What is making ASTS/SNDK special? $4 to $118? / $38 to $406

u/brian-augustin · Reddit — r/investing · January 16, 2026 at 18:57 · ⬆ 60 pts · 💬 35 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author questions the massive rallies in AST SpaceMobile and SanDisk, would avoid ASTS due to poor margins/bleeding income, and remains long SNDK for its storage-device business.

ASTS — AVOID Author would avoid AST SpaceMobile because the company is bleeding income and has bad margins despite strong sequential sales growth. The author questions if the rise is due to a space race or government contracts but does not want to invest based on the numbers.

ASTS - The company is bleeding income, great sales q/q but bad margins

Score 60
Comments 35
▶ Full Post Text
Ideas
u/brian-augustin Reddit r/investing
Avoid ASTS due to bleeding income and bad margins.
Author would avoid AST SpaceMobile because the company is bleeding income and has bad margins despite strong sequential sales growth. The author questions if the rise is due to a space race or government contracts but does not want to invest based on the numbers.
ASTS LOW
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This Reddit post, published January 16, 2026, features u/brian-augustin discussing ASTS. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/brian-augustin  · Tickers: ASTS