Who mentions $VZ most on Surfaced?

@vulturetrades (Vulture trades 🦅) mentions $VZ most — 11 mentions in the past 12 months.

When was $VZ first mentioned on Surfaced?

The earliest tracked mention of $VZ in the Surfaced archive was on Nov 21, 2025.

How many voices track $VZ?

13 FinTwit voices have mentioned $VZ 41 times in the past 12 months.

What kind of voices mention $VZ most?

$VZ is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$VZ

Verizon Communications

$VZ

Verizon Communications

Past 12mo:41mentions13voices

All voices14 calls since Jan 2026show all

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About this stock

Over the past 12 months, $VZ has been mentioned 41 times by 13 distinct FinTwit voices, with the first mention appearing on November 21, 2025. The most-active voice discussing $VZ is @vulturetrades with 11 mentions, followed by @stocksavvyshay with 7 mentions, @amitisinvesting with 5 mentions, and @ckcapitalxx and @yasutaketin each with 4 mentions. Long research content represents the dominant category of discussion around the ticker. The most recent mentions center on two major developments: Alphabet's replacement of Verizon in the Dow Jones Industrial Average effective June 29, 2026, and competitive threats from SpaceX's reported direct-to-consumer Starlink mobile service initiative.

Recent discussions have highlighted $VZ's position within the broader telecommunications and satellite connectivity landscape. @stocksavvyshay noted that "$SPCX is reportedly considering a direct-to-consumer Starlink mobile service in the U.S., which could put it in direct competition with $VZ, $T and $TMUS," indicating industry analysis of emerging competitive dynamics. @amitisinvesting documented the Dow composition change, stating that "Google $GOOGL is replacing Verizon $VZ in the Dow Jones Industrial Average, adding another mega-cap tech name to the historic index." The shift reflects broader market narratives around technology sector dominance and structural changes in major indices.

AI-generated from tracked posts · updated Jul 19, 2026

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Recent calls

14 calls

@stocksavvyshayJun 26, 2026 · 12:35 PM

$SPCX is reportedly considering a direct-to-consumer Starlink mobile service in the U.S., which could put it in direct competition with $VZ, $T and $TMUS. SpaceX is trying to move beyond carrier partnerships and turn Starlink into a full consumer connectivity platform. https://t.co/zdY90zGnYT

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@ftr_investorsJun 24, 2026 · 7:45 AM

$GOOGL $VZ Alphabet will replace Verizon in the Dow Jones Industrial Average on June 29. The move adds one of the world's largest tech companies to the iconic 30-stock index 🔁 https://t.co/oPEVzoyhLV

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@investmentguru_Jun 23, 2026 · 10:31 PM

$GOOGL is being added to the Dow Jones replacing Verizon $VZ in the index

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@unusual_whalesJun 23, 2026 · 9:49 PM

BREAKING: Google, $GOOGL, is being added to the Dow Jones, replacing Verizon, $VZ

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@stocksavvyshayMay 14, 2026 · 11:05 AM

$ASTS is backing a U.S. carrier satellite-connectivity venture with $T, $TMUS & $VZ to help close mobile coverage gaps nationwide. The goal is direct-to-smartphone satellite service without extra hardware with AST positioning itself as a key space-based connectivity layer. https://t.co/gitqLbMrUd

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@stocksavvyshayApr 23, 2026 · 4:37 PM

FCC approved $ASTS to use FirstNet’s 700MHz spectrum for D2C service which adds to the 850MHz approvals it already got for $T & $VZ. That means AST can use the spectrum for normal commercial service but it has to give it back immediately if public safety needs it. https://t.co/6iRqxlXz1g

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@daniel_kossApr 22, 2026 · 11:39 AM

📱 Just in: AST SpaceMobile $ASTS receives FCC commercial authority to operate space-based direct-to-device cellular broadband in the U.S. - Authorized to deploy up to 248 LEO satellites delivering Supplemental Coverage from Space (SCS) to unmodified smartphones - Covers 700 MHz and 800 MHz low-band spectrum in coordination with Verizon, AT&T, and FirstNet - Authorization also supports country-by-country international deployment across sub-1 GHz direct-to-device and feeder link spectrum bands $VZ $T

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@ckcapitalxxApr 11, 2026 · 3:35 PM

