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Anpanman - The Apple Alpha: FCC Filings and the SpaceX Threat
Anpanman breaks down a volatile morning in the markets, explaining how crypto liquidations are causing a cascading effect on risk assets. This episode provides essential context for the SpaceMob on why current stock movements are detached from the fundamental progress being made in the satellite connectivity sector.
A deep dive into recent FCC filings reveals that Apple is testing iPhone hardware on specific 700 and 800 MHz bands. Anpanman explains that AST SpaceMobile is the only satellite operator capable of servicing these bands, providing a strong signal that Apple is moving toward a…
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