GSAT

Zindel1

GSAT is my small investment that I've kept an eye on. Started with apple investing in the company and now Amazon is jumping in. I don't own enough to retire on even if it goes big but it's one of my few small picks. Second one is UNRG because gas/oil and they are just starting to grow.

KrustyLemon

Bought GOOG due to demis hasabis. Bought ASTS due to the tech. Bought RKLB because every billionaire was making rocket companies. Bought SMH due to chip shortage during pandemic as it was identified to be a bottleneck. Bought MU due to reddit DD when it was $90. Bought GSAT due to apple rumours. I buy VGT weekly due to technology always moving forward.

cuchiplancheo

> AMZN will prevail long term They just bought GSAT... so, they're onto something. SPCX has been wanting GSATs spectrum for a while now... and AMZN just snagged it.

one-won-juan

Amazon was already “in the space” since 2024 and has always had the stance “we’ll let you know our plans in 2028 after wrc27” dunno what they’re gonna do with narrow GSAT spectrum SpaceX ceo just made their rivalry against US MNOs official in Monday so it’s ASTS + US MNOs against Starlink I wonder who has odds

Careful_Economist352

Yes, there is competition. Although the competition is big, The Reason WHY we know it's good because It was HAND PICKED buy globalstar. GSAT had tested many chips form other comapnies but still chose GCTS for their connection.

succesful_car_69

I strongly think that “major satellite customer” is AMAZON LEO because Amazon recently bought GSAT (Global Star) for $11.5 Billion and GSAT heavily uses all GCTS chipsets…Amazon needs 5G NTN and licenses for their LEO satellites to compete with SpaceX satellites race….

succesful_car_69

There are some active rumors about Amazon buying out GCTS as Amazon recently bought out GSAT (Global Star) for $11Billion. GSAT started using GCTS 5G NTN chips and more going forward so it wud be effective if GCTS is a part of Amazon in terms of procurement of products for Amazon’s LEO satellites to compete with SpaceX satellites…Amazon might buy out at 800 million - $1 Billion valuation sometime in Q4 2026 / Q1 2027 as Amazon is now evaluating GCTS products and their use case line up. If Amazon buys out then SP might be at $10 for sure…..All up in the air…

succesful_car_69

They have so far partnered with Global Star ($GSAT) which was bought by Amazon for $11 Billion recently, partner with Iridium ($IRDM), selling to GOGO for in flight satellite networks and other satellite and IOT and NTN satellite infra device companies. They are not disclosing one new partner which they gave a simple clue that is a major satellite company (some best guessed companies are: Rocketlab / ASTS / Planet lab / SpaceX /

aburr1894

What is GSAT

abujagoddess

I think $GSAT breakout is possible. Hoping for $95

basegtakes

The theory is they make the 5G chips in GSAT satelites, who amazon just bought out for amazon leo (basically starlink)

basegtakes

GCTS situation is crazy, they make the chip for GSAT who Amazon recently bought out for their satellites... Surprised I see no mentions here after the breakout

Practical-Art-3051

TQQQ -> Rklb -> GSAT -> NBIS -> Big loss on Oil play -> currently 100% in MSFU after Microsoft dropped on earnings. Will hold for 6 months.

reeeeso

GSAT has always been the move

abujagoddess

GSAT (GlobalStar) earnings also on April 30

PresentationReady873

Dude I listened to the CEO speech (haven’t listened to the Q&A yet). The chipmaker angle is super bullish ! There’s real room for growth there. But he definitely kills the acquisitions rumours !! He literately said “we’re aware of Amazon GSAT but we’re fully focused on growing our 4 core businesses”. Like wtf was that I don’t even know what to think about it. The business looks super solid but the thesis was revolving around some spectrum deals !

LinkinFaker

Nothing burger. But in Q&A, analysts asked suggestive questions regarding GSAT acquisition. But CEO was vague and did not directly comment.

pineapplekiwipen

blue origin "accidentally" trashing a satellite of an AMZN (via GSAT) competitor 🤡🤡🤡🤡🤡🤡 this is actually straight up bullish for RKLB

Practical-Art-3051

I wish I could share a screenshot shot. This is 100% serious and I love this community. I made a bunch of money off TQQQ at the bottom of COVID and doubled it in GSAT and NBIS. Just makes wild trades trying to feel alive these days

Practical-Art-3051

I did this 5 times in the last 18 months lol. TQQQ, RKLB, ASTS, GSAT, NBIS. Made a lot of money but took a $400k loss on the VCX fund lol.

