ASTS

Ok-Deer-3848

My uber driver told me he is buying MU and ASTS. Market is COOKED.

Effective-Nerve2475

Let me at least outline why I think people are drooling over RKLB right now: - 2021 RKLB outlined a TAM of $140B - 2026 SpaceX outlined a TAM of $370B (for space applications only) This alone is a 164% increase in the value of the space economy. With the exception of three quarters, RKLB has met or exceeded their quarterly expectations - over the past 5 years. Yes they are a growth company and no they don’t turn a profit but their leadership sets goals that the team executes. They acquire firms to build out their vertically integrated ecosystem. They’re launching at a cadence faster than the first 5 years of the Falcon rocket AND they don’t have Twitter and xAI bundled into their stock. I think there is an insane amount of FOMO in the market and people are starting to realize that the SpaceX IPO might not be the best place to invest so instead they turn to RKLB, ASTS, BlackSky, etc. but at the end of the day you can’t argue that RKLB is or isn’t executing on their commitments so when the day comes that they do turn a profit people will cheer. They later that profit will increase as they drive down cost and again people will cheer. The metrics used to judge a company’s worth are skewed when a company isn’t profitable. Space is capitol intensive however RKLB has $3B in cash. When they make it out to the profitable side of the road people will cry even harder that they didn’t get in at $40, or $90, or $150, or whatever the price is. Just my 2 cents.

dcGoins17

ASTS doing things tooo

LongroddMcHugendong

LUNR, RDW, ASTS, RKLB I don’t believe combined have ever generated a nickel of profit. These valuations are so far beyond retarded that they’ve started to bend the rules of physics

westernwasteland

LUNR to 44 and ASTS to 135 let's go!

Cacounet14

ASTS red day?

VotedOut

Yes, I will say it again: ASTS AND RKLB ARE CLOWN STOCKS. Let's go through RKLB here (I'm writing this shit here... no AI. Some portions I copy-pasted over from comments I wrote on SeekingBeta, with a few edits). At the current stock price of $143, RKLB now trades at a $83 Billion market cap price tag and a 122x price-to-SALES ratio (and the company still has yet to even prove profitability). An extremely high 122x price-to-sales ratio means that all the optimistic company growth that you may envision Rocket Lab having in the future is (in all likelihood) ALREADY MORE THAN PRICED IN to the stock price at its current price. Just for comparison, you can now buy the entire Northrop Grumman (NOC) company for a cheaper $79B market cap price tag. Northrop Grumman TTM revenue: $42.3 Billion vs. Rocket Lab TTM revenue: $00.7 Billion Northrop Grumman TTM net income: $4.6 Billion vs. Rocket Lab TTM net loss: -$0.2 Billion (loss) Valuations: NOC: 2x price-to-sales ratio, 17x price-to-earnings ratio RKLB: 122x price-to-sales ratio, no P/E ratio yet because it still loses money Sources: [https://stockanalysis.com/stocks/noc/](https://stockanalysis.com/stocks/noc/) [https://stockanalysis.com/stocks/rklb/](https://stockanalysis.com/stocks/rklb/) Stocks like these need a to come with a big dunce-cap warning label attached, like: "WARNING: RKLB currently trades at 122x price-to-SALES ratio and $83B market cap. This stock is likely to perform poorly in the future as an investment due to its extremely high price-to-sales ratio. Large and mega cap stocks trading above 100x price to sales ratio have always performed poorly historically, because they pre-maturely price in an extreme level of company growth that will either take a very long time to materialize or never materialize at all." \------ As for ASTS, I'll just keep it short and tell you that you're now paying $47B market cap and 547x price-to-SALES ratio for a company that has financials that look like this: https://preview.redd.it/w77ckqcrmo3h1.png?width=352&format=png&auto=webp&s=c2892f104134bbe1624660be5dc4a90c77a3c8cb Source: [https://stockanalysis.com/stocks/asts/](https://stockanalysis.com/stocks/asts/) Clown stock. \------- And one last note about these annoying space stocks in general: We've known the economics of space companies since like the 1970s - they're no great mystery like AI, and they're not huge markets or money-makers. They don't have software margins, they don't have semiconductor margins, and they don't have hyper-scaler margins. In the 2020s, there is no valid fundamental reason for RKLB to be priced higher than NOC (which, by the way, also has a space segment in its business). RLKB at $83B market cap is a clown valuation. And ASTS at $47B market cap is also a clown valuation (and ASTS keeps failing to execute). I'm not being closed-minded about this, I'm just living in reality. Here's the takeaway: ASTS and RKLB are hype bubble momentum stocks that get shamelessly peddled on stock and investing forums. At their current prices, avoid for a long term investment, and treat them only as a short-term momentum trade gambles (i.e. - meme stocks).

