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The Setup Before AST SpaceMobile's Next Big Rerating
AST SpaceMobile ($ASTS) sentiment is near all-time lows while short interest hits record highs - Anpanman breaks down what's next.
Anpanman opens with the setup: implied volatility near all-time lows, short interest at an all-time high (65-94M shares), and sentiment washed out across Reddit and X. He argues these three ingredients, combined with looming catalysts, create the conditions for a violent rerating in ASTS stock, just like the move from $2 to $39 after the AT&T and Verizon deals.
He then digs into the near-term picture for satellite production and launches, including Bluebird 11…
The skinny
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