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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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AST SpaceMobile ($ASTS) craters to $58 as Fed rate fears crush high-beta stocks. New Antonov delivery hints at a Q4 production surge. Anpanman breaks down a brutal day for the market after Fed's Worsh turned hawkish, sparking September rate hike fears that hammered high-beta names across the board. AST SpaceMobile stock got caught in the sector-wide selloff alongside crypto, quantum, and neo-cloud names, even as SpaceX held up better thanks to its growing neo-cloud leasing revenue with Google and Anthropic. On the fundamentals side, Anpanman digs into why Bluebird 14, 15, and 16 got delayed, tying it to testing issues the team likely caught and fixed before shipment. He covers the latest satellite due diligence, including new boxes spotted at the Odessa facility and an Antonov delivery carrying 7-8 composite rings from India, both signs that AST SpaceMobile is pushing to ramp production and launch cadence into the end of the year now that SpaceX's Falcon 9 manifest has freed up. The episode also covers AST's famously conservative PR approach, the $125 million in military awards disclosed quietly on the Q2 call, the $1.3 billion contracted backlog, and speculation on a fourth US MNO tied to the AT&T-Verizon-T-Mobile joint venture. Anpanman closes with a heartfelt warning about margin and options trading in volatile markets, plus a reminder to protect your mental health through the drawdown. 00:00 Introduction 00:46 Fed's Worsh Goes Hawkish - Rate Hike Fears 02:38 True Inflation Data vs Fed Narrative 04:03 Market Selloff: High-Beta Sectors Get Crushed 06:16 Venezuela Oil and Strait of Hormuz Update 07:35 Why AST SpaceMobile Isn't the Reason Space Stocks Are Down 10:46 SpaceX's Resilience: Neo-Cloud Revenue Breakdown 17:50 Bluebird 14-16 Delay Explained 21:50 5 Boxes Spotted at Odessa Facility 22:41 AST's Conservative PR Philosophy 25:16 $125M in Military Awards - No PR Needed 31:39 Comparing AST's Fundamentals Today vs 2023 36:41 Antonov Lands With 7-8 Composite Rings 40:39 Falcon 9 Manifest Opens Up for More Launches 53:34 Q&A: Citadel's Heavy Trading Activity 1:01:18 Troll Comment and Company Rebuttal 1:04:16 Margin and Options: A Warning to Investors 1:09:29 Closing Thoughts and Mental Health 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #SpaceX #FederalReserve
AST SpaceMobile ($ASTS) news: White House unveils new space policy, SpaceX's MNO strategy backfires, and Grain spectrum drama heats up. Kook breaks down the White House's new National Space Transportation Policy signed on August 20th, framing it as a generational tailwind for AST SpaceMobile and the broader satellite direct-to-cell industry, drawing parallels to past government-driven capital cycles like the housing boom and China's commodity supercycle. Kook then unpacks insider commentary from a SpaceX expert call revealing that SpaceX systemically dismissed ASTS as a competitor, and explains how SpaceX's aggressive MNO strategy - including demands for upfront payments - pushed Verizon, AT&T and Vodafone toward ASTS instead, culminating in the new Vodafone Portugal direct-to-cell deal. Finally, Kook digs into the Grain spectrum saga, Elon Musk's denial of a SpaceX bid, FCC filings hinting at an existing ASTS-T-Mobile testing agreement now tied to the MNO joint venture, the ongoing Ligado FCC docket, and Goldman Sachs' forecast of a $1.8 trillion space economy by 2035. 00:00 Introduction 01:36 White House National Space Transportation Policy 04:00 Historical parallels: China, oil, and tooling phases 07:05 Government thumb on the scale and liquidity flows 10:39 SpaceX expert call: dismissing ASTS as a competitor 13:02 Why MNOs chose ASTS over SpaceX 17:51 T-Mobile and the SpaceX pressure release theory 18:52 Vodafone Portugal deal and stock reaction 20:39 Tooling phase and the AST SpaceMobile vision 23:05 Grain spectrum, Ligado and gray zone coverage 24:23 Elon Musk denies SpaceX spectrum bid 26:10 Game theory of the Grain spectrum sale 32:03 FCC filing clues: ASTS, T-Mobile and AT&T 36:57 Goldman Sachs $1.8 trillion space economy forecast 41:02 Comparing ASTS to Rocket Lab and Redwire 42:23 Crypto tangent: Hyperliquid 43:26 Looking ahead: shipments, Grain, Ligado, JSAT 🎙️ 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/ #astspacemobile #SpaceX #Ligado
AT&T's COO just gave AST SpaceMobile a massive public endorsement over Grain Management's 800MHz spectrum test. Here's why it matters. Anpanman breaks down AT&T COO Jeff McElfresh's LinkedIn post congratulating AST SpaceMobile on receiving an FCC Special Temporary Authority to test Grain Management's 800MHz spectrum for satellite direct-to-cell service. Anpanman explains why the timing and wording of the post, published before the Bloomberg article on Grain's spectrum sale, ranks among the most bullish signals for ASTS stock in recent memory. The discussion covers how Grain Management's 800MHz spectrum sits directly adjacent to AT&T and Verizon's 850MHz holdings, potentially allowing for wider combined channels for satellite-based connectivity. Anpanman ties this to McElfresh's reference to AT&T's satellite joint venture, suggesting the carriers, including T-Mobile which has economic upside tied to Grain's spectrum, may be coordinating closely with AST SpaceMobile rather than competing for the spectrum. Anpanman also addresses the Bloomberg report claiming Grain is seeking $6 billion for its spectrum and that AST SpaceMobile or SpaceX could be interested buyers, noting John Slinky's denial and speculating on what a first round of interest expected in early September could reveal. The episode wraps with a note that satellite shipping updates for AST SpaceMobile are expected imminently. 00:00 Introduction 00:19 AT&T COO's LinkedIn Post on Grain Management 01:38 Jeff McElfresh's Close Ties to AST SpaceMobile 02:07 Breaking Down the LinkedIn Post 04:05 Grain's 800MHz vs AT&T/Verizon 850MHz Spectrum 04:35 Implications for the Carrier Joint Venture 05:03 Bloomberg's $6 Billion Grain Spectrum Report 06:19 T-Mobile's Economic Stake in Grain Spectrum 06:33 First Round of Interest Due Early September 07:17 Shipping Update 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/ #astspacemobile #GrainManagement #ATT
Grain Management's $6 billion spectrum sale has AST SpaceMobile and SpaceX both in the mix - here's what's really happening. Anpanman breaks down the Bloomberg report claiming SpaceX and AST SpaceMobile are both circling Grain Management's 800MHz low-band spectrum, a swath valued at roughly $6 billion. He walks through the FCC-mandated timeline Grain must follow after its spectrum swap with T-Mobile, including the November 5th deadline to select a direct-to-cell partner or face building out an expensive terrestrial network instead. The episode digs into how a deal could actually be structured - a Ligado-style cash-plus-revenue-share licensing agreement with AST versus an outright cash purchase from SpaceX - and why AST is already testing this spectrum with its Block 1 and Block 2 satellites. Anpanman also explains why Elon Musk's public denial doesn't necessarily kill the story, and why bankers leaking details to Bloomberg is a classic tactic to drive up competitive tension. Finally, the discussion turns to the bigger strategic picture: how AT&T, Verizon, and T-Mobile could use a joint venture structure to keep this spectrum out of SpaceX's hands, why spectrum screening rules limit which carriers can even bid, and what this all means for AST SpaceMobile's long-term positioning as a satellite-to-cellular player. 00:00 Introduction 00:15 Grain's spectrum swap with T-Mobile explained 01:23 FCC approves the 800MHz spectrum sale 02:24 Why AST is the only low-band satellite player 03:21 The Bloomberg report: SpaceX and AST both bidding 04:31 FCC build-out requirements explained 05:47 Charlie Ergen's failed terrestrial network lesson 08:03 Grain's regulatory timeline breakdown 10:53 Why bankers leak stories like this 13:34 SpaceX's perspective: they can outbid anyone 16:47 The MVNO carrot-and-stick strategy 20:56 What a deal with AST could look like 23:49 Building a real business vs quick cash 26:04 The joint venture and a possible fourth player 29:56 Countering SpaceX with a carrier-backed JV 32:05 Audience Q&A begins 36:39 How the leak actually happened 41:41 Why AST wouldn't play chicken with Grain 46:37 Wrapping up 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/ #astspacemobile #GrainManagement #SpaceX
