Reddit Posts
Can ASTS actually compete with SpaceX long term? Let's be all the way real....
Can ASTS actually compete with SpaceX long term? Let's be all the way real....
ASTS Shareholder Alert: AST SpaceMobile, Inc. Securities Class Action Lawsuit - Investors With Losses May Contact SueWallSt
If market takes a shit wishlist — what prices are you betting your house on ?
Why the obsession and seeming double standard when it comes to profitability for Anthropic?
$META is the highest bullish flow score on the board today and the most-traded contract is 1¢ cent.
Whoever told me LEAPS were the ‘safer’ way to play options, I just wanna talk.
"We will need more of X in the future" contains zero information about whether or not to buy a stock at its current price.
People are finally realizing the space sector is a money burning scam. Y'all got conned by those bag holder
People are finally realizing the space sector is a money burning scam.
When will ASTS moon again? Back to $100 by end of year?
Who will get the biggest pop from earnings next week - Aug 10-15
Earnings week watchlist, these are the ones I'm eyeing next week
Explain to me why $ASTS is not a generational opportunity
The forefront of innovation and growth for the next years
Pre-Market Gainers and Losers for Today (July 16, 2026) 📈 📉
ASTS - see y'all in 31 days after the wash sale expires.
Reddit's 2026 Stock Picks: What actually performed?
ASTS oversold: the only DD you’ll ever need
19 and lost it all to space 15k-> chump change
What does everyone think about Space Stocks, hype or future. They are down 35-80% from May and their ATHs, but their order backlogs at all-time high.
What does everyone think about Space Stocks right now, hype or future. Sector's had a rough stretch while backlogs keep growing
What does everyone think about the Space Stocks, hype or future. The sector lost $89B in a day while backlogs hit records. Detailed
Six space stocks, one dashboard. Rocket Lab, Firefly, Redwire, Voyager Tech, Intuitive Machines AST SpaceMobile. One is down 80% from its high and still has a lower forward P/S than than the other. Worth a look.
Rocket Labs and AST SpaceMobile are both down 40%+ from their May highs. Which one would you buy the dip on.
Semiconductors semi-conducted me into wealth. 💾⚡”
Blue Origin Raising First Outside Capital, Seeking $10B at a $130B Valuation
Don't fight the $ASTS rocket. Double digits are back
Why shouldn't individual stocks make up most of my portfolio if the goal is to accumulate wealth?
ASTS - If Elon musk is starting a colony on mars, they need data to access the internet on earth.
$ASTS - Has the covering begun?
I heard we're showing our ASTS loss porn? ($500k Loss in 1 month)
Heard we’re posting $ASTS losses, -$1.3m from peak
Did SpaceX hype turned a bunch of smaller space companies into temporary sympathy trades
Did SpaceX hype turn a bunch of smaller space companies into temporary momentum trades
Down $240k in less than a month at 23 thanks to ASTS
Did the smaller space names basically become a SpaceX sympathy trade for a few weeks?
Why is the market completely ignoring $MDA SPACE ($5.5 BILLION MARKET CAP $43 B back log)
Pre-Market Gainers and Losers for Today (June 17, 2026) 📈 📉
AST SpaceMobile (ASTS) successfully launches BB8-9-10 satellites on SpaceX Falcon 9. BB11-12-13 in final preparation for shipment.
To...low orbit? AST Space Mobile to launch tomorrow
I Believe that Satellites will Replace Cell Towers, and a Major Beneficiary Could be AST Spacemobile
Nokia ($NOK) Has Some Intriguing Growth Opportunities In The Coming Years
Reviewing 6 Future Growth Opportunities for $NOK
SpaceX: People are getting this IPO wrong
$35,000 gain in a month from trading the SpaceX IPO runup
5 moonshots I'm willing to hold through a 50% drawdown
Why I am watching $ASTS closely after this move
My $700k all-in bet that US drone pure-plays are going parabolic in a couple of months
My $700k all-in bet that drone pure-plays are going parabolic in a couple of months. $AVEX $AVAV $KTOS
Long ASTS @ $112.66 for $39,206, down $5,622 (-14%)
Long ASTS @ $112.66 for $39,206, down $5,739 (-15%)
Space regard checking in before launch.
