VZ
3 tracked calls · 0 long · 3 short · last 90d: 0L/3S
first called by All-In Podcast 1mo ago
SHORT1mo ago
“Maybe just being short Verizon is a good bet if Starlink becomes a thing. … I wouldn't want to be a legacy telco that can't serve rural areas right now.”1000x · Jonah Van Bourg
Short Verizon as Starlink eats legacy telcos that can't serve rural areas
VZSHORT@ $47.36
$47.13+0.49%
since call Jun 10
peak +9.9%
SHORTPOSITION1mo ago
“Yeah, I'm short every telecom stock right now.”ThreadGuy
Former telecom analyst is short the carriers; up triple digits on no growth, and the SpaceX IPO drains their liquidity.
VZSHORT@ $46.77
$47.13-0.76%
since call Jun 10
peak +10.0%
SHORT1mo ago
“I believe that within a few years, Starlink will power a device which will actually enable you to make a phone call anywhere in the world.”All-In Podcast
Starlink eats the $200-400B global Telco profit pool with a better, tower-free product
VZSHORT@ $44.69
$47.13-5.46%
since call Jun 4
peak +5.8%