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ASTS +7 leads because it is the only direct-to-cell name with operational satellites in orbit — BlueWalker is running real US field tests. RKLB +3 with Neutron stage testing accelerating, and the medium-lift gap behind Falcon-9-to-Starship is real money on the table. Primes flat is the defense-space budget compounding quietly. The next 12 months in this book: can ASTS hit the launch cadence to fill the constellation before Starlink direct-to-cell scales?
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