Aware_Selection_7563

Leveraged ASTS while it’s already moving like a leveraged stock is absolute WSB behavior 😭 Can’t even hate though, the momentum on ASTS has been insane lately. Just feels like one of those names where people stop caring about valuation once the story gets hot enough. I actually did a full breakdown on ASTS recently if anyone wants a deeper look into the business + valuation side of it - [AST SpaceMobile Stock Fundamental Analysis 2026: Is ASTS Worth $31 Billion Before It Even Turns a Profit?](https://tickzen.app/insights/ast-spacemobile-stock-fundamental-analysis-2026)

Wide-Contribution-29

A few but it all has to go just right… Starlink keeps growing, muscles out ASTS and other emerging competitors… Starship… everything hinges on this… xAI… if they can grab a few more contracts like with Anthropic, they may pose a threat to neoclouds… But for now starlink subsizides everything. 

FatFluffyFish

ASTS for me. But probably most will do well until SpaceX IPO. I would probably get out a few days before actual IPO tho. No real conviction, but a quick profit is profit

pottypotsworth

ASTS are shipping satellites to the launch pad. If they don't accidentally blast one in the wrong direction again, then there are decent catalysts for a run.

DrummerCompetitive20

MU, RKLB. ASTS, RDW: best stock to throw lotto puts at?

RegardEngineer

RKLB was not a bad stock to be honest. They were making money when got listed on the market. I was afraid a bit of ASTS in the beginning but now, 0 fears.

branpo26

Remember when all you chuds said ASTS was dead?

DrummerCompetitive20

RDW needs to go to $150.....my thesis is because ASTS and RKLB went from $10 to $150

Ok-Reach-2580

When you made the right bet at the wrong time. Fucking held ASTS when it traded like shit.

enc-nyc

ASTS & RKLB pumping again, I see. Whoever can time the puts on these will score big.

ElegantImperfection

Space sector is bananas right now. RKLB, ASTS, and now LUNR all had 8%+ dips within the last month and they were \*immediately\* bought up. LUNR's massive drop didn't even last a full day.

DrummerCompetitive20

If you buy RKLB, ASTS, or MU you are at risk for a flash -30-50% move down any day

odity9

Too many fundamentals in this essay. If youre chasing next month out, options, RDW, ASTS, RKLB for momentum.

Vapormonkey

ASTS BB. ASTS allll day. Bout to break through ATH in pre market.

captainri66

LUNR is still the cheapest pure space stock w/ $1 billion in sales this year, that's higher than RKLB, ASTS, PL, RDW, or any of these new space companies. Their satellites and golden dome business is 70% and lunar stuff is 30%

odity9

Have some ASTS out to 6/18. Wanna throw as much to the same date of RDW or PL. Which should I chose, and why?

drakilian

Space is pumpapump pumping right noe and ASTS is catching up Also, it's a direct competitor to the only mesningful and profitable part of SpaceX

Virtual_Secretary_98

RKLB and ASTS biggest bubble ever lol

Pale-Silver-8178

The prophet again TE $15, RKLB $160, ASTS 135

DeginGambler

Have plenty of money in ASTS and RKLB but I do regret having my LUNR called away at 20 a month ago. $5 basis and got tired of watching it crab...as is tradition.

hayleybts

ASTS 110

dvdmovie1

There's some degree of short squeeze w/16% short interest but space everything has gone nuts recently. I said the other day I bought shares not that long ago in a Japanese space debris removal company - that's up 117% in a month. ASTS up 55% in a month.

