$ASTS At the risk of stating the obvious the richest men in the world are not buying MSS spectrum for 10-20 billion just to white label it to legacy MNO’s. That is the short-medium term fairy tale story and I am wuite sure nobody serious is falling for that anymore.
They bought this to supercharge their LEO connectivity bundles via Prime and Starlink equivalent, directly competing with those same MNO’s long term and to power their own AI at the edge ambitions without middlemen
AST literally the white knight in shining armour here for MNO’s. Without it long term they risk being cut out of the rural customer. That’s why MNO’s will never give those two lowband spectrum. That’s like signing your own execution.
This market is so large and AST will be market leader with a market cap exceeding 250B in 5+ years.
When someone puts the majority of their portfolio into a single stock, it’s because they know that company inside and out. They’ve spent months/years studying the business.
If you copy that allocation without doing the same work, your conviction won’t match theirs. If the stock drops 50% in a month, they can hold because they understand the thesis. Someone who copied them will panic and doubt every decision, and they will likely sell. When the stock recovers, they miss it completely. This happens all the time because people match someone’s position size but not the research behind it.
This is why doing your own research matters. Research is what gives you the confidence to handle volatility, avoid emotional decisions, and stay focused when the market moves against you. Without that foundation you will second guess yourself, lose sleep, and break your plan at the worst possible moment.
World's largest commercial LEO spacecraft meets the world's largest cargo aircraft. En route to India.
Many more coming soon! Our next-gen launch campaign has officially started 🚀🚀🚀🚀🚀🚀
#ASTSpaceMobile#NextGenBlueBird#ConnectingtheUnconnected