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AST SpaceMobile Podcast: Daily Summaries Delivered
by SpaceMob
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Yesterday25 min
Why Is Citadel Suddenly Trading AST SpaceMobile?
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 Introduction00:16 Questions About Yesterday's Thread00:33 Citadel Spotted Trading T1 Energy01:37 Checking Other Situational Awareness Holdings04:38 Citadel Shows Up in AST SpaceMobile Trading05:18 Citadel Active Across Robinhood and Coinbase Too06:41 Why Citadel Would Hedge Beta Exposure07:59 Rumors of Situational Awareness Unwinding09:26 Lessons From the 2008 Financial Crisis Playbook10:59 How Forced Liquidations Create Overswings13:17 Word Travels Fast in Distressed Situations15:47 A 10-Sigma Deleveraging Event17:11 Hedge Funds Down Double Digits This Month19:58 Risk-Reward Improves After the Selloff21:09 Mental Health and Avoiding Margin22:19 Cycles of Euphoria and Deleveraging Are Speeding Up23:26 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/
- 2 days ago1h 14m
AST SpaceMobile: Why This Selloff Isn't About Fundamentals
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 event01:01 Retail selling at fastest pace since Covid05:00 Korea's economic culture and speculative trading07:57 Margin, leverage and deleveraging explained09:09 The AI arms race and CapEx sustainability debate12:00 The human toll of leveraged losses14:11 Warning signs: Virgin Galactic and speculative space stocks16:00 Hindsight at ASTS's $133 high18:42 How hedge funds 'gross up' leverage23:14 Situational hedge fund blowup and memory stocks26:41 Signs of capitulation and forced selling29:49 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 rumor47:39 Why SpaceX won't buy Verizon or T-Mobile58:01 AST SpaceMobile catalyst tracker and next week's launch1:01:24 AT&T/Verizon/T-Mobile JV and Grain Management spectrum update1:07:57 Q&A: short squeeze potential1:09:57 Q&A: SpaceX earnings and lockup expiry impact1:12:19 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/
- 5 days ago57 min
AST SpaceMobile: Production Hell Is Over, Here's Proof
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 recap01:15 Jacob Keaton's account blowup lesson03:06 Warning against options and leverage06:00 Leverage cascades and forced selling across the market07:45 Remembering ASTS's past blow-off tops at $60 and $10011:28 Why the fundamentals still support the valuation12:43 Addressing the paid pumper accusations19:51 Production update - satellites in assembly and shipped21:54 Bluebird 8, 9 and 10 fully deployed23:47 Radar phased array and diverse launch vehicles26:07 SpaceX AI edge computing speculation27:47 ASTS vs Iridium constellation comparison29:42 Kevin Chen's rip down thread breakdown33:05 Starlink-Tesla mesh network threat34:57 Ankush Bansal joins ASTS from Nokia35:52 T-Mobile JV status and FCC spectrum test39:42 Why T-Mobile's Starlink service has low usage41:18 TAM expansion - weak signal vs dead zones46:24 Midland facility expansion and convertible bond close51:23 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.
- 6 days ago53 min
AST SpaceMobile: Amazon Files for 5,000 Satellites
Amazon just filed for a 5,000+ satellite direct-to-device constellation. Anpanman breaks down what it means for AST SpaceMobile and $ASTS.In this episode, Anpanman covers Amazon's new FCC filing for a 5,000+ satellite direct-to-device constellation and what it means for AST SpaceMobile's Ligado and Viasat spectrum position. He dives into the economics of mid-band and C-band spectrum deployment, AT&T's comments on CapEx savings from satellite coverage, and the massive one-bar coverage gap that direct-to-cell technology could solve. Anpanman also shares updates on ASTS stock, the upcoming Bluebird launch expected the week of August 3rd, projected Q2 earnings timing, and a candid discussion on margin, options, and risk management during this volatile market.00:02 Introduction and market reflections02:07 Amazon's 5,000-satellite FCC filing07:24 Ligado, Viasat and the spectrum poison pill10:41 Mid-band and C-band spectrum economics17:49 The one-bar signal opportunity22:19 Hedge fund short sellers and the government business25:39 Earnings date and launch timing28:44 Investor Q&A: Amazon patents vs Starlink30:36 Market volatility, rates and the Iran conflict35:33 Margin, options and risk management lessons52:10 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/This is not financial advice. Do your own research before making any investment decisions.
