Episode
AST SpaceMobile: Bluebird 11-13 Launch This Week
- Podcast
- AST SpaceMobile Podcast
- Published
- Aug 4, 2026
- Duration seconds
- 2411
- Processing state
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Summary
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 Introduction 00:21 Market sentiment and capitulation signals 02:51 Margin trading dangers and forced selling 05:08 Tax implications of trading around a core position 07:53 Bears and skeptics as a contrarian bottom signal 09:34 Situational Awareness book sale to Citadel 13:10 Macro risks: Iran, yen carry trade unwind 15:21 SpaceX short interest and borrow fee spike 17:03 SpaceX lock-up expiry and institutional demand 21:55 SpaceX Q2 earnings expectations and beat-and-raise setup 25:32 SpaceX earnings impact on the space sector 27:31 Bluebird 11-13 launch details and production cadence 29:02 Grain Management spectrum update 29:57 Lucky Stewie background and criticism of AST 38:03 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/