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 through the competing theories about whether the satellite was stuck and why the deployment record for AST SpaceMobile stays perfect. He argues the flawless execution reflects a military-grade approach to testing and reliability, and covers the launch of batch 3 (BlueBirds 14, 15 and 16) on another SpaceX flight, with more launches expected soon. Kook then lays out why he believes a T-Mobile deal is imminent, pointing to the completed MNO joint venture, T-Mobile scrubbing Starlink content from its website, new FCC filings, Grain spectrum, and the Ligado docket. He also explains why he sees Viasat and other would-be direct-to-cell competitors as lacking the people, prime contractors, designs and regulatory approvals to compete with ASTS. The episode wraps with Sirius XM's COO joining the company, the vertical opportunity of tracking cows over direct-to-cell, satellites in the military kill chain, M&A hiring, and how ASTS stock has returned about 35% a year since the SPAC despite a 90% drawdown. 00:00 Introduction and sound check00:38 BlueBird 11 nominal reaction01:43 Perfect deployment record04:01 The Kill Chain and military-grade assets06:54 Abel's execution and team08:56 Batch 3 launch BlueBird 14-1610:54 Delays and the retail investor12:31 Why competitors lack people15:15 MNO joint venture and T-Mobile bet17:19 T-Mobile scrubs Starlink18:47 Mongolia and bear claims21:22 Tracking cows and vertical TAM24:57 Sirius XM COO joins ASTS27:14 Spectrum, FCC and Ligado/Grain30:03 Viasat leadership concerns31:52 Iridium and Ligado docket33:11 Satellites and the kill chain36:18 M&A hiring and SpaceX38:49 ASTS returns since the SPAC40:30 Closing and stablecoin research 🎙️ 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 #TMobile #BlueBird

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 through the competing theories about whether the satellite was stuck and why the deployment record for AST SpaceMobile stays perfect. He argues the flawless execution reflects a military-grade approach to testing and reliability, and covers the launch of batch 3 (BlueBirds 14, 15 and 16) on another SpaceX flight, with more launches expected soon. Kook then lays out why he believes a T-Mobile deal is imminent, pointing to the completed MNO joint venture, T-Mobile scrubbing Starlink content from its website, new FCC filings, Grain spectrum, and the Ligado docket. He also explains why he sees Viasat and other would-be direct-to-cell competitors as lacking the people, prime contractors, designs and regulatory approvals to compete with ASTS. The episode wraps with Sirius XM's COO joining the company, the vertical opportunity of tracking cows over direct-to-cell, satellites in the military kill chain, M&A hiring, and how ASTS stock has returned about 35% a year since the SPAC despite a 90% drawdown. 00:00 Introduction and sound check 00:38 BlueBird 11 nominal reaction 01:43 Perfect deployment record 04:01 The Kill Chain and military-grade assets 06:54 Abel's execution and team 08:56 Batch 3 launch BlueBird 14-16 10:54 Delays and the retail investor 12:31 Why competitors lack people 15:15 MNO joint venture and T-Mobile bet 17:19 T-Mobile scrubs Starlink 18:47 Mongolia and bear claims 21:22 Tracking cows and vertical TAM 24:57 Sirius XM COO joins ASTS 27:14 Spectrum, FCC and Ligado/Grain 30:03 Viasat leadership concerns 31:52 Iridium and Ligado docket 33:11 Satellites and the kill chain 36:18 M&A hiring and SpaceX 38:49 ASTS returns since the SPAC 40:30 Closing and stablecoin research 🎙️ 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 #TMobile #BlueBird

