Latest / AST SpaceMobile Podcast
Kook's Weekly - January 11
Episode Summary: The Battle of the Banks, Production Clues, and the "Platform" Thesis
In this week's update, we navigate the recent volatility surrounding AST SpaceMobile, starting with the clash between Scotiabank’s "firefighting" downgrade and Bank of America’s supportive "zoom out" perspective. Despite the noise, the market absorbed the dip, signaling strong investor conviction ahead of 2026.
We break down the key takeaways from Scott’s appearance at CES and the company's narrative focus. A major highlight is the forensic analysis of the recent facility tour by Mirko Bibic, CEO of Bell…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.