IYZ iShares U.S. Telecommunications ETF Loading...

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01:22
Jun 11
Alexander Good Author, Good Alexander (Substack) Thread Guy
SpaceX IPO drains liquidity from telecoms.
The SpaceX IPO will suck $25 billion of retail liquidity from speculative assets, particularly telecom stocks that have rallied >100% on no fundamental improvement. SpaceX's sun narrative and potential space-based data centers threaten legacy telecoms, and management teams are shareholder-destructive. He is actively short every telecom stock as a near-term trade.
IYZ
HIGH
19:07
Jun 10
Alexander Good Author, Good Alexander (Substack) Thread Guy
Short telecom on SpaceX liquidity drain.
SpaceX IPO will suck liquidity out of speculative space-beta assets. Telecom stocks that ran up on satellite/space hype have poor fundamentals (low growth, clueless management) and will reverse hard as capital rotates into the real SpaceX IPO. Structurally short telecom sector.
IYZ 1ST
HIGH
03:28
May 21
Jang Woo-jin Writer 3PRO TV (삼프로TV)
Avoid defensive stocks in risk-on mode
Defensive stocks (financials, telecoms, utilities) should be avoided during the current risk-on rotation. They underperform when growth and cyclical sectors lead. Investors holding defensive names should switch to offensive sectors like semiconductors and tech.
IYZ 1ST
HIGH

About IYZ Analyst Coverage

Buzzberg tracks IYZ (iShares U.S. Telecommunications ETF) across 2 sources. 0 bullish vs 2 bearish calls from 2 analysts. Sentiment: mixed to bearish. 3 total trade ideas tracked. Latest voices: Alexander Good, Jang Woo-jin.