Christmas Eve launch tomorrow changes everything
- Olivia Voz
Tomorrow’s Christmas Eve, and while everyone’s wrapping presents, AST SpaceMobile is about to launch their biggest satellite yet.
Nearly 2,400 square feet of phased array – 3.5 times bigger than anything they’ve built before. If this thing works like it’s supposed to, we’re about to see what real space-based cellular looks like.
The Carriers Already Wrote Checks
This isn’t some PowerPoint fantasy anymore. Verizon inked a deal in October building on their $100 million commitment. AT&T’s in. Vodafone made the world’s first video call from a regular iPhone through an AST satellite earlier this year.
Bell Canada just made the first space-based 4G voice call and plans nationwide service in 2026.
That’s when I knew this was real. Not when some analyst upgraded it. When actual carriers started writing checks.
Why I’m Holding Through the Launch
Look, space stocks sound like your cousin’s crypto pitch at Thanksgiving. But ASTS proved the tech works. Tomorrow’s launch is about scaling it up.
Can they get 45-60 satellites up by end of 2026? They’ve got $1.5 billion in liquidity to fund it. Tomorrow’s launch is step one of that plan.
Cell towers weren’t sexy in 1995 either. American Tower is worth $100 billion now. AST is building towers in space – one satellite covers what hundreds of ground towers would cover.
The stock will swing hard on tomorrow’s news. That’s the price for this kind of upside. If they execute over the next two years, my $152 target isn’t crazy.
If SpaceX eats their lunch, we wait longer.
I rarely do long-term holds. But this one? Yeah, I’m holding through tomorrow’s launch while everyone else is focused on Christmas.
