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Anpanman - Why the SpaceX-xAI Merger Changes Everything
Anpanman analyzes the market's reaction to the SpaceX and xAI merger news, explaining why the recent sell-off misses the broader strategic picture. T…
4 months, 2 weeks ago
Kook's Weekly - February 1 - Why AST SpaceMobile is Built for Superiority
Kook breaks down the current market environment, explaining why macro headwinds often blind investors to the long-term fundamentals of secular winner…
4 months, 2 weeks ago
Anpanman - The Million Satellite Race: SpaceX, AI, and the Orbital Data Center Revolution
Anpanman breaks down the revolutionary implications of SpaceX's recent FCC filing for a constellation of one million satellites dedicated to AI data …
4 months, 2 weeks ago
Anpanman - Breaking $124: The AST SpaceMobile Supercycle
Anpanman breaks down the historic rally of AST SpaceMobile as the stock shatters previous records, hitting an intraday high of $124.32. This episode …
4 months, 3 weeks ago
Kook's Weekly, January 25 - Terawave Theories, FCC Green Lights, and The Flaw in the Bear Case
In this episode of The KOOK Report, we navigate the recent market volatility and discuss why "knowing what you own" is the ultimate defense against s…
4 months, 3 weeks ago
Anpanman - Wake & Bake: Bluebird 7 Confirmed on New Glenn, Tera Wave FUD
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…
4 months, 4 weeks ago
Kook's Weekly - January 19 - Golden Dome Confirmed, Blue Origin Synergies, and the Dual-Use Validation
In this episode of The KOOK Report, we break down the monumental news that the "Space Mob" has been anticipating: AST SpaceMobile (ASTS) has official…
4 months, 4 weeks ago
Anpanman - Golden Dome Unlocked
In this impromptu session, Anpanman breaks down the game-changing news that AST SpaceMobile has been selected as a recipient of the Missile Defense A…
5 months ago
Kook's Weekly - January 11
Episode Summary: The Battle of the Banks, Production Clues, and the "Platform" Thesis
In this week's update, we navigate the recent volatility surroun…
5 months, 1 week ago
Scott Wisniewski at CES 2026 - Satellite meet smartphone the new era of connectivity
Recorded live at the final Space Track session of CES 2026, this panel explores how the satellite industry is making "no signal" a thing of the past.…
5 months, 1 week ago