[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @dan_tmt Dan Dan posts on X about $sats, sats, $chtr, $vz the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1258377124353847296/interactions)  - X Week XXXXXX +16% - X Month XXXXXX -XX% - X Months XXXXXXX +122% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1258377124353847296/posts_active)  - X Week XX +74% - X Month XXX -XX% - X Months XXX +85% - X Year XXX -XX% ### Followers: XXXXX [#](/creator/twitter::1258377124353847296/followers)  - X Week XXXXX +2.40% - X Month XXXXX +5.30% - X Months XXXXX +37% - X Year XXXXX +63% ### CreatorRank: XXXXXXX [#](/creator/twitter::1258377124353847296/influencer_rank)  ### Social Influence [#](/creator/twitter::1258377124353847296/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$sats](/topic/$sats) #23, [sats](/topic/sats) #28, [$chtr](/topic/$chtr) 4.88%, [$vz](/topic/$vz) 4.88%, [$cmcsa](/topic/$cmcsa) 4.07%, [$tmus](/topic/$tmus) 4.07%, [doj](/topic/doj) 3.25%, [vz](/topic/vz) 2.44%, [xfinity](/topic/xfinity) 1.63%, [spectrum](/topic/spectrum) XXXX% **Top accounts mentioned or mentioned by** [@lifelags](/creator/undefined) [@yummycenturyegg](/creator/undefined) [@orengueta13](/creator/undefined) [@jaden88743797](/creator/undefined) [@billytwoteles](/creator/undefined) [@investinguab](/creator/undefined) [@johnhempton](/creator/undefined) [@sneedtech](/creator/undefined) [@peter_adderton](/creator/undefined) [@smantel](/creator/undefined) [@john_hempton](/creator/undefined) [@catse___apex___](/creator/undefined) [@peonyking](/creator/undefined) [@kodymefford](/creator/undefined) [@cnbc](/creator/undefined) [@acapitallp](/creator/undefined) [@tryptotran](/creator/undefined) [@peterschiff](/creator/undefined) [@thefatprince](/creator/undefined) [@bostonvoodoo](/creator/undefined) **Top assets mentioned** [SATS (Ordinals) (SATS)](/topic/$sats) [Charter Communications Inc (CHTR)](/topic/$chtr) [Verizon Communications Inc. (VZ)](/topic/$vz) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [T-Mobile (TMUS)](/topic/$tmus) [United States Cellular Corporation (USM)](/topic/$usm) [Cable One, Inc. (CABO)](/topic/$cabo) [Trump Derangement Syndrome (TDS)](/topic/$tds) [Sable Offshore Corp. (SOC)](/topic/$soc) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [Leidos Holdings Inc (LDOS)](/topic/$ldos) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Viasat Inc (VSAT)](/topic/$vsat) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Redwire Corporation (RDW)](/topic/$rdw) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Amentum Holdings, Inc. (AMTM)](/topic/$amtm) [Mercury Systems Inc. (MRCY)](/topic/$mrcy) [KBR, Inc. (KBR)](/topic/$kbr) [Palantir (PLTR)](/topic/$pltr) [OSI Systems Inc (OSIS)](/topic/$osis) [Leonardo DRS, Inc. Common Stock (DRS)](/topic/$drs) [TTM Technologies Inc (TTMI)](/topic/$ttmi) [Parsons Corporation (PSN)](/topic/$psn) [COPT Defense Properties (CDP)](/topic/$cdp) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [CACI INTERNATIONAL CLA (CACI)](/topic/$caci) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [Limitus (LMT)](/topic/$lmt) [AT&T Inc. (T)](/topic/$t) ### Top Social Posts [#](/creator/twitter::1258377124353847296/posts) --- Top posts by engagements in the last XX hours "MobileX has 150K subs total. Boost Mobile added 150K subs in Q1 2025 alone. I don't understand the Fierce Wireless story. Maybe they mixed up MobileX and SpaceX or Xfinity 🤔 $SATS"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1947315089415025027) 2025-07-21 15:17:51 UTC 2206 followers, XXX engagements "$GILT with another $60m order. Peru was the weakness last quarter so this is an important win. Really seems like each of their divisions are doing well now"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1947636796336054589) 2025-07-22 12:36:12 UTC 2202 followers, XXX engagements "Interesting tidbits about the new $CHTR $CMCSA $TMUS agreement. Apparently T-Mobile will only act as a backup to the $VZ MVNO in areas that they don't have coverage. Why only do this for business Does this mean switching to $SATS would be easier as they now have a backup MVNO like Boost uses today"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1948100512320270778) 2025-07-23 19:18:50 UTC 2217 followers, XXX engagements "Carr: "We are doing lots of discussions with Dish and Charlie Ergen. We've been in conversations with him. How do we put that spectrum to better use. Those conversations are ongoing." Conversations (unless they break down) are generally good IMO. $SATS"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1948808003035300279) 2025-07-25 18:10:09 UTC 2217 followers, 3407 engagements "$USM to close on August X special dividend of $XXXXX to $XXXXX $TDS"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1948481978338345411) 2025-07-24 20:34:39 UTC 2216 followers, XXX engagements "The Fourth Network Imperative: Why DoJ Should Mandate EchoStar for Cox-Charter's MVNO Please let this happen. $SATS"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1948783447515820440) 2025-07-25 16:32:35 UTC 2217 followers, XXX engagements "The silver lining of this interesting $CHTR / $CMCSA / $TMUS deal for $SATS: 1) It would appear that Cable is not fully happy with their $VZ agreement - or why shop elsewhere 2) Why only announce a business wireless deal with $TMUS Are there any plans for retail business to change MVNO partner If it was going to be with $TMUS why not make on big announcement If they are unhappy with $VZ why only change business wireless 3) Very interesting that this was a joint announcement from Charter and Comcast - while they will continue to be two separate brands. They are clearly working very"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1948012566845804836) 2025-07-23 13:29:22 UTC 2217 followers, 1314 engagements "I don't know how hard this "hurdle" will be for $SOC but it seems positive to me if the result is that they just have to wait XX days to restart 🤷♂"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1945931487888478224) 2025-07-17 19:39:55 UTC 2213 followers, XXX engagements "My takeaway from Carr's comments today: 1) Sounds like a slight pivot on the buildout extension. Previously it sounded more political that he didn't agree with the last administration giving $SATS a buildout extension at all. Now it appears that he is looking at the data to make the determination. Is this still a witch hunt I don't know. Did $SATS fudge the data I don't know. BUT I do believe this is a pivot from the initial letter which is a positive. 2) Open minded for putting spectrum to most efficient use - enforcement open spectrum up other options they may have - sounds like the FCC is"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1948428567945380123) 2025-07-24 17:02:25 UTC 2217 followers, XXX engagements "The Cable MVNO agreement with $VZ expires next year. $CHTR and $CMCSA have now made it clear that they are willing to switch providers. The have selected $TMUS for a small segment: SMBs. Who is going to win the bigger deal 🤔 $TMUS CEO stated on the recent earnings call that they are not interested (quote below). Competition between the MNOs and Cable is at an all-time high. Building a network on your competitor's network seems like a mistake. Taking away $2b of FCF from your competitor also seems like a strong move to at least slow them down a bit. If only there was another option: $SATS"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1948833814454960197) 2025-07-25 19:52:43 UTC 2217 followers, XXX engagements "@yummyCenturyEgg If they sold XXXX I don't believe the DOJ would care. Either way there are "other options" as mentioned by Carr that are still on the table. Likely better than the first two"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1948439625652912510) 2025-07-24 17:46:21 UTC 2213 followers, XXX engagements "Why Cable ( $CHTR / $CMCSA) should cut a deal with $SATS (EchoStar): They pay $VZ $2B/year for MVNO access with no control. They're building on sand and Verizon holds the tide. EchoStar can offer: ✅ Lower cost per line ✅ 5G network slicing w/ guaranteed QoS ✅ Strategic leverage against $VZ Cable MVNO can run on Dish as primary $VZ as fallback. Equity board seats long-term alignment Very possible. $CHTR has made it clear that a big part of their Cox acquisition is related to wireless. We'll see if they are smart enough to plan for the future"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1946219257941074072) 2025-07-18 14:43:24 UTC 2209 followers, 1180 engagements "Too many investors still looking for $SATS to give up on their network