LOL so CSX is finally getting noticed after being background noise for like a decade. Anyone else see this price chart? Literally a slow train chugging steadily upward, then the last few months just full send. 30s last year, now at 46.14. When did trains become rocket ships?
Anyway, I'm bullish but not getting delusional. This recent pop looks sustainable to me. Shippers are desperate, trucks are too expensive, and rails just keep stacking those efficiency gains. CSX is picking up volume that used to go to trucking. Fuel prices staying high helps rail too. Looking at this trajectory, I'm saying target price 53.50 in the next 12 weeks. Not a meme moonshot, but hey, stonks go up.
The caveat: rails are still at the mercy of the broader economy. If some weird recession vibes hit, freight drops, everyone panics, maybe this rally stalls out. Or, Congress does Congress things and messes with regulations.
I’m watching for their next earnings call that’s the real catalyst. They beat and raise, and this just keeps rolling. If they fumble, sure, it’ll get a flat tire. But I’m riding with the train until then. Conductors, punch my ticket.
Yo did anyone else catch this rollercoaster on VRSK? Start of last summer this thing was flexing up in the three hundreds and now it’s been faceplanting almost straight down to 171.11. That’s not a dip, that’s a full on bungee jump with no rope. Bagholders, I salute you. Anyway I’m poking at this from the bearish side. Still see air beneath it. My target is 145.00, which yeah, sounds spicy, but hear me out.
Everyone loved VRSK for its “recurring revenue” and “moaty” data streams or whatever, but that shine’s getting scratched. Recent quarters were not great look at that post February swerve, dropping out of the 180s back to the low 170s and barely even a dead cat bounce. Makes you wonder if some big institutional holders have seen enough and are just hitting sell every uptick. Also: those margins? Not looking any stronger while enterprise budgets are all iffy.
Here’s my bear caveat. It’s still a super sticky biz in a market that likes profitable tech, and if they drop some wild guide up or announce some acquisition, you’ll get squeezed. So yeah, not an easy short, but reward looks bigger than risk til the dust settles.
If you’re watching for a catalyst, earnings are coming up in a few weeks. If they miss or even just guide down again, expect another leg lower. This one’s not bottomed yet.
Yo, is D just Dominion or did we all just collectively sleep on a solid comeback? Not gonna lie, watching this thing hang out in the 50s and low 60s for almost a year felt like watching paint dry, but suddenly we’re in the 67 zone and I’m not even mad. Look at the move from mid Feb up, that’s not just a little run, that’s a power up.
I’m calling bullish on this. My target: 77.00. Why? First, the price action. You can clown on utilities for being boring, but when they wake up, you get a wall of buyers who want safety and aren’t getting it from tech right now. Second, D’s regulatory drama seems to be quieting down finally, which is a flex for any utility. If the next earnings show even mildly improving margins, this thing’s gonna catch more FOMO, because who doesn’t love a boring profit monster in 2026?
Risks? Sure. If interest rates spike or management drops another surprise, everyone’s dumping and it’s back to the value bin. Bagholders unite. But short of a complete macro rugpull, chart’s looking way less dead than usual.
Watch for that upcoming dividend announcement. If they hike it or even hint at a bigger payout expect another leg up. Nobody’s dumping a juicy yielder when the rest of the market is having a midlife crisis.
Alright so someone just mashed the turbo button on TER. Seriously, check the receipts: not too long ago this thing was snoozing under 100, now it's cosplaying as a rocket ship at 389.14. So here’s the play hot take, but I’m going bearish. This chart looks like one of those meme stonks right before the "oops" moment. My target’s 320.00. That’s not a total collapse, just a reality check.
Look, this kind of vertical action never lasts. Every leg up in the last year looks crazier than the last. It doubled, then doubled again, and now it feels like the only buyers left are the ones who think "number go up" is a business plan. There’s gotta be a bunch of FOMO and shorts getting fried in here, but fundamentals? I don’t see anything that actually supports this pace. At some point, gravity wins. There’s a reason stocks usually don’t 4x in a year and just keep going. Even Nvidia chills out.
