Reddit Posts
Will TMUS VZ or T buyout LUMN or will private money?
Another insider at LUMN bought up more shares I wonder why?
Will $TMUS buy Lumen Technologies to compete with $VZ and $T?
$DISH "Boost Wireless" + $AMZN Prime will re-define the future of wireless. Huge call option buying over the past few days. 🐳🔮
$DTSS 5 day chart is beautiful, steadily moving towards $1.50 just like the analysts video outlined Saturday
BUY Rating for $DTSS assigned by Yahoo! Finance Analysts- with $1.50 LOW Price Target -current price $1.04
Datasea, How 5G Technology Could Boost the Use of Artificial Intelligence
4/20 Yearly ASTS Update - Mixed bag or Future winner?
[Yearly Update #2] $ASTS, mixed bag but ultimate winner?
Check out my portfolio, let me know what everyone thinks. I’ve had these same stocks for 14 years now I’ve been in the market. 5600 shares of APPL, 4000 AMD, ORCL 2000, TMUS 562 shares, AMZN 2200, MSFT 1200.
TMUS ridiculous valuation? it's been hovering at ATH , 122 P/E while Verizon and ATT single digit P/Es
What are the chances the S&P500 is headed to 2400 over the next 18 months and are you prepared for it mentally?
Weird Finance 3.0: TMUS is most valuable telco worldwide and DTAG is on track to get a 100b$ market valuation... but where is the negative value coming from?...
Starlink has announced a Partnership with T-Mobile to provide service to cell phones in dead zones. IMO: TMUS and ASTS are the plays for tomorrow morning!!!
RIP NASDAQ 100 - Jim Cramer says investors should eye these three tech names in the Nasdaq 100
This is twice as much as I made all last year. V and TMUS leaps that I held through earnings, then sold.
Got a little over 1k left to YOLO, what should bet on?
TMUS call 2K-15K, best thing I did in 8 minutes, wife agrees
Gainz from earnings this week. 🐻 And 🦍 plays. 💪🏿
The debt in the value stocks is really putting me off from investing in them.
VZ -- and the search for pricing errors in the market
What a week! $400 -> $10k. LCID CHGG BBBY TMUS BIG DADDY JEFF
$400 -> $10k Thanks to LCID BBBY TMUS CHGG DADDY JEFF
Verizon(VZ) AT&T (T) T-Mobile (TMUS) are down 3 days straight Calling all Apes ….
MOST PESSIMISTIC TICKERS/CRYPTOS of this past week (8/30 - 9/3)
AT&T: the best value in S&P 500
7.8 million T-Mobile customer accounts have been breached that include customers' first and last names, date of birth, SSN, and driver's license/ID. $TMUS
Tickers with the most optimistic / pessimistic sentiment in this weekend's news coverage:
Opening 2 iron butterflies that seem to have no risk at all.
$SRMX Affiliated with Microsoft ( $MSFT ) & T-Mobile ( $TMUS ) Part 1
$SHEN - special dividend of $18.75 per share!!
Started a thread earlier and perhaps it may have been too conservative for this group. So if I may I’d like to ask people their best bets for July front the S&P 500. To be fair I’ll start the discuss with my picks: LUV, TMUS, PYPL, NFLX and FB.
One record-breaking stock can rally another 140%, chart suggests
T-Mobile possibly expanding in-house service and repair.
Fundamental & Comps Analysis for VZ, T, and TMUS. Fair value estimates included.
My Thoughts on T-Mobile ($TMUS)
$TMUS $EXPE $NIO might be worth a look before we head into the weekend👀
DTEGY Telekom and TMUS T-Mobile US vs. POAH Porsche and VWAG Volkswagen
Ok NOK! You've been making noise all 2021. With contracts with GOOG, MSFT, TMUS, AMZN and Now a 5G contract with T (ATT) Let the future be bright. Bravo Bravo Nokia!
