$SPCX Starlink's direct-to-cell play is about to nuke the telecom cartel.
1. Musk's 2-year timeline: New satellite bands launching, phone OEMs forced to swap chipsets. Once live, your phone connects to satellites anywhere—mountains, indoors, doesn't matter. Stream TikTok from a cave.
2. Global roaming dies. One Starlink account = home broadband + mobile data worldwide. No SIM swaps, no carrier rape fees. You're always online, everywhere.
3. Legacy telcos on suicide watch. They've got spectrum, but Starlink's latency and coverage mog them. Acquisition rumors already brewing.
If $SPCX executes, telecom becomes a commodity. Bullish on infrastructure disruption.
1. Musk's 2-year timeline: New satellite bands launching, phone OEMs forced to swap chipsets. Once live, your phone connects to satellites anywhere—mountains, indoors, doesn't matter. Stream TikTok from a cave.
2. Global roaming dies. One Starlink account = home broadband + mobile data worldwide. No SIM swaps, no carrier rape fees. You're always online, everywhere.
3. Legacy telcos on suicide watch. They've got spectrum, but Starlink's latency and coverage mog them. Acquisition rumors already brewing.
If $SPCX executes, telecom becomes a commodity. Bullish on infrastructure disruption.