ERIC vs TMUS

Telefonaktiebolaget LM Ericsson, previously assessed with a colossal market cap, is now realistically valued at approximately $46.26B (based on current price $13.72 and 3.37B shares outstanding). This significantly alters its 10x growth potential within 3-5 years, making it more plausible, though still challenging for a large-cap. The company maintains a strong competitive position in the essentia...

T-Mobile US remains a dominant force in the highly mature, capital-intensive U.S. telecommunications market. While it continues to execute strongly on 5G leadership, postpaid subscriber growth, and expansion into fixed wireless access (FWA), its sheer size (mega-cap $212B) and the inherent dynamics of the industry fundamentally limit its potential for a 10x return within 3-5 years. The Total Addre...