Shawarma Capital

Shawarma Capital

One Bird Down, Constellation Intact

Why the premarket selloff misprices the Q4 revenue inflection and the MNO build-out.

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Shawarma Capital
Apr 20, 2026
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The BlueBird 7 post-mortem, the Rakuten overhang, and what the math actually says about AST SpaceMobile at $85

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