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$GSAT

Globalstar
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Globalstar provides satellite communications services, spectrum assets, and low-earth-orbit connectivity infrastructure.

sentiment mix
bull 33%bear 33%neu 34%

signal summary

latest thesis
FCC Chair Carr: Amazon pursuing Globalstar acquisition for its spectrum in direct-to-cell▾

Globalstar's spectrum assets make it a takeover target for Amazon to enable direct-to-cell service.

brendan carrT2Bloomberg Tech2026-07-13
confidence 70 / 100impact Medium
key themes
  • Space Economy100%
  • AI Infrastructure33%
  • AI Geopolitics & Export Controls33%
  • Defense Tech33%
  • Space-Based Compute33%

bull thesis · 1

68 / 100
  • •FCC Chair Carr: Amazon pursuing Globalstar acquisition for its spectrum in direct-to-cell

bear thesis · 1

43 / 100
  • •Amazon's $11.6B Globalstar acquisition faces Starlink's 10,000-satellite lead

mentions · 3

Bloomberg TechAI Selloff, Apple vs. OpenAI & the Future of Defense Tech | Bloomberg Tech 7/13/20261 mentions · 1▲ 0▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
Limitless PodcastThe Space Economy Is About To Explode1 mentions · 0▲ 1▼ 0○ · 5 months ago
0:003:007:0011:0015:00
Limitless PodcastNASA's Artemis II Should Have Been a SpaceX Mission ($100B Waste)1 mentions · 0▲ 0▼ 1○ · 6 months ago
0:007:0015:0022:0030:00