ASTS

chainer3000

DRAM GOOGLE RDDT NBIS ASTS WDC GEV all leaps. The plan now is just to close the port and come back when the sell off is done. I do want to start building a position in SMRs soon. That future is starting to materialize within 1-2 years

hoponthetrain83

ASTS?

PeddyCash

DCA’ing into ASTS

asyncohwait

INTC and ASTS calls, MSTR puts

Iunatic

If you aint buying ASTS here you aint black

PuzzledAd8975

ASTS will fly soon. Beautiful chart

cbusoh66

One day, in the not too distant future, ASTS will drop 40-50% in one single session. IYKYK. Mark this comment.

verified-trader

**BanBet Lost** — /u/RacingGreen94 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **ASTS** ▲ | $86.03 → $130.00 | +51.1% | 3w | Lost |

Vlc81Lab

One more day $ASTS https://preview.redd.it/9sxscszpl0ch1.png?width=668&format=png&auto=webp&s=5a3617ee20a5de8d6f40cc2fede27550a35b90df

Paul_Robert_

I love u ASTS, but my heart can't take these swings!

Financial-Kick7519

You mean space? ASTS, RKLB, SPCE, etc……

Ok_Wealth_3433

NBIS is too cheap, CIFR is too cheap, ASTS is too cheap

poo0sy

Every time I think I'm buying the dip on ASTS, it reminds me that I don't even know what that word means.

Outside_Ad4446

ASTS will recover, SPCX will NOT..🥳🥳

Paul_Robert_

Just wish it didn't take ASTS with it 😭

Plastic_Barracuda711

Just SPCX? No RKLB or ASTS?

MacAndCheezyBeezy

Still got 30k. Put it into ASTS close the app and dont look for 2-3 years. You'll get it back. OR gamble it all away in 0dte.

092Casey

Question: What is the next ASTS, RKLB, or LUNR (single digit stocks that have the potential to run to 80-100ps)

Any_Possible3003

Yea, T-mobile will be joining the fold too. Especially now that Chris Sambar was just appointed as head of enterprise. We all know how he felt about ASTS and Abel. “One of the great inventors of our time.” Also, the spectral efficiency they just released is significantly better than even spacemobile investors were hoping for with almost 10 BPS/hz. This is significantly better than anything Starlink has been able to showcase, it’s not even comparable. One is a text service, one is broadband, voice, text.

chainer3000

Split the rest between WDC, NBIS, GOOG, DRAM, ASTS leaps and check back in 6 months.

Ok_Wealth_3433

T-Mobile hired Chris Sambar from AT&T. Has said in the past that the ASTS ceo is “one of the great inventors of our time.” He’s a big ASTS advocate. Only speculation that ASTS and T-Mobile have a deal, but it’s looking likely

Ok_Wealth_3433

ASTS is going to be doing business with T Mobile. The great thing about cult stocks is you get autistic level dd that is actually quicker than the hedgies

verified-trader

**BanBet Created** ▲ | **Record:** 1W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **ASTS** | $84.70 (above) | $74.34 | +13.9% | Jul 21, 9:15 PM |

Paul_Robert_

!banbet ASTS 84.7 2w

ItsOkILoveYouMYbb

Whole space basket moved in tandem on this. It's continued semiconductor sell-off, which means risk off which means high beta basket (like the space basket including SpaceX) gets sold off. Algorithms are in control of SPCX already. Compare its relative price action and volume to RKLB and ASTS today.

cloud_cafe

It's crazy how I bought the ASTS dip at the right time and sold at 90 but somehow after this brilliant move I decided to buy the SNDK dip at 1930

grandfatherdog

Why are so few people talking about SK Hynix IPO? People couldn't shut up about SPCX and we saw ASTS and RKLB tank. Feels like same thing is happening to MU and SNDK.

