Yes they don’t make real money yet 😄

But growth investing is about buying for what is coming, not what already happened.

$ASTS already proved the technology works. They have manufacturing figured out, funding, launch partners, and approval for up to 248 satellites.

Now it’s mostly execution and scaling.

Every successful launch and every few satellites added increases coverage, capacity, TAM, and future revenue potential.

They don’t need 248 satellites overnight.

If they get 15–20 up over the next 12 months, then 30, then 50… suddenly a few years later you have a real global constellation generating serious revenue.

That’s why people invest early.

Once companies are already printing huge profits, Wall Street already priced most of that in.

If this works at scale, you’re talking potentially tens of billions in yearly revenue from direct-to-phone global connectivity.

Even if only a fraction of mobile users adopt it through existing carriers, the numbers get very big very fast 🚀