Real Estate Stocks

Closed-End Fund Discount Opportunity in JQC

"In closed-end funds like JQC, the net asset value is shown right there. For example, it is trading at $5.35 while the NAV is $5.64, showing a discount of 5%. Ask perplexity what that means it could be a good buying opportunity."

"Compass is merging with a legacy brokerage to form an entity with roughly 340,000 real estate professionals, aiming to integrate these under its cloud-based platform and promote private listings. This bold move could disrupt platforms like Zillow and OpenDoor significantly."

Fermi IPO Momentum Fueled by AI Data Center Demand

"It started trading yesterday, surged 50%, up another 12% this morning. FRMI, if you haven't had a chance to check out that ticker yet."

Applied Materials Trade Call Driven by AI Tax Incentives

"It's definitely going to be Applied Materials. And this is a stock that, you know, has had if you look back on the 5-year, it's kind of been stagnant, so to speak. It came to life during sort of the passing of the bill, but rolled over slightly and now has started a new trend higher, hitting an all-time high or 52-week high, I should say, this year. And I just can't see how this particular area just doesn't continue to grow if all of these deals that OpenAI and the rest of these companies are putting together materialize. I think AAT has got at least a 50% run from here."

Oracle Faces Sell-side Caution Amid AI Cloud Concerns

"Let's start with Oracle because that's a big move that we're seeing in that stock. It's down 7% right now, ticker ORC. But the stock did see its biggest intraday drop since January when it was over down about 8% a little bit earlier in the trading day. And it's all on concerns about fulfilling AI cloud demand, which I feel like is a theme that we've been hearing."