“Banks are about to feast on rate cuts and M&A revival, oil is heading to $50”
“Southwest just added assigned seats and bags still fly free — this is the turnaround play”
“Planet Fitness has staying power, Peloton is fading fast”
“Moderna pivoted to cancer vaccines and RSV, Pfizer is still trying to find post-COVID identity”
“Carvana came back from the dead with the greatest restructuring in history, CarMax is boomer car buying”
“Tesla has scale, brand, and FSD — Rivian is burning $30K per vehicle delivered”