One of $GOOG's @Google biggest investment is $ASTS @AST_SpaceMobile a company aims to deliver space based internet directly to your smartphone, unlike $SPCX @Starlink there is no need for a dish/power or cables. A batch of sattelites will join the constellation this week.
$SPCX $ASTS $RKLB
The reality is a lot of these “consultants” & hedge funds and VCs hate that retail ppl got wealthy off upstarts like $ASTS $RKLB.
The Gavin Bakers & Shaun McGuires & VC bros had inside opportunities to make money on SpaceX that the rest of us didn’t.
Fuck em!
$ASTS
The 200 daily moving average has been a great entry point for 2 years now
The 200 dma currently sits at $79
We might be getting an opportunity this week
$SPCX / $ASTS - New Street Research sees the BULL case for SpaceX could be $330 PT.
"We see space as a $6-20T TAM in 2040 – worth $3-10T today. This could be the upside case from our $2.3T base-case
The space opportunity is large and diversified and will play out over more than a decade.
With that in mind, we propose an alternative top-down approach to estimate the enterprise value the space opportunity could represent in 2040, and to
actualize it back to today.
Based on our low-end market growth assumptions, our $2.3T valuation assumes they win 75% of this market. If though the whole opportunity grows to our high-end estimate and SpaceX wins 50% share, it would imply a fair value of $330/ share."
So what if $ASTS wins just 5% of this $6-20T TAM by 2040?? That's $650B worth $325B today.
Long Space... Giga boolish AST! 😎
$ASTS Most people will see a rocket launch this week.
Investors see something much bigger.
AST SpaceMobile isn’t trying to build another satellite company. It’s trying to build a space-based cellular network that connects directly to ordinary smartphones—no special device, no satellite phone, just the phone already in your pocket.
That’s why this launch matters.
BlueBirds 8, 9, and 10 are the new Block 2 satellites, each carrying a massive 2,400-square-foot phased-array antenna—the largest commercial antennas ever deployed in low Earth orbit.
The real story isn’t the rocket. It’s execution.
If these satellites launch, deploy successfully, and begin operating as expected, ASTS takes another step from an ambitious idea to a real infrastructure business. Every successful mission reduces technology risk and increases confidence that the company can scale its network globally.
Launching three Block 2 satellites at once also shows manufacturing progress. It signals that ASTS is moving beyond prototypes and toward commercial deployment.
The long-term opportunity is enormous. Instead of building thousands of expensive cell towers, telecom companies could extend coverage through space, reaching rural areas, oceans, disaster zones, and places where traditional infrastructure doesn’t exist.
That’s why many long-term investors are watching this mission so closely.
It’s not just about putting three satellites into orbit.
It’s about proving that direct-to-cell connectivity is becoming reality—and that AST SpaceMobile could become a critical piece of the next generation of global communications infrastructure.