Buzzberg Cup Bracket locked

u/F1CKEN

Reddit r/wallstreetbets
· tracked since May 2026
Calls
1
Win Rate
0.0%
Return
-32.5%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
No live winners yet
Worst Calls
ASTS long -32.5%
Most Mentioned
ASTS ×1
Recent Calls
ASTS long 1 month ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d
Average Return -32.5% Long Return -32.5% Short Return -
Average Return
7d -0.2%
30d -35.8%
90d
Result
Result
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Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 25
$105.86
-32.5%
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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u/F1CKEN has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: ASTS.