Mentions
Jim Cramer says that because TMUS had good earnings, it will correlate with good AAPL results. We will see.
T mobile/TMUS...ER was a beat!!!
!p vm analyze the option chain of TMUS for me
VM analyze the option chain of TMUS for me
# 1. VZ — Verizon **Catalyst:** Earnings before open, Apr. 27 **Technical setup:** RVOL: 0.85 RSI: 41.46 Below 20D and 50D SMA, above 200D SMA **Options market:** Expected move: \~6.27% by May 22 May 1 weekly call IV: 45% Call/put ratio: \~2.2 calls per 1 put **Read:** Telecom boomer stock, but options are pricing real movement into earnings. Calls are noticeably heavier than puts. # 2. PSA — Public Storage **Catalyst:** Earnings after close, Apr. 27 **Technical setup:** RVOL: 0.85 RSI: 62.48 Above 20D, 50D, and 200D SMA **Options market:** Expected move: \~4.85% by May 15 30-day put/call OI ratio: 0.6433 Put/call volume ratio: 0.3870 **Read:** Price is strong and above major moving averages. Options positioning leans calls, but implied move is more moderate than the others. # 3. CDNS — Cadence Design Systems **Catalyst:** Earnings/webcast after close, Apr. 27 **Technical setup:** RVOL: \~1.15 RSI: 65.38 Above 20D, 50D, and 200D SMA Near the top of its 1-month range **Options market:** Expected move: \~11.49% by May 22 30-day put/call OI ratio: 3.7813 Put/call volume ratio: 7.1111 **Read:** This is the spicy one. Strong chart, but options are heavily skewed toward puts. Could be hedging, could be bearish positioning, could be earnings fear. Either way, IV says movement. # 4. UPS — United Parcel Service **Catalyst:** Earnings before open, Apr. 28 **Technical setup:** RVOL: 0.63 RSI: 62.59 Above 20D, 50D, and 200D SMA **Options market:** Expected move: \~8.71% by May 22 30-day put/call OI ratio: 0.2729 Put/call volume ratio: 0.7444 **Read:** Chart is in an uptrend and options positioning leans calls. Earnings before open means gap risk is high. This thing could move before most people finish their coffee. # 5. TMUS — T-Mobile **Catalyst:** Earnings after close, Apr. 28 **Technical setup:** RVOL: 1.22 RSI: 37.10 Below 20D, 50D, and 200D SMA **Options market:** Expected move: \~7.50% by May 22 May 1 weekly call IV: 58% Call/put ratio: roughly 1:1 into earnings 30-day put/call volume ratio: 17.746 **Read:** Weak chart, elevated volume, and a ton of put volume. Either traders are hedging hard or betting on more downside. This is not a calm setup.
These are the issues with FIG 1. They are still not profitable. With AI tools coming in their moat is eroded and pricing power is also eroded. Google can build something that does 80% of what figma does for 30% price. 2. Everyone in S&P uses it. Its a mature and saturated product. I dont see how it can keep going higher. Who are their new customers gonna be. 3. CEO buying is itself a weak signal. We saw NKE TMUS and ADBE (company not ceo) crash a lot despite CEO buying
T mobile/TMUS and TSLA🚀🚀🚀🚀
Anyone looking into TMUS? Downtrend definitely shown however bounce/reversal seems to possibly be in the near future
You see how communication stocks were doing well despite that? I’m holding TMUS shares right now. But the funny thing is, it just dropped 8 or 9 points from the moment I sold CSPs last week Wednesday. I coulda sworn we’d have a rough Thursday sell off with safe havens clinged to, but I guess people got more optimistic than they should have and bought up growth stocks.
It’s about time for my stable value holdings of TMUS, VZ, DTE.DE to see gains.
