GSAT

Globalstar, Inc.

stock all instruments
+0.0
net board stance what this means
82.26
-0.1% · close 2026-09-08
-1% / +2% / +117%
1m / 3m / 12m
+216%
vs SPY since 2025-03-22
96%
of 52w range · -2.6% off high
hit rate as primary

Where we stand — 0 live ideas

No active idea holds this ticker. Anything below is history.

Where the winds are blowing

NET BOARD STANCE, LAST 60 EPISODES — rising = the besties are building this position, falling = abandoning it. Replayed from score_events; an idea counts from birth until its window closes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the talk lead the tape or follow it?

Who's pushing which way

each voice's net push ON THIS TICKER — their most recent stance per idea × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means

Friedberg
Friedberg w=1.08 tech
1 idea (0 live) · last heard E200
+3
pushes up
Chamath
Chamath w=0.90 tech
1 idea (0 live) · last heard E233
+1
pushes up
Jason
Jason w=1.05 tech
1 idea (0 live) · last heard E233
+1
pushes up
Sacks
Sacks w=0.77 tech
1 idea (0 live) · last heard E167
+1
pushes up

Track record on GSAT

No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.

ideacallplayverdictRαclosed
🤖 Pervasive satellite internet covers the whole earth within five years ▲ LONG adjacent PARTIAL +34.7% -51.6 2026-07-16

The tape — what was actually said

every capture on any idea holding GSAT, newest first · quotes verbatim, timestamps deep-link into the episode

Jason Jason support ×1 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E233 · 2025-06-28 ▶ 1:17:41
And United, the entire fleet's going to have my preferred airline. I think it's like this could change productivity.
Chamath Chamath support ×1 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E233 · 2025-06-28 ▶ 1:17:00
I think the only thing that you should be searching for when you're flying is, is it Argus Platinum? And does it have Starlink? It's the only thing.
Jason Jason support ×1 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E223 · 2025-04-11 ▶ 1:49:22
Here's all you need to know, Ezra. It's a hundred bucks to get Starlink. It's 15,000 to do Fiber.
Jason Jason support ×2 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E200 · 2024-10-18 ▶ 21:49
It could be the first 500 million subscriber product in the world.
Friedberg Friedberg support ×3 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E200 · 2024-10-18 ▶ 21:17
If we can get satellite to phone and you can get Starlink more broadly available, this could be 100 million subscriber business. I mean, this could be one of the biggest businesses on the Earth.
Sacks Sacks support ×1 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E167 · 2024-02-23 ▶ 34:02
the big moneymaker at SpaceX is Starlink, which is the satellite network, basically broadband from space. And it's on its way to handling, I think, a meaningful percentage of all internet traffic.
Sacks Sacks support ×1 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E159 · 2023-12-29 ▶ 58:24
I'm looking forward to Starlink for private aviation as well, but I've heard it's a real game changer on commercial flights and every kind of flight.
Chamath Chamath support ×2 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E159 · 2023-12-29 ▶ 23:18
Second was, I think SpaceX has really turned a corner. Starlink is really at scale. Starship looks like it's viable.
Jason Jason support ×2 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E102 · 2022-10-29 ▶ 47:41
I will tell you, I think Starlink has such a huge opportunity.
Chamath Chamath support ×1 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E60 · 2021-12-23 ▶ 1:18:05
All I can say, all I can say for all of us who own SpaceX, yum yum. That's so delicious.
Sacks Sacks support ×2 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E60 · 2021-12-23 ▶ 1:17:36
So I'm going to go with Starlink. Yes, it just came out at the end of 2020, but this year it kept getting better and faster, and now it's reported that Starlink is faster than the fixed broadband average in Belgium, Canada, Australia, Germany, the UK, New Zealand, and France.
Friedberg Friedberg support ×2 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E40 · 2021-07-16 ▶ 54:19
And it's really impressive to see because it's such a no brainer. People have been talking about this opportunity for over a decade. And these guys just have absolutely rushed the field. And they could build an incredible business out of this.
Jason Jason support ×2 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E40 · 2021-07-16 ▶ 52:30
we're going to take a billion or two billion people and give them broadband instantly within a decade. This is going to change the face of the planet.
Chamath Chamath support ×3 ▲ on 🤖 Pervasive satellite internet covers the whole earth within five years E40 · 2021-07-16 ▶ 56:37
The two most important companies in satellite communications are Starlink and Swarm. And Swarm was a company that I seeded and Sacks did the Series A. ... And I think that within the next five years, we'll probably have pervasive Internet access everywhere in the earth. And that's transformational.