ASTS

NotEasyOne_Regard

Man, I understand that it hurts to sell it at this huge loss but it is what it is. Take your 7k and put it in RKLB, ASTS, NVDA and you will be making something.

KeythKatz

I took a look at TeraWave. It's not an ASTS competitor, it's a Starlink competitor aimed at aviation, offshore, and other multi-user use cases so it's not even a direct competitor for that. Neither will be able to deliver comparable direct-to-device performance or have the global RF spectrum required. Meanwhile, Neutron will likely delay another 6 months to a year. I'd buy in to RKLB at $40, but right now the business case for ASTS has not changed.

kintarogolden

PL would be a smarter investment with potential for you at this point rather than NBIS or ASTS, as those two have already hit huge attention in the spotlight but PL isnt known as much by everyone yet and is still on its climb if you really want to look for a higher risk with huge potential, look at the stock KRKNF

True_Veterinarian443

Unveiling ASTS: https://www.reddit.com/r/StockMonitoring/s/gNnJjW1whG

True_Veterinarian443

Unveiling ASTS: https://www.reddit.com/r/StockMonitoring/s/gNnJjW1whG

True_Veterinarian443

Unveiling ASTS: https://www.reddit.com/r/StockMonitoring/s/gNnJjW1whG

Paul_Robert_

Just a general scenario that happens way too often 😭 last year, it was ASTS for me

VotedOut

I'm gonna piss some ASTS holders off here with this comment: ASTS trading at $40B here and just 500 employees (when the company does just $8m revenue with -$300m net loss) is a bigger bubble than GME was during the peak of its "short squeeze".

mferly

Just to note as well Mr bot, ASTS will be G agnostic. So 4G. 5G, 6, 7.... it doesn't matter. What's brilliant about their tech is that they've future-proofed it for the next several G generations, and then some.

mferly

Exactly. New ideas will emerge by new (and existing) companies that will leverage ASTS in ways many people likely aren't even thinking about right now. This shit will evolve. It's a tale as old as time with all new tech, yet here we are with people getting upset they see the ASTS ticker too much on reddit lol illogical behaviour.

ScatMonkeyPro

Simply? Yes. TSLA, NVDA, RKLB, ASTS all 10x-20x for me. ASTS is overvalued, and splashed all over Reddit. You know that is peak hype phase. Those that understand have sold and assumed new positions. You do you though!

Financial-Today-314

Both are risky growth plays, but ASTS feels higher upside while RKLB looks a bit more established and diversified.

BarryMcKockinner

So you think that you have a better chance of finding the next RKLB, ASTS, palantir, NVDA etc over investing in a stock that have proven growth and potential to keep the momentum? How many penny stocks do you own? lol

nateyp123

Which way will ASTS decide to go?

ScatMonkeyPro

Lets just agree to disagree on THAT one. It is more likely ASTS gets taken over by existing telecoms.

nateyp123

I bought ASTS at the top today and RKLB at the top yesterday. You can’t keep up with my regardastion

Futureleak

ASTS will go 200x over the next decade. This company will be the Amazon of peri-earth telecomm. 

discussionandrespect

ASTS

Kemilio

I’ll never forgive myself for getting cold feet on ASTS at $3

alphawafflejack

I’m technically averaging up on RKLB and ASTS but throwing more in these past few days

nateyp123

Alright ASTS back up to 120

Kemilio

That’s the point I was making to OP. Same with ASTS. Could they pop again? Sure. Not worth the risk though, there are better plays.

Diddly_eyed_Dipshite

The fact that people here don't like PL and go crazy over ASTS/RKLB is exactly what pushed me to finally buy some PL yesterday. Without even doing my DD yet I would bet that in a year there will be a very different narrative. But if someone wants to convince me further on PL or share DD id be happy to hear it.

E39_CBX

ASTS is a scam and it’s going to end in tears for many here.

WeakPeak1015

Holy ASTS.

doernotspeaker

Why is PL not recovering? ASTS seems to be doing well today.

nateyp123

ASTS dropping like a fking log

Harp-Note

Didn't buy ASTS, but glad it's lifting up my other space stocks.

Marko-2091

The other day I was reading a book about economic buble cycles... and yeah ASTS and RKLB look like the prime examples. Which means they can still go up 5x from here before they crash! Load up boyz

chainer3000

Could easily happen to ASTS with a macro event. Look what happed in November. I bought tons of calls on both companies when that happened, made out like a bandit.

