$AST SpaceMobile, Inc.(ASTS)$ Re-entered today around $83.
I originally bought in near $25 and took profits after nearly doubling in a short time. The decision back then wasn't about losing conviction—it was portfolio concentration. I moved toward a tighter book structure in mid-2025, and that approach worked well for my core holdings.
Even after selling, I kept it on my watchlist the whole time. The thesis didn't change—if anything, it strengthened as space-based connectivity began to be repriced as real infrastructure rather than a pure speculation play.
With private space valuations shifting and the broader market slowly recognizing the strategic value of orbital communications, the risk/reward looks misaligned again at current levels.
Same company, same long-term idea—just a very different entry point this time.
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