AST SpaceMobile Podcast

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AST SpaceMobile Podcast brings you the latest updates, insights, and discussions surrounding AST SpaceMobile’s mission to build the first space-based cellular broadband network. Featuring republished X Spaces sessions hosted by @thekookreport and @spacanpanman, the podcast dives deep into the company’s groundbreaking technology, market opportunities, and industry trends. Additionally, we repost AST SpaceMobile’s earnings calls, providing direct access to financial updates, strategic milestones, and key announcements straight from the source. Contact @redrum_2001 on X if you have questions.

  1. vor 15 Std.

    AST SpaceMobile: Bluebird 11-13 Launch This Week

    Bluebird 11-13 launch early Wednesday morning as $ASTS rebounds hard off the big market unwind. Anpanman breaks down why AST SpaceMobile and the wider satellite sector may have found a bottom after Citadel absorbed Situational Awareness's liquidated book. He walks through SpaceX's crowded short interest and lock-up expiry dynamics ahead of its first earnings call, the accelerating Bluebird production cadence heading into the Block 2 Bluebird 11-13 launch, and an update on Grain Management's 800MHz spectrum testing with AST SpaceMobile. Anpanman also unpacks the direct-to-cell opportunity, the FCC timeline, and why he thinks a T-Mobile deal is fait accompli, closing out with a candid take on serial ASTS critic Lucky Stewie. 00:00 Introduction 00:21 Market sentiment and capitulation signals 02:51 Margin trading dangers and forced selling 05:08 Tax implications of trading around a core position 07:53 Bears and skeptics as a contrarian bottom signal 09:34 Situational Awareness book sale to Citadel 13:10 Macro risks: Iran, yen carry trade unwind 15:21 SpaceX short interest and borrow fee spike 17:03 SpaceX lock-up expiry and institutional demand 21:55 SpaceX Q2 earnings expectations and beat-and-raise setup 25:32 SpaceX earnings impact on the space sector 27:31 Bluebird 11-13 launch details and production cadence 29:02 Grain Management spectrum update 29:57 Lucky Stewie background and criticism of AST 38:03 T-Mobile deal outlook and closing thoughts 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/

    AST SpaceMobile: Bluebird 11-13 Launch This Week

  2. vor 1 Tag

    248 Satellites vs 650: Why $ASTS Beats Starlink on Efficiency

    Batch Two is ready to launch, and Vodafone's CEO just confirmed $ASTS is worth it. Plus: the $20B hedge fund blowup rattling markets, and a possible Golden Dome signal. In this episode, Kook discusses the recent market turmoil surrounding Leo Ashenbrenner's leveraged hedge fund blowup and what it means for risk management when investing in AST SpaceMobile ($ASTS stock). The conversation covers ASTS's production ramp with Batch Two ready for launch and Batch Three following shortly after, along with updates on satellite spectrum deals, FCC filings, and direct-to-cell partnerships including Vodafone, Rakuten in Japan, and SafariCom. Kook also breaks down potential Golden Dome government launch contracts, Amazon's competing constellation filings, and why AST SpaceMobile's superior link budget gives it an edge over Starlink for direct-to-cell service. 00:00 Introduction and weekend recap 00:36 The Leo Ashenbrenner hedge fund blowup 08:13 Lessons on leverage and risk management 11:04 How Kook used leverage on $ASTS 19:25 Fundamentals: Batch Two ready, Batch Three next 21:03 Launch cadence and beta service later this year 24:01 $ASTS vs Starlink: link budget and TAM 28:52 Margarita de la Valle: worth us working on 30:26 Why size matters: 248 satellites vs competitors 33:26 Spectrum deals and the Scotiabank thesis 34:44 Unannounced announcements: J-LEO and Japan 37:47 Sovereignty and the global pattern of deals 39:00 Amazon's constellation and Golden Dome hints 42:27 SpaceX's MVNO rumors and Verizon speculation 44:49 FUD Review and staying disciplined 52:19 Closing thoughts and outlook for August 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/thekookreport 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/

    248 Satellites vs 650: Why $ASTS Beats Starlink on Efficiency

  3. vor 4 Tagen

    Why Is Citadel Suddenly Trading AST SpaceMobile?

