SpaceX's competitive threat makes AST SpaceMobile less attractive at these levels than SpaceX and Rocket Lab. AST SpaceMobile's weekly chart shows a downtrend and strong outflows, though the stock is near marked support. x.com 

Investors rotating into cheaper stocks with more upside should ultimately benefit Rocket Lab and AST SpaceMobile. Both have already suffered major drawdowns. x.com 

AST SpaceMobile's selloff on SpaceX news looks excessive because the satellite-connectivity market could support multiple winners; AST need not be close to SpaceX to have a place. A further fall would make the opportunity more interesting, and AST would probably be the pick over SpaceX. x.com  x.com  x.com 

AST SpaceMobile's latest quarter shows how far it remains from making money, a very different result from Rocket Lab's. Per @StockSavvyShay, AST's Q1 revenue was $15M versus $37M expected and EPS was -$0.66 versus -$0.20, with 2026 revenue guidance of $175M below estimates, though it holds $3.5B in cash and targets 45 satellites by end-2026. x.com 

The orbital economy is far too large for only SpaceX to win, making space stocks the easiest 100x opportunity yet. By 2050-2070, every business on Earth could have a counterpart in space; some public companies may fail, but the few winners could create enormous wealth. The easy money is over, so AST SpaceMobile, Firefly Aerospace, Rocket Lab, Planet Labs, Intuitive Machines, MDA Space and SpaceX belong in a separate retirement account that is never traded, not a price-action trade. x.com 

AST SpaceMobile looks attractive in the $40s despite SpaceX paying $8B for Grain spectrum, a price AST could not match. The stock appears to be pricing in near-complete pessimism, including an anticipated delay of beta service into early 2027. SpaceX's aggressive approach to mobile carriers may favor AST, but carriers continuing to brush it off would break the thesis. SpaceX was the likelier bidder, though AST had reasons for optimism. x.com  x.com 

Listed space stocks such as Satellogic, BlackSky, Voyager, Redwire, Intuitive Machines, Planet Labs, AST SpaceMobile and Rocket Lab are the plays ahead of the SpaceX IPO. AST SpaceMobile and Rocket Lab are favorites and still look healthy on the charts despite recent pullbacks. @sunxliao notes the group ranges from about $0.7B to $39B in market cap versus a roughly $1.75 trillion SpaceX IPO valuation, a gap he expects to deliver big returns in coming months. x.com 

Proposed FCC rules to more than double SCS spectrum are wildly bullish for AST SpaceMobile and SpaceX, the only two SCS license holders. AST trades below the value of its Ligado rights; its agreed deal has almost no chance of FCC blockage despite objections. AST could return to its highs sooner rather than later if the November 9 call clarifies production and Blue Origin keeps moving New Glenn toward the pad. New Glenn is the value unlock. x.com  x.com  x.com  x.com 

Space stocks could regain high-beta flows as SpaceX lockups end and a probable late-November Anthropic IPO threatens AI stocks, much as SpaceX's IPO hurt space names. Hedge funds are overexposed to the Magnificent Seven and underexposed or max short low-quality high beta; falling rates and toppy oil could make the rotation painful for them through 2027. AST SpaceMobile could benefit as intermittent service triggers agreements and Blue Origin possibly returns to the pad in six weeks. x.com  x.com 

Rocket Lab and AST SpaceMobile are not buys because their sales multiples are too high, even after the selloff. Rocket Lab trades at 30x sales after a 14% drawdown, while AST SpaceMobile trades at 138x sales. x.com