Скачать или смотреть $ASTS is building a space based phone network! Huge moves

🚨 Imagine a world where your phone gets full-speed bars…

AST SpaceMobile is building the first space-based cellular broadband network and they’re executing FAST. In a space long dominated by Starlink.
$ASTS is racing to deliver direct-to-cell satellite broadband

🚀 BlueBird-6 launched Dec 23
👉 Largest commercial comms array in LEO (~2,400 sq ft)
👉 ~10× capacity vs prior sats
👉 Up to 120 Mbps direct to smartphones. A direct challenge to Starlink’s model

#ASTS #Starlink #SpaceStocks

⚙️ Execution Is Finally Ramping

After years of R&D, $ASTS is shifting into scaled deployment, chasing a market Starlink already leads.

🛰️ BlueBird-6 in orbit, testing underway
🚀 4+ launches planned
📡 Target: 45–60 satellites by end-2026
⏱️ Launch cadence: every 1–2 months still far behind Starlink’s cadence

🧪 Early beta service expected H1 2026
Execution speed vs Starlink will matter.

#SpaceTech #LEO #Telecom

🤝 Partnerships = ASTS’s Differentiator vs Starlink

Unlike Starlink’s vertically integrated approach, $ASTS is partnering directly with telcos.

📞 $T + $VZ — US beta (Starlink is the benchmark)
🌍 $VOD — commercial agreement through 2034
🔍 $GOOGL — strategic investor
📡 Rakuten + 50+ MNOs globally

👥 Access to ~3B subscribers
💰 Revenue commitments $1B
🏦 Cash $1B+ to scale and compete with Starlink

🛡️ Gov & DoD interest. A area where Starlink already plays
#Starlink #5G #TelecomStocks

🇦🇺 Australia: A Starlink Stronghold

Australia is already one of Starlink’s strongest markets.

🛰️ Starlink widely used in remote Australia
📞 Telstra has expanded Starlink direct-to-cell trials

Where $ASTS fits:
🌏 Existing MNO agreement with $TLS (Telstra)
🚨 Potential redundancy + competition to Starlink
📡 Rural & disaster connectivity where Starlink dominates today

Competition remains intense:
🛰️ Starlink via $TSLA
📡 Lynk backed by $LMT

AST’s real test here is matching Starlink’s reliability at scale.
#Starlink #Satellites #Connectivity


📊 The Starlink Question for 2026

$ASTS is executing, but the bull case hinges on closing the gap with Starlink.

✅ Differentiated tech (direct-to-phone, no hardware)
⚠️ Risks: delays, dilution, valuation, Starlink’s massive head start
📈 Analysts bullish (avg PT low-$80s)

🌐 If AST proves it can compete alongside Starlink,
2026 could be the inflection year for global connectivity.

The race is on 🚀
#SpaceEconomy #Investing #GrowthStocks

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