Hold VZ by Jul 26, 2026.

Been looking at Verizon going into earnings and honestly, this doesn’t feel like a typical “beat or miss” setup at all. EPS will get the headline, sure, but I don’t think that’s what’s actually going to move the stock. What I’m more focused on is how the whole Frontier + fiber expansion story is playing out alongside their debt situation. Fiber is clearly the right direction long term, especially with data demand only going one way, but it’s not cheap …