Paul_Robert_

That combined with the GSAT acquisition by Amazon, was a double whammy 😔

No_Celery5992

Blue Origin failing to launch ASTS's sat into orbit straight after buying GSAT is a little too convenient. Maybe ASTS declined to get in bed with Bezos.

teh_herper

Probably dumping 2-3 days I think it dumped for 2 days after that GSAT thing last week

Tasty_Cry_3844

GSAT is launching via SpaceX and it's been a huge concern the whole time. 

Harp-Note

Amazon doing that GSAT deal, and now the blue origin failure. ASTS holders must be really angry lol.

z00o0omb11i1ies

Yes Amazon literally bought GSAT this week, tanking ASTS TWICE this week you can't make this up

jc425j

$GSAT

Paul_Robert_

Amazon bought their competitor, GSAT, and today's launch put the satellite on too low of an orbit, so it will be de-orbited.

Either-Antelope-4330

Been in the market for years. ASTS and GSAT are my two best performers all time.

Sad-Literature-5341

So Amazon buys GSAT, then "Amazon" launches GSAT's competition ASTS into the wrong orbit. Sounds like sabotage to me.

STONKLEAPS

Apparently ATEX is the one for data over air, I could see space x buying this to compete with amazon's GSAT

PlayerPlayer69

Selling covered calls on GSAT is literally free money right now. $1.15 stock right now with 0.5 calls expiring tomorrow at $1.10 breakeven, 1300% IV, $60 a contract. If GSAT doesn’t belly flop 40% by tomorrow then that’s free premium.

Loose_Condition1746

https://preview.redd.it/0ynidi5a2hvg1.jpeg?width=1179&format=pjpg&auto=webp&s=02b59382af9a60fcf283fd9a03eb090b3a0e25a5 I despise amzn with all my heart, they come out with some BS news that they’re buying GSAT and that causes ASTS to fall by 10% in one day while the entire broader market is rallying. Has to be rigged.

semeesee

i bought an 85c for may. that went from .95 to .14 while GSAT basically traded flat. IV crush is crazy.

STONKLEAPS

GSAT is free money.

iMakeGOODinvestmemts

The Case for $AMZN at $250 - Arguably still the best buy in the Market Today. 1. The Fundamental Growth Disconnect The stock price has not caught up to the company’s internal performance over the last 5 years: • Price Lag: The stock has gained a meager \~8% CAGR the past 5 years. • Revenue & Cash Flow: Both have DOUBLED in that same window. • EPS Explosion: Earnings per share have skyrocketed by 600%. 2. Silicon & AI Dominance: The Hidden Chip Giant Amazon is no longer just a buyer of AI chips, they are effectively the second-largest semiconductor power in the world. • The $20B Run Rate: Amazon’s custom silicon (Trainium, Graviton, Nitro) has officially surpassed a $20 billion annual revenue run rate, growing at triple-digit percentages. To put that into perspective, Amazon’s internal chip business is already larger than AMD’s entire Data Center segment ($16.6B in 2025). • Trainium Success: The latest Trainium3 chips are already "fully subscribed," with partners like Anthropic using them to train next-gen models at a 30-40% better price-performance than Nvidia. 3. The Hidden Ad Juggernaut Amazon’s advertising business is now a global powerhouse that often flies under the radar: • Scale: It generates almost 2x the ad revenue of TikTok. • Growth: It is currently growing faster than $META. • Margins: This is a high-margin cash machine that offsets the costs of retail expansion and funds the $200B Capex for AI infrastructure. 4. Infrastructure & Future Assets Amazon is securing the pipes of the future economy: • AWS Re-acceleration: AWS’s AI-specific revenue run rate has hit $15 billion in Q1 2026, proving they are monetizing the AI boom faster than most anticipated. • Connectivity: With the acquisition of $GSAT spectrum and the scaling of Project Kuiper (LEO satellites), Amazon is securing the infrastructure to connect and serve the next billion users globally. • Robotics: As the world’s leading robotic manufacturer, Amazon is driving massive margin expansion in its retail segment through total warehouse automation. Online Retail is Amazon’s largest revenue segment and even small increases in operating margins will result in hundreds of millions dropping straight to the bottom line. 5. Valuation: The Simple Math When you look at historical multiples, $250 is a discount: • Current Multiples: Trading at roughly 30x forward earnings. • Historical Averages: The 5-year average P/E is 48x, and the 10-year average is 60x+. • Price Target: Applying even the conservative 5-year average multiple to forward earnings makes $300 a floor, with a clear path toward $400+ Bottom Line: You are buying the world's most dominant ecosystem, Silicon and a massively scaling chip business, Cloud, Ads, Satellites, AI, Robotics, and Logistics, at a valuation well below its historical norm.

