Calls
1
u/vishnu317
Reddit r/investing
Win Rate
0.0%
return
-28.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 12
$87.95
-28.6%
Author argues AST SpaceMobile's 10-K shows strong commercial validation: STC Saudi Telecom prepaid $175M before commercial service, and Vodafone and TELUS both signed agreements and bought equity, aligning customer incentives. FY2025 revenue of $70.9M (up 641%) with 68.7% gross margin and $2.8B cash removes near-term survival risk, while Q4 revenue ramped to $54.3M from $14.7M in Q3. The key catalyst is the H2 2026 commercial launch with AT&T and Verizon; missing that window would reprice the 145x price-to-sales valuation hard, with author's bear case at $8 and base case at $65 versus current $89.
Satellite Communications
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u/vishnu317 has 1 trade ideas tracked on Buzzberg across 1 tickers since March 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
