T Mobile US Could Be 33% Below Fair Value Following The SpaceX Spectrum Deal

T-Mobile US (TMUS) has been in focus after the stock fell 13.2% on October 9, following SpaceX's approximately US$8 billion deal for nationwide 800 MHz spectrum licenses. T-Mobile US has seen momentum weaken over 2026, with the share price down 20.44% year to date and the one year total shareholder return down 26.29%, even though the three and five year total shareholder returns of 16.90% and 43.92% point to a much stronger longer run. Scan beyond T-Mobile US to see how other telecom and AI infrastructure plays are setting up right now with our handpicked 55 AI infrastructure stocks. The slide in T-Mobile US now forces a blunt question.