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PODCAST

AST SpaceMobile Podcast

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,

business investing

All Episodes

00:53:42

AST SpaceMobile vs SpaceX Spectrum

AST SpaceMobile Podcast ·

2026/10/12

ASTS stock sold off after SpaceX bought spectrum. Kook explains why it may be good news for AST SpaceMobile's direct-to-cell plan.Kook breaks down a brutal week for ASTS stock, where leveraged traders got hammered by a momentum selloff, a delayed Blue Origin, and confusion around SpaceX. He argues that SpaceX buying low-band spectrum and pivoting to a B2C Starlink mobile strategy removes it as a B2B competitor to AST SpaceMobile. Along the way, Kook covers the State Department's J-LEO

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00:48:48

SpaceX Buys Grain Management Spectrum Explained

AST SpaceMobile Podcast ·

2026/10/08

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 Management's low-band spectrum, alongside a major FCC order released the same day. He explains why the deal looks negative for AT&T, Verizon and T-Mobile at first glance, but strengthens the strategic case for AST SpaceMobile. The ASTS stock knee-jerk reaction, the carriers' after-hours

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00:41:29

AST SpaceMobile Just Got US State Department Backing

AST SpaceMobile Podcast ·

2026/10/06

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 references from its T-Satellite website right after the carrier joint venture with AT&T and Verizon is such a big strategic signal for AST SpaceMobile. He covers T-Mobile's history with Starlink and spectrum, and why AST's wholesale direct-to-cell model leaves customer acquisition, billing,

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00:42:37

Why T-Mobile Is Scrubbing Starlink Before an ASTS Deal

AST SpaceMobile Podcast ·

2026/10/05

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 through the competing theories about whether the satellite was stuck and why the deployment record for AST SpaceMobile stays perfect. He argues the flawless execution reflects a military-grade approach to testing and reliability, and covers the launch of batch 3 (BlueBirds 14, 15 and 16) on another

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01:27:24

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

AST SpaceMobile Podcast ·

2026/10/02

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-Mobile and explains why he believes it squarely fits AST SpaceMobile and was formed to counter Starlink. He covers the pooling of scarce low-band spectrum, open standards versus proprietary networks, the regulatory path through the DOJ and FCC, and why direct-to-cell competitors like Amazon and

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00:52:15

AST SpaceMobile BB14-16 Shipped, Bluebird 11 Unfolds

AST SpaceMobile Podcast ·

2026/10/01

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 16 satellites have shipped, and that the Bluebird 11 phased array unfolded successfully. He explains why the company may have delayed its PR, why it should keep the details of the unfolding private, and why AST SpaceMobile has a perfect record for satellites that reached orbit. Anpanman also looks

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01:06:23

AST SpaceMobile 8-K: Change of Control Severance...

AST SpaceMobile Podcast ·

2026/09/29

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 after the close, which sets up double-trigger change-of-control severance for senior executives. He explains how these packages work and why boards adopt them. He also covers why he sees this filing as off-cycle rather than routine housekeeping, and how the Iridium and Rocket Lab timeline offers a real

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00:28:00

The Space Industry's Next Mag-7 Moment

AST SpaceMobile Podcast ·

2026/09/28

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 on BlueBird 11, weighing whether the satellite's array successfully unfurled, got stuck mid-deployment, or needs to be deorbited. He compares the situation to BW3's 2021 bolt issue, where a stuck deployment was fixed with new software and thermal cycling, and explains why difficulty

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00:57:51

The Setup Before AST SpaceMobile's Next Big Rerating

AST SpaceMobile Podcast ·

2026/09/27

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, short interest at an all-time high (65-94M shares), and sentiment washed out across Reddit and X. He argues these three ingredients, combined with looming catalysts, create the conditions for a violent rerating in ASTS stock, just like the move from $2 to $39 after the AT&T and Verizon deals.He

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00:44:49

Why Was $ASTS Dead Silent at the Paris Conference?

AST SpaceMobile Podcast ·

2026/09/21

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 rock bottom, admitting he's been distracted by a personal stablecoin (USDe) investment while ASTS stock stays quiet. He dives deep into the Bluebird 11 satellite mystery, walking through TLE tracking data, mean motion comparisons to BW12 and BW13, and the theories around possible station-keeping

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00:36:00

Why Hasn't AST SpaceMobile Shipped Satellites Yet?

