In today’s post:

  • πŸ“‰ 55% Down. Still A Buy?

πŸ“‰ 55% Down. Still A Buy?

AST SpaceMobile $ASTS ( β–² 1.8% ) has fallen roughly 55%.

That's the kind of drop that makes you wonder if the company left the stove on.

Is the thesis broken, or is the same thesis now on sale?

The answer comes down to one number, and it isn't revenue. But first, why did anyone fall in love with this stock?

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