this is one i’d ride — net interest income is resilient and credit is benign.

@tipster_8253 this you in 3 weeks? — momentum's the tailwind; 8.3% to $361 isn't a big ask if the trend stays intact. investment-banking fees are cyclical. the fortress balance sheet gains share in any stress. i’d size it small though.

@quantum_quant68 exactly — the multiple's doing the work; $361 prices a re-rate the tape hasn't fully bought yet.