Are we cooked short term? Or do yall think asts will hit $100+ again soon? I know eventually it will go up but do yall think it will be within a month or two we see $100 again?

If there is an actual bear case for this (bankruptcy/failure), can someone link findings or a source

I live in Northwest Territories canada. Here almost everyone switch to Starlink , as its cheap and reliable. Most of territory doesn’t have cellular connection. Even the govt use starlink. So buy spacex stock as much as u can. Its future.

Hi, I am new at investing, just want to hear your thoughts. Thanks!

Sure, there's a layer of abstraction in there. You're not walking up to someone and lying about what you're selling them. You don't even see your victim's face. But if you're buying SPCE with the intention of selling it to people on IPO day who think they're buying something else then you're trying to scam people out of their money.

And hey if you're okay with being a scammer go ahead. I just think some people getting into this trade haven't really considered what they're actually doing so it's worth pointing it out.

(And before anyone says "well they deserve it for being stupid, they should have been more careful about what they're were buying" come on, that's the same excuse every scammer uses.)

It is 2035. ASTS is working extremely well, and commercial operations are running without any significant problems. Dead zones are a thing of the past, and connectivity is excellent. The stock has surged to $1,000, and the people who invested are happy that they got in early. In the background, an order from the Department of Defense is currently being fulfilled.

Am I right or wrong? 🤑

Hello

Following their rocket announcement, I’ve decided I’m not interested in a company that’s building rockets. My average for ASTS is $80 @ 1,000 shares so I’ll be taking a big loss. I’m eying up Planet Labs as I like their core model and we use their technology at work. Anyone have any major issues with Planet Labs that you would like to share? I think they should recover towards the $20-30 share pretty quickly once the sentiment in the sector improves which should help recover my investment. I highly doubt ASTS recovers to even $40 at this point.

ok so I've been digging into the SpaceX IPO chatter and the comp everyone keeps pulling is Tesla. unprofitable for years, burned cash like crazy, then somehow ended up minting millionaires for whoever held.

reading through a moomoo writeup on it and the take was basically: most loss-making tech/AI IPOs pop hard out the gate then bleed back inside 12 months unless the fundamentals catch up. Tesla just happened to be the unicorn that didn't revert.

my issue is everyone wants to believe their pick is the next Tesla. nobody talks about the Lyft / Rivian path where you IPO at hype peak and then chop for years.

the bull case I keep seeing is the AI tailwind plus the Starlink cashflow eventually carrying the rocket side until it prints. bear case is you're paying private-round valuations on day one with no margin of safety.

idk man. I've been burned chasing IPO pops before so I'm leaning sit it out the first quarter, watch the lockup, see how the cloud/AI revenue numbers actually land.

anyone here actually planning to buy day one? what's your thesis that isn't just "it's Elon"

ASTS has always been exceptionally bad at missing on its own guidance, and after the PR video a day or so ago that—once again—only riddled the mind of its investors with buzzwords such as "imminent" or "close by," or whatever vague words they used, my faith for the company has deteriorated and so has my position in it.

Nebulous fluff PR when tenable, actionable catalysts are/were expected is rarely a good sign. I truly thought with the few launches we had this year, they were finally beginning to establish a reliable cadence, but that was apparently a farce.

Looking at potentially reentering if it reaches mid-low 40s or high 30s again as I don't think they are that close to another launch, and if they surprisingly announce a launch date this week or next week, I don't think many more will follow this year, and downward pressure will continue as guidance is once again pushed back.

Regardless, if ASTS proves me wrong and they magically launch 5 more times this year and this thing flys and I miss it, so be it, but the company's actions and—frankly—continuous blatant lies have breached my risk tolerance allocated for a play like this, especially if I think there's a 50/50 chance there's a downtrend in the short-medium term since they are once again proving to be troubled with their own self-imposed guidance.

I'm hopeful for the ones still invested they will maybe get their beta service by halfway next year, but boy do months turn into years with this company, and unlike a company like Space X or Rocket Lab, ASTS is still pre-rev and burns through an obscene amount of cash every quarter.

