Episode
AST SpaceMobile: T-Mobile Deal Coming Next
- Podcast
- AST SpaceMobile Podcast
- Published
- Aug 19, 2026
- Duration seconds
- 2020
- Processing state
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Summary
AST SpaceMobile ($ASTS) stock dipped near $64 before rebounding this week. Anpanman explains why a T-Mobile deal could be the next major catalyst. Anpanman opens this space by addressing the recent AST SpaceMobile stock volatility, noting ASTS has essentially chopped between $53 and $73 since June despite continued execution. He compares the muted reaction to Moderna's 177% single-day rally, arguing ASTS has pulled off similarly explosive moves before, like the Verizon-driven run from $5 to $39. He dives into why he's confident in an eventual T-Mobile agreement, pointing to FCC filings referencing agreements tied to Grain Management spectrum testing on 800 MHz, and explains how the AT&T-Verizon joint venture pools resources without breaking AST's exclusive commercial agreements. He also breaks down why Wall Street analysts like Goldman Sachs give more airtime to Starlink and Amazon's direct-to-cell ambitions than to AST SpaceMobile. The conversation closes with a broader macro view, covering China Landspace's reusable rocket landing, the strategic importance of earth observation highlighted by the Iran conflict, a possible US government equity stake in space companies, and why Anpanman remains fully bullish on satellite connectivity despite the drawdown. 00:00 Introduction 01:00 Crashing out over stock price swings 01:28 ASTS flat since June despite volatility 03:05 Moderna's 177% rally vs ASTS history 04:38 Why trust in management matters 07:09 T-Mobile talks and Grain Management testing 08:02 AT&T-Verizon joint venture explained 10:33 Wall Street favors Starlink and Amazon 13:17 August lull and staying focused 15:33 Twitter, sentiment, and investor therapy 17:36 Macro rotation: Moderna, Treasury, crypto 19:07 China's rocket landing and the space race 21:26 Ir…