Dan@dan_tmtErgen appears to have navigated this entire situation very impressively. It looks like he will end up fully screwing the towercos with this bankruptcy. It'll be interesting to see if they have any meaningful ability to fight back. $AMT $CCI $SBAC $ECHO
Dan@dan_tmt$FVRR getting crushed by AI. Guidance revision today. What does management do now that their main products like logo creation are free from AI? What do they do regarding their large SBC expense?
Dan@dan_tmtI spent a fair amount of time researching Lucky Strike Entertainment $LUCK this week. I’m passing for now, but I learned more about the bowling industry than I ever expected. One of the biggest changes underway is the shift from traditional free-fall pinsetters to string pin
Dan@dan_tmtI do not believe $SPCX will roll out a significant terrestrial network. That is my opinion today.
Dan@dan_tmt$ATEX crossed $100. 🥳 Below is what we wrote about Anterix in our Q4 LP letter. At the time, it was our largest position. We have pared some along the way, and it is currently our second-largest position. (As always, this is not investment advice, and we may change position
Dan@dan_tmtLong Anterix $ATEX @ ~$21.40 Ugly chart, no contracts in a year, investor fatigue → but too asymmetric to ignore. Owns the 900 MHz spectrum block for utilities. Stock trades below spectrum value = downside floor. FCC reviewing 5x5 MHz upgrade - game-changer vs Grain’s 800 MHz
