on a 4-session view I lean long here: the category is taking share and reinvesting it, each dip is getting bought faster. The obvious pushback is rate sensitivity in long-duration names
low-key, quant_4309 couldn’t agree more . for me the multiple's doing the work; $1,120 prices a re-rate the tape hasn't fully bought yet. capital return resumes. the consumer-banking retreat was costly. this is a coin flip honestly
Not gonna lie, This ages badly imo. give it room and this is a different call; pinned to the date it's a coin flip on timing. it cleared the prior range on volume and held the retest. i’d size it small though 🔥
Re soggy_maxi77: be serious, estimate cuts are still working through the model. IB and trading revenue is cyclical and lumpy. it’s a beat-and-raise setup — guidance is the catalyst. we’ll see how it ages.