Ast Space Mobile WKN: A3CL8W ISIN: US00217D1000 Forum: Aktien User: Jogua

$ASTS Must Read!🧵👇 Once you understand THIS… you’ll see why AST SpaceMobile is the real trillion-dollar setup. 🚀 Why does Starlink’s valuation keep going up? Because it’s not based on profit it’s built on narrative, TAM, and monopoly perception. Here’s what’s really driving it: ✅ 1. Wall Street WANTS a mega-tech IPO A $1.5 TRILLION IPO is pure catnip for funds. It becomes “the hottest listing of the decade.” Money pours in regardless of fundamentals. ✅ 2. Media megaphone effect Bloomberg, CNBC, FT, analysts… Every time they print “$1.5 TRILLION,” it reinforces the perception. This is textbook valuation priming. ✅ 3. Starlink revenue is real $8–10B+ ARR. Big growth. Costs are insane, but revenue alone creates a valuation magnet. ✅ 4. Elon’s valuation multiplier Like Tesla, Starlink trades on Story > Earnings > Reality. That’s the Elon premium. 🛰️ 2. The uncomfortable secret nobody says out loud… Starlink’s valuation keeps climbing because it HAS to. They raise billions. They burn billions. Launch cost = brutal. Sat replacement cycle = 3–5 years. Capex = nonstop. If valuation stops rising → funding stops. So the narrative must keep growing. Here’s the engineered trajectory: • Jun ’23: $97.5B • May ’24: $130B • Dec ’24: $228B • Jul ’25: $260B • Dec ’25: $520B • 2H ’26 target: $1.5T This isn’t organic. It’s narrative management. 🅰️📶 3. Now compare that to AST SpaceMobile… AST has something Starlink does not and cannot replicate: 📱🚀 DIRECT-TO-CELL on existing phones No dishes No installs No ground terminals No 42,000 satellites No launch death-spiral No 5-year refresh cycles AST = Bigger TAM + Higher Margins + Lower Cost Base 🔥 4. So what does this mean for AST’s future valuation? Starlink TAM: 40M–60M dish users AST TAM: 📱 5.5 BILLION phones Every carrier Every device Every dead zone Maritime, aviation, IoT, emergency… AST’s TAM isn’t bigger by a little it’s bigger by 100×. Margins? 5–10× stronger. Capex per subscriber? A fraction. If Starlink is worth $1.5T with a heavy, dish-based model… Then AST going global by 2027 logically lands at: $500B – $1.5T+ And that’s conservative. AST solves a problem for every smartphone user on Earth. 🔥 5. Why AST could be worth MORE than Starlink 1️⃣ AST = Telco + satellite network + spectrum operator Recurring revenue Carrier revenue share Guaranteed margins 2️⃣ AST satellites generate 10–20× more revenue per KG More money Fewer launches Higher efficiency 3️⃣ AST uses carrier-owned spectrum No spectrum battles No political wars No LEO frequency chaos 4️⃣ AST has near-zero customer acquisition cost AT&T, Verizon, Vodafone, Rakuten, Google, Telefonica… They bring the users. AST collects the revenue. ⭐ 6. Starlink’s valuation goes up because: Hype + Media + Institutions demand it. AST’s valuation will go up because: Its business model is fundamentally superior bigger TAM, higher margins, lower cost. One is hype-driven. One is economics-driven. When revenues hit in 2025–2026, the market will realize: **AST doesn’t need to be Starlink to be worth $1T+. It just needs to connect every phone on Earth.** And it will. 🦾🅰️🚀🌎

$ASTS Must Read!🧵👇 Once you understand THIS… you’ll see why AST SpaceMobile is the real trillion-dollar setup. 🚀 Why does Starlink’s valuation keep going up? Because it’s not based on profit it’s built on narrative, TAM, and monopoly perception. Here’s what’s really driving it: ✅ 1. Wall Street WANTS a mega-tech IPO A $1.5 TRILLION IPO is pure catnip for funds. It becomes “the hottest listing of the decade.” Money pours in regardless of fundamentals. ✅ 2. Media megaphone effect Bloomberg, CNBC, FT, analysts… Every time they print “$1.5 TRILLION,” it reinforces the perception. This is textbook valuation priming. ✅ 3. Starlink revenue is real $8–10B+ ARR. Big growth. Costs are insane, but revenue alone creates a valuation magnet. ✅ 4. Elon’s valuation multiplier Like Tesla, Starlink trades on Story > Earnings > Reality. That’s the Elon premium. 🛰️ 2. The uncomfortable secret nobody says out loud… Starlink’s valuation keeps climbing because it HAS to. They raise billions. They burn billions. Launch cost = brutal. Sat replacement cycle = 3–5 years. Capex = nonstop. If valuation stops rising → funding stops. So the narrative must keep growing. Here’s the engineered trajectory: • Jun ’23: $97.5B • May ’24: $130B • Dec ’24: $228B • Jul ’25: $260B • Dec ’25: $520B • 2H ’26 target: $1.5T This isn’t organic. It’s narrative management. 🅰️📶 3. Now compare that to AST SpaceMobile… AST has something Starlink does not and cannot replicate: 📱🚀 DIRECT-TO-CELL on existing phones No dishes No installs No ground terminals No 42,000 satellites No launch death-spiral No 5-year refresh cycles AST = Bigger TAM + Higher Margins + Lower Cost Base 🔥 4. So what does this mean for AST’s future valuation? Starlink TAM: 40M–60M dish users AST TAM: 📱 5.5 BILLION phones Every carrier Every device Every dead zone Maritime, aviation, IoT, emergency… AST’s TAM isn’t bigger by a little it’s bigger by 100×. Margins? 5–10× stronger. Capex per subscriber? A fraction. If Starlink is worth $1.5T with a heavy, dish-based model… Then AST going global by 2027 logically lands at: $500B – $1.5T+ And that’s conservative. AST solves a problem for every smartphone user on Earth. 🔥 5. Why AST could be worth MORE than Starlink 1️⃣ AST = Telco + satellite network + spectrum operator Recurring revenue Carrier revenue share Guaranteed margins 2️⃣ AST satellites generate 10–20× more revenue per KG More money Fewer launches Higher efficiency 3️⃣ AST uses carrier-owned spectrum No spectrum battles No political wars No LEO frequency chaos 4️⃣ AST has near-zero customer acquisition cost AT&T, Verizon, Vodafone, Rakuten, Google, Telefonica… They bring the users. AST collects the revenue. ⭐ 6. Starlink’s valuation goes up because: Hype + Media + Institutions demand it. AST’s valuation will go up because: Its business model is fundamentally superior bigger TAM, higher margins, lower cost. One is hype-driven. One is economics-driven. When revenues hit in 2025–2026, the market will realize: **AST doesn’t need to be Starlink to be worth $1T+. It just needs to connect every phone on Earth.** And it will. 🦾🅰️🚀🌎