AST SpaceMobile: T-Mobile Deal Coming Next

<p>AST SpaceMobile ($ASTS) stock dipped near $64 before rebounding this week.</p><p>Anpanman explains why a T-Mobile deal could be the next major catalyst.</p><p><br></p><p>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&#39;s 177% single-day rally, arguing ASTS has pulled off similarly explosive moves before, like the Verizon-driven run from $5 to $39.</p><p><br></p><p>He dives into why he&#39;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&amp;T-Verizon joint venture pools resources without breaking AST&#39;s exclusive commercial agreements. He also breaks down why Wall Street analysts like Goldman Sachs give more airtime to Starlink and Amazon&#39;s direct-to-cell ambitions than to AST SpaceMobile.</p><p><br></p><p>The conversation closes with a broader macro view, covering China Landspace&#39;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.</p><p><br></p><p>00:00 Introduction</p><p>01:00 Crashing out over stock price swings</p><p>01:28 ASTS flat since June despite volatility</p><p>03:05 Moderna&#39;s 177% rally vs ASTS history</p><p>04:38 Why trust in management matters</p><p>07:09 T-Mobile talks and Grain Management testing</p><p>08:02 AT&amp;T-Verizon joint venture explained</p><p>10:33 Wall Street favors Starlink and Amazon</p><p>13:17 August lull and staying focused</p><p>15:33 Twitter, sentiment, and investor therapy</p><p>17:36 Macro rotation: Moderna, Treasury, crypto</p><p>19:07 China&#39;s rocket landing and the space race</p><p>21:26 Iran conflict proves earth observation stakes</p><p>23:51 Could the US take equity stakes in space firms</p><p>28:44 Why AST isn&#39;t hyping PR yet</p><p>30:11 T-Mobile and Starlink MVNO risk</p><p>31:52 Wrap up</p><p><br></p><p>🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk</p><p>👋 Connect with the host on X: https://x.com/spacanpanman</p><p>👕 Get the Gear: https://spacemob.printify.me/</p><p>📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/</p><p><br></p><p>#astspacemobile #TMobile #DirectToCell</p>