Bought a bunch TMUS for $186 on 1/23 after they announced a whole slew of layoffs on the 21st. Best performer in my portfolio this year 🙌
T-Mobile and Nintendo. Had Nintendo in 2017, held from $15 to $55 during Switch run up. Back in it again recently bought some at $8 and then kept buying more as the stock has been dropping on nothingburgers. Held TMUS around same period from 55$ -> $235
NFA. $VRT, KHC, TMUS, GFS, U- calls for Feb 20 2026 slightly OTM Any of these would be a good choice IMO. I am buying KHC feb 20 2026 22.5c and also $U Feb 20 2026 31c. Good luck https://preview.redd.it/d9jon0fblpig1.jpeg?width=772&format=pjpg&auto=webp&s=10971c17ee9fb3036baaf8c457cea94ddcb770ee
After that Trumprx reveal? UNH NFLX once Ellison and his piss baby son stop shorting it and sic'ing Ted Cruz on the real Ted I liked and bought MSFT at $420 so I like them more today, planning on selling right before/during the openai IPO I got in on $TMUS at $186/ea I think its still got room to grow at least 20% this year now that theyre laying off all their brick and mortar employees. All they did was call customer support and talk to them in front of you anyways. I was hoping $RDDT would drop to $100 or less so I didnt buy after watching them tank all week, theyre up $6 a/h so far, think I missed the boat there Idk just open a chart, pull up market caps >$100B, sort by RSI lowest to highest, and pick a real company with real consumer staples and a real moat and throw some money in. Market makers are going nuts right now after the silver Black Friday trying to squeeze speculators out before the big move and find some balance. Every idiot has been making money buying 2x leveraged ETFs on AI stocks with 400 PEs and no real product. Money's gonna either sit offsides with the dollar strengthening or move into consumer staples, industrial, communication, real businesses with real earnings and real consumer demand.
Telcos and cable are beat down (outside of TMUS) and I dont see AI replacing millions of miles of fiber anyone soon.
Finally got out of my TMUS bag today. Also managed to time aa BSX scalp perfectly. Eveerything else in my port ain't looking too good though. Trying to stay on the positive side though.
[TMUS Weekly Chart](https://www.tradingview.com/x/tMy3ghx0) I see some bullish divergence and it’s on support. Most I could still see it going down to is 168 but it may bounce from here. I’m actually gonna start DCAing into it as it looks like a great setup. So if you can hang on maybe a bit more I think it will pay off before long.
Why would you ever buy TMUS over T or hell even VZ.
Need out of my TMUS bags. Damn thing is just constant dilution.
Are they gonna take out T, TMUS and VZ from SPY and put in ASTS or am I high?
!Banbet TMUS 200 10d
Holy TMUS buying opportunity
I sold 5 shares of TMUS at $245 And 10 shares of Roblox at $51 :( To buy 10 shares of Apple at $173 I sold 20 shares of GameStop at $26 And 20 shares of Scholastic at $16.42 To buy 10 shares of Target at $91 I sold 5 shares of EA at $201 To buy 47 shares of Nintendo at $21(and it’s been hurting badly this month. Not even sure why when their numbers are good, but I suppose RAM fears are hurting it badly along with Japan shit economy) And bought 10 shares of META at $597 Also bought 25 shares of RKLB at $41 Just sold 10 shares of Palantir(had 70 at $8 and 20 at $22 for awhile) very recently at $189 to buy 15 shares of Netflix at $95. May hurt in the short term but Netflix feels quite cheap right now and with their rumors of wanting to buy EA, makes me think they have big plans to become an entertainment hub and not just streaming. Other purchases this year: * 20 shares of Intel at $20.42 * 9 shares of Nike at $72 * 5 shares of Google at $146 * 6 shares of AMD at 83 * 11 shares of Nike at $55
Amazon, Meta, Shake shack, toast, UNH, Merck, TMUS, deck, kdp, SOXL for the next couple weeks on technical breakout and China h200 deal.
Continuing to ride TMUS like Sea Biscuit
TLDR TMUS goes up. Not big ups, but enough ups that you can go to sleep well. I agree with most of OPs sentiment. TMUS free cash flow is at at 10 year peak. Expect easy returns, especially in a shaky 2026.
