Anpanman - Wake & Bake: Bluebird 7 Confirmed on New Glenn, Tera Wave FUD

Anpanman - Wake & Bake: Bluebird 7 Confirmed on New Glenn, Tera Wave FUD

Wake & Bake: Bluebird 7 Confirmed on New Glenn, Tera Wave FUD

In this episode of "Wake and Bake," Anpnman (@spacanpanman) breaks down the biggest news hitting the SpaceMob this morning, ranging from confirmed launch vehicles to battling short-seller reports.

AST SpaceMobile (ASTS) Updates:

  • Launch Confirmation: Bluebird 7 is officially confirmed to launch aboard Blue Origin’s New Glenn flight 3. The timeline looks set for the end of February, potentially coinciding within days of the Artemis moon mission.

  • The Mission: This launch is critical for Blue Origin’s DoD certification. The satellite (Bluebird 7/FM2) is an SDA halo satellite, making the New Glenn partnership highly strategic.

  • Tera Wave "Threat" Debunked: Anpnman addresses the market panic regarding Blue Origin’s "Tera Wave" announcement. He explains why this high-throughput enterprise constellation is not a competitor to ASTS but rather a potential backbone data layer for Golden Dome defense applications.

  • Market Outlook: With the "impulse" chart patterns broken to the upside and the SpaceX IPO looming in July, the setup for ASTS leading into summer is incredibly bullish. Anpnman also details his recent "buy the dip" trades during the recent pullback.

Tune in for a deep dive on due diligence, market mechanics, and why the SpaceMob remains confident in the face of volatility.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(209)

Why SpaceX Secretly Fears $ASTS (Insider Call Leaked)

Why SpaceX Secretly Fears $ASTS (Insider Call Leaked)

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AST SpaceMobile: AT&T COO's Bullish Grain Spectrum Post

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 Aug 8min

AST SpaceMobile - The $6 Billion Spectrum War With SpaceX

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 Aug 48min

AST SpaceMobile: T-Mobile Deal Coming Next

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 Aug 33min

Why AST SpaceMobile's Grain Spectrum Deal Is Huge

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 Aug 53min

AST SpaceMobile - J-LEO Confirmed, T-Mobile Next?

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 Aug 46min

AST SpaceMobile Q2 - Anpanman Bullish

AST 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 SpaceMobile's Q2 earnings call and explains why th...

11 Aug 1h 1min

AST SpaceMobile Q2 2026 Earnings Call

AST SpaceMobile Q2 2026 Earnings Call

AST SpaceMobile Q2 2026 Earnings Call00:00 Introduction and Safe Harbor01:57 Abel Avellan's Opening Remarks03:30 Spectrum Strategy and Tunable Bands05:37 Rakuten J-LEO Award in Japan06:26 60+ MNO Part...

10 Aug 1h 3min

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