Reddit Posts
SpaceX snaps up the 800 MHz spectrum T-Mobile dumped for $2.9 billion — and T-Mobile, Verizon, AT&T stocks are sliding
VZ, T and TMUS getting crushed on SpaceX news. Is the market overreacting?
Pre-Market Gainers and Losers for Today (October 9, 2026) 📈 📉
Congratulation Americans. U r about to get full coverage soon. $SPCX $TMUS $T $VZ
Defense Contracts & FCF - Looking at L3Harris Corporation (LHX) and Honeywell (HON)
Verizon earnings… feels like EPS is the least important part this time
Market Preview: Week of April 27 – May 1, 2026
Would You Hold Verizon for the Next Decade or Bet on AI Giants Like Nvidia and Intel Instead?
Pentagon Is Moving Additional Marines, Warships to the Middle East
Undervalued or Fully Priced? Is $VZ Still a Value Play
Why is Verizon rallying while the market is falling? +20% in February while S&P 500 lost 0.9% and Nasdaq dropped 3.4%
I sold VZ, KO, MO, UPS, SBUX, WMT, MRK last 3 months FML
What goes up, must come down $VZ
Short dated puts on Verizon, they just screwed up 130,000+ phones, last time this happened triggered an FCC investigation.
You guys that crap on good advice and then delete suck
$VZ announces Definitive Commercial Agreement with AST SpaceMobile
AST SpaceMobile rises 7% after signing commercial deal with Verizon to provide space-based smartphone connectivity in US
Tax loss harvesting and avoiding wash sale clarification
VZ: Paying $0.69 per quarter in dividends for the next year
My 3 Undervalued Companies Finds Of The Week - September 4, 2025
Last post on WSB: sold everything dumped in SGOV
$SURG is attending the All Wireless and Prepaid Expo, the premier event for prepaid wireless and value-added services which will be held at Caesars Palace in Las Vegas from August 19 to 20. SurgePays, a gold sponsor, will exhibit in booth 720 and feature two of its key service offerings.
LinkUp Mobile - A lot of people settle for the $SURG $30 per month offering but clients love our $10 & $20 plans too. The ARPU is about $35.
The AT&T Partnership has strategic advantages Access to AT&T knowledge base Positions $SURG appropriately within the market 3 year contract
LinkUp Mobile - A lot of people settle for the $SURG $30 per month offering but clients love our $10 & $20 plans too. The ARPU is about $35.
LinkUp Mobile allows $SURG to get to the target audience in the convenient store space. We get right into the audience we want to reach the most.
Verizon Beats Estimates, Microsoft in Security Crisis, Equinix Gets Aggressive Buy as Tech Earnings Week Begins
MSFT is blacked out, ALK is grounded, but VZ wins hemp, Elliott has his eye on EQIX again, who's the real dark horse? Who is the real dark h
Have a nice weekend, make a profit of 3K, share the market I plan for next week
Verizon, AT&T, and T-Mobile prepare to raise prices on consumers because of Trump's trade war
here's the bear market cheat sheet for 2025
PART 2 Been practicing option trading for a year
Made first purchase today. 11 shares of VZ
8.5K Win on Thanksgiving Eve, AKA Tendie Time
Will TMUS VZ or T buyout LUMN or will private money?
Another insider at LUMN bought up more shares I wonder why?
Will $TMUS buy Lumen Technologies to compete with $VZ and $T?
Most Important Stock Market Earnings from Today - (10/24/2023)
BlueFire Equipment Corp (BLFR) Acquires Screaming Eagle Partners, LLC, a Cashflow Positive Family-Owned Oil & Gas Company in Texas
Here are my current investments - Yesterday and Today I bought these stocks
Is having a money manager/"Private CFO" worth it?
Mentions
Communication stocks pushing again today. T and VZ in play.
Earnings Lineup: Apple puts Msft puts Cognizant calls VZ calls Amazon calls
I got 200 VZ and 100 t-mobile and 1k BULL on the drops last week. Not sure about long term but free swing trades for sure.
VZ was doing good until all my gains died haha
Communication stocks are flying all morning and holding strong. In particular, T and VZ are popping. Looking for small micro caps in that sector for plays this.
Well you don’t need the US govt to mandate it so much as companies internally have to follow data regulations and internal guidelines. Look, as I pointed out. yahoo didn’t win the internet battle and it still 55x’d at the peak and 25X where it was taken out by VZ.