That’s exactly what happened. They put in the good face long enough to keep their new customers, then reverted back to the T-Mobile we all know and “love” No shares owed, but I did just switch my cell provider away from TMUS.
There is clearly an upside to TMUS. considering their growth has slowed and they have a bunch of debt, it can probably go up around 20% from here. Around the $240 mark. Has TMUS always had such low institutional ownership or are they dumping?
As a TMUS customer, they're feeling as bloated-costing as Verizon felt before I had switched to Sprint, which T-Mobile bought. Another upstart will come along, charge reasonable prices and start gobbling their business up like they did with Verizon. You're probably right in the short term based on TA but they're not a company I'd bet on for the long term.
TMUS is improving. They are more competitive in some areas than T or VZ. Ran comparable to a TMUS user. I fear that TMUS and direct to cell service for satellite will loose customers in 2027. Should Direct to cell be a motivator to leave TMUS
https://preview.redd.it/mh5qjqfbl07g1.jpeg?width=1206&format=pjpg&auto=webp&s=71da63bb5115858d55a9d13e96edf06ec4f6d901 What’s TMUS up to with this ad campaign lol
Quite amusing, yes. And don’t worry I will full port TMUS on monday.
I’ve been meaning to get into TMUS for a while now you may be onto something
I hope so. Telecoms look cheap right now across the board. I think TMUS looks the most bullish and likely the one to bring them up. I hope so. Positions in TMUS and T that could use some love.
Anyone else down 15% on TMUS? No? Just me?
Literally the fuel that caused TMUS to become what it is today
What are your thoughts on TMUS (T-Mobile)? Chart looks horrendous. A drop from 260 to near 200 now within a few months. Time to catch this knife?
Rest assured, Trump's planning to bomb T & TMUS soon as well.
Almost all high PE retail dropped at the end of the day LULU NKE CMG TMUS just to name a few
No doubt it’s a turnaround story, I’m just not buying it. Too much debt on that balance sheet and there are better opportunities out there in my opinion. I’d even rather put money in TMUS or DIS.
The last sentence is spot on. The media has been wrong on this. I looked at the actually earnings presentation and the TMUS share sales were mostly old. The total new cash generated since Sept 30 is $7.25B and SoftBank had only \~$23B standalone cash, which is historically low to mid level for them. Then there is $11.5B capacity for ARM margin loans. But in December they owe $22.5B + $6.5B for Ampere so $29B, and then in April 2026 they have to pay back or refinance the $7.5B bridge loan they took for the first closing. All in all, if they choose to pay back that bridge loan, they owe $36.5B by April and only $18.75B to fund it from known sources. I generally agree they need to sell more of their shares or take more loans against their shares to fill the gap. That's either ARM or T-Mobile. They sold a ton of TMUS this year already. Logic would dictate that they sell some ARM shares or take even more loans against their ARM shares.
Around \~240. Bought 2-3 years ago and was at \~1.75x my investment, decided to take the profit. Thing I'll say here is that lots of people will say shit about stocks - it's reddit man - a bunch of us here are just keyboard monkeys. Do your own homework, understand why you got into the stock, be clear on your exit plan, and keep monitoring how the company's performance tracks your thesis. If you're right, you make money - if you're wrong, use it as a way to learn. Curious to hear - why did you choose to invest in TMUS?
TMUS is pretty expensive (20+ PE) compared to VZ / T (\~8-9 PE). That sorta (?) previously did make sense given its customer growth rate but... if you think about it long term, TMUS succeeding = TMUS becoming like VZ / T (stable, boring companies). On the way there, it's PE should normalize (imo, go down) to its industry peers. This isn't a rapidly growing market where you can charge whatever you want - TMUS / VZ / T are fighting for their share of a pie that doesn't grow that much. At least that was my thesis when I dumped TMUS just after Buffett dumped his stake.
