TMUS T-Mobile US Inc

$TMUS T-Mobile's leadership didn't stay quiet; CTO John Saw published a direct, detailed public pushback titled "Spectrum Alone Doesn't Make a Network" to dismantle the panic narrative: The Divestment Fact: Saw pointed out that the 800 MHz spectrum SpaceX just bought from Grain is the exact narrow 14 MHz slice that T-Mobile willingly dumped and divested because it was no longer central to high-capacity 5G strategy. The Bandwidth Reality: Even after spending billions on Grain, Starlink Mobile commands only ~80 MHz of total spectrum (much of it uplink-only), while T-Mobile operates nearly 400 MHz of combined low- and mid-band spectrum. The Infrastructure Reality: Saw emphasized that owning spectrum is just the starting line—building a viable consumer carrier requires tens of thousands of cell towers, massive fiber backhaul, and ground infrastructure that satellites alone cannot replace. 2. AT&T Leadership Dismissal (John Stankey, CEO) AT&T CEO John Stankey addressed the development directly, calling the idea of SpaceX replacing incumbent cellular networks unrealistic: Technological Constraints: Pointed out that low-band satellite signals cannot handle dense urban data demands or penetrate heavy commercial structures without extensive ground femtocells and fiber feeds. Regulatory Hurdles: Stressed that transferring and repurposing spectrum for commercial terrestrial mobile use requires rigorous FCC approvals and interference studies, which will take years rather than months.

$TMUS Elon is a great entrepreneur but buying this thin slice of Wireless Spectrum isn't going to derail these big Telecom companies. Bought some T-Mobile today even though I use verizon. Yeah, everyone is going to switch to SpaceX to an unproven Network immediately and run these companies out of business. Come on man! That will happen about as quickly as data centers floating in space. What an overreaction Gift buying more Monday morning and more call options out a few months. This stock was already beaten to a pulp just had to take another 20 points kicked to the nuts.. see you over 160 next week.

$TMUS $VZ $T Don't panic 😎 What business is next for Elon? Probably launching an energy drink like Logan Paul or starting a burger chain.

$TMUS Peak vs. Current Valuation: TMUS traded at $260–$270 in 2025. Entering under $150 means buying the business after a ~44% valuation haircut, without any structural degradation in their organic cash flow.

Thoughts: within the next two weeks it is likely that there could be more of a move towards safety (with AI cracks starting- like the recent revenue report from openai.). The tanking of $TMUS $T are a crazy overreaction to the $SPCX anmouncement. They are essentially safety and it could push these back up again due to their dividends. Careful to those out there playing the crazy chase game of hot potato with some of these AI valuations. I know you feel on top of the world, but be careful. $QQQ $SPY

$TMUS The 12% drop in T-Mobile ($TMUS) is algorithmic panic that collapses under basic physics and reality. In plain English: 1. The Panic: Reports claim SpaceX agreed to buy 14 MHz of 800 MHz spectrum from Grain[cite: 9]. Algorithms dumped telcos, fearing Elon Musk is launching a replacement cell carrier. 2. The Physics: 14 MHz is a garden hose next to T-Mobile’s 300 MHz river[cite: 9]. Satellites 300 miles up cannot blast data through concrete roofs. Narrow spectrum from orbit only supports emergency texts and voice—not 5G streaming. 3. The Tell: Cell tower stocks ($CCI, $AMT) surged 8%–13%. If satellites replaced towers, tower stocks would crater. Deploying spectrum requires ground towers. 4. The Rival: SpaceX sniped this asset from satellite rival AST SpaceMobile ($ASTS), not T-Mobile. TMUS is already SpaceX's partner. Wiping $25B off TMUS on an unverified leak is an absurd overreaction[cite: 4, 8]. This dip is an asymmetric buy. $SPY

$TMUS When your biggest bull hits "sell" the day you drop an "$8B game-changer," that’s not bad timing—it’s a vote of no confidence. Cathie Wood’s ARK trimmed SpaceX the exact day Elon hyped his 800 MHz buy. She sold for a reason: the math collapses. 1/ The Physics Wall: A phone transmits at 0.2W (a tiny LED). Punching through walls and 300 miles to orbit creates 180 dB of loss—1 quintillion times weaker. 0.2W can’t talk back from inside. Outdoor SOS works; indoor 5G broadband is dead. 2/ The CapEx Trap: $TMUS dumped this Sprint 800 MHz block to Grain for cash + 600 MHz to avoid billions in heavy tower CapEx. Grain flipped it to a spectrum-starved Elon for an $8B desperation tax. 3/ The Mirage: No carrier sells to a rival. Elon overpaid for 14 MHz of narrow backup nobody wanted, while facing a $50B+ ground-tower wall. Cathie trimmed because smart capital knows natural law always beats marketing hype. $TMUS is up; physics wins. $SPY $VZ $T $CCI

