PHM
2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by All-In Podcast 2mo ago
LONG1mo ago
“Taylor Morrison is a safer bet in a precarious home building market. The company tends to focus on the higher end of the market, which has performed better.”TBPN
Move-up homebuilders are less rate-sensitive than entry-level peers, so the premium segment holds bids as housing stays bifurcated.
PHMLONG@ $115.29
$126.22+9.48%
since call Jun 2
peak +15.2%
LONG2mo ago
“Did you guys see the deal that was announced yesterday between Polty Homes, which is a huge builder”All-In Podcast
Homebuilder Pulte tying GPU clusters to new homes opens a distributed-compute revenue angle
PHMLONG@ $115.68
$126.22+9.11%
since call May 8
peak +15.2%