AST SpaceMobile Podcast

AST SpaceMobile's $1.3B Firefly rocket deal explained ahead of Monday earnings and Thursday's NYC event. ASTS stock risks and upside. In this episode, Anpanman digs into AST SpaceMobile's surprise move to partner with Firefly on a purpose-built launch vehicle. He explains why he sees it as an option and a hedge rather than a pivot, and compares it to the Ligado L-band spectrum deal tha...

AST SpaceMobile ($ASTS) is building a 20-ton Blacklift rocket with Firefly to launch Bluebirds. Big NYC event Nov 12. Anpanman breaks down the surprise AST SpaceMobile and Firefly deal to build a dedicated 20-ton rocket called Blacklift, designed to deliver up to 5 Bluebird satellites to LEO. He covers how the joint development works, including licensing Firefly's engine technology after 175 M...

AST SpaceMobile's exec reveals the first seamless satellite-to-tower handover, 60+ MNO deals and 3B reach. What it means for ASTS. Anpanman brings you a keynote and panel from a Nokia-hosted event, with Luis of AST SpaceMobile explaining why the company builds the largest LEO satellites ever and keeps mobile operators in control. He covers the 60+ MNO partnerships with access to 3 billion subs...

AST SpaceMobile (ASTS) dipped to $35 as Democrats swept the midterms. Anpanman explains why he bought and sees it as bullish. Anpanman discusses why the Democratic sweep of the House and Senate could be a major tailwind for AST SpaceMobile and ASTS stock. He walks through how the Musk-aligned Republican political environment fed the "lazy trade" of going long SpaceX and short the MNOs an...

AST SpaceMobile and AT&T just completed a seamless satellite handoff on Oct 21. ASTS stock fell 6.8% anyway - here's the breakdown. In this quick live reaction, Anpanman breaks down the AT&T and AST SpaceMobile announcement of a successful handoff between a terrestrial tower and a satellite. The test was a voice call over LTE, and the handoff happened in milliseconds instead of seconds. An...

AST SpaceMobile ASTS stock at $40: Kook breaks down the launch priority code theory, the Falcon 9 pause, and Viasat's spectrum fight. Kook opens by re-underwriting the ASTS stock thesis after a brutal week, using AI to dig through filings. He focuses on AST SpaceMobile's spectrum position, including the 2 GHz auctions in Europe, the new Chilean award, and a loose theory that European MNOs...

AST SpaceMobile earnings are Nov 9, and SpaceX just paused Falcon 9 for 6 weeks. What it means for ASTS and the Bluebird launch rush. Anpanman discusses the latest AST SpaceMobile news ahead of earnings. He starts with a hedge fund factor analysis that puts ASTS stock down 8% once momentum, growth and low quality earnings factors are stripped out. Then he covers the reported six-week SpaceX Falcon...

ASTS stock crashed from $130 to $40. Kook breaks down AST SpaceMobile, SpaceX's spectrum move, and the launch clues that keep him locked in. Kook opens with a brutal week for ASTS stock, which fell about 70% as SpaceX's apparent purchase of the Grain spectrum shocked generalist investors. He explains the "terror of prices," what he got wrong, why he stays focused on terminal valu...

Starlink eyes 80,000 cell sites and MNOs sell off. Anpanman breaks down what it means for AST SpaceMobile ($ASTS) and direct-to-cell. In this episode, Anpanman reacts to news that SpaceX is exploring a terrestrial network and talking to Crown Castle about roughly 80,000 cell sites. He explains why carriers and the ASTS stock sold off, and why he argues the news makes AST SpaceMobile more strategic...

AST SpaceMobile ASTS stock sells off with the whole space sector. Anpanman breaks down the macro, launch timing, and Starlink news. Anpanman discusses a brutal day for ASTS stock, as rates, oil at a 12-year high, Iran headlines, and a violent rotation out of momentum and growth hit every space name. He explains why Rocket Lab, Planet Labs, and the neo-clouds are all down together, and why the draw...

AST SpaceMobile's new PR sets intermittent broadband in 5 markets by end of 2026. Anpanman breaks down what it means for ASTS. In this episode, Anpanman covers the latest AST SpaceMobile press release and the market backdrop driving the ASTS stock price. He compares ASTS to the NeoCloud names, explains why Rocket Lab trades better right now, and walks through the hedge fund pair trade of long...

Europe's Big 4 telcos just formed a JV to bid on MSS spectrum in May 2027. What it means for AST SpaceMobile (ASTS) and Starlink. Anpanman breaks down the joint venture announced by Deutsche Telekom, Orange, Telefonica and Vodafone to pursue S-band spectrum for advanced direct-to-cell service in Europe. He explains how the 60 MHz currently held by Viasat and EchoStar is likely to be split into...

