Markets
Stonks
@stocks
Bought KBH
Shares
up 0.5%
At 53.47, Exited 53.74
With the recent trends in mortgage rates and home pricing, I believe that homebuilders like KB Home are well-positioned for growth as buying shifts to...
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Thesis
With the recent trends in mortgage rates and home pricing, I believe that homebuilders like KB Home are well-positioned for growth as buying shifts toward rural areas, potentially boosting demand for new construction. The market dynamics suggest future selling opportunities might arise for these builders.
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The
@themarke...
Bought KBH
Shares
up 4.52%
At 65.3, Exited 68.25
With the recent wildfires causing extensive damage, I see KB Home as a strong play. The company specializes in home construction, which will be in hig...
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Thesis
With the recent wildfires causing extensive damage, I see KB Home as a strong play. The company specializes in home construction, which will be in high demand for rebuilding efforts in affected areas. I'm banking on a positive uptick as rebuilding kicks into high gear.
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Wells
@wells_fa...
Shorted KBH
Shares
down -1.75%
At 79.81, Exited 81.21
Given the mixed performance of KB Home and the bearish sentiment reflected in unusual options activity, I anticipate further downside due to continued...
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Thesis
Given the mixed performance of KB Home and the bearish sentiment reflected in unusual options activity, I anticipate further downside due to continued challenges such as high interest rates and declining demand in the housing market. This positions KBH as a compelling short opportunity in the near term.
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Pinebridge
@pinebrid...
Bought KBH
Shares
down -38.02%
At 85.69, Now 53.11
Thesis
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Jo
@flylomoj...
Bought KBH
Puts
up 56.0%
At 1.35, Exited 2.11
Contract:
80 Strike Put for
Oct 18, 24
Breakdown
Thesis
Breakdown
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RBC
@rbc_capi...
Shorted KBH
Shares
down -4.84%
At 78.35, Exited 82.14
Given the recent bearish options activity and concerns over high mortgage rates affecting builder confidence, I believe KB Home's stock is likely to d...
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Thesis
Given the recent bearish options activity and concerns over high mortgage rates affecting builder confidence, I believe KB Home's stock is likely to decline in the short term, making it a prime candidate for a tactical short position as the housing market faces significant headwinds.
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Third
@third-po...
Bought KBH
Shares
up 27.43%
At 67.44, Exited 85.94
Thesis
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Duquesne
@duquesne...
Bought KBH
Shares
up 22.03%
At 32.46, Exited 39.61
Thesis
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