I’m going bullish on communications today. T shorted more than VZ but VZ has a stronger short term chart. Calls for end of week imo
I did capture $247 VZ divi and am $20 within break even with today's bounce. Everything else... Red red red
congrats too all dip buyers of T, TMUS, and VZ
VZ 45$c for earnings looking attractive rn
VZ bouncing back nicely. Still bought too early though lol
Here is a good explanation [https://youtu.be/t6mHd4FoGfc?si=T8a2XjvWOCFDLeYi](https://youtu.be/t6mHd4FoGfc?si=T8a2XjvWOCFDLeYi) I have a pretty good position in SpaceX as well as VZ, VZ dumped but SpaceX barely moved.
Space X does not have viable D2D services. Even with the new spectrum which is limited, they have to upgrade their current satellites to be able to use low band spectrum. That development will take a couple years as Elon never designed his sats for this application. Starlink is inferior to their competitor ASTS whom will be providing satellite service to VZ,T, and TMUs thru a joint venture. There is a lot of DD out there if you are interested. Just look up ASTS space mobile
She full ported VZ for the dividends KEKWW
Right now it's VZ tomorrow that money will go into General Mills. You don't have to hold them you can just own them on the div date
Also, General Mills dividends are monday I think, similar ratio as VZ
It may have been the Starlink news as the final bit but I believe it is mostly the rise of interest rates and the lack of clarity that rates will go down any time soon. I only hold VZ for the dividend, I am T Mobile customer, I don't pay that much so not changing, but I know people that are paying lots. Probably another price war coming as they focus on market share.
I was doing some modeling in Gemini. If the big 3, (T, VZ, TMUS) lose 30% of their wireless subscribers they make no profit, dividends are cut, and that is assuming no price war breaks out. People generally sign up for whatever phone service they have as an ISP to their house, so the Immediate battle is going to be with Comcast and Charter who still have 60 million subscribers, but who lose about a million of those a year. The StarLink CEO said something about broadcasting a signal from Teslas as small towers. The cyber cab has a StarLink built into it, but if it goes into a parking garage it loses all connectivity, and I think that low band spectrum he bought is to keep his Internet of things connected in those places without network congestion. That spectrum is a powerful bargaining piece if he wants to Starlink to be an MVNO. He is going to have to buy a lot more spectrum if he wants to do the phone thing. It's out there - Just expensive. If any of the big 3 suddenly got 30% more users from a starlink MVNO deal it would overwhelm them with congestion. The Joint Venture they formed IMO is to collectively sell StarLink their service as a MVNO.
I think they sold off for other reasons, but Starlink news is just an excuse; I own VZ for many years and it had done nothing. I did own ATT but lost money. Regardless of what Elon does or may do , I probably would not put more money in any Telecom right now, I am keeping my VZ.
Yes. It’s an over reaction. Picked up some VZ shares.
Yeah I really like VZ's dividends
It's all vibe trading. For some reason a lot of people are convinced it's going to do in T or VZ, their stock prices crash 10 or 15% every time SpaceX anccounces something like this. I'll believe when T or VZ cut their dividends. Meanwhile SpaceX doesn't have nearly as much spectrum as they need to take over, although the crooked FCC is trying hard to steal spectrum from other carriers and give it to them, SpaceX's corporate governance is only a couple steps above being a criminal enterprise, and Musk is evil. It's all uphill - but then so was their launch business.
Dont all these data centers need connectivity from providers like VZ, T, etc?
The narrative for ASTS now is simple. There’s 2 things people aren’t realizing. 1. SpaceX will not be able to execute or set up the infrastructure 2. There are a lot of people that hate Elon and will never use the service. This gives VZ and T-mobile the opportunity to compete by partnering with ASTS. I hate the stock but I bought at 49 yesterday. It’s a very asymmetric trade hinging on Elon sucking at actually delivering which has always been the case.
