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The creator discusses the recent stock price decline of AST SpaceMobile (ASTS) following SpaceX's announcem...

Oct 9, 2026

The creator discusses the recent stock price decline of AST SpaceMobile (ASTS) following SpaceX's announcement of a new spectrum acquisition for Starlink. While the creator holds a small position in ASTS and believes it is oversold, they express a preference for SpaceX as a long-term play, citing the historical success of Elon Musk's ventures like Tesla.

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TSLANeutralMedium ConvictionResearch Only

Tesla is mentioned as a historical success story to illustrate the creator's long-term confidence in Elon Musk's ventures.

ASTSNeutralMedium ConvictionSignal-backedPrimary

The creator views ASTS as oversold but maintains a small position while acknowledging competitive pressure from SpaceX.

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