$AST SpaceMobile, Inc.(ASTS)$ Excited to catch the pre-market open. Feels like over the weekend a lot of people had time to digest the spectrum push by $SpaceX(SPCX)$  against $T-Mobile US(TMUS)$ , $Verizon(VZ)$ , and $AT&T Inc(T)$ , and the takeaway seems to be: why did we sell the news?

$SpaceX(SPCX)$  is still far from becoming a real MNO, and it would take an enormous amount of capital for a tiny slice of the market. They probably should have stuck to their core business. Bearish on SPCX. All the rest I'm still watching.

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