Who mentions $TMUS most on Surfaced?

@stocksavvyshay (Shay Boloor) mentions $TMUS most — 4 mentions in the past 12 months.

When was $TMUS first mentioned on Surfaced?

The earliest tracked mention of $TMUS in the Surfaced archive was on Feb 11, 2026.

How many voices track $TMUS?

8 FinTwit voices have mentioned $TMUS 12 times in the past 12 months.

What kind of voices mention $TMUS most?

$TMUS is mentioned most by Long Research voices on Surfaced.

$TMUS — FinTwit mentions on Surfaced

Recent mentions

12 mentions

@stocksavvyshayJun 26, 2026 · 12:35 PM

$SPCX is reportedly considering a direct-to-consumer Starlink mobile service in the U.S., which could put it in direct competition with $VZ, $T and $TMUS. SpaceX is trying to move beyond carrier partnerships and turn Starlink into a full consumer connectivity platform. https://t.co/zdY90zGnYT

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@investmentguru_Jun 25, 2026 · 6:47 PM

$SPCX COULD BUY T-MOBILE $TMUS IN PITCH TO TURN STARLINK INTO GLOBAL CONNECTIVITY PLATFORM - SA TD COWEN SAID IT THINKS:

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@stocksavvyshayJun 25, 2026 · 6:20 PM

TD Cowen says $SPCX could eventually look to buy $TMUS as it tries to turn Starlink into a global connectivity platform. The idea is that SpaceX could combine Starlink’s satellite network with T-Mobile’s wireless footprint to build a full-stack consumer connectivity business. https://t.co/Q0LgY3NWHa

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@bullofbritainMay 25, 2026 · 4:30 PM

$IQE earnings in 3 days. No one realises this company is quietly frontrunning the hidden layer of the 6G capex build-out " $NVDA and Global Telecom Leaders Commit to Build 6G on Open and Secure AI-Native Platforms " 6G is the next big telco capex cycle and everyone else seems to be focusing on Physical AI. The supply chain - Tier 4 Operators: $BT, $DT , $TMUS , $SKM - Tier 3 OEMs: $NOK, $ERIC, Samsung Networks - Tier 2 Chips: $MTSI, $QRVO, $LITE - Tier 1 Wafers: $IQE Why IQE is the biggest Photonics beneficary of 6G > IQE manufactures epi wafers for all four of the III-V families (GaAs, InP, GaN, and GaSb), with both MOCVD and MBE capabilities. > That breadth matters here because the 6G frontend doesn't use one material, it uses several layered together, and IQE is the only independent supplier that can sell into all of them from one footprint. > In April 2026. $MTSI led an £81M investment into $IQE. That is 83% of IQE's annual revenue. > Their telecom is up +41% YoY in FY25. We know this for a fact. That wafer demand prints onto future quarters.

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@itsmichaelluuMay 23, 2026 · 4:11 PM