AST SpaceMobile Podcast ·

2026/09/17

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 and how the resulting relief rally lifted AST SpaceMobile and the entire high-beta space sector, including Rocket Lab, Planet Labs, and Redwire. He explains why negative sentiment toward ASTS stock has spiked in recent weeks and why that negativity mirrors what's happening across nearly every

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01:05:10

AST SpaceMobile - Space-Based Sensing and Targeting...

AST SpaceMobile Podcast ·

2026/09/14

AST SpaceMobile just got confirmed for space-based sensing and targeting - Kook breaks down the SDA filing and a $68 vs $210 price target debate.Kook opens with the weekend chaos around a Spanish analyst named Amerito whose bearish $210-to-$68 DCF on $ASTS stock sparked a firestorm, and walks through why discount rate assumptions and duration risk make academic finance models misleading for a high-growth satellite name like AST SpaceMobile.The episode digs into the Porsche versus Toyota analogy for

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01:07:37

AST SpaceMobile: Japan Files 136-Satellite...

AST SpaceMobile Podcast ·

2026/09/08

AST SpaceMobile ($ASTS) update: Japan files a 136-satellite constellation at the ITU as Europe's big carriers move to counter Starlink.In this episode, Anpanman breaks down why sovereignty has become the defining theme for AST SpaceMobile and the broader satellite sector. He walks through Japan's MIC filing with the ITU for a 136-satellite 'J-Bluebird' constellation on behalf of the Rakuten and AST SpaceMobile joint venture, filed on September 4th, and explains how it ties into

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00:40:24

Is AST SpaceMobile Becoming Space's Next Hyperscaler?

AST SpaceMobile Podcast ·

2026/09/08

AST SpaceMobile's BW11 satellite remains undeployed - Kook explains why, plus Adriana Cisneros just sent a bullish signal on $ASTS stock.Kook dives into the mystery of Bluebird 11 not yet deploying, citing heightened solar activity and Labor Day staffing levels as the likely explanations, while noting the company's FCC filing confirming the satellite is otherwise nominal. He also highlights AST SpaceMobile director Adriana Cisneros buying ASTS stock as a confidence signal following

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00:32:06

Why AST SpaceMobile Could Hit $242 (Read by AI)

AST SpaceMobile Podcast ·

2026/09/03

Bahrenberg initiates AST SpaceMobile ($ASTS) coverage with a Buy rating and $92 price target - here's the full thesis.In this episode, Bahrenberg walks through the full initiation report on AST SpaceMobile, breaking down why ASTS stock is positioned as the only proven space-based direct-to-cell broadband provider. The discussion covers ASTS's 60+ MNO partnerships covering roughly 3 billion subscribers, its spectrum moat of 45 MHz of L-band and 60 MHz of S-band, and a revenue model projected

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00:58:06

$ASTS Could Rip 10-20X From Here

AST SpaceMobile Podcast ·

2026/08/31

AST SpaceMobile hits satellite 48 in production as Bluebird 14 completes - Kook breaks down why $ASTS still has 10-20X upside despite the selloff.In this week's episode, Kook tackles the brutal sentiment across satellite and space stocks, comparing AST SpaceMobile's chart to Rocket Lab, Redwire, and Planet Labs to argue this is dispersion within a sector selloff, not a bubble bursting. He pushes back on technical analysis-driven bearishness and explains why he remains focused on fundamentals

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01:10:59

The Antonov Just Landed - Here's What It Means for ASTS

AST SpaceMobile Podcast ·

2026/08/29

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

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00:45:13

Why SpaceX Secretly Fears $ASTS (Insider Call Leaked)

AST SpaceMobile Podcast ·

2026/08/24

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

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00:08:30

AST SpaceMobile: AT&T COO's Bullish Grain Spectrum Post

AST SpaceMobile Podcast ·

2026/08/22

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

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00:48:32

AST SpaceMobile - The $6 Billion Spectrum War With...

AST SpaceMobile Podcast ·

2026/08/21

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

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213 results

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