All Episodes

Space Stocks Weekly - AST SpaceMobile

Anpanman - AST SpaceMobile Q1 Earnings: Beyond the Headlines and Into Orbit

AST SpaceMobile Q1 2026 Earnings Call

Anpanman - 99 Mbps from Space: AST SpaceMobile Decimates the Competition

Kook's Weekly - May 11 - The ASIC Alpha and the Falcon 9 Frontier

This is SpaceMob

Anpanman - SpaceMobile Markets: The Rakuten Exit and Analyst Games

Anpanman - Sentiment Check

Anpanman - Spectrum Alchemy: Decoding AST SpaceMobile's 10x Performance Patent

Kook's Weekly - May 3 - Uncorking the AST SpaceMobile Production Line

Anpanman - Sifting Through the FUD and the Path to Orbit

Anpanman - The SpaceMobile Grind: Production Ramps and Regulatory Wins

Kook's Weekly - April 26 - The 99 Successes of a Launch Failure

Anpanman - The FCC Greenlight: AST SpaceMobile’s Watershed Moment

Anpanman - Beyond the Burn: Conviction in the Face of Satellite Setbacks

Anpanman - Space is Hard: Analyzing the New Glenn 3 Anomaly and Bluebird 7 Loss

Kook' Weekly - April 19 - Off-nominal: New Glenn, Amazon's Move, and the SpaceMobile Ramp

Anpanman - Launch Fever and the Coiled Spring: SpaceMob Takes the Cape

Anpanman - Hoss, is this your first rodeo? Sure seems like it.

Anpanman talks on Space Stock Weekly V2

Anpanman - The $10 Billion Space Race: Amazon, Globalstar, and the Future of AST SpaceMobile

Kook's Weekly - April 12 - The New Glenn Era and Meta's Space Validation

Anpanman - The Cusp of the Launch Campaign

Kook's Weekly - April 5 - The Noise Floor Revolution: SpaceMob, FirstNet, and the End of Constellation Constipation

Anpanman - Amazon's $10B Space Bet and AST SpaceMobile's Production Breakout

SatShow - Live in the Booth with AST SpaceMobile President Scott Wisniewski

Kook's Weely - Marsch 29 - The Non-Linear Path to a Trillion: AST SpaceMobile and the SpaceMob Strategy

The Low Earth Orbit Communication Race is on - Simon Allard, Head of Network Architecture and Delivery at 2degrees (NZ)

Anpanman - The SpaceMobile Moat: Engineering, IPOs, and the Path to Global Connectivity

Kook's Weekly - March 22 - The SpaceMob Slingshot: Trillion-Dollar Math and the AI Frontier

Kook's Weekly - March 15 - The World Spectrum Classic: AST SpaceMobile vs. The Competition

Anpanman - SpaceMob Momentum: FirstNet, Verizon's Pivot, and the New Glenn Launch

Anpanman - Need for Speed: Bluebird 6 and the Race for 5G Space Dominance

Kook's Weely - March 9 - Constellation Constipation Relief: AST SpaceMobile’s Billion Dollar Guidance

The NotebookLM Brief: Two Satellites, Two Destinies

Anpanman - Dancing with the Tiger: Starlink’s European Struggle and the Rise of AST SpaceMobile

Anpanman - North American Lockdown: The AST SpaceMobile Competitive Advantage

Anpanman - Billion Dollar Bluebirds: Inside the AST SpaceMobile Inflection Point

AST SpaceMobile Q4 2025 Earnings Call

Anpanman - Quick Pre-Market Opening Discussion: $ASTS $TE

Kook's Weekly - March 1 - From Mañana to Hoy: The AST SpaceMobile Inflection Point

Anpanman - Navigating the Wall of Worry: Margin Calls, AI Tizzy, and the SpaceMobile Outlook

Anpanman - Orbital Supremacy: AST SpaceMobile’s $30M Prime Contract and the Billion Dollar Space Pivot

Kook's Weekly - February 22 - Inventing the Market: The SpaceMobile Category Creator

Anpanman - The Inevitability of SpaceMobile: Bluebirds, Bond Math, and Blue Origin

Kook Weekly - February 15 - The $4 Billion War Chest: SpaceMobile’s Path to Global Dominance

Anpanman - AST SpaceMobile's $4 Billion War Chest: AI, Defense, and the Spectrum Land Grab

Anpanman - WAKE N BAKE - Let's run it back and discuss BB6 Unfolding

Anpanman - Block 2 Unfolded

Kook's Weekly - February 9 - Smoothies, Strokes, and SpaceMobile

Anpanman - Market Liquidations, VIX Rules, and the SpaceMobile Connectivity Shift

Anpanman - The Apple Alpha: FCC Filings and the SpaceX Threat

Anpanman - Conviction Over Chaos: Navigating the Space Sector Pullback

Anpanman - Why the SpaceX-xAI Merger Changes Everything

Kook's Weekly - February 1 - Why AST SpaceMobile is Built for Superiority

Anpanman - The Million Satellite Race: SpaceX, AI, and the Orbital Data Center Revolution

