Author argues AI and tech job-market weakness may be long-term bearish for the economy and stock market, while disclosing a large all-in ASTS position with a long-term bull case and recession-related concerns.
ASTS — LONG Author is long AST SpaceMobile (ASTS), saying he went all-in after research in 2021 and believes the project could keep going up if executed as expected. He cites potentially high margins and an enormous TAM, seeing a path to a $100-200B market cap, plus partnerships with over 50 MNOs and 3 billion current subscribers. Main stated risk is recession/uncertainty killing gains; he is considering pulling out about $200k.
The margins this company can potentially have with an enormous TAM made me see how this could be a $100-200B mkt cap company one day. Through partnerships with over 50 MNOs, they have 3billion current subscribers.
This Reddit post, published January 11, 2026, features u/KnightofAmethyst2 discussing ASTS. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/KnightofAmethyst2 · Tickers: ASTS