VZ Verizon Communications Inc.

$VZ $T $TMUS  these continued SpaceX leaks about buying spectrum, negotiating, towers, etc. is all hype trying to keep their IPO above 150. The operational reality is that to compete for mainstream smartphone subscribers, SpaceX has to build a terrestrial ground network—meaning they aren't replacing the legacy carriers from space; they are simply joining them on the ground as one more capital-intensive player. This makes no sense.

$VZ Fun fact, Verizon makes more in net revenue quarterly and yearly than $TSLA , $SPCX combined! It's time for a reality check on these overpriced stocks.

$VZ $T This is what will happen to $SPCX "A wireless carrier like Verizon or AT&T can come knock on the door of a major cable company's subscribers and say, 'I'll offer you the same or better speed at the same price,'" said Emile El Nems, senior vice president at Moody's. As an operator, "if you're dependent on future cash flows to pay down your debt and your free cash flow is shrinking, that puts increasing pressure on your ability to manage that debt." Time is not on your side Musky, make a deal or perish!

Verizon CEO Says SpaceX Needs 4–6 Years And Hundreds Of Billions To Rival It; Musk Says It Will Take Less Time $VZ $SPCX https://stocktwits.com/news/equity/markets/verizon-ceo-says-space-x-needs-4-6-years-and-hundreds-of-billions-to-rival-it-musk-says-it-will-take-less-time/cZU3BACRBz5

$VZ $T $TMUS Elon would love nothing more than to control what these 3 companies already have achieved! Pretty amazing really. He knows a good business. I'll keep buying cheap shares. Thanks to Musk.

$VZ $T $TMUS I guess these turds will drop at every rumor of news from $SPCX at this point. It's ridiculous because the AI bubble will burst and SpaceX will be bankrupt long before they can deploy to 80K cell sites. They may as well start deployment of Fiber to the home at this rate because most people bundle.

Verizon just signed a $2B+ fiber deal with AWS to connect AI data centers, and says it is in talks with other hyperscalers and neoclouds. Telecom is no longer just selling phones. It is selling the arteries of the AI buildout. $VZ $AMZN

$VZ $T $TMUS Strong results by T-mobile, solidifies growth across the telecom sector, all should fly tomorrow!

$VZ $T $TMUS they want cheap shares of quality companies with steady revenue before the AI bubble pops and brings down $SPCX and all the other braindead valuation companies. Just hold on and be patient. This is like the oil bulls at start of Iran war. Eventually after every game is tried you get proved right but they make you suffer first.

$VZ OCT30 45C · still actionable Zone: $43.00 to $43.60 Invalidation: close under $42.70 Objectives: $45.50, then $47.00 The math: up 5.1% to the first objective and 8.5% to the second, against 1.4% risk on the invalidation, better than 6 to 1 to the second. Here is the picture, friend. This morning a rumor that SpaceX might build its own wireless network shoved Verizon down about four percent before the bell, and the whole phone trade got thrown out together. This is a swing into Monday's earnings, because panic like that right before the print is the oldest discount in the book: Verizon has beaten earnings expectations four quarters in a row, and it pays you a six percent dividend while you wait for the facts. Isn't the fear always loudest right before the report lands? P.S. Morningstar's fair value on Verizon is 54 dollars, roughly a quarter above where this morning's panic put it.

$VZ $T $TMUS 'Big Short' Investor Steve Eisman Says AT&T, Verizon and T-Mobile Are 'Uninvestable' as Elon Musk Targets US Wireless Market

$VZ Every year you hold puts you up $2.83 in dividends alone. And that $2.83 has increased for TWENTY consecutive years and counting. And the dividend payout ratio is currently less than 55%. You’re getting deep value here. $SPCX might be a formidable competitor some years down the line but its market cap leaves no meat on the bone for new investors. It could be vaguely compelling for a VERY long term investment at $50/share although the big boys will probably never let it go below $100.

$VZ exactly!! Phones are now obsolete! We no longer need Verizon or phones or internet! We are officially going back to the stone age! So throw away all phones and sell all telecoms..! LOL yeah right..

$VZ It's all so predictable. The market gets obsessed with the latest shiny new thing - Crypto! SPACS! Now it's AI! Then when it all goes boom, people stampede towards dollars, treasuries, and dividend-paying blue-chips. I just save myself all the drama and sit here collecting my dividends.

$VZ $SPCX Why isn’t Elon’s overt throttling of Starlink/Starshield bandwidth of Ukraine services being litigated? His rationale is obviously to stop Russian refineries from being destroyed, which has direct impact on interest rate rise. Given his lofty ambitions in a multitude of areas requiring debt financing, the rate spike of last couple of months is costing him dearly. Perhaps the expected midterm results will ultimately result in his prosecution?

$VZ look at the logistical, financial, and regulatory hurdles reveals a timeline that favors the incumbent telecom giants. The gap between market sentiment and technical reality boils down to the following constraints: 🕒 The Starlink Mobile Realistic Timeline Wall Street initially reacted as though Starlink Mobile would become a ubiquitous terrestrial carrier overnight. However, telecom experts point out that the realistic timeline stretches out much further: • Regulatory Clearance: The Grain Management deal still requires FCC approval, with expectations for it to officially close in the first half of 2027. • Service Turn-On: SpaceX tentatively targets late 2027 to early 2028 for its first iteration of hybrid terrestrial-satellite voice and data services. • Full Deployment: Citi and industry analysts estimate that deploying enough infrastructure to capture even a minor slice (roughly 13% to 20%) of the U.S. wireless market will actually take SpaceX until 2030 to 2032.

$VZ Verizon has been one of my best investments in months (TMUS is another) since Elon “targeted” it with his load of SpaceHoax nonsense about entering the wireless business. Optioned 6000 shares for early next year. My only regret is not having bought more. ALWAYS bet against Elon.

$VZ wait till we hear that $NVDA is going to be leasing space from the old CO’s that Verizon has space in because of the transition from copper to Fiber. That’s my guess. Verizon is one of the largest land owners in the USA. I’m buying here

$VZ opened a Mar27 $40 / Nov06 $45 Put diagonal @ $0.50. Writing weekly ATM Puts against the $40 insurance Put long. This is the same play I've been doing with $AAPL for over a year. Just opened the same play with JPM as well.

$VZ Musk trapped.. No new spaceX phone co! LOL Buying boost mobile?? Nope need AT&T and TMOBILE approval. 80,000 mobile phone antenna leasing.. Nope costs too much! He is stuck. And we go up..