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 through the competing theories about whether the satellite was stuck and why the deployment record for AST SpaceMobile stays perfect. He argues the flawless execution reflects a military-grade approach to testing and reliability, and covers the launch of batch 3 (BlueBirds 14, 15 and 16) on another SpaceX flight, with more launches expected soon. Kook then lays out why he believes a T-Mobile deal is imminent, pointing to the completed MNO joint venture, T-Mobile scrubbing Starlink content from its website, new FCC filings, Grain spectrum, and the Ligado docket. He also explains why he sees Viasat and other would-be direct-to-cell competitors as lacking the people, prime contractors, designs and regulatory approvals to compete with ASTS. The episode wraps with Sirius XM's COO joining the company, the vertical opportunity of tracking cows over direct-to-cell, satellites in the military kill chain, M&amp;A hiring, and how ASTS stock has returned about 35% a year since the SPAC despite a 90% drawdown. 00:00 Introduction and sound check00:38 BlueBird 11 nominal reaction01:43 Perfect deployment record04:01 The Kill Chain and military-grade assets06:54 Abel's execution and team08:56 Batch 3 launch BlueBird 14-1610:54 Delays and the retail investor12:31 Why competitors lack people15:15 MNO joint venture and T-Mobile bet17:19 T-Mobile scrubs Starlink18:47 Mongolia and bear claims21:22 Tracking cows and vertical TAM24:57 Sirius XM COO joins ASTS27:14 Spectrum, FCC and Ligado/Grain30:03 Viasat leadership concerns31:52 Iridium and Ligado docket33:11 Satellites and the kill chain36:18 M&amp;A hiring and SpaceX38:49 ASTS returns since the SPAC40:30 Closing and stablecoin research 🎙️ 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 #TMobile #BlueBird

Why T-Mobile Is Scrubbing Starlink Before an ASTS Deal

AST SpaceMobile ($ASTS) sentiment is near all-time lows while short interest hits record highs - Anpanman breaks down what's next. Anpanman opens with the setup: implied volatility near all-time lows, short interest at an all-time high (65-94M shares), and sentiment washed out across Reddit and X. He argues these three ingredients, combined with looming catalysts, create the conditions for a violent rerating in ASTS stock, just like the move from $2 to $39 after the AT&T and Verizon deals. He then digs into the near-term picture for satellite production and launches, including Bluebird 11 deployment questions, batch 3 and batch 4 shipment timing, and Blue Origin's New Glenn tower stacking ahead of a possible December static fire. Anpanman also covers Golden Dome, the 800 MHz Grain spectrum decision, the US Telco JV, and why a T-Mobile and Deutsche Telekom direct-to-cell agreement could be the biggest catalyst yet. The episode wraps with a candid warning about options and leveraged ETFs like ASTX, why sizing matters more than being right on catalysts, and a live Q&A covering beta service targets, commercial service timelines, Meta rumors, and potential long-term acquirers. 00:00 Introduction01:38 Implied volatility near all-time lows02:56 Short interest at an all-time high03:51 Sentiment near all-time lows and communication concerns06:10 Why delays are part of building something hard07:38 The washed-out setup meets upcoming catalysts09:02 Comparing ASTS to other space stocks11:37 Lessons from the AT&T and Verizon rerating12:31 Golden Dome and 800 MHz spectrum from Grain13:06 US Telco JV and T-Mobile discussions15:09 Bluebird 11 deployment update17:19 Why losing a satellite isn't a big deal19:35 More catalysts: T-Mobile, Deutsche Telekom, JLEO20:07 Blue Origin New Glenn tower stacking update21:19 Options risk and sizing lessons27:19 Why leveraged ETFs like ASTX are dangerous33:49 Reflecting on the current drawdown41:18 Q&A: beta service targets and stock price outlook48:15 Q&A: commercial service timeline and launch cadence50:50 Q&A: Meta rumors and potential acquirers54:16 Q&A: T-Mobile timing and radar award 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk👋 Connect with the host on X: https://x.com/spacanpanman👕 Get the Gear: https://spacemob.printify.me/📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #TMobile #DirectToCell