and sell all their spectrum. I don't believe that will happen. DOJ + Trump want a 4th carrier. The combined value of all the Echostar assets are (potentially) worth more than the spectrum on its own. Just selling all the spectrum would be a giant waste of all the hard work that went into building the network. I don't believe this is Plan A right now. If I'm Ergen I'm looking to: Sell some spectrum - Free up liquidity and appease FCC Find a retail partner for Boost Find a wholesale partner for the network Complete DBS"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1945149169821184074) 2025-07-15 15:51:15 UTC 2216 followers, XXX engagements "I don't know what this means exactly but I guess we'll find out soon enough. $SATS"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1946265985234723084) 2025-07-18 17:49:05 UTC 2217 followers, 1451 engagements "List of companies that mentioned "Golden Dome" in their last earnings call: $BAH $VSAT $SPCE $MPTI $ASTS $RDW $RKLB $KTOS $AMTM $MRCY $DCO $KBR $LDOS $PLTR $VVX $OSIS $DRS $HII $TTMI $PSN $CDP $LHX $CACI $TDY $LMT $KTOS"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1930341438895575503) 2025-06-04 19:10:37 UTC 2207 followers, 2973 engagements "@yummyCenturyEgg DOJ doesn't have enforcement over selling spectrum"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1948438792869662736) 2025-07-24 17:43:03 UTC 2217 followers, XXX engagements "$SATS launched X blocks of Lyra LEO satellites this year. Seems like a really useful constellation for the Golden Dome 🤷 I hear that Trump had a falling out with the CEO of one of the other satellite companies"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1948402874024636715) 2025-07-24 15:20:19 UTC 2217 followers, XXX engagements "@peter_adderton @comcast @Ask_Spectrum @TMobile @FCC @BrendanCarrFCC Interestingly even with cable's resources their new MVNO agreement with Tmobile is exclusive"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1948046853326479642) 2025-07-23 15:45:37 UTC 2213 followers, XXX engagements "$CABO Starting to show some strength. Any chance shorts (17% outstanding) finally decide to cover Maybe they finally announce a sale process on the earnings call 🤔"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1947655250795458577) 2025-07-22 13:49:32 UTC 2217 followers, XXX engagements "Carr is going to look like a genius once he gets $SATS back on track and gets credit for it. There is nothing more "Build America" than the Echostar Dish network"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1940808972187091362) 2025-07-03 16:24:52 UTC 2207 followers, 2090 engagements "FCC Carr (not exact wording): Re; spectrum holdings: We don't believe we need X X or X competitors. It's dynamic. Mobile wireless is also competing with cable. There is lots of competition. No magic number that we need. Re: Echostar: We are still open minded. Taking a close look on whether they met buildout. Still reviewing the data. That work continues. Regarding spectrum it isn't being used effectively. Status quo is not acceptable. I'm open minded about different paths forward. Trying to free up spectrum and Dish is sitting on spectrum that is not loaded. They lost X million subs. Running"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1948425995780071891) 2025-07-24 16:52:12 UTC 2217 followers, 1440 engagements "$CABO +9% likely (at least in part) on the fact that $VZ FWA sub growth is slowing down"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1947375061201006639) 2025-07-21 19:16:09 UTC 2217 followers, XXX engagements "One more step completed for the $USM $TMUS merger completed Statement of the Department of Justice Antitrust Division on the Closing of Its Investigation of the Merger of T-Mobile and UScellular Very interesting paragraph about the fourth carrier: It is of concern to the United States that continued spectrum aggregation by the Big X threatens to impede the path for a fourth national player to emerge and challenge the entrenched incumbents with new and innovative offerings. Where future spectrum consolidation transactions threaten this path the Antitrust Division stands ready to investigate"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1943417737075696117) 2025-07-10 21:11:10 UTC 2216 followers, 1189 engagements "So I