Jeff Kegan says Verizon’s (VZ) turnaround is gaining traction under Dan Schulman, but sees SpaceX (SPCX) and Starlink as a real long-term threat to traditional wireless. He expects satellite and land-based networks to increasingly work together, creating new competition and opportunities for Verizon, AT&T (T) and T-Mobile (TMUS) as the wireless industry enters another growth wave.