Reddit Posts
Can't buy SpaceX directly yet. Here's everything that moves with it.
stocks connected to SpaceX? For when the ipo drops?
🌨️ The “Snowstorm Basket” Isn’t One Sector. It’s Power + Data + Logistics + Water.
📡 When Roads Close and Towers Go Dark, This Is the Backup Layer
Is Low-Earth Orbit the next big economic frontier, and are we totally underestimating how fast it's arriving? Are you positioned for this?
To all the ASTS haters, you're going to lose money anywhere you go, even the ocean!
4/20 Yearly ASTS Update - Mixed bag or Future winner?
What stock under $10 are you most confident can reach $50 in 5 years?
[Yearly Update #2] $ASTS, mixed bag but ultimate winner?
AST Spacemobile ($ASTS) - A long-term, asymetrical bet
If Alien life was discovered today, where are you yolo'ing your entire life savings?
🚀👩🚀🛰 Space 2.0 Valuation Comparison 🛰👩🚀🚀
🚀👩🚀🛰 Space 2.0 Valuation Comparison 🛰👩🚀🚀
$GSAT $ASTS $IRDM $AAPL Thoughts on Kuo iPhone 13 LEO Connectivity Rumors
$GSAT $ASTS $IRDM $AAPL Thoughts on Kuo iPhone 13 LEO Connectivity Rumors
Signs of Life? Space Valuation Overview $ASTS $IRDM $NSH $SFTW $GNPK $SPFR $ASTR $SPCE $SRAC $VACQ
Pentagon UAP report supposed to be released by Friday - this may be when space companies start to take off - see MAXR, IRDM, SPCE
UFO report supposed to be released by Friday - MAXR, IRDM, SPCE will benefit
UFO report supposed to be released by Friday - MAXR, IRDM, SPCE will benefit
UFO report supposed to be released by Friday - MAXR, IRDM, SPCE will benefit
News about Iridium and Qualcomm’s MoU Agreement from yesterday $IRDM $QCOM 🚀
The Space Theme Could Dominate the Stock Market for Decades (AJRD, LMT, KULR, SPCE, BA, IRDM)
Is KULR Technology Group Inc (OTCMKTS:KULR) on a Path Toward ARKX Space ETF Inclusion After an Uplist? (TRMB, ARKX, LMT, IRDM)
IRDM spiked during after-hours following the deal signed with Qualcomm
IRDM - Iridium just spiked during after hours, following the exclusive agreement signed with Qualcomm
$IRDM — Iridium signed an exclusive agreement with Qualcomm to launch “ satellite-assisted” smartphones
IRDM Calls / Catalyst: The deal signed with Qualcomm to launch satellite-assisted smartphones
$IRDM — Iridium signed an exclusive agreement with Qualcomm
Thinking about frontrunning ARKX launch by buying calls on IRDM
Mentions
IRDM being up 22% in pre market is making me unbelievably horny
Biggest loser of the RKLB-IRDM deal? ASTS....aka Theranos 2.0
Is IRDM getting acquired tomorrow?
I put $20 in LUNR, pl, Rklb, be, Inod, IRDM, insw…..etc years ago
IRDM calls was the bet all along
Here is my Space watchlist if you wanna get in. It may or may not go green today * ASTS * IRDM * LUNR * PL * RDW * RKLB * VSAT
I bought at $26 along with IRDM and I am happy with the results. I just wish I bought more.
If you guys wanna buy the Space dip here are the tickers. If you make money just say ty * ASTS * IRDM * LUNR * PL * RDW * RKLB * VSAT
For shares: RKLB VSAT ASTS IRDM PL No opinion on options
Calls on VSAT and IRDM, then.
They have so far partnered with Global Star ($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 /
I laid 1/3 of one of my accounts into IRDM, a competitor.
Im narrating facts, all of the above happened. RKLB went from 3 to 90, IRDM just went from 28 to 40. I got a lot of money as a result. You don’t understand how any of this works so you project your insecurities on me. Every one of you guys keeps doing the same thing and talking shit. Yet I went from 14K to 80K to 300K to 800K to 1.3M to 2M. And every single time I got dudes like you telling me I had no idea bla-bla-bla. Save my name somewhere and come back in two years. That number will be up, most likely 5M€. Then, 10M€ etc… You keep your mentality, I keep making millions ok ?
