Burnside private dashboard · stocks
ASTS thesis brief
A lighter report-style view of the KB thesis, action framework, watch items and risks for AST SpaceMobile.
01
Current stance
AST SpaceMobile
Status
Watchlist · speculative satellite connectivity
Direct-to-device satellite connectivity
Action
Watch; milestone-backed starter only
KB-derived stance; not live trade advice
Thesis health
64/100
Qualitative RL confidence, not a probability
Action framework: Preferred starter pullback $75–80; tactical stop below $69–70; wider thesis stop below ~$63.
02
Why it matters
Thesis spine
- Large TAM via mobile network operators.
- BlueBird launch/service milestones are the thesis.
- Speculative long-hold candidate; not blind DCA.
03
Controls
Watch + risk
Watch next
- BlueBird 8–10 launch/service milestones.
- MNO conversion into revenue commitments.
- Regulatory/spectrum execution.
Main risks
- Schedule/performance/launch risk.
- Cash burn and dilution.
- Sentiment-sensitive after breakouts.
04
Traceability
KB source
Source: kb/wiki/stocks/tickers/asts.md and MEMORY.md
This page is a presentation layer over the KB. It deliberately avoids fake precision and stale live pricing.