AST SpaceMobile ($ASTS) stock dipped near $64 before rebounding this week. Anpanman explains why a T-Mobile deal could be the next major catalyst. Anpanman opens this space by addressing the recent AST SpaceMobile stock volatility, noting ASTS has essentially chopped between $53 and $73 since June despite continued execution. He compares the muted reaction to Moderna's 177% single-day rally, arguing ASTS has pulled off similarly explosive moves before, like the Verizon-driven run from $5 to $39. He dives into why he's confident in an eventual T-Mobile agreement, pointing to FCC filings referencing agreements tied to Grain Management spectrum testing on 800 MHz, and explains how the AT&T-Verizon joint venture pools resources without breaking AST's exclusive commercial agreements. He also breaks down why Wall Street analysts like Goldman Sachs give more airtime to Starlink and Amazon's direct-to-cell ambitions than to AST SpaceMobile. The conversation closes with a broader macro view, covering China Landspace's reusable rocket landing, the strategic importance of earth observation highlighted by the Iran conflict, a possible US government equity stake in space companies, and why Anpanman remains fully bullish on satellite connectivity despite the drawdown. 00:00 Introduction 01:00 Crashing out over stock price swings 01:28 ASTS flat since June despite volatility 03:05 Moderna's 177% rally vs ASTS history 04:38 Why trust in management matters 07:09 T-Mobile talks and Grain Management testing 08:02 AT&T-Verizon joint venture explained 10:33 Wall Street favors Starlink and Amazon 13:17 August lull and staying focused 15:33 Twitter, sentiment, and investor therapy 17:36 Macro rotation: Moderna, Treasury, crypto 19:07 China's rocket landing and the space race 21:26 Iran conflict proves earth observation stakes 23:51 Could the US take equity stakes in space firms 28:44 Why AST isn't hyping PR yet 30:11 T-Mobile and Starlink MVNO risk 31:52 Wrap up 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #TMobile #DirectToCell
AST SpaceMobile ($ASTS) update: Chris Ambar joins T-Mobile, FCC grants Grain 800MHz test authority, plus a major new strategic hire. Anpanman opens with a real-world tale of losing cell coverage entirely during a family trip, using it to frame why AST SpaceMobile's direct-to-cell satellite mission matters. He then breaks down two huge news items from last week: former AT&T and AST board member Chris Ambar officially joining T-Mobile as Chief Enterprise Officer, and the FCC granting AST SpaceMobile a Special Temporary Authority to test on Grain Management's nationwide 800MHz spectrum, a move tied directly to build-out requirements and potential T-Mobile coordination. Anpanman also covers the hire of Ozzy Ramos, a former Barclays and UBS vice chair of investment banking, as a strategic advisor for AST SpaceMobile, and what it signals about upcoming M&A, joint ventures, and spectrum deals. He walks through the broader legacy direct-to-device playbook seen at Ligado, Echostar, Globalstar, and Iridium, the SES-OmniSpace-Link transaction, and Viasat's L-band opportunity. The episode wraps with an audience Q&A covering ASTS stock institutional ownership jumping to 52.6%, the Japan joint venture, and the status of Bluebird satellites 14 through 16 ahead of a possible September launch. 00:00 Introduction: Berkshires trip and walking tacos 00:54 Cell coverage fails at the air show 03:38 News roundup: Chris Ambar joins T-Mobile 05:33 FCC grants AST STA for Grain Management spectrum 13:37 T-Mobile and Starlink tensions 19:39 Ozzy Ramos joins AST as strategic advisor 27:41 The legacy direct-to-device playbook 35:44 SES, OmniSpace, and Link merger 39:37 Viasat and Inmarsat L-band spectrum 42:59 Q&A: the strategic advisor's role 44:12 Q&A: institutional ownership jumps 46:29 Q&A: is Grain the fourth carrier? 47:31 Q&A: path back to all-time highs 48:24 Q&A: Link and OmniSpace global chances 50:04 Q&A: Japan JV and Bluebird satellites 51:47 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/ #astspacemobile #TMobile #GrainManagement
