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![KirkSpano Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::407493118.png) Kirk Spano [@KirkSpano](/creator/twitter/KirkSpano) on x 7333 followers
Created: 2025-07-04 21:10:02 UTC

@hamids Yes AST SpaceMobile  is just launching constellation, but that is AFTER proof of concept. The combination of MNO & govt deals gives a good TAM estimate. From that, it easy to see $ASTS at a market cap similar to American Tower $AMT around $XXX billion, so, it is undervalued.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1941243127777665385/c:line.svg)

**Related Topics**
[amt](/topic/amt)
[asts](/topic/asts)
[market cap](/topic/market-cap)
[constellation](/topic/constellation)
[ast](/topic/ast)
[$asts](/topic/$asts)
[$amt](/topic/$amt)
[stocks real estate](/topic/stocks-real-estate)

[Post Link](https://x.com/KirkSpano/status/1941243127777665385)