Think about this for a second. 8 billion people live on this planet. 5 billion of them own a smartphone. Every single one of those 5 billion people has experienced a dead zone. No signal on a highway. No service in the mountains. No connection on a flight. No coverage in a rural town. Every single one of them has looked at their phone and seen no bars at the exact moment they needed it most. $ASTS is the solution for all 5 billion of them. Not a new device. Not a new plan. Not a Starlink dish. The same phone. The same carrier. The same plan they already pay for every month. $T AT&T flips a switch and every AT&T customer on earth has space based coverage. $VZ Verizon flips a switch. Vodafone flips a switch. 50+ carriers already signed covering 3.2 billion existing subscribers. Starlink has 9 million customers after 5 years and 9,500 satellites fighting for every single one. $ASTS has 3.2 billion potential customers before commercial service even starts. The revenue math at even 1% penetration of the addressable market is staggering. At 10% it is a company that does not exist yet at this scale. At 20% it is one of the most valuable businesses ever built. $3.9 billion in cash. BlueBird 7 launching soon. Batch launches every 1 to 2 months. Commercial service second half of 2026. $27 billion market cap for the company solving connectivity for 5 billion people. The numbers speak for themselves.

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@ckcapitalxxFeb 7, 2026 · 2:01 AM

$ASTS just got FCC approval to start testing BlueBird 6 in the United States. This is MASSIVE for the direct-to-device space race. What Just Got Approved (60-Day Special Temporary Authorization): $ASTS can now test supplemental coverage from space operations with: • Five in-orbit BlueBirds plus FM-1 (BlueBird 6) • Direct-to-device testing with commercially available phones • Partnership testing with $T (AT&T), $VZ (Verizon), and FirstNet • 700/800 MHz service downlinks to standard consumer devices • Gateway earth station testing at 37.5-42 GHz downlinks Translation: They are testing REAL phones connecting to satellites in orbit over the U.S. This is not lab testing. This is live network testing with actual AT&T and Verizon devices that consumers already own. No special hardware required. Why This Matters: $ASTS has been testing internationally. This is the first FCC authorization for U.S. commercial network testing with their MNO partners. The full 248-satellite deployment application is still pending. But this 60-day STA lets $ASTS and their partners validate technical capabilities and performance before commercial launch. The Testing Parameters: • Unprotected, non-harmful interference basis • All testing coordinated with AT&T, Verizon, and FirstNet in advance • Only authorized user devices and gateways • If any interference detected, transmissions cease immediately • Full compliance with U.S. and international authorizations The Bigger Picture: AT&T and Verizon are invested partners. FirstNet (government first responder network) is involved. FCC is approving testing. This is the path to commercial deployment. Testing leads to data. Data leads to full authorization. Full authorization leads to revenue. $ASTS is up Big Today. But this testing approval is the kind of regulatory milestone that de-risks the entire thesis. Five BlueBirds in orbit. Partners ready to test. FCC approval granted. 60 days to prove the technology works on U.S. soil with standard consumer smartphones connecting directly to satellites. The direct-to-device revolution is happening. $ASTS is leading it.

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@yasutaketinFeb 3, 2026 · 3:33 AM

昨日は $VZ ベライゾン少し買ったよ出来高伴って上がってきてる配当利回り6.14% 予想PER9倍 https://t.co/XTWLsdqYaC

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@vulturetradesJan 21, 2026 · 4:54 PM

$VZ huge upside has a nice gap to fill Lets bank. 🚀

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@cobraalertsJan 21, 2026 · 4:51 PM

FINAL TRADE IDEA 🐍 $VZ 40 CALL 1/23 @ .05 🐍⚡️

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@vulturetradesJan 14, 2026 · 4:58 PM

$VZ clear room to $40

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@stocksavvyshayJan 7, 2026 · 2:05 PM

WHY THE $ASTS DOWNGRADE IS WRONG 1. Distribution is already solved AST doesn’t need to acquire users since they come through carriers like $T, $VZ, Vodafone, Rakuten and others. That’s billions of subscribers already embedded in the system so focusing on retail signups is the wrong metric when the carriers already own the customer relationship. 2. Coverage Is the Product AST makes money by filling coverage gaps that networks can’t reach like roaming uplift, emergency access, etc. There is no hardware to subsidize, no dishes to ship and no consumer marketing funnel to fund so applying a consumer telecom playbook here leads to the wrong conclusions. 3. AST Isn't Starlink Starlink is built like an internet company that sells directly to consumers starting with basic service and slowly adding more features. AST is built to plug directly into existing 4G and 5G networks so phones can make calls, stream video & use data without any new hardware. Both approaches can work but AST is aiming to be the satellite system mobile carriers use behind the scenes instead of sending their customers to Elon. The AST downgrade follows a familiar sell-side pattern with frontier infrastructure names where they anchor on near-term revenue optics and treating AST like a consumer-facing telecom which is wrong. AST is not a retail business and never intends to be but is a wholesale infrastructure layer that sells coverage to mobile network operators.

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