AST 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 week for ASTS stock, where leveraged traders got hammered by a momentum selloff, a delayed Blue Origin, and confusion around SpaceX. He argues that SpaceX buying low-band spectrum and pivoting to a B2C Starlink mobile strategy removes it as a B2B competitor to AST SpaceMobile. Along the way, Kook covers the State Department's J-LEO announcement with Rakuten, Brazil spectrum, Elon's fight with India, and why data sovereignty could favor ASTS internationally.

The discussion then turns to the major U.S. carriers. Kook covers the so-called non-Elon club JV, T-Mobile distancing itself from Starlink, One New Zealand's possible switch, and Tim Farrar's view on the delays SpaceX now faces. He also compares the Starship launch math against the 243-satellite ASTS constellation, notes the FCC's spectrum moves for supplemental coverage from space, and looks at the SDA test and Golden Dome angle. The episode closes with New Glenn returning to the pad and why the market sometimes gets it wrong.

00:00 Introduction

00:21 Last Week's Horror Show for ASTS

01:39 Leverage Pain and the Drawdown

03:32 Weekend Diligence and Code Red Update

05:15 Satellites Arrive at the Cape

06:38 State Department Highlights J-LEO and Rakuten

10:50 The Control the Narrative Rant

14:00 Brazil Spectrum Win

15:24 Elon vs India and Data Sovereignty

18:09 SpaceX Buys Low-Band Spectrum

24:48 Did ASTS Miss the Spectrum?

27:48 Can Starlink Mobile Compete With the MNOs?

33:22 Analysts Weigh In

35:43 Tim Farrar and the Starship Launch Math

39:12 The Non-Elon Club JV

40:28 T-Mobile Distances Itself From SpaceX

45:32 FCC Moves and the Physics Advantage

48:35 New Glenn Returns to the Pad

50:41 When the Market Gets It Wrong

🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk

👋 Connect with the host on X: https://x.com/thekookreport

👕 Get the Gear: https://spacemob.printify.me/

#astspacemobile #SpaceX #TMobile

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