The NotebookLM Brief: Two Satellites, Two Destinies
Anpanman created a Google NotebookLM podcast for the Crossroads Capital latest letter:Comparing AST SpaceMobile and Starlink - Two Satellite Companies that Couldn’t Be More DifferentSource: https://ww...
8 Mars 39min
Anpanman - Dancing with the Tiger: Starlink’s European Struggle and the Rise of AST SpaceMobile
In this episode, Anpanman breaks down the latest industry shifts following T-Mobile's presentation at the Morgan Stanley TMT conference and significant comments from Deutsche Telekom's leadership rega...
6 Mars 16min
Anpanman - North American Lockdown: The AST SpaceMobile Competitive Advantage
Anpanman provides a detailed breakdown of the massive commercial momentum for AST SpaceMobile following the Mobile World Congress announcements. The episode centers on the strategic significance of th...
5 Mars 38min
Anpanman - Billion Dollar Bluebirds: Inside the AST SpaceMobile Inflection Point
Anpanman analyzes the remarkably bullish Q4 update from AST SpaceMobile, marking the company’s transition from a developmental phase to a tangible revenue-generating powerhouse. The episode details th...
3 Mars 1h 14min
AST SpaceMobile Q4 2025 Earnings Call
Abel Avellan, Scott Wisniewski, and Andy Johnson provide a comprehensive update on the transformation of SpaceMobile into a revenue-generating industry leader. The discussion covers the $70 million in...
3 Mars 1h 8min
Anpanman - Quick Pre-Market Opening Discussion: $ASTS $TE
Anpanman - Quick Pre-Market Opening Discussion: $ASTS $TE
2 Mars 29min
Kook's Weekly - March 1 - From Mañana to Hoy: The AST SpaceMobile Inflection Point
Kook breaks down a pivotal week for AST SpaceMobile, starting with the massive validation of a $30 million prime contract from the Space Development Agency. This deal, representing 60% of the availabl...
2 Mars 56min
Anpanman - Navigating the Wall of Worry: Margin Calls, AI Tizzy, and the SpaceMobile Outlook
This episode analyzes the current market volatility and the 'wall of worry' investors are facing. Anpanman stresses the importance of avoiding high leverage and margin, explaining how over-leveraged p...
27 Feb 47min
