Re-entered a stock I know very

Re-entered a stock I know very well today.

Originally bought $AST SpaceMobile, Inc.(ASTS)$ around $25 and sold after it nearly doubled as I shifted toward a more concentrated portfolio in mid-2025. That focus paid off across my core holdings, but I never stopped tracking this one.

Over time, the investment thesis hasn't weakened - it's strengthened. Space-based connectivity is moving from a "future concept" to infrastructure the market can actually price, especially as private space valuations (think SpaceX comps) reset expectations.

Re-initiated today at $83. Conviction rebuilt, not recycled.

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