u/BiggieMoe01

SpaceX filed a letter with the FCC that the author perceives as an aggressive and "desperate" attack on ASTS's "americanism." This action from a major competitor like SpaceX implies they view ASTS as a serious threat. This external validation from a rival is a strong bullish signal, suggesting ASTS's technology and market position are stronger than perceived. The author believes SpaceX's perceived desperation is a clear indicator of ASTS's potential for success, making it an extremely bullish investment. The author explicitly states they have a position. SpaceX, a much larger and better-funded company, could use its influence and resources to stifle ASTS through regulatory, legal, or competitive means. The letter could be a sign of strength, not weakness. ASTS also faces significant execution risk in deploying its satellite constellation.