AST SpaceMobile ($ASTS) confirms J-LEO, lands new government contracts, and reveals its AI edge compute roadmap this week. Kook breaks down AST SpaceMobile's latest earnings call, covering the post-earnings vol crush, the wild market psychology of a stock that swung from $37 to $70, and confirmation of the J-LEO deal - a billion-dollar non-dilutive subsidy structure for Japanese-flagged satellites within the ASTS constellation. The episode dives into new US government contracts worth over $100 million, a multi-billion dollar recurring radar and GPS opportunity, and strong signals that Deutsche Telekom's T-Mobile is nearing a direct-to-cell partnership with AST SpaceMobile, backed by a newly surfaced FCC spectrum filing tied to existing ASTS-T-Mobile agreements. Kook also unpacks ASTS's AI edge compute roadmap starting with Bluebird 47, the hiring of banking veteran Ozzy Ramos as a strategic advisor, financial details including $3.7 billion in proforma cash and a $1.3 billion revenue backlog, plus the growing wave of sovereign satellite deals and Vodafone's EU spectrum priority lane position. 00:00 Introduction from a closet in France 01:52 Vol crush and market psychology after earnings 03:03 Stock at $70 vs the July 2025 lows 04:18 Wall Street Journal coverage and New Glenn photo 04:56 J-LEO deal confirmed and Tesla analogy 07:24 New government contracts and Deutsche Telekom signals 10:51 Cash, backlog, and launch cadence 12:52 Radar, GPS, and government revenue mix 14:40 Dave's earnings summary and AI compute reveal 16:46 The Iceland power analogy 19:37 AI edge compute roadmap revealed 21:26 Porsche and Ruff analogy for compute value 22:52 T-Mobile spectrum evidence via FCC filing 25:25 Multi-billion dollar radar opportunity math 27:39 2021 patents on space data centers 31:56 Ozzy Ramos joins as strategic advisor 37:38 56 sovereign satellite deals emerging 42:00 Dr. Ali's trillion dollar TAM and $2200 upside case 🎙️ 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/ #astspacemobile #JLEO #TMobile
AST SpaceMobile's Q2 call revealed a $1.3B backlog, 100 MHz of US spectrum, and a shocking Wall Street hire. In this episode, Anpanman breaks down AST SpaceMobile's Q2 earnings call and explains why the market's negative reaction misses the real story. He opens with the surprise hire of Ozzy Ramos, a longtime vice chair of investment banking at UBS and Barclays, calling it a huge vote of confidence in ASTS stock and a signal of major strategic moves ahead. Anpanman digs into the spectrum disclosures, including C-band capability built into mid-band Bluebird satellites, the ASIC chip's ability to process low-band, mid-band, and C-band signals, and the plan to bring 100 MHz of usable spectrum to the US direct-to-cell network. He also covers the confirmed US joint venture with AT&T, Verizon, and T-Mobile, ongoing testing with Deutsche Telekom, and recent FCC commentary on global S-band spectrum rights tied to EchoStar's pending sale to SpaceX. The episode closes with a look at AST SpaceMobile's $1.3 billion contracted backlog, new government awards tied to Golden Dome and Arsenal Freedom, the Japan J-LEO sovereign satellite opportunity with Rakuten, and reiterated 2026 revenue guidance of $150 to $200 million despite the Blue Origin launch delay. Anpanman also reacts to Cantor Fitzgerald's price target upgrade and Piper Sandler naming ASTS its favorite space stock. 00:00 Introduction 01:22 Wall Street veteran Ozzy Ramos joins AST SpaceMobile 09:55 C-band spectrum coming to mid-band Bluebirds 14:34 ASIC chip already supports low, mid and C-band 15:21 100 MHz of usable US spectrum explained 18:45 International S-band rights and FCC sovereignty questions 22:06 US joint venture: AT&T, Verizon, T-Mobile and a 4th player 25:44 AI compute and orbital data centers 29:01 Launch update: 10 launches booked, next Falcon 9 32:01 Midland expansion tied to US government demand 34:43 $1.3 billion contracted backlog and new government awards 36:59 Path to $1B revenue, $500M government opportunity in 2027 38:37 Radar, drones and military use cases 42:04 2026 guidance reiterated at $150-200 million 42:08 Japan J-LEO sovereign satellite deal with Rakuten 44:37 700 