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AST SpaceMobile Has $3B Cash and Funding for 100 Satellites
AST SpaceMobile (ASTS) dipped under $40 on margin calls. Anpanman breaks down the macro, leverage, and why the thesis hasn't changed.
Anpanman walks through a brutal week for ASTS stock and the wider space sector, tying the selloff to a hot CPI print, rising rates, neocloud stress (CoreWeave CDS near 1180), and forced deleveraging. He explains why the space sector looks derated, how margin calls cascade, and why Rocket Lab's Neutron delay hit sentiment across space names.
Anpanman then re-underwrites the AST SpaceMobile thesis: Bluebird 11 unfolded successfully, the strategic backdrop for…
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