My girlfriend says she'll buy and hold $SPCX like marriage when it IPO on June 12. She'd have $40,000,000 if she held $NVDA since its IPO with $10,000. There's 10 stocks with direct SPACEX partnerships: 1. $SATS — EchoStar The most direct SpaceX proxy. Sold spectrum licenses to SpaceX in a $19.6B deal and received an $8.4B SpaceX equity stake in return. Buying SATS = buying pre-IPO SpaceX exposure with a public ticker. 2. $TMUS — T-Mobile SpaceX partnership delivers Starlink Direct-to-Cell coverage across 500K+ square miles of dead zones no special hardware needed. Guides $77B in service revenue and $37–37.5B EBITDA for 2026. Most financially dominant carrier riding the Starlink wave. 3. $FLTCF — Filtronic (OTC / AIM: FTC.L) Pure-play SpaceX hardware supplier. Five-year supply agreement with SpaceX; revenue more than doubled to £56.3M in FY2025 with £13.4M operating profit. Landmark £47.3M contract to supply next-gen GaN E-band amplifiers for Starlink cumulative SpaceX contracts now exceed $115M. Biggest hidden gem on this list. 4. $GOOGL — Alphabet Owns ~7.5% of SpaceX worth tens of billions at SpaceX's $1.75T IPO valuation. When SpaceX lists, Alphabet's balance sheet gets a massive mark-up. Sleeping SpaceX exposure inside a mega-cap. 5. $LUNR — Intuitive Machines Guiding 2026 revenue of $900M–$1B nearly 5x trailing revenue from NASA lunar contracts that rely on SpaceX Falcon 9 as the launch vehicle. Every LUNR mission = a SpaceX launch. Growth is structurally tied to SpaceX cadence. 6. $RKLB — Rocket Lab NASA formally partnered Rocket Lab alongside SpaceX for test flights and reusability research. FY2025: $602M revenue, 44.3% non-GAAP gross margins, $1.85B backlog. Also benefits directly from any SpaceX IPO-driven capital surge into the sector. 7. $FLY — Firefly Aerospace Q1 2026 revenue $80.9M (+40% QoQ), full-year guidance $420M–$450M. Blue Ghost lunar lander launches on SpaceX rockets. Both compete together on Golden Dome contracts operationally intertwined. 8. $TSLA — Tesla SpaceX and xAI bought ~$650M in Tesla goods in 2025, including $506M in Megapack battery systems. Tesla is effectively a major SpaceX supplier. The Musk ecosystem cross-transaction flows are now publicly disclosed and massive. 9. $WKEY — WISeKey (parent of $LAES) WISeSat has launched multiple satellites aboard SpaceX Falcon 9 Transporter missions, with the latest embedding SEALSQ's QS7001 post-quantum chip into LEO. SpaceX is their exclusive launch partner — every new satellite = another SpaceX contract. 10. $RDW — Redwire Q1 2026: $97M revenue (+57.9% YoY), record $498M backlog, 1.92 book-to-bill ratio. Builds in-space hardware that rides aboard SpaceX launches for defense and commercial customers. Winning large IDIQ defense contracts alongside SpaceX. ♻️ RESHARE this post and make 1 comment for my list of 1000% movers like $ASTS and $IONQ.

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@kawzinvestsMay 21, 2026 · 1:42 PM

$NOK is turning cell towers into mini data center nodes by installing $NVDA GPUs directly into its AI-RAN base stations. A factory robot cannot wait 200 milliseconds for a cloud server. So instead of routing that decision back to a centralized data center, you run the inference at the tower. $TMUS was the first US carrier to pilot it. $NVDA's Jensen Huang said it himself on last night's call. "every single base station, every single radio network would become an AI-powered radio network." Very interesting tech coming out of $NOK. $NOK $NVDA $TMUS $DELL

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@stocksavvyshayMay 14, 2026 · 11:05 AM

$ASTS is backing a U.S. carrier satellite-connectivity venture with $T, $TMUS & $VZ to help close mobile coverage gaps nationwide. The goal is direct-to-smartphone satellite service without extra hardware with AST positioning itself as a key space-based connectivity layer. https://t.co/gitqLbMrUd

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@stocksavvyshayApr 25, 2026 · 11:43 AM

SPACEX ECOSYSTEM CHEAT SHEET A ~$1.5T SpaceX valuation forces the market to start pricing the full connectivity, infrastructure & supply chain layer tied to the space economy: Launch & Space Infrastructure • $RKLB builds launch vehicles, spacecraft systems and orbital infra with a ~$1.9B backlog, 87 missions completed, Mynaric bringing laser comms in-house and FY2026 guidance of ~$885M making it the most complete vertically integrated small launch platform outside of SpaceX. • $FLY completed the first successful commercial Moon landing, grew FY2025 revenue 163% to ~$160M, is guiding to ~$440M in FY2026 revenue and has a ~$1.4B backlog while $NVDA & SciTec’s lunar AI module partnership expands the story beyond launch into space data and AI infrastructure. Direct-to-Device & Communications • $TMUS is partnering with SpaceX on D2C through Starlink while $T & $VZ are backing AST as the competitive alternative. • $QCOM enables satellite-to-device connectivity through modem & RF integration across both the Starlink-T-Mobile and AST carrier ecosystems. • $ASTS is building broadband directly to unmodified smartphones with FCC clearance for 223 additional satellites, 45+ MNO agreements, $1B+ in contracted revenue, $65M in $VZ prepayments & BlueBird 8–10 ready to ship within 30 days. Partners & Commercial Integration • $SATS provides spectrum access & satellite communications infrastructure through assets tied to SpaceX’s spectrum push. • $PL delivers geospatial intelligence with launches tied to SpaceX while defense & intelligence growth across NATO, NRO, NASA & the Missile Defense Agency validates Planet as a serious defense intelligence asset. • $AMZN is shifting from competitor to partner across satellite and cloud layers through Amazon Leo, Globalstar assets & massive AWS AI infrastructure commitments with the broader SpaceX/xAI ecosystem running on the same generation of compute demand.