>LUNR is speculative company based on lunar surface infrastructure. LUNR recently became the main manufacturer of satellite busses for LHX, IRDM, SATS, T/TPG (DirecTV), SIRI, and NOAA. They are also a significant guidance, propulsion, and navigation provider for LMT, B, GD, GY, Spectrum Astro, and NOC. This isn't even new news at this point. *Way* too many people are failing to understand the significance of the [Lanteris ](https://lanterisspace.com/about-us/history)and [KinetX ](https://www.kinetx.com/missions)acquisitions.
What was exactly that you did there? 1M on IRDM calls? For that 7%? 🫣 sorry, don’t know much about options
> Latest couple of posts included me being extra smooth and telling you about $IRDM rerating OP can claim whatever he wants. No one can verify if he posted anything.
IRDM was the play of the month. What's your next one? 👀
where is RKLB in all this? Wanna understand - satellite components companies, satellite makers, sending them off to orbits, and finally providing communication & intelligence services (where spectrum rights holders like IRDM come in). Does SpaceX does all of it or only a part? Little known player SATL is already doing much of these things too.
Has IRDM been talked about much in here? It's up over 100% ytd.
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.
Too late. IRDM or VSAT. The only other companies who hold global spectrum and likely to be acquired next.
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.
It's the spectrum stupid There are 3 companies who own global MSS spectrum, GSAT, IRDM, and VSAT.
Not quite under the radar. IRDM, SATL may qualify as lesser known, under the radar
Why would anyone invest in IRDM when it has $1.8 billion of debt on its balance sheet against only $97 million of cash and $300 million of FCF? YoY revenue growth went from 17.34% in 2022 to 4.93% in 2025 and has been trending downwards each year in-between. What’s stopping L3Harris or Northrop from buying its L-band spectrum (arguably IRDM’s most valuable asset) and locking up government connectivity?
Lol, the fox market... sneaky plays only. Gonna have to watch this $IRDM now.
What's going on with IRDM? I bought a few hundred shares back in January. Its up 50% ytd. Not get rich quick, but it's a great return compared to the big boys. I saw momentum for it on X, and decided why not. I didn't see much on WSB, except for posts like 7 years ago. Maybe the search isn't great.
IRDM is better play, much more value
I can't catch a break with earnings. IRDM down 7% on earnings
$IRDM is a sleeper but idk. word about it has been spreadiny. our community is so fkn horny about it
$GNRC Generac - southeast ice storm chaos swing trade $IRDM Iridium Communications - Greenland swing trade Thank you for your attention to this matter!
IRDM calls only space stock that hasnt doubled from its recent low
IRDM is the next space stock to break out buy long 20c
Current valuations on the darlings like of RKLB (P/S over 70 with no profits) or ASTS which has no revenue and always behind schedule are just not sustainable. They may There are some growing space companies that still have some reasonable valuations, some suggested MDA Space but it's Canadian. RDW and LUNR are still reasonable (in comparison) and growing fast into space and national security defense. There are some legacy satellites companies but they're all struggling one way or the other mostly because of Starlink, GSAT has a deal with Apple but they're already over-valued based on their prospects. IRDM and VSAT have good defense units, IRDM has very good FCF. VSAT has an activist investor trying to spin off the defense unit. There are others like VOYG and FLY but not very good management. SATS is turning into a holding company after they sold off their spectrum and now own like 3% of SpaceX. Of course you could wait for SpaceX IPO but it's ridiculously overvalued as well considering all the smaller companies eating away at their business.
You’re going to see a few players - spaceX and ASTS. You might see Amazon if they can get more spectrum. Likely see IRDM, GSAT taken out, VSAT spectrum might get sold and it’s A&D biz would be remainco
IRDM, GSAT, VSAT likely get taken out. SATS is indirect spacex equity
How's IRDM (iridium comm) at 15 PE, while ASTS trades at negative 110 PE? 😱 Please explain this!
