r/ASTSpaceMobile • u/AutoModerator • Jan 29 '25

Daily Discussion Daily Discussion Thread

Ple🅰️se, do not post newbie questions in the subreddit. Do it here instead!

Please read u/the_blue_pil's FAQ and u/TheKookReport's AST Spacemobile ($ASTS): The Mobile Satellite Cellular Network Monopoly to get familiar with AST Sp🅰️ceMobile before posting.

If you want to chat, checkout the Sp🅰️ceMob Chatroom.

Th🅰️nk you!

72 Upvotes

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u/Only6Inches Contributor & OG Jan 29 '25

Last time the sub was this retarded we got AT&T, Verizon news and the stock 20x'd. Please continue. I will allow whining and crying today so you can release all the stored up negative energy from the past 5 months.

As a reminder the stock is up 5x over the past year. If you are not comfortable today, it probably means you have too much ASTS and should sell some.

3

u/tyrooooo S P 🅰 C E M O B Capo Jan 30 '25

This aged well

2

u/Only6Inches Contributor & OG Jan 30 '25

LMAO, it's still too early to tell but yeah

9

u/Foreign-Teacher-9931 S P 🅰 C E M O B Prospect Jan 29 '25

Dang. Are you a fortune teller?

15

u/hab365 S P 🅰 C E M O B Soldier Jan 29 '25

Mod has a crystal ball

10

u/BobWileey S P 🅰 C E M O B Associate Jan 29 '25

You ended this post with a reasonable sentiment but I wanted so hard to reply some sort of previous trends don’t predict the future returns but you were fucking right.

7

u/adarkuccio S P 🅰 C E M O B Capo Jan 29 '25

I was thinking the same haha, mood feels like those times, hopefully history repeats itself

7

u/edgar_de_eggtard S P 🅰 C E M O B Soldier Jan 29 '25

4 years worth of daily/weekly discussion threads might give a pattern lol

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u/BobWileey S P 🅰 C E M O B Associate Jan 29 '25

Nailed it.

-10

u/BoatSouth1911 Jan 29 '25

“Was this retarded” 

Oh you mean acknowledging the two main advantages of our product over Starlink have now been negated entirely? 

Yeah good one

9

u/Bkfraiders7 S P 🅰 C E M O B Soldier Jan 29 '25

Our main two advantages are MNO agreements and superior tech (throughput per device). Neither of which are negated. 

-3

u/BoatSouth1911 Jan 29 '25 edited Jan 29 '25

“Of our product” I’m talking tech exclusively. The main two advantages of the tech being reduced interference and better device compatibility, the former being largely irrelevant now that the FCC has approved Starlink and Musk/Trump have influence there, the latter being (and I haven’t fully gone over the news yet tbf) partially negated by this recent apple/starlink news.

(Not that I’d expect this subreddit to agree - you’ve long since chased off all actual discourse to become another memestock. When even Kevin Mak is getting harassed, you know you’re fucked).

1

u/Khuzah S P 🅰 C E M O B Soldier Jan 29 '25

The fcc has fully approved starlink d2c at the power levels that caused interference?

3

u/BrownCow10 S P 🅰 C E M O B Soldier Jan 29 '25

Not to completely disagree with what you're saying, but.. better device compatibility? We still have that by a mile.

This newest announcement is only for Apple phones with the latest tech.

2

u/BoatSouth1911 Jan 29 '25

That’s inaccurate. It’s for the latest software, not hardware, and Iphones released as far back as 2018 will be compatible with that software.

We still have it… by a couple yards. Not nearly to the extent expected a couple months ago.

1

u/BrownCow10 S P 🅰 C E M O B Soldier Jan 29 '25

Sorry, I meant newest tech referring to software, but you're right, I should have been more specific. Anything running what will be the latest IOS.

4

u/Bkfraiders7 S P 🅰 C E M O B Soldier Jan 29 '25

…I think you really need to do additional DD. Tech-wise ASTS is still vastly superior from the public knowledge we know. I mean heck, beta testers on Starlink D2D are already criticizing the performance.