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@kawzinvestsApr 9, 2026 · 8:21 PM

Nvidia paid $6.01 per share for 2.9% of $NOK in October. Nokia is now at $9.55 I was at GTC and met with some of the Nokia exec team. What they described changes how you think about what a cell tower actually is. Jensen Huang called it "Robotic AI Radio." The idea is simple: a factory robot cannot wait 200 milliseconds for a cloud server to process its next move. So instead of sending that data back to a centralized data center, you run the inference directly at the cell tower. Every tower becomes a distributed AI compute node. $NOK is deploying $NVDA RTX PRO 4500 Blackwell GPUs directly into its AI-RAN base stations to make this possible, running on $DELL PowerEdge servers. $TMUS was the first US carrier to pilot it. There are roughly 100,000 distributed network sites worldwide with enough spare capacity to add over 100 gigawatts of new AI compute over time. Nokia is the western vendor building the software stack that runs on top of Nvidia's hardware to make those sites intelligent. Nokia's acquisition of Infinera gave it 800G ZR coherent pluggables at exactly the moment hyperscalers started treating optical backbones as AI infrastructure, not telecom infrastructure. $CIEN is seeing the same demand and just guided $5.7 to $6.1 billion in revenue for fiscal 2026, up nearly 24%. $NOK Optical Networks grew 17% in Q4 2025, with €2.4B in hyperscaler orders for the full year. Management is targeting €3.1 to €3.7B in operating profit by 2028, up from just over €2B in 2025. The RAN market alone is projected to reach $200B by 2030. Nvidia did not buy into Nokia because they needed the equity exposure. They bought in because they needed the distribution.

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@pelositrackerMar 18, 2026 · 4:58 PM

Two years ago, @QuiverQuant launched the Trump Donor Portfolio on Autopilot It tracked which companies' employees donated the most to Trump's Campaign & since launch, the thesis worked: Trump Donors: +41.8% S&P 500: +17.4% Here's the full positions & how you can trade alongside 1. Micron $MU - up 125% 2. Caterpillar $CAT - up 35% 3. Lockheed Martin $LMT - up 32% 4. Google $GOOGL - up 22% 5. Next Era Energy $NEE - up 9% 6. Union Pacific $UNP - up 8% 7. Altria Group $MO - up 22% 8. Comcast $CMCSA - down 2% 9. Apple $AAPL - down 3% 10. Amazon $AMZ - down 4% 11. T Mobile $TMUS - down 6% 12. Palantir $PLTR - up 269% 13. Meta $META - down 15% 14. Booz Allen $BAH - down 22% 15. Microsoft $MSFT - down 24% The inception of the portfolio was on 11/4/24 To date, 2,262 Americans have Autopiloted $5M+ alongside the portfolio See follow on tweet to learn more

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@kerrisdalecapMar 18, 2026 · 1:06 PM

With ~$750m of $VZ and $TMUS proceeds by 3Q (~$6 per $TDS share), the next catalyst is sale of the remaining C-Band (~$10 per share), expected to be monetized by late 2026/early 2027. 2/6

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@ftr_investorsFeb 11, 2026 · 2:56 PM

$TMUS $DUOL T-Mobile introduced real-time AI translation for phone calls across 50+ languages, built directly into its wireless network 🗣️💬 Shares of Duolingo fell about 5% in premarket trading. How big is the moat of Duolingo? 🤔 https://t.co/hmi7rshJGu

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