[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.]  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  **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.]
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
Related Topics market cap asts $17b $555b $26b stocks defense $48b $49b
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