X · X @maximusjoshua04 · Maximus Joshua
$ASTS deep dive 🛰️ Phone-to-satellite is a huge market with room for several winners: SpaceX, Amazon, China, Europe. AST
$ASTS deep dive 🛰️ Phone-to-satellite is a huge market with room for several winners: SpaceX, Amazon, China, Europe. AST has 60+ MNO partners and a potential EU deal ahead. Bear case: ~$57. Base case: $128 by 2030…
Since publication ASTS −4.1% α −3.6 pp vs S&P 500 · USD