I've been looking into the Spa

I've been looking into the SpaceX IPO chatter. It's interesting how little people actually know about the space business. Many just shout "overvalued!" or only talk about Starlink, with almost no discussion on the competitive landscape.

The launch business of $Rocket Lab USA, Inc.(RKLB)$ seems barely noticed. Blue Origin? It only gets remembered after that explosion.

$AST SpaceMobile, Inc.(ASTS)$ stands out to me. They're already positioned in Direct-to-Device even before launching the service. That one looks interesting long-term.

I'm not sure how the IPO will play out next week, but my conviction in $AST SpaceMobile, Inc.(ASTS)$ just went up.

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Comments

麥卡倫 18
06-08 22:05
麥卡倫 18
I agree with you but I jumped in too early

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It's interesting how little people actually know about the space business. Many just shout \"overvalued!\" or only talk about Starlink, with almost no discussion on the competitive landscape.\nThe launch business of <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> seems barely noticed. Blue Origin? It only gets remembered after that explosion.\n<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$&nbsp;</a> stands out to me. They're already positioned in Direct-to-Device even before launching the service. That one looks interesting long-term.\nI'm not sure how the IPO will play out next week, but my conviction in <a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$&nbsp;</a> just went up.\n<img src=\"https://community-static.tradeup.com/news/55d184bcab734a4aa6d173076a8d3982\" tg-width=\"1919\" tg-height=\"1080\"></body></html>","htmlText":"<html><head></head><body>I've been looking into the SpaceX IPO chatter. It's interesting how little people actually know about the space business. Many just shout \"overvalued!\" or only talk about Starlink, with almost no discussion on the competitive landscape.\nThe launch business of <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> seems barely noticed. Blue Origin? It only gets remembered after that explosion.\n<a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$&nbsp;</a> stands out to me. They're already positioned in Direct-to-Device even before launching the service. That one looks interesting long-term.\nI'm not sure how the IPO will play out next week, but my conviction in <a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$&nbsp;</a> just went up.\n<img src=\"https://community-static.tradeup.com/news/55d184bcab734a4aa6d173076a8d3982\" tg-width=\"1919\" tg-height=\"1080\"></body></html>","text":"I've been looking into the SpaceX IPO chatter. It's interesting how little people actually know about the space business. Many just shout \"overvalued!\" or only talk about Starlink, with almost no discussion on the competitive landscape. The launch business of $Rocket Lab USA, Inc.(RKLB)$ seems barely noticed. Blue Origin? It only gets remembered after that explosion. $AST SpaceMobile, Inc.(ASTS)$ stands out to me. They're already positioned in Direct-to-Device even before launching the service. That one looks interesting long-term. 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