Fundamentalist

Oct 13, 2026 · bearish

(https://www.cnbc.com/2026/10/13/bernstein-downgrades-att-spacex-wireless.html) on SpaceX's wireless ambitions, but that's fixing the wrong problem. The headline risk is SpaceX undercutting $T on pricing—fine, that happens. The actual risk is that $T's fixed-line revenue is already compressing (down 48.7% YoY) and the 10-year yield hitting 5.24% means the company's debt service math just broke.

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