Dear Reader,

While some AI stocks continue to hit new highs, the people who BUILT AI are selling their shares as fast as they legally can.

- Nvidia CEO Jensen Huang has 42 consecutive sell transactions. Not a single buy.

- Peter Thiel has liquidated his entire Nvidia position.

- SoftBank has dumped $5.8 billion.

- And Michael Burry – the man made famous by the Big Short movie for predicting the housing crash – is now betting against AI stocks.

What do they know that you don’t?

My name is Alexander Green. I’ve been a professional investor for 40 years.

And I’m writing today to warn you: the insiders are only HALF right.

I just recordeda private presentation explaining what's really going on – and why it means the biggest AI profits are likely still ahead… and potentially 10X bigger. They just won’t come from where most people expect.

This situation is moving quickly…

Don’t miss what could be the most profitable presentation of my career.

Good investing,

Alexander Green
Chief Investment Strategist, The Oxford Club

AST SpaceMobile’s Next Launches Could Decide Whether Its Rally Regains Orbit

Authored by Jessica Mitacek. Article Published: 7/13/2026.

Midland, Texas-based AST SpaceMobile (NASDAQ: ASTS) has been a battleground for bulls and bears this year.

Among space stocks, it has been one of the most volatile, experiencing its fair share of ups and downs throughout 2026. The stock surged 59% to reach its all-time high on May 28, with a series of double-digit peaks and troughs along the way.

That trend has continued over the past month. Shares rose more than 35% from their one-month low on June 25 through June 30. However, since the calendar turned to July, the stock has given back nearly half of those gains, with ASTS now down more than 17% from that recent high.

With its beta now up to 2.69, the SpaceX (NASDAQ: SPCX) rival and space-based direct-to-device (D2D) cellular broadband provider is likely positioned for more of the same. However, a combination of potential catalysts and headwinds will ultimately determine whether AST SpaceMobile can return to positive territory during the second half of the year.

Tailwinds: Strategic Partnerships, Bundled BlueBird Launches, and Increased Operating Efficiency

AST SpaceMobile’s bull case remains largely intact, in large part because the company maintains its first-mover advantage in the space-based D2D market.

That advantage has resulted in a myriad of formal strategic agreements that have cemented the company’s position.

Most recently, ASTS received a boost from Japan's $912 million satellite communications push. That put AST SpaceMobile’s existing partnership with Tokyo-based Rakuten (OTCMKTS: RKUNY) back in the spotlight while raising hopes for a major D2D rollout. The two companies are forming a joint venture that is seeking regulatory approval for D2D operations in Japan, with initial commercial services expected to begin later in 2026.

The company also has agreements with nearly 60 global mobile network providers representing more than three billion subscribers. It has strategic partnerships with AT&T (NYSE: T), Verizon (NYSE: VZ), Vodafone (NASDAQ: VOD), Rakuten, Alphabet (NASDAQ: GOOGL), and real estate investment trustAmerican Tower (NYSE: AMT), among others. Over the long term, those relationships should continue to drive AST SpaceMobile's top-line growth and potentially translate into strong earnings for patient investors.

An accelerated launch schedule for the company’s low Earth orbit (LEO) BlueBird satellites—the largest commercial arrays currently in operation—serves as another catalyst. A simultaneous launch of the next three satellites, including BlueBirds 11, 12, and 13, is scheduled for early August from Cape Canaveral, Florida, aboard a Falcon 9 rocket.

The bundled launches should go a long way toward helping AST SpaceMobile meet its 2026 target of having 45 BlueBirds in LEO. According to President Scott Wisniewski, the company is producing and assembling satellites through BlueBird 37.

Headwinds: Mounting Costs, Launch Targets, and Earnings Misses

Scaling at the pace and size the company has targeted comes at a steep cost. AST SpaceMobile posted a net loss of $342 million in 2025, nearly 969% higher than its net loss in 2022, its first full year of operation as a publicly traded company. In the first quarter, however, that loss accelerated significantly to $191 million.

As the company ramps up satellite production and its launch schedule, analysts are forecasting a full-year cash burn rate of between $1.5 billion and $1.8 billion.

Another potential headwind is AST SpaceMobile’s ambitious BlueBird launch target. While that goal could serve as a near-term catalyst, it could present longer-term issues if the company falls short. Unforeseen launch complications and mishaps—such as the Blue Origin deployment of BlueBird 7 at an insufficient orbit in April—could adversely affect AST SpaceMobile’s ability to meet its year-end launch target. BlueBird 7 was subsequently deorbited, yet the company has maintained that it can reach its goal of deploying 45 LEO satellites by the end of 2026.

Meanwhile, sentiment has been negatively affected by a series of consecutive earnings-per-share (EPS) misses. AST SpaceMobile remains unprofitable, and its negative EPS has missed analysts’ expectations for five straight quarters, with only two beats in the past 11 quarters. This has contributed to outflows from impatient investors who have been waiting for the stock—which had its IPO in April 2021—to finally turn a corner.

Where Wall Street Stands

The smart money appears to be erring on the side of caution when it comes to ASTS.

Sentiment is tepid, with just one of the 10 analysts covering the stock assigning it a Buy rating.

Overall, the stock carries a consensus Reduce rating, despite a 12-month price target implying about 16% potential upside from current levels.

Over the past year, insider selling has outweighed insider buying by more than $451 million to just over $187,000.

However, institutional investors are evidently taking a longer-term approach, with purchases totaling $2.34 billion over the past 12 months compared with outflows of just over $487 million.

Still, as previously mentioned, more volatility is likely ahead, as reflected by current short interest of 21% of the float, equivalent to $5.45 billion worth of shares.