GeneralLee

You gotta sit Jones for the super and Omaha at this rate….

I've run a DCF model on it and get to a value of about $60/share (this is capping any growth post 2030 and baking in a fair amount of government contract revenue). I think a lot of the upside, given today's known facts, is already baked into the current price and there's a lot that could go wrong as space is hard. On the upside case, I think that significant government contracts for things like the Golden Dome could be a huge revenue generator for ASTS. So, upside case, I see $100-200 within a few years. Downside case is $5-20 assuming further launch delays, unforeseen tech issues, etc. I think they will have further launch delays for their Block 2 constellation given their heavy reliance on Blue Origin to get those birds up in space. The hardcore bulls talking about $1,000/share in a few years are probably not being realistic, as that would imply a market cap of like $300B, making it one of the most valuable telecom companies in the world (T-Mobile has a market cap of $300B as a comp).

So tech bros get their products excluded while small mom and pop businesses still get hit for the non tech goods? Not a good look for Trump.

We're saying drop the whole itinerary and do smaller towns instead.

Unless his wife loves big cities and hates the countryside, a much more slower paced trip to Tuscany/Umbria is the way to go.

Rushing through Italy, wasting 1/3rd to 1/2 your time in transit, is a very American thing to do. Italy demands that you slow down.

Those cities will be swamped with tourists that time of year. You should go off the beaten path a bit and see small to mid sized towns in Tuscany and Umbria provinces, seeing Volterra, Siena, Cortona, Assisi, Gubbio, Todi, Orvieto, Montepulciano, Pienza, and Pitigliano, Civita de Bagnoregio, Castiglioncello del Trinoro, and Monticchiello.

This is the way... free trade with the rest of the world and box out China.

Spend 1-2 nights in Florence and then spent the rest of the trip in: Volterra, Siena, Orvieto, and Todi. Way less tourists and a lot more authentic.

Nope. I have my kids 529 plans all in money markets , my parents investments are >80% money markets, and my investments are >80% money markets as well. Personally I hope the S&P drops 90%+ so I can reinvest and obtain generational wealth once the market recovers, but no way Trump survives with political capital if that happens so this is bigger than me.

It's going to collapse in the coming months until the tariffs are restructured significantly.

this is not gonna age well lol