ASTS AST SpaceMobile, Inc.

ASTS AST SpaceMobile, Inc.

Technology · Communication Equipment

Desk view

Watchingmedium conviction
Perspectives Spacex Ipo Liquidity Event

Market read

Scan convergence 2 scans as of 2026-08-17 2 neutral converging

POC $87.01 · VWAP $80.36 · -11.5% vs 12m avg buyer

downtrend vol: compressedgaps: overnight-shiftchurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

5 related perspectives

Watchlists @monster-discoveries@space@spacex-s1-supply-chain

ASTS Price Structure

Loading chart…

Loading timeframes…

Peers

Every watchlist ASTS belongs to, members best 30-day change first — ASTS highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@space
View watchlist →
RDW+58.7% -1.3%1d +2.1%7d LUNR+50.7% +7.2%1d +29.0%7d FLY+41.0% +1.9%1d +5.5%7d ASTS+23.1% +0.2%1d +3.4%7d RKLB+21.4% +2.3%1d +2.4%7d SPCX+17.9% +4.5%1d +5.4%7d ARKX+14.5% -0.5%1d +0.9%7d PL+8.5% -1.3%1d +5.6%7d IRDM+7.2% -0.3%1d +1.5%7d GSAT+4.9% +0.8%1d -0.9%7d ECHO+0.6% +0.7%1d +3.8%7d
@spacex-s1-supply-chain
View watchlist →
RDW+58.7% -1.3%1d +2.1%7d LUNR+50.7% +7.2%1d +29.0%7d FLY+41.0% +1.9%1d +5.5%7d BKSY+38.7% -0.5%1d +7.6%7d LITE+32.2% +4.6%1d +19.1%7d COHR+26.5% +7.8%1d +7.9%7d ATI+24.5% +1.4%1d +1.6%7d ASTS+23.1% +0.2%1d +3.4%7d RKLB+21.4% +2.3%1d +2.4%7d MU+19.2% +4.1%1d +17.5%7d CIEN+18.9% +3.8%1d +14.9%7d ARKX+14.5% -0.5%1d +0.9%7d ETN+14.1% +0.9%1d +2.4%7d VSAT+13.9% -1.8%1d -4.0%7d NVDA+10.9% -0.1%1d +3.4%7d SEI+9.4% +4.2%1d +12.5%7d PL+8.5% -1.3%1d +5.6%7d AR+8.4% -2.6%1d -1.8%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d IRDM+7.2% -0.3%1d +1.5%7d HWM+6.2% 0.0%1d +1.9%7d AVGO+5.8% -0.1%1d -7.1%7d ALAB+5.5% -0.5%1d +0.9%7d GSAT+4.9% +0.8%1d -0.9%7d SPXC+2.8% +0.1%1d +2.5%7d GEV+2.0% +1.5%1d +9.0%7d KMI+1.0% -1.5%1d +3.0%7d VRT+1.0% -0.5%1d +8.3%7d ECHO+0.6% +0.7%1d +3.8%7d HXL-0.5% -0.9%1d +2.3%7d GOOGL-0.8% -0.6%1d -3.8%7d RMBS-0.8% -0.2%1d +5.0%7d CRS-2.8% -0.4%1d -3.1%7d DTM-6.9% -1.4%1d +0.6%7d TSLA-10.9% -0.9%1d +2.5%7d