AST SpaceMobile ($ASTS) sentiment is near all-time lows while short interest hits record highs - Anpanman breaks down what's next. Anpanman opens with the setup: implied volatility near all-time lows, short interest at an all-time high (65-94M shares), and sentiment washed out across Reddit and X. He argues these three ingredients, combined with looming catalysts, create the conditions for a violent rerating in ASTS stock, just like the move from $2 to $39 after the AT&T and Verizon deals. He then digs into the near-term picture for satellite production and launches, including Bluebird 11 deployment questions, batch 3 and batch 4 shipment timing, and Blue Origin's New Glenn tower stacking ahead of a possible December static fire. Anpanman also covers Golden Dome, the 800 MHz Grain spectrum decision, the US Telco JV, and why a T-Mobile and Deutsche Telekom direct-to-cell agreement could be the biggest catalyst yet. The episode wraps with a candid warning about options and leveraged ETFs like ASTX, why sizing matters more than being right on catalysts, and a live Q&A covering beta service targets, commercial service timelines, Meta rumors, and potential long-term acquirers. 00:00 Introduction 01:38 Implied volatility near all-time lows 02:56 Short interest at an all-time high 03:51 Sentiment near all-time lows and communication concerns 06:10 Why delays are part of building something hard 07:38 The washed-out setup meets upcoming catalysts 09:02 Comparing ASTS to other space stocks 11:37 Lessons from the AT&T and Verizon rerating 12:31 Golden Dome and 800 MHz spectrum from Grain 13:06 US Telco JV and T-Mobile discussions 15:09 Bluebird 11 deployment update 17:19 Why losing a satellite isn't a big deal 19:35 More catalysts: T-Mobile, Deutsche Telekom, JLEO 20:07 Blue Origin New Glenn tower stacking update 21:19 Options risk and sizing lessons 27:19 Why leveraged ETFs like ASTX are dangerous 33:49 Reflecting on the current drawdown 41:18 Q&A: beta service targets and stock price outlook 48:15 Q&A: commercial service timeline and launch cadence 50:50 Q&A: Meta rumors and potential acquirers 54:16 Q&A: T-Mobile timing and radar award 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #TMobile #DirectToCell

AST SpaceMobile ($ASTS) sentiment is near all-time lows while short interest hits record highs - Anpanman breaks down what's next. Anpanman opens with the setup: implied volatility near all-time lows, short interest at an all-time high (65-94M shares), and sentiment washed out across Reddit and X. He argues these three ingredients, combined with looming catalysts, create the conditions for a violent rerating in ASTS stock, just like the move from $2 to $39 after the AT&amp;T and Verizon deals. He then digs into the near-term picture for satellite production and launches, including Bluebird 11 deployment questions, batch 3 and batch 4 shipment timing, and Blue Origin's New Glenn tower stacking ahead of a possible December static fire. Anpanman also covers Golden Dome, the 800 MHz Grain spectrum decision, the US Telco JV, and why a T-Mobile and Deutsche Telekom direct-to-cell agreement could be the biggest catalyst yet. The episode wraps with a candid warning about options and leveraged ETFs like ASTX, why sizing matters more than being right on catalysts, and a live Q&amp;A covering beta service targets, commercial service timelines, Meta rumors, and potential long-term acquirers. 00:00 Introduction01:38 Implied volatility near all-time lows02:56 Short interest at an all-time high03:51 Sentiment near all-time lows and communication concerns06:10 Why delays are part of building something hard07:38 The washed-out setup meets upcoming catalysts09:02 Comparing ASTS to other space stocks11:37 Lessons from the AT&amp;T and Verizon rerating12:31 Golden Dome and 800 MHz spectrum from Grain13:06 US Telco JV and T-Mobile discussions15:09 Bluebird 11 deployment update17:19 Why losing a satellite isn't a big deal19:35 More catalysts: T-Mobile, Deutsche Telekom, JLEO20:07 Blue Origin New Glenn tower stacking update21:19 Options risk and sizing lessons27:19 Why leveraged ETFs like ASTX are dangerous33:49 Reflecting on the current drawdown41:18 Q&amp;A: beta service targets and stock price outlook48:15 Q&amp;A: commercial service timeline and launch cadence50:50 Q&amp;A: Meta rumors and potential acquirers54:16 Q&amp;A: T-Mobile timing and radar award 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk👋 Connect with the host on X: https://x.com/spacanpanman👕 Get the Gear: https://spacemob.printify.me/📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #TMobile #DirectToCell