Is $IRDM finally being bought out?
$IRDM, buying back shares @ 50 for hundreds of millions, pausing buybacks when stock hits 16. Nice going.
Look up into the night sky kid. See that? That's one of Iridium's $IRDM's satellites, burning investors' money with a bright blue flame.
I am happy\* to inform you that I have both $GLOB (-68% YTD) and $IRDM (-35% YTD) in my portfolio. It takes special skill to pick losers like that.
I'm eyeing IRDM currently, yes it can't compete with the ultra high frequency tech of ASTS and Starlink but it's literally the backbone of a lot of US military comms. It's priced so damn reasonably too, it has good cash flows, is doing buybacks/dividends, and many of the insiders are buying. Less of a growth stock but I reckon it's pretty deep value.
IRDM baby! 3 % div and just got added to small cap index shares and calls combo sell calls right before ex div on fri and buy back on monday
Value Plays: CMCSA | SONY | NVO | IRDM | SAN | MFG | ITUB | NU | OTC: NTDOY Nfa I just love these freakin stocks man. All about those net revenues right here. Also puts on SPYM as leverage.
$IRDM CEO and other Directors just bought a crap ton of shares! BUY! BUY! BUY!!!
$IRDM CEO and other Directors just bought a crap ton of shares! BUY! BUY! BUY!!!
SpaceX? Not Iridium? GSAT CEO says in talk with merge. IRDM CEO says they are looking for M&A during earnings call. Coincidence?
Thank you very much for this. I think globalstar (GSAT) are the satellite providers that Apple are investing in. I’m just looking into that now so I thought to share in case that’s helpful to others. Also, I think Garmin use iridium communication’s (IRDM) satellites.
What if I told you AST is the reason IRDM is dead?
What do people think of IRDM? Cheap to go in now?
May I interest you regards in IRDM, GSAT or ASTS? Spit that SATS and SPAX out.
IRDM is a terrible investment. ASTS or something else.
I’ve mainly got ASTS and am betting on it doing well in the medium/long term. I’ve just checked out IRDM and holy moly, the stock has taken a hit in the past year! It looks like the future guidance has not served them well. Anyone got further info into what’s causing them to tank that much?
IRDM still has its frequency allocation and will recover. The filth of Elong will wash away.
Why do ASTS and IRDM get their asses whooped by Elon Musk's deal with SATS but GSAT is unscathed? Anyone can explain?
AAPL bailed your ass out. Now do IRDM
# Top holdings Top 10 holdingsAS OF Jul-31-202564.44%of 32 totalSymbolCompany NamePercentage[KTOS](javascript:void(0))Kratos Defense & Security Solutions Inc10.23%[RKLB](javascript:void(0))Rocket Lab Corp9.37%[AVAV](javascript:void(0))AeroVironment Inc7.52%[IRDM](javascript:void(0))Iridium Communications Inc6.52%[ACHR](javascript:void(0))Archer Aviation Inc Class A6.16%[PLTR](javascript:void(0))Palantir Technologies Inc Ordinary Shares - Class A5.39%[LHX](javascript:void(0))L3Harris Technologies Inc5.03%[TER](javascript:void(0))Teradyne Inc5.02%[TRMB](javascript:void(0))Trimble Inc4.96%[JOBY](javascript:void(0))Joby Aviation Inc4.24%
insurance, airlines, cruise lines, shipping likely drop. construction (CAT, J), materials (VMC, MLM), emergency suppliers (IRDM, PL), satellite/data comms (MAXR), and prefab housing (Skyline Champion - SKY) could benefit. energy/logistics rerouting could boost LNG names (LNG, FLNG). trading disasters is risky and timing-dependent. sentiment moves fast, headlines faster. if you’re not early, you’re probably exit liquidity. set alerts on TradingView, use Twitter/X lists, or monitor Breaking News on Koyfin to stay ahead.
IRDM down 22%, is it a buy?
