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u/F1CKEN
Reddit r/wallstreetbets
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Тикер
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Упоминания
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Цена колла
P&L
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Лонг
25 мая
$105.86
-30.0%
SpaceX S-1 shows Starlink has 63% EBITDA margins and a $740B TAM; ASTS is named as a direct competitor by SpaceX. As SpaceX IPO nears, investors will re-rate public space plays, and ASTS offers a pure-play with superior US spectrum (valued at ~half current market cap) and government/defense revenue catalysts. Buy and hold ASTS as the premier public space connectivity stock; multiple catalysts (constellation ramp, telco JV, Big Tech interest) support higher valuation. Execution delays in satellite launches, regulatory reversals, competition from Starlink D2D, or a broader market downturn ahead of SpaceX IPO.
SpaceX S-1 shows Starlink has 63% EBITDA margins and a $740B TAM; ASTS is named as a direct competitor by SpaceX. As SpaceX IPO nears, investors will re-rate public space plays, and ASTS offers a pure-play with superior US spectrum (valued at ~half current market cap) and government/defense revenue catalysts. Buy and hold ASTS as the premier public space connectivity stock; multiple catalysts (constellation ramp, telco JV, Big Tech interest) support higher valuation. Execution delays in satellite launches, regulatory reversals, competition from Starlink D2D, or a broader market downturn ahead of SpaceX IPO.
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У u/F1CKEN на Buzzberg отслеживается 1 торговых идей по 1 тикерам с мая 2026. Чаще всего покрывает: ASTS.