I’ll admit the next catalyst is earnings if TER somehow pulls off a beat and hike, maybe it does another leg. But that’s a chef’s kiss setup for disappointment right now. If they guide down even a little, expect a bunch of hands to start dumping. Not saying it goes back down to 100, but those late longs are going to be sweating. And let’s face it: if the market keeps rewarding this stuff, what’s even the downside? (Well, 2022 happened.)
Risk here is momentum stays totally unhinged and I look like a clown. Wouldn’t be the first time. But I’ll take the other side at these levels TP 320.00, buckle up for some volatility.
EMR looking like it's on a roller coaster, but with more whiplash and less fun. Seriously, just look at the price action the last year: it rockets to 157, then faceplants back to ~130, and now we're parked at 132.86. Feels like some algorithm's out here just shaking down retail for lunch money.
Anyway, here's my bold take: this is pretty much the bottom for now. I'm calling for a near term bounce to 155.00. The company's industrial automation segment keeps churning out solid results and the last earnings call hinted at backlog clearing (finally). That, plus the fact that everyone already panic sold during that drop in March, gives me enough reason to think upside's ahead. Plus, management's been buying back shares low key, so they're either extremely bored or they know something.
I'm not blind though. If manufacturing demand actually craters from here or supply chain drama returns, we could see more ugly. I'm not married to my bags, OK? But if macro holds, new contracts get announced (heard whispers about a big one next quarter), and the market decides it wants boring dividends again, EMR could easily meme its way back up.
So yeah, targeting 155.00 over the next 8 weeks. If not, at least enjoy the dividend while you’re stuck waiting for the next bounce. Risk is real, catalyst is realer. Let's see who blinks first.
Look, if you’ve been watching TEAM lately you know it’s been straight up speedrunning the stock market’s version of a gravity challenge. From over 200 last June to sub 60 in April. That’s not just a correction, that’s a meme worthy collapse. But now we’re chilling around 86.62 and I’m calling a bounce targeting 103.94. That’s a hot 20 percent ish move from here, which feels about right for a stock that just faceplanted but is not, in fact, dead.
Reason number one for this bounce play: these Atlassian guys still have sticky enterprise products. Even as all the SaaS multiples get crushed and everyone’s doomposting about IT budgets, companies still gotta manage their work somehow (Jira fans, your pain is eternal). Recent earnings weren’t a disaster either, just not hypergrowth anymore. Market treats that like zombie apocalypse, but honestly, it’s just a reset.
I’m also seeing some signs of capitulation in the chart. The drop below 70 looked like panic selling, and now the price is doing the dead cat bounce thing. Classic. If we get even a whiff of positive news maybe a surprise beat or a new product launch this thing could jump. Not saying it’s going back to last year’s highs, but a relief rally to 104 or so? Yeah, I can buy that.
Risk is simple: if management guides down again, or if we see more big tech spend cuts, TEAM gets meme’d right back to the low 70s. Don’t bet the rent. I’ll flip bullish short term if we get any bullish guidance or even just not terrible macro data in the next couple months. Until then, I’m just here for the potential upside and the wild ride.
Visa at 322.52 isn't exactly what meme dreams are made of, but hear me out: I'm bullish for a bounce to 375.00 in the next few months. Have you seen this chart lately? Last summer it was flexing out around 362 then all the way to 365, but since then it's been on the "let's see how low we go" rollercoaster down to the 300 zone. We're not talking total collapse, more like the market just gave up caring once the holiday season ended. But this is Visa. It eats every transaction on earth.
First reason is kind of a meme in itself: people are still spending, even if they're doomscrolling while they do it. Consumer numbers are holding up, and every time someone rage purchases something, Visa takes its cut. Second, the dip down to 304 in April felt overdone, and it bounced right off that like someone found their emergency credit card after a bad day. I like that. Plus, they've been quietly rolling out more partnerships and expanding in Latin America, which is not priced in at this level, fight me.