Gajax

Wow, congrats GSAT boys.

Ok_Wealth_3433

I just can’t see it going that low imo. This GSAT news is a complete overreaction, ASTS still has the superior tech, and by a long shot. $75 is where I’ll add to my position

peopeopeopeo10

GSAT was the move...

iliveasimplelife

yeah probably because of Amazon & GSAT deal

my_garagegym_name

I will not paperhand QBTS like I did HOOD, VRT, GSAT and GOOG.

SaltyPlantain1503

GSAT will never beat Asts…. Stupid Wall Street non tech cucks.

ajw827

My ASTS is sinking more than my GSAT is rising, so this sucks.

Paul_Robert_

I think it's because of the news that Amazon bought GSAT

BiggieMoe01

ASTS because AMZN buying GSAT. As of right now ASTS had no competition for D2D. Competition is healthy.

jerome-yellen

I'm long KODK and GSAT, balls deep

Paul_Robert_

Daddy Bezos bought GSAT 😞

Dstein99

2 reasons. 1. The deal needs to pass regulatory approval, if the government wins in court that this is anti-trust the deal breaks down, GSAT price was $73 this morning so the price would likely drop if the deal is overruled. 2. If it takes a year for the deal to close why would you pay $90 today to get $90 in a year when you can buy a 1 year treasury bill and get 4% interest.

STONKLEAPS

Expect a Space X/ Amazon bidding war on GSAT

UgliFruit_Carter

Looks like GSAT is about to make a run for a higher price.

STONKLEAPS

GSAT yolo

crazyfool319

AMZN bought GSAT at 8 AM but for some reason $ASTS decided to die at 9:30 AM

RED-DOT-MAN

Amazon bought GSAT

Ok_Association8194

NASA is an ETF that has like 5% allocation of their assets in GSAT

jun7kr

GSAT news.

AnEyeElation

Some regard on WSB discord told me about GSAT over a year ago and I've bought 100 shares avaeraged at $20.20 and im up like almost 300%. Been one of my best stocks and proof that options are for degens and shares are for people that want to build wealth. Its only about a $6k gain but it has been a fun ride. Thank you to whomever that was :)

Sad-Literature-5341

Sucks to be in ASTS when Amazon is buying GSAT. 

Diamondhands4dagainz

GSAT bought for $90 a share by AMZN lol

bidahtibull

AMZN to buy GSAT at $90 per share.

Fun-Heron-8123

Am I a moron can someone explain why GSAT isn’t free money here

captainri66

AMZN is acquiring GSAT to compete with Starlink. GSAT is one of 3 companies who own global MSS spectrum, the other 2 are IRDM and VSAT. Those are the plays now.

DoubleFamous5751

Think GSAT has better spectrum

captainri66

There are only 3 companies who own global MSS (Mobile Satellite Services) Spectrum, GSAT, IRDM, and VSAT. He who owns the spectrum, owns the (global) market.

cow_grass

We buying GSAT calls today?

Blackhole_sun81

GSAT is the play!!! 

captainri66

It's the spectrum stupid There are 3 companies who own global MSS spectrum, GSAT, IRDM, and VSAT.

jerome-yellen

Anyone else buying GSAT here?

Interesting_Car1306

MSTR, LCID, GSAT, and maybe a lil bit of VYX to spice things up 😜

Turnsgreene

Amazon is about to buy GSAT

Gajax

Holy GSAT! Space is back on the menu!