F1CKEN

ASTS is the next ASTS.

Bravadette

Oh there was yet *another* starship explosion that led folks to rally to ASTS/RKLB and others. makes sense now.

Ixorba

!banbet $ASTS $155 3W

mneymaker

$ASTS only 5% pump before market open? Might as well be considered a red day absolute shit stock. Look at RDW and RKLB on price discovery expansion. A lot of catching up to do until $150, I give you 36 hours

melvinzee

MU, ASTS and RKLB, Each taking 20% of my portfolio and all trending today. going to be one of those serotonin filled days. Also deep inside I dread the inevitable cooling off period, and serotonin withdrawal on those days, with dark thoughts to sell it all and leave the market. Hopefully IREN runs soon.

SuckaBusta77

just get the NASA EFT or ASTS is your best bet most days. I think I know which space stock it's going to be everyday that skyrockets then halfway through the day I find out there are more space stocks that I didn't know existed.

wafflepiezz

$ASTS is the $MU of space stonks for now

Total-Savings6385

I did the sacrifice and sold my RKLB shares so the sector could pump even more, idiots didn't know I have a bigger stack in ASTS 🤌

Mammoth_Bank_7886

Almost paper handed my RKLB and ASTS gains yesterday. Now to get rid of NOW for DRAM.

Fine_Specialists

I have so much ASTS but got in at $77 so I’m up Bigly on that. Definitely gonna buy this dip on CRWV.

Strict_Guest_5763

ASTS is a very high risk high reward stock. I personally would buy CRWV

OkResponsibility2470

How long until ASTS does its obligatory 20-30% dump?

badenbagel

The direct to smartphone angle is the part that actually makes ASTS interesting to me. Feels like one of those ideas that either ends up huge or never really gets off the ground because of delays.

Paul_Robert_

ASTS will react it's 52-week low, in 12 months. Wait...

Fun_Training6342

ASTS and all space stocks will reach their 52 week low in 6 months

Paul_Robert_

Long term ASTS is going to do really well imo, however, bro it just ran up 20% in a day. I think you should wait, as it could pretty easily pull back quite a bit

barrybadhoer

\>starlink will have incredible margins forever right now starlink has nice margins because like you say they can launch at cost and there is no competition in the space based internet space, once competition arrives people might not want to pay 165 dollars a month for unlimited internet and i don't buy the idea that nobody can compete for the next 10 years. ASTS says they need 45 sattelites to start services in the US/europe and other key markets and even if that is delayed it won't be 10 years. \>starship which may be 10% neutron costs lol rocket lab targets 20-25 million dollar per reusable neutron launch, are you telling me you think starship wil cost 3 million per launch when elon said a falcon 9 has a marginal cost of 15 million? and while there will be competition im not worried there isn't going to be a market for neutron. IMO rocket labs has an edge in space components because they have vertically integrated. lots of competitors in that space have to source expensive components that add cost and wait time while rocket lab has everything critical inhouse and scaled for the needed production. yes both companies are overvalued right now and its wild to me that rocket lab is at 150 right now but at least RKLB isn't a space company with 250B dollar AI acquisition shoved inside of it like a Turducken that is (at least right now) losing money hand over fist and is in elons words "xAI was not built right first time around, so is being rebuilt from the foundations up.".

Fine_Specialists

$13K to put to work tomorrow(mańana) what should I buy yall? I’m thinking more CRWV OR ASTS.

