$AST SpaceMobile, Inc.(ASTS)$ Reports tomorrow together with RKLB. AST SpaceMobile is building satellites that connect directly to unmodified cell phones, with no special hardware needed. These tend to trade like narrative names though: they rip hard when space and connectivity are in favor, and give it back even faster on the way down since the valuation is stretched. The chart is sitting right under the tariff-low resistance now. Clear that level and it opens up. As a business, I'd hold this for 2-3 years. They still have real execution left to do. But the near-term price action is all about that level.

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