KittyLover-7

RKLB and ASTS you fucking fucks giving up last weeks gains completely

Ok_Wealth_3433

Genuinely wtf is going on with ASTS the fundamentals are improving like crazy yet the stock is inversing it

dataCollector42069

Any other ASTS bag holders who only knows the name ass tits and not even their real name 🤌

enc-nyc

Down on my friday ASTS leaps

_hopkins

Man ASTS so trash today. Even RKLB is trying to rise

Beastman5000

My NBIS, RKLB and ASTS are down 30% from their highs. What stocks are you holding that are doing ok?

StockedUpOnBeef

Mannnn I Just went in all in margin last week $190k into ASTS. I went down about $15k then sold before it dropped more. It hurts 😭

Ok_Wealth_3433

That’s why in my original comment I’m hesitant on it. The picture is just not as clear as ASTS, which might even be undervalued due to the government side of the business growing significantly. I agree with you about your numbers, but I feel that their track record and exceptional leadership deserve a markup.

cbusoh66

Prediction for these overhyped and overpriced space stocks within 6-9 months: SPCX = $50 RKLB = $30 ASTS = $10

Ok_Wealth_3433

The reason I’m more hesitant with RKLB is the path to significant profits and revenue is a lot more unclear versus some other space stocks. Currently the fundamentals are better than ASTS, but if ASTS executes the numbers are quite clear. Diff sector ig tho

enc-nyc

trying to catch a knife on RLKB and ASTS and it's not catching

Paul_Robert_

Forget that bs, I want my telecommunications satellite company to do well! C'mon ASTS 😭

Ok_Wealth_3433

ASTS red pre thank god maybe my calls have a chance iykyk

CalebVanPoneisen

ASTS? Have you tried holding SOXL?

king_of_all_retards

|Retard's Username|Bag|Notes| |:-|:-|:-| |[Logical-Clerk-1571](https://www.reddit.com/user/Logical-Clerk-1571/)|ASTS|A retarded spacemob|

Logical-Clerk-1571

People screaming and crying like "oh no i bought MU at the top i feel very bad" Have you ever tried holding ASTS? Every 1 day feels like 1 year when you become a spacemob

Double_Biscotti_6364

Tempus or ASTS this week?

music_is_gud

Full port into ASTS 1DTE 300 calls 🫡

Double_Biscotti_6364

ASTS to 100 by Friday would be cool

music_is_gud

Turns out ASTS was a memory company all along 🌝

Plazmarazmataz

Cramer said buy ASTS and gave the kiss of death to my beloved stock.

theregalbeagler

ASTS going to blow your account when it gets back to $40 😂

Mysterious-Device-53

Ever felt like the stud in the room, then a bigger, better-looking dude comes in and steals your spotlight? That's probably how ASTS and RKLB feel now LMAO

Paul_Robert_

ASTS , but wait for a pump

DrestinBlack

You forgot $ASTS 225

RevolutionaryPhoto24

Yeah, I held onto some ASTS lottos I should’ve rolled…

Le_pants_de_marche

Thank you GOOGL... looks at my ASTS bags <Insert Pedro Pascal laughing then crying GIF>

Comrade_Durge

I need a Time Machine, so I can go back a month ago and slap the shit out of myself for buying RKLB & ASTS at those prices

TonyStarks81

ASTS getting the death touch from Kramer. Fuck that guy.

Thetimeisnow411

I don't know who you classify as "smart money" but large institutions own RKLB, LUNR, ASTS and ECHO. Using rocket lab as an example, Vanguard, Baillie Gifford, State Street, and JPMorgan Chase own 93,056,539 shares collectively. If they own RKLB, they definitely now own SPCX.

Ghostehz

I just know if I press buy on ASTS, Cramer is going to start talking about it.

Ok_Wealth_3433

Same goes for you buddy with RKLB and ASTS. sure hating my bags on 500% + gains🤡

3500theprice

Anyone have a good play on ASTS? Looks primed for a run up

3500theprice

Anyone recommend ASTS contracts? Looks like it could run uo soon

AcanthocephalaIcy571

Grateful to live in a time where ASTS is still a generational wealth creation opportunity

PeddyCash

What’s up with ASTS. I been out of the loop.

