AST SpaceMobile Podcast

Kook breaks down the current market environment, explaining why macro headwinds often blind investors to the long-term fundamentals of secular winners. The episode uses historical examples like Netflix during the great financial crisis to illustrate how significant volatility becomes irrelevant over a multi-year horizon for companies with transformative technology. A major focus of this discussion...

Anpanman breaks down the revolutionary implications of SpaceX's recent FCC filing for a constellation of one million satellites dedicated to AI data center applications. This move represents a massive validation of the space-based compute market, a concept previously championed by early-stage startups but now formally adopted by the world's leading space company. The discussion explores wh...

Anpanman breaks down the historic rally of AST SpaceMobile as the stock shatters previous records, hitting an intraday high of $124.32. This episode explores the psychological shift occurring within the SpaceMob as they witness the transition from a speculative startup to a mature, de-risked market leader. The discussion highlights why these new highs are just the beginning of a broader institutio...

In this episode of The KOOK Report, we navigate the recent market volatility and discuss why "knowing what you own" is the ultimate defense against short-term price whipsaws. We dive deep into the latest developments surrounding AST Spacemobile (ASTS), government contracts, and the shifting landscape of the space industry. Episode Highlights: FM2 & Risk Profile: A look at the upcoming Flight M...

Wake & Bake: Bluebird 7 Confirmed on New Glenn, Tera Wave FUD In this episode of "Wake and Bake," Anpnman (@spacanpanman) breaks down the biggest news hitting the SpaceMob this morning, ranging from confirmed launch vehicles to battling short-seller reports. AST SpaceMobile (ASTS) Updates: Launch Confirmation: Bluebird 7 is officially confirmed to launch aboard Blue Origin’s New Glen...

In this episode of The KOOK Report, we break down the monumental news that the "Space Mob" has been anticipating: AST SpaceMobile (ASTS) has officially been confirmed as a government contractor. After months of diligence and speculation, the "Golden Dome" theory has become reality with ASTS officially appearing on the MDA Shield contract list. Join us as we analyze what this pi...

In this impromptu session, Anpanman breaks down the game-changing news that AST SpaceMobile has been selected as a recipient of the Missile Defense Agency’s (MDA) "Shield" program. This episode serves as a victory lap for the "Space Mob" community, whose deep-dive due diligence into the company’s dual-use capabilities has finally been validated by the U.S. government. Anpanman...

Episode Summary: The Battle of the Banks, Production Clues, and the "Platform" Thesis In this week's update, we navigate the recent volatility surrounding AST SpaceMobile, starting with the clash between Scotiabank’s "firefighting" downgrade and Bank of America’s supportive "zoom out" perspective. Despite the noise, the market absorbed the dip, signaling strong in...

Recorded live at the final Space Track session of CES 2026, this panel explores how the satellite industry is making "no signal" a thing of the past. Hosted by Samantha, a manager at Novaspace, this discussion features executives from five major satellite operators—Globalstar, Lynk, Viasat, Iridium, and AST SpaceMobile—breaking down the rapid shift from pilot programs to full commerciali...

In this impromptu session recorded from his car, Anpnman (@spacanpanman) provides a deep-dive rebuttal to the recent Scotiabank report downgrading AST Spacemobile (ASTS) from a valuation perspective. The discussion explores the complex dynamics of Wall Street sell-side research, the potential influence of short sellers, and the technical flaws within the analyst’s bearish thesis. Key Topics Discus...

In this week’s episode, we break down the latest FCC confirmations regarding BlueBird FM1. The "Launch and Early Orbit Phase" is complete—the satellite is talking, generating power, and tumbling as expected. With FM2 now safely at the payload processing facility in Cape Canaveral (likely awaiting New Glenn), we look at the specific orbital mechanics that hint at the company’s military utility. Key...

The KOOK Report: FM1 Launch Analysis, Production Ramps, and Market Mechanics In this episode, The KOOK Report returns following a brief suspension from X to provide a comprehensive breakdown of the recent AST SpaceMobile (ASTS) launch and the company's trajectory. From the technical nuances of satellite deployment to the behavior of short sellers, this session covers the transition of ASTS fro...

Join the Space Mob for an exclusive launch party celebration and deep-dive into the historic successful launch of the first Bluebird Block 2 satellite . In this episode, we capture the live reactions and expert analysis following the deployment of the largest commercial communication satellite in low Earth orbit, launched via the ISRO LVM3 rocket from India . Our panel of community contributors, i...

https://x.com/i/spaces/1mnxeNvQzoAKX?s=20

https://x.com/i/spaces/1OwxWekkObVGQ?s=20

In this episode, Anpanman discusses the convergence of multiple critical milestones that are poised to drive significant value for AST SpaceMobile in late 2025 and 2026. The discussion focuses on the transition of the company from a speculative pre-revenue entity to a commercially operational provider of direct-to-device satellite connectivity. Key themes and topics include: • The "Golden Dome" &...

https://northwiseproject.com/ast-spacemobile-stock-analysis/

https://x.com/i/spaces/1LyxBXyLVZyGN?s=20

https://x.com/i/spaces/1jMKgROjNoAxL?s=20

https://x.com/spacanpanman/status/1998799661918990354?s=46&t=XP8JLcUq-FY3Gj-ju7jQ5w

https://x.com/i/spaces/1kvJpMaevwdxE?s=20

https://investors.ast-science.com/

https://x.com/i/spaces/1djGXWnLpkdKZ?s=20

https://x.com/i/spaces/1vAGRQEgwNjKl?s=20

https://x.com/i/spaces/1mrxmBnXRWwKy?s=20