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(227)

AST SpaceMobile Has $3B Cash and Funding for 100 Satellites

AST 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 brutal week for ASTS stock and the wider s...

15 Okt 49min

AST SpaceMobile vs SpaceX Spectrum

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...

12 Okt 53min

SpaceX Buys Grain Management Spectrum Explained

SpaceX 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 to the news that SpaceX is acquiring Grain...

8 Okt 48min

AST SpaceMobile Just Got US State Department Backing

AST 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 breaks down why T-Mobile removing Starlink ref...

6 Okt 41min

Why T-Mobile Is Scrubbing Starlink Before an ASTS Deal

Why 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 that BlueBird 11 was nominal, walking thr...

5 Okt 42min

$ASTS: Why the Telco JV Is Really Aimed at Starlink

$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 joint venture between AT&T, Verizon and T-Mob...

2 Okt 1h 27min

AST SpaceMobile BB14-16 Shipped, Bluebird 11 Unfolds

AST 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 confirmation that the Bluebird 14, 15 and ...

1 Okt 52min

AST SpaceMobile 8-K: Change of Control Severance Explained

AST 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 digs into the AST SpaceMobile 8-K filed afte...

29 Sep 1h 6min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-skravla-gar
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
rss-pa-konto
lederpodden
tid-er-penger-en-podcast-med-peter-warren
utbytte
rss-markedspuls-2
rss-orjasater
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
okonomiamatorene
pengesnakk
finansredaksjonen
liberal-halvtime