Why ASTS is the "Nvidia of Telecom" (but the market hasn't fully priced in 2026 yet)

I’ve been holding ASTS since 2024. While the 10-15% daily volatility might scare off 'weak-handed' investors, my core investment thesis has never been stronger Here is my bull case for ASTS: The Acceleration of 'BlueBird' Deployment: We just witnessed BlueBird 6 successfully reach orbit, and BB7 has already arrived in Florida for integration. This is no longer a science project; it’s a high-efficiency production machine. Their goal is to launch 45-60 satellites by year-end, which is the critical mass needed for continuous US coverage The 'Non-Musk' Premium: SpaceX is powerful, but telecom giants like AT&T and Verizon will never let Elon Musk monopolize the Direct-to-Cell market. ASTS is their vital strategic hedge. They aren’t just partners; they are stakeholders who are essentially funding a huge chunk of the Capex Incredible Margins: Most people miss this, ASTS is a software company in a hardware shell. Once the constellation is built, the marginal cost of adding a user is near zero. We’re talking EBITDA margins in the 80-90% range. This is why Bank of America recently hiked their price target to $100 The SpaceX IPO Catalyst: When Starlink/SpaceX finally goes public (likely this year), the valuation for the 'Space Infrastructure' sector will re-rate significantly. As the pure-play leader in Direct-to-Cell, ASTS will be the biggest beneficiary Anyone else riding this wave, or is the volatility still keeping you on the sidelines?