AST SpaceMobile (ASTS) dipped under $40 on margin calls. Anpanman breaks down the macro, leverage, and why the thesis hasn't changed. Anpanman walks through a brutal week for ASTS stock and the wider space sector, tying the selloff to a hot CPI print, rising rates, neocloud stress (CoreWeave CDS near 1180), and forced deleveraging. He explains why the space sector looks derated, how margin cal...

ASTS stock sold off after SpaceX bought spectrum. Kook explains why it may be good news for AST SpaceMobile's direct-to-cell plan. Kook breaks down a brutal week for ASTS stock, where leveraged traders got hammered by a momentum selloff, a delayed Blue Origin, and confusion around SpaceX. He argues that SpaceX buying low-band spectrum and pivoting to a B2C Starlink mobile strategy removes it a...

SpaceX buys Grain Management spectrum - why Anpanman says it's bullish for AST SpaceMobile ($ASTS) and locks in the carriers. In this episode, Anpanman reacts to the news that SpaceX is acquiring Grain Management's low-band spectrum, alongside a major FCC order released the same day. He explains why the deal looks negative for AT&T, Verizon and T-Mobile at first glance, but strengthens...

T-Mobile scrubbed Starlink from its T-Satellite site. AST SpaceMobile (ASTS) news: Canada, the State Dept and Japan's $1B J-LEO. In this episode, Anpanman breaks down why T-Mobile removing Starlink references from its T-Satellite website right after the carrier joint venture with AT&T and Verizon is such a big strategic signal for AST SpaceMobile. He covers T-Mobile's history with Star...

AST SpaceMobile's BlueBird 11 came in nominal and batch 3 is in orbit. Kook breaks down the ASTS T-Mobile deal bet and more. Kook opens by reacting to the news that BlueBird 11 was nominal, walking through the competing theories about whether the satellite was stuck and why the deployment record for AST SpaceMobile stays perfect. He argues the flawless execution reflects a military-grade appro...

AST SpaceMobile ASTS: Anpanman breaks down the AT&T, Verizon, T-Mobile telco JV and B. Riley's $85 to $65 downgrade. Anpanman digs into the newly announced joint venture between AT&T, Verizon and T-Mobile and explains why he believes it squarely fits AST SpaceMobile and was formed to counter Starlink. He covers the pooling of scarce low-band spectrum, open standards versus proprietary...

AST SpaceMobile's Bluebirds 14-16 are shipped and Bluebird 11 unfolded. Anpanman breaks down the ASTS news and launch window. In this episode, Anpanman covers confirmation that the Bluebird 14, 15 and 16 satellites have shipped, and that the Bluebird 11 phased array unfolded successfully. He explains why the company may have delayed its PR, why it should keep the details of the unfolding priva...

AST SpaceMobile's new 8-K adds change-of-control severance. Anpanman breaks down what it means for ASTS stock and a possible deal. In this episode, Anpanman digs into the AST SpaceMobile 8-K filed after the close, which sets up double-trigger change-of-control severance for senior executives. He explains how these packages work and why boards adopt them. He also covers why he sees this filing...

AST SpaceMobile's BB11 satellite may be stuck or deployed - Kook digs into TLE data, maxed-out shorts, and AT&T's direct-to-cell push. Kook returns from being off the grid straight into fresh TLE data on BlueBird 11, weighing whether the satellite's array successfully unfurled, got stuck mid-deployment, or needs to be deorbited. He compares the situation to BW3's 2021 bolt issu...

AST SpaceMobile ($ASTS) sentiment is near all-time lows while short interest hits record highs - Anpanman breaks down what's next. Anpanman opens with the setup: implied volatility near all-time lows, short interest at an all-time high (65-94M shares), and sentiment washed out across Reddit and X. He argues these three ingredients, combined with looming catalysts, create the conditions for a v...

AST SpaceMobile ($ASTS) went strangely quiet at the Paris satellite conference this week - Kook breaks down why, plus the Bluebird 11 mystery. Kook opens with a candid look at retail sentiment hitting rock bottom, admitting he's been distracted by a personal stablecoin (USDe) investment while ASTS stock stays quiet. He dives deep into the Bluebird 11 satellite mystery, walking through TLE trac...

AST SpaceMobile ($ASTS) rallies post-Fed as 48 Bluebirds sit in production. Anpanman breaks down the real story behind the delays. In this episode, Anpanman discusses the Fed's quarter-point rate hike and how the resulting relief rally lifted AST SpaceMobile and the entire high-beta space sector, including Rocket Lab, Planet Labs, and Redwire. He explains why negative sentiment toward ASTS sto...

AST SpaceMobile just got confirmed for space-based sensing and targeting - Kook breaks down the SDA filing and a $68 vs $210 price target debate. Kook opens with the weekend chaos around a Spanish analyst named Amerito whose bearish $210-to-$68 DCF on $ASTS stock sparked a firestorm, and walks through why discount rate assumptions and duration risk make academic finance models misleading for a hig...