What Everything Money said in this video:
- TMUSneutrallong-termSpaceX's move into mobile carrier service and its spectrum purchases pose a new competitive threat to traditional carriers like T-Mobile, potentially cracking decades of comfortable pricing; however, building a network for dense cities is very hard and real disruption may not arrive until around 2029.Source
- Tneutrallong-termSpaceX's move into mobile carrier service and its spectrum purchases pose a new competitive threat to traditional carriers like AT&T, potentially cracking decades of comfortable pricing; however, building a network for dense cities is very hard and real disruption may not arrive until around 2029.Source
- VZneutrallong-termSpaceX's move into mobile carrier service and its spectrum purchases pose a new competitive threat to traditional carriers like Verizon, potentially cracking decades of comfortable pricing; however, building a network for dense cities is very hard and real disruption may not arrive until around 2029.Source
- AI Capexneutrallong-termAI chip demand is enormous and Elon's companies plan to build their own massive fab, but whether they can make chips at a sensible cost remains the key question; regardless of the factory outcome, fab-equipment sellers could be quiet winners.Source
- ASMLbullishRegardless of the outcome of Tesla and SpaceX building their own chip factory, companies that sell fab equipment such as ASML could end up as quiet winners.Source
- AMATbullishRegardless of the outcome of Tesla and SpaceX building their own chip factory, companies that sell fab equipment such as Applied Materials could end up as quiet winners.Source
- Geopoliticsneutrallong-termA merger could create a regulatory nightmare by mixing SpaceX's sensitive defense work with Tesla's large presence in China, leading to major government and geopolitical hurdles that likely oppose the deal.Source