Rust Belt Stocks

Thematic swing trader. Not financial advice.

[Rust Belt Stocks @RustBeltStocks]

@Polymarket Not a coincidence this is right after China was in town

[Rust Belt Stocks @RustBeltStocks]

@kingtutcap Who are the people that actually buy these shitcoins?

[Rust Belt Stocks @RustBeltStocks]

The multiple compression in Nike $NKE is due to their brand not having the same moat that it once was.

This market is saturated and the image doesn’t include private companies like New Balance, Gymshark, Brooks, or Vuori.

The era of social media makes it too easy to market new brands.

Nikes leadership team better make a strategic pivot to restore their brand dominance.

[Rust Belt Stocks @RustBeltStocks]

@anni_sen Feels like $QCOM isn't mentioned as much as it should be. I like the PickNik acquisition. I'm long

[Rust Belt Stocks @RustBeltStocks]

@KarstResearch The best 'win' is failing early in your trading days with much smaller absolute dollars. Need to figure out what works best for you...

[Rust Belt Stocks @RustBeltStocks]

@MMatters22596 I'm long $FPS with a $31.85 cost basis. The stock isn't cheap but they are growing fast which makes valuation tricky

[Rust Belt Stocks @RustBeltStocks]

@PghBizTimes Close the one in Shadyside while you're at it

[Rust Belt Stocks @RustBeltStocks]

@TheRonnieVShow I want to see what $AMZN does with agentic commerce. Also, Bezos selling drives me insane

[Rust Belt Stocks @RustBeltStocks]

@FindleysFinance $HIMS

[Rust Belt Stocks @RustBeltStocks]

Defense companies have been getting relentlessly sold since the start of the Iran war. From a technical standpoint, $NOC is at a key monthly level. It's defended this since 2013 (honestly wild, what a run). Weekly and Daily views look awful though.

Does a resolution to the Iran war cause defense to catch a bid?

[Rust Belt Stocks @RustBeltStocks]

@MapleLeafWealth I do not. I personally don't have much interest in apparel. Too much competition in athletic leisure, hard to differentiate

[Rust Belt Stocks @RustBeltStocks]

@106_9DaHead doesn't get talked about enough

[Rust Belt Stocks @RustBeltStocks]

@DrugChannels @IQVIA_global Would be curious to see this broken down by therapeutic area.

The difference between $0 through $30 isn't a significant difference either. The fact that $0 is at 10% is obvious that cost is not the main driver in the lower OOP brackets.

[Rust Belt Stocks @RustBeltStocks]

@bbrooklynboss It's not 'if' ... it's 'when'

[Rust Belt Stocks @RustBeltStocks]

@axios Is anyone surprised by this?

[Rust Belt Stocks @RustBeltStocks]

I’m surprised $SABR didn’t see much price action either up or down this week. I want to see it capture a few moving averages before I consider getting long.

The agentic theme is incredibly early. It feels like a deal would be the validating catalyst needed. It will likely take several quarters to see revenue inflection

[Rust Belt Stocks @RustBeltStocks]

@LogicalThesis $TAYD

[Rust Belt Stocks @RustBeltStocks]

@TLAMB91 peace deal is for lunch time dessert 🍦

[Rust Belt Stocks @RustBeltStocks]

@Polymarket Does he have a vaccine to prevent this?