Hero Investor

I believe $ASTS will have 3B subscribers by end of 2028 after it is done launching a total of 90 satellites for 24/7 continuous coverage. Assumptions: - $3/month ARPU - 30x P/S - 3B subscribers That gives a market cap of $3.24 trillion That is about 114x from here or $8350/ share Bookmark this.

@aimee_ericksen $RKLB

Quality companies that are down 40% (or more) from their highs. $TE $IREN $HIMS $ASTS $ORCL $ONDS Bonus: $BTC Which one would you add to the list?

Stocks I’m not crazy about: $SKHY $HIMS $SOFI $OPEN $SPCX (good company) $UBER $CELH $ENPH $GME $MSTR Let me know what else I should add to this list?

Is there a stock at all-time lows that you believe has a chance of surging?

$BE about to explode, solving the #1 AI bottleneck: Bloom Energy is a clear AI infrastructure winner with hyper-growth revenue, massive backlog expansion, and excellent forward visibility. This positions $BE as one of the higher-conviction plays in the energy/AI theme. 1. Revenue Growth (Explosive Acceleration) Q1 2026: $751M → +130% YoY (Product revenue +208%). 2025 Full Year: $2.02B → +37% YoY. TTM Revenue (Q1 2026): ~$2.45B → +56.5% YoY. 2026 Guidance: $3.4B–$3.8B (~80% YoY growth at midpoint, raised upward). Driver: AI data center power demand (onsite fuel cells). 2. Backlog Growth (Very Strong Visibility) Product Backlog (end-2025): ~$6B → ~2.5x / +140% YoY. Total Backlog: ~$20B (product + service). Revenue-to-Backlog Ratio:Product: ~3.0x 2025 revenue. Total: ~10x 2025 revenue. 3. Strategic Positioning Major Brookfield partnership expanded to $25B for AI power projects. Fuel cells solve the #1 AI bottleneck (fast, reliable behind-the-meter power).

@redrum_2001 see my pinned post

RESEARCH SHOWS 66% OF SUBSCRIBERS ARE WILLING TO PAY EXTRA FOR SATELLITE CONNECTIVITY 🤯 Let's make a calculation on how much revenue this would generate to $ASTS if this turns out to be true. On average, those who pay for $ASTS service would pay ~$8 per month. AST has - and I quote - "Agreements with ~50 mobile network operators globally, which have nearly 3.0 billion existing subscribers globally". Let's assume they all sign DA:s. So, 66% out of 3.0 billion is 1.98 billion 👀 That's 1.98 billion subscribers who pay an average of $8 per month, AST gets haft of that - $4 per month. Let's put that into my "AST SpaceMobile Valuation Model", and assume zero revenue from governmental and defense applications and a 30x multiple. Share price: $7975 🚀 gryden.se/asts/index.php…

What rate of return is acceptable?

@deepvaluedude That would be perfect for call options!

$RKLB headed to the $60 range this week folks.

@TheFinWise No way

@heroinvstr Como mucho le doy un x5 o x10

I believe $ASTS will have 3B subscribers by end of 2028 after it is done launching a total of 90 satellites for 24/7 continuous coverage. Assumptions: - $3/month ARPU - 30x P/S - 3B subscribers That gives a market cap of $3.24 trillion That is about 114x from here or $8350/ share Bookmark this.

Here’s some old math on $ASTS

If you took my advice from this tweet in 2024 here’s how you would’ve done: • $TSLA: +16.03% • $PLTR: +78.68% • $CAVA: -49.11% • $ARM: +130.37% • $RKLB: +252.19% • $QUBT: +40.36% • $ACHR: -29.93% • $SMR: -63.65% • $ASTS: +220.03% • $MSTR: -74.66% Equal-weighted average ROI: +52.03%

@Sam_Badawi Unbelievable

@Sam_Badawi @fiscal_ai Where’s the rev growth

$ENPH was down 96% from its highs in 2017 before reaching new all-time highs just two years later. The stock bottomed in 2025 after a 91% drawdown from its recent highs. Could we be just one year away from new all-time highs? That would imply a 8x move from today's price.

@fksickindianf lol 😂 stfu

@heroinvstr U should all in!!! Not only all in and use all margin…

@Edu4rdo26 Yeah that was me like 2 days ago

@heroinvstr Yeah i am a bull, but no shot ASTS reaches 3T market cup in 2-3 years lmao

@RUNotLimotained I agree maybe multiple is higher and subs lower

@heroinvstr Are you making a new SPAC deck? Take this pie in the sky analysis, divide by 10. That share price could realistically happen in 2028 with a larger multiple.

@AdityaInvests90 Please see pinned post in my profile

@heroinvstr Why so?

Can someone tell me what the next $SNDK is?

@SiliconSauna No just starlink implied ps via grok

@heroinvstr You mean $spcx. Which have other businesses also. Don’t get me wrong, i’m bullish on $asts

@matt01352890881 Continuous coverage, no dead zones or dead spots, carriers will integrate the adds ons into their plans it’s relatively low cost esp in developed countries and middle income countries. Not to mention by 2028 the TAM might increase as more MNO partners hop on board

@heroinvstr So you're assuming every MNO / user ends up going with ASTS? Why?

@SiliconSauna Much lower than starlink which is around 110 P/S

@heroinvstr 30x p/s 🤠 pretty bold.