The Space Industry's Next Mag-7 Moment

<p>AST SpaceMobile&#39;s BB11 satellite may be stuck or deployed - Kook digs into TLE data, maxed-out shorts, and AT&amp;T&#39;s direct-to-cell push.</p><p><br></p><p>Kook returns from being off the grid straight into fresh TLE data on BlueBird 11, weighing whether the satellite&#39;s array successfully unfurled, got stuck mid-deployment, or needs to be deorbited. He compares the situation to BW3&#39;s 2021 bolt issue, where a stuck deployment was fixed with new software and thermal cycling, and explains why difficulty doesn&#39;t mean disaster for AST SpaceMobile.</p><p><br></p><p>On the ASTS stock side, Kook breaks down why short interest just hit 100% utilization, why implied volatility has collapsed, and why Reddit posting activity is a useful (if imperfect) proxy for market complacency, all while the Falcon 9 launch queue clears behind Crew Dragon traffic.</p><p><br></p><p>He also connects the dots between AI and satellite connectivity, covering AT&amp;T&#39;s direct-to-cell advertising push, a phone company&#39;s quote calling it the biggest thing since texting, Meta&#39;s Muse app, and why AI voice bandwidth is light enough for satellites to handle easily. Kook wraps with thoughts on Blue Origin&#39;s valuation, Canada diversifying away from SpaceX, and why he believes the space industry is becoming the next Mag-7.</p><p><br></p><p>00:00 Introduction and TLE data check</p><p>00:45 BB11 deployment difficulty theories</p><p>03:01 BW3&#39;s 2021 deployment issue recap</p><p>04:39 Stuck, deployed, or deorbit scenarios</p><p>05:52 Falcon 9 launch queue clearing</p><p>06:54 Short interest hits 100% utilization</p><p>07:33 Reddit and implied volatility signals</p><p>10:11 AT&amp;T&#39;s direct-to-cell ad push</p><p>11:25 Phone company RPU growth quote</p><p>12:18 Meta&#39;s Muse app and AI flow</p><p>14:39 Is AI bandwidth-friendly for satellites?</p><p>17:06 MVNO frustrations and vertical integration</p><p>19:29 Canada diversifying away from SpaceX</p><p>21:34 Space industry as the next Mag-7</p><p>23:56 Equitus 2028 satellite mockery</p><p>26:00 Closing thoughts and TLE follow-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/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 #BlueBird11 #ShortSqueeze</p>