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![SpaceInvestor_D Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1505909833190592519.png) Space Investor [@SpaceInvestor_D](/creator/twitter/SpaceInvestor_D) on x 39.4K followers
Created: 2025-07-16 14:44:30 UTC

BOTTOM LINE

Back of the envelope Value:
➡️FirstNet: $4.9B
➡️Consumer: $48B
➡️Defense: $2.6B
= $55.5B fair value for $ASTS 👀

Current market cap: $17B

The stock trades at ~70% discount to conservative vertical math.

Still early. Still under-appreciated... and in my humble opinion still cheap.

Let me know what you think. 👇


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945494756307472456/c:line.svg)

**Related Topics**
[market cap](/topic/market-cap)
[asts](/topic/asts)
[$17b](/topic/$17b)
[$555b](/topic/$555b)
[$26b](/topic/$26b)
[stocks defense](/topic/stocks-defense)
[$48b](/topic/$48b)
[$49b](/topic/$49b)

[Post Link](https://x.com/SpaceInvestor_D/status/1945494756307472456)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

SpaceInvestor_D Avatar Space Investor @SpaceInvestor_D on x 39.4K followers Created: 2025-07-16 14:44:30 UTC

BOTTOM LINE

Back of the envelope Value: ➡️FirstNet: $4.9B ➡️Consumer: $48B ➡️Defense: $2.6B = $55.5B fair value for $ASTS 👀

Current market cap: $17B

The stock trades at ~70% discount to conservative vertical math.

Still early. Still under-appreciated... and in my humble opinion still cheap.

Let me know what you think. 👇

XXXXX engagements

Engagements Line Chart

Related Topics market cap asts $17b $555b $26b stocks defense $48b $49b

Post Link

post/tweet::1945494756307472456
/post/tweet::1945494756307472456