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@patelshrey01 "Many consumer discretionary and cyclical stocks that sold off before the recent market volatility are seeing strong bids today. $GM with a significant reversal while others like $AEO $CZR $W and $TFC also seeing solid intraday turnarounds"
X Link @patelshrey01 2025-10-14T16:44Z 2319 followers, XXX engagements

"Noticing some consumer discretionary names start to bleed and pick up a bit of momentum. Some have had strong runs this year so this is a much-needed pullback but a few are starting from depressed levels. $GM $DHI $W $CZR $MGM"
X Link @patelshrey01 2025-10-08T18:56Z 2319 followers, XXX engagements

"$DBRG spiking a bit after @elonmusk reportedly started following the CEO. It's surprising that the stock hasn't caught even a modest speculative bid over the last few years given its positioning as a pure digital infrastructure asset manager"
X Link @patelshrey01 2025-10-13T19:07Z 2319 followers, 4620 engagements

"$BAC earnings show lending reinforcing the K-shaped economy: Total consumer loans +3.2% y/y vs. XXXX% for commercial. Consumer banking loans grew X% y/y vs. wealth management loans +9% for affluent clients' sports/arts investments. Global Markets loans +36%"
X Link @patelshrey01 2025-10-15T16:39Z 2319 followers, 1725 engagements

"@BickerinBrattle $BAC lending breakdown is interesting"
X Link @patelshrey01 2025-10-15T16:41Z 2319 followers, 1597 engagements

"$ACVA an underfollowed name due to operating in a boring space (sells marketplace and software for used car dealers) is just being thrown out at this point. Strong founder led management team that's driven consistent growth in a stagnant/declining market over the past few years"
X Link @patelshrey01 2025-10-10T20:11Z 2319 followers, XXX engagements

"@PeterBerezinBCA Equally worrying scenario that these news items point to is the US putting up all the risk capital to build infra only to become utilities for the RoW to build on top of without putting up as much capital"
X Link @patelshrey01 2025-10-15T18:01Z 2319 followers, 1006 engagements