Shows / AST SpaceMobile Podcast
AST SpaceMobile Podcast
AST SpaceMobile Podcast brings you the latest updates, insights, and discussions surrounding AST SpaceMobile’s mission to build the first space-based cellular broadband network. Featuring republished X Spaces sessions hosted by @thekookreport and @spacanpanman, the podcast dives deep into the company’s groundbreaking technology, market opportunities, and industry trends. Additionally, we repost AST SpaceMobile’s earnings calls, providing direct access to financial updates, strategic milestones…
Episodes
AST SpaceMobile PodcastASTS Stock: SpaceX Falcon 9 Pause Delays Bluebirds 14-16
AST SpaceMobile earnings are Nov 9, and SpaceX just paused Falcon 9 for 6 weeks. What it means for ASTS and the Bluebird launch rush. Anpanman discusses the…
AST SpaceMobile PodcastASTS Stock Down 70%: SpaceX Spectrum Deal Explained
ASTS stock crashed from $130 to $40. Kook breaks down AST SpaceMobile, SpaceX's spectrum move, and the launch clues that keep him locked in. Kook opens with a…
AST SpaceMobile PodcastIs AST SpaceMobile the Only Counter to Starlink?
Starlink eyes 80,000 cell sites and MNOs sell off. Anpanman breaks down what it means for AST SpaceMobile ($ASTS) and direct-to-cell. In this episode, Anpanman…
AST SpaceMobile PodcastAST SpaceMobile - Why Space Stocks Keep Falling
AST SpaceMobile ASTS stock sells off with the whole space sector. Anpanman breaks down the macro, launch timing, and Starlink news. Anpanman discusses a brutal…
AST SpaceMobile PodcastAST SpaceMobile Intermittent Service Starts in 2026
AST SpaceMobile's new PR sets intermittent broadband in 5 markets by end of 2026. Anpanman breaks down what it means for ASTS. In this episode, Anpanman covers…
AST SpaceMobile PodcastWill Starlink Be Shut Out of Europe?
Europe's Big 4 telcos just formed a JV to bid on MSS spectrum in May 2027. What it means for AST SpaceMobile (ASTS) and Starlink. Anpanman breaks down the…
AST SpaceMobile PodcastAST SpaceMobile Has $3B Cash and Funding for 100 Satellites
AST SpaceMobile (ASTS) dipped under $40 on margin calls. Anpanman breaks down the macro, leverage, and why the thesis hasn't changed. Anpanman walks through a…
AST SpaceMobile PodcastAST SpaceMobile vs SpaceX Spectrum
ASTS stock sold off after SpaceX bought spectrum. Kook explains why it may be good news for AST SpaceMobile's direct-to-cell plan. Kook breaks down a brutal…
AST SpaceMobile PodcastSpaceX Buys Grain Management Spectrum Explained
SpaceX buys Grain Management spectrum - why Anpanman says it's bullish for AST SpaceMobile ($ASTS) and locks in the carriers. In this episode, Anpanman reacts…
AST SpaceMobile PodcastAST SpaceMobile Just Got US State Department Backing
T-Mobile scrubbed Starlink from its T-Satellite site. AST SpaceMobile (ASTS) news: Canada, the State Dept and Japan's $1B J-LEO. In this episode, Anpanman…
AST SpaceMobile PodcastWhy T-Mobile Is Scrubbing Starlink Before an ASTS Deal
AST SpaceMobile's BlueBird 11 came in nominal and batch 3 is in orbit. Kook breaks down the ASTS T-Mobile deal bet and more. Kook opens by reacting to the news…
AST SpaceMobile Podcast$ASTS: Why the Telco JV Is Really Aimed at Starlink
AST SpaceMobile ASTS: Anpanman breaks down the AT&T, Verizon, T-Mobile telco JV and B. Riley's $85 to $65 downgrade. Anpanman digs into the newly announced…
AST SpaceMobile PodcastAST SpaceMobile BB14-16 Shipped, Bluebird 11 Unfolds
AST SpaceMobile's Bluebirds 14-16 are shipped and Bluebird 11 unfolded. Anpanman breaks down the ASTS news and launch window. In this episode, Anpanman covers…
AST SpaceMobile PodcastAST SpaceMobile 8-K: Change of Control Severance Explained
AST SpaceMobile's new 8-K adds change-of-control severance. Anpanman breaks down what it means for ASTS stock and a possible deal. In this episode, Anpanman…
AST SpaceMobile PodcastThe Space Industry's Next Mag-7 Moment
AST SpaceMobile's BB11 satellite may be stuck or deployed - Kook digs into TLE data, maxed-out shorts, and AT&T's direct-to-cell push. Kook returns from being…
AST SpaceMobile PodcastThe Setup Before AST SpaceMobile's Next Big Rerating
AST SpaceMobile ($ASTS) sentiment is near all-time lows while short interest hits record highs - Anpanman breaks down what's next. Anpanman opens with the…
AST SpaceMobile PodcastWhy Was $ASTS Dead Silent at the Paris Conference?
