T-Mobile US, Inc. (TMUS) Is A Top Stock In Billionaire Jeffrey Talpins’ Filings

Telecommunications elephantine T-Mobile US, Inc. (NASDAQ:TMUS)'s shares are down by 25.3% implicit the past twelvemonth and by 11% year-to-date. The past mates of months person been thing but eventful for the steadfast owed to its concern with SpaceX. Soon aft SpaceX listd its shares for trading, connection started to dispersed that the steadfast mightiness person to get T-Mobile US, Inc. (NASDAQ:TMUS). One specified study came from TD Cowen, with expert Gregory Williams suggesting connected June 25th that the bearer would beryllium the archetypal prime for SpaceX for an acquisition should the abstraction networking steadfast determine to marque specified a move. The adjacent day, connected the 26th, a Reuters study suggested that SpaceX had told investors that it planned to motorboat a retail mobile work done Starlink. Between the 26th and 30th, T-Mobile US, Inc. (NASDAQ:TMUS)'s shares dropped by 8%.

Another report, from The Wall Street Journal, suggested that Deutsche Telecom mightiness beryllium funny successful a merger with T-Mobile US, Inc. (NASDAQ:TMUS). Deutsche is already a bulk shareholder successful the telecommunications company.

Carillon Eagle Growth & Income Fund discussed T-Mobile US, Inc. (NASDAQ:TMUS) successful its fourth 4th 2025 capitalist letter:

"T-Mobile US, Inc. (NASDAQ:TMUS) lagged amid uncertainty surrounding the strategical absorption of 1 of its largest competitors. A caller CEO astatine the competing institution appears to person a much assertive posture, which could unit nett subscription additions for T‑Mobile. However, successful humanities times of elevated switching behavior, T‑Mobile has tended to summation marketplace stock owed to its well‑established worth proposition."

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