Telecom U.S. Community
Our community narratives are driven by numbers and valuation.
Telecom U.S. Investing Ideas
ASTS: Technological Triumph Meets Financial Gravity; BlueBird 7 Launch marks the Peak, not the Pivot
Setup ASTS builds a low-Earth-orbit constellation that connects to unmodified mobile handsets using licensed carrier spectrum. BlueBird 7, the company's largest satellite to date, launched on Blue Origin's New Glenn-3 on 16 April 2026 , two days after Amazon's $11.6B acquisition of Globalstar turned a specialist niche into a hyperscaler land-grab.Read more
ASTS is a high upside/high execution risk stock.
A high-risk/high-reward potential, ASTS needs to meet all of the 2026 launch cadence/commercial activation milestones in order for me to consider the full bull-case. The Story AST Space Mobile is developing a space-based cellular broadband network which will allow phones to communicate via a network of satellites, and connect to a user's carrier.Read more
Veon's Subsidiary Kyivstar Eyes Nasdaq Listing
In one of the most exciting upcoming deals of the year, Kyivstar, Ukraine’s largest telecom and digital operator, is set to go public in Q3 2025 with a listing on Nasdaq. This would make Kyivstar the first Ukrainian company to be listed on a major stock exchange in the U.S. The listing would value the company at approximately $2.0 billion in enterprise value (with a trailing 12-month, or TTM, EV/EBITDA multiple of ~3.7x), offering global investors a rare opportunity to invest early in a frontier asset with market leadership and strong fundamentals in its core telecom business, and a growing portfolio of fast-growing digital-first companies.Read more
GCI Liberty Predicts Major Gains with a Bold Malone Strategy
Investment Thesis: GCI Liberty (GLIBA/K) - A Classic "Malone Play" with Short-Term Catalysts GCI Liberty (GLIBA/K) is not a typical growth REIT or telecom company. It is an "asset play" structured by one of history's most successful capital strategists, John Malone.Read more
VEON Unlocks Value with Kyivstar Spin-Off
The upcoming Kyivstar listing is far more than a financial transaction. By carving out Ukraine’s leading mobile and digital player and floating it on Nasdaq through a reputable partner like Cohen Circle Acquisition Corp.Read more
Cost Cutting, Debt Reduction Efforts and New Partnerships Might Improve Investor Sentiment
Key Takeaways The end of ACP will lead to a short-term revenue decline. Predictive AI is providing more valuable customer service experiences.Read more
Stabilization And Incremental Progress Will Unlock Value
Key Takeaways AT&T is emerging from an unstable phase with questionable performance and a large debt burden. Sentiment will pick up as the company demonstrates fundamental improvements and recapitalizes its structure.Read more
IRDM: Leveraging Satelles Synergies with Opportunistic Buybacks for Long-Term Growth
Investment Thesis : Iridium Communications (IRDM) represents a compelling long-term investment opportunity driven by its strategic positioning in the satellite communications industry and its recent acquisition of Satelles. This acquisition enables Iridium to leverage its existing infrastructure to capitalize on the growing demand for secure positioning, navigation, and timing systems (PNTS) as alternatives to aging GPS technology.Read more
Taking Flight from the Mothership Apple
GlobalStar or known in the stock market as "GSAT" has been on a flight with their new partnership from the mothership Apple. Apple has announced they will be supporting "GSAT" with over 15 billion American Dollars.Read more
