ASTS took a massive hit today/tonight between the SpaceX IPO noise and the Blue Origin explosion. If you missed the boat earlier, this is it

We just witnessed a textbook panic drop. ASTS was riding an absolute tear on the pre-IPO SpaceX hype, and the second things cooled down combined with Jeff Bezos's New Glenn rocket pulling a mini-nuke impression on the launch pad last night, retail completely panicked. Here is why this selloff is entirely irrational and why I’m aggressively buying the dip today: **The Blue Origin explosion changes literally nothing for ASTS.** Blue Origin was testing for Amazon's Project Kuiper network. ASTS doesn't launch with them right now anyway. Our Block 2 BlueBirds are slated to launch on a SpaceX Falcon 9 next month. Falcon 9 is the most reliable workhorse in history. Jeff Bezos's launch pad catching fire has zero bearing on Abel’s timeline.  **The macro narrative is still fully intact.** Even with the broader space sector taking a hit because the SpaceX IPO valuation narrative deflated a bit, ASTS management just reconfirmed their 2026 revenue guidance ($150M–$200M).   **The fundamentals haven't shifted.** We still have $1.2B+ in contracted carrier commitments from AT&T, Verizon, and Vodafone. The manufacturing line is vertically integrated and hitting its stride.  This is a classic "sympathy drop" where a sector-wide headline drags down the best-in-class player for absolutely no logical reason. If you were kicking yourself for not buying when it was surging earlier this week, the market just handed you a massive gift on a silver platter. I just added another block to my position. See you guys on the other side of the June launches. Disclaimer: Not financial advice, obviously. Do your own DD.