What's the best stock on this bloody day to make a quick buck?
Anyone looking at space stocks before spacex ipo?
Anyone looking at space stocks before the SpaceX IPO?
anyone looking at space stocks before spacex ipo?
Anyone looking at space stocks before the SpaceX IPO?
Anyone looking at space stocks before the SpaceX IPO?
Anyone looking at space stocks before the SpaceX IPO?
Wall Street is bleeding on shorts, and the 2026 Space/Compute cohort is about to go parabolic.
Mentions
I was really thinking of buying ASTS shares last week the first time ever. Got busy with work and forgot. Glad!!!
Appreciate a good bear take but see lots of misleading claims here: \- No, the bull case is not dependent on them becoming a near monopoly. In what industry has that ever been true? Why would it be different here? Just as multiple MNOs exist, there's enough satellite pie for multiple players. \- Yes, ASTS has delays, but so does every one of Elon's companies, by years. Your point? \- Nope, they only need 45 to 60 satellites for continuous, commercial U.S. coverage. \- Why only bring up the failed EV companies? What about BYD, which is \*more\* profitable than Tesla? \- The "retail shills who sold" are still shilling it. What's your source that they sold? And why would they continue shilling it in that case? For example, Kook is continuing to post his weekly reports.
ASTS bagholders back in June about acquisition: absolutely not; we are just fine and will grow alone to $500 share price ASTS bagholders today about acquisition : can someone, anybody out there just buy us? $75 is good pretty please
They made a shit load of money off ASTS this week. The Puts in Friday went out 1000%.
ASTS rebound shrek to 55 on Monday
Let’s be real, this is an acquisition play for SpaceX because they need ASTS ip.
You do need satellites for that because, as you just said, the carriers are too cheap to fill them in via terrestrial towers. That's where ASTS comes in. They can fill those gaps economically and are partnered with
ASTS is going to jump back to 65$ next week
Melody Marks told me to short ASTS. SpaceX eating their lunch and putting them out of business by spreading propaganda on Elon-owned X and bribing Trump to take away ASTS contracts. Fucking cooked lmao
lots of valid points there, but remember the manufacturing breakdowns were largely in the first quarter of 2024, after that the production rate actually stabilized and launch volumes jumped once SpaceX scheduled more Falcon 9s. also the JV with the major carriers gives ASTS access to a sizable share of U.S. spectrum that Starlink doesn’t yet control, which keeps the price spread tight enough for the carriers to collect the margin. in short, the hurdles are real but not as crippling as the narrative suggests.
I vividly remember 2 years ago, a little more actually, that the most agreed upon risk to the bullcase was literally SpaceX and Elon becoming competitors. Most original heavy investors were going on the hope that the monopoly thesis was going to happen. The argument was that SPCX quality of patents and technology was not as high quality, but if the investment money and capital is going to SPCX, then obviously they can catch up much faster with similar technology, just copycat stuff and hiring the right engineers, etc... Anyway, after watching the unfolding of events ever since the IPO a few months ago, along with talk of market correction and headwinds, I think ASTS is in serious trouble based on their delayed launches, frustrated investors, and apparently very problematic SPCX comp which is playing right into the old bear thesis. But because I think that, ASTS will probably catch some catalysts and be back over 100 within the next 3 months for one reason or the other lol.
If the technology works and it’s merely a launching issue, if they manufacture the satellites now in advance, they can launch them up with a faster cadence. New Glenn is set to return by December and if they can get satellites, roughly 8, on it around February 2027 I don’t see how they struggle here much longer. It’s one thing to suggest a company being overvalued which when it was triple digits it was, but <$50 just seems silly when you compare it to where it was last year. An investor would rather ASTS be where they were last year or now with 3billion dollars of cash and more satellites/ Japan LEO contract awarded? Should be trading closer to 70-80 but the short term noise of Elon competing D2C as if it’s something completely new is laughable
Besides the reasons on why and how ASTS can compete and survive alongside SpaceX. Understand - buy when everyone is fearful. ASTS will rise for sure. Could take a few months from now but yeah, it'll.
Thats true but ASTS’ high valuation is based on first mover advantage and being near monopoly on D2C. If their ceiling is now lower, they will be repriced lower
The real moat question is whether ASTS's AT&T and Verizon partnerships are exclusive enough to matter, or whether SpaceX's vastly deeper capital lets them iterate faster and eventually offer direct-to-cell at a price ASTS can't match. ASTS has a first-mover lead on actual commercial D2D service, but SpaceX's launch cadence and willingness to subsidize Starlink with other revenue lines means they can lose money on direct-to-cell longer than ASTS can survive. Room for both? Maybe, but only if ASTS executes its partner deals fast enough to lock in revenue before Starlink's D2D offering matures.
Exactly. ASTS or any satellite provider will be a great add on service to have in one's toolbox. But if I'd have my preferences, give me ATT fiber any and every day of the week. ATT fiber is superb compared to all other providers I have ever tried. Cable is okay and I'm guessing ASTS will be okay. But fiber rocks.
Puts of ASTS, they lost their moat. Puts on ADBE, their products getting cloned.
The downside is the over promises and under delivery from the management of ASTS. It becomes hard to hold such a stock when you cant trust anything they say. Last December it was ramping up to launch every 6 weeks. I think they've managed 3 this year so far? Would love to buy back in, but its such a frustrating stock to own Im happy with the $108 price I got for my shares a couple of months ago.
Not too long ago, we were debating Lucid and Rivian vs Tesla. SpaceX vs ASTS might be the same thing. ASTS may have potential, but scaling and building is hard.
significant put volume came in on friday on nov 20 $60 and $65 strikes... i'm more inclined to believe it flops again on earnings, and perhaps off that move could present an opportunity long but i'm staying far away - ASTS just lost 10% friday, that looks like a way more compelling opportunity at the moment
I agree. This is where the immediate value is. ASTS should strive to be the provider of space based towers to cell providers around the world. ASTS satellites will also save traditional cell providers billions of dollars by reducing their dependance on terrestrial towers.
LOL comparing LUCID and RIVIAN to ASTS.
As if things can't get any worse for ASTS, looks like they rushed some satellites out for damage control without having a confirmed launch date from SpaceX. They will be sitting in that warehouse in Titusville Florida for a long while. 🤣🤣🤣 What a clusterfuck of a company!!!
I refuse to even look at the ASTS chart. Mentioned here way too much
The answer is it doesn’t have to. ASTS isn’t going after people but companies who have large user bases. Their technology doesn’t require any changes at the customer level to use this feature. SpaceX is inherently nefarious company who wants to not only take over business from network providers but eventually build its own handsets/phone, which would disincentivize any mobile maker to support its spectrum. Thus even if SpaceX is able to build a competitive product, it would be tough to convert people to move away from both their carriers and mobile phone manufacturers. Sure there would be Elon Fan boys who would probably make the jump, but I don’t see regular folks moving away from Apple/Samsung.
ASTS furus are showing gamma maps indicating 55 and 60 levels....how the mighty have fallen lmao
Sounds like the revenue is only there while MNO’s subsidise ASTS, themselves taking a loss here to fend off SpaceX. Doesn’t sound like ASTS is a good investment.
I've not seen this in the ASTS subreddit in response to that the other day but this is a very good point.
ASTS entire bull case is based on them becoming a monopoly or a near-monopoly in the D2D market because that market is not that big even the MNO carriers themselves say so, but that thesis is falling apart at the seams: \- Delays galore, promised 168 satellites by 2025, 45-60 by end of 2026, and they launched 7 so far. They need 90-248 to provide real service. They have manufacturing problems, quality control problems, launch problems. They're burning through hundreds of millions every quarter and will need to raise billions more. They have no means to launch their satellites and must depend on SpaceX who said they're not taking any new orders to launch their satellites. \- All future sales projections (and earnings) are based on making several dollars per customer, the more likely scenario with Starlink and Amazon Leo (and others) is that the real number is under 50 cents per customer and it will be a race to the bottom with two-deeply capitalized mega corporations and billionaire backers. No way they can win going head to head. \- SpaceX/Starlink is going to bundle a package that probably includes Starlink home broadband + cellular + GrokAI + FSD + X Premium or what have you that no carrier can compete with, they are likely to buy out or drive the telcos into the ground. Starlink is going to change the face of the telecommunications industry, not just for internet and broadband, but for AI and connectivity to cars, Optimus robots, IoT, edge devices, you name it. Starlink doesn't want that measly 2% that wander off the terrestrial grid every now then that ASTS is after, then want the whole pie. \- Nikola and Rivian tried to go up against Tesla and Musk, never a smart idea, one is bankrupt and the other probably on its way. ASTS will probably never able to launch enough satellites to offer service and earn money, and likely to face a similar fate. The company was pushed on retail by paid shills who had close personal connections to ASTS management (now those same shills are pushing crypto) who got in at $1-$2 and sold over $100.
The last paragraph is where it will unfold, but DOJ and FCC along with the mobile carriers class action will dictate if this succeeds. SpaceX's **Starlink Direct-to-Cell** satellites are physically much smaller and lighter than ASTS's giants. They are designed for hyper-efficient mass manufacturing and rapid deployment via Falcon 9 and Starship rockets. **Silicon and Software Over Size:** Rather than launching a 2,400-square-foot mechanical array, Starlink uses highly advanced, smaller **phased-array antennas** packed with proprietary software-defined radio (SDR) technology. **The Original Strategy:** Initially, Starlink relied on partnering with T-Mobile to use T-Mobile’s mid-band PCS spectrum. This original setup was heavily hardware-constrained. It was designed primarily as a low-bandwidth safety net to support **emergency SMS texting and basic voice calls** in rural dead zones, rather than full-throttle 5G video streaming **Neutralizing the Spectrum Advantage:** ASTS's primary moat was its exclusive access to carrier spectrum. However, SpaceX completely bypassed this restriction by buying its own **nationwide 800 MHz and 2 GHz spectrum**. Starlink no longer needs to play nice with carriers; they have the airwaves to operate completely independently. **The Launch Monopolization:** ASTS relies entirely on rocket providers to get its massive, heavy BlueBird satellites into space. Because SpaceX controls the global launch market with the Falcon 9 and Starship, ASTS is essentially forced to pay its primary competitor to launch its hardware. SpaceX can prioritize its own Direct-to-Cell satellite launches, throttling ASTS's ability to achieve global constellation scale quickly. **The Virtualization Moat (Open RAN & AON):** As we explored, if Starlink integrates its network into a cloud environment like **Azure Operator Nexus**using **Open RAN**, they can bypass their physical antenna size limitations. Software-driven beamforming and intelligent handovers allow Starlink to deliver high-capacity urban data through ground towers, leaving their satellites to handle the rural coverage—rendering ASTS’s costly "giant satellite" architecture economically inefficient.
Sometimes companies take the hit to disrupt other companies. Take a look at the paramount wb merger. The amount that it cost paramount will never be recovered. They simply did it for control of CNN. Again, the bet is a legacy provider wants to retaliate against SpaceX. There is a lot wrong with ASTS itself as well, like using other competitors to launch its satellites.
SpaceX only acquired wavelengths in the US, that might not be as feasible in other countries were telecom countries and governments have a tighter grip on their spectrum. ASTS customers are the telecom networks themselves, not direct customers. Hence I believe Retail telecom company + ASTS is much more convenient for people and companies as it covers urban and rural thoroughly.
Sure, that sounds like it would slot in nicely alongside typical network coverage as an add-on fee, but I don’t see ASTS going 30x from current prices based on that. I’ve never understood the valuation thesis.
ASTS is for the rural deadzones that are all over. The kind that drop a call of that you don't even realize you are driving through until you need service. Also natural disasters, wildfire connectivity, national parks, out on the lake, etc. Not everyone will subscribe and it definitely isn't for people who spend their whole life in their city.
Then keep buying ASTS. Don’t let me stop you. I said what I said and Im right. This company has been lying for 5 years. But you know what they say about people who are gullible for years right?
Those are completely different situations imo. Starlink won’t put ISPs out of business because ISPs will 1) be cheaper for most people and 2) have lower latency which is needed for many use cases. ASTS versus starlink don’t have those tradeoffs. It’s going to come down to cost difference and SpaceX having the vertical integration means their costs likely can be way lower. I won’t pretend to know the details of their competitive advantage over each other, but if starlink offers same service as ASTS for 50% cheaper, it’s bye bye ASTS. SpaceX will have lots of other revenues streams to so they can play game of attrition much longer.
You couldn’t have given a worse example lol. Robotaxi is supervised. They either have a driver or remote support. Waymo is fully autonomous and now does 500,000 rides per week. Robotaxi is invite only, available in tiny cities: Austin, Dallas and San Antonio. Waymo is commercially operating in Phoenix, San Francisco, Los Angeles, Austin, Dallas, Houston, Miami (and others). In fact Waymo has more cars in LA alone than the entire robotaxi fleet. Waymo now have their 2nd gen larger Ojai units in several cities. It’s kinda the perfect analogy; Waymo is ASTS and Starling is Robotaxi. One is so much further ahead it’s not even close. Serious question: do you actually look any of this stuff up before trying to form a woefully misguided comparison?
If spaceX does everything right and perfect, they will have 20% of the US market. That will leave ASTS with 80% (at least) of just the US market. Not to mention Europe, Canada, Japan, and other countries. ASTS is the better option for sovereign countries. Why would a foreign country have SpaceX come in, price out their MNOs, and gut those jobs. ASTS is complimentary
The Grain spectrum is US-exclusive. The services they’re competing on are global, and ASTS has a huge leg up with regulatory hurdles outside of the US.
when will be beloved ASTS be magnificent sir?
Sovereign constellations will be huge for ASTS. I bought more ASTS shares at $48 yesterday and couldn’t believe I got such a good deal. It was $133 a few months ago.
15,000 for a mid band array, they need a new design for the lowband which is why they are going to rely on femtocell deployment until they get there. But they can absolutely move faster than ASTS as well, they have better talent, better funding, and better leadership
The difference is that ASTS is B2B and Starlink is B2C. Unless AT&T or something wants to sponsor internet for every customer on a domestic US flight, then it wouldn't make sense for an airline to give internet rights only to customers that use a particular carrier. The logistics of trying to use ASTS on an international flight where every country has its own MNOs sounds like a logistical nightmare. For those use cases. A standalone satellite MNO like Starlink makes sense.
Its actually the other way around. In order to provide data to unmodified cellphones, spaceX needs to produce sats that arent out of the rough prototype stage yet, and launch them via a spaceship that also hasnt had all the kinks worked out yet. Thats even before you get into multinational regulatory questions and midband spectrum. Best case scenario, they’re a few years behind, while ASTS has a design which is currently being produced, and can launch on a number of current platforms in single or stacked launches. Their biggest bottleneck is production currently, but the most pessimistic timelines still put them at beta service early next year, and probably full service within 2.
No, SpaceX can’t move faster. The inferior tech that they don’t even have yet takes far more sats. 15,000 for an array. He literally can’t get the sats up in orbit before ASTS have been fully operational for over two years. He can’t magic up a fleet of starships that launch 24/7. That’s the big lie here. He’s bottlenecked until he fundamentally changes all his tech like buying ASTS.
and yet hes more reliable than ASTS who promised so much BS
SpaceX is competing not with ASTS. It’s competing with the legacy big three MNOs. SpaceX satellite technology is years behind ASTS. Their satellites can only do mid band which can’t penetrate buildings or cars and requires clear line of sight with no storm clouds or trees in the way. ASTS supports low band which can penetrate storm clouds and buildings.
Nah, its a pretty common sentiment among investors (me included) that ASTS has fantastic tech that is hamstring by mediocre management that doesnt fully understand how to scale up or competently run a large public corporation vs a private startup. I still think they’re going to succeed despite themselves, but they would do so much faster and with much less pain if they sacked scott, hired a professional CEO with stock option incentives vs direct shares, and Abel moved to a CTO role where he could shine working with the tech.
Why do you believe they won't be able to set up the infrastructure when they're already delivering with starlink, compared to ASTS being behind the curve. I don't like Elon, but I'd have to be delusional to not see the advantage he has.
Disagree. See my comment above. There is operate no way Starlink can have a working array before 2030 and that’s if everything goes according to plan and we believe everything Musk says. That’s at least two years after ASTS goes fully operational even at current launch cadence. Good luck at that point becoming an MNO.
ASTS feels like the kind of asset that makes more sense tucked inside a bigger balance sheet than fighting the capex war alone
This is the real answer. Best case scenario according to musk himself it’s 2030 before he has anything viable to compete with ASTS which will be operational next year even at current launch cadence. If you want the math, Musk has zero functional gen three sats. Literally none. Not even a working prototype. He will need 15,000 for coverage. Starship can only launch 60 sats (max) per launch and Musk is hoping he can do 70 lunches per year. Thats over 3.5 years of perfect lunches schedule even if he had 15,000 sats ready to go now. But he doesn’t have any. He doesn’t even know if they work. It’s more likely that Starlink will take 5+ years to get even half the number of sats needed. ASTS will own the global market by 2028. Everything musk is saying now is just more Hyperloop, Tesla Roof, FSD nonsense, because he needs the SpaceX share price to stay buoyant until next year when he and early institutions can fully cash out (they’re totally locked in for 1 full year).
This is like saying ISPs are doomed because Starlink exists. Do you think Starlink will put the rest of the American telecom companies out of business and everyone will switch to Starlink? No? Then ASTS has a market in the US. Because they're all partnering with ASTS for their satellite connection solution. They even created a joint venture to do so.
Been holding ASTS for a couple years. Not many shares, just 15. But I've been deciding more that I prefer index funds so I just sold and bought VGT instead. I've been using Starlink for 5 years and think that SpaceX can gain market share faster and more reliably.
Elon is still way more reliable than ASTS management unfortunately.
ASTS has a place but the ceiling is quickly lowering. Was reading an article the other day arguing that SpaceX’s utility/space business has a strong floor at $120-130 not including data center/computing. This deal raised their floor imo.
How long term? Having zero political bias, nothing out of Elon's mouth ever delivers in time, but he DOES deliver given enough time. I like ASTS at this price for short to medium term swing, but \~10y horizon the window of opportunity narrowed down for sure.
I think ASTS will be a m/a target for someone larger, who knows when or what price by then. I'm not sure asts is as strong alone than if they were brought into a larger ecosystem
The grain spectrum acquisition isn’t actually a large amount of spectrum. US, European, and Japanese MNOs have formed JVs to share spectrum as they partner with ASTS to provide service. This will allow ASTS to provide better coverage with their satellites. At its core ASTS has a better solution to the connectivity problem. The outstanding question for ASTS is if they can figure out their manufacturing. If they continue struggling to produce sats they will not be successful. Go check out the resources on the ASTS subreddit, they’re pretty detailed and highlight core technological differences between the two.
The narrative for ASTS now is simple. There’s 2 things people aren’t realizing. 1. SpaceX will not be able to execute or set up the infrastructure 2. There are a lot of people that hate Elon and will never use the service. This gives VZ and T-mobile the opportunity to compete by partnering with ASTS. I hate the stock but I bought at 49 yesterday. It’s a very asymmetric trade hinging on Elon sucking at actually delivering which has always been the case.
Yeah, it's definitely one of those I feel bad for some, but holy shit have there been some insanely toxic ASTS investors infecting here and a bunch of other subs the last year. You know, the type who keep excusing every bad earnings report with "it's pre-revenue, so none of it matters!" Well, they found out the whole problem that when none of it matters, there's really no bottom on how bad the reversal can get. I think the intrinsic value of the stock is still back at like $10. I don't think it gets quite that bad, but the UFO ETF looks primed for collapse too.
I feel kinda bad for the ASTS bagholders. Except for the people that kept calling me a retard when I was warning people that this would happen eventually. It has big Lucid vibes written all over it. Lot of promises but just a company burning through piles of cash with no end in site.
ASTS pls :cry: :vanish:
Do not be shy ASTS bagholders, share your loss porn.
Iren and ASTS were garbage for me
…why? Because SpaceX got 7x7Mhz of lowband spectrum? This pushes ASTS further into the arms of global MNOs making it more strategically important.
