@dilbradly · Long ASTS · The Analysts

The prize is real and big !! The AI trade just rotated back to Satellite and telcos ( IMO)!

$ASTS losing this to $SPCX is a blessing in disguise? A ~$6bn deal vs a $22bn market cap = brutal dilution. The bigger win: SpaceX is now a real threat to carriers. That pushes $TMUS, $VZ and $T straight into ASTS’s arms. Here’s why 🧵

Read asLong ASTS+3 more

Since the call—

unrankedThe analyst's rank today

Medium · 0.78Confidence

Fri, Oct 9Tweeted

Mon, Oct 12 closeCounted from

11% of the basket · day 10fades out by Nov 20

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