ASTS
3 tracked calls · 1 long · 2 short · last 90d: 1L/1S
first called by TBPN 3mo ago
SHORT1mo ago
“The good Alexander thesis is that SpaceX is going to be a liquidity vamp for all speculative space stocks, because how could you ever paint a better narrative…”ThreadGuy
SpaceX IPO will vampire liquidity from all non-Elon space stocks, crushing them
ASTSSHORT@ $96.42
$59.80+37.98%
since call Jun 11
peak +45.6%
LONG2mo ago
“If you're a wireless carrier, you don't want to be locked into Starlink exclusively, and so you want to get an ASTS working for you and you continue to back…”TBPN
Carriers won't accept a Starlink monopoly, so they keep funding AST SpaceMobile as the alternative.
ASTSLONG@ $105.56
$59.80-43.35%
since call Jun 1
SHORT3mo ago
“AST said the satellite's altitude was too low to sustain operations and that it will be taken out of orbit. The cost is expected to be covered under its…”TBPN
AST satellite deployed to wrong orbit by Blue Origin; loss insured, stock rebounded from -16% to -6%.
ASTSSHORT@ $80.80
$59.80+25.99%
since call Apr 20
peak +34.1%