u/Impossible_Coursee

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
0.0%
return
-36.1%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 0%
Average Return -36.1% Long Return -36.1% Short Return -
Average Return
7d +14.5%
30d +4.0%
90d -3.4%
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Source
Long
Jan 10
$98.23
-36.1%
ASTS undervalued pure-play Direct-to-Cell with near-zero marginal costs.
The author argues AST SpaceMobile is the 'Nvidia of Telecom' because its BlueBird satellite deployments will reach the 45–60 satellites needed for continuous US coverage, shifting from science project to high-efficiency production. Once the constellation is built, marginal cost per user is near zero, supporting 80–90% EBITDA margins; Bank of America's $100 price target is cited. A SpaceX/Starlink IPO this year could re-rate space infrastructure and benefit ASTS as the pure-play Direct-to-Cell leader. Main stated risk is 10–15% daily volatility.
Satellite Communications
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u/Impossible_Coursee has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: ASTS.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology