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Stephanie Link, managing director / portfolio manager at Hightower Advisors, highlights that SpaceX has secured access to the 800 MHz spectrum, advancing Starlink Mobile's ambitions to enter the carrier market.
According to Link, this move positions Starlink Mobile as a significant new player while established telecom incumbents have yet to respond. The companies mentioned include SpaceX, Strategy, and major U.S. telecom operators T-Mobile, AT&T, and Verizon.
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Link has previously tracked investment trends among major tech companies. She noted ongoing strong data center investment from Microsoft and other firms in a recent report. Link also highlighted significant revenue and EPS growth across all end markets for Micron Technology in another update.