ASTS - AST SpaceMobile Inc.

AST SpaceMobile is mentioned as a company inside RBX trying to bring satellite-based cellular service, meaning cell phones connecting directly with space. The host acknowledges uncertainty about its success but notes it represents a huge vision that Wall Street rewards.

ASTS is the only publicly traded Starlink competitor with direct-to-cell satellite technology. It has a mid-June launch catalyst (three Block 2 Bluebirds on Falcon 9) that hits before the SpaceX IPO prices, creating a piggyback momentum opportunity. The stock is already moving (up 10% Friday, 6% Tuesday pre-market). Ross plans to buy aggressively once a high tight flag consolidation pattern forms. Customers include AT&T, Verizon, and Vodafone. The company has $3.5B in cash and plans 45 satellites by year-end.

Mentioned as a comp at $4.1B market cap and 349x price-to-sales ratio to illustrate the valuation gap with Momentus. No explicit buy/sell recommendation, used purely for comparison.

Previously recommended pick that is up 65.74% since the last video. Direct-to-cell satellite competitor to Starlink, benefits from sector rerating.

AST SpaceMobile is building cellular towers in space that connect directly to smartphones, with active satellites already in orbit and partnerships with AT&T, Verizon, and Vodafone. The host considers $74 an early position before the SpaceX IPO validates the sector and attracts institutional capital.

AST SpaceMobile is highlighted as a top holding in both UFO and MARS ETFs. The host describes its innovative approach of turning satellites into cell towers from space, calling it interesting and positioning it within the space communication layer thesis.

Mentioned as a holding in the MARS ETF. Described as trying to turn satellites into cell phone towers from space, enabling global communication from orbit.

Building space-based cellular broadband network working with standard smartphones. Revenue exploded 1,500% from $4.4M to $20.9M. Guiding $150M-$200M for 2026 with $1.2B contracted revenue. AT&T, Verizon, Vodafone, Orange, Telus all signed up. Very clean narrative.

Building a space-based cellular network connecting directly to standard smartphones — a potentially transformative technology. Has $4B cash, expects revenue to at least double in 2026, plans 60 satellites in orbit by end of year, and has partnerships with major telecom companies. Described as one of the most explosive companies in the space sector.

AST SpaceMobile is building a satellite network that allows standard unmodified smartphones to connect directly to satellites for 4G/5G broadband, eliminating dead zones globally. It has partnerships with over 50 mobile network operators representing ~3 billion subscribers, strategic relationships with American Tower and Google, and holds over 3,800 patents. The host calls it the most audacious bet on the list.