AST SpaceMobile: Bluebird 11-13 Launch This Week

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 Introduction00:21 Market sentiment and capitulation signals02:51 Margin trading dangers and forced selling05:08 Tax implications of trading around a core position07:53 Bears and skeptics as a contrarian bottom signal09:34 Situational Awareness book sale to Citadel13:10 Macro risks: Iran, yen carry trade unwind15:21 SpaceX short interest and borrow fee spike17:03 SpaceX lock-up expiry and institutional demand21:55 SpaceX Q2 earnings expectations and beat-and-raise setup25:32 SpaceX earnings impact on the space sector27:31 Bluebird 11-13 launch details and production cadence29:02 Grain Management spectrum update29:57 Lucky Stewie background and criticism of AST38:03 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👕 Get the Gear: https://spacemob.printify.me/📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/