ObviousDoxx

True, but is there a world in which ASTS, RKLB end up as $500bn companies? I don’t have any space-related positions, but if there’s a future where SpaceX ends up at some shit like 5tn, then I can see it

Spec-V

I sold half of my ASTS shares and 3x gain calls yesterday. Lock in some profit, if it flies higher too bad I didn’t go all in.

iklolm

With ASTS unique ”wholesale” business model we will see a huge jump in revenue once the commercial capabilities are up. If they manage to launch 40+ satellites this year, I wouldn’t be surprised if they guide 5-10B revenue for next year

FatFluffyFish

I am a new ASTS gang member 🫡 Couldn’t pass it up after I saw that insanely long DD

Fine_Specialists

#ASTS GANG Members checking in

velders01

RKLB 2,278% gain on 1,000 shares, immediately after 1600% on ASTS shares. I'm ecstatic but also looking at my cancelled order of 5,000 shares then talking myself down from the 5,000 (cancelled) -> 3,000 (cancelled) -> 1,000 shares. I mean sure, I made a lot, but you know what would have been better? MORE!!!!

happy123z

The government wants 5g exact location connection to every human on earth so they partnered with ASTS. WHATTAYAGONNADO?

Plazmarazmataz

I was looking at $10 SOXL calls for Jan 2027 back in April 2025 after liberation day. Could have turned $400 per contract into $21,000 at this moment. I'm doing fine on my stock picks but I fuckin lack the balls to just yolo into options, even when I end up right on the watchlist (being mocked by my ASTS 75C in my watchlist placed at $1400 and is now $5500)

BiggieMoe01

Liquidated 10% of my RKLB position and 25% of my ASTS position. Still holding a substantial amount of each.

Embarrassed-Sky6890

If you missed out on RKLB and ASTS, three other space stocks with low valuation are up next.

OrganicSong2660

June 180 ASTS calls looking pretty good rn

DeHunter_54

LUNR, ASTS, RKLB calls tmr. Trust me

cowboycookie1337

Is 125 still the highest strike for ASTS?

cowboycookie1337

I’m so happy I survived the meme stocks and SPAC mania to know when something is retarded enough like ASTS is enough

-rigga

ASTS $690c is not a meme

BecomingSavior

ASTS 🚀

odity9

Sold my RKLB 5/29 144 today for like 30% profit. Then bought back in ASTS out to 6/18 180c. Cant be mad cause theyre both mooning. Probably throw half at RDW in the morning same date. Space race is officially on.

Soulsetmusic

You talm bout just the degen account here got it got it.  ASTS is a fun one, I just pop in and out, waiting for them to put a satellite in the wrong orbit again rn lol

Allentw

I don’t touch margin. $ASTS is too volatile for margin. It has 5+ 40-50% drawdowns in the past year alone. $3.2mm included some other wins that i rolled into $ASTS. I didn’t mean to go full regard $ASTS but the dip just kept on dipping so I kept buying 😅

Thin_Response_2689

ASTS going back to $20

Icantfightthisfeel

Was going to buy some RDW calls or RKLB or ASTS or anything. Didn't! Still poor. But my shares are happy

spicykimchi_inmybutt

sold my GOOG today to go all into ASTS, but would’ve gone into MU too if i knew the face ripping gains would continue 😞

Infamous-Safety4632

Sold after the yen carry trade dump too and would have been up big. Luckily it was only 20 shares and I bought ASTS. I’m prob one of the only ones to sell my sub $4 RKLB to buy ast at $35 to see it go down to $17 around that same time also.

Miserable_Copy_6178

ASTS will be the best investment you ever make in 3 years from now.

