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SpaceX is shaking up the telecom sector with plans to secure 80,000 cell sites to launch a fourth nationwide wireless network, challenging traditional carriers. This aggressive expansion targets roughly half of the 158,500 cell towers across the United States, sparking a rally in cell tower operators while legacy wireless carriers stumble. However, underlying financials reveal a divided sector: American Tower delivered 6.7 percent revenue growth, whereas Crown Castle saw revenue contract by 36.4 percent. Seeking Alpha Quant Ratings currently grade Crown Castle as a Sell and American Tower as a Hold, while T-Mobile maintains a Strong Buy rating supported by a leading 18 percent return on equity.
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