
Anpanman - WAKE N BAKE - Let's run it back and discuss BB6 Unfolding
Anpanman explores the monumental success of the Bluebird 6 unfolding, characterizing it as the ultimate de-risking event for the AST SpaceMobile constellation. This 2,400 square foot phased array repr...
11 Helmi 29min

Anpanman - Block 2 Unfolded
The episode celebrates a monumental achievement for AST SpaceMobile: the successful unfolding of the massive 2,400 square foot Block 2 phased array. Anpanman breaks down why this milestone is a defini...
11 Helmi 43min

Kook's Weekly - February 9 - Smoothies, Strokes, and SpaceMobile
In this episode, Kook shares a harrowing personal update regarding a recent medical emergency. What began as a high-performance health routine involving peptides and custom smoothies turned into a 'pe...
10 Helmi 27min

Anpanman - Market Liquidations, VIX Rules, and the SpaceMobile Connectivity Shift
Anpanman examines the current state of the markets, specifically focusing on the recent wave of after-hours liquidations and the mechanics of margin calls. The episode breaks down why these periods of...
6 Helmi 58min

Anpanman - The Apple Alpha: FCC Filings and the SpaceX Threat
Anpanman breaks down a volatile morning in the markets, explaining how crypto liquidations are causing a cascading effect on risk assets. This episode provides essential context for the SpaceMob on wh...
5 Helmi 46min

Anpanman - Conviction Over Chaos: Navigating the Space Sector Pullback
Anpanman analyzes the significant market volatility impacting high-growth sectors like space, nuclear, and battery technology. This episode breaks down why these pullbacks are often healthy consolidat...
4 Helmi 53min

Anpanman - Why the SpaceX-xAI Merger Changes Everything
Anpanman analyzes the market's reaction to the SpaceX and xAI merger news, explaining why the recent sell-off misses the broader strategic picture. The discussion clarifies that the private nature of ...
3 Helmi 21min

Kook's Weekly - February 1 - Why AST SpaceMobile is Built for Superiority
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 Netfli...
2 Helmi 59min




