guess we should count out a cable deal with $SATS 🤷 Pretty interesting news. $CHTR $CMCSA"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1947785051875254421) 2025-07-22 22:25:19 UTC 2217 followers, 2693 engagements "@SneedTech What does "5 million customers" mean I can't imagine that is how many SMB customers they currently have"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1948103542633292223) 2025-07-23 19:30:53 UTC 2215 followers, XXX engagements "@1_adoy @yummyCenturyEgg And it would be much easier for the industry if they reported within a small time frame as the other carriers. Everyone will be done talking about Q2 wireless results by the time they release earnings. It's annoying"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1948567198395408554) 2025-07-25 02:13:17 UTC 2216 followers, XX engagements "Boostmobile traffic continuing to increase and $SATS continues to spend money on paid traffic. Doesn't look like a company that is throwing in the towel just yet"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1946291291597181329) 2025-07-18 19:29:38 UTC 2209 followers, 1038 engagements "If $SATS wants to be considered the 4th carrier they should start to report earnings when the other wireless carriers report. We now know net adds for $VZ $TMUS and $T. How did $SATS do 🤔 Even $CHTR reports tomorrow"  [@dan_tmt](/creator/x/dan_tmt) on [X](/post/tweet/1948362750779945300) 2025-07-24 12:40:53 UTC 2215 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@dan_tmt Dan
Dan posts on X about $sats, sats, $chtr, $vz the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +16%
- X Month XXXXXX -XX%
- X Months XXXXXXX +122%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX +74%
- X Month XXX -XX%
- X Months XXX +85%
- X Year XXX -XX%
Followers: XXXXX #
- X Week XXXXX +2.40%
- X Month XXXXX +5.30%
- X Months XXXXX +37%
- X Year XXXXX +63%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% cryptocurrencies XXXXX% finance XXXX% countries XXXX%
Social topic influence $sats #23, sats #28, $chtr 4.88%, $vz 4.88%, $cmcsa 4.07%, $tmus 4.07%, doj 3.25%, vz 2.44%, xfinity 1.63%, spectrum XXXX%
Top accounts mentioned or mentioned by @lifelags @yummycenturyegg @orengueta13 @jaden88743797 @billytwoteles @investinguab @johnhempton @sneedtech @peter_adderton @smantel @john_hempton @catse___apex___ @peonyking @kodymefford @cnbc @acapitallp @tryptotran @peterschiff @thefatprince @bostonvoodoo
Top assets mentioned SATS (Ordinals) (SATS) Charter Communications Inc (CHTR) Verizon Communications Inc. (VZ) Comcast Corporation (CMCSA) T-Mobile (TMUS) United States Cellular Corporation (USM) Cable One, Inc. (CABO) Trump Derangement Syndrome (TDS) Sable Offshore Corp. (SOC) Huntington Ingalls Industries Inc (HII) Leidos Holdings Inc (LDOS) Rocket Lab USA, Inc. Common Stock (RKLB) Booz Allen Hamilton Holding, Corp. (BAH) Viasat Inc (VSAT) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Redwire Corporation (RDW) Kratos Defense & Security Solutions, Inc. (KTOS) Amentum Holdings, Inc. (AMTM) Mercury Systems Inc. (MRCY) KBR, Inc. (KBR) Palantir (PLTR) OSI Systems Inc (OSIS) Leonardo DRS, Inc. Common Stock (DRS) TTM Technologies Inc (TTMI) Parsons Corporation (PSN) COPT Defense Properties (CDP) L3Harris Technologies Inc (LHX) CACI INTERNATIONAL CLA (CACI) Teledyne Technologies Incorporated (TDY) Limitus (LMT) AT&T Inc. (T)
Top Social Posts #
Top posts by engagements in the last XX hours
"MobileX has 150K subs total. Boost Mobile added 150K subs in Q1 2025 alone. I don't understand the Fierce Wireless story. Maybe they mixed up MobileX and SpaceX or Xfinity 🤔 $SATS"
@dan_tmt on X 2025-07-21 15:17:51 UTC 2206 followers, XXX engagements
"$GILT with another $60m order. Peru was the weakness last quarter so this is an important win. Really seems like each of their divisions are doing well now" @dan_tmt on X 2025-07-22 12:36:12 UTC 2202 followers, XXX engagements
"Interesting tidbits about the new $CHTR $CMCSA $TMUS agreement. Apparently T-Mobile will only act as a backup to the $VZ MVNO in areas that they don't have coverage. Why only do this for business Does this mean switching to $SATS would be easier as they now have a backup MVNO like Boost uses today" @dan_tmt on X 2025-07-23 19:18:50 UTC 2217 followers, XXX engagements
