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
Why Was $ASTS Dead Silent at the Paris Conference?
AST SpaceMobile ($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 ...
21 Syys 44min
Why Hasn't AST SpaceMobile Shipped Satellites Yet?
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 ...
17 Syys 36min