AST SpaceMobile ($ASTS) went strangely quiet at the Paris satellite conference this week - Kook breaks down why, plus the Bluebird 11 mystery. Kook opens with…
AST SpaceMobile PodcastWhy Hasn't AST SpaceMobile Shipped Satellites Yet?
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…
AST SpaceMobile PodcastAST SpaceMobile - Space-Based Sensing and Targeting Confirmed
AST SpaceMobile just got confirmed for space-based sensing and targeting - Kook breaks down the SDA filing and a $68 vs $210 price target debate. Kook opens…
AST SpaceMobile PodcastAST SpaceMobile: Japan Files 136-Satellite Constellation at ITU
AST SpaceMobile ($ASTS) update: Japan files a 136-satellite constellation at the ITU as Europe's big carriers move to counter Starlink. In this episode…
AST SpaceMobile PodcastIs AST SpaceMobile Becoming Space's Next Hyperscaler?
AST SpaceMobile's BW11 satellite remains undeployed - Kook explains why, plus Adriana Cisneros just sent a bullish signal on $ASTS stock. Kook dives into the…
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Why AST SpaceMobile Could Hit $242 (Read by AI)
Bahrenberg initiates AST SpaceMobile ($ASTS) coverage with a Buy rating and $92 price target - here's the full thesis. In this episode, Bahrenberg walks…
AST SpaceMobile Podcast$ASTS Could Rip 10-20X From Here
AST SpaceMobile hits satellite 48 in production as Bluebird 14 completes - Kook breaks down why $ASTS still has 10-20X upside despite the selloff. In this…
AST SpaceMobile PodcastThe Antonov Just Landed - Here's What It Means for ASTS
AST SpaceMobile ($ASTS) craters to $58 as Fed rate fears crush high-beta stocks. New Antonov delivery hints at a Q4 production surge. Anpanman breaks down a…
AST SpaceMobile PodcastWhy SpaceX Secretly Fears $ASTS (Insider Call Leaked)
AST SpaceMobile ($ASTS) news: White House unveils new space policy, SpaceX's MNO strategy backfires, and Grain spectrum drama heats up. Kook breaks down the…
AST SpaceMobile PodcastAST SpaceMobile: AT&T COO's Bullish Grain Spectrum Post
AT&T's COO just gave AST SpaceMobile a massive public endorsement over Grain Management's 800MHz spectrum test. Here's why it matters. Anpanman breaks down…
AST SpaceMobile PodcastAST SpaceMobile - The $6 Billion Spectrum War With SpaceX
Grain Management's $6 billion spectrum sale has AST SpaceMobile and SpaceX both in the mix - here's what's really happening. Anpanman breaks down the Bloomberg…
AST SpaceMobile PodcastAST SpaceMobile: T-Mobile Deal Coming Next
AST SpaceMobile ($ASTS) stock dipped near $64 before rebounding this week. Anpanman explains why a T-Mobile deal could be the next major catalyst. Anpanman…
AST SpaceMobile PodcastWhy AST SpaceMobile's Grain Spectrum Deal Is Huge
AST SpaceMobile ($ASTS) update: Chris Ambar joins T-Mobile, FCC grants Grain 800MHz test authority, plus a major new strategic hire. Anpanman opens with a…
AST SpaceMobile PodcastAST SpaceMobile - J-LEO Confirmed, T-Mobile Next?
