Apr. 20 at 2:58 AM
To all
$ASTS investors — no need to panic. The broader thesis remains intact. AST SpaceMobile has built a strong global foundation, with 50+ mobile network operator (MNO) agreements covering nearly 3 billion subscribers. On top of that, several key partners are not just collaborators but also strategic investors, reinforcing long-term alignment.
Concerns about
$AMZN and its Globalstar move are understandable, but AST’s competitive moat is not easily replicated. It’s built on multiple layers: a portfolio of 3,800+ patents, extensive MNO partnerships worldwide, and access to licensed spectrum. These aren’t advantages that can be quickly recreated, even by large players.
Short-term volatility is part of the game, but structurally, the story remains compelling.
