The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

← Back to dashboard

T

AT&T Inc.Earnings 10/21Partly aligned
Close 23.50 (2026-10-15)28 days -7.4%1Y -9.9%28 d mentions 11

Stance mix of tracked accounts 8 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
6
No stance
2
Bearish
0

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • none
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Neutral First call
Basis not tagged · STOP THE SELLING. 🩸 $T Volume Pace Curve by @rockregan 📊 https://trendspider.com/trading-tools-store/indicators/6ac40b-volume-pace-curve/
2026-10-10 03:47 HKT Original post ↗
Neutral First call
Catalyst · SpaceX Buys Wireless Spectrum For Starlink; Verizon, AT&T, T-Mobile Tumble https://www.investors.com/news/spacex-buys-wireless-spectrum-starlink-elon-musk-verizon-att-t-mobile-tumble/
2026-10-09 21:10 HKT Original post ↗
No stance
Basis not tagged · (@ripster47 轉發)Tenet 10 月 9 日早盤摘要,列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。
2026-10-09 20:44 HKT Original post ↗
Neutral First call
Catalyst · $SPCX smacked $T $VZ $TMUS over night.
2026-10-09 19:36 HKT Original post ↗
Neutral First call
Basis not tagged · A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. OpenAI told investors its annualized revenue was approaching $50B at the end of September, according to the Financial Times, below the roughly $70B figure that had been widely reported last month. The discrepancy reportedly reflects differences in accounting methods, with Anthropic including revenue generated through cloud partners such as AWS and Google Cloud, while OpenAI does not. Investors had attempted to adjust OpenAI’s figures to make them comparable with Anthropic’s, contributing to the higher estimate. The report weighed on AI infrastructure sentiment, with several semiconductor stocks falling roughly 5–7% as investors reassessed near-term AI spending expectations. OpenAI declined to comment. 2. The September FOMC meeting minutes showed that most Federal Reserve officials expect another interest rate hike by year-end, reinforcing the central bank’s higher-for-longer stance. All 19 Fed officials supported the September rate hike, reflecting unanimous concern that inflation remains above target. The minutes also said almost all policymakers believe inflation risks remain tilted to the upside, with several officials warning that the accelerating AI investment boom could increase demand faster than supply, adding to inflationary pressures. 3. Elon Musk said today that he sees an extraordinary long-term future for $SPCX SpaceX, writing: “This will sound super crazy, but I see a path to SpaceX
2026-10-09 10:12 HKT Original post ↗
Neutral First call
Catalyst · SpaceX Lands 800 MHz Spectrum: Starlink Mobile's Carrier Play Gets Real - while the incumbents stand by and watch. $SPCX $TMUS $T $VZ https://www.basenor.com/blogs/news/spacex-lands-800-mhz-spectrum-starlink-mobiles-carrier-play-gets-real
2026-10-09 05:14 HKT Original post ↗
Neutral First call
Catalyst · Medium term · 他說 SpaceX 宣布收購頻譜後,Verizon、AT&T 與 T-Mobile 盤後跌 7%,認為 Starlink Mobile 會改變遊戲規則。標 $SPCX 看好,$VZ、$T、$TMUS 中性。
2026-10-09 04:50 HKT Original post ↗
No stance
Catalyst · Medium term · Elon 說這是 SpaceX 提供全美完整手機覆蓋的最後一塊頻譜拼圖,回應 AT&T CEO 稱 Starlink Mobile 無法穿牆。標 $SPCX 看好。
2026-10-09 04:39 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 1 posts · Bull 0 / Bear 0
    @TrendSpider: STOP THE SELLING. 🩸 $T Volume Pace Curve by @rockregan 📊 https://trendspider.com/trading-tools-store/indicators/6ac40b-volume-pace-curve/ (Neutral)
  • 10/3–10/9 · 10 posts · Bull 0 / Bear 0
    @IBDinvestors: SpaceX Buys Wireless Spectrum For Starlink; Verizon, AT&T, T-Mobile Tumble https://www.investors.com/news/spacex-buys-wireless-spectrum-starlink-elon-musk-verizon-att-t-mobile-tumble/ (Neutral)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