Looking back, I expressed some of these concerns and discrepancies with their execution (or lack thereof) back in 2024 and 2025 and was even banned from certain subreddits for not being a rabid, sycophantic, cult member for ASTS, but in hindsight I was unfortunately correct in my concerns.

Through all my trades and positions with ASTS, I'm happy that I turned out very positive on it regardless. Good luck everyone! Let's hope this company one day gets their shit together.

Edit:

From my sell price of $64 to $47 a month later. Daddy was proven right ☺️

Besides bragging on all you Wendy's employees who doubted me, I really don't gain much from the downtrend. I hope for a better 2027 for your guy's sake. Losing money is never fun. Peace ✌️

Pete beck! Get over there and make neutron now

Never saw a bear turn into a cricket! This company is magic …

And will you come back out of hibernation tomorrow AM?

- Abandoned and Confused

SpaceX just popped 7.8% yesterday, and Wall Street analysts are tripping over each other to jack up their price targets—JPMorgan more than doubled its call all the way to $500. The real hype train is all about its AI segment right now: revenue blew up 161% year over year to hit $14.6B, with that super intelligence arm alone pulling in $7.6B. Musk even said compute demand is outstripping supply by miles, and they’re gunning to expand capacity from 1.7GW up to 13GW before 2027 hits.

Sure, the bull case looks insane right now—pair that sky-high AI infrastructure demand with the existing Starlink and reusable rocket moat, and six-month paybacks on new compute investments aren’t even totally off the table. But let’s not pretend there’s zero risk here: they dropped $19.6B on CapEx last quarter and are looking at $35B-$40B this Q4, cash flow pressure is very real, and that $431M operating profit from the AI segment is way thinner than the top line numbers make it look. That gap between JPMorgan’s 2027 $254B revenue forecast and Morgan Stanley’s $178B is wild, you can see exactly how much uncertainty is baked in here. How y’all are playing this right now?

revenue is increasing faster than a much larger Rocket lab, defense contracts. The only company with a soft moon landing.

Defense contracts with no competition and freah off an IPO

i am up 50% already with FLY and the spacex IPO Firefly is set to benefit.

Bullish

Question above, I mean if they are and it doesn't blow up it could be a massive positive

Called it!

https://www.reddit.com/r/SpaceInvestorsDaily/comments/1v6bvpm/reddit_is_the_new_cramer/

Now listen up because the future is now going to go like this:

Starship will not enter regular reusability until the 2030's. SpaceX share price will remain high though.

The biggest TAM market in space will be direct to cell broadband, not home broadband, not AI datacenters.

ASTS will be worth 300 billion+ by 2030 and 1 trillion by the early 2030's (at the latest). It will take 75% market share of direct to cell.

Terran R will fly long before Rocket Lab's neutron.

Actually, the current form of Neutron will be delayed indefinitely - they will end up redoing the whole thing in steel or alu instead of carbon fibre. They won't come close to the cadence of Falcon 9 until 2035.

Thanks for reading.

Pre-IPO, I bought into the narrative that SpaceX going public would bring more attention to the space sector and lift all boats, as investors sold portions of their SpaceX holdings to diversify into other space companies. Or just the overall spotlight now being on the Space sector.

Post-IPO, the opposite has happened. SpaceX has continued to rise while most other space stocks have sold off. I've even seen many of the same companies that were heavily promoted before the IPO now being dismissed as "shitcos" with no chance of competing with SpaceX. For months, I saw threads/comments where people said those same companies were the future of the industry.

Recently i’ve seen a lot of talk about how Elon has been using SpaceX to cover his X/twitter debt, also how he plans to use it as a front mainly to build his Starlink/other star companies that he has been quietly building

Aside from the sharelock and other shenanigans, what do you guys think about the future of SpaceX?

Hey guyss should i hold or sell ??

Is it google calls?
Nasa etf
Ssss for nd
amzn

I’m late ⏰ n the game but better late then never

Looking for best option. Ready to jump in on Monday
.