Скачать или смотреть ASTS vs Blue Origin: TeraWave Sparks Sudden Selloff — What Changed?

*AST SpaceMobile is experiencing heightened trading volatility, igniting intense debate across the investor community after sharp intraday price swings, even in the face of recent bullish analyst coverage that set an aggressive $137 price target. What began as a relatively optimistic session quickly turned turbulent, underscoring how sensitive ASTS remains to both competitive headlines and broader sentiment shifts in the rapidly evolving space-based communications sector.*

*The catalyst for the sudden reversal emerged during afternoon trading on January 21, 2026, when Blue Origin unveiled plans for *TeraWave*—a massive constellation of 5,408 satellites spanning low and medium Earth orbit. The project is designed to deliver ultra-high-speed broadband connectivity of up to 6 terabits per second, targeting enterprise customers, government clients, and remote regions worldwide. While not identical in approach, the announcement was widely interpreted as a direct competitive threat to AST SpaceMobile’s direct-to-device cellular network, particularly given Blue Origin’s deep financial backing and Jeff Bezos’ track record of scaling ambitious infrastructure projects.*

*The news immediately amplified investor concerns around future market share and competitive pressure, especially as AST SpaceMobile is still in the early stages of scaling its BlueBird satellite constellation. Traders questioned whether increased competition from a well-capitalized rival could compress margins, slow adoption, or force higher capital expenditures, even as ASTS continues to position itself as the first mover in true satellite-to-smartphone connectivity without specialized hardware.*

*As a result, ASTS shares retreated sharply from their midday highs, with trading volume spiking as momentum traders, options players, and short-term speculators reacted to the headline risk. The selloff stood in contrast to earlier positive sentiment driven by AST SpaceMobile’s SHIELD defense contract award, which many had viewed as validation of the company’s technology and its relevance to national security and military communications. The abrupt shift highlighted the tug-of-war between long-term fundamental believers and short-term traders capitalizing on volatility.*

*Despite the turbulence, the self-described “Spacemob” community remains fiercely bullish. Long-term holders continue to frame the pullback as noise within a much larger growth story, emphasizing AST’s differentiated focus on direct-to-device cellular service, its existing telecom partnerships, and anticipated catalysts such as upcoming satellite launches, expanded testing, and potential commercial agreements. At the same time, more tactical participants are actively trading the dramatic price swings, openly discussing technical levels, risk management, and potential re-entry points as ASTS becomes one of the market’s most closely watched and emotionally charged space-sector names.*

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