“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”
“Tesla has scale, brand, and FSD — Rivian is burning $30K per vehicle delivered”
“Planet Fitness has staying power, Peloton is fading fast”
“Carvana came back from the dead with the greatest restructuring in history, CarMax is boomer car buying”
“Moderna pivoted to cancer vaccines and RSV, Pfizer is still trying to find post-COVID identity”