Bought the ASTS dip. Then SpaceX deleted the floor.
SPCX is the new space ETF.
u/HellRoot5 — 4 days ago
r/SpaceInvestorsDaily
ASTS & and the SpaceX Parodox: Who launches block 2?
Hey everyone,
This post got deleted by the mods in the ASTS sub. I’ll try here I am not being bearish, genuinly just want to know and hear you guys take on it.
I’ve been following ASTS for a while and I genuinely believe their Direct-to-Cell tech works. The engineering is solid, and the successful deployment of the Block 1 BlueBirds proves the concept. However, I’ve been investing for a long time, and there is one massive risk with this company that I just can't look past: Who is actually going to launch their massive Block 2 satellites at scale?
As of right now, ASTS does not have a locked-in, publicly announced launch manifest for the mass deployment of Block 2. Because these next-gen satellites are absolute behemoths (around 2,400 sq ft), they require heavy-lift rockets with massive fairings. You can't just easily pack a bunch of them into a standard Falcon 9.
This puts them squarely in what I call the SpaceX Paradox. They relied on SpaceX for BlueWalker 3 and the first 5 commercial Block 1 satellites. But SpaceX is now their absolute biggest competitor. Relying on your most aggressive rival to get your massive, next-generation infrastructure into orbit feels like a huge strategic vulnerability.
When you look at the heavy-lift alternatives to SpaceX, the options seem highly constrained:
Blue Origin (New Glenn): This seems like the most logical long-term partner (huge fairing for those unfolding antennas, plus Bezos is naturally aligned against Musk). But New Glenn is still facing delays and isn't flying commercial payloads reliably yet.
ULA (Vulcan Centaur): Reliable, but historically very expensive and their manifest is heavily booked by the Space Force and Amazon Kuiper.
International (Arianespace / ISRO): Ariane 6 is finally flying, but their order books are completely packed for years. The cadence is just too low.
Are we just assuming SpaceX will continue to play nice and launch ASTS's massive Block 2 payloads just to avoid FCC/antitrust scrutiny? Or is the entire bull thesis relying on Blue Origin stepping up and proving New Glenn's reliability in time for the Block 2 deployment window?
Would love to hear your thoughts on how ASTS solves this launch bottleneck. To me, this seems like the single biggest risk to their timeline right now. What am I missing?
u/seaturtle_12 — 4 days ago
$ASTS (AST SpaceMobile) Recent Price Action - Technical Traders Perspective
Hey guys,
AST SpaceMobile ($ASTS) took a hit recently after news broke that SpaceX bought up a major nationwide wireless radio spectrum portfolio, effectively blocking one of ASTS’s key expansion routes.
Technically speaking, the aggressive pre-market gap down looks like a classic bear shakeout designed to flush out retail traders at the bottom of a long-term bullish trend channel.
Here is where things stand:
- Bearish Scenario: If ASTS fails to hold this pattern and closes the week with a full bearish candle below structure, the pattern breaks down. That opens up a drop toward the next major support level at $36.00, with open downside price gaps waiting to get filled at $39.21 and $31.27.
- Bullish Scenario: If this gap-down was just a deliberate stop-loss sweep to shake out weak hands, expect a sharp recovery back inside the channel, positioning the stock for a push toward the top of the trend pattern alongside open upside gaps.
The video covers all key details, including specific price targets, support, and resistance levels in more depth.
(NFA)
$ASTS Stock AST SpaceMobile | WHAT HAPPENED TO ASTS STOCK! | Technical Analysis
u/TradingVanguard — 4 days ago
The Space Boom: A Survey of the Companies Building It, October 2026
My latest article. It's a long one, but by the end you'll know about the growing space industry than most investors--and probably quite a few people working in it. Enjoy!
u/Money-Hawk266 — 4 days ago
I track every space stock - biggest week of 2026, here’s the full breakdown
This week was probably the most eventful in space equities since I started covering the sector. Full breakdown below.
