Nov. 4 at 5:09 PM
$BAND at
$15 = ~
$30M EV wiped overnight. Sub 7 EV/EBITDA.
Meanwhile the cost to replicate BAND’s owner-operated voice network is
$0.5–
$1.5B+ and 3–7 YEARS of regulatory + interconnect buildout.
If AI call centers scale like expected, someone has to own the rails.
And there is only one cloud-native, AI-agnostic voice backbone in the U.S.:
$BAND.
This is the cheapest strategic asset in communications.
2–3x EV is not bullish — it’s rational.
I’ll wait. 🕰️