Anpanman - Breaking $124: The AST SpaceMobile Supercycle

Kook's Weekly, January 25 - Terawave Theories, FCC Green Lights, and The Flaw in the Bear Case

Anpanman - Wake & Bake: Bluebird 7 Confirmed on New Glenn, Tera Wave FUD

Kook's Weekly - January 19 - Golden Dome Confirmed, Blue Origin Synergies, and the Dual-Use Validation

Anpanman - Golden Dome Unlocked

Kook's Weekly - January 11

Scott Wisniewski at CES 2026 - Satellite meet smartphone the new era of connectivity

Anpanman - Let's discuss Scotia's downgrade, which was basically spoon fed by HF short clients

Kook's Weekly - January 4 - FM1 Health, The Spy Configuration & Battling the Bears

Kook's Weekly - December 28

SPACEMOB LAUNCH PARTY 🅰️

Anpanman - Let's hear your AST SpaceMobile story

Kook's Weekly - December 21

Anpanman - Catalyst Season

AST SpaceMobile Stock Analysis: The Dead Zone Economy

Kook's Weekly - December 14

Anpanman - Two words - Golden Dome

Anpanman - The future is NOW

Anpanman - UBS Fireside Chat, Ligado FCC Modification & Launch

Fireside chat - Scott Wisniewski speaks at the UBS Global Media and Communications Conference

Anpanman - Europe SatCo JV, AI Data Centers, Launch Time

Kook’s Weekly - December 7

Anpanman - $ASTS $TE $BAER $SRTA: Midday Musings and Mic Check

Anpanman - SpaceX Secondary Sale Value at $800B + 2H 2026 IPO? Implications for the sector

Anpanman - The building blocks for data centers in space backed by Google

Anpanman - Short Chat

Anpanman - Impromptu Spaces with Anpanman from June 25, 2025

Kook's Weekly - November 30

Kook's Weekly - November 23

Deutsche Bank's Global Space Summit in New York, President Scott Wisniewski

Anpanman - BONG 9x4, DB conference, and Market rout

BeWhere CEO talks about their partnership with AST SpaceMobile

Kook's Weekly - November 16

Vodafone Head of R&D talks about AST SpaceMobile and SatCo

Anpanman - Blue Origin New Glenn, Bank of America Fireside Chat and What Lies Ahead!

Anpanman talking $ASTS on Space Stocks Weekly

Anpanman - Key Takeaways from Q3 Update - $1 BILLION CONTRACTED REVENUE COMMITMENTS

AST SpaceMobile Q3 2025 Earnings Call

Kook's Weekly - November 09

Anpanman - AST SpaceMobile + Vodafone News = SatCo JV Comes Into Focus

Kook's Weekly - November 3

Anpanman - Updated thoughts on Globalstar rumors and recent precedent

Anpanman - Globalstar for sale? Potential implications

Anpanman -AST AND SAUDI TELECOM 10 YR AGMT!!!

Kook’s Weekly - October 27

Ryan O'Connor, Toan Tran and Anpanman Getting Ready for Launch

Anpanman - Post Convert Offering and Other Stuff Discussion

Kook’s Weekly - October 20

Anpanman - $ASTS and Human Psychology - Real Talk

Anpanman - Potential for US Gov stake?

Kook's Weekly - October 13

Anpanman - Verizon and 100pct Connectivity - A Paradigm Shift

Anpanman - Accretive Opportunities to be Funded

Anpanman - Food for Thought - Industry Dynamics

Kook's Weekly - October 6

Anpanman - Where We’ve Been and Where We’re Going

Kook's Weekly - September 29

Kook's Weekly - September 22

Scott Wisniewski at The Novaspace World Space Business Week

Kook's Weekly - September 15

Anpanman - SpaceX / Echostar Spectrum Deal - Implications for MNOs

Anpanman - SpaceX / Echostar spectrum transaction strategic implications

Kook's Weekly - September 8

Fireside chat with Scott Wisniewski

Kook's Weekly - September 2

Kook's Weekly - August 25

Greenhaven Road Capital Investor Letter

Hennessy Funds Investment Letter

Kook's Weekly - August 18

Anpanman: Initial Thoughts on Q2 Update, TLDR BULLISH

Kook's Weekly - August 12

AST SpaceMobile Q2 2025 Earnings Call

Anpanman - Strategic Implications of the S-Band Spectrum Priority Rights

Kook's Weekly - August 4

Kook's Weekly - 28 July

AST SpaceMobile Q1 2025 Earnings Call

AST SpaceMobile Q4 2024 Earnings Call

AST SpaceMobile Q3 2024 Earnings Call

AST SpaceMobile Q2 2024 Earnings Call