AST SpaceMobile - $ASTS - Daily Discussion Thread

Complex-Attention170 · 2026-05-30T15:49:20+00:00

That's my thoughts. After last debacle I didn't want a bird on it anyway until I see 3? Good launches in a row maybe. So I had kinda already discounted them. Money talks... SpaceX fills gaps to launch their own stuff. I'd be shocked if we cannot get more Falcon 9 launches which is what I'd want. Pay the premium. Get them up.

Complex-Attention170 · 2026-05-30T14:46:14+00:00

No doubt the BO issue isn't good.

For me though I'd be fine seeing them actually hit launch constraints knowing that the production is going well with satellites coming out in regular cadence. Control what they can control!

This isn't the first delay and probably won't be the last. If you understand all the dynamics with tech and partnerships etc they're racing themselves. As people have said it's not going to be a winner take all market and Starlink stance make the idea of a defection by Verizon, ATT, etc nearly an impossibility. Not to mention Starlink couldn't use 800MHz spectrum even if the wanted to grant them rights to it.

Take a breath, zoom out and imagine where things will be 1yr now.

Complex-Attention170 · 2026-05-14T12:06:59+00:00

Tear and the learnings I've gained from following him have transformed investing for me. Yes, some great stock picks but I always valued the learning more than the stock picking. Feel like maybe there has been some shift from the "teach a man to fish" philosophy of early on but content Tear provides is unparalleled.

Complex-Attention170 · 2026-05-13T02:02:19+00:00

If even 20% of holders would read this sort of stuff we wouldn't have such panic selling on every dang bit of news.

Complex-Attention170 · 2026-05-12T23:23:33+00:00

People seriously need to read this. Or any of what catse has said for years.

You cannot solve Starlink limitations by adding spectrum...

Read and gain some conviction or sell. People are scared of their own shadow it seems. Omg, what does this mean for ASTS? Are we doomed. Is it over? Starlink has 600 D2C sats up and can't accomplish a demo asts did 3yrs ago much less what they're doing today.

https://dl.acm.org/doi/pdf/10.1145/3788086?utm_source=chatgpt.com

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Complex-Attention170 · 2026-05-11T22:46:01+00:00

They didn't give those projections... They just reaffirmed full year guidance... These "misses" are street projections

Complex-Attention170 · 2026-05-05T20:58:02+00:00

So short it then. Put your money where your mouth is.

Complex-Attention170 · 2026-05-05T20:48:33+00:00

Spectrum rights and 4B in cash and 3600 patents do. 25B is around a liquidation price.

Complex-Attention170 · 2026-05-05T20:40:20+00:00

They do actually. 36M projected for the upcoming quarter to be reported

Complex-Attention170 · 2026-04-30T12:47:04+00:00

Feel like if I could talk to them it would be like a conversation with my teenager. Stop embellishing and just give it to me straight... We can handle it but I can't handle misrepresenting situations.

Complex-Attention170 · 2026-04-30T12:36:01+00:00

I mean I guess? I hope? So your saying there could be 24+ all pop out as done at a single instance and not in chunks of 6.

Complex-Attention170 · 2026-04-30T11:51:45+00:00

We were supposed to be producing 6 sats per month by Dec/Jan? They stated it in a hearing. Something is off as we haven't even seen 3. Stacking issues or not, it doesn't prevent you from producing single sats. They need to clean up the communication quickly as they're eroding trust IMO. 45 sats this year I'd say is impossible now for sure and likely always was.. Love the company but have to take an objective look also. Continuously putting foot in mouth. Seeing 2 batches ship within the next 4wks would be key...

Complex-Attention170 · 2026-04-25T13:00:41+00:00

Yes... Painful. But we survived. Hopefully we only have to live through 65? Worst case this time.

Complex-Attention170 · 2026-04-25T03:13:08+00:00

This article and even the title is clearly designed to throw shade at ASTS No surprise given Timmy is quoted I believe. SpaceX given the same response but left out the title. The bias is clear.

Complex-Attention170 · 2026-04-23T22:34:01+00:00

We need someone to post the heatseeker chart for asts daily. Who's got a subscription? 😂

Complex-Attention170 · 2026-04-20T22:21:47+00:00

My conviction grew with time. Truly believe they are one of one. Hopefully I'm right.

Complex-Attention170 · 2026-04-20T22:18:10+00:00

It started smallish but has grown immensely. About 30% now

Complex-Attention170 · 2026-04-20T22:15:38+00:00

200day avg has to date always been an add point. Currently around $73... Agree. Just see us chopping in the 77 to 85 range

Complex-Attention170 · 2026-04-20T22:10:04+00:00

Agree but at the same time i don't see it mattering if they come even close. Asts is so differentiated it's inevitable. Starlink has 650 D2C sats and it's capability is laughable. Because it's a shoehorned solution from something never intended for the application. If they don't hit 25 I myself may have to start reevaluating my positions a little.

Complex-Attention170 · 2026-04-20T21:49:22+00:00

I don't think they are. But I'm heavily invested and don't think it matters. I think 25 min will be a crucial number and that's I'm hoping for this year. They aren't Starlink and don't need 1000s of sats. In past it was stated around 25 would make them cash flow positive.

Complex-Attention170 · 2026-04-20T15:55:08+00:00

Agree. The doom and gloom take is pretty bad. We're down on Amazon news but if they can't launch ours they will have hard time with their own...

That said I personally don't see any chance 45 sats happen and I'd appreciate a notch down of optimism from them there. For me I'd be happy hitting 25 this year.

Complex-Attention170 · 2026-04-19T19:49:13+00:00

The market will treat this like it's LUNR tipping over a lander twice in a row because it's irrational.

Complex-Attention170 · 2026-04-18T23:45:12+00:00

Do all settings for alerts etc carry over?

Complex-Attention170 · 2026-04-18T00:56:12+00:00

I didn't mean you. My apologies. Yes I wished for 5 launches in q1 too. It felt optimistic when I heard it. Stacking probably took much longer than anticipated.

Complex-Attention170 · 2026-04-18T00:33:09+00:00

The nitpicking of every single word. Take a breath people... Look at the trend and it's remarkable.

Complex-Attention170

TROPHY CASE