$TMUS Elon claiming Starlink’s 800 MHz buy creates a "major carrier" defies physics & market reality. 1/ CapEx & The Swap: $TMUS inherited 800 MHz from Sprint and dumped it. Deploying it meant billions in CapEx mounting heavy gear on thousands of towers for narrow bandwidth they didn't need. TMUS swapped it with Grain for cash + 600 MHz to expand existing 600MHZ gear with zero new CapEx. 2/ Desperation Premium: No carrier sells spectrum to a rival. This was the only nationwide low-band block available to buy. Elon paid an $8B desperation tax for an asset nobody else wanted. 14 MHz is an SOS backup, not a carrier. 3/ Shannon Limit: 14 MHz paired yields ~35–50 Mbps per beam. Shared across hundreds of sq miles, urban mobile broadband is mathematically impossible. 4/ Inverse-Square Law: A phone transmits at 0.2W. Overcoming ~180 dB path loss through concrete, glass, and 300 miles to orbit is impossible indoors. 0.2W can’t talk back from inside. $VZ $T $SPY $CCI

$TMUS A business generating $92B+ in revenue, ~$11.5B in clean profit, and $4.8B in quarterly free cash flow does not lose its long-term enterprise value because a headline hit the tape on a Friday options expiration session. have a good weekend see you Monday

$TMUS $T $VZ I think we’re going see a huge market disruption. Great chance for shorts and put options. Elon’s getting ready to turn the cell phone industry upside down.

$TMUS Been waiting for a dip like this to start a position in TMUS. The wait is over. I am finally now a proud TMUS shareholder (x3000)! Let's go!!

$TMUS 160 is the ceiling next week or Monday. Let’s print 200% and go on a vacay. Algo dumping giving us a nice entry. Once every decade for this stock. $SPY $QQQ

$TMUS will be 3-5% up in premarket on Monday. $SPY $QQQ Overreaction to the max. Tmobile ain’t going anywhere.

$TMUS starting a postion at $149 and change, I will be fine at $170 The narrative that dropped this was so far out! You think the democrats are going to allow phone and wifi bands to go through trees and buildings? 😂 😂

$TMUS I love fear! That’s how big money can be made. As for $SPCX they need to raise $500B of additional capital to meet their strategy of building 10 Gigs of data centers by end of next year! They just borrowed $40 B. They raised another $80 B in secondary. Good luck with the additional capital raises! apparently this $2.2 Trillion company expects an unlimited availability of capital!

$TMUS Musk sneezes, and everyone gets a cold. 😂 If it’s free, the communists have won. This new generation wants everything to be “free,” but capitalism is still the better alternative to the other ideas, like communism.The funny part is that this new generation can be anti-government while simultaneously wanting state-owned enterprises. 😂 If Musk’s vision actually became reality on a massive scale, the entity providing the service would ultimately have enormous influence over what gets produced, how much gets produced, and where resources are allocated.Capitalism will always beat out these crazy ideas. Here’s why: T-Mobile T-Mobile is backed by solid earnings growth and a rising dividend. 1. It currently offers an annual dividend of $4.68 per share, representing a yield of roughly 2.8%. 2. The average 12-month analyst price target is around $241–$247. That would represent roughly an $80-per-share increase based on the current valuation.

$TMUS no reason for the sell off the market makes no sense . If it don’t recover Monday I’m out .

$TMUS scooped up some weekly calls for next week at rhe close. Might gap down again and wreck them but worth a shot

$TMUS open a starting long at $148/$149 Will add more next week if we dip more. 👇 > Spectrum is raw land, not the house: Holding radio frequencies means nothing without massive tower density, backhaul infrastructure, complex engineering, and constant optimization. > Context on 800 MHz: The low-band 800 MHz spectrum SpaceX acquired is a tiny sliver, a band T-Mobile intentionally walked away from because it doesn't offer the capacity needed for high-speed modern mobile networks. > The Satellite Reality Check: Direct-to-cell satellite tech is great for emergency text coverage and dead-zone fill-ins, but a narrow slice of low-band spectrum can't replace terrestrial cell sites for everyday high-bandwidth mobile data.

$TMUS Took quite a hit on Friday, down over 13% on the SpaceX news. It’s definitely a threat, but I can’t see things changing overnight. Wonder if the market’s overreacted a bit here. One to keep an eye on next week.