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▶ 13:10 · $ASTS · AST's $1T Masterplan To Win The Space Phone Race (AST Spacemobile)
episode briefing
Michael Sikand

AST's $1T Masterplan To Win The Space Phone Race (AST Spacemobile)

2025-10-10 · 2 company · 2 thematic
sentiment
2 bull0 bear0 neu
speakers
michael sikand

Founder of Our Future, a business-media brand focused on the next generation of founders and operators. He also hosts interviews with entrepreneurs and executives.

quote
“That's why I own this stock and have included it in my asymmetric bets portfolio and autopilot. And at the time of this video, I'm already up over 30% on the stock.”
—michael sikand
now playing · $ASTS
$ASTS···bullish· high· posmichael sikand
Sikand holds AST SpaceMobile as asymmetric bet with 10x upside to $243B by 2030
AST's direct-to-cell satellite technology works with unmodified smartphones using existing carrier spectrum, enabling 90-99% margins once constellation deployed; carrier partnersh…
$RKLB···bullish· lowmichael sikand
Sikand teases Rocket Lab as SpaceX launch competitor with huge potential
Rocket Lab is gunning to compete with SpaceX in the launch market, providing launch diversification for companies like AST SpaceMobile that currently depend on SpaceX.