RKLB +34%
Record $200M quarter, up 63% YoY. Four analyst raises in one session. TD Cowen now at $120.
HawkEye 360 (HAWK) IPO
New space stock worth knowing about. RF signals intelligence — detects radio emissions from ships, aircraft and military assets globally. Profitable at IPO, 80% gross margins, $302M backlog. Closed +30% day one.
ASTS
BlueBird 7 fallout ongoing but mid-June Falcon 9 launch confirmed for satellites 8-10. Earnings Monday — most important call in the sector right now.
SpaceX IPO
S-1 expected late May. Every space stock is being repriced around it.
I track 33 space stocks and ETFs — RKLB, ASTS, LUNR, PL, BKSY, RDW, FLY, HAWK, OKLO, SPCE, KRMN, DXYZ and more, on a free live dashboard with broker targets, launch calendar and a weekly deep dive newsletter.
If you want the full deep dive, broker target changes and launch calendar in one place every Sunday, it’s free and takes 10 seconds to sign up. Link below.
u/Due-Coach6021 — 11 days ago
Most people who followed $CYDY remember March 30, 2021. The FDA publicly stated that CytoDyn's claims about leronlimab were "misleading and not supported by the data", no benefit was shown in COVID-19 treatment trials. The stock dropped 25%+ that day.
What happened afterward was a class action lawsuit covering investors who held $CYDY between March 27, 2020 and March 30, 2022.
A $500,000 settlement has been reached and terms are now submitted to the court for approval.
Who qualifies?
Anyone who held $CYDY during the class period and suffered losses from the alleged misrepresentations about leronlimab's effectiveness for HIV and COVID-19.
Can I still apply?
Yes, you can submit your application now and it will be processed once claims filing officially opens after court approval.
If you were damaged by this don't forget to check your eligibility. GL!
u/JuniorCharge4571 — 13 days ago
Who Will Sell the “Picks and Shovels” of the Space Rush?
Hello, All! I've never posted here before, but this seemed like the perfect home for the latest article I've published about investing (as a CTO, VC, or stock trader) in the coming Space Rush. Enjoy! Feedback is welcome.
u/Money-Hawk266 — 13 days ago
Updates for Getting Payment on the Rivian $250 million Settlement
Hey guys, if you missed it, Rivian settled $250 million with investors over claims that it failed to disclose the true cost of producing its vehicles. And, I just found out that they’re accepting claims even though the deadline has passed.
Quick recap: In 2022, Rivian was accused of misleading investors about its vehicle pricing and production costs. In short, the company promoted its R1T pickup and R1S SUV as competitively priced electric vehicles, but investors later alleged that Rivian was losing substantial amounts of money on each vehicle sold and failed to clearly disclose how severe the cost gap was. As supply-chain issues and material costs increased, Rivian announced major price hikes that sparked customer backlash and raised concerns about the company’s financial outlook.
Now, the good news is that the company agreed to settle $250 million with them, and even though the deadline has passed recently, they’re accepting late claims.
So, if you invested in $RIVN when all of this happened, you can still check the details and file your claim here.
Anyway, has anyone here invested in $RIVN at that time? How much were your losses, if so?
u/11thestate — 14 days ago
DCA into space
My taxable account is currently 65% VOO. Remaining 35% is in NVDA, GOOG, MU, IBM. I get paid mostly in bonuses and will continue with this plan. I believe space stocks are where some of the biggest potential is and want to allocate 100% of my biweekly contributions into space stocks. Yea new industry, tax drag sucks but I’m not playing with my retirement account allocations. I don’t like holding many tickers 2-3 max to buy with conviction. Thinking:
SPCX
RKLB
MTRN
SPCX has a super high market cap and so thinking of allocating more to RKLB. Or drop SPCX all together and go 75% 25% RKLB and MTRN.
Help a new space investor plan this out.
u/CreepinOnTheWeedend — 11 days ago