KateCrash87

Dammit I was looking to buy ASTS after that dop but the premarket fucked that up allready

Beginning-Medium6934

+26.5%, $53k. UMAC, ASTS, RKLB, TMC, CRWV

DrSeuss1020

It’s about identifying what you believe the future potential is for both companies that’s all. I think ASTS will essentially be a utility company with software margins in their end state. Good luck with your decision!

Ok_Wealth_3433

ASTS gave you an opportunity yesterday I hope you took it

Temporary-Ad-9666

yeah RKLB gives me more fundamental stability compared to ASTS, but ASTS's prospects say that if they actually make, it will be a boom. im just looking to buy and forget it for later in life.

Retropixl

Look, this mindset is how you get burnt and lose all of your money. You have FOMO and you’d be buying into these companies at peak valuations. You’re better off accepting you missed the boat on these ones, or wait until a bear market. You’re not going to want to be holding ASTS at $110 a share when we have a bear market and it drops to $15

PrismaticRift

I’ve sold RKLB last week at 90% gain. Continuing to DCA ASTS, especially at the moment where theres a slight dip. Chucked £2k in this morning in fact. I can see RKLB having at least one substantial dip (sub $60) before Neutron launches later this year and I imagine that I will get back in then. ASTS has strong support at $100 and I don’t see anything major to change that as of now. Disclaimer: this is my personal opinion so please don’t follow it with your life savings and then come at me if I was wrong. I invest with disposable income and can afford to lose.

DesertSnowbaru

RKLB is the “safer” bet with a clearer path to profitability. But ASTS has a higher ceiling and more growth potential. RKLB is dipping now due to a failed pressure test that will likely lead to another Neutron delay. Could be a decent entry point.

nateyp123

ASTS wait for me to get back in please !!

Temporary-Ad-9666

ikr... ASTS sounds like it has good prospects, but RKLB at below the 100 price mark... idk its like a mildly expensive perfume somehow

Temporary-Ad-9666

considering more on RKLB and less on ASTS if i slip tbh

Good_Ride_2508

I own both. IMO, I may sell RKLB soon, but ASTS going to keep or DCA.

DrSeuss1020

I’m a long term ASTS bull so that’s where I’ve got my bet, but both are good honestly I don’t think you can go wrong vs the market

whodowhodo

ASTS is up 5.4% dumbass

nateyp123

Buddy are you looking at the same ASTS I am right now?

AccomplishedSoft5395

$ASTS/$RKLB pullback, adding cash

whodowhodo

ASTS my lord and savior

JeffTheJockey

I sold my 10k USD $3 basis ASTS at 6.50 in 2024. This makes me cry.

_pout_

ASTS momentum is mind-boggling. Makes sense, though. There was no actual pullback... just one investor taking profits and triggering some sell stops.

Distinct_Lack306

ASTS gonna fly 🚀🚀

_pout_

Aftermarket ASTS more bullish than most stocks' intraday gains.

botmarco

Not going to happen for ASTS RKLB with their neutron problems however...

bigtuna-619

ASTS for sure. Way more room to grow

UltraPoss

I am sorry because I understand your pain, I’ve lived through the same although with less amounts of money yet a lot for me (Europe) between 2015 and 2020 but how can you say you did your research and did not invest on stocks like RKLB ASTS NVIDIA and everything GPU and memory related ? These were super obvious for the person who really does research

Gibraldi

I would give it a month on RKLB to find out how delayed Neutron will be it could drop further. ASTS / TeraWave is likely going to be some sort of partnership. Space is also huge there is plenty of room for multiple providers.

Gibraldi

I don’t know why you’re being downvoted this is the correct answer. Of the main space stocks PL is very likely going to see the highest growth this year vs ASTS (still rolling out) RKLB (as of yesterday likely to be pushing Neutron launch to 2027 realistically).

DueHousing

ASTS, TSLA, PLTR. You’ll be making 100 baggers in no time

m0nk_3y_gw

ASTS launches with more than just SpaceX, and SpaceX is lagging their tech and can't do what they do.

melvinzee

I bought more ASTS, they are further into the implementation of their big catalyst than Rocketlab is. Rocketlab's language with the test tank rupture sounds more like an accident than a planned event, it also delays Neutron launch and every delay means more cash burn before the big event. I hope they have enough cash until the Neutron launch, but I am not betting on it.

CatchAfilM

This isn't a dip at least for $ASTS. It's ATR at $10.40 and on Wednesday it closed losing $9. Just hit a new all time high this week.

dvdmovie1

"Buy the dip" ASTS up 24% YTD and January isn't even over - where's the dip?

