T AT&T Inc

The reason is watching bears twist Bain’s AI financial research to argue that AI revenues won’t cover long-term infrastructure costs feels identical to another historic blunder—and it’s not the dot-com boom. In 1980, $T commissioned McKinsey to estimate U.S. cell phone subscribers by the year 2000. They projected roughly 900,000 subscribers. Under pressure AT&T abandoned further development. By 2000, there were over 100 mil subscribers in the U.S. ~1 bln globally). That miss cost AT&T $12.5 billion to buy McCaw Cellular just to re-enter the market. What we SHOULD have learned. Early iterations of revolutionary tech always starts out limited, and expensive. Consultants model future demand based on present-day capabilities, completely missing paradigm shifts. Bears mistake starting points for ceilings: Demand and hardware maturity evolve in tandem. As hardware & software mature, what starts as a niche novelty rapidly becomes an indispensable utility. $MU $NVDA $SPY

> Joint venture between AT&T, Verizon, T-Mobile $T $VZ $TMUS > T-Mobile removes Starlink DAYS before spectrum acquirement announcement > SpaceX wants to be MNO with own terrestrial network Tell me now: Do you really think there isn't a big deal coming for $ASTS ?!

$T $vZ $tmuS so you are telling me the top 3 mobile providers don't know how to counter the Muskrat? buy the dips yall.

$T $VZ $TMUS Dont fall for the click baits. Satellites can never compete with fiber and 5G speeds.

$T $TMUS $VZ should be on their kneees for Abel right now pumping $$ into $ASTS we can all win with Asts. Soverign nations can have their own secure networks too

$T $VZ Both get bought back next week. There is always the chance Elon partners with or buys one of the telecoms.......those who sold will come back.

$T reports Q3 earnings on Oct 21st. $T to Sell Mexican Wireless Business for $2 Billion in Cash. Doubles Down on US Fiber and 5G. The sale aligns with its long-term strategy of investing in advanced connectivity and integrating fiber broadband with wireless services. Chairman and CEO John Stankey emphasized that artificial intelligence will drive demand for networks supported by extensive fiber infrastructure. Stankey says the transaction supports $T's strategy of directing capital toward growth opportunities in the U.S. while positioning its Mexico business for further expansion under local ownership.

$T dropped almost 10% because of something may or may not happen in 2035. Got to be kidding.

$T Just another example how someone, or media, like a SpaceX officer, can shock a stock. The reality, it will take SpaceX years to get into the telecommunications sector. Then it needs to park a satellite dish in everyone’s back yard or roof. SpaceX just simply opined a vertical growth direction it would like to achieve. You have better chances of winning the lottery then SpaceX ever holding a monopoly in telecom.

$T Buying opportunity; scoop this deal up. Starlink is not replacing the need for AT&T.

$T Looooove these set ups! Liquidity grab on a healthy stock and the high of the low being taken out quickly is a great sign that it is in fact a stock grab!!

$T Debt heavy company selling Mexico stake and spinning it as bullish to investors, looks and sounds desperate to me. Interest rates are the elephant in the room, tik toc.

$T so oversold. Not just a cellular business. It takes a long time and a lot of money to truly become a big 4. Plus there’s room for competition. T provides the fiber/data for so much including competitors towers.

$T pure div play. No growth, debt strapped company. Just not understanding this over $tlT $jepI $jepQ or $pfE

$T picked up 20 shares of $T and 10 shares of $VZ . Chump change but will enjoy some extra dividends lmao

$T although I'm not an expert I know a little bit and I know when it comes to Communications proximity is critical .satellites in space cannot do what fiber Networks and infrastructure can do on the ground. If at some point Elon does decide to make the crossover and integrate satellite with some sort of fiber Network then you're going to see a serious War otherwise I think it's an alternative service to provide Communications in a different way for different applications and not really competition.

$T $VZ The carrier selloff after SpaceX's EchoStar deal looks overdone. SpaceX's ~50 MHz of spectrum is a fraction of AT&T's, and one satellite beam shares its capacity across hundreds of square miles, while carriers reuse their airwaves at hundreds of towers in the same area. That limits Starlink to texting, light data and rural coverage. Fiber widens the moat: AT&T reaches over 37 million fiber locations and Verizon's Frontier deal lifted it past 30 million, feeding dense towers and sticky home-plus-mobile bundles that satellites can't match. With the license transfer not closing until late 2027, Starlink looks like a complement, not a threat.

$T AT&T fell 9.8% Friday, its worst one-day drop since 2000, after SpaceX agreed to buy Grain Management's nationwide 800 MHz spectrum portfolio. The up to 14 MHz of paired low-band spectrum is the indoor-penetration piece Starlink Mobile was missing. Most phones already support the 800 MHz band. The deal still needs FCC approval. The portfolio changed hands twice in two months: T-Mobile sold it to Grain in August for 2.9 billion dollars cash plus Grain's 600 MHz licenses.

$T Elon loves his big over the top promises and proclamations and predictions of future dominance of this and that. And sometimes these things go well.. And then sometimes cybertruck..

$T heads up: a class action filed Sept 28 alleges AT&T kept texting customers after they replied STOP, seeking $500-$1,500 per text. Lawsuit stage only, nothing to claim. Open Class Actions.