$T-Mobile US(TMUS)$ TMUS earnings are coming up on October 28th after market close. The stock was around 171 before Elon's announcement. He bought old 800MHz spectrum from GRAIN that nobody else wanted, the same spectrum TMUS dumped and sold for 2Bil along with far more valuable 600MHz licenses, to lower their capex on equipment for processing that 800MHz spectrum inherited from the Sprint takeover. SPCX will likely remain a niche play for rural areas, but it can't really compete in high density areas where signals need to penetrate dense concrete and other surfaces. TMUS earnings on October 28th. TMUS was around 171 before Elon's announcement. Cathie Wood sold into his announcement of the overpriced 8bil purchase of that spectrum.
$Advanced Micro Devices(AMD)$ Super Intelligence will eventually expand into personal assistants, personal robots, personal consultants, and professional assistants. It will become a ubiquitous device, much like an automobile, cell phone, or personal computer. AMD leads the market with Strix Halo 395max, an emerging platform for personal super intelligence. The market for super intelligence is comparable in size to the global automobile market.
$Advanced Micro Devices(AMD)$ This one looks headed to $700 sooner than later. The CPU super cycle has been building for a while, but the market keeps getting hung up on P/E.