OregonSEA

Its not a dip a long way down. RKLB at $60 or ASTS 70?

dvdmovie1

I wouldn't just copy what you've read on here. That has become more and more of a thing in the last year and eventually more and more of the discussion on here just becomes the same list of hivemind names. If you don't do your own research and just buy what you read on here, when the names eventually go down (and this is a very speculative set of names, so they will be volatile) you're not going to have anything to go on and will likely just dump. Two of these are microcap biotechs that have been pumped on here and microcap biotechs are among the riskiest bets in the market - people read things that sound good, see "stock go up" and then in most cases eventually get rug pulled. Two of these stocks -ASTS/RKLB - have been successful speculative names for a while already. Not saying that they can't continue to be stories, but one is up 360% in the last year - at some point there is a little bit of okay what's the next idea rather than keep piling into the same idea. Too much of Reddit has become "Mag 7 + a few selected speculative growth ideas" and it's the same few this year it was last year. I own one of the two from much lower but I don't keep just endlessly adding to it, at a point I start looking for other ideas instead. NBIS is mildly interesting but it's the kind of thing where it could easily pull back 30% plus in a couple of weeks or so - it did last Fall. I don't get RZLV at all. It's the kind of thing that I don't think even Cathie Wood would buy. Retail AI done by some tiny company in the UK is not compelling. You don't have any thing in this list that's a good foundation for a portfolio. There's one or two speculative things on here maybe to consider if they pulled back but otherwise this isn't a good list to build a portfolio around imo.

PablosCocaineHippo

Dont really know anything about it sorry. ASTS is my early retirement, hopefully

Top-Perception3709

ASTS I bought on the recent pull back to 96, I went up 25% within one trading day...granted that is definitely the exception to the rule. I also have LUNR at 10, and its now up 100%. This is a decade long hold for me at least unless something changes. OP, its fine to try pick a stock, but you need to research it to death and know what you're getting into. Risky stocks should only be 10% or less of your portfolio. The majority of mine is a boring ETF, the rest I have in stocks that I like. Those stocks were red for a long time, sometimes months but now they're all green and up a significant %. If you really want to go into this, start with an All world ETF that is effectively managed for you...then go and learn, learn it again and one more time to make sure

hmm_interestingg

And yet you posted here looking for the next ASTS. Idiot.

PablosCocaineHippo

ASTS has more potential to explode this year imo, while RKLB is also a great company with amazing leadership. This isnt a dip though, ASTS is up 42% this month, RKLB around around 15%. Both their stock price was half of current value 2 months ago.

Specialist_Exam_8433

Having no revenue (quantum, nuclear, ASTS) is bullish as fuck because then you can make up whatever projected numbers you want

rp_gorilla_ape

Dumb ASTS investors united 😂

hmm_interestingg

OK - go ahead and invest in these crappy companies. Just remember to check ASTS share price in a few years.

hmm_interestingg

These are all shitcoin stocks. I would sell any of these to buy ASTS at current prices.

ExplanationNormal339

Totally get the comparison with ASTS; sometimes the market just needs a nudge to see the potential. With POET, keep an eye on their partnerships—those could be game-changers if they start delivering. Timing will be key for sure.

DueHousing

ASTS, TSLA, PLTR. The three stooges of overvalued BS in 2026 😂

shotparrot

ASTS TKLB Lunar (?) These are going to blow up. Trust. Also Rivian. Brk.B is the sleeping giant. It may arise from its slumber.

oswaldcopperpot

Like ASTS? A company that has to give spacex 10 billion to chase a few billion in revenue a year max just to… compete directly with spacex that already succeeded in doing exactly what they MIGHT be able to do.

DrueFedo

And I was really angry about my 2500 dump with ASTS today. Godspeed, brother. I'm a fellow donator but have zero to bitch about.

Negative_Win_5117

I bought ASTS Puts today. Space Rangers are gonna learn a hard lesson soon.

AverageUnited3237

SLS The new ASTS for those who know.

_pout_

Yeah that green curved aftermarket Peyronie's dong on ASTS shows some regard strength.