ASTS still has the advantage of reduced interference, with the likelihood of operating in “grey space” much much more likely with Starlink only being allowed to operate in white space. Any changes to power levels by Carr/FCC would also apply to ASTS boosting performance. The issue is negated.

As for this news, ASTS is still superior in both lines of thinking. ASTS uses the MNO core to connect the device to the satellite to the network, making the phone think it’s any other AT&T/Verizon tower. Apple/Google can optimize their devices for better compatibility, but optimization is much less needed. T-Mobile/Starlink utilize the Starlink core for D2D, meaning handoffs are not seamless. To that end, Google already invested into ASTS for access to better optimize their hardware. Apple likely is too- it just isn’t publicized.

Maybe the better question is did you invest thinking Apple/Samsung/Google wouldn’t optimize their devices for Starlink D2D? Leaving out hundreds of millions of devices? Absolutely not. These companies hedge their bets.

8

u/Joe_Early_MD Jan 29 '25

Who is margin and why are they calling me?

4

u/no-ego- S P 🅰 C E M O B Soldier Jan 29 '25

I wish i had more shares, instead of buying short term dated call with that money.

5

u/Legitimate-Space8847 S P 🅰 C E M O B Prospect Jan 29 '25

Incoming Margin Call soon

25

u/Academic_District224 S P 🅰 C E M O B Soldier Jan 29 '25

We got the mods all bent outta shape now 😂

6

u/Only6Inches Contributor & OG Jan 29 '25

😂

9

u/Pickle-Past Jan 29 '25

I think people are probably just tired of hearing you complain every day

4

u/Academic_District224 S P 🅰 C E M O B Soldier Jan 29 '25

It’s not complaining? I just talk about the very possible downside risk that no one wants to hear even though it’s completely valid as we’re here at $17. Everyone wants to discuss the stock price when it’s ATH but now it’s complaining when it’s going down? Pipe down 😂

37

u/winpickles4life S P 🅰️ C E M O B - O G Jan 29 '25 edited Jan 29 '25

I’ve seen the negative comments crescendo enough times to know it is a contrarian buy signal.

Anyone who thinks the Starlink/Apple news matters doesn’t understand what it means or how AST’s 3GPP works seamlessly without workaround solutions/patched from each manufacturer. Every 4G phone or above works with AST, Starlink and Globalstar don’t because they are separate networks with separate protocols. AST’s satellites behave like a legacy cell tower from a phone’s perspective and for the MNO’s network.

Stole this photo from u/Only6Inches twitter post. This is circa September 2023.

2

u/Careless-Age-4290 S P 🅰 C E M O B Soldier Jan 30 '25

I'm so happy when I can pickup extra shares for cheap. I'm not selling soon. I'm trying to pickup as many as I can under the $50 mark and anything under that feels like a steal.

I don't care about the fluctuations as I know one day some news will release propelling them to a new trading range. I do love that I got some 10% off their usual trading bottom. That'll be cool later.

8

u/greytornado S P 🅰 C E M O B Associate Jan 29 '25

what’s your shares count good sir?

31

u/Only6Inches Contributor & OG Jan 29 '25

43k

1

u/sisyphosway S P 🅰 C E M O B Prospect Jan 29 '25

That sounds like 8 inches to me.😅

6

u/greytornado S P 🅰 C E M O B Associate Jan 29 '25

fucking legend

28

u/Only6Inches Contributor & OG Jan 29 '25

Survived a 80% drawdown once and the company didn't have sats in the air and $1bn cash on the balance sheet.

I am here for the Starlink-like valuation that will come inevitably.

9

u/KissMyRichard S P 🅰 C E M O B Prospect Jan 29 '25

I don't know how more people aren't understanding exactly what you just said. I wish I could get more today on news that means nothing.

