It is wild that you are able to buy $ASTS under $103
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Richie Frosh
521 posts
Richie Frosh
@fros24470
i tried crypto, i tried stocks. i cried in crypto but smiled in stocks.
Katılım Ocak 2024
108 Takip Edilen107 Takipçiler
@TheLongInvest it's even crazier that you can get $xmax for under $10
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Richie Frosh retweetledi
I bought a new stock today.
I first bought this stock around $25 and sold it about a month later when it had nearly doubled.
The only reason I sold was because I wanted to run a very concentrated portfolio. I made that decision around mid-2025, and since then my portfolio has grown significantly as my other highest-conviction positions have worked out very well.
Even after selling, I've always continued to follow the company closely. Over time, my conviction has only increased. With the market beginning to appreciate the value of space-based communications infrastructure, and especially in light of how private space companies are being valued (SpaceX), I believe this company remains significantly undervalued.
So today, I bought back in at $83.
That stock is $ASTS.
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$ASTS
It’s been fun reading the comments from the peanut gallery skeptics and consultants today.
You’d think they would be silent but they still yapping.
We go higher, much higher.💪
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@endless_frank the future is looking good for space related stocks.
$xmax $asts $spcx are on fireeee
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$ASTS Not sure who needs to hear this but a year ago Space X was worth 400 billion.
Now it’s worth 2.6T. What did Space X do in the last 12 months that added 2.2T to its market cap? Other than it’s 50% growth YoY and some acquisitions of profitless companies not much. 400b to 800b wouldn’t stick out to me, but 400b to 2.6T?
Then consider if mobile is one of their stated largest opportunities, why didn’t other mobile focused companies like AST Spacemobile who Chairman Carr named as one of the 3 main companies building out satellite broadband D2D get marked up too, or is it about to happen?
Persistence.
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@MrMikeInvesting i will buy some shares and also get shares of stocks in the space ecosystem like $ASTS $XMAX
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There is one stock that everyone needs to buy.
That is $SPCX on any substantial market pullback.
Buy at $150
Buy more at $100
& finally buy even more at $80
SpaceX will be a $800-$1,000 stock within 2-3 years.
Looking back, many will regret missing this obvious opportunity…
Kalshi@Kalshi
JUST IN: Elon Musk says SpaceX could reach $1 trillion revenue in 2030
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@TheValueTrade i won't like... people would fono into $RKTC and $XMAX as well
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Watch FOMO kick in very soon for -
$EOSE
$GRRR
$IREN
$ASTS
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Name a stock under $50 that you think is heavily undervalued right now.
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Richie Frosh retweetledi
@SpacBobby you can't mention space companies without mentioning $XMAX
SpaceX/AI company
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5 Space companies I believe are a good opportunity to own now during the recent sell-off:
$ASTS - First space based mobile broadband network with applications across 5G, radar, sensing, IoT, navigation, defense, AI compute. ✅
$RKLB - End to end space company encompassing launch, payloads, radio, solar and infrastructure builds. ✅
$MDA - Provides the infrastructure/expertise for space exploration and satellite communications. Serves nearly every sector of the expanding space economy. ✅
$PL - Designs, builds and operates one of the largest fleets of Earth observation satellites serving defence, AI, gov’t, energy, tech sectors. ✅
$KRMN - Provides advanced systems for next generation propulsion and shielding applications for deep sea/defense/space sectors. ✅
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$HOOD can 2X
$SOFI can 3X
$IREN can 3X
$ABCL can 4X
$OSCR can 5X
$HIMS can 5X
$ONDS can 10X
$ASTS can 10X
SPACE CAN 10X
All you have to do is hold
Anything else?
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$ASTS coming
$RKLB ✅
$NBIS ✅
$IREN coming
$USAR ✅
$HOOD ✅
$ONDS coming
I rarely miss
Also:
$OUST to $59
$AMPX to $30
$KRKNF to $10
Retail Tanjiro@CyberCabDavid
$ASTS to $160 $RKLB to $120 $NBIS to $200 $IREN to $100 $USAR to $30 $ONDS to $20 $HOOD to $100
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Large caps provide safety. Small caps provide opportunity.
$XMAX fits the second category.
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@SpacBobby That's exactly where I see the value in $XMAX.
Everyone is debating multiples on the obvious names while ignoring a small cap with an emerging AI infrastructure business and indirect SpaceX/xAI exposure.
Feels like one the market hasn't fully priced in yet.
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Richie Frosh retweetledi
So where do you see the value here? 😎
$ASTS: Trading at 11x 2029 net income (156% 3-year rev CAGR)
$RKLB: Trading at 80x 2029 net income (30% 3-year rev CAGR)
$PL: Trading at 105x 2029 net income (25% 3-year rev CAGR)
$SPCX: Trading at 120x 2029 net income (67% 3-year rev CAGR)
I get Musk companies deserve a premium but at some point, it's hard not to ignore the other names in the sector.
Shay Boloor@StockSavvyShay
HOW THE SPACE BIG 4 STACK UP 1. $SPCX (The Backbone of Orbit) • 3-year revenue CAGR 67% trading at 120x 2029 net income • Handles ~90% of global payload mass to orbit with 10.3M Starlink subscribers across 160+ countries 2. $RKLB (Vertically Integrated Defense Prime) • 3-year revenue CAGR 30% trading at 80x 2029 net income • Second-most-launched US rocket operator with 50+ successful Electron flights & $2.2B contracted backlog 3. $ASTS (Tower in the Sky) • 3-year revenue CAGR 156% trading at 11x 2029 net income • Nearly 60 MNO partners covering 3B+ subscribers targeting ~45 BlueBird satellites in orbit by EOY 4. $PL (Eyes From Above) • 3-year revenue CAGR 25% trading at 105x 2029 net income • Daily imaging of Earth's entire landmass with a $900M backlog & 116% net dollar retention
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@JoshTradeOption i'm thinking of getting $SPCX just because
then i'm also holding $XMAX $ASTS cuz the space ecosystem is the future
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@wave3trades you know i'm heavy on the space ecosystem 😅
i would go with space.. not forgetting $XMAX as well
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Richie Frosh retweetledi
Pick a portfolio that could 5x over the next few years
A) SPACE
$SPCX
$ASTS
$RKLB
B) DRONES
$ONDS
$AVAV
$KTOS
C) OPTICS
$AAOI
$CRDO
$CIEN
D) MEMORY
$SNDK
$MU
$WDC
E) HEALTHCARE
$OSCR
$UNH
$HIMS
F) CHIPS
$NVDA
$AMD
$TSM
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