AST SpaceMobile - J-LEO Confirmed, T-Mobile Next?

<p>AST SpaceMobile ($ASTS) confirms J-LEO, lands new government contracts, and reveals its AI edge compute roadmap this week.</p><p><br></p><p>Kook breaks down AST SpaceMobile&#39;s latest earnings call, covering the post-earnings vol crush, the wild market psychology of a stock that swung from $37 to $70, and confirmation of the J-LEO deal - a billion-dollar non-dilutive subsidy structure for Japanese-flagged satellites within the ASTS constellation.</p><p><br></p><p>The episode dives into new US government contracts worth over $100 million, a multi-billion dollar recurring radar and GPS opportunity, and strong signals that Deutsche Telekom&#39;s T-Mobile is nearing a direct-to-cell partnership with AST SpaceMobile, backed by a newly surfaced FCC spectrum filing tied to existing ASTS-T-Mobile agreements.</p><p><br></p><p>Kook also unpacks ASTS&#39;s AI edge compute roadmap starting with Bluebird 47, the hiring of banking veteran Ozzy Ramos as a strategic advisor, financial details including $3.7 billion in proforma cash and a $1.3 billion revenue backlog, plus the growing wave of sovereign satellite deals and Vodafone&#39;s EU spectrum priority lane position.</p><p><br></p><p>00:00 Introduction from a closet in France</p><p>01:52 Vol crush and market psychology after earnings</p><p>03:03 Stock at $70 vs the July 2025 lows</p><p>04:18 Wall Street Journal coverage and New Glenn photo</p><p>04:56 J-LEO deal confirmed and Tesla analogy</p><p>07:24 New government contracts and Deutsche Telekom signals</p><p>10:51 Cash, backlog, and launch cadence</p><p>12:52 Radar, GPS, and government revenue mix</p><p>14:40 Dave&#39;s earnings summary and AI compute reveal</p><p>16:46 The Iceland power analogy</p><p>19:37 AI edge compute roadmap revealed</p><p>21:26 Porsche and Ruff analogy for compute value</p><p>22:52 T-Mobile spectrum evidence via FCC filing</p><p>25:25 Multi-billion dollar radar opportunity math</p><p>27:39 2021 patents on space data centers</p><p>31:56 Ozzy Ramos joins as strategic advisor</p><p>37:38 56 sovereign satellite deals emerging</p><p>42:00 Dr. Ali&#39;s trillion dollar TAM and $2200 upside case</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/thekookreport</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 #JLEO #TMobile</p>