TRACE
Trace a source
tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice

VZ

VZ - equity - source-backed public claims only.

2published claims
0 longbullish claims
2 shortbearish claims
Asset timeline
goodalexander
goodalexanderother/ Jun 10
person
->

VZA former telecom analyst is short the whole sector, because carriers are up triple digits on almost no growth and the SpaceX IPO is about to drain the liquidity propping them up.

directional thesisSHORTpublishedothernot a verified trade
VVZVZSHORT
A former telecom analyst is short the whole sector, because carriers are up triple digits on almost no growth and the SpaceX IPO is about to drain the liquidity propping them up.
$46.95
— pending
SourceLIVE: Stocks DUMPING!! GoodAlex @ 5PM EST! SpaceX IPO on FRIDAY!!!!!!! WHAT IS GOING ON!!!!!!!!!!!! MYTHOS!!!!

“Yeah, I'm short every telecom stock right now.”

evidence attachedpaste author pricesource span96:00
All-In Podcast
All-In Podcastyoutube/ Jun 4
person
->

VZStarlink eats the $200-400B global Telco profit pool with a better, tower-free product

directional thesisSHORTpublishedyoutubenot a verified trade
VVZVZSHORT
Starlink eats the $200-400B global Telco profit pool with a better, tower-free product
$44.87
— pending
SourceThomas Laffont: The $4T AI IPO Wave Is Coming… and We have Never Seen Anything Like It

“I believe that within a few years, Starlink will power a device which will actually enable you to make a phone call anywhere in the world.”

evidence attachedpaste author pricesource span16:30
JSON
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AISO tracks public statements, not verified portfolio positions. This is not financial advice.