TMUS is not a growth stock. It's a value stock. The telecom sector is fully mature and dominated by the triarchy TMUS VZ and T. Whatever growth TMUS had was at the expense of VZ and T. That is not sustainable. VZ just got a new CEO who looks like a market share pugilist. T can shift that way at any time. So think value metrics. PE debt FCF etcetera. If you're looking at TMUS thinking growth metrics smack yourself in the head and stop it. What do the value metrics say? That TMUS is ok but not as undervalued as T and VZ.
Sold TMUS for BTC and BTI
AMZN down, MSFT down, COST down, TMUS down. Mariners lost. Calls on Seattle
!Banbet TMUS 240 3w
!banbet TMUS 240 3w
banbet! TMUS 240 3w
banbet TMUS 240 3w
I made 3k on UNH this week and lost 11k on TMUS. I hate tmobile🤮
T barely up for the year and TMUS even down… why do they even have this trash on the market LMAO
short-term technicals look really bad - so we expected it would drop a bit today. Might continue to drop through tomorrow and into next week - or could start to recover a bit. Last week, I estimated a drop that bottomed out around 200-205 (i.e., the -10% drop). At 210, there's potentially still some room to go, but this could be a good entry point for a long term hold (i.e., "don't time the market") I'm watching this too, since OP mentioned it and it does seem down at a fair price. Next quarter earnings are a do or die for TMUS. The expectations appear to be extremely high - I'm not sure why without doing more than a casual glance at the charts, but revenue is expected to jump 10-20% - and at $20B per quarter, that number is huge. If they *meet* these goals, price could rebound an equal amount - maybe 230-240? - not a bad gain for 3-4 months.
Is it a good play to bet on a 4.5 trillion dollar market cap company to leap to 6T practically overnight? If they absorb AMD, NFLX, IBM, CSCO, TMUS, and ARM in the next 2 weeks then you’ll profit.
Investors are reassessing growth expectations and The outlook is cloudy with Verizon and T becoming more aggressive on pricing. A PE of 21 is way too high in this sector. This is down from nearly 25 a year ago. Verizon and T are 8 to 9. Verizon’s stock has done nothing the past 2 years. It’s down 33% vs TMUS being up 108% over the past 5 years. Verizon’s new CEO will probably announce a new strategy to stop the stock fall which has been 11% the past 4 weeks. TMUS has a growth PE because it was taking market share in a mature market but the market is sensing a pivot. Their growth at the expense of T and VZ maybe over. I own VZ. It’s been a tough hold over the past few years but I add to my position when it falls below 40. The dividend yield of over 7% is very good but the new CEO and BOD could cut it to fund acquisitions and growth. It’s a tough sector if TMUS growth is about to get clipped its stock will get clobbered.
VZ/T/TMUS all down over the last 1mo/6mo. I didn't find any issue with the TMUS quarter, but people clearly selling down telecom broadly in recent months.
Sure. If you have the time, consider giving an update next week. Always interesting to see if my guesstimates hold true. From time of my comment to now, TMUS has entered what looks like a dead cat bounce - if so, we'd expect a peak around low 220's, followed by a larger drop in price tomorrow/next week. This is - of course - a pure *guesstimate* and shouldn't matter at all to long term holdings. Set a limit buy-in at what you consider a reasonable price (or sell a put) and forget about it.
All the telecoms are negative in recent months, it's not just TMUS. I'd think perhaps some concerns over the consumer - but looking at that TMUS earnings report at least - it's not that.
I think you should definitely stick to index funds and do paper trading for individual stocks until you have a better understanding of things. A quick look at Yahoo Finance shows that TMUS has basically flat earnings for the last few years. It's not a growth stock, just stable. But it's got a 20 PE and a sub-2% dividend. If you compare to other stable investments like treasury bills paying 4%+ right now, it's less reward for more risk. I don't see why anyone would own t-mobile over a number of way better investments. What was your thesis for investing here?