The Setup Before AST SpaceMobile's Next Big Rerating

AST SpaceMobile ($ASTS) rallies post-Fed as 48 Bluebirds sit in production. Anpanman breaks down the real story behind the delays. In this episode, Anpanman discusses the Fed's quarter-point rate hike and how the resulting relief rally lifted AST SpaceMobile and the entire high-beta space sector, including Rocket Lab, Planet Labs, and Redwire. He explains why negative sentiment toward ASTS stock has spiked in recent weeks and why that negativity mirrors what's happening across nearly every momentum name in the market. Anpanman walks through AST SpaceMobile's production update, including 48 Bluebird satellites currently in the manufacturing pipeline, new composite rings delivered by Antonov, and expanding shipping capacity. He compares the company's execution challenges to SpaceX's own historically difficult path with Falcon 9 and Starship, and explains why satellite shipments have been delayed due to rigorous testing. The episode also covers direct-to-cell momentum in Europe, with Deutsche Telekom, Orange, Vodafone, and Telefonica all voicing support for a European satellite solution tied to AST SpaceMobile. Anpanman details new spectrum testing requests from the Space Development Agency and Space Force, addresses accusations that management misled investors, and offers advice on how retail investors can actually reach out to company IR. 00:00 Introduction00:36 Fed Rate Hike and Market Reaction01:48 Sentiment Turns Negative on High Beta Stocks03:34 Execution vs Promotional Companies04:55 Lessons from SpaceX's Falcon 9 and Starship06:38 The Origin Story of Direct-to-Device08:14 Production Line Criticism Debunked09:33 PR Backlash: Damned If You Do12:47 Sector-Wide Relief Rally, Not Just AST15:56 Anonymous Accounts and Short Seller Tactics17:07 Social Media's Effect on Investor Psychology19:33 Why the Satellite Shipment Is Delayed21:06 SpaceX Crew Launch Scheduling Conflicts23:03 Reviewing AST's Actual PR Track Record24:41 Addressing Claims That Management Lied25:43 Blue Origin's New Glenn Setback Impact29:39 Signs of Execution: Rings, Hiring, Regulatory Wins33:09 How to Actually Get Access to Management34:59 Closing Thoughts 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk👋 Connect with the host on X: https://x.com/spacanpanman👕 Get the Gear: https://spacemob.printify.me/📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #DirectToCell #DeutscheTelekomSTILL NO SHIPMENT?

AST SpaceMobile ($ASTS) rallies post-Fed as 48 Bluebirds sit in production. Anpanman breaks down the real story behind the delays. In this episode, Anpanman discusses the Fed's quarter-point rate hike and how the resulting relief rally lifted AST SpaceMobile and the entire high-beta space sector, including Rocket Lab, Planet Labs, and Redwire. He explains why negative sentiment toward ASTS stock has spiked in recent weeks and why that negativity mirrors what's happening across nearly every momentum name in the market. Anpanman walks through AST SpaceMobile's production update, including 48 Bluebird satellites currently in the manufacturing pipeline, new composite rings delivered by Antonov, and expanding shipping capacity. He compares the company's execution challenges to SpaceX's own historically difficult path with Falcon 9 and Starship, and explains why satellite shipments have been delayed due to rigorous testing. The episode also covers direct-to-cell momentum in Europe, with Deutsche Telekom, Orange, Vodafone, and Telefonica all voicing support for a European satellite solution tied to AST SpaceMobile. Anpanman details new spectrum testing requests from the Space Development Agency and Space Force, addresses accusations that management misled investors, and offers advice on how retail investors can actually reach out to company IR. 00:00 Introduction 00:36 Fed Rate Hike and Market Reaction 01:48 Sentiment Turns Negative on High Beta Stocks 03:34 Execution vs Promotional Companies 04:55 Lessons from SpaceX's Falcon 9 and Starship 06:38 The Origin Story of Direct-to-Device 08:14 Production Line Criticism Debunked 09:33 PR Backlash: Damned If You Do 12:47 Sector-Wide Relief Rally, Not Just AST 15:56 Anonymous Accounts and Short Seller Tactics 17:07 Social Media's Effect on Investor Psychology 19:33 Why the Satellite Shipment Is Delayed 21:06 SpaceX Crew Launch Scheduling Conflicts 23:03 Reviewing AST's Actual PR Track Record 24:41 Addressing Claims That Management Lied 25:43 Blue Origin's New Glenn Setback Impact 29:39 Signs of Execution: Rings, Hiring, Regulatory Wins 33:09 How to Actually Get Access to Management 34:59 Closing Thoughts 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #DirectToCell #DeutscheTelekomSTILL NO SHIPMENT?

