A Capital on X
@SurfShopCapital $ASTS 🚀
NASDAQ
AST SpaceMobile, Inc.
ASTS
5 stories
$19B Market cap · 2026-10-13
ASTS · short Ast Spacemobile INC
AST SpaceMobile is priced for a 2026 commercial launch despite no identified path to manufacture or launch its satellite deployment target.
Odd Diligence on X
$ASTS holders should take those spacemob profits and rotate over to $CCXI .... there's room for you
PAA Research on X
Is the price action in every other space related company today a cautionary tale for $SPCX as to what could happen with $MAGS and other tech leaders when #anthropic and #OpenAI go public later this year or does it simply reflect an uninspired pricing on $SPCX and a stock that might not be up in the absence of $GS support? $RKLB $LUNR $ASTS $PL $RDW
ToffCap on X
Every now and then I read write-ups where I agree on the thesis but think it would be insane to act on it. Like $ASTS 's recent short pitch on VIC. Sure execution is important, but 90% of the 'valuation' here is storytelling. So what if they'll miss a quarter or two. Look at the projections. The base for valuation here is not fundamentals, it's faith. Missing a few quarters is not going to break the thesis at all. That won't be enough to break believers' faith. Because that's what is needed to break such stories. Faith needs to be crushed. And that can take a long ass time. And what if in the meantime they'll beat a quarter?
Investor Letters
Letters that discuss ASTS.
Tickers on this page
Companies the stories above are also about, besides ASTS.