MHz spectrum for emergency services worldwide 48:12 Beta service coverage with 25 satellites 49:34 Live audience Q&A 57:37 Analyst reactions: Cantor Fitzgerald, Piper Sandler 59:35 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 Q2 2026 Earnings Call 00:00 Introduction and Safe Harbor 01:57 Abel Avellan's Opening Remarks 03:30 Spectrum Strategy and Tunable Bands 05:37 Rakuten J-LEO Award in Japan 06:26 60+ MNO Partners and 3B Subscribers 07:27 Bluebird Satellite Manufacturing Update 08:04 ASIC Chip Reaches Full Production 08:40 Texas Manufacturing Expansion 10:59 $1.3B Revenue Backlog Revealed 11:32 Scott Wisniewski on Commercialization 13:56 US Government Contracts and Golden Dome 15:10 Expanding TAM: Radar, IoT, AI Edge Compute 19:31 Q2 Revenue and 2026 Guidance 20:50 Andy Johnson's Financial Update 23:09 Manufacturing Cadence and CapEx Outlook 30:33 $1.15B Convertible Notes Offering 32:31 Shareholder Q&A Session 38:39 Analyst Q&A: Rakuten Deal and Backlog 53:47 Beta Trials and Commercial Timeline 1:00:41 Sovereign Constellations and Global Expansion 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk
AST SpaceMobile earnings hit today as Starlink Mobile shakes up the MNO landscape. Anpanman explains why $ASTS uptake could go from 5% to 100%. In this episode, Anpanman previews AST SpaceMobile's earnings release and unpacks the weekend's biggest storyline: Elon Musk's claims that Starlink Mobile could capture up to 50% of global internet traffic. Anpanman argues this competitive pressure will push mobile network operators like AT&T, Verizon, and eventually T-Mobile to bake AST SpaceMobile's direct-to-cell satellite service into every plan, pushing ASTS stock uptake far beyond the old 5-10% estimates. The episode also covers Rakuten's confirmation of the $1 billion J-LEO sovereign constellation award, upcoming Bluebird satellite launches on Falcon 9, and how AST stacks up against Globalstar, Iridium, and Amazon's Kuiper in the direct-to-device spectrum race. 00:00 Introduction 00:39 Shoutout to Redrum and Kook's podcast 02:20 The X spaces that disappear after 30 days 03:30 Starlink Mobile dominates the weekend news 04:06 Musk's bold claims: 25% share, $1 trillion revenue 05:50 Musk supporters turn on T-Mobile's CEO 06:47 Why 5-10% uptake estimates are now outdated 09:17 Satellite coverage becomes table stakes 10:40 Lessons from T-Mobile's old mid-band spectrum struggles 13:36 The MNO prisoner's dilemma 16:32 How AST gets adoption without customer acquisition costs 18:13 T-Mobile CFO's past comments on Starlink's limits 20:19 From duopoly to winner-take-most 23:04 Comparing satellite speeds: Block 2 vs Starlink v2 25:38 Globalstar, Amazon Kuiper, and the direct-to-device race 32:04 Iridium's niche and the massive IoT opportunity 36:47 Musk's claim: every car connected by Starlink 38:14 The SpaceX-Tesla stack vs the open alternative 41:52 Rakuten confirms $1 billion J-LEO award 42:38 Bluebird 14-16 launch update 43:25 Audience Q&A: earnings questions and AST's future 🎙️ 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/
Three more Blue Bird satellites just reached orbit, and $ASTS now covers 80% of Europe's mobile subscribers. Kook breaks down last week's successful launch and the growing confidence that AST SpaceMobile's launch cadence, not satellite production, is now the real story. He digs into a Meta working session hint, the near-final J-LEO deal with Rakuten in Japan, a fresh spectrum license, and a buried press release revealing integration testing with Deutsche Telekom, the 51% owner of T-Mobile. Kook also covers the FCC's push to clear the path for direct-to-cell, SpaceX's shaky terrestrial phone ambitions after its first earnings call, and Viasat's dumpster-fire quarter that shows just how fast satellite direct-to-cell is eating legacy revenue. All eyes now turn to AST SpaceMobile's earnings call this Monday for more on financials and launch visibility. 