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 SpaceMobile stock volatility, noting ASTS has essentially chopped between $53 and $73 since June despite continued execution. He compares the muted reaction to Moderna's 177% single-day rally, arguing ASTS has pulled off similarly explosive moves before, like the Verizon-driven run from $5 to $39.He dives...
AST SpaceMobile ($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 SpaceMobile stock volatility, noting ASTS has essentially chopped between $53 and $73 since June despite continued execution. He compares the muted reaction to Moderna's 177% single-day rally, arguing ASTS has pulled off similarly explosive moves before, like the Verizon-driven run from $5 to $39.
He dives into why he's confident in an eventual T-Mobile agreement, pointing to FCC filings referencing agreements tied to Grain Management spectrum testing on 800 MHz, and explains how the AT&T-Verizon joint venture pools resources without breaking AST's exclusive commercial agreements. He also breaks down why Wall Street analysts like Goldman Sachs give more airtime to Starlink and Amazon's direct-to-cell ambitions than to AST SpaceMobile.
The conversation closes with a broader macro view, covering China Landspace's reusable rocket landing, the strategic importance of earth observation highlighted by the Iran conflict, a possible US government equity stake in space companies, and why Anpanman remains fully bullish on satellite connectivity despite the drawdown.
00:00 Introduction
01:00 Crashing out over stock price swings
01:28 ASTS flat since June despite volatility
03:05 Moderna's 177% rally vs ASTS history
04:38 Why trust in management matters
07:09 T-Mobile talks and Grain Management testing
08:02 AT&T-Verizon joint venture explained
10:33 Wall Street favors Starlink and Amazon
13:17 August lull and staying focused
15:33 Twitter, sentiment, and investor therapy
17:36 Macro rotation: Moderna, Treasury, crypto
19:07 China's rocket landing and the space race
21:26 Iran conflict proves earth observation stakes
23:51 Could the US take equity stakes in space firms
28:44 Why AST isn't hyping PR yet
30:11 T-Mobile and Starlink MVNO risk
31:52 Wrap up
🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk
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👕 Get the Gear: https://spacemob.printify.me/
📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/
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