TEarnings 10/21 Neutral2026-10-10 03:47 HKTOriginal post ↗

STOP THE SELLING. 🩸 $T Volume Pace Curve by @rockregan 📊 https://trendspider.com/trading-tools-store/indicators/6ac40b-volume-pace-curve/

Image 1 ↗

Reasoning: Not tagged by analyst

TEarnings 10/21 Neutral2026-10-09 21:10 HKTOriginal post ↗

SpaceX Buys Wireless Spectrum For Starlink; Verizon, AT&T, T-Mobile Tumble https://www.investors.com/news/spacex-buys-wireless-spectrum-starlink-elon-musk-verizon-att-t-mobile-tumble/

Reasoning: Catalyst

TEarnings 10/21 Neutral2026-10-09 19:36 HKTOriginal post ↗

$SPCX smacked $T $VZ $TMUS over night.

Image 1 ↗

Reasoning: Catalyst

TEarnings 10/21 Neutral2026-10-09 10:12 HKTOriginal post ↗

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. OpenAI told investors its annualized revenue was approaching $50B at the end of September, according to the Financial Times, below the roughly $70B figure that had been widely reported last month. The discrepancy reportedly reflects differences in accounting methods, with Anthropic including revenue generated through cloud partners such as AWS and Google Cloud, while OpenAI does not. Investors had attempted to adjust OpenAI’s figures to make them comparable with Anthropic’s, contributing to the higher estimate. The report weighed on AI infrastructure sentiment, with several semiconductor stocks falling roughly 5–7% as investors reassessed near-term AI spending expectations. OpenAI declined to comment. 2. The September FOMC meeting minutes showed that most Federal Reserve officials expect another interest rate hike by year-end, reinforcing the central bank’s higher-for-longer stance. All 19 Fed officials supported the September rate hike, reflecting unanimous concern that inflation remains above target. The minutes also said almost all policymakers believe inflation risks remain tilted to the upside, with several officials warning that the accelerating AI investment boom could increase demand faster than supply, adding to inflationary pressures. 3. Elon Musk said today that he sees an extraordinary long-term future for $SPCX SpaceX, writing: “This will sound super crazy, but I see a path to SpaceX

Reasoning: Not tagged by analyst Specific

TEarnings 10/21 Neutral2026-10-09 07:35 HKTOriginal post ↗

Starlink is coming for your cell plan. 📡 $SPCX up. $T down. After hours.

Image 1 ↗

Reasoning: Not tagged by analyst

TEarnings 10/21 Neutral2026-10-09 05:14 HKTOriginal post ↗

SpaceX Lands 800 MHz Spectrum: Starlink Mobile's Carrier Play Gets Real - while the incumbents stand by and watch. $SPCX $TMUS $T $VZ https://www.basenor.com/blogs/news/spacex-lands-800-mhz-spectrum-starlink-mobiles-carrier-play-gets-real

Reasoning: Catalyst

No-stance mentions (4)
TEarnings 10/21 No stance2026-10-09 23:30 HKTOriginal post ↗

Big Telecom in July: “basically not possible because of physics.” 📡 @elonmusk: 🍺 $T $VZ $TMUS $SPCX

Image 1 ↗

Reasoning: Not tagged by analyst

TEarnings 10/21 No stance↻ Repost of @TENETTRADEGROUP2026-10-09 20:44 HKTOriginal post ↗

(@ripster47 轉發)Tenet 10 月 9 日早盤摘要,列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。

Image 1 ↗

Reasoning: Not tagged by analyst

TEarnings 10/21 No stance2026-10-09 04:39 HKTOriginal post ↗

Elon 說這是 SpaceX 提供全美完整手機覆蓋的最後一塊頻譜拼圖,回應 AT&T CEO 稱 Starlink Mobile 無法穿牆。標 $SPCX 看好。

Reasoning: Catalyst · Medium term

TEarnings 10/21 No stance2026-10-09 04:31 HKTOriginal post ↗

AT&T CEO: Starlink Mobile won’t be able to penetrate walls. SpaceX: We’ve acquired 800 MHz spectrum, which will allow Starlink Mobile to provide better indoor coverage, including signals that can penetrate walls and other obstacles. People are underestimating Starlink Mobile.

Reasoning: Catalyst · Medium term

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

Open the interactive page (with chart)