@monster-discoveries
View watchlist →
AXTI+109.3% +17.6%1d +30.0%7d AEHR+79.7% +8.6%1d +37.1%7d AAOI+51.2% +3.1%1d +16.5%7d LUNR+50.7% +7.2%1d +29.0%7d CGAU+45.3% +1.9%1d +2.8%7d ERO+44.7% +3.3%1d -4.4%7d AYA+42.2% +2.9%1d -4.5%7d IOVA+42.0% +1.7%1d +11.1%7d FIGS+38.9% -2.5%1d -0.6%7d ATRO+38.3% -0.4%1d +23.3%7d HYMC+38.2% -2.8%1d -3.6%7d AEM+37.8% +1.2%1d +4.6%7d BFLY+36.3% +2.0%1d -7.1%7d IAG+34.7% +4.1%1d +3.4%7d KRMN+33.8% -0.4%1d -0.7%7d IMAX+33.5% -0.9%1d +2.3%7d HALO+32.4% +4.4%1d +0.4%7d ITGR+31.1% -0.1%1d 0.0%7d HP+31.0% +1.2%1d +6.8%7d AVAH+31.0% +3.0%1d +34.0%7d FORM+30.9% +5.0%1d +22.9%7d DGII+30.4% -2.1%1d +0.5%7d ARIS+30.0% +1.3%1d +6.0%7d AU+29.8% +3.4%1d +2.5%7d IESC+29.5% +5.0%1d +5.8%7d NSIT+29.5% -3.2%1d -3.6%7d CORT+29.4% +2.4%1d +2.6%7d CBZ+28.9% +0.4%1d +0.5%7d ATRC+28.1% +1.1%1d +7.5%7d OII+28.0% +3.7%1d +6.0%7d NESR+27.8% -1.5%1d 0.0%7d EAT+27.6% +1.9%1d +6.2%7d ATKR+27.6% -0.1%1d 0.0%7d CAKE+27.5% -3.8%1d -2.0%7d MGNI+27.3% -2.2%1d -0.1%7d ECO+27.0% +4.0%1d +3.8%7d COHR+26.5% +7.8%1d +7.9%7d AMC+25.8% -2.4%1d +0.8%7d HPE+25.7% -1.9%1d +5.4%7d FN+25.1% +5.0%1d +13.7%7d HCC+25.1% +0.4%1d +3.3%7d FIVN+24.5% -3.5%1d -7.6%7d ATI+24.5% +1.4%1d +1.6%7d GTLB+23.8% -4.9%1d -0.5%7d KNSA+23.8% +3.2%1d +3.3%7d AG+23.8% +1.6%1d +3.9%7d DIOD+23.6% +3.9%1d +6.5%7d AXGN+23.3% +0.9%1d +2.0%7d CNK+23.3% +0.4%1d -0.5%7d USAR+23.3% -3.5%1d +1.3%7d GRMN+23.2% -0.9%1d -1.8%7d ASTS+23.1% +0.2%1d +3.4%7d AEIS+22.7% +5.6%1d +10.9%7d COHU+22.3% +5.6%1d +26.7%7d DCO+21.8% -0.8%1d +5.4%7d ORKA+21.5% +1.5%1d +7.0%7d AMLX+20.7% -0.9%1d -5.3%7d AGI+20.3% +1.9%1d +2.5%7d CIB+20.1% +0.2%1d +5.1%7d ARWR+19.4% +2.4%1d +0.4%7d DXPE+19.0% -0.5%1d +3.7%7d APA+18.9% +2.7%1d +1.4%7d CIEN+18.9% +3.8%1d +14.9%7d ALM+18.8% +8.4%1d +19.6%7d MRX+18.8% +0.6%1d +17.9%7d CLDX+18.6% -0.1%1d -2.4%7d DAN+18.6% +3.3%1d +5.1%7d AXON+18.4% -1.4%1d +1.4%7d LIND+18.4% -2.4%1d -0.8%7d GKOS+18.4% +0.6%1d +2.4%7d HPQ+18.4% -2.4%1d -1.3%7d HII+18.3% -2.9%1d -3.8%7d KALU+18.1% +2.1%1d -1.0%7d CRGY+18.1% +4.0%1d +4.0%7d JHX+17.9% -2.0%1d 0.0%7d AA+17.8% +3.5%1d +0.2%7d FIVE+17.7% -2.5%1d +1.3%7d ENTG+17.6% +0.8%1d +13.0%7d CAMT+17.6% +3.9%1d +8.4%7d AMR+17.5% +1.8%1d +9.9%7d NRIX+17.5% +0.4%1d +5.0%7d ADEA+16.9% -0.5%1d +6.5%7d CDNA+16.7% +2.3%1d -1.4%7d CMBT+16.1% +0.8%1d +7.9%7d HAE+15.9% -0.6%1d +4.2%7d ICUI+15.9% -0.3%1d +0.1%7d FRO+15.6% +2.4%1d +9.7%7d CNR+15.5% -0.1%1d +1.8%7d BTU+15.5% +1.7%1d +5.1%7d NUE+15.2% +1.4%1d -0.7%7d AVT+15.2% +3.0%1d +1.2%7d CVE+15.0% +3.6%1d +8.7%7d BAX+14.6% -3.1%1d -6.7%7d MPC+14.6% +0.8%1d +11.9%7d GEF+14.5% 0.0%1d -0.1%7d KEYSE+14.3% +0.9%1d +7.6%7d CEF+14.2% +1.2%1d +0.1%7d AMPX+14.0% -7.4%1d -2.2%7d CHEF+13.9% +1.4%1d +1.6%7d AIR+13.6% +5.8%1d +7.8%7d CENX+13.5% +0.9%1d -9.1%7d ECPG+13.5% -0.1%1d +9.2%7d ENVA+13.5% -0.6%1d +4.6%7d BWLP+13.4% +2.1%1d +7.1%7d INSW+13.4% +1.4%1d +8.8%7d DNN+13.1% -1.2%1d -1.9%7d BWIN+12.9% -2.4%1d +6.8%7d CLMT+12.9% +1.3%1d +6.5%7d AGM+12.8% -0.4%1d -0.8%7d E+12.6% +1.4%1d +2.1%7d CON+12.4% +0.3%1d +4.3%7d AAMI+12.3% +0.5%1d +2.5%7d BVN+12.3% +0.7%1d -1.9%7d CNQ+12.3% +2.7%1d +4.3%7d BFH+12.0% -1.9%1d +2.6%7d BWA+11.9% +1.8%1d +0.9%7d ELVN+11.9% +1.2%1d +0.3%7d EQNR+11.9% +2.6%1d +2.1%7d ALSN+11.9% +1.0%1d +2.1%7d AVAL+11.8% +3.6%1d +4.0%7d HLIT+11.6% -3.5%1d +15.9%7d CHRD+11.5% +4.0%1d +3.2%7d CPAY+11.4% -2.4%1d +1.6%7d NBTX+11.3% +9.8%1d +16.4%7d ALB+10.9% -1.6%1d +2.1%7d EWTX+10.8% -0.3%1d -1.4%7d FTI+10.7% +1.5%1d +7.7%7d KN+10.7% +1.3%1d +2.0%7d FTDR+10.7% -3.1%1d -0.2%7d NEO+10.6% +1.4%1d -2.8%7d LAD+10.4% -2.1%1d -2.6%7d DYN+10.2% +1.8%1d -1.2%7d BELFB+10.1% +2.7%1d +4.8%7d IMO+10.1% +1.2%1d +4.8%7d EC+9.8% +2.9%1d +3.8%7d MBIN+9.7% -0.6%1d +1.1%7d CLBK+9.7% -0.9%1d +7.8%7d BHP+9.6% +1.8%1d -2.3%7d CXW+9.6% +2.3%1d +1.7%7d LYB+9.4% +1.5%1d +3.3%7d DBX+9.0% -3.0%1d -3.5%7d ARMK+8.9% -0.9%1d +10.8%7d NE+8.9% +0.2%1d +3.8%7d BTE+8.8% +4.1%1d +3.9%7d DNTH+8.8% -0.9%1d +2.8%7d IMVT+8.6% +4.5%1d +9.8%7d DHT+8.6% -3.2%1d +3.2%7d MBX+8.5% -0.5%1d +3.0%7d MAN+8.5% -2.6%1d +0.5%7d BELFA+8.4% +2.1%1d +9.6%7d OSCR+8.4% -3.7%1d +14.0%7d HAFN+8.4% +1.6%1d +4.9%7d LFST+8.4% +1.1%1d +5.5%7d ADPT+8.1% +0.1%1d -2.7%7d DINO+7.9% +1.4%1d +11.5%7d ECG+7.6% +1.7%1d +8.6%7d LTH+7.6% +0.2%1d +6.8%7d AAUC+7.4% -1.8%1d -0.2%7d CGON+7.3% +2.8%1d +0.7%7d BHE+7.3% +3.0%1d +3.6%7d DAR+7.2% +0.9%1d +7.7%7d IRDM+7.2% -0.3%1d +1.5%7d AGX+7.0% +1.9%1d +1.4%7d FROG+6.9% -1.6%1d +7.3%7d DK+6.7% +2.7%1d +10.6%7d ARW+6.7% +3.0%1d +8.8%7d NOK+6.5% +0.2%1d +18.4%7d NKTR+6.5% -0.5%1d -2.9%7d CSTM+6.4% +1.1%1d +1.8%7d DY+6.3% +3.3%1d +8.0%7d FANG+6.1% +1.9%1d +3.7%7d LSCC+5.9% +1.7%1d +3.4%7d FDX+5.9% -0.9%1d +2.0%7d GEO+5.7% -0.2%1d +1.6%7d GLNG+5.7% 0.0%1d +3.5%7d ACLS+5.6% +2.8%1d +8.7%7d ESLT+5.6% -0.1%1d -7.5%7d CECO+5.3% +5.7%1d +19.5%7d LYSDY+5.1% -0.2%1d +0.2%7d ESI+4.9% +1.1%1d +5.3%7d KYMR+4.9% +3.4%1d +11.8%7d GSAT+4.9% +0.8%1d -0.9%7d MTDR+4.8% +4.2%1d +7.1%7d BEN+4.8% +1.0%1d +2.1%7d DOW+4.8% +0.9%1d +2.5%7d KLIC+4.7% +2.7%1d +17.7%7d CELC+4.6% +0.5%1d +1.9%7d DNLI+4.5% -0.2%1d -2.6%7d MEOH+4.5% +2.1%1d +3.8%7d GHRS+4.4% +1.7%1d +1.5%7d ADIE+4.0% +0.2%1d +1.7%7d CGNX+4.0% +1.5%1d +3.5%7d ASX+3.9% +0.9%1d +6.2%7d MSGS+3.8% +1.2%1d +5.1%7d GRND+3.6% -1.3%1d -3.2%7d COMP+3.3% -4.8%1d 0.0%7d AMRX+3.2% +1.5%1d +3.1%7d COKE+3.2% -1.5%1d +0.3%7d ENS+3.0% -0.5%1d +8.6%7d BP+2.3% +0.8%1d -0.1%7d DFTX+2.2% +6.2%1d +0.3%7d KMX+2.1% -2.3%1d -0.4%7d ACMR+2.0% +6.5%1d +7.9%7d NSP+1.8% -3.3%1d -1.4%7d CTOS+1.4% -0.4%1d -1.6%7d NP+1.4% -0.7%1d +1.1%7d KGS+1.4% +1.2%1d +7.4%7d CASY+1.3% +2.8%1d +1.8%7d CRC+1.3% +0.4%1d -0.3%7d OGN+1.3% -0.1%1d +0.6%7d GRC+1.1% -0.2%1d -1.4%7d AMAT+1.1% +5.5%1d +2.6%7d CRNX+1.1% +0.1%1d +0.7%7d FLYW+0.9% -2.7%1d +5.3%7d HNGE+0.9% -0.7%1d -4.1%7d APGE+0.4% 