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PostsI don't think ASTS will break through 150 in a very short period of time (618).
The broader market has reached a high level and needs to consolidate. The main theme of AI needs to continue to prove the effectiveness of massive infrastructure investment. ASTS as an individual stock also needs to prove the sustainability of its network construction and commercialization.
BB8-10 uses second-generation large satellites. If successful, it can prove that the commercialization path story is sustainable. Falcon 9's historical success rate is 99%, so there's a high probability we don't need to worry.
Moreover, the three major operators also released news in May about establishing a joint venture to integrate satellite spectrum resources. The core purpose is to avoid monopolies that would reduce operators' bargaining power. Currently, they are at a disadvantage in the game with Starlink. Therefore, ASTS has a high probability of becoming a core partner.
For those looking to make a quick profit and run in the short term, especially those still holding 618, yesterday's opening provided an opportunity for a rollover or stop loss.
Looking back at the article I wrote, the market is brutal. My profits from this stock were completely given back due to the 618 incident because I didn't follow discipline. But if you track the fundamentals well, there's a high probability that this stock's common shares could deliver returns exceeding those of ordinary stocks.
[Personal Thoughts] The game after ASTS $90: Pricing logic after the 45-satellite network deployment, benchmarked against Starlink's IPO.
I. Preface: Logic Over Noise Two weeks ago, when the market panicked amidst post-earnings "noise," we decisively accumulated in the $70 range. Now the stock price has stabilized above $90, achieving a perfect bottom reversal. But this is just the beginning. With Musk's Starlink confirmed for an IPO next month, the valuation framework for the satellite communications sector is undergoing a fundamental shift. II. Moat: Why is the FCC authorization an important asset for ASTS? As a legal practitioner, I value its compliance premium more...
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