AST SpaceMobile ASTSRISKYJul 01, 2026Stock price when the opinion was issued
As of Jul 02, 2026. Market Open.
One of the most promising satellite competitors to SPCX. In very early innings, as it's in the process of launching first satellite. Unique because it's large compared to anything out there. The thesis of data centres in space could really tie in nicely to its business model. Benefit of space is the uninterrupted energy supply. GOOG is an investor.
A great spec that he thinks will make money in two years.