    A $45 billion hedge fund unwind rocked $ASTS this week. Kook breaks down why Citadel was suddenly trading everywhere. In this solo episode, Kook walks through the trading fallout from Situational Awareness's forced liquidation, and how Citadel emerged as the top trader in AST SpaceMobile ($ASTS), Rocket Lab, SpaceX, Redwire, Intuitive Machines and other satellite and momentum names. Kook explains how hedge fund deleveraging, margin calls and cross-holdings dragged ASTS stock down alongside T1 Energy, NBIS, IREN and SanDisk, even though AST SpaceMobile wasn't directly held in the fund's book. He also discusses how satellite and direct-to-cell companies could see a healthier setup now that leverage has been flushed from the system, with AST SpaceMobile's August catalysts still ahead. 00:00 Introduction 00:16 Questions About Yesterday's Thread 00:33 Citadel Spotted Trading T1 Energy 01:37 Checking Other Situational Awareness Holdings 04:38 Citadel Shows Up in AST SpaceMobile Trading 05:18 Citadel Active Across Robinhood and Coinbase Too 06:41 Why Citadel Would Hedge Beta Exposure 07:59 Rumors of Situational Awareness Unwinding 09:26 Lessons From the 2008 Financial Crisis Playbook 10:59 How Forced Liquidations Create Overswings 13:17 Word Travels Fast in Distressed Situations 15:47 A 10-Sigma Deleveraging Event 17:11 Hedge Funds Down Double Digits This Month 19:58 Risk-Reward Improves After the Selloff 21:09 Mental Health and Avoiding Margin 22:19 Cycles of Euphoria and Deleveraging Are Speeding Up 23:26 Closing Thoughts on Market Health and August Catalysts 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/thekookreport 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/

    Why Is Citadel Suddenly Trading AST SpaceMobile?

  4. vor 4 Tagen

    AST SpaceMobile: Why This Selloff Isn't About Fundamentals

    ASTS cratered from $133 to $56 in weeks. Anpanman explains the brutal deleveraging event behind the crash - and why fundamentals still win. In this episode, Anpanman unpacks the recent market-wide deleveraging event that hammered ASTS stock and other high-beta names like Rocket Lab and memory stocks, explaining the difference between margin-driven selloffs and true fundamentals. He dives into swirling rumors around SpaceX potentially acquiring wireless spectrum or a carrier like Verizon or T-Mobile, and why that narrative may be a pressure tactic against the AT&T-Verizon-T-Mobile joint venture with AST SpaceMobile. Kook also covers upcoming catalysts for the satellite direct-to-cell company, including next week's Falcon 9 launch, Bluebird satellites 14-16 shipping, the Grain Management 800MHz spectrum deal awaiting FCC approval, the Rakuten J.Leo joint venture, and AST's August 10th earnings report. Throughout, he stresses the importance of avoiding margin leverage and staying grounded in fundamentals during volatile market conditions. 00:00 Introduction - market deleveraging event 01:01 Retail selling at fastest pace since Covid 05:00 Korea's economic culture and speculative trading 07:57 Margin, leverage and deleveraging explained 09:09 The AI arms race and CapEx sustainability debate 12:00 The human toll of leveraged losses 14:11 Warning signs: Virgin Galactic and speculative space stocks 16:00 Hindsight at ASTS's $133 high 18:42 How hedge funds 'gross up' leverage 23:14 Situational hedge fund blowup and memory stocks 26:41 Signs of capitulation and forced selling 29:49 Are we close to a bottom? 34:45 AST fundamentals: loved it at $130, love it at $56? 41:24 Semafor's SpaceX spectrum and carrier rumor 47:39 Why SpaceX won't buy Verizon or T-Mobile 58:01 AST SpaceMobile catalyst tracker and next week's launch 1:01:24 AT&T/Verizon/T-Mobile JV and Grain Management spectrum update 1:07:57 Q&A: short squeeze potential 1:09:57 Q&A: SpaceX earnings and lockup expiry impact 1:12:19 Q&A: leverage, psychology and market manipulation 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ This is not financial advice. Do your own research before making any investment decisions. 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/