Legitimate-Ask-5803

+52.3% $27,000 crushed RKLB, ASTS, and BNAI

Sebzerowin

Sell RKLB 📉 Buy ASTS 🚀

Three_of_a_kind3515

Profit begins on an option at strike price plus cost. In this case, 100 strike price and I paid (2.45 x100 shares) or 245 dollars. If the share price of ASTS is 102.45, I break even. If it goes to 103, the I make (0.55 x 100) or 55 dollars per contract. I can sell that option for (3.00 x 100).. or 300 dollars which is the difference between the 100 dollar strike price and the rise in value.. 3 dollars and pocket the difference of my cost to buy it in the first place.. 55 dollars per contract. 🤷‍♂️

redpillsbluepills

ASTS and Bezos partnership incoming 👻

Xcentric7881

who, me? Bit of both. Set SL's when I go into trade, try not to move them unless my thesis changes. Have got much better at taking losses and waiting, then rebuying in lower and seeing it come back up. It's also more psychologically comfortable to actually take the loss, and derisk, then be back in profit, than stressing and then back to zero, even though it's the same thing nett. Taking the loss also reduces the risk of margin call if it keeps going lower so is a good risk-off strategy. If charts and sentiment show levelling off around my SL then I check options levels and OI (with chatgpt help) to get supports and may move SL to avoid just getting it triggered only for stock to move back up, but am trying not to do that too much. As for re-entering, I often go back in on the up momentum, and then place a SL at a value I'm happy to sacrifice (say, $100) and hope the oscillations don't trigger that as it grinds up. I tend to estimate those on the charts too - if too volatile, I wait a bit for a decent down part. And then on those re-entries, as soon as say $80 above entry, will move SL to just above buy price - so if it drops again, I lose nothing from entering too early, but if it rises then I got in ok. If you know it's going to bounce, or you have loads of margin spare, it's often best to hold and wait, but if you're edging towards margin call, then reducing risk and losing out bit is better than getting wiped out by more downward moves. Learned this the very hard way. My ideal SL strategy is set SL below current oscillations level, find reasonable evidence of upward momentum - higher lows, etc, - and buy in at the bottom of one of those oscillations, Then if it reaches top +\_ a chunk, move SL to just above cost basis, then either trailing SL up if I'm not able to monitor it and I don't think it'll be heading to ATHs any time soon, or leave the SL fixed at that breakeven point. ATM I need to do that manually.. Very rarely set TP - did on gold today as it was regularly see-sawing and was ok to trade - but did still get caught by a few changes and with orang-utan chatting I took early losses which I didn't actually need to. Instead of TPs I tend to set trailing losses. I often don't actually close out positions if I think it's about to fall either, I just set a SL just below where we currently are - sometimes it doesn't play out as I expect (often?) and it goes higher and I can benefit. If I did need to come out, then I'm only s few more $ down than I'd have been before, A good risk:reward ratio. I'm doing this in a non-tax account, so costs are on spreads and margin loans. Spreads can be high on ASTS so I do watch those - AH action is harder cos of twice the spread typically. HTH. Not saying it works - just that it's worked better than my previous strategies which essentially kept adding to positions on the way up, and adding cash to avoid margin call on the way down. Ran out of cash. This is all about living to fight another day. In a down and up day, I'd rather be a few hundred $ down at the end, having the costs of selling and rebutting later sometimes lower sometimes higher, plus costs, but having a decent cash buffer at the low point so that if we'd kept on going, I could soon have been out with a chunk of capital intact. Strategy is better than hope.

