Coreweave, totally dependent on hyperscaling, it getting smacked hard, particularly in light of the Meta announcement earlier today. Maybe this time it’ll finally go into a free-fall. I’ve written about this company a lot.
Unraveling For Real?
Slope of Hope Blog Posts
Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.
Lumbering Lennar
I’ve written about homebuilder Lennar many times here on Slope. It’s moving slowly, but it’s definitely moving the right direction. I believe this could be a great short position for many months to come.
Tim Shoots and Scores!
On D-Day (two days ago), I offered my Gold/Platinum members a prediction that SMH (which I was as long as John Holmes) would get to 604.58. Quite a bold call………a prediction made to the penny.
Another Man’s Ceiling
My short-sale idea for Floor & Decor (FND) is doing well. It is down about 25% since my first post, and I think it’s got plenty farther to fall.
Sore Muscles
Over the years, there have been a ton of posts about Planet Fitness (PLNT) written both by me and others. This thing is such a tricky beast! Just look at this:
