16 February 2026 | 5:52AM GMT Equity Research The discussion explored two key themes: 1) space data centres, which do not yet exist but could become viable, and 2) satellite connectivity as a telco service, which is already in action. In the longer term, space datacentres appear an increasingly likely reality. More relevant today, our conversation suggests the extent of investor concerns on satellite competition to telecoms and towercos are overstated - as we wrote in our 2025 satellite/telco report. Satell ...

Core Viewpoint - The article highlights the potential of space stocks, particularly AST SpaceMobile, amidst the rising interest in various technology themes [1] Company Summary - AST SpaceMobile is identified as a key player in satellite connectivity, which may be overlooked due to the focus on other technology sectors [1]