HeyJaredAST SpaceMobile Podcast
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.
- Indexed episodes, last 90 days
- 44
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest episodes
AST SpaceMobile 8-K: Change of Control Severance Explained (opens the original)
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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 after the close, which sets up double-trigger change-of-control severance for senior executives. He explains how these packages work and why boards adopt them. He also covers why he sees this filing as off-cycle rather than routine housekeeping, and how the Iridium and Rocket Lab timeline offers a real
The Space Industry's Next Mag-7 Moment (opens the original)
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AST SpaceMobile's BB11 satellite may be stuck or deployed - Kook digs into TLE data, maxed-out shorts, and AT&T's direct-to-cell push. Kook returns from being off the grid straight into fresh TLE data on BlueBird 11, weighing whether the satellite's array successfully unfurled, got stuck mid-deployment, or needs to be deorbited. He compares the situation to BW3's 2021 bolt issue, where a stuck deployment was fixed with new software and thermal cycling, and explains why difficulty doesn't mean di
The Setup Before AST SpaceMobile's Next Big Rerating (opens the original)
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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 th
Why Was $ASTS Dead Silent at the Paris Conference? (opens the original)
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AST SpaceMobile ($ASTS) went strangely quiet at the Paris satellite conference this week - Kook breaks down why, plus the Bluebird 11 mystery. Kook opens with a candid look at retail sentiment hitting rock bottom, admitting he's been distracted by a personal stablecoin (USDe) investment while ASTS stock stays quiet. He dives deep into the Bluebird 11 satellite mystery, walking through TLE tracking data, mean motion comparisons to BW12 and BW13, and the theories around possible station-keeping te
Why Hasn't AST SpaceMobile Shipped Satellites Yet? (opens the original)
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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 momen
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