AST SpaceMobile (NASDAQ:ASTS) has the kind of carrier partnerships early-stage companies rarely get. The big question is whether those relationships can turn into recurring satellite-to-phone revenue before valuation pressure builds. That makes the next phase of launches and commercial activation critical for investors.
Stock prices used were the market prices of July 1, 2026. The video was published on July 15, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.