Viasat looks attractive because its earlier selloff showed textbook accumulation alongside inefficient selling. The stock was 25% below its swing high after about 100 days when that pattern was flagged; the bullish view still favors adding. x.com 

Viasat could be a takeover target for its roughly 68MHz of scarce global L-band spectrum after Rocket Lab's Iridium deal began a revaluation of space-communications firms. The spectrum suits direct-to-device, IoT and military use, which SpaceX and Amazon need. Viasat is far larger and more indebted than Iridium, so a partial sale or alliance is likelier than a full buyout. Odds are about 40-50% for SpaceX and 20-30% for Amazon, low near term; Barclays and Barron's speculation drove the rally. … Show more

The EU's planned split of expiring 2 GHz S-band rights among new uses leaves Viasat at high risk of getting nothing. Its current 15+15 MHz allocation expires in May 2027; one 10+10 MHz block is expected for IRIS2, another for a European carrier venture working with AST SpaceMobile, and the open block is likelier to go to SpaceX despite political concerns. No future awards have been made. x.com  x.com 

Viasat's spectrum makes it either a buyer or a target as satellite consolidation spotlights spectrum, with Rocket Lab buying Iridium for $8 billion and a bigger SpaceX looming. It is forming Equitas with Space42, a shared L- and S-band venture targeting 2029 service while it keeps its spectrum rights. Survival, not growth, drove the re-rating, with a record $4.1B backlog and nearly $600M of annual free cash flow. Oppenheimer's $140 target rests largely on spectrum. Sentiment: cautiously bullish. … Show more

AST SpaceMobile's D2D prospects weaken as telcos look to Amazon and Ligado may give up spectrum. Telcos see Amazon as their most realistic potential savior, though their JV seems poised to sign MOUs with both. People consulted expect Amazon to buy Viasat mainly for international spectrum; US capacity and timing remain uncertain. AST's payments do not cover Ligado's Viasat dues, so Ligado may settle with the US for auction credits and surrender spectrum rights, leaving AST stranded. x.com 

Amazon's $90-a-share buyout of Globalstar shows big tech would rather buy established, mission-critical constellations than build them, backing the case that Iridium's global L-band spectrum is a trophy asset to be priced for M&A, not just cash flow. With Globalstar off the board, Iridium's re-rating continues. x.com 

Amazon's Leo network and Globalstar's spectrum could be the most underpriced option inside its stock if the Starlink rival works. While attention focuses on AWS capex, Amazon is building Leo; StockSavvyShay says initial service is on track for year-end and the Globalstar acquisition is planned. x.com 

AST SpaceMobile faces growing satellite-cellular competition beyond Starlink Mobile, which, per Starlink, agreed to acquire a nationwide US low-band spectrum portfolio. A later 5,105-satellite direct-to-cell system from Amazon tied to Globalstar is also a threat. AST's best chance is giving AT&T, Verizon and T-Mobile a fighting chance against them; that reliable Starlink Mobile service is a long way off doesn't matter. x.com  x.com  x.com  x.com 

Iridium's L-band spectrum, PNT and acquired Aireon still have substantial value, despite stalled growth and rising leverage. Third-quarter revenue rose 8% to $245.7 million and subscribers grew 6%; reported net income nearly tripled to $106.9 million, with the attached results attributing much of that gain to the Aireon acquisition. x.com 

Entravision's 47 TV stations hold spectrum that could be worth $0.6-$1B, which SpaceX will almost certainly need. In the 2017 FCC auction it got $260M for just four stations at about $1 per MHz-POP, and Sinclair's CEO thinks that spectrum is now worth $2.5. Its TV spectrum also reaches indoors far better than the EchoStar spectrum SpaceX now uses for direct-to-phone service. Q2 ad revenue rose 260%, though guidance for a sequential Q3 decline on ad-customer variability hit the shares. x.com  … Show more