Logical-Clerk-1571

hello guys can someone send these green candles from SPY to ASTS and RKLB?

Ok_Wealth_3433

I don’t even bother trying to understand RKLB and ASTS price action anymore. Just gotta hold

Kialys

I'm tired of these SpaceX insiders shorting and beating up my boy ASTS :(

Prestigious_Suit_202

Kramer fucked ASTS

miss_L_fire

ASTS whyyy 🫩

Savoirfaire23

Bruh ASTS and RKLB red in a see of green 😔

cbusoh66

Imagine selling an "internet service" to less than 0.5% of the population, and only for few hours a year at best, and then bragging that it's the next big thing... ASTS = Theranos 2.0

miss_L_fire

Lol I’m right there with you except ASTS instead of RKLB

TheFreshOne

The two I'm in are both down... ASTS and NFLX.

finebushlane

Look at the deals which have been done, seriously, look at them. None of them are giving any money NOW to ASTS. All of these are very common sorts of deals when you have a company which is promising some sort of future tech but which DOESNT PROVIDE IT NOW. Companies make these kinds of deals to get an OPTION to use this tech in the future if it works out. Seriously, I work in an area very closely related to this one. We see deals like this all the time for tech which may or may not ever actually work. It's incredibly common. Companies will invest 100M in tranches across many years based on milestones or progress etc, knowing that most likely they will never have to give that money because the tech won't work out. They do it because it gives them future optionality which they usually want for strategic reasons. In this case, companies are willing to put a bet on ASTS because it's cheap for them and if it all works out, it means they are competitive with a rival company who uses SpaceX. This isn't that complicated. The truth is, most people on Reddit haven't really looked at these deals and don't understand how this sort of investment works, neither did they look at ASTS's actual balance sheet. You can see what's currently working by looking at ASTS's current revenue, i.e. what people are paying for right now... and they have almost no revenue, because they're not selling anything which really adds value yet. Now, none of this means it won't happen, I'm just pointing out how this shit works.

RevolutionaryPhoto24

Starting a position in MRLN for long term speculation. Beginning to wonder if the unappealing NFLX is simply too cheap to ignore. Will manage MU, TSLA, ASTS trades tmw/after meetings.

_tony__stark

Why is Simply Wallstreet upgraded analyst for ASTS $170 DOWN >50%, but falling

gorlami_1

Anyone holding ASTS?

Ghostehz

I want to buy this ASTS/RKLB dip but fucking SPCX inclusion tmr spooks me

Beazt11123

ASTS is into feet

miss_L_fire

Why the dump on ASTS :(

Paul_Robert_

If ASTS 2x's today, I will quit my job

BigBCarreg

$ASTS to soar today!

AuthorAdamOConnell

That's actually kind of tough to answer. My last big buy was in the mid-60's a couple of months ago, I bought an additional 10K shares because I felt the stock had been overtly beaten up and had a lot of positive catalysts on the horizon. It turned out I was right as it went up to about $120, but then BO, the rocket ASTS sat was on, exploded. It wasn't just the loss of one sat though it affectivly altered their entire launch trajectory by a minimum of six months and more likely 12. I sold 9K of that 10K back the next day at about $105 I think. So, I kept a small amount of my new buy, but didn't want to risk much more after such a big change. Ultimately, I'm willing to 'let it ride,' and am cautiously optimistic that ASTS will be a big success in the coming years, but not enough to invest any more large chunks at current prices/outlook. If I had never invested in the stock I would consider making it maybe 2% - 4% of my port. As for sale prices. I had $500 in my head a couple of years ago. With the other developments I'm thinking maybe $600 now, but being realistic I'd at least sell a large chunk at $500. If things turn bearish I could see me dropping my overal price target to $250 - $300 (this is based on say a 2030 timeline).

