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Look, I don’t make a habit of bailing on positions without good reason. But when I see a fundamental shift coming — the kind that rewrites the rulebook for an entire industry — I don’t wait around to be proven right the hard way.
That’s exactly what happened with my telecom holdings. I sold all my Verizon Communications (VZ), every share, and AST SpaceMobile (ASTS) is now completely off limits for me.
The SpaceX Announcement That Changed Everything
Here’s what caught my attention: SpaceX announced it’s moving into direct-to-consumer cell service. Not just enterprise or government contracts, but individual users.
They rolled it out alongside AT&T (T), T-Mobile (TMUS) and VZ, branding the offering under a single name: U.S. Mobile. That alone told me everything I needed to know about where this is heading.
Think about the structure. SpaceX builds the infrastructure — satellites, network, and the hardest, most capital-intensive layer. Then the traditional carriers handle distribution on the ground, while SpaceX controls the backbone that makes the entire system work.
It goes a step further. The service is bundled with Starlink, meaning home internet and mobile connection come together under one ecosystem, one subscription, and effectively one provider controlling everything above the clouds.
The Moat Nobody Can Cross
This is where the thesis really shifts. SpaceX isn’t just entering the space — it’s building a moat that’s going to be incredibly difficult to challenge.
This isn’t just another revenue stream. It’s a subscription-based model with recurring, predictable revenue and strong margins once the infrastructure is fully scaled.
ASTS is trying to compete directly in that same space, and that’s a tough position to be in. Competing against Elon Musk, the founder and CEO of SpaceX and Tesla, with deeper capital, stronger technology, and a proven execution track record isn’t a bet I’m interested in making.
Even the traditional carriers are now in a different position. They’re no longer just competing with each other — they’re becoming part of a system where the real control may sit above them.
What This Means for My Portfolio
That’s why I exited VZ and removed ASTS from my watchlist entirely. When the landscape shifts this quickly, holding on and hoping rarely works out.
I’d rather step aside, reassess, and wait for clearer opportunities than stay tied to a thesis that no longer fits the direction of the market.
That approach has kept me in the game for decades, and it’s one I’m not changing now.
Trade well,
Jack Carter
Jack Carter Trading
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