# AST SpaceMobile: T-Mobile Deal Coming Next

Page: https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-t-mobile-deal-coming-next
Text version: https://stenobird.com/podcast/ast-spacemobile-podcast-7446851/ast-spacemobile-t-mobile-deal-coming-next.md
Podcast: [AST SpaceMobile Podcast](https://stenobird.com/podcast/ast-spacemobile-podcast-7446851)
Published: 2026-08-19T21:04:15+00:00
Episode link: https://podcasters.spotify.com/pod/show/spacemob/episodes/AST-SpaceMobile-T-Mobile-Deal-Coming-Next-e3nkleo
Audio file: https://traffic.megaphone.fm/APO1311305791.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ast-spacemobile-podcast-7446851/episodes/ast-spacemobile-t-mobile-deal-coming-next
Duration seconds: 2020

## Resource

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…

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## Transcript

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