I lean bearish on $ASTS here.
$SPCX 's move makes me more cautious about AST's future pricing power and leaves less room for delays.
The bullish argument from this: mobile carriers may back AST more aggressively if Starlink goes after their customers. This could definitely play out.
AST can still succeed but the competition is getting stronger now.
$SPCX 's move makes me more cautious about AST's future pricing power and leaves less room for delays.
The bullish argument from this: mobile carriers may back AST more aggressively if Starlink goes after their customers. This could definitely play out.
AST can still succeed but the competition is getting stronger now.