Routine_Bat6675

ASTS still has moderate bullish sentiment, but attention is getting lower you better monitor the sentiment and make sure while you in position it looks good. https://www.sentimentick.com/app/ticker/ASTS Good luck!

Lost_Jellyfish_3574

Thinking about ASTS

Any_Possible3003

Surprisingly it’s a lot more nuanced than 2 seconds of braindead pondering. For anyone that’s interested, there’s a few things that separate them from SpaceX or other competitors. 1). It was built on first principles for broadband direct to cell phones. Large phased arrays to compensate for the tiny antenna on cell phones. Current iteration are 2,400 sq. Ft compared to Starlinks 6 sq ft. Antenna array. I think v2 may be around 25 sq ft? They need starship to began launching those though. 2). Spectrum, ASTS will have lowband/midband and C-band layers. Starlink may eventually attempt to service Lowband but they will need larger arrays. Lowband spectrum penetrates much better through trees/windows etc. it’s an important piece of the puzzle. 3). Spectrum and partnerships. They go hand in hand, ASTS was just awarded 1 billion USD by the Japanese government to develop their sovereign shell through a JV with Rakuten. ASTS has access to a significant amount of spectrum through its MNO partnerships that a competitor could not just go out and buy. 4). Countries all over the world have been pretty forthcoming that they do not want a foreign company having control over their countries data. ASTS is bent pipe and all traffic is routed through carrier MNO network, Starlink is regenerative and all data is routed through them. This is a non starter for most of the world, which is why ASTS was the only company to apply for J-LEO in Japan. 5). Starlink also is a direct competitor with MNO’s in home broadband and have publicly stated their intent for a standalone mobile network, even if countries were done giving Starlink their data…MNO’s won’t be fine handing over their customers to a new competitor on a silver platter. ASTS has the better, 1st principles tech, and business model for d2c, IMO.

Playful_Fun_9073

Celsius and Elf Beauty. Jeremy Lefebvre on YouTube got me into em. I am heavy into ASTS but am building a nicely sized CELH and ELF positions. I don’t marry any stock, I get my gains and then trim and set stop losses just in case they fall back down, which they often do. I like to be out before then. ASTS I am waiting until they build the constellation and monetize it and holding that bitch for a long long time for better or for worse.

PatrickWhelan

It's crazy people are saying ASTS all over this thread - they have 10 satellites in orbit. The whole D2D pitch is either (1) not going to be practical due to spectrum and regulatory hurdles OR (2) absolutely gonna get eaten by SpaceX (and maybe Amazon). They're gonna light money on fire producing Sats and paying out the nose for Launch, continue to fail to hit every date (like almost every other Space company) and enter a market that doesn't exist or has been rolled over by SpaceX. It's a greater fool play at a tenth the price they trade at today and people, let alone at its current insane valuation

DufflebagJoe

ASTS subreddit is claiming fair value is $2000 a share lol

Flexlex724

Spent the week out in GNP this week and thought it would be nice if you could get satellite service for weeks at a time just to get directions and hikes and shit. Then I was like oh yeah ASTS is gonna do exactly that. Totally see a market for this.

CRAZYJOEDAVOLA90

Starlink doesn’t exist in 160 countries with D2D broadband which the MNOs pushing for. Starlink with a dish exists but that’s not even ASTS market. Also those deals were long before USA and Musk betrayed their allies around the world which was a wake up call. There is a reason why there is a JV in USA, EU and soon Japan with ASTS. There is also a reason why T-Mobile haven’t renewed their exklusive contract with SpaceX which will run out in July (they will soon join ASTS). Is the only reason the better tech or is it something else? I think Starlink, ASTS and Amazon will all have their own cakes. The space is big for all 3. And even FCC wants that as well. But ASTS is in a good position if MNOs wants to survive and countries doesn’t want oligarchs to own them.