Short answer, no. Longer answer 🥭 national defense strategy. There sure as shit are better plays than ASTS for that though. Their satellite signal can’t even penetrate leafs 😂 Long RKLB, LHX, IRDM
Short JOBY, ACHR. Long TXT, FINMY. Short QS. Long ENS. Short ASTS. Long RKLB, LHX, and IRDM. Ngl, I’m getting fucked up this past week fam, but I ain’t hear no bell.
IRDM requires specialized software. It’s not even close to asts. They’d have to not only develop the tech but then put up an entire new constellation.
People are acting like ASTS is some revolutionary stonk. 5 satellites, no coverage, can’t even penetrate trees… shits useless. IRDM actually makes money. Nobody is going to switch from cell service to satellites, it’s a fringe use case scenario for bumblefuck rural and even then starlink is still better
Nah, IRDM because they actually have paying customers
IRDM will be out of business in a couple years bc of ASTS
The kinda scary part is that their competition, IRDM, is actually profitable already. ASTS seems like a moonshot compared to IRDM. But what do I know.
The point is that is your base number of power users. Let’s say it runs to 20x what IRDM has, you’re talking about 50M users or so at the high end, and you’re going to need to get $100/user/year out of those to get to $5B revenue. For context, Disney+ has about 53M subscribers in the US. Kids watching TV is about as mainstream as you can get in America, so ASTS is going to need to grow to the same size as a century-old media conglomerate whose grip on culture in the US is about as tight as any company which exists? The utility of parking your kids on the couch to watch Frozen for the 70th time is so much greater than theoretically having cell service on Kilimanjaro it almost defies description.
Hundreds of millions of dollars in projected revenue annually corresponds to about a $5B valuation. The use case you mentioned is virtually the only one where this product actually does drive real value, and by your own admission, is worth a maximum of hundreds of millions in top line. What are the other uses which are meaningful to cover the spread to the $18B or so valuation it is currently sporting? That’s why I brought up IRDM. Non-emergency users are a tiny fraction of the population that will pay actual money for this. Most people who are out in the wilderness are there explicitly to unplug. I don’t want cell service at the top of a mountain.
Anyone knows about IRDM (iridium comm)?
Just buy all the space telecom stocks (ASTS,GSAT,IRDM) there's literally no way you can lose. One of them will triple in price by 2028.
IRDM has been around awhile in space telecommunications.
Been adding shares and Jan 2026 LEAPs here for the past couple weeks. Market absolutely hates the stock and it seems priced for BK ($1.3B valuation) despite having ~$2B in cash, $1B revenue per quarter, and not being too overleveraged. Yes they've experienced some major technical setbacks, have taken time to integrate Inmarsat, and have had their lunch eaten in the residential broadband market by Starlink - but their mobility segment (now the primary focus) has a stickier & higher margin customer base that isn't going anywhere anytime soon. Management has guided for FCF generation in a few quarters, largely due to reduction in CapEx, but will have to verify whether they're on track in Wednesday's ER. Honestly think there might even be a buyback angle (see: $IRDM's program) They also have more opportunities for growth than one might expect. I like what they're doing in the D2D space (aka what Starlink D2C and $ASTS are doing, except VSAT uses MSS frequencies which don't require MNO partnerships). They're partnered with Skylo (which is already doing SOS on Google Pixel 9, and will do texting soon on some Verizon Android phones), just tested with BSNL in India, and founded the MSS Association for standards-based NTN. They have a lot of global coordinated L-band that can be put to use for this burgeoning market. Last but not least they have a partnership with $RKLB (my primary position) on a data relay demonstration for NASA CSP. I find it promising that they're willing to partner with innovative up-and-comers with vertically integrated satellite build & launch capabilities, and would like to see more of this as it'd be a win-win for my portfolio. Short-medium term PT is return to $20-30 levels. Space is a hot theme right now, $GSAT (another OG satellite operator, ticker one letter off) is up 70%+ in the last 2 days.
There is nothing like $ASTS on the public market. GSAT and IRDM are offer satellite connectivity but not 5G/broadband direct-to-unmodified device.