Not gonna pretend there's zero risk. Regulation always lurks in the background like the final boss. If the government decides to get spicy about fees, this thesis could age badly. But unless we get a headline disaster, I see upside. Next earnings is the big catalyst analysts are basically expecting flat vibes, but even a mild beat could send this thing back above 350 in a hurry. If they guide up on cross border or e comm, we might even see a short squeeze from the hedgies who finally gave up on their puts.
Explain to me like I’m five years old why KLAC just YOLO’d from 800 to almost 1850 in a year. Feels like we’ve gone straight from rags to literal stonks legend. The chart looks like it took a Red Bull and then ate a rocket. Yeah, this beast has doubled up more times than my lunch order. If you bought at 800, congrats on the yacht.
So, here’s the deal. KLAC keeps printing higher highs because everyone suddenly cares about semis and foundry equipment. The whole supply chain is getting squeezed for every last margin dollar, and KLAC is happy to oblige. Every quarterly call lately? Beat and raise, rinse and repeat. Sure, it’s not as spicy as the meme names, but guess who actually has profits?
I’m bullish, but not sending this thing to Mars. Targeting 2100.00 in the next 12 weeks. That’s about 13.5 percent from here, which is basically a light jog compared to its recent sprint but still spicy enough. The risk is that after this kind of run, you get one guide down, and the whole thing could panic sell like a bagholder at 3:59 PM. Also, valuations are full send right now so you need continued growth, no room for a nap.
Next earnings are the catalyst, obviously. If KLAC pulls another surprise, shorts are gonna hate life. If not…well, you might get the dip you were waiting for. Diamond hands not required but maybe just one pinky on the mouse to sell if things get weird.
Okay so AMP is back on my radar, mostly because watching it flop around for the past year has become a weird hobby. Seriously, look at that price chart straight up to 536 right before last summer, then bonk, all the way back down to earth (like 447 in November), then another drama spike to 542 and back down again. Not exactly the hero's journey, unless your hero is Sisyphus.
But here's my actual take: I'm going bullish on AMP here, with a target of 552.00 in about 10 weeks. Why? First, every time this thing tanks, it bounces back with all the grace of a trampoline made of cash. The last drop in February was savage (from 542 to 453 lol) but here we are, grinding back up with little sell pressure right now. Second, the company's got an earnings report coming up soon, and historically they've been the kind of "beat & raise, then get punished anyway" stock. If they even whisper about a special dividend or announce anything remotely positive, the FOMO candles light up again.
Risks, obviously: if the Fed pulls some stunt or clients freak out about the next market headline, AMP could see another nosedive to the low 450s range. This ticker is allergic to chilling out.
The catalyst I'm really watching for is any comment about expanding AUM growth or some big new client win. That'll get this thing moving. Until then, it's just a bet that volatility keeps serving up snackable gains and we're due for another shot at the highs. This thing's like a pogo stick. Just don't get whiplash.
Alright, I guess we're rolling with Disney (DIS) now, which has been trading like it's stuck in Fantasyland. The stock was moonwalking up near 123 (July) and then tripped on its own laces, down to the low 100s, and lately just keeps bouncing between 100 and 113 like Goofy at a trampoline park. I’m bullish here with a target at 117.50, but I’m not expecting some Cinderella story. More like finally crawling out of the dungeon back to the castle gate.
The first support is just the stock being oversold and everyone being gloomy. If DIS can survive losing its entire streaming margin and people still line up for lame Star Wars rides, it’s not dead money yet. Plus, there’s talk about ESPN’s sports streaming finally launching for real. Imagine if they actually pull off a “Netflix for sports” the market is gonna freak out.
I don’t love that the parks are still the main revenue engine, but summer is coming and families will keep burning cash on $18 churros. Also, most of the layoffs and cost cuts are already done, so the next earnings aren’t going to be another "oops, margins dead" moment. That should give us at least one good quarter to meme our way back up.
Risk? Streaming losses turning into a black hole and the market deciding DIS is Blockbuster 2.0. If they guide down or park attendance flops, this could slide back to 95 with no bottom in sight. But the next real catalyst is that ESPN app if they finally demo it or talk NFL deals, I think shorts get spooked and we rip closer to my target. Not betting the house, but I’m not shorting Mouse.
