ASTS · AST SpaceMobile, Inc.AST SpaceMobile, Inc.
🔬 太空经济板块受益于2026年太空经济爆发，RKLB/LUNR/RDW/ASTS/PL等公司形成完整产业链，共同受益，板块已集体爆发，相关个股已翻倍
太空经济板块受益于2026年太空经济爆发，RKLB/LUNR/RDW/ASTS/PL等公司形成完整产业链，共同受益，板块已集体爆发，相关个股已翻倍。
Evidence & details
- +ASTS has recovered 32%
- +LTC and BTC prices are considered favorable
- +Portfolio context with margin and CCs
- ⚡ASTS price recovery
- ⚡Crypto market sentiment
- −Further downside in ASTS after trim
- −Crypto volatility
Chart
Post Timeline · 1 posts
@soulbiri1 Lol the portfolio etf above id be comfortable 1.5x margin. I'd be fine trimming $ASTS after 32% recovery. I still like $LTC and $BTC at these prices so I wouldn't trim for more $NBIS. Make sure to sell CC's!
Thesis: Trimming ASTS after 32% recovery; maintaining bullish stance on LTC and BTC at current prices; not adding NBIS.
Top 15 catalyst-driven stocks for FY2025, each with specific catalysts and ideal entry points, all bullish.
source ↗Trimming ASTS after 32% recovery; maintaining bullish stance on LTC and BTC at current prices; not adding NBIS.
source ↗Speculates a large recovery in high beta stocks NBIS, IREN, ASTS once government reopens, with a tailwind from a rate cut next month. Provides government reopening probability data suggesting 51% chance within the next week and 92% by end of November.
source ↗Overview of 10 thematic investments for 2026, focusing on evolution, disruption, and bottlenecks in soft robotics, silicon photonics (InP bottleneck), glass substrates, money movement (disruption to card networks), AI cloud layers, LLM cybersecurity, LEO space infrastructure, consumer agentic workflows, distributed computing latency, and copper interconnect life extension. Expresses bullish views on specific companies and bearish on incumbent payment networks Visa and Bank of America.
source ↗SpaceX IPO in ~3 months will drive parabolic gains for space stocks like Rocket Lab and AST SpaceMobile, especially as investors compare valuations.
source ↗Blue Origin's failure delays ASTS satellite launches, hurting forward revenue growth and making ASTS dependent on competitor SpaceX. RKLB benefits as a byproduct.
source ↗太空经济板块受益于2026年太空经济爆发，RKLB/LUNR/RDW/ASTS/PL等公司形成完整产业链，共同受益，板块已集体爆发，相关个股已翻倍。
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