AST SpaceMobile Q4 2024 Earnings Call

AST SpaceMobile Q4 2024 Earnings Call

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Spectrum Wars: How AST SpaceMobile Became the Poison Pill Legacy Players Can't Escape

Spectrum 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 compliment. In this episode, Anpanman fires up...

1 Juli 54min

The Seven Military Verticals Hiding Inside AST SpaceMobile's Commercial Broadband Constellation

The Seven Military Verticals Hiding Inside AST SpaceMobile's Commercial Broadband Constellation

The following text was written by X user @BlackScholesManhttps://x.com/BlackScholesMan/status/2070888587101397040?s=20What if the most important defense technology story of 2025 was hiding inside a co...

30 Juni 11min

J-LEO: Why Japan Just Chose AST SpaceMobile Over SpaceX

J-LEO: Why Japan Just Chose AST SpaceMobile Over SpaceX

What happens when the world's two most rigorous technology regulators independently audit the same satellite company and reach the same conclusion? AST SpaceMobile Podcast breaks down the seismic impl...

30 Juni 7min

Why AST SpaceMobile Is About to Own 100% of Japan's Satellite Market

Why AST SpaceMobile Is About to Own 100% of Japan's Satellite Market

What happens when the most reputable business publication in Japan reports that AST SpaceMobile and Rakuten are expected to win a landmark government satellite project? You get one of the most consequ...

29 Juni 32min

Is the J-LEO Contract About to Change Everything for AST SpaceMobile?

Is the J-LEO Contract About to Change Everything for AST SpaceMobile?

The stock hit the sixties, the shorts are piling in, and the noise from the SpaceX IPO is deafening — but Kook isn't blinking. In this week's episode, Kook delivers a thorough, grounded breakdown of e...

29 Juni 56min

Starlink's Charter Deal a Desperate Power Play

Starlink's Charter Deal a Desperate Power Play

What happens when a distressed cable giant and an ambitious satellite internet company reportedly start talking? Anpanman breaks down the bombshell Bloomberg report suggesting Starlink and Charter Com...

27 Juni 17min

Starlink Just Showed Their Hand - And It's a Gift for AST SpaceMobile

Starlink Just Showed Their Hand - And It's a Gift for AST SpaceMobile

The wireless industry just shifted overnight, and Anpanman breaks down exactly why the biggest threat to terrestrial carriers may be the single greatest catalyst for AST SpaceMobile. When Starlink dis...

26 Juni 54min

AST SpaceMobile - The Billion Dollar Sovereign Satellite Blueprint

AST SpaceMobile - The Billion Dollar Sovereign Satellite Blueprint

The landscape of the space sector is shifting toward a new model of national sovereignty, and AST SpaceMobile is at the center of this transition. Anpanman provides a deep dive into the recent market ...

25 Juni 54min

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