00:00 Introduction and crazy travel schedule 01:05 Recap of last week's successful 3-satellite launch 02:32 Launch cadence and timing for the next launch 03:46 Abel's comments on the platform's growing capabilities 05:38 Brendan Carr and the FCC clearing the path for DTC 06:24 Jennifer Manner joins the FCC's Technological Advisory Council 07:35 SpaceX's tweet and Gary Tan's reaction 09:21 Vinod S teases Meta working session with $ASTS 11:11 J-LEO update and Japan spectrum license 12:53 Cat's Y spectrum thread 13:19 Blue Origin's valve failure and retrofit update 15:12 SpaceX share unlock shakes out shorts 16:05 SpaceX's first earnings call and omni-connectivity 17:42 Debating SpaceX's terrestrial MNO ambitions 19:59 Tim Farrar's posturing theory on SpaceX vs T-Mobile 21:24 Piper Sandler turns incrementally bullish on $ASTS 22:02 Deutsche Telekom integration testing revealed 24:05 Battery Commodity: 80% of Europe's subscribers covered 27:32 Viasat's dumpster fire earnings call 29:02 Previewing Monday's $ASTS earnings call 🎙️ 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/
Kook reads the entire $ASTS DD live as AST SpaceMobile counts down to its Batch 2 launch on Falcon 9. In this episode, Kook walks through the full AST SpaceMobile due diligence deck while waiting for the Batch 2 satellite launch, covering everything from the company's founding story to its current valuation regimes. The discussion dives into ASTS stock's de-risking journey, including FCC approval, the Ligado spectrum deal, and partnerships with AT&T, Verizon, and Vodafone. Kook breaks down the direct-to-cell technology, comparing AST SpaceMobile's beam forming and satellite architecture against Starlink's approach, and explores financing history, government opportunities like Golden Dome, and the potential for AI data centers in space. 00:00 Introduction and remembering Steve Harrison 04:01 Investment thesis and the de-risking story 07:19 Winner-take-most and barriers to entry 10:42 Founder background: Abel Avellan 13:07 Key de-risking milestones and remaining risks 15:49 Consensus view vs the variant perception 19:46 Lessons learned: SPACs and death spirals 23:53 Cap table: who owns AST SpaceMobile 27:47 How ASTS stock trades into launches 34:56 Sell side estimates and revenue forecasts 38:49 Corporate governance and Abel's control 41:33 Business model and monetization paths 47:31 Modeling the market opportunity 50:36 Can the company finance itself 55:06 JVs, sovereignty and the J-LEO deal 1:00:03 Inside the technology: beams and satellites 1:10:47 AST SpaceMobile vs Starlink beam comparison 1:16:57 Ligado spectrum deal vs SpaceX's spectrum buy 1:23:19 Government opportunity and Golden Dome 1:52:44 Launch webcast begins - sign off 🎙️ 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/
AST SpaceMobile just began testing with Deutsche Telekom - and DT publicly said the name live on today's earnings call. In this episode, Anpanman breaks down the news that Satellite Connect Europe, the AST/Vodafone joint venture, has begun integration and testing with Deutsche Telekom alongside its existing European carrier partners. He digs into Deutsche Telekom's earnings call, where executives acknowledged AST SpaceMobile for the first time and raised doubts about Echostar's ability to secure S-band spectrum in the EU as its Starlink acquisition moves through regulatory review. Anpanman also covers the SpaceX lockup expiry and its ripple effects across satellite stocks, plus strong quarterly results from Redwire, Satellogic and BlackSky. He explains why direct-to-cell technology, MNO spectrum partnerships and shifting European regulatory dynamics could position ASTS stock as a dominant force in both the US and EU wireless markets. 00:00 Introduction 00:36 Deutsche Telekom testing announcement 01:53 SpaceX lockup expiry breakdown 04:00 Short interest and institutional demand dynamics 07:41 Sector earnings: Redwire, Satellogic, BlackSky 08:13 T-Mobile and Deutsche Telekom talks 09:39 Deutsche Telekom earnings call reaction 12:47 Echostar spectrum problems in Europe 15:24 Valuing AST SpaceMobile's EU opportunity 17:02 Bear narrative collapses on analysts 20:43 Public safety and emergency response use case 23:53 NATO, defense and European manufacturing 25:36 Satellite Connect Europe ownership structure 27:51 SpaceX's European regulatory dependency 29:38 Amazon and Globalstar comparison 32:44 Audience Q&A begins 39:52 Which MNOs stick with Starlink 43:11 Final thoughts and risk management 🎙️ 