Routine-Agent-160

GSAT news. This is going to run for days.

iMakeGOODinvestmemts

𝐉𝐔𝐒𝐓 𝐈𝐍: Amazon (AMZN) Said To Near Globalstar Deal In Push To Rival Starlink - Bloomberg - [$AMZN](https://x.com/search?q=%24AMZN&src=cashtag_click) [$GSAT](https://x.com/search?q=%24GSAT&src=cashtag_click)

iMakeGOODinvestmemts

𝐉𝐔𝐒𝐓 𝐈𝐍: Amazon (AMZN) Said To Near Globalstar Deal In Push To Rival Starlink - Bloomberg - [$AMZN](https://x.com/search?q=%24AMZN&src=cashtag_click) [$GSAT](https://x.com/search?q=%24GSAT&src=cashtag_click)

iMakeGOODinvestmemts

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Amazon (AMZN) Said To Near Globalstar Deal In Push To Rival Starlink - Bloomberg - $AMZN $GSAT

ballmode

GSAT. Wowsa

ForAfeeNotforfree

Director comp at legit companies, like GSAT for instance, is like 50k in cash and then more in options and RSUs. So if the company is a shit company, the equity component will be worth very little and the cash comp is likely pretty low, from an absolute perspective. Not sure the 200k or 300k to buy yourself a board seat will be a good investment. But a very interesting idea.

LilacGame234

GSAT puts... you'll see, you'll all see!

EyeSea7923

At least GSAT is pumping. There is always a bullish stock somewhere.

usobeta1000

AMZN trying to buy Globalstar (GSAT) is classic vertical integration. Own the pipes, bundle it with Prime/Kuiper, and squeeze

KrustyLemon

GSAT being looked at being acquired by Amazon. Space internet getting fierce....still early!

bidahtibull

Why is my GSAT up 20% today.

Ok_Wealth_3433

What’s the GSAT news

StrawberryOk8459

Im all in data center infrastructure and energy. NBIS, CRWV, AVGO, SNDK, WDC, MU, POET, ASTS,GSAT, well I have allot that are the future. I also have BE and AMP.

Ok_Wealth_3433

Can’t wait for GSAT to come plummeting back down

Adventurous_Day9254

Calls on GSAT....

ballmode

Puts on GSHIT, I mean GSAT

Planetismal

GSAT it’s still a penny stock don’t let the recent reverse split fool you

Bannedwith1milKarma

Dammit, my GSAT will be taken down with it.

RanDumbPlay

GSAT.

Bits_Please101

Wait don’t they have 70% stake in GSAT which does the same thing?

Aggressive_Vast8396

Ouch looking at trend line: Like I said this stock has trended up with slight drops steadily since may of 2024. I mean it goes up, it valleys quick, steadies for a sec, valleys a little bit more, then begins another big climb. Just hope that this is one of the few times that it was valley, followed by immediate climb. Luckily the last one was the smallest drop and quickest back to climbing, so hopefully more of the same. In my book this is a long term buy and hold stock, like any non ubiquitous tech stock. That’s why I’m in on it and GSAT for long plays. One or the other likely capitalizes and I lose on the loser, but hopefully the winner wins bigger. I haven’t started options yet, but when I do I’ll probably just play things like SPY, Historical performance untethered from individual corporate performance, whose values are mostly just gambling. Easier to spot where the house is going to run out a bunch of gamblers and sit in the winning spot. It’s what I used to do on the blackjack table. Spot the mark, or get out of the game. If I couldn’t see who yer loser was going to be, then it was going to be me. Usually easy to see the bad players who were going to feed the house, giving you the latitude to take incremental small wins

KinklyGirl143

OPTT, hoping it goes on sale tomorrow so I can jump back in. I did well with GSAT, in at $1.83 pre reverse split. ABCL has done well for me, they have a nice cash runway and they are in a phase 2 drug trial. Price is down right now, I’ll add some shares if it falls a bit more.

