SpaceX’s $8B spectrum deal exposes the risk in telecom shares
THE SO WHAT
SpaceX spending ~$8B on low-band US spectrum—and knocking AT&T, Verizon, and T-Mobile shares—signals satellite players are moving directly into telco territory. If you operate in connectivity or build on mobile networks, model scenarios where Starlink-style providers become primary carriers, not just rural backfill.
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