Jun. 8 at 12:41 PM
$ASTS
This isn’t hype — it’s smart money positioning early.
Hennessy Funds called it a “nascent compounder” with multi-billion-dollar IP. American Tower didn’t just invest — they took a board seat. AT&T, Google, Vodafone, and Verizon are already in.
ASTS is building the only global satellite broadband network that connects directly to unmodified smartphones. No towers. No base stations. No hardware.
The
$42B BEAD broadband fund is finally deploying, and satellite is now prioritized. It fits the mission perfectly: fast, scalable, and cost-efficient coverage for rural areas.
Now there’s real chatter about government contracts shifting away from SpaceX. It is positioned to take that lane — not just as a commercial play, but as a national defense solution.
The market hasn’t priced it yet. But institutions are already there. This isn’t just another smallcap. It’s a category builder in motion.
$PLTR $RKLB $TSLA $IRDM
