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Kook's Weely - March 9 - Constellation Constipation Relief: AST SpaceMobile’s Billion Dollar Guidance
Kook analyzes the current macro environment and the high-stakes world of satellite telecommunications following the most recent AST SpaceMobile earni…
3 months, 1 week ago
The NotebookLM Brief: Two Satellites, Two Destinies
Anpanman created a Google NotebookLM podcast for the Crossroads Capital latest letter:
Comparing AST SpaceMobile and Starlink - Two Satellite Companie…
3 months, 1 week ago
Anpanman - Dancing with the Tiger: Starlink’s European Struggle and the Rise of AST SpaceMobile
In this episode, Anpanman breaks down the latest industry shifts following T-Mobile's presentation at the Morgan Stanley TMT conference and significa…
3 months, 1 week ago
Anpanman - North American Lockdown: The AST SpaceMobile Competitive Advantage
Anpanman provides a detailed breakdown of the massive commercial momentum for AST SpaceMobile following the Mobile World Congress announcements. The …
3 months, 2 weeks ago
Anpanman - Billion Dollar Bluebirds: Inside the AST SpaceMobile Inflection Point
Anpanman analyzes the remarkably bullish Q4 update from AST SpaceMobile, marking the company’s transition from a developmental phase to a tangible re…
3 months, 2 weeks ago
AST SpaceMobile Q4 2025 Earnings Call
Abel Avellan, Scott Wisniewski, and Andy Johnson provide a comprehensive update on the transformation of SpaceMobile into a revenue-generating indust…
3 months, 2 weeks ago
Anpanman - Quick Pre-Market Opening Discussion: $ASTS $TE
Anpanman - Quick Pre-Market Opening Discussion: $ASTS $TE
3 months, 2 weeks ago
Kook's Weekly - March 1 - From Mañana to Hoy: The AST SpaceMobile Inflection Point
Kook breaks down a pivotal week for AST SpaceMobile, starting with the massive validation of a $30 million prime contract from the Space Development …
3 months, 2 weeks ago
Anpanman - Navigating the Wall of Worry: Margin Calls, AI Tizzy, and the SpaceMobile Outlook
This episode analyzes the current market volatility and the 'wall of worry' investors are facing. Anpanman stresses the importance of avoiding high l…
3 months, 3 weeks ago
Anpanman - Orbital Supremacy: AST SpaceMobile’s $30M Prime Contract and the Billion Dollar Space Pivot
Anpanman explores the recent landmark developments for AST SpaceMobile, focusing on the $30 million prime contract awarded by the Space Development A…
3 months, 3 weeks ago