SpacBobby

20+ yrs Equity/Commodity Hedge Fund Trader | Come join us and beat the markets at:

[SpacBobby @SpacBobby]

@aleabitoreddit Ramen for the month of October

[SpacBobby @SpacBobby]

@BenJawanda It's incremental with every sat that goes up

[SpacBobby @SpacBobby]

$ASTS - Sentiment is driven usually by price. The story is just beginning with a major revenue ramp in the next 6-12 months.

AST SpaceMobile forecasts $1B in revenue with half coming from gov't in the first year of commercial service.

Macro sucks right now with a lot of rate sensitive names down more than 50% from their ATH's.

[Serenity @aleabitoreddit]

I don't own $ASTS and not advice, but if you're capitulating just because a stock price went down..

There's little investment thesis or conviction in the first place.

People always have multi-year ideas like $RKLB becoming the next $SPCX or AST becoming the next Starlink competitor.

Kinda reminiscent of retail favorite names like $HOOD back in 2024, or $NBIS later in 2025...

But there's always capitulation periods along the way like the time hedge funds shorted Nebius to $70 in Dec/Jan, after calling it the Neocloud winter.

Or the wave of negative analyst DGs on Robinhood on the drop back to $17.

Or even macro scares like April 2025.

So lot of retail investors never gave their original longs time to play out.

Fast forward, a lot of these popular retail names do end up cooking... so kinda sad seeing how quickly sentiment turns.

[SpacBobby @SpacBobby]

$SPCX - BofA raises SpaceX price target to $275 from $235 and maintains a buy rating

Q3 results beat the Street across metrics and the company "raised the ante on what's coming in 2027." Last quarter's $100B run-rate revenue guidance by end of 2026 is "not only on track, its approaching rapidly," says the analyst, who notes that the company now anticipates $33B-$37B of revenue in Q1 of 2027, well ahead of the roughly $22B consensus coming into the report.

[SpacBobby @SpacBobby]

@Only6inches Yess! 🙌

[SpacBobby @SpacBobby]

$ASTS - Clear Street's new updated SpaceX valuation by segment:

Connectivity: $1.2T
SI: $2.3T
Space: $111B

AST SpaceMobile's Current EV: $16B

We are still early!

[SpacBobby @SpacBobby]

@HeathMcf It’s been a tough market but beta service starts soon

[SpacBobby @SpacBobby]

@OperationATM Yes

[SpacBobby @SpacBobby]

@RocketLab Amazing work!

[SpacBobby @SpacBobby]

@CashFlowHunter Crazy…whatever sector is getting pounded. Algos lump AST in

[SpacBobby @SpacBobby]

$ASTS - I didn’t know AST SpaceMobile trades in the telco basket now…🤷‍♂️

[SpacBobby @SpacBobby]

@FondBangs

[SpacBobby @SpacBobby]

@CarlosGomehauc yup, groupthink lol

[SpacBobby @SpacBobby]

$SPCX - Who bought more SpaceX today?

I sure did...😎

SpaceX is trading at only a 23x P/E for CY28 growing EPS at 190% Y/Y.

Crazy cheap if they can hit finanical targets!

[SpacBobby @SpacBobby]

@BenJawanda Ya. it looks like it lol

[SpacBobby @SpacBobby]

$ASTS - Kinda crazy to see AST SpaceMobile trade under it's net asset value.

Current EV is around $16B...🤯

[SpacBobby @SpacBobby]

@DragonMaxGoku Beta service already starting regardless and will get better with every new BB that goes into orbit

[SpacBobby @SpacBobby]

$ASTS - I think we get launch date news for BB 14-16 on Falcon 9 any day now…👀

[SpacBobby @SpacBobby]

@zimman16 Space is hard

[SpacBobby @SpacBobby]

@endless_frank Yup usually launch date announced around 1 week before actual launch