$AST SpaceMobile, Inc.(ASTS)$-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$AST SpaceMobile, Inc.(ASTS)$

ASTS

05-21 18:39

USAST SpaceMobile, Inc.

Side	Price \| Filled	Realized P&L
Buy Open	90.00 1,000	-33.86% Holding

AST SpaceMobile, Inc.

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Comments

Davis777
05-27
Davis777
from Starlink IPO "we have identified the largest actionable total addressable market (“TAM”) in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and *$740 billion in Starlink Mobile* as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications. For illustrative purposes of sizing our addressable market opportunity, we exclude China and Russia from our global estimates."

73% of spaceX revenue is starlink -> makes this the only meaningful proven revenue stream -> ASTS named competitor in IPO filing -> if 740B becomes a duopoly -> ASTS capture just 10% TAM in 2030-> 74B revenue -> 15x multiplier about 1T which is 20x of current market cap..
Puppy Learn
05-26
Puppy Learn
Will u wait $130?

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