Why Hasn't AST SpaceMobile Shipped Satellites Yet?

AST SpaceMobile just got confirmed for space-based sensing and targeting - Kook breaks down the SDA filing and a $68 vs $210 price target debate. Kook opens with the weekend chaos around a Spanish analyst named Amerito whose bearish $210-to-$68 DCF on $ASTS stock sparked a firestorm, and walks through why discount rate assumptions and duration risk make academic finance models misleading for a high-growth satellite name like AST SpaceMobile. The episode digs into the Porsche versus Toyota analogy for premium direct-to-cell pricing, Ron Baron's simple big-picture investing style, and why taking first-mover advantage in satellite connectivity locks out future competitors. Kook also covers fresh developments in Japan with Rakuten and JLEO, Europe's Iris2 and Satellite Connect Europe efforts, and an SDA filing revealing AST SpaceMobile is being tested for space-based sensing and targeting. Finally, Kook explains why Starlink may be quietly abandoning direct-to-cell in favor of AI data centers in space, breaks down T-Mobile blocking Starlink's MVNO ambitions, discusses spectrum scarcity and FCC moves to unlock more bandwidth, and gives an update on satellite production, BW11 tracking, and the new Amazon-AT&T Leo satellite partnership. 00:00 Introduction and AI regulatory capture chaos00:41 Spain reacts to Amerito's bearish $ASTS analysis07:03 Breaking down the DCF and discount rate debate10:09 Duration risk and why academic finance fails on $ASTS11:07 The Porsche vs Toyota analogy for $ASTS pricing14:44 Segmented markets and emergency communications19:00 Learning from Ron Baron's simple investing style21:06 Why taking first mover advantage locks out competitors25:34 Japan, Rakuten, and military use cases26:41 Europe's Iris2 and Satellite Connect Europe28:53 Scott Wisniewski's tens of billions revenue comment31:48 T-Mobile blocks Starlink MVNO plans32:19 Hybrid network architecture explained34:55 Why Starlink may be abandoning direct-to-cell39:09 SDA filing reveals space-based sensing and targeting46:37 Oversubscription economics and spectrum scarcity54:55 Satellite production updates and BW11 tracking1:01:35 Amazon and AT&T Leo satellite partnership1:02:40 Closing thoughts on investing through volatility 🎙️ 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/📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #Starlink #DirectToCell

AST SpaceMobile just got confirmed for space-based sensing and targeting - Kook breaks down the SDA filing and a $68 vs $210 price target debate. Kook opens with the weekend chaos around a Spanish analyst named Amerito whose bearish $210-to-$68 DCF on $ASTS stock sparked a firestorm, and walks through why discount rate assumptions and duration risk make academic finance models misleading for a high-growth satellite name like AST SpaceMobile. The episode digs into the Porsche versus Toyota analogy for premium direct-to-cell pricing, Ron Baron's simple big-picture investing style, and why taking first-mover advantage in satellite connectivity locks out future competitors. Kook also covers fresh developments in Japan with Rakuten and JLEO, Europe's Iris2 and Satellite Connect Europe efforts, and an SDA filing revealing AST SpaceMobile is being tested for space-based sensing and targeting. Finally, Kook explains why Starlink may be quietly abandoning direct-to-cell in favor of AI data centers in space, breaks down T-Mobile blocking Starlink's MVNO ambitions, discusses spectrum scarcity and FCC moves to unlock more bandwidth, and gives an update on satellite production, BW11 tracking, and the new Amazon-AT&T Leo satellite partnership. 00:00 Introduction and AI regulatory capture chaos 00:41 Spain reacts to Amerito's bearish $ASTS analysis 07:03 Breaking down the DCF and discount rate debate 10:09 Duration risk and why academic finance fails on $ASTS 11:07 The Porsche vs Toyota analogy for $ASTS pricing 14:44 Segmented markets and emergency communications 19:00 Learning from Ron Baron's simple investing style 21:06 Why taking first mover advantage locks out competitors 25:34 Japan, Rakuten, and military use cases 26:41 Europe's Iris2 and Satellite Connect Europe 28:53 Scott Wisniewski's tens of billions revenue comment 31:48 T-Mobile blocks Starlink MVNO plans 32:19 Hybrid network architecture explained 34:55 Why Starlink may be abandoning direct-to-cell 39:09 SDA filing reveals space-based sensing and targeting 46:37 Oversubscription economics and spectrum scarcity 54:55 Satellite production updates and BW11 tracking 1:01:35 Amazon and AT&T Leo satellite partnership 1:02:40 Closing thoughts on investing through volatility 🎙️ 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/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #Starlink #DirectToCell