"Carr: "We are doing lots of discussions with Dish and Charlie Ergen. We've been in conversations with him. How do we put that spectrum to better use. Those conversations are ongoing." Conversations (unless they break down) are generally good IMO. $SATS" @dan_tmt on X 2025-07-25 18:10:09 UTC 2217 followers, 3407 engagements
"$USM to close on August X special dividend of $XXXXX to $XXXXX $TDS" @dan_tmt on X 2025-07-24 20:34:39 UTC 2216 followers, XXX engagements
"The Fourth Network Imperative: Why DoJ Should Mandate EchoStar for Cox-Charter's MVNO Please let this happen. $SATS" @dan_tmt on X 2025-07-25 16:32:35 UTC 2217 followers, XXX engagements
"The silver lining of this interesting $CHTR / $CMCSA / $TMUS deal for $SATS: 1) It would appear that Cable is not fully happy with their $VZ agreement - or why shop elsewhere 2) Why only announce a business wireless deal with $TMUS Are there any plans for retail business to change MVNO partner If it was going to be with $TMUS why not make on big announcement If they are unhappy with $VZ why only change business wireless 3) Very interesting that this was a joint announcement from Charter and Comcast - while they will continue to be two separate brands. They are clearly working very" @dan_tmt on X 2025-07-23 13:29:22 UTC 2217 followers, 1314 engagements
"I don't know how hard this "hurdle" will be for $SOC but it seems positive to me if the result is that they just have to wait XX days to restart 🤷♂" @dan_tmt on X 2025-07-17 19:39:55 UTC 2213 followers, XXX engagements
"My takeaway from Carr's comments today: 1) Sounds like a slight pivot on the buildout extension. Previously it sounded more political that he didn't agree with the last administration giving $SATS a buildout extension at all. Now it appears that he is looking at the data to make the determination. Is this still a witch hunt I don't know. Did $SATS fudge the data I don't know. BUT I do believe this is a pivot from the initial letter which is a positive. 2) Open minded for putting spectrum to most efficient use - enforcement open spectrum up other options they may have - sounds like the FCC is" @dan_tmt on X 2025-07-24 17:02:25 UTC 2217 followers, XXX engagements
"The Cable MVNO agreement with $VZ expires next year. $CHTR and $CMCSA have now made it clear that they are willing to switch providers. The have selected $TMUS for a small segment: SMBs. Who is going to win the bigger deal 🤔 $TMUS CEO stated on the recent earnings call that they are not interested (quote below). Competition between the MNOs and Cable is at an all-time high. Building a network on your competitor's network seems like a mistake. Taking away $2b of FCF from your competitor also seems like a strong move to at least slow them down a bit. If only there was another option: $SATS" @dan_tmt on X 2025-07-25 19:52:43 UTC 2217 followers, XXX engagements
"@yummyCenturyEgg If they sold XXXX I don't believe the DOJ would care. Either way there are "other options" as mentioned by Carr that are still on the table. Likely better than the first two" @dan_tmt on X 2025-07-24 17:46:21 UTC 2213 followers, XXX engagements
"Why Cable ( $CHTR / $CMCSA) should cut a deal with $SATS (EchoStar): They pay $VZ $2B/year for MVNO access with no control. They're building on sand and Verizon holds the tide. EchoStar can offer: ✅ Lower cost per line ✅ 5G network slicing w/ guaranteed QoS ✅ Strategic leverage against $VZ Cable MVNO can run on Dish as primary $VZ as fallback. Equity board seats long-term alignment Very possible. $CHTR has made it clear that a big part of their Cox acquisition is related to wireless. We'll see if they are smart enough to plan for the future" @dan_tmt on X 2025-07-18 14:43:24 UTC 2209 followers, 1180 engagements
"Too many investors still looking for $SATS to give up on their network and sell all their spectrum. I don't believe that will happen. DOJ + Trump want a 4th carrier. The combined value of all the Echostar assets are (potentially) worth more than the spectrum on its own. Just selling all the spectrum would be a giant waste of all the hard work that went into building the network. I don't believe this is Plan A right now. If I'm Ergen I'm looking to: Sell some spectrum - Free up liquidity and appease FCC Find a retail partner for Boost Find a wholesale partner for the network Complete DBS" @dan_tmt on X 2025-07-15 15:51:15 UTC 2216 followers, XXX engagements