nomadichedgehog

Thanks for reading and the kind words. Of course I have no problem addressing all your questions - healthy scepticism is always welcome. Regarding my background: I don't have a degree in finance, nor have I worked in an M&A environment. I did study economics in school, and I have a post-graduate degree in a government-related field and worked near policy-making for best part of 5 years. I had some exposure to macroeconomics in that role but more importantly the job required a forensic level of attention to detail, which I think has served me well in other areas of life - investing being one of them. I've been investing/trading as a hobby for the last 4 years, and in that time I have grown my portfolio by 600%. I have a tendency to go down rabbitholes on topics I find interesting (I'm slightly ADHD), which I think gives me a natural inclination to deep dive on a stock and learn about a new company & industry. I actually work in a creative field now after a complete career change, but would love to eventually be a full time investor. As for previous delays, I presume you are referring to previous posts back in September/October when we were in the dark about the RTO structure having been abandoned. It's important to remember that, at the time, we were still under the impression that the transaction was structured as a classic S4-style reverse merger. S4 mergers invite a lot of SEC scrutiny and can take many months to be approved, so our thinking (mine & doot's) was that the S4 filing would be filed around that time to allow enough time for it to be approved before the asset sale outside date (13th January). It was only when the November proxy statement was filed (which was filed immediately after the government shutdown ended) that we found out the RTO structure had been abandoned. As you'll recall, my reading of the proxy statement is that the RTO was abandoned because Social Mobile's lawyers, Blank Rome, did not want the RTO linked to the asset sale. Regarding industry-wide momentum, you are right that there has been a cool off on neoclouds. To be perfectly transparent, I am skeptical of the sector as a whole and do not have any positions in any other neoclouds. That said, I think 2026 will see a growing shift towards inference now that a lot of these LLMs have been trained and I think that is one of several things that makes Qumulus AI exciting. You don't need to be hyperscale to deliver inference - you actually need to be hyperspeed, because that gives you a better chance of securing the contract with the company that needs that inference. Mike Maniscalco put it very well in his first interview: what if you could achieve the same level of scale over time but through a hyper-distributed/decentralised and modular system that is deployed at hyperspeed? To put this into numbers, think of hundreds or thousands of small modular pods distributed in various places that each take 30-60 days to deploy, rather than one big hyperscale factory that takes years and doesn't make any money until it's finished construction? If you think of companies like electronics, plane or car manufacturers that require AI for things like yield optimisation, defect detection, predictive maintenance and so on, you need something that is near your factory for latency purposes - those are speed-dependent applications that require real-time feedback. A hyperscale centre on the other side of the country is no use to you, and it's also complete overkill. What you need is access to a small cluster of GPUs on site or in the nearby area. This is why hyperframe research are arguing inference is the next [bottleneck ](https://hyperframeresearch.com/2026/01/15/is-distance-based-latency-the-ultimate-bottleneck-in-the-inference-ai-economy/). When you pair this distribution model with the financing model Qumulus AI have in place with Permians Labs - DeFi which can be accessed in 7 to 30 days as opposed to TradFi which takes 60-90 - you start to really appreciate the beauty of this approach, especially given that the interest payments are also much less than TradFi. I'm not sure if I've actually answered your question, because you asked me about neoclouds relative to other trades like drone tech and power gen. I haven't gone deep into either of those areas so I can't give you an educated answer. I think satellite connectivity will be a big thing later this year. I have been following ASTS since 2019 before they went public and have had shares in them since 2021, and I think they're only just getting started. Solid-state battery tech is a big one and I'm a fan of Quantumscape. I also think autonomous trucking is something to keep an eye on towards the end of 2026 once there is the regulatory framework for it.

_pout_

Whatever / whomever big investor was dumb enough to sell off their ASTS holdings and trigger sell stops didn't think we'd pump that shit back to baseline overnight.

Certifieddddd

!banbet ASTS 115 1W

Moepenmoes

Who can I trust more, this sub or AI? AI is telling me to buy ASTS and CRDO for quick profits

Three_of_a_kind3515

I bought the strike price of 100 calls expiring Friday when it was at 99 dollars a share… for 254 (2.54 x 100) dollars each.. meaning that I hope ASTS gets higher than 102.54.. by Friday to make money.. 🤷‍♂️

JohnsonSmithKlineBS

Amazon says they’re gonna do space. AMZN cucks ASTS.

DrestinBlack

Bad for BO, no affect on ASTS. But, in fairness, the BO is for business class connectivity, not residential.

Purple_Suggestion837

Be me See ASTS peak up from purchase tuesday. Decide eh feels right by noon, throw in to SMR Sees blackrock throw in sees SMR go big. wonders if BlackRock sees me (They dont) feels wonderful ARM lit up. day is good Fuck Tesla.

Three_of_a_kind3515

ASTS ain’t staying down 12 percent… bought the 100 calls expiring Friday.. when it was at 99 today.. we shall see.

forrealjeff

RKLB and ASTS investors: 🧍‍♂️🧍‍♂️🧍‍♂️

Old-Pomegranate3634

WSB should be a hedge fun we be all retired.| RKLB 20x ASTS 25x SANDISK 10x now imagine options on these plays, each one of them be like 100x now we be degens so we just go all in and become billionares. not that hard

DrestinBlack

If you dumped ASTS over the BO thing lol you didn’t read it well. It’s competition for the likes of Starlink for Business and has literally nothing to do with D2D.

forrealjeff

Getting rid of ASTS and RKLB. They dragging me down, fr. https://preview.redd.it/hvq7xq1l1seg1.jpeg?width=1080&format=pjpg&auto=webp&s=e9112977aa4085e9b68e3917e2e5c54d1db62d79

Sufficient-Tie-8735

banbet! ASTS $150 30d

oioiiii4

ASTS

quuxquxbazbarfoo

ASTS has been all over reddit since $12/share. NVDA has been all over reddit since $30. RKLB since $10.