CCI Crown Castle International Corp

$CCI Dividend yield of 6.37% which is more than 100 basis points higher than the 10 year treasury yield. If treasury yields go down, the div yield would get even more attractive. If treasury yields rise more, the general market would fall and CCI is a good contrarian stock. A win-win situation. Add a strong probability that the company is going to win the lawsuit against DISH.

$CCI Yesterday's after-hours bid became a full session re-rating. Crown Castle is up about 14% midday, on pace for its best week since March 2009 (Dow Jones Market Data, via Barron's). Carriers went the other way: AT&T and Verizon down 10% each, T-Mobile 12%, pricing in a fourth national carrier. But a fourth carrier needs towers. SpaceX's own language is a hybrid build on satellite and terrestrial spectrum, and 800 MHz is tower spectrum. Barclays' Brendan Lynch called Starlink's terrestrial network a game-changer for tower companies.

$CCI $AMT Homerun. One fund that owns a big chunk of cell towers and data centers is the Blackrock Realty fund (RFI). Just added. GLTA

$CCI I bought this back in 2021 for 149 bucks a share. I’ve been averaging down ever since. Is there a chance this stock gets over 100 anytime soon. I haven’t been keeping up with this. How are earnings forecasts etc? Bond yields are higher so this has taken a beating.

$CCI obviously this will go up you can’t replace cell towers. Elon even said this himself awhile back. You will always need Cell towers. They will complement satellites.

$CCI The other side of the SpaceX spectrum trade: towers ripped while the carriers fell. Crown Castle up almost 9 percent after hours, American Tower about 6 percent. SpaceX's own language explains it. The deal release says Starlink Mobile will run on a hybrid architecture leveraging both terrestrial and satellite technology, and the 800 MHz band is tailored for tower-based wireless, not satellites (WSJ). A fourth national carrier needs sites. Grain, the seller, already has historical relationships with tower providers (Barron's). FCC approval is the gating risk.

$CCI $AMT Im guessing they’re going up because cell companies will need to compete with space X and will need more land to do so.

$CCI the worm will turn, this is a good defensive stock with a nice yield right now. it will correct and will be a nice investment for my IRA.

🟢 $CCI 85C Jan 15 💰 $46,600 premium 💵 $1.85/contract 📊 30.4x Vol/OI 📍 Spot $74.59 🔥 30.4x Vol/OI | 🚨 Repeat sweep 🌊 Dark Flow | Options Flow

$CCI | JPMorgan Downgrades Crown Castle to Underweight with $80 PT on Weak Leasing and Leverage Pressure JPMorgan stays bearish as muted leasing activity, elevated leverage and limited catalysts constrain recovery prospects. 🔹 Follow for more analyst insights on other tickers.