Group 1 - T-Mobile US Inc. is considered one of the most undervalued stocks to buy and hold for the next five years [1] - Srini Gopalan has been appointed as the new CEO, effective November 1, succeeding Mike Sievert, who will become Vice Chairman [2][3] - The leadership transition aims to ensure continuity while allowing Gopalan to guide the company's next chapter, particularly focusing on 5G expansion [3] Group 2 - Gopalan has significant telecom experience, having previously led Deutsche Telekom's German business before joining T-Mobile [3] - T-Mobile provides wireless communications services in the US, Puerto Rico, and the United States Virgin Islands [4]

Group 1: Market Overview - The market experienced volatility at the start of Q2 2025 due to heightened uncertainty from global tariffs, but later rebounded with a more lenient trade policy [1] - The composite return for Columbia Threadneedle Global Technology Growth Strategy was 25.11% gross of fees and 24.85% net of fees, outperforming the S&P Global 1200 Information Technology Index's return of 23.66% [1] Group 2: T-Mobile US, Inc. Performance - T-Mobile US, Inc. (NASDAQ:TMUS) had a one-month return of -6.33% and a 52-week gain of 16.81%, with a closing stock price of $237.42 and a market capitalization of $264.879 billion as of September 22, 2025 [2] - Quarterly earnings results for T-Mobile US, Inc. showed new subscriber metrics slightly below expectations, leading to a share price drop of about 10% during the quarter due to increased competition and elevated promotional activity [3] Group 3: Hedge Fund Interest - T-Mobile US, Inc. was held by 76 hedge fund portfolios at the end of Q2 2025, an increase from 75 in the previous quarter, indicating some level of interest among hedge funds [4] - Despite the potential of T-Mobile US, certain AI stocks are considered to offer greater upside potential and less downside risk [4]

Core Viewpoint - T-Mobile US, Inc. (NASDAQ:TMUS) is positioned as a high-growth mega-cap stock with strong operating cash flow growth and rising margins, indicating potential for new all-time highs in the near future [2] Group 1: Company Performance - T-Mobile US, Inc. has shown strong customer metrics and slightly outperformed the market despite a weakening U.S. consumer spending economy [2] - The management emphasized a focus on profitable industry-leading growth, assertive growth, and overall growth in the near, medium, and long terms during a recent presentation [3] Group 2: Shareholder Activity - Deutsche Telekom AG, a key shareholder, sold 136,080 shares of T-Mobile US, Inc. under a pre-arranged 10b5-1 trading plan, resulting in proceeds of approximately $33.7 million [1] Group 3: Company Overview - T-Mobile US, Inc. is a Washington-based company providing wireless communications services across the United States, Puerto Rico, and the United States Virgin Islands, and has been committed to delivering both value and experience since its incorporation in 1994 [4]

Core Insights - T-Mobile US Inc. is considered one of the most undervalued telecom stocks, with a recent acquisition of UScellular for $4.4 billion, finalized on August 1 [1] - The company has increased its annual run-rate synergy expectations from the UScellular acquisition by 20%, now targeting approximately $1.2 billion in synergies [2] - T-Mobile anticipates significant financial impacts from the acquisition, including ~$400 million in service revenue and ~$125 million in Core Adjusted EBITDA for Q3 2025 [3] Group 1: Acquisition Details - The acquisition of UScellular includes its wireless operations, customers, stores, and 30% of its spectrum assets [1] - The integration timeline for achieving synergies has been accelerated to approximately 2 years, compared to the initial expectation of 3 to 4 years [2] Group 2: Financial Expectations - The revised synergy target consists of ~$950 million in operating expenses and ~$250 million in capital expenses [2] - T-Mobile expects ~$100 million in integration costs and about $175 million in depreciation and amortization expenses related to the acquisition [3] - The acquisition is projected to impact T-Mobile's consolidated Postpaid ARPA by approximately $1.50 in Q3 2025 [3]