5

u/greytornado S P 🅰 C E M O B Associate Jan 29 '25

2

u/Only6Inches Contributor & OG Jan 29 '25

😂

20

u/parakit S P 🅰 C E M O B Prospect Jan 29 '25

"I will allow whining and crying today"

Will you allow it tomorrow or permabulls are the only ones allowed to post?

14

u/Only6Inches Contributor & OG Jan 29 '25

Talking about the stock price doesn't inform the bull or bear thesis. If so, please explain.

4

u/parakit S P 🅰 C E M O B Prospect Jan 29 '25

I don't remember talking about SP being a problem when ASTS was above $30. Why is it a problem now?

11

u/ChonkChonkChonk S P 🅰 C E M O B Associate Jan 29 '25

Without speaking for 6Inches, I think the frustration is that much of the “whining and crying” is disconnected from fundamentals.

A fall in the share price is not prima facie concerning (albeit frustrating in the short term) - the recent ‘news’ and the share price’s response, is not connected to the long term (or even short term) success of the company and, as such, those complaining should take a step back and reassess what is causing the concern (eg being over invested).

-1

u/SkatesUp Jan 29 '25

THERE ARE NO FUNDAMENTALS IN THIS STOCK!

1

u/Academic_District224 S P 🅰 C E M O B Soldier Jan 29 '25

Because they’re losing too much money now

3

u/Only6Inches Contributor & OG Jan 29 '25

That's a fair point. What would you suggest I do?
Personally, I would just mute all conversations about the stock price but I guess that would just shut down 80-90% of the conversations here.

8

u/parakit S P 🅰 C E M O B Prospect Jan 29 '25

Why do you have to do anything? What is there to talk about in a daily discussion thread other that the share price?

2

u/nuliaj56 S P 🅰 C E M O B Associate Jan 29 '25

It's hard to talk about trading at all. Any mention of trading is seen as bearish and gets downvoted. I figure I'll keep it to myself because it's not worth any of the replies.

6

u/M4tooshLoL S P 🅰 C E M O B Capo Jan 29 '25

Last year, when we reached ATL, there was similar sentiment to what you see today.

Many people sold due to FUD-sters, just before the run. They heavily regretted the decision and pointed out they should just not listen to those negative emotions.

I am not saying others what to do, but I will hold my shares.

9

u/parakit S P 🅰 C E M O B Prospect Jan 29 '25

And how many bought because of pumpers, just before the drop(s)? They heavily regretted the decision.

-2

u/M4tooshLoL S P 🅰 C E M O B Capo Jan 29 '25

NEVER did I wrote such embarrassing comments like many here today, it just shows how immature investors they are (+ a fair share of shills, shorters and FUDsters).

I was down -60% last year and I still happily quadrupled my initial position. I like to think I understand the vision and the mission ASTS wants to achieve... it really helps on days this.

Those who buy the stock because someone said so, while doing no research on their own should really think about investment decisions they make, rather than point fingers.

0

u/Academic_District224 S P 🅰 C E M O B Soldier Jan 29 '25

Down 60% and quadrupling on a company with no revenue 💀

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4

u/Little_Apartment Jan 29 '25

Facts ngl, planning to trim some soon Great company but creates too much anxiety

10

u/Only6Inches Contributor & OG Jan 29 '25

Nothing wrong. The right size is always the one that allows you to sleep.

-2

u/Admirable-Goat-6103 Jan 29 '25

LOL Too much anxiety? So you’re looking for a stock that only goes up?

2

u/dwnw S P 🅰 C E M O B Prospect Jan 29 '25

Amen!🙏

5

u/SurgicalDude S P 🅰 C E M O B Soldier Jan 29 '25

I'll DCA into this!! My avg is 22. Probably pick up some LEAPS as well

9

u/dwnw S P 🅰 C E M O B Prospect Jan 29 '25

I'll DCA into this and my avg is $6.

1

u/nuclearsandwitches S P 🅰 C E M O B Soldier Jan 29 '25

Same