Latest / AST SpaceMobile Podcast
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…
The skinny
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