AST SpaceMobile just got confirmed for space-based sensing and targeting - Kook breaks down the SDA filing and a $68 vs $210 price target debate. Kook opens with the weekend chaos around a Spanish analyst named Amerito whose bearish $210-to-$68 DCF on $ASTS stock sparked a firestorm, and walks through why discount rate assumptions and duration risk make academic finance models misleading for a high-growth satellite name like AST SpaceMobile. The episode digs into the Porsche versus Toyota analogy for premium direct-to-cell pricing, Ron Baron's simple big-picture investing style, and why taking first-mover advantage in satellite connectivity locks out future competitors. Kook also covers fresh developments in Japan with Rakuten and JLEO, Europe's Iris2 and Satellite Connect Europe efforts, and an SDA filing revealing AST SpaceMobile is being tested for space-based sensing and targeting. Finally, Kook explains why Starlink may be quietly abandoning direct-to-cell in favor of AI data centers in space, breaks down T-Mobile blocking Starlink's MVNO ambitions, discusses spectrum scarcity and FCC moves to unlock more bandwidth, and gives an update on satellite production, BW11 tracking, and the new Amazon-AT&amp;T Leo satellite partnership. 00:00 Introduction and AI regulatory capture chaos00:41 Spain reacts to Amerito's bearish $ASTS analysis07:03 Breaking down the DCF and discount rate debate10:09 Duration risk and why academic finance fails on $ASTS11:07 The Porsche vs Toyota analogy for $ASTS pricing14:44 Segmented markets and emergency communications19:00 Learning from Ron Baron's simple investing style21:06 Why taking first mover advantage locks out competitors25:34 Japan, Rakuten, and military use cases26:41 Europe's Iris2 and Satellite Connect Europe28:53 Scott Wisniewski's tens of billions revenue comment31:48 T-Mobile blocks Starlink MVNO plans32:19 Hybrid network architecture explained34:55 Why Starlink may be abandoning direct-to-cell39:09 SDA filing reveals space-based sensing and targeting46:37 Oversubscription economics and spectrum scarcity54:55 Satellite production updates and BW11 tracking1:01:35 Amazon and AT&amp;T Leo satellite partnership1:02:40 Closing thoughts on investing through volatility 🎙️ 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/📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #Starlink #DirectToCell

