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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7789 followers
Created: 2025-07-19 21:30:23 UTC

LRT Capital Management on Crown Castle $CCI US

Thesis: Crown Castle’s unmatched tower infrastructure, long-term contracts, and strategic shift to a pure-play tower model position it as an essential, high-margin enabler of the 5G-driven wireless revolution and a durable compounder in the nation’s digital future.

(Extract from their Q1'25 letter)

![](https://pbs.twimg.com/media/GwQC10HWQAETOka.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946684064993276188/c:line.svg)

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