Pathetic statement from SpaceX. Extremely bullish for ASTS, position included
u/BiggieMoe01 ·
Reddit — r/wallstreetbets
· March 09, 2026 at 20:24
· ⬆ 464 pts
· 💬 152 comments
| View on Reddit ↗
AI Summary
Summary
The post highlights a letter from SpaceX to the FCC, which the author interprets as a desperate attack on its competitor, AST SpaceMobile (ASTS).
The author's thesis is that SpaceX's aggressive stance against ASTS is a sign of fear and validates ASTS's technological and strategic position, making ASTS an extremely bullish investment.
Quality assessment: This is speculation and sentiment-driven noise. The post lacks any fundamental or technical analysis (DD) and bases its entire bullish thesis on the interpretation of a competitor's regulatory filing.
SpaceX filed a letter with the FCC that the author perceives as an aggressive and "desperate" attack on ASTS's "americanism." This action from a major competitor like SpaceX implies they view ASTS as a serious threat. This external validation from a rival is a strong bullish signal, suggesting ASTS's technology and market position are stronger than perceived. The author believes SpaceX's perceived desperation is a clear indicator of ASTS's potential for success, making it an extremely bullish investment. The author explicitly states they have a position. SpaceX, a much larger and better-funded company, could use its influence and resources to stifle ASTS through regulatory, legal, or competitive means. The letter could be a sign of strength, not weakness. ASTS also faces significant execution risk in deploying its satellite constellation.
This Reddit post, published March 09, 2026,
features u/BiggieMoe01
discussing ASTS.
1 trade idea extracted by AI with direction and confidence scoring.