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![ROICicero Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1482407809954242560.png) Statesman [@ROICicero](/creator/twitter/ROICicero) on x XXX followers
Created: 2025-05-26 00:17:56 UTC

Bought puts on $PCAR last week—earnings estimates and industry commentary suggests a 2H rebound (for them and other MD/HD vehicle cos). Given elevated inventory levels and dismal order rates, I see further downside. Balances +30 days past due have also risen.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1926794899086508512/c:line.svg)

**Related Topics**
[rates](/topic/rates)
[$pcar](/topic/$pcar)
[stocks industrials](/topic/stocks-industrials)

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