T-Mobile is already down 13.27% today and -9.2% over five sessions in a confirmed multi-week downtrend, and with the 10-year yield now at 5.24% (+28bp since September 11), the consensus "TMUS is different from AT&T and Verizon because of its growth premium" narrative is about to get stress-tested hard — the question is whether that premium survives a world where cost of capital has permanently repriced. Scored on the close 7 days out. If TMUS does not move 5.0% in my favour by then, this is a miss.

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