AST SpaceMobile ($ASTS) confirms J-LEO, lands new government contracts, and reveals its AI edge compute roadmap this week. Kook breaks down AST SpaceMobile's…
AST SpaceMobile PodcastAST SpaceMobile Q2 - Anpanman Bullish
AST SpaceMobile's Q2 call revealed a $1.3B backlog, 100 MHz of US spectrum, and a shocking Wall Street hire. In this episode, Anpanman breaks down AST…
AST SpaceMobile PodcastAST SpaceMobile Q2 2026 Earnings Call
AST SpaceMobile Q2 2026 Earnings Call 00:00 Introduction and Safe Harbor 01:57 Abel Avellan's Opening Remarks 03:30 Spectrum Strategy and Tunable Bands 05:37…
AST SpaceMobile PodcastStarlink Mobile Just Made AST SpaceMobile the Winner
AST SpaceMobile earnings hit today as Starlink Mobile shakes up the MNO landscape. Anpanman explains why $ASTS uptake could go from 5% to 100%. In this…
AST SpaceMobile PodcastKook's Weekly - Is SpaceX Bluffing About Its T-Mobile Phone War?
Three more Blue Bird satellites just reached orbit, and $ASTS now covers 80% of Europe's mobile subscribers. Kook breaks down last week's successful launch and…
AST SpaceMobile PodcastThe Kook Report - The $ASTS DD
Kook reads the entire $ASTS DD live as AST SpaceMobile counts down to its Batch 2 launch on Falcon 9. In this episode, Kook walks through the full AST…
AST SpaceMobile PodcastAST SpaceMobile x Deutsche Telekom - Europe conquered
AST SpaceMobile just began testing with Deutsche Telekom - and DT publicly said the name live on today's earnings call. In this episode, Anpanman breaks down…
AST SpaceMobile PodcastAST SpaceMobile: SpaceX Just Handed Us T-Mobile
AST SpaceMobile launched Bluebird 11, 12 & 13 this week. SpaceX's direct-to-cell bombshell changes everything for $ASTS. In this episode, Anpanman recaps the…
AST SpaceMobile PodcastAST SpaceMobile - SpaceX Just Declared War
SpaceX just exposed its plan to steal AT&T, Verizon and T-Mobile customers - and why that's huge for AST SpaceMobile. In this episode, Anpanman breaks down…
AST SpaceMobile PodcastAST SpaceMobile: Bluebird 11-13 Launch This Week
Bluebird 11-13 launch early Wednesday morning as $ASTS rebounds hard off the big market unwind. Anpanman breaks down why AST SpaceMobile and the wider…
AST SpaceMobile Podcast248 Satellites vs 650: Why $ASTS Beats Starlink on Efficiency
Batch Two is ready to launch, and Vodafone's CEO just confirmed $ASTS is worth it. Plus: the $20B hedge fund blowup rattling markets, and a possible Golden…
AST SpaceMobile PodcastWhy Is Citadel Suddenly Trading AST SpaceMobile?
