Episode Details

Wake & Bake: Bluebird 7 Confirmed on New Glenn, Tera Wave FUD

In this episode of "Wake and Bake," Anpnman (@spacanpanman) breaks down the biggest news hitting the SpaceMob this morning, ranging from confirmed launch vehicles to battling short-seller reports.

AST SpaceMobile (ASTS) Updates:

• Launch Confirmation: Bluebird 7 is officially confirmed to launch aboard Blue Origin’s New Glenn flight 3. The timeline looks set for the end of February, potentially coinciding within days of the Artemis moon mission.

• The Mission: This launch is critical for Blue Origin’s DoD certification. The satellite (Bluebird 7/FM2) is an SDA halo satellite, making the New Glenn partnership highly strategic.

• Tera Wave "Threat" Debunked: Anpnman addresses the market panic regarding Blue Origin’s "Tera Wave" announcement. He explains why this high-throughput enterprise constellation is not a competitor to ASTS but rather a potential backbone data layer for Golden Dome defense applications.

• Market Outlook: With the "impulse" chart patterns broken to the upside and the SpaceX IPO looming in July, the setup for ASTS leading into summer is incredibly bullish. Anpnman also details his recent "buy the dip" trades during the recent pullback.

Tune in for a deep dive on due diligence, market mechanics, and why the SpaceMob remains confident in the face of volatility.