A Sharp Selloff Changed the Price, Not Yet the Cash Flow T-Mobile US, Inc. (NASDAQ:TMUS) fell 13.2% on October 9 after SpaceX announced an approximately $8 billion agreement to acquire nationwide 800 MHz spectrum licenses. The selloff raises a valuation question: how much should investors discount a carrier generating substantial recurring cash flow for competition that could take years to materialize? The low-band spectrum strengthens Starlink Mobile's ambitions, but regulatory approval and significant infrastructure investment remain obstacles. JPMorgan consequently saw limited immediate competitive risk, despite acknowledging SpaceX's longer-term potential. T-Mobile ranks fifth among the 10 best undervalued stocks to buy now according to Reddit.
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