Musk says the 800MHz band deal was an earthquake, and the three major telecom stocks plummeted after the market

According to Woofun AI, SpaceX (SPCX.US) CEO Musk defined the company's acquisition of the 800 MHz band as an 'seismic' event in the US satellite mobile communications field, marking that the key puzzle for building a nationwide mobile phone coverage network has been put in place.

This strategic setting quickly triggered a ripple effect in the capital market, and the defense logic of traditional telecom giants was severely challenged. Musk quoted Tesla (TSLA.US) investor Sawyer Merritt on social networking platform X, stressing that this low-band spectrum can achieve 'better indoor signal coverage' and penetrate barriers such as walls. In response to questions from Social Capital founder Chamas Palihapitia, Musk said that although ordinary observers may have underestimated the matter, those who know how to act know that this is a turning point in the band battle. At the technical level, SpaceX has acquired a total of 14 MHz of paired spectrum from Grain Management to complement the existing 2 GHz spectrum to solve Starlink Mobile's connectivity challenges within buildings. On the regulatory side, the US Federal Communications Commission authorized SpaceX on Tuesday to deploy 15,000 mobile satellite service (MSS) devices without paying lease fees to ground operators.

However, AT&T (T.US) Inc. CEO John Stankey is negative about this. He pointed out that the technology still relies on nano-micro base stations to improve indoor coverage and faces regulatory barriers, so it is extremely unlikely that SpaceX will launch a mobile communication service.

This divergence in technical routes is essentially a head-on collision between two infrastructure models: direct satellite connection and terrestrial base stations.

The market voted with real money, and the telecom sector suffered a severe setback, while SpaceX bucked the trend and strengthened. According to data compiled by Woofun AI, AT&T shares plummeted 6.59% to $23.23 after the trading day closed; Verizon (VZ.US) Communications Inc. fell 5.70% to $43.71 after the trading day; and T-Mobile (TMUS.US) US Inc. fell 6.10% to $160.86 after the market.

In contrast, SPCX shares rose 3.11% to $165.57 in after-hours trading. Gene Munster, co-founder of Deepwater Asset Management, pointed out that a vertically integrated smartphone with Starlink functionality may soon be introduced, and the features and service cost advantages it provides will pose a direct competitive threat to Apple (AAPL.US) and Samsung Electronics. Even though Musk denies claims that a smartphone is about to be launched, the market clearly sees SpaceX as a potential disruptor in the hardware ecosystem. This lack of expectations has led to a rapid shift of capital from traditional telecom stocks to satellite technology stocks.

In the long run, Starlink plans are trying to restructure the market boundaries of US telecom operators through vertical integration of spectrum resources. The acquisition of low-band spectrum not only solved the physical bottleneck of signal penetration, but also established the legality of operation independent of terrestrial networks at the regulatory level.

Despite traditional operators fighting back, citing technical limitations and regulatory barriers, sharp fluctuations in capital markets suggest that investors have begun to re-evaluate the potential of satellite mobile communications to replace traditional cellular networks. As the deployment of 15,000 MSS devices progresses, and potential smart terminal competition, the competitive landscape of the US telecom market is evolving from a simple land coverage dispute to a multi-dimensional game where space and space are integrated.