A $45 billion hedge fund unwind rocked $ASTS this week. Kook breaks down why Citadel was suddenly trading everywhere. In this solo episode, Kook walks through…
AST SpaceMobile PodcastAST SpaceMobile: Why This Selloff Isn't About Fundamentals
ASTS cratered from $133 to $56 in weeks. Anpanman explains the brutal deleveraging event behind the crash - and why fundamentals still win. In this episode…
AST SpaceMobile PodcastAST SpaceMobile: Production Hell Is Over, Here's Proof
Stock got crushed last week, but ASTS production is ripping - Bluebirds 8, 9 and 10 fully deployed, satellites in assembly hit 42. Kook breaks down a brutal…
AST SpaceMobile PodcastAST SpaceMobile: Amazon Files for 5,000 Satellites
Amazon just filed for a 5,000+ satellite direct-to-device constellation. Anpanman breaks down what it means for AST SpaceMobile and $ASTS. In this episode…
AST SpaceMobile PodcastAST SpaceMobile - All 3 US Carriers Now On Board
AT&T CEO reveals a CapEx savings story analysts missed - decommissioning towers via satellite. Plus: is T-Mobile's Starlink exclusivity actually a problem for…
AST SpaceMobile PodcastKnow What You Own: Surviving the Momentum Crash and What Comes Next for $ASTS
👋 Connect with the host on X: https://x.com/thekookreport 👕 Get the Gear: https://spacemob.printify.me/ Last week was a rollercoaster for $ASTS investors, and…
AST SpaceMobile PodcastMoney Isn't Everything: Lessons on Life, Loss, and Investing
👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ In one of the most raw and personal episodes yet…
AST SpaceMobile PodcastAnpanman & Kook: Why Did AST SpaceMobile Do a Convert at $58?
👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ In one of the most candid and unfiltered conversations…
AST SpaceMobile PodcastPain Before Gain: Why Anpanman Is Still Buying the Dip on $ASTS
👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ AST SpaceMobile investors have had a brutal stretch —…
AST SpaceMobile PodcastFirst Principles Say Starlink Loses the Race to Your Phone
👋 Connect with the writer on X: https://x.com/redrum_2001 What really separates AST SpaceMobile from Starlink's direct-to-cell service? Most people frame it as…
AST SpaceMobile PodcastWhy the Street Has No Clue About AST SpaceMobile's Biggest Catalyst Yet
The market is bleeding, sentiment is at rock bottom, and space stocks have been grinding lower since the end of May — but Anpanman isn't sweating it. In this…
AST SpaceMobile PodcastIs AST SpaceMobile a Volcano About to Explode?
What does a choppy stock price, a massive spectral efficiency breakthrough, and a high-profile executive hire all have in common? According to Kook, they're…
AST SpaceMobile PodcastThe Return of the King: Chris Sambar Joins T-Mobile and What It Means for AST SpaceMobile
In a market drowning in red, Anpanman cuts through the noise to deliver two pieces of news that he believes will matter enormously once the dust settles. With…
AST SpaceMobile PodcastAST SpaceMobile Hits 10 Bits Per Hertz — Matching Terrestrial Networks From Space
On a brutal red day across high-beta markets, Anpanman jumped on a live space to cut through the noise and deliver some of the most significant technical and…
AST SpaceMobile PodcastAST SpaceMobile Explained: The Biggest Telecom Disruption in History
What if the phone already in your pocket could find a signal anywhere on Earth — no dish, no extra hardware, no new subscription? That is the audacious promise…
AST SpaceMobile PodcastKook's Halftime: J.Leo, Golden Dome, Rocket Lab's Desperation & the Race for Spectrum
What happens when a quiet Fourth of July week turns into a flood of signal for AST SpaceMobile investors? In this rapid-fire halftime episode, Kook breaks down…
AST SpaceMobile PodcastWhy AST SpaceMobile Will Dominate the Next Decade (It’s Not Just Phones)
What if the real AST SpaceMobile story isn't about any single market — but about one physical asset silently dominating three at the same time? In this…
AST SpaceMobile PodcastGrain Management Just Got FCC Approval — And AST SpaceMobile Is the Only Winner
The satellite connectivity space just had a seismic week, and Anpanman is breaking it all down in real time. In this episode, Anpanman covers the FCC approval…
AST SpaceMobile PodcastSpectrum Wars: How AST SpaceMobile Became the Poison Pill Legacy Players Can't Escape
What does it take to hold a stock from $2 to $130? According to Anpanman, it takes a special kind of delusion — and he means that as the highest possible…
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The Seven Military Verticals Hiding Inside AST SpaceMobile's Commercial Broadband Constellation
The following text was written by X user @BlackScholesMan https://x.com/BlackScholesMan/status/2070888587101397040?s=20 What if the most important defense…