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Anpanman - Launch Agnosticism and Market Volatility
Anpanman - Launch Agnosticism and Market Volatility

Anpanman analyzes the recent red day in the space sector, where stocks like AST SpaceMobile faced significant pullbacks following a period of massive…

2 weeks, 3 days ago

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Kook's Weekly - May 31 - The Launch Labyrinth
Kook's Weekly - May 31 - The Launch Labyrinth

The recent explosion at Blue Origin’s New Glenn launch pad has dominated headlines, but Kook argues that the market is misinterpreting the risk to AS…

2 weeks, 4 days ago

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Anpanman - Space is Hard: The New Glenn Anomaly and the SpaceMobile Pivot
Anpanman - Space is Hard: The New Glenn Anomaly and the SpaceMobile Pivot

Anpanman and Jacob discuss the recent anomaly involving Blue Origin's New Glenn-4 booster during a static fire test. The explosion resulted in signif…

2 weeks, 6 days ago

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Crossroads Capital - AST SpaceMobile and the Final Bridge to Universal Human Connectivity
Crossroads Capital - AST SpaceMobile and the Final Bridge to Universal Human Connectivity

Welcome to a special edition of the AST SpaceMobile Podcast.

In this episode, we are presenting an AI-narrated audio version of the deep-dive researc…

3 weeks ago

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Anpanman - Pentagon Over a Barrel: Why the DoD is Pivoting to AST SpaceMobile
Anpanman - Pentagon Over a Barrel: Why the DoD is Pivoting to AST SpaceMobile

Anpanman breaks down the explosive Reuters report detailing the Pentagon's frustrations with SpaceX pricing. As Starlink attempts to quintuple the co…

3 weeks, 2 days ago

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Kook's Weekly - May 25 - The End of Constellation Constipation
Kook's Weekly - May 25 - The End of Constellation Constipation

Kook breaks down the major milestones achieved this week as AST SpaceMobile shifts from development into a high-cadence production phase. The shippin…

3 weeks, 3 days ago

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Anpanman - The Space Frontier: AI Data Centers and the Trillion Dollar Opportunity
Anpanman - The Space Frontier: AI Data Centers and the Trillion Dollar Opportunity

Anpanman explores the rapid sentiment shift in the space sector, moving from the “𝘱𝘪𝘵 𝘰𝘧 𝘥𝘦𝘴𝘱𝘢𝘪𝘳” in early May to a significant rally driven by funda…

3 weeks, 6 days ago

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Anpanman - The Defense Tell
Anpanman - The Defense Tell

Anpanman explores the recent release of Anduril's Voyager G1, a warfighter communication device that features 4G LTE cellular capabilities. The analy…

4 weeks, 1 day ago

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Anpanman - The Great Satellite Pivot
Anpanman - The Great Satellite Pivot

John Stankey’s recent keynote address reveals a strategic shift in the telecommunications industry as AT&T, Verizon, and T-Mobile join forces. This j…

4 weeks, 2 days ago

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Hennessy Funds - AST SpaceMobile: Transforming How the World Connects
Hennessy Funds - AST SpaceMobile: Transforming How the World Connects

Hennessy Funds explores the transformative potential of AST SpaceMobile, the first and only space-based cellular broadband network designed for stand…

1 month ago

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