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“I think that technical colleges will see an explosion in new student starts... All I need to believe is that student populations at technical colleges will…”
@Kuppy's Korner
Trade-school enrollment explodes as AI displaces office work, fixed-cost campuses give huge operating leverage
LINCLONG@ $45.62
$42.42-7.00%
since call May 31
peak +19.3%
“I think that technical colleges will see an explosion in new student starts. … This is a macro trend that's already inflecting as the shortage of workers…”
@Kuppy's Korner
Same trade-school inflection: AI re-skilling and worker shortage drive explosive enrollment, cheap multiple
UTILONG@ $38.14
$38.54+1.05%
since call May 31
peak +32.0%
“I never would have bought semis on crazy pricing extrapolations, nor would I have believed that power equipment producers could ever moon-shot as they…”
@Kuppy's Korner
Power-equipment margins are spiking on an AI bottleneck; as capacity floods in, pricing normalizes and earnings get cut.
VRTSHORT@ $322.86
$236.21+26.84%
since call May 31
peak +29.4%
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