Author argues Sirius XM is an attractive value stock whose GHz spectrum could be leased to cellular companies for a $4-7B boost against a $6.78B market cap, potentially tripling the stock.
SIRI — LONG The author argues SIRI has most markers of an attractive value stock with a good dividend, attractive ratios, and real estate, though they worry about high debt. The catalyst is FCC approval to lease its GHz radio waves to cellular companies, which analysts estimate could add $4-7B against a $6.78B market cap, with income first going to debtholders. The author notes Berkshire upped ownership to ~37% and the OBBB gives the FCC orders to open more frequencies for 5G, and sees the stock potentially 3x'ing if it reinvents as a radio real estate giant.
if they get approval to start leasing out their range of GHz radio waves to cellular companies (as this is one of the best ranges for 5G) most analysts put this at an estimated 4B-7B dollar boost. Their market cap is currently only $6.78B.
This Reddit post, published January 21, 2026, features u/Ludwigismydaddy discussing SIRI. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Ludwigismydaddy · Tickers: SIRI