Target Assets: Anterix Inc. (NASDAQ: ATEX) & NextNav Inc. (NASDAQ: NN) Date: May 20, 2026 Strategic Focus: Next-Generation Spectrum, Satellite D2D, and National Security Resiliency Grid 1. Executive Summary: The Core Thesis The macroeconomic demand for secure, un-hackable, and disaster-proof critical infrastructure networks has hit an inflection point. Following Big Tech’s recent multi-billion-dollar investments in low-band spectrum assets (such as Amazon’s landmark $11.57B deal with Globalstar), public equity markets are significantly mispricing the synergistic potential of…