Dear Fellow Investor,
Gold Crashed 17% in 48 Hours.
$5,608 to below $4,700.
Silver dropped 31%. The worst day since 1980.
The media called it "profit-taking."
I call it what it is: a coordinated ambush.
The trigger? Kevin Warsh named Fed Chair. A known hawk. A dollar defender.
Within hours, sell orders flooded the paper market.
The dollar spiked.
Retail investors panicked.
But here's what they didn't show you.
While Western traders dumped paper contracts, Chinese buyers lined up in Shenzhen to buy physical gold.
The paper market says "sell." The physical market says "buy."
One of them is lying.
We've seen this movie before. In 1980. In 2020. Every time, paper holders got crushed. Mining shareholders made fortunes.
The Cartel just fired what may be their last shot.
I've found the one stock positioned to capture this wealth transfer.
See Why March 31st Changes Everything & Get The Name & Ticker Here >>>
"The Buck Stops Here,"
Dylan Jovine, CEO & Founder
Behind the Markets
Why Verizon, AT&T, and T-Mobile Are Beating the Market in 2026
Written by Leo Miller. Publication Date: 2/13/2026.
Key Points
- While telecom earnings cycles can feature clear winners and losers, this wasn't the case in Q4.
- The United States' Big Three telecom companies all impressed investors, for one reason or another.
- Still, Verizon delivered a standout performance, massively beating expectations on wireless customer additions.
For U.S. telecom giants, 2026 has gotten off to a strong start. As shown below, Verizon Communications (NYSE: VZ), AT&T (NYSE: T), and T-Mobile US (NASDAQ: TMUS) are all outperforming the S&P 500 Index.
Total returns for 2026 through Feb. 12 close:
- Verizon: 23%
- AT&T: 18%
- T-Mobile US: 6%
- S&P 500: 0%
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See the three moves before the AI split happensThis strength isn't being driven by the broader communications sector. The Communication Services Select Sector SPDR Fund (NYSEARCA: XLC), a proxy for the sector's performance, has a -3% total return so far in 2026. Instead, strong earnings reports from all three companies have powered their starts to the year.
Verizon Sees Best Post-Earnings Gain in Recent Memory
Verizon stole the show with its Jan. 30 earnings report. Shares jumped nearly 12% that day — Verizon's largest post-earnings pop in at least a decade. Sales rose 2%, beating expectations, and adjusted earnings per share (EPS) of $1.09 was modestly ahead of estimates. But the biggest driver of investor enthusiasm was subscriber growth.
The company added 616,000 net postpaid wireless subscribers, its strongest pace in five years. Those additions translate into recurring revenue and came in well above the 417,000 net adds analysts had forecast. Verizon also gave bullish guidance for 2026, forecasting 750,000 to 1,000,000 net additions — roughly two to three times its 2025 level.
Analysts remain mixed; the consensus price target implies about 1% downside. Still, every price target tracked after the earnings release was raised, signaling that the market believes the company is moving in the right direction. Verizon's 5.5% dividend yield also meaningfully contributes to its total return profile.
AT&T's Fiber-Postpaid Convergence Plan Keeps Winning
AT&T likewise impressed with its Q4 2025 results on Jan. 28. The stock rose 4.6% that day and recorded further gains in the following two sessions. Revenue growth of 3.6% topped estimates, adjusted EPS of $0.52 beat by about 13%, and 2026 adjusted EPS guidance of $2.25 to $2.35 came in ahead of expectations.
Net postpaid wireless additions of 421,000 were roughly in line, but AT&T's convergence strategy remains a strength: 42% of its fiber home internet customers are also postpaid wireless customers, up from 40% at year-end 2024. That mix boosts customer stickiness and lifetime value.
The consensus price target of $29.88 implies only about 4% upside, but the two targets issued after the report average $32.50 — roughly 12% potential upside. AT&T's 3.8% dividend yield is another attractive facet for income-oriented investors.
Analysts Eye +15% Upside After TMUS's Q4 2025
T-Mobile's Feb. 11 earnings triggered a solid bump — about 5% on the release day and another 2.5% the following session. Revenue grew nearly 18%, beating estimates, but net postpaid additions of 962,000 and adjusted EPS of $1.88 both missed forecasts.
Still, management raised its longer-term outlook, which outweighed the quarterly misses. T-Mobile now expects service revenue of $81 billion (midpoint) in 2027 — more than 7% above prior estimates — and the midpoint of its 2027 adjusted free cash flow estimate rose over 8% to $20 billion.
Over the past year, T-Mobile's share price has declined moderately, creating a gap between the stock and analyst targets. The consensus target near $256 implies roughly 19% upside, and targets updated after the report are similar. T-Mobile's 1.9% dividend yield is smaller than its peers' but still provides a meaningful income component.
VZ, T and TMUS All Walk Away as Winners After Q4
Although each company impressed for different reasons — subscriber growth at Verizon, fiber-postpaid convergence at AT&T, and an upgraded long-term outlook at T-Mobile — all three gave investors reason to be optimistic after their latest results. Looking ahead, Verizon's turnaround under its new CEO and the sectorwide focus on subscriber monetization and cash flow will be key themes to watch.
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