5 Best Stocks to Buy According to Billionaire Jeffrey Talpins

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1. T-Mobile US, Inc. (NASDAQ:TMUS)

Element Capital’s Stake: $56.9 million 

Telecommunications giant T-Mobile US, Inc. (NASDAQ:TMUS)’s shares are down by 25.3% over the past year and by 11% year-to-date. The past couple of months have been nothing but eventful for the firm due to its partnership with SpaceX. Soon after SpaceX listd its shares for trading, word started to spread that the firm might have to acquire T-Mobile US, Inc. (NASDAQ:TMUS). One such report came from TD Cowen, with analyst Gregory Williams suggesting on June 25th that the carrier would be the first choice for SpaceX for an acquisition should the space networking firm decide to make such a move. The next day, on the 26th, a Reuters report suggested that SpaceX had told investors that it planned to launch a retail mobile service through Starlink. Between the 26th and 30th, T-Mobile US, Inc. (NASDAQ:TMUS)’s shares dropped by 8%.

Another report, from The Wall Street Journal, suggested that Deutsche Telecom might be interested in a merger with T-Mobile US, Inc. (NASDAQ:TMUS). Deutsche is already a majority shareholder in the telecommunications company.

Carillon Eagle Growth & Income Fund discussed T-Mobile US, Inc. (NASDAQ:TMUS) in its fourth quarter 2025 investor letter:

“T-Mobile US, Inc. (NASDAQ:TMUS) lagged amid uncertainty surrounding the strategic direction of one of its largest competitors. A new CEO at the competing company appears to have a more aggressive posture, which could pressure net subscription additions for T‑Mobile. However, in historical times of elevated switching behavior, T‑Mobile has tended to gain market share due to its well‑established value proposition.”

While we acknowledge the potential of TMUS to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TMUS and that has 100x upside potential, check out our report about the cheapest AI stock.

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