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@mikeddano Mike DanoMike Dano posts on X about $sbac, linkedin, ai, inference the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% social networks XXXX% technology brands XXXX%
Social topic influence $sbac #4, linkedin #238, ai 8.33%, inference 8.33%, $tmus #298, core 4.17%, if you 4.17%, spacex 4.17%, $amt 4.17%, folks XXXX%
Top accounts mentioned or mentioned by @freespeech1017 @thetmoreport @lightreading @srinigopalan @thebauminator @diamariesbeat @iridiumsat @lionnetpierre @defiantclient2 @megaconstellati @rendtheveil @dan_tmt @depaolasal
Top assets mentioned SBA Communications Corporation (SBAC) T-Mobile (TMUS) American Tower Corp (AMT) Ciena Corporation (CIEN) Cogent Communications Holdings, Inc. (CCOI)
Top posts by engagements in the last XX hours
""AT&T has had 36-month installments for phones since 2022 and Verizon since early 2023. T-Mobile on the other hand has resisted moving to 36-month installments until now." via @thetmoreport $TMUS"
X Link 2025-12-02T15:41Z 13.8K followers, 1037 engagements
"Verizon as the discount provider That's one of the thoughts following Verizon's new pricing changes. Details:"
X Link 2025-12-09T16:42Z 13.8K followers, XXX engagements
""Telstra Satellite Messaging will be available for order from XX December 2025.""
X Link 2025-12-15T17:26Z 13.8K followers, 1690 engagements
"Looks like Verizon networking team got an overall based on some new LinkedIn posts from Lynn Cox and Srinivasa (Srini) Kalapala and Adam Koeppe. Looks like Adam is in charge of the core Srini is in charge of wireless and Lynn is in charge of fiber"
X Link 2025-12-15T17:26Z 13.8K followers, 1041 engagements
""if you look at SpaceX or Starlink spent $XX billion buying spectrum.So I think having some sort of probably hybrid network with cell towers probably makes sense." $SBAC"
X Link 2025-12-03T15:02Z 13.8K followers, XXX engagements
""CapEx as a percentage of revenue this year is probably 14.5%. It's the lowest it has ever been for the big operators. 6G will come.And the wireless operators are going to have to roll out a new technology" $SBAC"
X Link 2025-12-03T16:04Z 13.8K followers, XXX engagements
""I think T-Mobile is probably at XX% deployed on the XXX they haven't deployed on the C-band yet. Verizon is probably at the XX% mark and AT&T at around 50%." $SBAC"
X Link 2025-12-10T16:02Z 13.8K followers, XXX engagements
""And I'm starting to get really excited about some of the more bandwidth-intensive use cases on AI. Working with a group of folks when we were using one of the new video editing software Canva the other day. And it is such a bandwidth with hog." $AMT"
X Link 2025-12-10T17:23Z 13.8K followers, XXX engagements
""Many third parties are estimating capital spending of more than $X trillion through the end of the decade in all AI-related infrastructure. And this is obviously necessitating the need for both training and inference workloads at massive scale." $CIEN"
X Link 2025-12-12T16:07Z 13.8K followers, XXX engagements
""We have recently confirmed via our channel checks that NXP Semiconductors is exiting the RF power transistor market and shutting down its 150mm GaN/SiC wafer fab in Chandler AZ sometime in 2026." via Earl Lum"
X Link 2025-12-08T14:24Z 13.8K followers, XXX engagements
"A decade of global telecom history summed in XX words:"
X Link 2025-12-12T18:12Z 13.8K followers, 1277 engagements
""We're seeing AI inference locations be established in peripheral locations around the Internet closer to end users with lower latency. . I think as general AI becomes more pervasive it will become embedded in every application that we use." $CCOI"
X Link 2025-12-09T15:01Z 13.8K followers, XXX engagements
""It is not yet clear what if anything they mean for Verizon CTO Yago Tenorio and Joseph Russo who has been Verizon's President of Global Networks and Technology since March 2023. Neither posted to LinkedIn about the changes." via @DiaMariesbeat"
X Link 2025-12-16T14:58Z 13.8K followers, XXX engagements