AT&T Inc（T）の株式分析TAT&T Inc

Elon Musk's SpaceX is making moves again, and it reportedly wiped out more than $36 billion in market value across the three major U.S. telecom giants. Recently, SpaceX reached an agreement with Grain Management to acquire its 800 MHz low-band spectrum nationwide, moving into the U.S. mobile carrier business. This is similar to China Mobile and China Telecom, and Musk will now also be running a phone number business. As a result, on the last trading day, the three major carriers lost about $36 billion to $39 billion in combined market value. T-Mobile closed down 13.2%, hitting a nearly 33-month low, while AT&T and Verizon each fell about 9% to 10%. That said, objectively speaking, even if SPCX scales its telecom business to the same size as Verizon, Verizon's market cap is only around $100 billion, so the upside for SPCX's $2.2 trillion market cap is still limited. So SPCX is undoubtedly a good company, but the market has also given it a very high premium, at $2.2 trillion, which seems a bit too high. Also, a reminder that SPCX will have share unlocks in October, November, and December, so there may be some selling pressure in the market, and we should keep a close eye on it.

FCC Chair Brendan Carr says Elon Musk's SpaceX now has spectrum to challenge wireless giants — 'People are serious about…' $SPCX $T $TMUS $VZ $SPY $VTI

$T I would love to see Starlink take business from the incumbent carriers. I can’t imagine it happens on a timeline that makes these stocks a sale at these levels. But at the same time, they have underperformed the S&P on a total return basis for decades. “But the dividend, I need the income.” No, you need total return.

Is SpaceX’s Starlink About To Change The Telecom Game? Experts Weigh In $SPCX $VZ $T $TMUS