Why Hasn't AST SpaceMobile Shipped Satellites Yet?

AST SpaceMobile Podcast · Sep 17, 2026 · 36m

AST SpaceMobile ($ASTS) rallies post-Fed as 48 Bluebirds sit in production. Anpanman breaks down the real story behind the delays.

In this episode, Anpanman discusses the Fed's quarter-point rate hike and how the resulting relief rally lifted AST SpaceMobile and the entire high-beta space sector, including Rocket Lab, Planet Labs, and Redwire. He explains why negative sentiment toward ASTS stock has spiked in recent weeks and why that negativity mirrors what's happening across nearly every momentum name in the market.

Anpanman walks through AST SpaceMobile's production update, including 48…