ASTS (AST SpaceMobile) really does feel like one of those plays that either becomes massive or fizzles out. The satelite to cellphone tech is genuinely innovative though. If they can nail the commercial rollout and partnerships keep coming in, the upside could be huge. Definitely watching their execution closely next few quarters.
Yeah, the Q3 miss wasn’t pretty. They’re still proving they can execute consistently.
But for ASTS, short-term misses don't change the long-term story. If they can turn satellite-to-cell from a demo into a deployable network, the upside’s still massive.
ASTS (AST SpaceMobile) really does feel like one of those plays that either becomes massive or fizzles out. The satelite to cellphone tech is genuinely innovative though. If they can nail the commercial rollout and partnerships keep coming in, the upside could be huge. Definitely watching their execution closely next few quarters.
Yeah, the Q3 miss wasn’t pretty. They’re still proving they can execute consistently.
But for ASTS, short-term misses don't change the long-term story. If they can turn satellite-to-cell from a demo into a deployable network, the upside’s still massive.