The analyst believes Google should buy ASTS and considers it a clear buy opportunity, implying a bullish stance on both GOOG and ASTS.
OpenAI and Anthropic likely cannot afford to buy ASTS approaching their IPOs, making it a clear buy opportunity for Google.
It is the CLEAREST buy for them right now. $GOOG x $ASTS @sundarpichai would need his head examined if he is not considering this right now. OpenAI and Anthropic will likely not be able to stretch to afford this right now approaching their IPOs
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.0% | +0.0% |
| 1 week | +3.9% | +2.5% |
| 1 month | -5.3% | -5.3% |
| 3 months | — | — |
| 6 months | — | — |