AT&T -9.8% and T-Mobile -13% after SpaceX $8B nationwide spectrum buy is market missing point - Starlink still needs…
AT&T -9.8% and T-Mobile -13% after SpaceX $8B nationwide spectrum buy is market missing point - Starlink still needs ground game and $40B debt for Nvidia chips. US telco fear is overdone. At home, banks bouncing after last week’s STI -5% selloff is real - NIM holds at 5%+ yields, 6% div yield is floor.
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