Sectors
Telecom and satellite internet
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 11
- Share
- 1.2%
- Shows
- 10
- Net sentiment
- 0.00
Up from 0.8% of episodes in the weeks before; net sentiment was −0.34.
Bullish 5Mixed 1Neutral 0Bearish 5
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 5
- Six G and ISAC are presented as a new wireless opportunity, with Cohere's architecture improving spectral efficiency and cell-edge performance.This Week: Cohere's Ray Dolan on 6G and the Future of Physical AI · The Week with Roger · Oct 19
- Open standard hardware can be far cheaper than closed telco gear, expanding wireless coverage.Carriers wouldn't talk to him, so he started with kids' smartwatches—then landed AT&T, Revolut and Klarna and now wins 90% of deals. | Hermann Frank, Co-Founder & CEO of Gigs · A Product Market Fit Show | Startup Podcast for Founders · Oct 19
- Starlink Mobile's plan for 80,000 cell sites could pressure incumbent carriers and lower consumer prices.OpenAI’s $1.25T Raise, Starlink Mobile & Zuck’s Tax Deal | EP 2354 · This Week in Startups · Oct 24
- Starlink revenue strong, but subscriber additions soft and spectrum push threatens telcos.Tesla–SpaceX Merger Talks, Netflix’s Slowdown and an End-to-End AI Marketing Platform · The Information's TITV · Oct 21
- Starlink connectivity grew 22% sequentially, though growth cooled from prior quarters.Drill Down Earnings, Ep. 481: Space Exploration Technologies Q3 earnings – ($SPCX) – A Deep Dive with Cory Johnson · The Drill Down · Oct 20
Bearish 5
- Starlink's push toward mobile service threatens T-Mobile, Verizon and AT&T.AI Narrative Switched, Debt Yields Spike | The Weekly Wrap · The Real Eisman Playbook · Oct 23
- Starlink competing with carriers threatens telecom oligopoly moats and forces higher capex.15% Debt Yields Are Breaking the AI Data Center Math · Deep Values · Oct 23
- Reports SpaceX seeks 80,000 cell sites pressured AT&T, Verizon and T-Mobile, while tower stocks rallied.11AM Hour: CrowdStrike CEO, Tech Investor Dan Niles & Moderna's Vaccine Data Leak 10/23/26 · Squawk on the Street · Oct 23
- SpaceX plans for terrestrial wireless threaten incumbent carriers, sending telecom shares lower.10AM Hour: Apple's Foldable Future, SpaceX Shakes Up Telecom, OpenAI’s New Valuation 10/23/26 · Squawk on the Street · Oct 23
- Starlink seen as a disruptive threat to traditional carriers like AT&T.Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26 · Squawk Pod · Oct 21
Around it
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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