Verizon: The Valuation Makes No Sense

Earnings Performance - Verizon reported better-than-expected top-line results for its fourth fiscal quarter, meeting EPS estimates [1] - The company demonstrated strong customer acquisition momentum in its core broadband segment [1] Portfolio Focus - The analyst's investment strategy targets high-risk, high-reward opportunities, primarily in the technology sector [1] - The portfolio is concentrated on companies with asymmetric long-term upside potential, including Bitcoin, Tesla, Google, Amazon, and Nvidia [1] Analyst Position - The analyst holds a beneficial long position in Verizon (VZ) and AT&T (T) through stock ownership, options, or other derivatives [2]