COF
1 tracked call · 1 long · 0 short
first called by 1000x 3mo ago
IN TRACKED PORTFOLIOS
LONG3mo ago
“I have a theory that AI is not going to cause massive job loss … if you see credit card defaults start to go through the roof”1000x · Avi Felman
If AI spares jobs and the consumer holds, credit defaults stay tame and a subprime-tilted card lender re-rates higher.
COFLONG@ $203.58
$212.38+4.32%
since call Apr 22
peak +6.8%