Chit Chat Stocks They Pitched Tesla and Nintendo In 2018. Now, They Are Bullish On AST SpaceMobile Stock (Ticker: ASTS)
Jun 4, 2025
Ryan O'Connor and Toan discuss their bullish outlook on AST SpaceMobile, a unique satellite internet venture targeting global connectivity. They explore AST's groundbreaking technology and its potential to transform connectivity, especially for first responders. The conversation covers competitive advantages over traditional telecoms and strategic partnerships, as well as the demand for reliable service during emergencies. Additionally, they analyze market opportunities and the evolving economics behind satellite investments, all while recognizing skepticism surrounding this innovative approach.
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AST's Game-Changing Vision
- AST Space Mobile aims to connect unconnected areas globally with direct 5G connectivity to regular cell phones.
- They are pioneering a key enabling technology impacting defense, consumer markets, and beyond.
How Toan Found AST
- Toan discovered AST by recognizing falling launch costs due to SpaceX and others, which upended satellite economics.
- AST avoids past satellite business pitfalls by placing large antennas in space to serve regular cell phones.
AST's Technology and Moat
- AST's huge antennas enable direct-to-cellphone 5G unlike Starlink's smaller arrays needing dishes.
- The scarce direct-to-device spectrum and partnerships create a strong moat likely resulting in a duopoly with Starlink.
