Latest / AST SpaceMobile Podcast
SpaceX Buys Grain Management Spectrum Explained
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 selloff and what SpaceX's plan to become a fourth mobile network operator means for the direct-to-cell race…
The skinny
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