ArticleTerrible7621

Ehh just need to do your own DD, just can’t follow people blindly on WSB. I just learned as I traded I found $LUNR, $RKLB(sold too early), $IREN on WSB. Majority of the space stocks($ASTS) were posted here. I lost money on $ACHR but very small. I also don’t touch anything below $1B in market cap unless I had really high conviction in the company.

attaboy000

I'm highly skeptical they'll be able to get that many satellites in the sky by EOY, but hopefully I'm wrong. I got like 50k in ASTS since last year and up big. And space based data centers are sci fi fantasy in my opinion. Ps. Love the wall of shame. It warms my petty heart like a hot tea in the middle of January.

SeaworthinessFast161

Tell me, my crystal balls, is ASTS done going up YET?

katsudon-jpz

i'm not buying this, i will buy ASTS instead

well2w

!banbet ASTS 140 3D

callsonreddit

For shares: RKLB VSAT ASTS IRDM PL No opinion on options

Able-Technology-8055

Is it too late to get in on space? RKLB, PL, RDW, ASTS, LUNR. FLY etc?

VotedOut

RKLB and ASTS are still grifty space trash. And not AI. NBIS is probably grifty trash too. Micron is legit, but in 3 years they'll be in a cyclical bust.

Bussyzilla

ASTS and RKLB clown stocks? Lol this guy

LokiDesigns

Fair point, I have realized over $3k in profits from ASTS over the past year, but it still stings to see this happen haha. I've thankfully still got 75 RKLB shares, so it's not all sadness.

dastrykerblade

it’s MU, ASTS, RKLB, SNDK ur welcome

Quick1711

So, while all you bros are in here snacking on each others assholes…..what’s the next fucking play? What’s the next MU,ASTS,RKLB,SNDK? If you could pull your tongues out of each other and drop some fucking tips (put your dicks back in your pants please) that would be greaaaatttt

Fizzyjroj_1

got mine at Pollyreach a bit ago, managing calls is decent but not perfect. anyway, your ASTS analysis is great. thinking you'll hold till SpaceX IPO? wondering about your long-term strategy.

Stickman2

!banner ASTS $89 1w

m83m82m81

!banbet ASTS $129 1w

WickedSensitiveCrew

You are right. WSB is the better place to discuss small/mid caps. This sub tends to tiler heavier toward Mag 7, mega caps, index funds, and ETFs. All great places to invest since they dont have 25-30% drops in a day. But upside not the same. The four other Space stocks I own are RKLB, ASTS, RDW MDA. All are 1% positions since im afraid of what occured with LUNR today one bad story/news and instant 25% drop.

Pale-Silver-8178

!banbet ASTS 130 1w

Zentaury

Anyone buying LUNR dip? Worth it long term? Or is too late for ASTS RKLB

ThrowawayQLove2023

Options for next month, ASTS

Deep_Pattern7103

everyone yapping about MU, jealous. But at least I’m an ASTS bull with a 3.5% afterhours horny green dildo

BiggieMoe01

Yolo everything into NBIS MU ASTS RKLB, forget and open the app in 3 years.

jmc774

$MU can join the ranks of $ASTS and $RKLB of stocks that I missed because "no way can it keep going up from here"

theregalbeagler

Just buy ASTS bro...

Delicious_Stomach278

ASTS Enthusiasts unite we ride to 150 EOW🚀🛰️

wafflepiezz

$ASTS and $MU Huge institutional buy orders today

westernwasteland

ASTS getting ready to pound bears tomorrow real talk

Longjumping-Speed511

Launch related revenue isn’t that big though, and the TAM is small. Starlink is their primary silver lining and even that has incoming competitors like Amazon and ASTS.

NicknamesRforlosers

Right, it doesn’t work to throw money at everything in a rising sector. Did some research into spacex only bc I was curious how anyone could think it could get to nearly 2 T right out of the gate. The S1 is a novel length fairy tale. Starlink cant even remotely make up for the cash burning rest of it. Have seen enough mentions of ASTS to get me looking at it. Thanks for the reminder.

westernwasteland

ASTS pumping ah