$TMUS

5 theses

bullish 100%neutral 0%bearish 0%

Avg return (1m)

+0.4%

Win rate (1m)

50% (2 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 29, 4:01 PM ET

$TMUSr/ValueInvestingDiscussionbullish

u/According-Buyer6688 · 23d ago2 prior · awaiting results

T-mobile, Verizon and AT&T - is the market reaction right?

The market overreacted to SpaceX's satellite news. SpaceX faces years of regulatory hurdles and massive capex requirements, and the economics of direct competition are weak. Partnership makes more strategic sense, and Musk's track record of abandoning projects suggests the telco threat is overstated.

At post $151.87Now $147.29-3.0% since postedas of Oct 29, 4:01 PM ET

1d—

3d+1.2%

1w+4.8%

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6m—

1y—

original post →

$TMUSr/wallstreetbetsYOLObullish

u/Comfortable_Mud_4477 · 24d agono track record yet

“30 contracts (doubled down)”

TMUS YOLO - such an overreaction

TMUS has experienced an overreaction and is expected to reach 156 next week. The author took a leveraged position, doubling down to 30 contracts before exiting profitably.

At post $148.58Now $147.29-0.9% since postedas of Oct 29, 4:01 PM ET

1d—

3d+2.2%

1w+7.1%

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3m—

6m—

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$TMUSr/ValueInvestingIndustry/Sectorbullish

u/Gaius__Of__The_Julii · 24d ago2 prior · awaiting results

T, VZ, TMUS all are dropping big time. Elon Musk is hyping SpaceX as they head into the share lockup ending. This is 2017 robo taxi all over again.

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.

At post $148.58Now $147.29-0.9% since postedas of Oct 29, 4:01 PM ET

1d—

3d+2.2%

1w+7.1%

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6m—

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$TMUSr/ValueInvestingDiscussionbullish

u/ConsequenceFar2096 · 46d agono track record yet

Thoughts in TMUS?

T-Mobile beat earnings and revenue in Q2 with steady subscriber growth and an active buyback program. The stock is down 38% from its high, presenting a potential value opportunity for quality at a discount.

At post $166.45Now $147.29-11.5% since postedas of Oct 29, 4:01 PM ET

1d+1.0%

3d+1.0%

1w-0.7%

1m-4.4%

3m—

6m—

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$TMUSr/ValueInvestingDiscussionbullish

u/LectureForsaken6782 · 95d ago3 prior · 25% at 3mo

Looking at $TMUS as a value pick - looks good to me, Schwab, Morningstar, CFRA, and Argus but I want opinions

T-Mobile is a high-quality telecom compounder trading at a modest premium (19x P/E vs. 8-11x for AT&T/Verizon) with superior fundamentals: double-digit EBITDA growth (~10% YoY), higher ROE (~19%), 9.0% FCF yield, normalized CapEx, and aggressive capital returns through dividends and buybacks. The market rationally prices TMUS above legacy telecom peers, reflecting stronger operational execution and cash conversion post-Sprint integration.

At post $172.35Now $147.29-14.5% since postedas of Oct 29, 4:01 PM ET

1d-0.4%

3d-0.4%

1w+3.8%

1m+5.2%

3m-14.1%

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1y—

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End of results.