$TMUS

3 theses
bullish 100%neutral 0%bearish 0%
Avg return (3m)
—
Win rate (3m)
— (0 resolved)

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

Recent theses

$TMUSr/ValueInvestingDiscussionbullish
u/According-Buyer6688 · 11d 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.

original post →
$TMUSr/wallstreetbetsYOLObullish
u/Comfortable_Mud_4477 · 11d 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.

original post →
$TMUSr/ValueInvestingIndustry/Sectorbullish
u/Gaius__Of__The_Julii · 12d 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.

original post →

End of results.