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CCI — Crown Castle (context symbol; not in TRAI universe)
_Last updated 2026-10-23 11:00 ET from report. Screening/research, not investment advice._
Business
US tower REIT that leases space on ~40,000 US cell towers to carriers (Reuters via Investing.com, 2026-10-22).
Catalysts, guidance & news
- 2026-10-21: on the Q3 call, CEO Christian Hillabrant said Crown Castle is talking to "all parties" when asked about SpaceX/Amazon leases (Reuters via Investing.com).
- 2026-10-22 AMC: Bloomberg reports that SpaceX is in talks with tower companies, including Crown Castle, for ≥80,000 US sites (same source).
- 2026-10-23: opened +15.5% and was +10.2% at ~11:15 ET (Yahoo). The 252-day residual vs SPY and Δ10y is +10.5%, z +5.0 (quick check, Yahoo daily; report §8). That CCI's US-only exposure explains its outperformance vs AMT is whiggity's interpretation, unsourced.
Linkages
- Moves inversely to carriers on SpaceX news. A rate-sensitive REIT (negative beta to Δ10y in the 252-day fit). Not in TRAI's universe, so there is no TRAI correlation data. See proposal S-019.