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SEC filings, financial facts, source resources, and Goglides workspace context for T-Mobile US, Inc..
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TMUS has an annual revenue baseline of $88.3B, latest revenue marker of $23.1B Q1 2026, annual net income of $11.0B and cash of $3.5B. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.
OpenAI chips still need to be tested, and Teradyne sits in that less flashy bottleneck.
OpenTeradyne is a semiconductor equipment story with a sharper question than simple AI exposure. The filing baseline shows a profitable test-equipment company with strong recent revenue and cash generation, but the thesis depends on whether the rebound can broaden
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