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$VRT ➡️ S&P 500: Coming Soon
Vertiv ($VRT) has been ripping all year and is up 190% YTD fueled by continuous AI & data center demand. I think it has a high likelihood of being **added to the S&P 500 during the Q4 rebalancing** which will be announced Dec 6th. I'll share a brief overview of …
$PBI - Turn-Around Trade w/Asymmetric Risk-Reward
**$PBI presents an asymmetric risk-reward turn around trade. NFA and DYOR. Positions below.** *Most people have no idea what this company is but get their packages delivered by them every week :)* # Company Overview Pitney Bowes, Inc. is a global shipping and mailing company, which engages in the provision …
SMCI is not INTC Grandma
300 shares around $25 I tend to add another 700 shares before the end of year.
Quantum Gains with $IONQ 🚀 350% and more upside
IonQ is a quantum hardware company that is popping off rn mostly because it has recently secured a major $54.5M Air Force deal ([source](https://ionq.com/news/ionq-announces-largest-2024-u-s-quantum-contract-award-of-usd54-5m-with)). Also, wtih Trump coming in, he is expected to be more open to quantum for defense compared to the Biden administration, who was pretty hands off. …
$NOVA: Insiders can show you how and when you can double your money
I will keep this short. The background is down below. $NOVA insiders bought a lot of shares since it dropped recently. This is when you can also make money if you join them in the trade. See below for theory and practical application of this trade set up. The market …
The Financial Times analysis makes me happy I'm still short GEO (private prison stock)
I posted about my short last week: [https://www.reddit.com/r/wallstreetbets/comments/1gqijhb/pump\_and\_dump\_alert\_geo\_group\_stock\_likely\_to/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/wallstreetbets/comments/1gqijhb/pump_and_dump_alert_geo_group_stock_likely_to/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) It's **a hype cycle** that is overbought. We've seen this before and **after the hype comes the crash**. **The Financial Times** published an article quantifying **the poor performance of these same private prison stocks** under the first Trump administration where the same …
Keep an eye on NKE
We haven’t heard anything about it in a while. The last earnings call was pretty bad. Sales tanked 10% yoy and EPS dropped 26%. Over the past few years, management decided it was a good idea to focus more on the direct-to-consumer business and took product away from store shelves. …
MARA vs MSTR vs HUT: Bitcoin treasury comparisons
https://preview.redd.it/6dhobb43hi2e1.png?width=971&format=png&auto=webp&s=362823b3680fec6fb1b8186bf1717e49f46c2920 I made a comparison of the top btc-linked equities who own the most btc... a) MSTR, b) MARA, and c) HUT ... i want to preface this by saying *all* BTC-linked equities deserve *some* premia in a bull market. The question is how much & when. MSTR was trading …
Big win with $hims, FDA didn’t side with pharma like everyone thought they would💊📈
**Background:** * **GLP-1 Demand :** Wegovy (Novo) and Zepbound are dominating the branded weight-loss markets but face demand that they cannot keep up with. * **Trump’s Legacy:** Under the Trump administration, rules around drug compounding were clarified, allowing pharmacies to fill gaps during shortages. Now, these policies will be central …
$PACS a potential x3 bagger
First DD, not sure I am doing it right **TL;DR: Risky bet on recovery of $PACS after potential dismissal of covid-era fraud** **I've been long PACS for a while** **Positions: (see screenshot)** Excellent DD by another regard: [https://www.reddit.com/r/wallstreetbets/comments/1fgnku5/pacs\_prestige\_acquisition\_finalized\_so\_earnings/](https://www.reddit.com/r/wallstreetbets/comments/1fgnku5/pacs_prestige_acquisition_finalized_so_earnings/) $PACS - skilled nursing facilities (SNF) assisted living facilities in the USA …