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@WaltLightShed "And here's the key para on page X of the $AUR investor letter. They will drop the observer in the driver seat by upfitting an International LT series truck. Sorry $PCAR Autonomy doesn't wait"
X Link @WaltLightShed 2025-10-28T20:32Z 13K followers, 2379 engagements

"Vectors are now pillars at $VZ"
X Link @WaltLightShed 2025-10-29T12:56Z 13K followers, XXX engagements

"The "bold" plan that $VZ is planning to grow subs rev and EPS without price increase won't be ready until January"
X Link @WaltLightShed 2025-10-29T13:13Z 13K followers, XXX engagements

"Verizons New Plan. Stop Pricing Up. Stop Promos. Grow Anyway $VZ $TMUS $T"
X Link @WaltLightShed 2025-10-29T15:49Z 13K followers, 1441 engagements

""Fixed wireless represents a durable competitor" - Comcast "Cell phone internet will fade" - Charter"
X Link @WaltLightShed 2025-10-30T12:35Z 13K followers, 3237 engagements

"And if they wanted to evolve this relationship could they jump the Traton line on PlusAi which had their own $NVDA announcement today $CCIX $AUR"
X Link @WaltLightShed 2025-10-28T20:48Z 13K followers, XXX engagements

"Charter has been talking about churn improving for a decade and yet somehow the subscriber base continues to contract"
X Link @WaltLightShed 2025-10-31T12:39Z 13K followers, 1791 engagements

"Not surprising that $CART gets featured on @OpenAI Agentic mode. Here's @fidjissimo post on Atlas "
X Link @WaltLightShed 2025-10-21T17:19Z 13K followers, XXX engagements

"The Schulman Effect. $T $VZ $TMUS"
X Link @WaltLightShed 2025-10-22T14:57Z 13K followers, 2819 engagements

"Comcast says it won't take a broadband rate hike in 2026. This follows $VZ new CEO saying they wont be hiking rates"
X Link @WaltLightShed 2025-10-30T13:04Z 13K followers, 1001 engagements

"$AAPL guide implies EPS of $XXXX - $XXXX vs consensus of $XXXX. Replacement cycle bottomed"
X Link @WaltLightShed 2025-10-30T21:32Z 13K followers, XXX engagements

"@RogerEntner @Verizon @comcast One would think reverting to revenue decline would create some self awareness but nah. #cellphoneinternet"
X Link @WaltLightShed 2025-10-31T13:15Z 13K followers, XXX engagements

"This is on Verizon's website"
X Link @WaltLightShed 2015-04-10T22:49Z 13K followers, XX engagements

"Could T-Mobile make this upgrade-proof offer if the iPhone's trade-in value degraded like most Androids http://t.co/HGGbc2abDP $AAPL"
X Link @WaltLightShed 2015-07-28T14:56Z 13K followers, XX engagements

"I will post the second test as soon as he can send it. He's currently stuck on 1x"
X Link @WaltLightShed 2016-11-04T22:00Z 13K followers, XX engagements

"If you allow Comcast to light up a second SSID on you home WiFi router for public use do they waive the $10/month rental cc: @RichBTIG"
X Link @WaltLightShed 2017-04-06T16:27Z 13K followers, XX engagements