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AST SpaceMobile vs SpaceX Spectrum
ASTS stock sold off after SpaceX bought spectrum. Kook explains why it may be good news for AST SpaceMobile's direct-to-cell plan.
Kook breaks down a brutal week for ASTS stock, where leveraged traders got hammered by a momentum selloff, a delayed Blue Origin, and confusion around SpaceX. He argues that SpaceX buying low-band spectrum and pivoting to a B2C Starlink mobile strategy removes it as a B2B competitor to AST SpaceMobile. Along the way, Kook covers the State Department's J-LEO announcement with Rakuten, Brazil spectrum, Elon's fight with India, and why data sovereignty could favor…
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