Jun. 12 at 2:27 PM
Watching the latest updates on
$SPCX Starlink's direct-to-cell rollout and it is a massive wake-up call. Legacy telecoms like
$VZ and
$T have to be sweating right now. The idea of global coverage with zero dead zones is incredible tech. But here is the catch nobody talks about: beaming that much data from space still requires a massive expansion of terrestrial data centers and ground stations to route it all.
The "wireless" revolution is actually held together by millions of miles of copper wire. I love the space tech, but I'm trading the physical bottleneck.
$NRED.CSE remains my favorite backdoor play for this infrastructure supercycle.
#Starlink #ElonMusk #Telecom #Copper