XLI — every tracked call

XLI

6 tracked calls · 5 long · 1 short · last 90d: 3L/1S

first called by Jordi Visser 5mo ago

XLIXLILONG2d ago

“I'm overweight industrials... I'm overweight the rest of the capital investment story, the idea that we're going to have a manufacturing renaissance.”

Wealthion

A historic $774 billion capital expenditure cycle is physically rebuilding American manufacturing and handing industrial stocks a massive growth runway.

XLIXLILONG@ $177.78

$182.94+2.90%

since call Jul 29

peak +2.9%

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XLIXLILONG3d ago

“ultimately I think Treasury or Fed will take over... and just backs stop the whole thing... I think industrials go up a ton on that.”

Monetary Matters · The Monetary Matters Network

Washington views AI as a new cold war and will inevitably backstop a $250 billion infrastructure buildout, turbocharging the industrial sector.

XLIXLILONG@ $177.47

$182.94+3.09%

since call Jul 28

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XLIXLILONG1mo ago

“if you're in the right sectors like industrials are crushing it, making new highs... just buy the old economy stuff.”

Forward Guidance

Capital is abandoning high-flying meme stocks and pouring directly into old-economy industrial sectors that are already crushing it at new market highs.

XLIXLILONG@ $178.51

$182.94+2.48%

since call Jun 26

peak +2.5%

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XLIXLISHORT2mo ago

“the industrials around the globe are showing weakness … they would be the first group to show the weakness over the semiconductors”

Jordi Visser

Global industrials rolling over with MACD sell signal, the first crack before semis break.

XLIXLISHORT@ $174.97

$182.94-4.55%

since call May 24