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 launched Bluebird 11, 12 & 13 this week. SpaceX's direct-to-cell bombshell changes everything for $ASTS. In this episode, Anpanman recaps the recent AST SpaceMobile launch of Bluebird satellites 11, 12, and 13, and shares highlights from the Space Mob investor meetup in Titusville. He breaks down SpaceX's newly announced direct-to-cell ambitions and what they mean for AT&T, Verizon, and T-Mobile, arguing that SpaceX's aggressive stance against carriers only strengthens AST SpaceMobile's position with mobile network operators globally. Anpanman also discusses new spectrum allocations in Brazil, Europe, and Kenya, along with FCC and regulatory dynamics around EchoStar's licenses, the upcoming ASTS earnings call on Monday, and why patience is required for the T-Mobile and Rakuten J-LEO partnerships to materialize. Throughout, he emphasizes staying unleveraged in ASTS stock ahead of major catalysts. 00:00 Introduction 00:22 Recap of the Titusville launch meetup 01:49 Next launch timing - satellites 14, 15, 16 02:15 Monday's earnings call preview 02:45 Launch mission recap and satellite separation graphics 04:06 Satellites establish contact, unfolding timeline 05:04 Free merch bags for launch attendees 07:05 SpaceX direct-to-cell bombshell breakdown 08:39 T-Mobile's exclusivity and potential exit 09:43 Why AST staying out of the media narrative helps 11:12 Verizon as the original stock unlock 14:47 SpaceX crossing the Rubicon with MNOs 16:44 Spectrum wins - Brazil, Europe, Kenya 19:08 Regulatory risk for the EchoStar-SpaceX deal 22:48 Can Starlink really compete with MNOs? 27:00 What T-Mobile means for ASTS upside 29:39 J-LEO, Rakuten and Telco patience 32:57 Community Q&A - launches, Meta talks 34:56 Closing thoughts - stay unleveraged 🎙️ 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 purposes only and is not financial advice. 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/
SpaceX just exposed its plan to steal AT&T, Verizon and T-Mobile customers - and why that's huge for AST SpaceMobile. In this episode, Anpanman breaks down SpaceX's shocking earnings call where Gwynne Shotwell and Elon Musk revealed plans to build a terrestrial network and directly compete for AT&T, Verizon and T-Mobile's $600 billion in wireless revenue. He explains why this direct-to-cell land grab is actually bullish for ASTS stock, since AST SpaceMobile's 50-50 revenue share model works with MNOs rather than against them, leveraging exclusivity agreements, Legato mid-band spectrum, and FCC-friendly positioning. Anpanman also covers the upcoming Bluebird 11, 12 and 13 satellite launches from Florida, the fallout from T-Mobile's earlier Starlink partnership, and why global carriers like Deutsche Telekom now have even more reason to turn to AST SpaceMobile. 00:00 Introduction - live from Titusville 01:31 SpaceX earnings call shocker 02:48 Shotwell and Musk drop direct-to-cell bombshell 03:19 Musk: Starlink to deliver majority of world's data 04:11 $600 billion MNO revenue target 05:16 Building a terrestrial network with small cells 07:38 Why this is bullish for AST SpaceMobile 09:02 T-Mobile and AST talks progressing 10:53 SpaceX vs buying an MNO outright 13:04 How AST's 50-50 model works with carriers 16:23 Regulatory angle: FCC and DOJ implications 18:11 Tim Farrar's wrong call on the JV 21:16 Public proclamation helps AST's regulatory case 23:38 Global implications: SoftBank, Rakuten, Deutsche Telekom 25:20 T-Mobile's Starlink blunder revisited 27:54 Tribute to Steve Larrison 29:31 Upcoming Bluebird 11, 12, 13 launch 🎙️ 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/
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/
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/
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/
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/
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.
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Apple Podcasts rankings via the Mato Topic Intelligence Platform.
Observed September 18, 2026. Cached outside the daily freshness window; the positions keep the date they were taken on.
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