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$ASTS sentiment flipped bearish this week on sector noise, right as the biggest catalysts of Q2 are about to drop.
June 17: BlueBirds 8, 9, and 10 head to LEO to begin unlocking commercial space-based broadband.
Nearly 60 mobile network operators and 3B+ subscribers are waiting on this network architecture.
The long-term thesis hasn’t changed a bit.
Who is locked in for the live stream this week? 🛰️🔥
Hot take: Most people are completely misallocating their portfolios for the current market.
They are either 100% passive in index funds or 100% gambling on micro-caps.
The real sweet spot? Core positions in high-growth tech + selling options to generate cash flow to buy more of those exact shares.
What does your current portfolio split look like? Drop it below 👇
The space economy is quietly shifting from "speculative sci-fi" to a foundational infrastructure layer.
3 massive tailwinds to watch right now:
1⃣ Crushing Launch Costs: Starship and next-gen reusable rockets are driving the cost per kg to orbit down by orders of magnitude. Satellites that used to require nation-state budgets are now startup-accessible.
2⃣ The LEO Megaconstellation Race: Beyond global broadband, Low Earth Orbit is becoming the backbone for real-time Earth observation, climate tracking, and sovereign security networks. Direct-to-cell capability is the next frontier.
3⃣ In-Orbit Edge Computing: Moving data processing to space. Instead of beaming raw data down to Earth to process, satellites are analyzing data in orbit—drastically cutting latency for defense and critical infrastructure.
The 2020s belonged to software and AI orchestration. The 2030s will belong to the hardware that scales it into the orbital economy.
🚀 Where are you looking for the highest asymmetric upside in the space sector right now?
Thanks for the new follows guys. Ill make sure to keep providing good alpha!
Monday will be green as long as we get a signing today!! $ASTS $NBIS $IREN $RKLB $APLD $AAOI
$AAOI added at $162 today
$ASTS added at $92 today
$DGXX added at $5.98 today
$NBIS added at $211 today
$SPKL added at $11.76 today
$ASYS added at $20.22 today
What did you buy today?