asta VZ T are underwater for now. I think ASTA can go bankrupt or acquired by spcx
The model doesn't involve the massive tower structures seen today. The capital investment is huge and largely unnecessary. The model will involve transmitters more than towers, using existing structures, rooftops, power poles, to distribute low frequency signals to penetrate buildings. This is for high population density areas. Rural areas, which were famously high cost and low return, will rely almost completely on satellite. If Musk needed, or wanted, the existing infrastructure, he would have pursued the purchase of a company like VZ. He doesn't need it. The technology exists to accomplish the same thing without the enormous expense. Towers will continue to exist but not hold the same importance as they do today. The existing companies VZ, TMUS, AT&T aren't in any immediate danger, and the selloff was far overdone in my opinion. They still hold real value and will continue to for several years. As always, it is the redundant ancillary structures that get replaced and refined with technological advances. I wouldn't touch the tower companies. That's my analysis. The carriers are at great values after the panic.
see VZ closed at $41.65. are you assigned the shares?
u/Valkyrie_Skuld VZ limit buy order triggered at $43.48. It promptly fell for the day to $40.82 and ended the day at around $41.83. It hurt, but it’s a long-term holding, so I’m going to be patient and hold for at least a year.
"VZ, T and TMUS getting crushed on SpaceX news" You sure that what you're seeing is based on SPCX news? I was happy to add additional VZ shares today (been invested for at least a decade). GLTA
VZ overreaction. Our calls will print.
VZ is such an easy long here
Did the same! VZ @ $42 for 1.50 premium, if it’s below 40.5 will be happily called out. Elon is always 3-5 years away from actually doing what he announces.
Yeah, I got smoked. I was thinking VZ was going to turn around from its recent lows and this happened. So much for a "safer" play. This seems an extreme overreaction - this will take years to materialize if it does even work out. I sure hope you're right on AKAM - this recent pricing was juicy. I could use a win.
So he didn’t buy equity shares of SpaceX? Just bonds issued by the company? I’m sorry, but I feel like I’m missing something here. The outrage in here is over what exactly? If he had bought shares of the stock I would understand, but these were bonds. SpaceX bonds ain’t moving up on this news. And even if he did buy stock, shares of SPCX are flat today on the news. Up a whopping 0.84%. Would be far more concerning if he had shorted/bought puts against VZ/TMUS prior to this news
At 6% dividend, VZ ain’t that bad of a bag hold
VZ and T being roped in with the likes of ASTS is comedy. Was the easiest dip buy of my life. Will sell T at 25 again and VZ at 46 again
I half-ported VZ cash secured puts on that mega dump. Ez money
I'm going to have to full-port VZ if it goes much lower
Funniest part about the SPCX spectrum news are all the people who bought VZ yesterday to hit today's ex div day lmfao
wheres the rebound so i can retire off my VZ 45C 0dte's i bought at open?
That VZ dividend is nuts. I bought more today.
Overblown Starlink news. Buying VZ and more LUMN. Starlink needs fiber for internet and XAI, my Sat phone is great for remote but slow.
Agree it'll never match tower capacity in cities, but "can't provide any usable capacity" seems like a stretch. Starlink D2C and AST are already doing texts and calls on low-band!! Isn't the real bear case for AT&T/VZ losing rural subs
My thesis changed off the constant delays in beta testing and launches not news like this. ASTS was supposed to be years ahead of the competition. The only positive from this news is that maybe TMUS/VZ/T team up to partner with ASTS. But if they keep delaying the execution other companies can catch up.
Used to own some VZ stock but sold it a while back on this type of concern. Not surprised at all to see SpaceX doing this. Bottom line this is huge news.
Yeah if T and VZ drop more today, I'm loading the boat. Pretty inflation-proof and recession-proof div yielding monsters
I used to work for AT&T. There is no need to read anything at all after the annoncment that SPCX has won lower frequency bandwidth. What you need to know is this: lower frequencies do far better penetrating concrete structures than higher frequencies. SPCX has won. The stocks of AT&T and VZ have already started falling. You will have both satellite and low frequency and you will experience voice/data coverage the way it was meant to be experienced.
Meh. Nothing new for VZ Sincerely, bag holder
35 by EOY? Not happening. AST CEO is a lying dirtbag. He promised 45-60 satellites in orbit by EOY but when BO blew up he reduced it to 45 but in reality they’ll likely do less than 20. IF, BO comes back or SpaceX allows them access to Starship which can launch 20 AST satellites at a time, they have a good chance of having 60 satellites by end of first quarter 2027. But, and it’s a big but, AST has to hustle and show they can build more than 1 satellite per month. If they succeed, AST and StarLink will be a duopoly which will work for everyone including the VZ, T and TMUS providers.