My TMUS put hedging got IV crashed. I’m not pleased >:(
TMUS bag holder checking in
How come nobody is talking about $TMUS, am I missing something?
ChatGPT recommended TMUS over IBM calls, and didn’t say it wasn’t financial advice.
Closed TMUS for 55% profit now instead of later.
Took long positions on GT and TMUS as well as BYND.
This is fucked ----> Barclays Double Downgrades [$ASTS](https://x.com/search?q=%24ASTS&src=cashtag_click) to Underweight from Overweight, Maintains PT at $60 Analyst comments: "In our last update, we increased our price target from $38 to $60 as we took a more constructive view on pricing; we found it supportive that TMUS/Starlink launched a text-only service for $10 per month and believe that AST products which will be richer (text, call, broadband) could see higher price points. Since then, the stock price has doubled from $48 to $95.7 per share. Positive news supporting the stock have been: 1. The confirmation by AST that the launches of its next-generation satellite (Blue Bird 2) will start in 2025 and that the plan to launch between 45–60 satellites by YE 2026 is unchanged despite recent delays, 2. The announcement of a final deal with Verizon to provide D2D services in the US, and 3. A successful test of its services with Bell Canada, which also announced plans to include paying D2D services for between $10–15 per month based on AST’s constellation (free for higher-end wireless plans). All these are positives but in line with our expectations and estimates. Our upside valuation points to a fair value of $125 per share, i.e., approximately +30% potential upside. This is based on a WACC of 10%. We believe such a WACC would reflect a much de-risked operating profile, but at this stage, AST only has five satellites launched. A second generation of satellites (45–60) is planned to be launched, but there is always a risk of further delay. Also, these satellites are significantly larger than the previous generation and untested in space. As such, we believe a higher WACC is appropriate at this juncture. We use WACCs of between 9.5%–12% for the satellite assets of Iridium and Viasat, which have constellations in place and generate meaningful revenues. Risks to our Underweight rating are: 1. Possible reports by TMUS/Starlink that their D2D services launched at end of July 2025 got a very material take-up of paying subscribers 2. A potential acquisition by a larger satellite/OTT player that wants to enter the promising D2D vertical inorganically 3. Market positioning: the short interest is elevated at approximately 16% of shares outstanding (source: Bloomberg), so any positive news could be magnified." Analyst: Mathieu Robilliard
PG and TMUS almost up a percent early premarket. Boys we are big time boned
ASTS needs the spectrum of VZ and ATT. The same as the service provided by Starlink and TMUS
I dumped most of my port into TMUS and GDX just trying to be safe from what looked like coiled VIX and literally was up a couple percent on the day
taking a risk on these beaten down babies SOFI TMUS FI GEHC they’ve got some recent hedge fund action
# Barclays Raises Price Target To $60 From $37, Sees Upside Case At $120 Per ShareBarclays Raises Price Target To $60 From $37, Sees Upside Case At $120 Per Share The analyst comments: "We update our estimates post 2Q25 results. While we lower our short-term estimates due to launch delays, our improved medium-term outlook leads us to raise our DCF-derived PT from $37 to $60/share. We find it supportive that TMUS/Starlink launched a text only service for $10 per month and believe that AST product which will be richer (text, call, broadband) could see higher prices points. Also whilst competition is rising in D2D, the fact that AST will not compete \[against MNOs\] on broadband (nor on mobile) should be a positive attribute for telecom operators that want to team up with a satellite operator. Our upside case is $120 p/s, which is based notably on a reduction of the cost of capital/expansion of multiples as the company delivers.
I feel your pain mine was TMUS, PLTR, MMND
TMUS, T, VZ all tanked on this news. Not sure how this effects their Oligopoly. I thought ASTS would be more effected.
