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AST SpaceMobile - Why Space Stocks Keep Falling
AST SpaceMobile ASTS stock sells off with the whole space sector. Anpanman breaks down the macro, launch timing, and Starlink news.
Anpanman discusses a brutal day for ASTS stock, as rates, oil at a 12-year high, Iran headlines, and a violent rotation out of momentum and growth hit every space name. He explains why Rocket Lab, Planet Labs, and the neo-clouds are all down together, and why the drawdown since May looks macro-driven rather than company-specific. He also covers SpaceX earnings, neo-cloud CapEx risk, and the SpaceX lockup expiry.
The episode then turns to investor psychology and…
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