- 1 weeks ago42 min
AST SpaceMobile - All 3 US Carriers Now On Board
AT&T CEO reveals a CapEx savings story analysts missed - decommissioning towers via satellite. Plus: is T-Mobile's Starlink exclusivity actually a problem for $ASTS?Anpanman returns from vacation to break down a massive week for AST SpaceMobile, covering earnings calls from all three major US carriers - AT&T, Verizon, and T-Mobile - and what their comments mean for ASTS stock and the direct-to-cell satellite opportunity. He unpacks AT&T CEO John Stankey's explicit comments on the CapEx savings story, Verizon shutting down the SpaceX MVNO backdoor theory, and the T-Mobile CEO's surprising statement that satellite coverage is now "table stakes" - a significant shift from the bear case narrative. Anpanman also digs into Abel's bullish Bluebird tweet, which revealed radar phased array capabilities, space edge AI computing, and peak data rates of 200 Mbps, and closes with his take on the Falcon 9 wind-down speculation and what it means for AST's launch cadence.00:00 Introduction00:34 AT&T Earnings - CapEx Savings Story and Coverage Strategy02:00 AT&T Blocks Starlink MVNO and the One-Bar Opportunity05:48 AT&T as Lead Partner and the JV Structure06:09 Verizon Earnings - MVNO Shutdown and JV Commitment07:53 T-Mobile Earnings - Exclusivity Comments and Table Stakes Shift13:56 Abel's Bluebird Tweet - Radar, AI Computing, and 200 Mbps26:44 Falcon 9 Wind-Down Speculation and Launch Cadence33:13 Q&A - Price Action, T-Mobile Exclusivity, JV Structure, Launch Timing🎙️ 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 and entertainment purposes only and does not constitute financial advice. Always do your own research before making any investment decisions.
- 1 weeks ago37 min
Know What You Own: Surviving the Momentum Crash and What Comes Next for $ASTS
👋 Connect with the host on X: https://x.com/thekookreport👕 Get the Gear: https://spacemob.printify.me/Last week was a rollercoaster for $ASTS investors, and Kook doesn't sugarcoat it. In this raw and candid episode, Kook walks listeners through the emotional whiplash of watching the stock drop to $56, getting blindsided by a surprise $1 billion convertible bond offering, and then — after some serious reflection — realizing it might have been exactly the right move. From a 2:30am sick-kid wake-up to catching waves and firing up a Spaces session, this is Kook at his most unfiltered.Kook breaks down the fundamental progress at AST SpaceMobile that the market seems to be ignoring: the successful unfurling of the first composite Bluebird satellite, batch two officially in motion, and spectral efficiency numbers coming in at roughly three times what was previously modeled. These aren't small data points — according to Kook, they represent a dramatic reduction in cost-per-bit and a clear signal that the "machine that makes the machine" is finally humming. The production hell phase, he argues, is essentially over.Beyond the technical milestones, Kook dives deep into the mosaic of catalysts building around $ASTS — from the J.Leo project now formally referenced in a Reg FD filing with Rakuten, to strong circumstantial evidence pointing toward an imminent T-Mobile partnership as the Starlink exclusivity window closes. Kook also explores the sovereignty theme playing out globally, the FCC's proposed TAM expansion to include IoT and agricultural devices, and the intriguing possibility of an investment in a launch company. The picture he paints is one of a company on the cusp of multiple simultaneous inflection points.Kook closes with a masterclass in investment psychology — why knowing what you own is the only real defense against momentum-driven volatility, why being early is both a gift and a curse, and why the pain of a 58% drawdown doesn't change the underlying thesis. If you've been rattled by the recent price action in $ASTS, this episode is required listening. The pot, as Kook puts it, might just be reaching a boiling point.00:26 Introduction01:57 AST SpaceMobile Fundamental Update: Bluebird Unfurling & Batch Two03:16 Spectral Efficiency Breakthrough and What It Means for the Model05:21 The Convertible Bond Reaction and Why Kook Changed His Mind08:26 J.Leo Confirmed in Reg FD Filing and the Rakuten Connection14:11 T-Mobile, Mosaic Investing, and Catalysts on the Horizon21:05 TAM Expansion: FCC, IoT, Landlines, and Space-Based Data Centers35:20 Investment Psychology: Know What You Own and Surviving the Drawdown
- 2 weeks ago40 min
Money Isn't Everything: Lessons on Life, Loss, and Investing
