| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
T-Mobile is down amid SpaceX 5G hype, but satellite networks cannot deliver 5G reliably or quickly compared to fiber infrastructure. The author suggests accumulating on weakness.
Verizon is declining due to overblown SpaceX 5G concerns, but fiber and ground-based networks are superior for speed and reliability. The author advises buying the dip.
AT&T is dropping on unfounded hype about SpaceX 5G competition, but fiber and terrestrial networks have insurmountable advantages. The author recommends adding on the dip.
End of results.