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
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VZ
Verizon Communications Inc.Earnings 10/26Partly aligned
Stance mix of tracked accounts 10 accounts mentioned it · latest post counts
BullishNeutralNo stanceBearish
Bullish
0
Neutral
5
No stance
3
Bearish
2
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @KobeissiLetterViews › | 0 | 1 | 1 | 0 |
 @SawyerMerrittViews › | 0 | 1 | 0 | 0 |
 @firstadopterViews › | 0 | 0 | 0 | 1 |
 @Stephanie_LinkViews › | 0 | 1 | 0 | 0 |
 @JasonViews › | 0 | 0 | 1 | 0 |
 @amitisinvestingViews › | 0 | 1 | 0 | 0 |
 @InvestorsLiveViews › | 0 | 1 | 0 | 0 |
 @ripster47Views › | 0 | 0 | 0 | 1 |
 @IBDinvestorsViews › | 0 | 1 | 0 | 0 |
 @TrendSpiderViews › | 0 | 0 | 0 | 1 |
Consensus and splits Reasons (analyst tagged) and views from the past 14 days
Bull case
- none
Bear case
- 2Catalyst
- @KobeissiLetter: We are about to witness one of the biggest disruptions in the history of the telecom and internet industry.
For decades, telecom and internet giants have dominated the industry with limited competition, slow innovation, and increasingly mediocre service.
SpaceX, $SPCX, is about to change that.
This is a clear wake up call to the current giants of the industry.
Evolve or you will be left behind.
- @Jason: Oh🫰! Short Verizon 😂
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
TrendSpider @TrendSpiderViews ›
@TrendSpiderViews ›No stance
Basis not tagged · Big Telecom in July: “basically not possible because of physics.” 📡
@elonmusk: 🍺
$T $VZ $TMUS $SPCX
@elonmusk: 🍺
$T $VZ $TMUS $SPCX2026-10-09 23:30 HKT Original post ↗
Investors.com @IBDinvestorsViews ›
@IBDinvestorsViews ›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 ↗
Ripster @ripster47Views ›
@ripster47Views ›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。
@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 ↗
Nathan Michaud @InvestorsLiveViews ›
@InvestorsLiveViews ›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 ↗
The Kobeissi Letter @KobeissiLetterViews ›
@KobeissiLetterViews ›Bearish weakened (was Neutral)
Catalyst · Long term · We are about to witness one of the biggest disruptions in the history of the telecom and internet industry.
For decades, telecom and internet giants have dominated the industry with limited competition, slow innovation, and increasingly mediocre service.
SpaceX, $SPCX, is about to change that.
This is a clear wake up call to the current giants of the industry.
Evolve or you will be left behind.
2026-10-09 07:19 HKT Original post ↗
Bearish First call
Catalyst · Medium term · Oh🫰! Short Verizon 😂
2026-10-09 06:43 HKT Original post ↗
Stephanie Link @Stephanie_LinkViews ›
@Stephanie_LinkViews ›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 ↗
tae kim @firstadopterViews ›
@firstadopterViews ›No stance
Catalyst · I welcome SpaceX to the U.S. wireless carrier business. Verizon and friends SUCK.
"SpaceX announced an agreement to acquire a nationwide low-band spectrum license portfolio of up to 14 megahertz of paired spectrum in the 800 MHz band. This prime low-band spectrum addresses one of the key remaining technical gaps that will pave the way for Starlink Mobile to become a major mobile carrier in the US."
2026-10-09 04:53 HKT Original post ↗
Sawyer Merritt @SawyerMerrittViews ›
@SawyerMerrittViews ›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 ↗
Background How the narrative evolved over time, for context on current views
By week Last 4 weeks
- 10/10–10/16 · 0 posts · Bull 0 / Bear 0No discussion
- 10/3–10/9 · 11 posts · Bull 0 / Bear 2@KobeissiLetter: We are about to witness one of the biggest disruptions in the history of the telecom and internet industry.
For decades, telecom and internet giants have dominated the industry with limited competition, slow innovation, and increasingly mediocre service.
SpaceX, $SPCX, is about to change that.
This is a clear wake up call to the current giants of the industry.
Evolve or you will be left behind. (Bearish)
- 9/26–10/2 · 0 posts · Bull 0 / Bear 0No discussion
- 9/19–9/25 · 0 posts · Bull 0 / Bear 0No discussion
Key views and how they evolved Newest first
$SPCX smacked $T $VZ $TMUS over night.
Reasoning: Catalyst
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
We are about to witness one of the biggest disruptions in the history of the telecom and internet industry. For decades, telecom and internet giants have dominated the industry with limited competition, slow innovation, and increasingly mediocre service. SpaceX, $SPCX, is about to change that. This is a clear wake up call to the current giants of the industry. Evolve or you will be left behind.
Reasoning: Catalyst · Long term Specific
Oh🫰! Short Verizon 😂
Reasoning: Catalyst · Medium term
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 (3)
Big Telecom in July: “basically not possible because of physics.” 📡
@elonmusk: 🍺
$T $VZ $TMUS $SPCX
Reasoning: Not tagged by analyst
@TENETTRADEGROUP（@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。
Reasoning: Not tagged by analyst
I welcome SpaceX to the U.S. wireless carrier business. Verizon and friends SUCK. "SpaceX announced an agreement to acquire a nationwide low-band spectrum license portfolio of up to 14 megahertz of paired spectrum in the 800 MHz band. This prime low-band spectrum addresses one of the key remaining technical gaps that will pave the way for Starlink Mobile to become a major mobile carrier in the US."
Reasoning: Catalyst
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.