Cell phone companies don't need to build towers in rural areas anymore. They are partnering with ASTS to provide direct to cell satellite service, using the carriers own spectrum
Guess what companies can't profit from poor customers. Money is made from rich customers. And that applies globally. And a satellite cellular network can serve the global rich. T-Mobile didn't sign a deal with ASTS spacemobile for zero reason.
A have to know. What were you trading? I see FRMI and IREN. What else was in there, TTD? ASTS and MSTR, but you bought at the top?
Those loud ASTS & RKLB investors from the past few years have been awfully quiet in 2026 LMAO 🤣 🤌
I really don't think ASTS is the sat com partner. I need to check those post out
Got banned from ASTS because I said the stock was going to bottom out at 45 😆😂😂😂😂😂
The telco game is changing rapidly as satellite data comes into its own. I think we’re going to see not only a huge amount of broadband connections moving to satellite, but also a lot of mobile internet, and even a lot of the major backhaul routes that would normally go over intercontinental fiber. Countries that haven’t built significant fiber and broadband networks likely never will. Not saying any of those existing mediums are going to be replaced, but most of the growth will happen in satellite data and it’s going to provide a huge amount of flexibility and redundancy to a system that is really fragile right now. Now with all that said, SpaceX is a clear frontrunner here, and I expect they’re going to be the largest telco in the world within a few years, integrated across mobile, home internet, business, and even back haul capacity. And while ASTS is not as far along, and will only be serving the North American market at first, their satellites will already be in place and ready to serve other markets as they get agreements and licenses in place to do so. It’s going to be a huge business and lots of places at the table. But it is a huge threat to incumbents who are operating with significant debt and relatively tight margins (looking at you Charter). A drop of a few percent in revenue can really throw the economics of those businesses out of wack.
Man I'm sorry, but ASTS doesn't make any sense. They are launching satellites into LEO to provide service in -- checks notes -- two countries, the USA and Canada. Their satellites will spend the vast majority of their time chilling out, doing nothing. I mean, assuming they can build and launch enough of them to begin with. The US telcos don't need to do anything to compete with SpaceX. They have thousands of miles of fiber, thousands of towers, and maybe most importantly, a sufficiently competent workforce to maintain things. If there's one thing Elon hates, it's paying for labor. Elon will price very aggressively, of course, but the reality is the telcos will just lower their prices. This is a nothingburger.
Buy the ASTS dip, and telco dip. ASTS sucks, but is oversold and will bounce at least 5% soon And US cell carries dipped only because of Elon entering the telco market, but their tech is more geared towards rural service. US cell carriers will rebound next week too. Take from that what you will, and good luck out there
Even after recent selloff, ASTS is still a $20 billion company. $20 billion for a no revenue and no satellites and no service anytime soon company, going head to head with Musk and SpaceX. Anyone remember Nikola Corporation, yeah they wanted to take on Tesla, they went bankrupt last year. Same fate awaits ASTS. ASTS $10 in next 3-6 months is not a meme!
don’t get ahead of totaled. I own ASTS leaps
When ASTS OGs started shilling crypto last month, should have sold it all then Ref: [https://x.com/thekookreport/status/2102633600869085240](https://x.com/thekookreport/status/2102633600869085240)
So angry at ASTS I'm just gonna fap the entire weekend
So glad I never invested in meme stocks like ASTS lmao
I feel like most of people that mention ASTS here didn't either.
either ASTS recovers or it goes to 48 again, i didn't buy so it will recover lmao
I like T out of the big 3. Also, great buying opportunity for ASTS... Valuation closing in on F it territory. HELOC, I'm coming for you soon!
It was a good run ASTS. It was a good run.
ASTS bros. Still alive?
Everybody wave bye to ASTS
buy this ASTS dip? seems good entry?
Rip to the ASTS buyers from just before SPCX IPO (me)
ASTS baggies getting what they deserve
Went from 60% of port in ASTS yesterday to 85% by EOD today. Let's see what next week brings 🫡
Untrue, whoever bought those ASTS puts I sold yesterday is swimming in money
ASTS bag holders show yourselves
wait so its litterally ASTS 2.0 but with the actual means to launch satellites itself?
All my losses are from non AI shit like Nike and NVO and ASTS