Anpanman - Beyond the Burn: Conviction in the Face of Satellite Setbacks

In this episode, Anpanman provides a deep dive into the recent Blue Origin New Glenn launch anomaly and its impact on the AST SpaceMobile mission. Despite the loss of the BlueBird 7 satellite, the discussion focuses on why the underlying investment thesis remains strong. From the technical failure of the second stage dual burn to the silver lining of insurance coverage and flight credits, the episode breaks down the logistical realities of space exploration.

Anpanman shares exclusive insights from his time at the launch site in Cape Canaveral, including conversations with defense head Michael Pollock. The episode highlights the impressive performance of BlueBird 6, which is reportedly clocking speeds in excess of 100 Mbps, and discusses the manufacturing milestone of the "machine that builds the machine."

A significant portion of the conversation is dedicated to investor psychology and the toxic tribalism currently pervading the space community. Anpanman warns against trading on "tilt" and provides advice on maintaining mental stability during high-volatility events. He specifically addresses the behavior of "haters" and short sellers, using them as a contrarian signal for market bottoms.

Looking forward, the episode outlines the upcoming catalysts for the SpaceMob, including potential FCC approvals, Golden Dome defense awards, and the math required to reach the target of 45 satellites by year-end. With revenue projections reaching billions by 2029, the focus remains on the long-term goal of global SpaceMobile connectivity despite the bumps in the road.

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$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 week's episode, Kook tackles the brutal sentim...

31 Elo 58min

The 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 brutal day for the market after Fed's Worsh t...

29 Elo 1h 10min

Why 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 White House's new National Space Transportat...

24 Elo 45min

AST 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 AT&T COO Jeff McElfresh's LinkedIn post congr...

22 Elo 8min

AST 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 report claiming SpaceX and AST SpaceMobil...

21 Elo 48min

AST 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 opens this space by addressing the recent AST ...

19 Elo 33min

Why 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 real-world tale of losing cell coverage entire...

18 Elo 53min

AST 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 latest earnings call, covering the post-ear...

17 Elo 46min