Episode Details

Bluebird 11-13 launch early Wednesday morning as $ASTS rebounds hard off the big market unwind.

Anpanman breaks down why AST SpaceMobile and the wider satellite sector may have found a bottom after Citadel absorbed Situational Awareness's liquidated book. He walks through SpaceX's crowded short interest and lock-up expiry dynamics ahead of its first earnings call, the accelerating Bluebird production cadence heading into the Block 2 Bluebird 11-13 launch, and an update on Grain Management's 800MHz spectrum testing with AST SpaceMobile. Anpanman also unpacks the direct-to-cell opportunity, the FCC timeline, and why he thinks a T-Mobile deal is fait accompli, closing out with a candid take on serial ASTS critic Lucky Stewie.

00:00 Introduction

00:21 Market sentiment and capitulation signals

02:51 Margin trading dangers and forced selling

05:08 Tax implications of trading around a core position

07:53 Bears and skeptics as a contrarian bottom signal

09:34 Situational Awareness book sale to Citadel

13:10 Macro risks: Iran, yen carry trade unwind

15:21 SpaceX short interest and borrow fee spike

17:03 SpaceX lock-up expiry and institutional demand

21:55 SpaceX Q2 earnings expectations and beat-and-raise setup

25:32 SpaceX earnings impact on the space sector

27:31 Bluebird 11-13 launch details and production cadence

29:02 Grain Management spectrum update

29:57 Lucky Stewie background and criticism of AST

38:03 T-Mobile deal outlook and closing thoughts

🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk

👋 Connect with the host on X: https://x.com/spacanpanman

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📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/