Yeah, this post didnt age well. I honestly think it's an overreaction. Starlink getting spectrum doesnt change their technical issues. You'll notice TMUS, V, and T are all taking a giant shit, right alongside ASTS. This is due to fears that Starlink will attempt to become their own MNO.
Stock picking is a skill that can be developed over time. Develop a thesis for an industry that you think will change and iterate quickly and pick the main players that you think will sustain a competitive advantage in that industry. This is how you can find winners like NVDA, HOOD, TSLA, AMZN, TMUS, UBER.
I’m with the other guy sorta, it isn’t risk free but it really isn’t *that* outlandish to beat the market over time. There are some pretty obvious loser companies and weeding just some of those out will put you ahead. For example a quick glance at top 100 by weight (of spy), some companies I wouldn’t touch for long term outperformance: T-Mobile- ranked 29, no revenue growth over 3 years (actual decent margin expansion tbf), low dividend compared to peers, more expensive compared to peers, and a telephone company which just are kinda lame nowadays UNH - ranked 30, may be closer to a value now but historically expensive and shitty company. Highly hated by their customers. Lots of societal pressure against health insurance and their increasing rates, potential legislative issues, rising competition with a shift away from shitty insurance. I think it may be decent over 5 years, but I’d never buy it and for 10+ years I’m not sure I see a future where they can continue raising rates the way they have the last decade. WFC - ranked 33, but has long history of fraud, high debt, no growth over 5 years, expensive compared to peers, lower quality compared to peers, lower dividend compared to peers. I’d never buy this over other banks. T and VZ - 45 and 52, kinda similar to TMUS but cheaper and higher divs. They’ve been struggling and I don’t see their future getting much better. BA - 58, government won’t let the fail but doesn’t mean they’ll be a good investment. Like WFC they have a long history of poor management, quality issues, and financial stress. People may chase falling knives but why would anyone buy this company? Intel - 100, need I say more here? So there we have 7/100 companies that are dogshit, could also argue mag7 is very expensive and overweighted (like 30% of the etf). So could make your own mini etf excluding these crap companies and properly weight the mag7 likely causing you to outperform. Ofc it’s riskier, takes a bit more effort and you can’t just set and forget, ETFs change their holdings and sometimes you should too. I would advise anyone buying individual stocks to track your performance tho and make sure your risk adjusted returns are worth it, maybe check in every 5-10 years. Most people can’t beat the market, they’re too emotional or gamble, and should just buy ETFs. But the benefit of beating by just 1-2% over a lifetime is HUGE for those who can. For reference I just checked my returns for the last 5 years. I had a beta of 1.64, portfolio *risk adjusted* alpha of 151.82% with a sharpe ratio of 1.476. I don’t expect to maintain this rate of returns for my lifetime, but even half of my cagr for the next decade or two and I’ll be doing alright.
TMUS? So we buying phone bills now?
Honestly that's my reason. Thinking of doing the same for PGR and TMUS.
180bn valuation? They are going to be almost bigger than T, VZ and close to TMUS?
I’m in ASTS, and no SpaceX isn’t a serious competitor in broadband direct to device. I could give you over a hundred reasons why it makes more sense to invest in AST Spacemobile over SpaceX. In short they took some hasty shortcuts in design that prevent them from doing broadband and their proprietary technology doesn’t mesh well with Mobile Network Operators(MNO). AST is doing 120 Mbps per beam cell and Starlink is hoping to hit 14 Mbps with an STA waiver that could be revoked at any time in the future. AST cells are 2.5x smaller too meaning less users sharing that bandwidth which is better. They are aggressively acquiring DoD spectrum and have 50 of the world’s biggest MNO’s partnering with them (Starlink convinced only 7 with TMUS being the biggest). Look up “TheKookReport” if you want to research it efficiently.
I'm looking at the S&P map and literally can not see how this is green lol, no way TMUS and NOW carry hard enough... NVDA and the big boys barely offset TSLA
I’m glad my TMUS shares will no longer all be in the red if after hours holds up.
TMUS got room to move?