AST SpaceMobile - Space-Based Sensing and Targeting Confirmed

AST SpaceMobile ($ASTS) update: Japan files a 136-satellite constellation at the ITU as Europe's big carriers move to counter Starlink. In this episode, Anpanman breaks down why sovereignty has become the defining theme for AST SpaceMobile and the broader satellite sector. He walks through Japan's MIC filing with the ITU for a 136-satellite 'J-Bluebird' constellation on behalf of the Rakuten and AST SpaceMobile joint venture, filed on September 4th, and explains how it ties into Japan's plans for a golden dome-style, multi-layer defense and communications network. Anpanman also covers a Bloomberg report that Europe's top four carriers - Vodafone, Deutsche Telekom, Orange and Telefonica - are in talks to form a joint venture using AST SpaceMobile to counter Starlink for 2GHz MSS spectrum, alongside the UK's new $7.8 billion sovereign space initiative. He highlights Berenberg's initiation of coverage on ASTS stock, including a scenario where a T-Mobile deal could add $1.1 billion in EBITDA by 2030 and roughly $29 per share of value. Rounding out the episode, Anpanman discusses board member Adriana Cesneros's open-market stock purchase, the status of Bluebird satellites 14 through 16 and the timing of the next launch, recent military contract awards, and shares his perspective on tuning out noise and trolls while holding conviction through drawdowns. 00:00 Introduction and Labor Day catch-up01:38 Sovereignty becomes the episode's key theme02:31 Japan's MIC files 136-satellite constellation at ITU05:01 Japan's golden dome-style defense network05:54 How Starlink's Ukraine on/off switch changed everything07:36 The risk of relying on one vertically integrated company08:56 Europe's big four MNOs and SatCo Europe09:26 Deutsche Telekom joins as an AST testing partner12:38 UK unveils $7.8 billion sovereign space initiative15:36 Why Starlink and Amazon's architecture clashes with sovereignty17:52 Inside the J-LEO federated constellation economics21:34 Why Starlink Mobile was the best thing to happen to AST27:26 Bloomberg: Europe's big four in talks on anti-Starlink venture35:56 Berenberg initiates coverage and models $29/share T-Mobile upside41:26 Board member Adriana Cesneros buys AST stock44:16 Launch update: no September launch, October targeted45:25 Upcoming MNO conference appearances this week46:43 On trolls, noise, and holding conviction through drawdowns1:03:49 Closing thoughts: direct-to-device becomes a necessity 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk👋 Connect with the host on X: https://x.com/spacanpanman👕 Get the Gear: https://spacemob.printify.me/📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #Sovereignty #Starlink

AST SpaceMobile ($ASTS) update: Japan files a 136-satellite constellation at the ITU as Europe's big carriers move to counter Starlink. In this episode, Anpanman breaks down why sovereignty has become the defining theme for AST SpaceMobile and the broader satellite sector. He walks through Japan's MIC filing with the ITU for a 136-satellite 'J-Bluebird' constellation on behalf of the Rakuten and AST SpaceMobile joint venture, filed on September 4th, and explains how it ties into Japan's plans for a golden dome-style, multi-layer defense and communications network. Anpanman also covers a Bloomberg report that Europe's top four carriers - Vodafone, Deutsche Telekom, Orange and Telefonica - are in talks to form a joint venture using AST SpaceMobile to counter Starlink for 2GHz MSS spectrum, alongside the UK's new $7.8 billion sovereign space initiative. He highlights Berenberg's initiation of coverage on ASTS stock, including a scenario where a T-Mobile deal could add $1.1 billion in EBITDA by 2030 and roughly $29 per share of value. Rounding out the episode, Anpanman discusses board member Adriana Cesneros's open-market stock purchase, the status of Bluebird satellites 14 through 16 and the timing of the next launch, recent military contract awards, and shares his perspective on tuning out noise and trolls while holding conviction through drawdowns. 00:00 Introduction and Labor Day catch-up 01:38 Sovereignty becomes the episode's key theme 02:31 Japan's MIC files 136-satellite constellation at ITU 05:01 Japan's golden dome-style defense network 05:54 How Starlink's Ukraine on/off switch changed everything 07:36 The risk of relying on one vertically integrated company 08:56 Europe's big four MNOs and SatCo Europe 09:26 Deutsche Telekom joins as an AST testing partner 12:38 UK unveils $7.8 billion sovereign space initiative 15:36 Why Starlink and Amazon's architecture clashes with sovereignty 17:52 Inside the J-LEO federated constellation economics 21:34 Why Starlink Mobile was the best thing to happen to AST 27:26 Bloomberg: Europe's big four in talks on anti-Starlink venture 35:56 Berenberg initiates coverage and models $29/share T-Mobile upside 41:26 Board member Adriana Cesneros buys AST stock 44:16 Launch update: no September launch, October targeted 45:25 Upcoming MNO conference appearances this week 46:43 On trolls, noise, and holding conviction through drawdowns 1:03:49 Closing thoughts: direct-to-device becomes a necessity 🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk 👋 Connect with the host on X: https://x.com/spacanpanman 👕 Get the Gear: https://spacemob.printify.me/ 📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/ #astspacemobile #Sovereignty #Starlink

AST SpaceMobile: Japan Files 136-Satellite Constellation at ITU

https://x.com/thekookreport/status/1964822289851224171

https://x.com/thekookreport/status/1964822289851224171

Kook's Weekly - September 8

Fireside chat with Scott Wisniewski. September 3, 2025.