👋 Connect with the host on X: https://x.com/spacanpanman👕 Get the Gear: https://spacemob.printify.me/In one of the most raw and personal episodes yet, Anpanman opens up from the West Coast where he's attending the funeral of a close friend who passed from cancer. Rather than stay silent during a painful market drawdown, Anpanman chose to show up for the community — reminding listeners that financial loss, while real, is never worth more than your health, your relationships, or your life.Anpanman shares deeply personal stories, including watching his father — a self-made immigrant entrepreneur — over-leverage into businesses he had no business entering during the easy-money era, ultimately losing nearly everything while quietly battling late-stage colorectal cancer. These stories aren't told for sympathy — they're told as hard-won wisdom for anyone who has ever confused paper wealth with real wealth, or let hubris push them into margin calls and outsized bets they couldn't afford.The conversation covers practical investing principles Anpanman has lived by: never deploy margin in size, use options only with precise timing and price conviction, never chase losses to reclaim a previous peak, and always know your tax situation before year-end. Anpanman explains why the instinct to "make it back" after a drawdown is the single most dangerous mindset an investor can carry — likening it to going on tilt in a casino — and why true risk management only comes after you've felt the pain of losing a significant amount of money.This episode is a must-listen for anyone feeling the weight of the current market environment. Anpanman closes with a message of genuine encouragement: financial mistakes are recoverable, health mistakes sometimes aren't, and if you're thinking about doing something drastic, reach out — because life is always worth more than a portfolio. Stay level-headed, stay invested in high-quality ideas, and keep your chin up.00:26 Introduction & Why Anpanman Is on the West Coast01:42 Life Perspective: Money Isn't Everything03:45 The Danger of Hubris and Going on Tilt06:13 Lessons from Anpanman's Father: Over-Leverage and Loss13:38 The Worst Investing Mindset — Chasing Your Peak17:16 Rules on Margin and Options23:04 Korea Margin Accounts and the Dark Side of Volatility34:26 Tax Planning, Closing Thoughts, and Market Outlook
- 2 weeks ago58 min
Anpanman & Kook: Why Did AST SpaceMobile Do a Convert at $58?
👋 Connect with the host on X: https://x.com/spacanpanman👕 Get the Gear: https://spacemob.printify.me/In one of the most candid and unfiltered conversations to hit the AST SpaceMobile investing community, @spacanpanman & @thekookreport sit down for a raw, real-time debrief on everything that just happened — the convertible note offering, the Blue Origin setback, the unfurling of the first composite Block 2 satellite, and what it all means for long-term holders who've watched the stock get cut in half.According to @spacanpanman & @thekookreport, the timing of the convert wasn't random and almost certainly wasn't planned weeks in advance. The pair break down the credit market dynamics — specifically how SpaceX credit widening, a flood of new convert issuance from the Mag 7, and a cheapening convert market created a narrow window that Scott Wisniewski and the AST team had to act on decisively. Add in the Blue Origin launch pad explosion that knocked out a key launch partner for months, and suddenly the decision to raise now rather than later starts looking a lot less like a betrayal and a lot more like sound capital management under pressure.@spacanpanman & @thekookreport also dig deep into the strategic picture that most retail investors aren't fully pricing in — from the J-Leo advanced discussions disclosed for the first time in a Reg FD filing, to the Golden Dome opportunity quietly signaled by Scott months ago, to the prisoner's dilemma the US carrier JV is creating for every major MNO globally. The argument is simple but powerful: in a world where Starlink is being seen as a competitive threat to fixed wireless and mobile, no serious telco is going to willingly hand them their customer base. That structural shift changes the urgency of the race entirely.This episode is equal parts market analysis, investor therapy, and long-term conviction stress test. @spacanpanman & @thekookreport close with a reminder that this stock has moved 70% in ten days before — and the catalysts in front of it, from imminent launch to definitive MNO agreements to Golden Dome disclosures, are as real as they've ever been. If you've been shaken by the dilution, the noise, or the trolls, this conversation is the reset you need.00:26 Introduction & Near-Miss on the Freeway00:55 Why They're Having This Conversation on Air01:15 Convert Market Dynamics & SpaceX Credit Widening04:22 The Capped Call Structure and Cost of Capital Math06:26 Why Now? Blue Origin, Supply Windows, and Capital Strategy13:50 The JV, MVNO Prisoner's Dilemma & Starlink's Real Threat23:26 First Composite Block 2 Satellite Unfurled — A Genuine Milestone38:26 Spectrum Strategy, Golden Dome, and What Comes Next
About 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, and key announcements straight from the source.Contact @redrum_2001 on X if you have questions.
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