AT&T(T) Seeking Alpha·2025-01-29 10:05Earnings Performance - AT&T reported better-than-expected earnings for the fourth quarter, driven by strong free cash flow and healthy subscriber momentum in the core broadband business [1] - The company also saw sequential improvements in fiber average revenue per user, which is a key performance indicator [1] Portfolio Focus - The analyst's portfolio is focused on high-risk, high-reward situations, primarily in the technology markets [1] - The portfolio includes early investments in Bitcoin and is concentrated in companies with asymmetric long-term upside potential [1] - Top holdings in the portfolio include Bitcoin, Tesla, Google, Amazon, and Nvidia [1] Analyst's Position - The analyst holds a beneficial long position in AT&T (T) and Verizon (VZ) through stock ownership, options, or other derivatives [2]