Fireside chat with Scott Wisniewski. September 3, 2025.

Fireside chat with Scott Wisniewski

https://x.com/thekookreport/status/1962269880952164405

https://x.com/thekookreport/status/1962269880952164405

Kook's Weekly - September 2

Kook's Weekly - August 25 X thread: https://x.com/thekookreport/status/1959814333925560560

Kook's Weekly - August 25 X thread: https://x.com/thekookreport/status/1959814333925560560

Kook's Weekly - August 25

This is a text-to-speech podcast episode. Read by Google Cloud AI.Source: Greenhaven Road Capitalhttps://static1.squarespace.com/static/5498841ce4b0311b8ddc012b/t/68920756bbe9dd29faccf2da/1754400599673/Greenhaven+Road+-+Q2+2025+FINAL.pdf

This is a text-to-speech podcast episode. Read by Google Cloud AI. Source: Greenhaven Road Capital https://static1.squarespace.com/static/5498841ce4b0311b8ddc012b/t/68920756bbe9dd29faccf2da/1754400599673/Greenhaven+Road+-+Q2+2025+FINAL.pdf

Greenhaven Road Capital Investor Letter

This is a text -to-speech episode of Hennessy Funds - "An Update on AST SpaceMobile" investor letter. <a href="https://www.hennessyfunds.com/insights/Focus-Fund-Portfolio-Update-Jul-2025" rel="ugc noopener noreferrer" target="_blank">https://www.hennessyfunds.com/insights/Focus-Fund-Portfolio-Update-Jul-2025</a>

This is a text -to-speech episode of Hennessy Funds - "An Update on AST SpaceMobile" investor letter. https://www.hennessyfunds.com/insights/Focus-Fund-Portfolio-Update-Jul-2025

This is a text -to-speech episode of Hennessy Funds - "An Update on AST SpaceMobile" investor letter. <a href="https://www.hennessyfunds.com/insights/Focus-Fund-Portfolio-Update-Jul-2025" rel="noopener noreferrer">https://www.hennessyfunds.com/insights/Focus-Fund-Portfolio-Update-Jul-2025</a>

Hennessy Funds Investment Letter

Kook's Weekly - August 18 X thread: https://x.com/thekookreport/status/1956905220547444904?s=46&t=XP8JLcUq-FY3Gj-ju7jQ5w

Kook's Weekly - August 18 X thread: https://x.com/thekookreport/status/1956905220547444904?s=46&t=XP8JLcUq-FY3Gj-ju7jQ5w

Kook's Weekly - August 18 X thread: https://x.com/thekookreport/status/1956905220547444904?s=46&amp;t=XP8JLcUq-FY3Gj-ju7jQ5w

Kook's Weekly - August 18

Discussing initial thoughts on Q2 update.

Discussing initial thoughts on Q2 update.

Anpanman: Initial Thoughts on Q2 Update, TLDR BULLISH

Kook's Weekly - August 12

AST SpaceMobile Q2 2025 Earnings Call

AST SpaceMobile Podcast brings you the latest updates, insights, and discussions surrounding AST SpaceMobile’s mission to build the first space-based cellular broadband network. 

Featuring republished X Spaces sessions hosted by @thekookreport and @spacanpanman, the podcast dives deep into the company’s groundbreaking technology, market opportunities, and industry trends.

Additionally, we repost AST SpaceMobile’s earnings calls, providing direct access to financial updates, strategic milestones, and key announcements straight from the source.

Contact @redrum_2001 on X if you have questions.

Business

Investing

AST SpaceMobile Podcast brings you the latest updates, insights, and discussions surrounding AST SpaceMobile’s mission to build the first space-based cellular broadband network. Featuring republished X Spaces sessions hosted by @thekookreport and @spacanpanman, the podcast dives deep into the company’s groundbreaking technology, market opportunities, and industry trends. Additionally, we repost AST SpaceMobile’s earnings calls, providing direct access to financial updates, strategic milestones, and key announcements straight from the source. Contact @redrum_2001 on X if you have questions.

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