ASTS#261
Thesis
ASTS launching BlueBird 8,9,10 on SpaceX Falcon 9 June 17. 2x faster peak speeds, voice/data/video direct to phone.
🐂 Bull Case
- Revenue growing 1952% YoY — fundamental momentum intact
- Strong gross margins at 45% — pricing power and efficiency
- Weinstein Stage 2 — advancing phase
- Golden cross formation: price $89.8 > SMA50 $88.7 > SMA200 $79.2
🐻 Bear Case
- High debt-to-equity of 112 — leverage risk
🚫 Invalidation
Close below $79.2 (SMA200) on above-average volume
Break Conditions
- Close below $79.2 (SMA200) on above-average volume
- Earnings miss >10% on revenue with declining forward guidance
Price Tracking
| Label | Ticker | Price | Recorded |
|---|---|---|---|
| t+3d | ASTS | $95.26 | 2026-06-11 18:36:15 |
Metadata
T0 Price: $89.81
Created: 2026-06-09 18:33:41
Scored: 2026-06-09T18:35:20.070662+00:00
Updated: 2026-06-11T18:36:15.713791+00:00