Damn, I'm up like 10% on my VZ (bought it after it was removed from the Dow) and it has a sweet dividend. I thought that was one of my better long-term moves this year, but maybe not.
I can't help but compare this to Amazon's attempt at getting into the handset/OS business, which as we all know was a massive whiff. I'm biased because I own VZ stock, but as with the Amazon example, I think Starlink underestimates the massive infrastructure/capex spending head start, and brand loyalty that VZ, T and TMUS have developed. I know it's not the same comparison, but Starlink only has ~ 2million ISP subscribers in the US - not exactly a huge market share (maybe 1.5%?). To try and break into the urban mobile market, they will have to add a ton of infrastructure. Will be interesting to see how this develops
Yeah, my boomer dividend portfolio was up 1.5% today as everyone rotated out of ai or whatever. Now my VZ is fuuuuuuu.
Bought shares in T and VZ when the news cycle was running a hate train regarding leaded cables. I'm still up plenty. Won't be going anywhere.
If they’re buying yield again might buy some VZ shares in the am and hold until Monday, ex div tmrw
just look at VZ the past 5 years. it's been a dog. it's only good for it's dividend.
VZ crawling back slowly
my January VZ calls just got shat on hard, thanks Elon
Bought a bunch of VZ almost two years ago at $38, sold in the $51s, bought in again in $41s, sold again in the $50s… give it a little more time and it’ll be a buy again around $40
I am personally, the market is overreacting to the SpaceX dip, VZ's locked in business wont be affected basically at all. Starlink costs more and is less reliable than the fiber thats already in place for high density areas.
I'm opening regarded forward unsolicited guidance on $T/$VZ. Stay tuned comrades. Kudos 🇬🇭🇺🇸🇬🇧🤡🫡. DTE 60 days eod. Ai written by Meta.Ai and studied by Gemini. Audited by Copilot. Shopped by Claude. Regarded by grok.
Tbf if SPCX adds mobile to their unlimited home package we are dropping VZ for home and mobile. Fuck VZ
It might be. I listened to a guy a few months back talking about this and why it would be so difficult for a new company to get into consumer wireless, he made it sound impossible. No idea what he even said, but was convincing. Probably inverse him, VZ fuk
VZ fell 6.5% in two months. It just fell another ~7% in AH
Might be a VZ opportunity. Ex divided tomorrow and can still be bought for a little while tonight. Capture divided and tomorrow bounce.
What crypto shillcoin best matches $VZ? $RE?
The best part about this $VZ #5hiLL5HoW is that I have to call them tomorrow cause my bill is higher than my verified.
RIP ASTS (but also T, VZ, and TMUS and every single telco around the world). Starlink will be unbeatable offering home, business, car, IoT, broadband internet, WiFi, D2D, + Grok AI all in a single package, that you can use around the world through Echostar's spectrum without roaming or worrying about extras. Holy shit, maybe these fuckers at Goldman and Morgan knew the plans all along... https://www.prnewswire.com/news-releases/grain-management-announces-definitive-agreement-to-sell-nationwide-800-mhz-spectrum-portfolio-to-spacex-302902974.html
Starlink Bought the general carrier frequencies (they did last night) and released the material news 24 minutes ago to anyone asking why Verizon (VZ) / AT&T (T) went down
why did VZ and T just shit the bed in the after-hours? Any news?
Lol you know, I had a feeling it was something SpaceX related. Its gonna be nonsense so might be a good chance to buy VZ. Appreciate it.
Anyone have a clue why VZ is down 5% after hours? Not a ton but kind of unusual on no news.
Apparently VZ inverses SPCX. Good to know.
High inflation and high gas prices too boring, let’s go to space $SPCX $VZ, $TMUS, $T giving internet, but $SPCX cash burning hype to take 8 Billion population to space, earth is not enough
VZ, TMUS, T giving internet, but SPCX cash burning hype to take 8 Billion population to space, earth is not enough
IBM and VZ are my favorite divis even T isn't bad
Comsumer facing stocks are getting crushed. People are broke. I wouldn't go near any of it. Buy store brands. Invest the savings. Also wouldn't go near Netflix. You can one prompt AI to set you up with free steaming services. (Stremio) Netflix is dead in the water. The entire economy is about to change with intelligence so easily reachable. I'm buying stuff like T and VZ. Fiber is still the top way to access the network and AI.
