On this episode of Chit Chat Stocks, we speak with Ryan O'Connor of Crossroads Capital and Toan from 10West Advisors on AST SpaceMobile Stock (ticker: ASTS).

Toan pitched Tesla in 2018, and Ryan pitched Nintendo. Both stocks have crushed the market from then until today. Since both are sharp investors, we wanted to bring them back on to get their perspectives on why they are so bullish on a pre-revenue satellite internet company. What is so special about AST SpaceMobile?

The episode did not disappoint. We discuss:

(04:00) Understanding AST's Vision and Technology

(07:13) Identifying Market Opportunities and Historical Context

(09:59) Technological Differentiation and Competitive Landscape

(12:15) Addressable Market and Potential Applications

(15:09) Concerns and Viability of Technology

(17:44) First Responder Market and Emergency Connectivity

(33:23) The Financial Landscape of First Responders' Connectivity

(35:19) Demand Dynamics and Strategic Partnerships

(37:44) Consumer Demand and Coverage Challenges

(41:02) The Business Model and Consumer Engagement

(44:26) Satellite Economics and Operational Viability

(48:22) Skepticism and the Future of AST

(50:53) Valuation Challenges and Pre-Mortem Considerations

Crossroads Capital: https://www.crossroadscap.io/

10West Advisors: https://www.10westadvisors.com/

*****************************************************

JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

https://www.interactivebrokers.com/

Interactive Brokers is a member of SIPC.

*********************************************************************

FinChat.io is the complete stock research platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat

*********************************************************************

Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.

To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The New Tariff Era: Global Supply Chains Under Pressure