    AST SpaceMobile: Why This Selloff Isn't About Fundamentals

  5. 27. Juli

    AST SpaceMobile: Production Hell Is Over, Here's Proof

    Stock got crushed last week, but ASTS production is ripping - Bluebirds 8, 9 and 10 fully deployed, satellites in assembly hit 42. Kook breaks down a brutal week for ASTS stock, from Jacob Keaton's account blowup to why options and leverage are dangerous in a volatile satellite stock. He digs into the fundamentals still driving the AST SpaceMobile thesis: production ramping past 'production hell,' Bluebirds 8-10 fully deployed as the largest phased arrays in LEO, radar and AI edge computing hints from Abel, Verizon blocking a Starlink MVNO backdoor, and an FCC test on T-Mobile direct-to-cell spectrum. He also covers the Midland facility expansion, the closed $1 billion convertible bond, government PNT and GPS-backup opportunities, and dismantles a widely shared ASTS short thesis point by point. 00:31 Introduction and market recap 01:15 Jacob Keaton's account blowup lesson 03:06 Warning against options and leverage 06:00 Leverage cascades and forced selling across the market 07:45 Remembering ASTS's past blow-off tops at $60 and $100 11:28 Why the fundamentals still support the valuation 12:43 Addressing the paid pumper accusations 19:51 Production update - satellites in assembly and shipped 21:54 Bluebird 8, 9 and 10 fully deployed 23:47 Radar phased array and diverse launch vehicles 26:07 SpaceX AI edge computing speculation 27:47 ASTS vs Iridium constellation comparison 29:42 Kevin Chen's rip down thread breakdown 33:05 Starlink-Tesla mesh network threat 34:57 Ankush Bansal joins ASTS from Nokia 35:52 T-Mobile JV status and FCC spectrum test 39:42 Why T-Mobile's Starlink service has low usage 41:18 TAM expansion - weak signal vs dead zones 46:24 Midland facility expansion and convertible bond close 51:23 Debunking the ASTS short thesis 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/thekookreport 👕 Get the Gear: https://spacemob.printify.me/ This is not financial advice. Do your own research before making any investment decisions.

    AST SpaceMobile: Production Hell Is Over, Here's Proof

  6. 27. Juli

    AST SpaceMobile: Amazon Files for 5,000 Satellites

    Amazon just filed for a 5,000+ satellite direct-to-device constellation. Anpanman breaks down what it means for AST SpaceMobile and $ASTS. In this episode, Anpanman covers Amazon's new FCC filing for a 5,000+ satellite direct-to-device constellation and what it means for AST SpaceMobile's Ligado and Viasat spectrum position. He dives into the economics of mid-band and C-band spectrum deployment, AT&T's comments on CapEx savings from satellite coverage, and the massive one-bar coverage gap that direct-to-cell technology could solve. Anpanman also shares updates on ASTS stock, the upcoming Bluebird launch expected the week of August 3rd, projected Q2 earnings timing, and a candid discussion on margin, options, and risk management during this volatile market. 00:02 Introduction and market reflections 02:07 Amazon's 5,000-satellite FCC filing 07:24 Ligado, Viasat and the spectrum poison pill 10:41 Mid-band and C-band spectrum economics 17:49 The one-bar signal opportunity 22:19 Hedge fund short sellers and the government business 25:39 Earnings date and launch timing 28:44 Investor Q&A: Amazon patents vs Starlink 30:36 Market volatility, rates and the Iran conflict 35:33 Margin, options and risk management lessons 52:10 Closing thoughts 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ This is not financial advice. Do your own research before making any investment decisions.