BTI MO IMBBY VICI T (att) VZ etc etc etc
Yeah I saw the full port VZ comment the other day Just checked it's 3.9 percent of SCHD. I think it's all the financials tanking
Getting a care package this week, probably dropping 20% each on GDX/MU/BNO/VZ/VIX. Any you'd take out/put in?
That’s just not true. They’re basically interchangeable, as this states. https://media.marketnews.com/MNI\_2026\_01\_VZ\_v\_CAN\_Battle\_of\_the\_Heavy\_Weights\_cd02159b5b.pdf
Multiple years of losses. That’s when I sell. That’s how I said goodbye to SJM and VZ (and VZ dividends were really good). But anything that does well after two years, and by that I mean they’re not priced lower than my cost basis, I tend to keep. Tax loss harvesting is there for a reason. But when harvesting losses, I also take the opportunity to trim any positions that I want to profit from (individual stock, I keep my index funds as is).
Yes. But I have a person who delves into the 10K/Q documents and researches dividend history as well as balance sheets. An old Goldman Sachs dude who burned out and now just day trades (well, it’s not that simple but let’s just assume that for the sake of this comment). I’m a long-term investor and the individual stocks he recommended have really done quite well. But there were some misses, too (VZ, SJM). I have long term positions in stuff like GS, MMM, C, SPG… stuff that did really bad early on and it took a solid two, three years to gain traction. Re-invested dividends and came out the other side. I’ve since simplified to just index funds. I cash out the dividends and aggressively buy the SP500 index now.
Me I've been buying a diverse portfolio of dividend stocks along with tech, financials, retail, material, etc.. The way I look at it is if everything goes under I can still collect the dividends which secures me an income even if it is less than I had been getting it's still an income. Some like VZ are aristocrats, others like ET are fairly high yield and stable due to being toll collectors, and still others are banks. I have a couple of Reits but looking to quit them and move to another asset class of dividend payer. I don't keep much cash as every time I accumulate some I say to myself it's just sitting there not really earning anything so I invest it which has gotten me into trouble in the past when I get caught with the shorts but to me that's part of trading as long as I finish ahead I'm happy.
I had an IRA that some funds never transferred over about 25 years ago. VZ stock worth 400.00 is now a whopping $700.00 🤣 Now if it was: **NVIDIA:** about **$371,000** today **Amazon:** about **$274,000** today Crud. lol.
Your right 10% is high and you’d be taking on more risks than this woman could handle. But there are a fair amount of safe 6-7% yielders right now that she would probably be comfortable with ( VZ, PFE, UPS) and you could still get some upside from them . Obviously it would be MUCH better if she’d just go full SPY or other market ETFs, but you can take some baby steps in the meantime. Invest 10 grand each in a few, when she sees they don’t bite it’ll get easier to go further
Not going to guess at the decision, but there is one thing in the options data from today's close that is relevant to this thread and I have not seen anyone mention it. The two biggest telecoms both show a large build in put open interest on the same session: * **T** — put OI 29,297 against a 30-day baseline of 14,077. That is 2.08x its own normal, z = 6.0. * **VZ** — put OI 29,681 against a 14,286 baseline. Also 2.08x, and its put/call ratio on open interest is 1.50 against a 0.56 baseline (2.68x, z = 5.8). Two different names, same sector, same multiple, same session. That is the part worth noticing - a single name doubling its put OI happens constantly and means nothing on its own. Why it belongs in a rate thread: T and VZ are the closest thing the S&P has to bond proxies. Low growth, high payout, held largely for yield. They are the equities that reprice most directly off the long end. If you wanted to express a view on rates without touching the rates market, that is where you would do it. What this does **not** tell you: it does not say which way. Put OI builds from someone buying protection, someone selling puts for income, or a dealer hedging the other side of a trade you cannot see. Open interest shows that positioning changed and in what size. It does not show intent, and anyone telling you it does is selling something. For context on the rest of the board, the largest deviation from its own baseline today was DOW at 6.1x its normal put/call on open interest (z = 9.4), which is chemicals rather than rates. Method, since it matters: each ticker is compared to its own 30-day median rather than to other tickers, and the market-wide multiple for the day is divided out so a broad risk-off session does not light up everything at once.