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ASTS Stock Down 70%: SpaceX Spectrum Deal Explained
ASTS stock crashed from $130 to $40. Kook breaks down AST SpaceMobile, SpaceX's spectrum move, and the launch clues that keep him locked in.
Kook opens with a brutal week for ASTS stock, which fell about 70% as SpaceX's apparent purchase of the Grain spectrum shocked generalist investors. He explains the "terror of prices," what he got wrong, why he stays focused on terminal value, and why AST SpaceMobile doesn't owe anyone a flood of press releases while launch contracts, J-LEO, and Golden Dome play out.
From there Kook lays out his launch "murder mystery" theory covering Amazon's unused…
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