0.0%1d -0.1%7d JAZZ+0.3% +1.4%1d -3.1%7d BW+0.3% -3.6%1d +11.6%7d ATAI+0.3% -0.3%1d -0.1%7d NHC0.0% +2.1%1d +3.9%7d CNXN-0.3% -3.1%1d -4.6%7d MAZE-0.6% +2.8%1d +2.9%7d MATX-0.8% +1.2%1d +5.4%7d MGY-1.0% +2.1%1d +3.0%7d CMI-1.1% +1.6%1d +1.1%7d KEN-1.4% -2.3%1d +1.2%7d CE-1.5% -1.5%1d +1.2%7d DRH-1.5% 0.0%1d +1.9%7d CVLT-2.4% -1.9%1d +3.5%7d CRS-2.8% -0.4%1d -3.1%7d LQDA-2.8% +4.4%1d -14.7%7d CF-3.0% -0.4%1d -3.1%7d CNC-3.1% -4.5%1d -3.2%7d COGT-3.1% -0.2%1d -8.7%7d ESE-3.3% +0.7%1d +2.4%7d BG-3.6% +1.1%1d +2.0%7d LGND-3.8% -1.0%1d -1.2%7d KOD-3.9% -0.9%1d -5.5%7d NXT-3.9% -2.4%1d -3.7%7d PACS-3.9% -0.3%1d -8.5%7d HUM-3.9% -1.2%1d -0.3%7d EFXT-4.2% +0.1%1d +9.8%7d ERAS-4.6% -0.5%1d +1.1%7d HST-4.7% -0.4%1d +0.6%7d ALGM-4.8% -0.3%1d +4.3%7d APLE-5.1% -1.0%1d +1.1%7d KMT-5.1% +1.9%1d +0.7%7d MUSA-5.3% +3.0%1d +6.0%7d KRYS-5.4% +1.0%1d +1.2%7d ALKS-5.4% +1.6%1d +0.9%7d MUR-5.5% +0.7%1d -1.8%7d AXSM-6.0% +1.2%1d -2.3%7d AROC-6.2% -0.2%1d +4.5%7d GRDN-6.2% -1.1%1d -8.1%7d NOPMF-6.3% -0.1%1d -16.6%7d LBRT-6.7% +1.0%1d +5.3%7d ETSY-6.8% -1.9%1d -2.4%7d ENLT-8.0% -2.2%1d +2.8%7d AGRO-8.0% +3.9%1d -4.1%7d MTZ-8.2% +1.6%1d +12.8%7d ELPC-8.4% +1.3%1d -4.8%7d ARCB-8.6% +2.1%1d +6.2%7d ATEX-8.8% 0.0%1d -1.3%7d FA-9.2% -5.9%1d -13.9%7d IPAR-9.3% -2.5%1d -6.5%7d DHC-9.4% -1.1%1d -1.7%7d ACIW-10.2% -2.5%1d -1.3%7d CC-10.3% -0.8%1d +7.8%7d AIP-10.3% -1.7%1d +2.7%7d COCO-10.5% +0.4%1d +4.5%7d ALMS-11.0% +0.8%1d -7.2%7d ABVX-11.7% +1.5%1d -5.3%7d ACHC-13.0% -2.7%1d -5.6%7d ANDE-13.1% +4.5%1d +5.3%7d CTRI-13.7% +1.2%1d +0.6%7d LION-13.9% -0.3%1d -3.1%7d CALY-14.3% +0.8%1d -2.6%7d MAAS-14.6% +1.3%1d -19.6%7d BTSG-14.6% -2.2%1d -1.7%7d IPGP-15.6% +2.7%1d +3.7%7d CHRN-16.0% +6.0%1d +16.1%7d ESTA-17.2% -3.6%1d +2.1%7d BKD-18.5% -3.2%1d -10.7%7d AHG-19.9% -4.7%1d -10.4%7d AAON-20.9% +0.3%1d -1.3%7d BBAR-21.5% -0.5%1d -11.8%7d LASR-22.0% +2.7%1d +5.9%7d DAVE-22.5% +2.0%1d +10.5%7d DVA-25.4% -1.9%1d -3.8%7d

