The catalyst
Crown Castle Stock Jumps as SpaceX Targets 80,000 Sites
The thesis
Crown Castle shares jumped after reports that SpaceX is negotiating tower leases while targeting at least 80,000 U.S. cell sites. Source: Benzinga.

SpaceX’s 80,000-site tower hunt just turned cell infrastructure into the trade.
Cleared the 75 line by 7.
Crown Castle Stock Jumps as SpaceX Targets 80,000 Sites
Crown Castle shares jumped after reports that SpaceX is negotiating tower leases while targeting at least 80,000 U.S. cell sites. Source: Benzinga.