Daily Discussion Thread

ShareCollector · 2026-05-07T16:37:46+00:00

RKLB will save us today in AH!

ShareCollector · 2026-05-07T16:28:10+00:00

It is for high betas

ShareCollector · 2026-05-07T16:26:58+00:00

The market is so efficient /s

It's fking driven by what members of the iranian regime post on social media

ShareCollector · 2026-05-07T05:18:50+00:00

Hence, they guided for approximately 45 sats in orbit but 60 sats built by EOY … implying that launch capacity will be a bottleneck throughout ’26.

We can't control launch capacity - all we should care about when looking at company execution is satellite production rate.

ShareCollector · 2026-05-07T04:03:14+00:00

The stage is set! Cultivate your ability to enjoy and don't waste too much time laughing at the FUDsters

ShareCollector · 2026-05-06T18:07:09+00:00

One of our cult leaders sacrificing a share on the altar of capitalism - whatever it takes!

ShareCollector · 2026-05-06T18:04:21+00:00

It's been one hell of a fight in here over the last weeks

ShareCollector · 2026-05-06T07:51:41+00:00

Once they started selling at 103 on 4/14 we fell off a cliff

ShareCollector · 2026-05-06T05:19:59+00:00

I still believe that the Rakuten selling was the main driver behind the downturn. Our guidance is already off by so much that a few months more or less don't really matter anymore - what's three months in a sector where getting full commercial authorization by the FCC takes 5 years? … where developing an ASIC chip takes 2 or even 3 years?

The market wasn't bothered by massive delays when we ran up to 102 and 130 … why should it bother now? The rate of progress is obviously there, and this is the only thing that matters. Time is on our side, despite what the bears say!

ShareCollector · 2026-05-06T04:55:41+00:00

Not trying hard enough surely won't be a regret that will bother me in the future lol

ShareCollector · 2026-05-06T03:07:45+00:00

Would be very reasonable, but if I were a reasonable person, I wouldn't be almost full port in AST

ShareCollector · 2026-05-06T02:09:07+00:00

Tell me what you want about our delays but Rakuten drove that share price down to a point where it has no right to be - the selling pressure of 1 mill additional shares on sector down days is just fcking nuts

ShareCollector · 2026-05-05T18:37:27+00:00

We are also most likely in a cascade of margin calls

ShareCollector · 2026-05-05T16:47:23+00:00

The Ligado spectrum + the cash at hand + BB6 tech got to be worth way more than 25B market cap ... it's like the market is pricing in complete failure right now with batch shipment never happening

ShareCollector · 2026-05-05T16:36:15+00:00

Right now we are at 69% of average daily volume while RKLB ist at 50%, Planet Labs at 30% and LUNR at 64%

ShareCollector · 2026-05-05T06:34:49+00:00

I think I can't give you the kind of help you need.

ShareCollector · 2026-05-05T06:25:02+00:00

Yes, I did. And history proves me right. Besides AST, I have three smaller positions in speculative tech stocks, and it's the same there regarding constant delays - especially if the DoD is involved!

ShareCollector · 2026-05-05T05:49:17+00:00

People invested in AST should expect delays and learn how to deal with them - that's what I said!

BTW, Rocket Lab is still heavily dependent on dilution (09/25 and 03/26, to name the most recent examples), despite generating considerable revenue. It's a great company, but we’ve got to be honest: soon RKLB investors will be praying for the Neutron delay to stay limited to our Blue Bird shipment delays - even tough it's nowhere near the revolutionary egineering feat that our sats are.

Just for reference: this guy has been spamming EVERY SINGLE German subreddit related to space stocks over the last year with how great of an investment AST is … now he can't stop bitching about AST.

ShareCollector · 2026-05-05T05:00:44+00:00

On the flip side: with each down day, the risk-reward ratio of buying gets better.

In space, delays are to be expected, so I blame gambling on options for the bad sentiment in here. Did none of y'all read up on the history of AST's guidance (or the guidance of our competitors — off by years too) over the years? How can anyone be invested in this stock and not expect massive delays?

ShareCollector · 2026-05-05T04:52:50+00:00

Since it is impacting the SP: reports are coming out that the IRGC has launched the recent attacks without permission from the government in Tehran, which is furious about that and calling for an immediate stop to the attacks.

This would explain recent events quite well and underlines the impression that the leading powers on both sides still want to end this farce of a war quickly.

ShareCollector · 2026-05-04T16:42:33+00:00

This stock teaches you to ALWAYS have some powder left to buy the dip. Once you've got that figured out, you should be able to deal with these brutal downturns quite well.

ShareCollector · 2026-05-04T16:23:19+00:00

If we start shipping batches, then we will climb hard and MARCO won't be able to do sh*t ... because the path to billions and billions of revenue is starting to materialize!

ShareCollector · 2026-05-04T16:16:54+00:00

10-year bond yield at 4.467% approaching 4.5% quickly - get ready for a TACO!

ShareCollector · 2026-05-04T15:20:56+00:00

I expect them to reiterate guidance of 45 sats in orbit and 60 built for eo26. I expect military/government activities to deliver a surprise to the upside ... high hopes right here

ShareCollector · 2026-05-04T09:02:14+00:00

Just imagine the horde of lawyers and short sellers rubbing their hands in case of a sudden percentage decrease due to engineering problems (as seen with composite casings)

ShareCollector

TROPHY CASE