    AST SpaceMobile: Amazon Files for 5,000 Satellites

  7. 24. Juli

    AST SpaceMobile - All 3 US Carriers Now On Board

    AT&T CEO reveals a CapEx savings story analysts missed - decommissioning towers via satellite. Plus: is T-Mobile's Starlink exclusivity actually a problem for $ASTS? Anpanman returns from vacation to break down a massive week for AST SpaceMobile, covering earnings calls from all three major US carriers - AT&T, Verizon, and T-Mobile - and what their comments mean for ASTS stock and the direct-to-cell satellite opportunity. He unpacks AT&T CEO John Stankey's explicit comments on the CapEx savings story, Verizon shutting down the SpaceX MVNO backdoor theory, and the T-Mobile CEO's surprising statement that satellite coverage is now "table stakes" - a significant shift from the bear case narrative. Anpanman also digs into Abel's bullish Bluebird tweet, which revealed radar phased array capabilities, space edge AI computing, and peak data rates of 200 Mbps, and closes with his take on the Falcon 9 wind-down speculation and what it means for AST's launch cadence. 00:00 Introduction 00:34 AT&T Earnings - CapEx Savings Story and Coverage Strategy 02:00 AT&T Blocks Starlink MVNO and the One-Bar Opportunity 05:48 AT&T as Lead Partner and the JV Structure 06:09 Verizon Earnings - MVNO Shutdown and JV Commitment 07:53 T-Mobile Earnings - Exclusivity Comments and Table Stakes Shift 13:56 Abel's Bluebird Tweet - Radar, AI Computing, and 200 Mbps 26:44 Falcon 9 Wind-Down Speculation and Launch Cadence 33:13 Q&A - Price Action, T-Mobile Exclusivity, JV Structure, Launch Timing 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ This content is for informational and entertainment purposes only and does not constitute financial advice. Always do your own research before making any investment decisions.

    AST SpaceMobile - All 3 US Carriers Now On Board

  8. 20. Juli

    Know What You Own: Surviving the Momentum Crash and What Comes Next for $ASTS

    👋 Connect with the host on X: https://x.com/thekookreport 👕 Get the Gear: https://spacemob.printify.me/ Last week was a rollercoaster for $ASTS investors, and Kook doesn't sugarcoat it. In this raw and candid episode, Kook walks listeners through the emotional whiplash of watching the stock drop to $56, getting blindsided by a surprise $1 billion convertible bond offering, and then — after some serious reflection — realizing it might have been exactly the right move. From a 2:30am sick-kid wake-up to catching waves and firing up a Spaces session, this is Kook at his most unfiltered. Kook breaks down the fundamental progress at AST SpaceMobile that the market seems to be ignoring: the successful unfurling of the first composite Bluebird satellite, batch two officially in motion, and spectral efficiency numbers coming in at roughly three times what was previously modeled. These aren't small data points — according to Kook, they represent a dramatic reduction in cost-per-bit and a clear signal that the "machine that makes the machine" is finally humming. The production hell phase, he argues, is essentially over. Beyond the technical milestones, Kook dives deep into the mosaic of catalysts building around $ASTS — from the J.Leo project now formally referenced in a Reg FD filing with Rakuten, to strong circumstantial evidence pointing toward an imminent T-Mobile partnership as the Starlink exclusivity window closes. Kook also explores the sovereignty theme playing out globally, the FCC's proposed TAM expansion to include IoT and agricultural devices, and the intriguing possibility of an investment in a launch company. The picture he paints is one of a company on the cusp of multiple simultaneous inflection points. Kook closes with a masterclass in investment psychology — why knowing what you own is the only real defense against momentum-driven volatility, why being early is both a gift and a curse, and why the pain of a 58% drawdown doesn't change the underlying thesis. If you've been rattled by the recent price action in $ASTS, this episode is required listening. The pot, as Kook puts it, might just be reaching a boiling point. 00:26 Introduction 01:57 AST SpaceMobile Fundamental Update: Bluebird Unfurling & Batch Two 03:16 Spectral Efficiency Breakthrough and What It Means for the Model 05:21 The Convertible Bond Reaction and Why Kook Changed His Mind 08:26 J.Leo Confirmed in Reg FD Filing and the Rakuten Connection 14:11 T-Mobile, Mosaic Investing, and Catalysts on the Horizon 21:05 TAM Expansion: FCC, IoT, Landlines, and Space-Based Data Centers 35:20 Investment Psychology: Know What You Own and Surviving the Drawdown

    Know What You Own: Surviving the Momentum Crash and What Comes Next for $ASTS
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AST SpaceMobile Podcast brings you the latest updates, insights, and discussions surrounding AST SpaceMobile’s mission to build the first space-based cellular broadband network. Featuring republished X Spaces sessions hosted by @thekookreport and @spacanpanman, the podcast dives deep into the company’s groundbreaking technology, market opportunities, and industry trends. Additionally, we repost AST SpaceMobile’s earnings calls, providing direct access to financial updates, strategic milestones, and key announcements straight from the source. Contact @redrum_2001 on X if you have questions.

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  • Erstellt von
    SpaceMob
  • Jahre aktiv
    2025 - 2026
  • Folgen
    195
  • Bewertung
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    © SpaceMob
  • Sendungswebsite
    AST SpaceMobile Podcast

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