$ASTS This post says it all. AST is taking over the telecom world. People talk about Tesla licensing software to other auto manufacturers and that was why it commanded a big multiple.
This is WAY bigger in that sense. AST will be the wholesaler of a unique satellite based service to nearly every major telecom company in the world.
This is bigger and more scalable than anything the stock market has ever seen before, with a margin profile that dwarfs nearly every mega cap company that exists today.
I’m all in and will remain that way for years to come.