"I don't know what this means exactly but I guess we'll find out soon enough. $SATS" @dan_tmt on X 2025-07-18 17:49:05 UTC 2217 followers, 1451 engagements
"List of companies that mentioned "Golden Dome" in their last earnings call: $BAH $VSAT $SPCE $MPTI $ASTS $RDW $RKLB $KTOS $AMTM $MRCY $DCO $KBR $LDOS $PLTR $VVX $OSIS $DRS $HII $TTMI $PSN $CDP $LHX $CACI $TDY $LMT $KTOS" @dan_tmt on X 2025-06-04 19:10:37 UTC 2207 followers, 2973 engagements
"@yummyCenturyEgg DOJ doesn't have enforcement over selling spectrum" @dan_tmt on X 2025-07-24 17:43:03 UTC 2217 followers, XXX engagements
"$SATS launched X blocks of Lyra LEO satellites this year. Seems like a really useful constellation for the Golden Dome 🤷 I hear that Trump had a falling out with the CEO of one of the other satellite companies" @dan_tmt on X 2025-07-24 15:20:19 UTC 2217 followers, XXX engagements
"@peter_adderton @comcast @Ask_Spectrum @TMobile @FCC @BrendanCarrFCC Interestingly even with cable's resources their new MVNO agreement with Tmobile is exclusive" @dan_tmt on X 2025-07-23 15:45:37 UTC 2213 followers, XXX engagements
"$CABO Starting to show some strength. Any chance shorts (17% outstanding) finally decide to cover Maybe they finally announce a sale process on the earnings call 🤔" @dan_tmt on X 2025-07-22 13:49:32 UTC 2217 followers, XXX engagements
"Carr is going to look like a genius once he gets $SATS back on track and gets credit for it. There is nothing more "Build America" than the Echostar Dish network" @dan_tmt on X 2025-07-03 16:24:52 UTC 2207 followers, 2090 engagements
"FCC Carr (not exact wording): Re; spectrum holdings: We don't believe we need X X or X competitors. It's dynamic. Mobile wireless is also competing with cable. There is lots of competition. No magic number that we need. Re: Echostar: We are still open minded. Taking a close look on whether they met buildout. Still reviewing the data. That work continues. Regarding spectrum it isn't being used effectively. Status quo is not acceptable. I'm open minded about different paths forward. Trying to free up spectrum and Dish is sitting on spectrum that is not loaded. They lost X million subs. Running" @dan_tmt on X 2025-07-24 16:52:12 UTC 2217 followers, 1440 engagements
"$CABO +9% likely (at least in part) on the fact that $VZ FWA sub growth is slowing down" @dan_tmt on X 2025-07-21 19:16:09 UTC 2217 followers, XXX engagements
"One more step completed for the $USM $TMUS merger completed Statement of the Department of Justice Antitrust Division on the Closing of Its Investigation of the Merger of T-Mobile and UScellular Very interesting paragraph about the fourth carrier: It is of concern to the United States that continued spectrum aggregation by the Big X threatens to impede the path for a fourth national player to emerge and challenge the entrenched incumbents with new and innovative offerings. Where future spectrum consolidation transactions threaten this path the Antitrust Division stands ready to investigate" @dan_tmt on X 2025-07-10 21:11:10 UTC 2216 followers, 1189 engagements
"So I guess we should count out a cable deal with $SATS 🤷 Pretty interesting news. $CHTR $CMCSA" @dan_tmt on X 2025-07-22 22:25:19 UTC 2217 followers, 2693 engagements
"@SneedTech What does "5 million customers" mean I can't imagine that is how many SMB customers they currently have" @dan_tmt on X 2025-07-23 19:30:53 UTC 2215 followers, XXX engagements
"@1_adoy @yummyCenturyEgg And it would be much easier for the industry if they reported within a small time frame as the other carriers. Everyone will be done talking about Q2 wireless results by the time they release earnings. It's annoying" @dan_tmt on X 2025-07-25 02:13:17 UTC 2216 followers, XX engagements
"Boostmobile traffic continuing to increase and $SATS continues to spend money on paid traffic. Doesn't look like a company that is throwing in the towel just yet" @dan_tmt on X 2025-07-18 19:29:38 UTC 2209 followers, 1038 engagements
"If $SATS wants to be considered the 4th carrier they should start to report earnings when the other wireless carriers report. We now know net adds for $VZ $TMUS and $T. How did $SATS do 🤔 Even $CHTR reports tomorrow" @dan_tmt on X 2025-07-24 12:40:53 UTC 2215 followers, XXX engagements