BreadCoLLC

Considering a LEAP Put on Globalstar (GSAT) Business Description: Founded in 1991, Satellite Communication Infrastructure provider, providing service to mobile wireless devices (cell phones). Low-Earth Orbit (LEO) player, with a lot of time in the space....per Chat GPT -- Globalstar is a satellite communications company focused on low-earth orbit (LEO) connectivity for voice, data, IoT, and asset tracking. It’s one of the older LEO players, but its relevance jumped materially in recent years due to a very specific — and very valuable — partnership. Leading Indicators: * P/S > 30x * F P/E >7,000 * EPS this year = 106.38% * ROA / ROE / ROIC = -3.07% / -12.45% / -6.39% * Profit Margin = -22% Industry Notes * Extremely Capex heavy * Customer Concentration to AAPL * Long time player, IPO'd in 1995 * Fiber Build outs have been preferred and more reliable Thesis: This growth is heavily event driven as (i) they received equity investment from AAPL amounting to \~20%; (ii) and increase in acquisition speculation from Spacex. Apple has been a customer to GSAT since 2022 (from my brief research). My understanding is that this equity stake was a way to keep GSAT alive so that Apple could continue to maintain their emergency services on their iPhones for devices that were out of cell-coverage. Apple isnt a full guarantee, but there should be some consideration to their investment and willingness to let GSAT fail. SpaceX acquisition seems like pure speculation. The acquisition makes sense from a Starlink integration as both GSAT and Starlink operate LEO. However, this would not be an asset acquisition, it would be either (i) a defensive play for Starlink out of fears that Apple would be acquiring their way into sat-telco, (ii) or customer acquisition play...which would be very expensive. ASTS is a new player with a lot of forward momentum. In my experience, the legacy telco players (of any time) struggle to pivot their business models. Lastly, GSAT growth is going to be very capital hungry for growth (researching now to verify). I do not think their is a strong debt market for them to tap into, and Apple Equity can only go so far. Capex can quickly yield negative returns on a failed launch, and for a company with this much experience, the markets would be less forgiving of an event.

Confident_Bee1447

Any positive / negative on GSAT?

3381024

I cant talk about others, but I saw ASTS posts and I saw it take off. I work in tech, and i simultaneously saw my customers talking about Satellite Networking. I saw Starlink turn off service for Ukraine during missions. I saw Planet Labs imagery being used for post-war assessment in Pakistan-India war. I saw Apple strike a deal with gsat. All these point to future potential of Space based civillian and military pplications. So I steadily built a (small) portfolio of sspace stocks (RKLB @ 6.66, PL@ 4.5, MAXQF @ 2cents, SIDU, GSAT, SATL). Almost everything paid off. I took some principal out from space stocks and letting the rest run. I'm not selling the RKLB, PL, MAXQF i have left for the foreseeable future.

Burger_Gouger

I remember when some retards in here thought GSAT would be better than ASTS. How’s them bags?

PapaCharlie9

> GSAT1 = 0.07 GSAT. Which I believe refers to the deliverable strike. No, that's not about the strike. That's about moneyness, or how to determine if the call expires ITM or not. At expiration, take the share price of GSAT and multiply by 0.07. The resulting dollar amount is compared against your strike. If it is at least .01 over the strike, the call is ITM, otherwise it is OTM. So if the GSAT expiration price is $15.00, 0.07 x 15 = 1.05. Compare that to the $2 strike and it is under, which means the call would be OTM. While 2/0.07 compared to GSAT is equivalent to 2 compared to 0.07 x GSAT, it's more confusing to think of it as "the strike is changing". The strike is not changing. I'm disappointed that the customer service rep you talked to led you down this more confusing way of thinking about it, even though it is mathematically equivalent.

lleytonsteinmann

Thank you for your response. Yes, they are still $2 calls, but the memo provides a price adjustment with the formula GSAT1 = 0.07 GSAT. Which I believe refers to the deliverable strike. Thus, when I deliver a share, that share will be worth $2 / 0.07 =$28.57. I confirmed this with my broker, who said if the calls expire itm, that will be the new strike. I don’t have fractional shares in my account. My share count pre-split was nicely divisible by 15. However, now roughly 5% of my contracts are uncovered because the sum of my contracts represents a share total that exceeds what I own. Even though I was covered pre-split. My solutions are to buy enough shares or buy back enough contracts to cover. Either way, I am having to put in money to receive the same return on my contracts. What you described on bookkeeping makes sense, since GSAT cannot be distributed in fractional shares. And the proceeds should reflect 6.6667 shares per contract rather than 7. But this would not be true if I really am receiving $28.57 per share. Thank you again for replying and I agree with your moral of the story! This was a good lesson

bruhhkgyvr

Worst is behind it. The chart is not for the faint of heart, but can’t deny the fact that it has the strongest fundamentals out of all the space stocks out there. TSAT is a no brainer buy at sub cad30. It’s hard to see a catalyst for it to break 37. I prefer MDA, ASTS, RKLB, over the likes of TSAT, GSAT, SATS. Nevertheless, the SpaceX IPO will lift space stocks this year along with the further emphasis on defense spending! GLTA!

Double-Dot-7690

I own VSAT and GSAT. Apple owns 20-% of GSaT