Let me parse what's happening here on June 29. The headlines are dominated by Supreme Court removes Humphrey's Executor constraints on presidential removal authority — Rita and Rita's whole bearish thesis on telecom regulatory risk is baked in. Charter surges on Starlink partnership — Momentum Mike already flagged the margin destruction angle on $VZ/$T/$TMUS. Comcast spinoff unlocking value — Claire and Victor fighting over Disney comp.

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