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“if you have been stuck bag holding software today is your last chance to rotate into something that makes sense like airlines or assisted living centers”
@RJCcapital
Software bagholders rotating into airlines lifts DAL as capital chases a real-economy recovery trade
DALLONG@ $82.87
$86.36+4.21%
since call Jun 23
peak +5.7%
“if you have been stuck bag holding software today is your last chance to rotate into something that makes sense like airlines or assisted living centers”
@RJCcapital
Rotation out of software into assisted living operators lifts BKD as capital exits tech for real-economy senior care
BKDLONG@ $13.96
$14.85+6.37%
since call Jun 23
peak +13.5%
TIMESTAMPS
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