ENVX RDW IRDM Time to buy future tech while it’s still cheap
Why is no one on IRDM instead of ASTS
Ahh, I see. I was reading some of the previous contests towards you from other commenters asking how this could rival IRDM on your original DD post. Started reading some there; very valid points dude. I’d like to ask a couple questions then if you don’t mind, you’ve been studying this company for many years. So, was IRDM’s customer acquisition ‘solved’ by contract with Spectrum? Several points from outdated discussions highlighted similar future troubles for ASTS & other competitors. I’m assuming the contracts with AT&T, VZ & Voda provide ASTS with adequate capital to start spending heaving into Cap-Ex? Or rather, where do you think they should be shifting their spend within the business? See man, I mean, I am definitely an idiot! I wasn’t trying to come at $ASTS holders in an aggressive way. But now, you have peaked my interest! 
ASTS has contracts with ATT and VZ representing 70% of cell customers in the US and Vodaphone / Rakuten for the rest on top of however many MOUs. Read about IRDM and how their only challenge was customer acquisition and marketing. It’s solved. The rest is just math.
All those companies "failed" for the key problem that ASTS is trying to solve: they all need dedicated phones or instruments to operate and as a consequence they TAM is extremely low. This is true especially with GSAT and IRDM. IRDM revenue for all of 2019 was $500M. ASTS is already expected to have $130M/year with just 5 birds in the air and over $1.5B/year with just 25 cause their TAM is orders of magnitudes higher. This is not the 1st time we see this kind of exponential jump from a new tech iteration. People forget that when Blackberry solved the SMS scaling that's when subscription data plans became the centerpiece of cell phone companies (versus regular voice/text) which completely upended the industry and catapulted Blackberry to the forefront. The same will happen here.
Not even close to the same. IRDM/GSAT is to starlink what starlink is to ASTS.
You don’t think it’ll be the next GSAT or IRDM?
Thoughts on competition from IRDM? Iridium owns their wavelength for LEO satellites and airspace. I anticipate a starlink buyout tbh, probably why Elon wants that Tesla pay package to go through!
I like your style. Crwd, hpe, and wkme are companies I’ve been watching for a few months now. Couple others I like are IRDM, ERII, and CGNT. I’m waiting for HPQ to get above 40 to see if my calculations are correct. I’m thinking WKME will be around 10$ in 2 years. Good luck
I’m watching AST/SOFI/CCL/NEE/PYPL/ HOOD and IRDM
you already are full of yourself your IRDM thesis was wrong actually but you made money (got lucky). IRDM is complementary to starlink and will never compete. If youw ant to be smart just take most that money and lock it away in VOO (S&P 500) forever. I guarantee that will be better than anything else you come up with - never forget reversion to the mean.
When it says average move does that mean (take IRDM for example) the 9.2% average move is the stock's average move on previous earnings? Or how do these work?
Historically, satellite internet struggled to match the speed and reliability of cable or fiber connections, making it a less competitive option. However, this paradigm has shifted significantly with the advent of Starlink. Unlike traditional satellite services, Starlink offers high-speed and reliable internet connectivity, challenging the dominance of cable and fiber providers. Companies like IRDM, which have built their business models around serving areas underserved by fiber—such as rural and maritime regions—are finding themselves at a disadvantage due to this technological evolution. While Starlink's primary aim might not be to directly usurp businesses like IRDM, its superior speed and cost-effectiveness inadvertently position it as a formidable competitor. This shift underscores a broader trend of technological advancement where companies like IRDM become collateral damage. IRDM's predicament highlights the harsh realities of technological progress; they are an unfortunate bystander in the broader competition between satellite internet and traditional fiber providers. The satellite, as chosen by Elon Musk for Starlink, represents a new frontier in this competition, leaving companies like IRDM struggling to keep pace.
I have a small position in IRDM. Great company. I’ll have to check out AJRD and MAXR. I’m a bit skeptical of SPCE. Space X is the clear leader and I think they will continue to attract a lot of attention to the industry. I see them as the space company that is laying the internet cables in the ocean. Didn’t think to look into space X suppliers. Smart.