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1. Applied Digital Earnings Boost Drives Pre-Market Rally
"Applied digital up 22% in the pre-market trade. This comes after earnings where their revenue did beat estimates, and they also had some positive details about expanding a lease agreement with Core Weave for additional compute. They are in advanced discussions to build and focus on a data center campus in North Dakota."
Valerie Titel (Stock Movers)
The commentary describes a robust pre-market rally for Applied Digital, with shares up 22% following strong earnings and significant developments on a lease agreement with Core Weave. The focus on establishing a data center campus in North Dakota adds positive catalyst potential.
2. Trade Call: Buy Crocs (CROX) for Brand Revitalization and Buyback Yield
"there are a lot of stocks in big draw downs and this is one of them. I actually don't have the exact numbers here. It's a company here that we've talked about and I'm breaking one of my rules on investing in apparel. I am buying Crocs and I listed in the Substack chat. I just wrote out a little I didn't do a full newsletter. I think I'm going to do one here shortly on the company and why I'm buying. I don't know the exact allocation. Again, I'll do that in the newsletter which the link will be directly in the show notes. I just have a couple of lists of what made me want to buy a little bit of an invest versus then investigate scenario where I've followed the company for many years but I don't have like my full-on model and write up and thoughts fleshed out."
Brett (Chit Chat Stocks Podcast)
Brett unveils an actionable trade call to buy Crocs (CROX) despite typically avoiding apparel stocks. He cites brand revitalization efforts, strategic ambassador partnerships, and strong buyback yields as key catalysts. Although he has not detailed his full allocation or long-term model, his invest-versus-investigate approach suggests high conviction in the turnaround story.
3. Trade Call: Short Sirius XM Due to Structural Decline
"Alright, here's my last one. And I think we'll be on the exact same side of the fence here. I'll read off some multiples for you first. EV to free cash flow 16 times, dividend yield of almost 4%. The company which I know not not that cheap. The company is Sirius XM. Oh yeah. Value. This is a dying company. Hate to say it's insane that it's tra It's not even a value trap. It's just a short. Honestly, this is this going to be your first short ever? It is so."
Brett (Chit Chat Stocks Podcast)
Brett issues a clear sell directive by calling for a short position on Sirius XM. He highlights high valuation multiples and describes the company's deteriorating fundamentals. His remarks underscore the structural challenges Sirius XM faces, including a declining subscriber base and an outdated business model that struggles to attract younger consumers.