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[@SJOldValueGuy](/creator/twitter/SJOldValueGuy)
"@Loonggamma Elon just said he would consider buying a carrier. $VZ is the cheapest one"  
[X Link](https://x.com/SJOldValueGuy/status/1980939980576075998) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-22T10:11Z 2385 followers, XXX engagements


"I think this call buyers trade will probably works short term. $TMUS has pulled back enough . Meanwhile The backdrop remains a favorable interest rates into next year with oil tame and a safety rotation that could fire up at any time. $XLP:SPY But medium term the biggest issue for the mobile 📱 carrier space . $TMUS is overvalued by multiple and keeps bottom fishing 🎣 on Adds by discounting to the cheapest $30-$35 value plans on mobile and FWA. .That approach often drives chop when expectations are not met. Market has to deal with the population headwinds 2026-2028. At some point it will be"  
[X Link](https://x.com/SJOldValueGuy/status/1980984638056087662) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-22T13:08Z 2385 followers, XXX engagements


"@palanTITTYbull1 @jam_croissant His last public comment was August as another 🪟 going to need some sort of policy error like a global trade war 😵💫 🔄 spin up. I am not convinced yields spike to 5.5-6%. His 💡 was a policy mix that takes rates to 6%. Driving the final crush to 4000s"  
[X Link](https://x.com/SJOldValueGuy/status/1939446318730186920) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-06-29T22:10Z 2381 followers, XXX engagements


"I 🤔 think its noteworthy that $FDX $UPS clearly were BOTH disrupted over the last X years by $AMZN. Yet from a shareholder perspective UPS has been 💩 and FedEX has sorta held on. . Important lesson for other markets if you are being disrupted 🧘 focus on the right customer mix that you want to defend. Not interested in owning either"  
[X Link](https://x.com/SJOldValueGuy/status/1979923733759324663) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-19T14:52Z 2381 followers, XXX engagements


"@Benzinga Ended up being timely $RSG"  
[X Link](https://x.com/SJOldValueGuy/status/1977862067169214488) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-13T22:20Z 2382 followers, XX engagements


"@BowTiedFeline If that plays out and oil tanks back to $30-$50 . Its a major buying opportunity. Supply in U.S. will collapse but with a lag. $COP patience"  
[X Link](https://x.com/SJOldValueGuy/status/1980296854551265646) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-20T15:35Z 2384 followers, XXX engagements


"@OpenAI Now you have created a product that can win 🏆 in terms of actual revenue. 👀 $Goog"  
[X Link](https://x.com/SJOldValueGuy/status/1980762763677863978) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-21T22:26Z 2384 followers, XXX engagements


"@facepalm195 @LongOnlyLarry $T $TMUs $VZ never sexy. Every other year. You are glad 😌 you bought them in dips. when we your defensive rotation inevitably plays out again As it has done for decades"  
[X Link](https://x.com/SJOldValueGuy/status/1980997689316954255) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-22T14:00Z 2384 followers, XXX engagements


"Could you buy a carrier more spectrum . Elon Not out of the question I suppose that could happen. $VZ keeps trading soft He would go for Verizon if anything. EM may very well be able to buy a large $VZ position or an insane 🤪 Space X $VZ merger mega x Twitter XXX deal. He has the connections in DC. $VZ $T $TMUS EM hesitates a little here bc he recognizes physics 🛰 require a blended solution with terrestrial networks to work in urban"  
[X Link](https://x.com/SJOldValueGuy/status/1980939365996994862) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-22T10:08Z 2385 followers, XXX engagements


"@LongOnlyLarry @facepalm195 I think its the uncertainty around Verizon seasonal weakness and fear of heightened competition in fiber/5g+. Long term I think they ultimately continue to find an Oligopoly equilibrium. $T $VZ $TMUS with pricing and bundling staying rational"  
[X Link](https://x.com/SJOldValueGuy/status/1980995568832020611) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-22T13:52Z 2385 followers, XXX engagements


"He is going to have to buy a carrier. $VZ cheapest one. $T $TMUS more expensive. or Partner. $TMUS has zero reason to agree to a buyout. Technically possible with $VZ very difficult. His current solution can work in rural areas providing better access including echostar spectrum. BUT Urban and suburban requires a layered approach across multiple frequencies low mid and high. Terrestrial spacing is 0.1-2km for the big three carriers. Space X LEO satellites are 340km up 🛰 . Signal will not work well inside even light residential buildings unless you just want to text and call. 📱 theyll end up"  
[X Link](https://x.com/SJOldValueGuy/status/1981056227942572316) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-22T17:53Z 2385 followers, XX engagements


"He gets a bad wrap bc he was in leadership roles during bear market tech in 2001 and 2022. These are completely random macro events outside any ceo control. People forget the growth he drove especially early. Certainly virgin mobile shows that he understands the basics of what xfinity mint or event t mobile are doing tactically. $VZ $TMUS $T"  
[X Link](https://x.com/SJOldValueGuy/status/1981338703147495853) [@SJOldValueGuy](/creator/x/SJOldValueGuy) 2025-10-23T12:35Z 2385 followers, XX engagements