Most people read SpaceX's spectrum deal as bad news for $ASTS. My read: it's worse news for the carriers, and that pushes them toward AST. AT&T and Verizon are already on board. The real question is T-Mobile, still tied to Starlink into 2027. Does the carriers' new joint venture end up bringing T-Mobile to AST's table? What's your read? Full teardown premieres today, 2 PM ET: https://youtube.com/@tickerteardown?si=7Tc1U47A3tB6G7fx
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