's goooooo ASTS: well now I don't want to

ldmonko

With you on this play. I had like 10k or so ASTS that i sold way too early. Not making the same mistake with ROOT.

theregalbeagler

ASTS crickets right before earnings. Leaky company has mystery person with 340k weekly put buy. This stock is about to get smacked through the floor.

EpicNine23

ASTS yolo ftw….

NickyTShredsPow

You’re holding ASTS after making almost 400k on the trade? What in the flying fuk .

DrSeuss1020

ASTS is a generational company, gonna get them tattooed on my ass when we hit $500