Anpanman - Dancing with the Tiger: Starlink’s European Struggle and the Rise of AST SpaceMobile

In this episode, Anpanman breaks down the latest industry shifts following T-Mobile's presentation at the Morgan Stanley TMT conference and significant comments from Deutsche Telekom's leadership regarding Starlink. The discussion provides a deep dive into why Starlink's current direct-to-cell technology is considered inferior for European markets and the immense regulatory hurdles SpaceX faces in the EU.

Anpanman explores the geopolitical and economic landscape, noting how negative job numbers and the Iran conflict are creating a 'no-man's land' for the Fed and the stock market. Despite these headwinds, AST SpaceMobile remains a focal point as the post-earnings stock price shows resilience, trading higher than previous lows even amidst market-wide volatility.

A major highlight of the episode is the analysis of the AT&T and Verizon alliance. Anpanman explains how the strategic sharing of 850 MHz spectrum has created a contiguous nationwide block that gives AST SpaceMobile a massive competitive advantage. This partnership wasn't just about connectivity; it was a calculated move to lock up the US market and counter the threat of Starlink.

Finally, Anpanman looks toward the future of T-Mobile and the end of their exclusivity agreement with Starlink this summer. There is a potential strategic pathway where T-Mobile joins AT&T and Verizon in the SpaceMob ecosystem to prevent Starlink from becoming a direct mobile virtual network operator (MVNO). This shift would consolidate the US market around AST SpaceMobile's superior technology while leaving SpaceX to navigate the complexities of European spectrum reallocation.

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SpaceX Buys Grain Management Spectrum Explained

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...

8 Loka 48min

AST SpaceMobile Just Got US State Department Backing

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 ref...

6 Loka 41min

Why T-Mobile Is Scrubbing Starlink Before an ASTS Deal

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 thr...

5 Loka 42min

$ASTS: Why the Telco JV Is Really Aimed at Starlink

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-Mob...

2 Loka 1h 27min

AST SpaceMobile BB14-16 Shipped, Bluebird 11 Unfolds

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 ...

1 Loka 52min

AST SpaceMobile 8-K: Change of Control Severance Explained

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 afte...

29 Syys 1h 6min

The Space Industry's Next Mag-7 Moment

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 ...

28 Syys 28min

The Setup Before AST SpaceMobile's Next Big Rerating

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, ...

27 Syys 57min