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
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?
I just need TMUS to magically open at $225 tomorrow for some profit
If Googs could reach $195 and TMUS hold at $240, I might finally be able to buy a case of walmart brand distilled water!
Told you fuckers $TMUS
Got TMUS puts feel free to inverese
Pity for GoPro, though. And can TMUS pump hard so I buy a put?
TMUS is going to pump sooner or later
TMUS and AAL calls 🙏
AT&T gives amazing earnings and stock tanks. VZ went up, so TMUS... flat?
Someone just bought 1.383M shares of TMUS immediately AH? Am I seeing that right?
Anyone else playing TMUS?
What’s your expectation on TMUS?
Going calls on TMUS!
I don't do options. I own shares. I own TMUS and I think the price will go up after earnings tomorrow.
If TMUS announces the US Cellular buy out at earnings, do they pop? How hard?
SAP, GOOG, TMUS, HAS calls Puts on everyone else idk
Yes, yes, I am. Peter Lynch also gives this advice and I bet he's done better in the market than you and I. I bet he's spent money on streaming services. How has Netflix done in the last year? He probably spent money on his phone. T, VZ, TMUS, AAPL, KRW aren't all terrible choices. He'll be way more invested (get it?) in a product that he uses over SGOV or an index fund. To be a successful investor, you need to have passion for it. No one has passion for an index fund. At this point it's ok if he loses money as long as HE LEARNS something along the way.
TMUS : T-Mobile price target changed from 265-280 ( Morgan Stanley upgrade ) News breaking of possible Powell firing ( scary to the market ) People will want a safe haven stock which will be unaffected with the firing. Not to mention the DOJ department dropped the acquisition of Us Ceulluar. DOJ ends probe into T-Mobile's $4.4 billion merger 2 days after the company committed to end DEI policies Could be a very bullish thing for this company
Any thoughts about TMUS next week? Seems oversold after last earnings
TMUS: buy low sell high https://preview.redd.it/sfjkiuc0dkdf1.png?width=685&format=png&auto=webp&s=5c7bb7e429b58627cc68c29f8aa718ea77600451
TMUS stock already up .97 cents in overnight trading is legit the most bullish thing I've seen. They are a monopoly in cell phones/ best coverage in the USA, MERICA!
TMUS price target changed from 265-280 from Morgan Stanley, double bottom on 6 month. Now trading above 10 day SMA... Looks prime to rip from 232-235 range, fill the gap then bullish uptrend! [DOJ Ends T-Mobile Probe 2 Days After Company Commits to End DEI - Business Insider](https://www.businessinsider.com/justice-department-closes-t-mobile-probe-uscellular-dei-policies-2025-7)
TMUS price target changed from 265-280 from Morgan Stanley, double bottom on 6 month. Now trading above 10 day SMA... Looks prime to rip from 232-235 range, fill the gap then bullish uptrend! [DOJ Ends T-Mobile Probe 2 Days After Company Commits to End DEI - Business Insider](https://www.businessinsider.com/justice-department-closes-t-mobile-probe-uscellular-dei-policies-2025-7)
TMUS price target changed from 265-280 from Morgan Stanley, double bottom on 6 month. Now trading above 10 day SMA... Looks prime to rip from 232-235 range, fill the gap then bullish uptrend! [DOJ Ends T-Mobile Probe 2 Days After Company Commits to End DEI - Business Insider](https://www.businessinsider.com/justice-department-closes-t-mobile-probe-uscellular-dei-policies-2025-7)
TMUS opens at 235 tomorrow and a green crayon is shoved up my nose !
Looks like BABA 2.0 same identical chart: TMUS https://preview.redd.it/0pfgb8nxpadf1.png?width=775&format=png&auto=webp&s=c54678f54c425cbadeff184095791e0add6ad0c3
Triple bottom TMUS upgrade from Morgan Stanley today 265- 280 : likely 232-235 end of week https://preview.redd.it/lyg7wjlfnadf1.png?width=902&format=png&auto=webp&s=eabe4b635d6a4ef34b527aa14765785d027c2f4d
TMUS price target changed from 265-280 from Morgan Stanley, double bottom on 6 month. Now trading above 10 day SMA... Looks prime to rip from 232-235 range, fill the gap then bullish uptrend! [DOJ Ends T-Mobile Probe 2 Days After Company Commits to End DEI - Business Insider](https://www.businessinsider.com/justice-department-closes-t-mobile-probe-uscellular-dei-policies-2025-7)
TMUS price target changed from 265-280 from Morgan Stanley, double bottom on 6 month. Now trading above 10 day SMA... Looks prime to rip from 232-235 range, fill the gap then bullish uptrend! [DOJ Ends T-Mobile Probe 2 Days After Company Commits to End DEI - Business Insider](https://www.businessinsider.com/justice-department-closes-t-mobile-probe-uscellular-dei-policies-2025-7)
TMUS : T-Mobile price target changed from 265-280 ( Morgan Stanley upgrade ) News breaking of possible Powell firing ( scary to the market ) People will want a safe haven stock which will be unaffected with the firing. Not to mention the DOJ department dropped the acquisition of Us Ceulluar. DOJ ends probe into T-Mobile's $4.4 billion merger 2 days after the company committed to end DEI policies Could be a very bullish thing for this company
TMUS price target changed from 265-280 from Morgan Stanley, double bottom on 6 month. Now trading above 10 day SMA... Looks prime to rip from 232-235 range, fill the gap then bullish uptrend! [DOJ Ends T-Mobile Probe 2 Days After Company Commits to End DEI - Business Insider](https://www.businessinsider.com/justice-department-closes-t-mobile-probe-uscellular-dei-policies-2025-7)
TMUS, looking to fill gap between 232-235 before earnings 7/10 last Q's ran up 7-12%