finebushlane

I'm just putting out the information that is publicly out there and also what I personally know about how these kinds of investments are done. "Strategics" investing in small companies as a bet is incredibly common (ask Claude about it). Companies like NVidia invest in fuck loads of smaller businesses even when they know most of them will go bankrupt or otherwise not exist in 10 years. They do it because it doesn't cost them much and it could be worth it for optionality or defensive reasons in the future. When you look at the amounts invested versus the size of the companies its a meaningless amount. Also, the Japanese government HAS NOT invested 1B into ASTS, you've read the deal wrong if you think that's what's happening. Here is what the deal is: It's a government subsidy to a Japanese project entity led by Rakuten, a domestic joint venture, not an equity investment in ASTS stock or balance sheet. ASTS only benefits indirectly. The joint venture will buy satellites/capacity from AST, but none of that money goes to ASTS as capital and it's also over three years. ALSO, the whole point of this deal was to reduce the dependency on Starlink. The only other tender for this government program was Starlink itself! So given the whole point of the program was to reduce the government dependency on Starlink, there was basically no option but to choose ASTS! Another side point, just because a government picked a provider which bid for a program has no relevence as to whether it ends up working. In fact, governments have an incredibly BAD track record when it comes to stuff like this. Japan is basically buying an OPTION on unproven communication sovereignty.

Allentw

They don’t need to invest cash to have vested interested. Like you said, it’s a hedge against spacex and spacex has the real potential to disrupt the telecommunications markets, meaning their existing business could go away without responding properly. These MNOs have stated they will use ASTS to supplement existing terrestrial coverage. You think they will look to sign up ASTS without doing their DD?

Critical-Future-1560

ASTS too the moon and beyond

Nice-Classic-6221

ASTS is undervalued

DrestinBlack

ASTS and RKLB Now. If only LUNR could remember the space race is on …

Prestigious_Suit_202

you guys ever heard of this little company called ASTS? 🤌🏻

finebushlane

For sure bro, it's going to be interesting to watch. I'm not a hater, but I do think ASTS is over-valued right now, so I wouldn't run it and buy a ton of stock. I think there are better companies to invest in which are safer at the moment. That said, if you want to gamble on ASTS, it could work out well... but it's definitely not some sure thing, that's for sure.

finebushlane

Look at the details of the deals and look at the actual revenue of ASTS, this is the big reveal. The "deals" are all structured as convertible notes, loans that turn into stock based on certain contingencies. None of these companies have given ASTS any money yet, look at their revenue! So Vodafone, Verizon have done these really small deals (compared to the size of Vodafone and Verizon, which are basically just defensible plays. I.e. If ASTS actually works, they will have rights to use it, but the actual amount of money at play is peanuts. Essentially these carriers are using ASTS as a defensive play against T-Mobile which has a deal with SpaceX. So T-Mobile can say, "We can serve all the US, even the random deserts and in the middle of a forest". Should ASTS pan out, it means Verizon and Vodafone etc, can say the same thing. If ASTS doesn't workout, it doesn't matter much as the agreements were only valid if the tech actually works and the amounts of money are tiny for these companies anyway. Anyway, the carriers have carefully avoided committing to buy capacity at scale before seeing it work. Which is exactly my point.

reupped

The bear case is execution and timeline as you're hinting at. ASTS has 5 sats in orbit targeting 20+ for continuous service, and they're dependent on launch partners (Blue Origin, SpaceX, ISRO) who all have their own schedules. At 2026 run-rate revenue of \~$20M and a $10 billion plus market cap, you're paying for 2029 numbers today. If they hit, the price moves in your favor. If a launch slips 12 months, the stock gets cut in half before the thesis changes.

winterrules91

89.60 is my average. I've had a fun ride with ASTS. First bought at 72 and sold at 98 (pre-blow-off). Then I bought back after the initial dip at 123 LOL. Averaged down since then to 89.60. I added way more aggressively after the Blue Origin disaster and ASTS re-affirming their launch guidance.