Next earnings ASTS reports in 83 days Nov 9

Last report Aug 10

AST SpaceMobile's Q2 fell short of analyst expectations and the stock dropped on the print. The company paired the miss with a higher-growth outlook and reported progress on its satellite network expansion (Block 2 BlueBird), but coverage frames the market reaction as skepticism about the TIMING of revenue realization rather than the destination.

full note →

Against street estimates

How ASTS's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 11 quarters · newest report Aug 10 · projection Aug 17

Result
Aug 10 -0.33-0.77-132.0%Miss
May 11 -0.20-0.66-233.7%Miss
Mar 2 -0.20-0.26-30.0%Miss
Nov 10 '25 -0.26-0.45-74.4%Miss
Aug 11 '25 -0.22-0.41-89.2%Miss
May 12 '25 -0.22-0.20+11.1%Beat
Mar 3 '25 -0.18-0.18-1.9%In line
Nov 14 '24 -0.20-1.10-443.1%Miss

Recent news

Headlines about ASTS from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 7 days ago · Aug 11

ASTS research tape

43 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Washout-Turn Scan — 2026-08-17 scan Monster Scan — 2026-08-17 candidate LUNR — candidate.roundup scan Monster Scan — 2026-08-14 scan Washout-Turn Scan — 2026-08-13
Types
Aug 17 Scan Washout Turn Scan
AAACHRAEMAGAGIALBALMUAMR +4 more
Aug 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Update LUNR — candidate.roundup
IRDMRKLBLUNRASTS
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Washout Turn Scan
AAUCACHRACNADBEAEMAGAGIAI +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Market Brief The Compute Bill Gets Paid: Nebius +34%, Optical Runs, Memory Goes Ten-for-Ten
ABBNYABCLADMAEHRAEMAPAHAELITE +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 11 Market Brief The Market Holds Its Breath for CPI. CoreWeave Doesn't.
ACIWAIQARISARKXASANBSTKNCRWV +4 more
Aug 11 The Prints The Prints
CRWVRKLBSMCIRIOTASTSHIMSACHRVST
Aug 10 Market Brief Oil Snaps Back, and the Bid Moves Into the Wreckage
ABTALMSARQQBAMBKSYBLKJHXBRK-B +4 more
Aug 10 The Prints The Prints
RKLBASTSACHRVSTHIMSRIOTUSARNESR
Aug 10 Catalyst ASTS earnings
ASTS
Aug 8 Market Brief One Jobs Print, and Everything Repriced
AADMALSNAMVMFAUDXPEFTDRGHRS +4 more
Aug 8 Update RKLB — candidate.roundup
IRDMRKLBLUNRASTS
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Jul 31 Update IRDM — candidate.roundup
IRDMRKLBLUNRASTS
Jul 28 Update IRDM — candidate.roundup
IRDMRKLBLUNRASTS
Jul 25 Update IRDM — candidate.roundup
IRDMRKLBLUNRASTS
Jul 17 Update IRDM — candidate.roundup
IRDMRKLBLUNRASTS
Jul 11 Update IRDM — candidate.roundup
IRDMRKLBLUNRASTS
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 7 Update IRDM — candidate.roundup
IRDMRKLBLUNRASTS
Jun 26 Update RKLB — candidate.roundup
RKLBASTSLUNRRDWFLYARKXSPCX
Jun 25 Update RKLB — candidate.roundup
RKLBASTSLUNRRDWPLFLYARKX
Jun 22 Article Status — R33 Full-Scan Wrap-Up (2026-06-18 anchor)
SPYQQQSMHBEGEVMUAMATNVDA +4 more
Jun 22 Update RKLB — candidate.roundup
RKLBASTSLUNRECHOIRDMRDW
Jun 22 Article Week in Review — The Rotation Down-Stack
BEGEVMUAMATMRVLKLACLRCXVST#ai-power-bottleneck#spacex-ipo-liquidity-event#memory-supercycle +4 more
Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
SPCXNBISCRWVCORZIRENAPLDNVDAMSFT#spacex-ipo-liquidity-event +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 16 Update Space Candidates
RKLBGSATARKXFLYECHOASTSLUNRIRDM +2 more
Jun 4 Investigation SpaceX S-1 picks-and-shovels / supply-chain investable map
SPCXECHONVDATSMSEIGEVTSLAGOOGL#ai-power-bottleneck#optical-supercycle#memory-supercycle#spacex-ipo-liquidity-event +4 more
Jun 4 Investigation SpaceX (SPCX) original S-1 full read, section by section
SPCXTSLAECHOASTSRKLBNVDAINTC#spacex-ipo-liquidity-event#ai-power-bottleneck
Jun 2 Analysis Thread: AI mega-IPO / Fast Entry liquidity regime
SPCXNVDAMSFTGOOGLAMZNMETANBISCRWV#spacex-ipo-liquidity-event#ai-power-bottleneck +4 more
Jun 1 Source $RKLB down 12.28% today: Other space names like $ASTS, $RDW, $FLY are down, seem
RKLBASTSRDWFLY
May 29 Source The Blue Origin New Glenn explosion is a real setback and sucks to see. New Glen
ASTS
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXECHOSTMLINAPDNOCRKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
May 22 Source $MEME Great proxy for risk on/off in high beta land. Top Holdings ~ $AAOI $ASTS
MEMEAAOIASTSAPLDSNDKBEIRENIONQ +3 more
May 11 Catalyst ASTS earnings
ASTS
May 5 Source I promise you $ASTS will never see $30 bro People who think this stock will ever
ASTS
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 23 Source @CKCapitalxx — 2030 Conviction Book (11 names)
ASTSNBISBEAVEXEOPSFKRKNFKEELCOHR +3 more