Vanguard Total Bond Market ETF (BND) Stock Analysis — Latest Investor Quotes & Trade Calls

XR ETF: Defense and Aerospace with AI Tailwinds

"So, the last one that I want to tell you about is a bit of an oddball. This is the Spyder, it's another sector ETF. It's the defense and aerospace or aerospace and defense ETF XR. And the reason that I want to mention that is because right now everybody's talking about tech. They're trying to find tech names and they're, you know, looking for the greatest opportunities. And I want to make sure that people remember that there's a lot of tech that isn't labeled tech, right? Let's talk about returns for this aerospace and defense ETF. What kind of returns are we seeing so far? And what's the potential for returns in the sector? Yeah, so you're going to love this. XR is currently up 46% this year. And like we talked about, that includes some heavyweight names in the industry as well as some of those smaller names. In fact, I believe the last time I checked the Power Gauge there were no bearish names inside this ETF."

The speaker introduces the Spyder Aerospace and Defense ETF (XR) as a nontraditional tech play, emphasizing its exposure to defense and aerospace technologies driven by AI and increased government spending. With an impressive 46% year-to-date return and a mix of heavyweight and smaller names, XR offers exposure to tech innovation outside of conventional sectors.

Beyond Meat Pullback and Convertible Bond Story

"We're starting with Beyond Meat because the stock is down 17%. So, this isn't a simple stock mover because I'm going to give you a little bit of context. Four years ago, Beyond Meat raised more than a billion dollars by selling a zero coupon convertible bond due 2027. So, big hedge funds like Wolverine, De Shaw, Context Capital were among the buyers. But as the meat-free boom cooled, so did Beyond's Fortune. So, with that debt coming due, the company struck a deal with bond holders. They swapped their old notes for new ones, paying 7% interest in extra shares. Then came the meme stock mania, which brings us to today. So, Beyond stock jumped more than 1,300% in the days. This haded bond holders a huge paper profit. So, the new bonds, which is now due 2030, trades at around 100 cents on the dollar, and one investor calls it a win-win. So, I just thought it was interesting because beyond the stock move story, you see like this convertible bond story, which we don\'t really get to hear a lot about, but yeah, the craze is still there. But the stock see saw a pullback today, rightly so. Probably if you ask technical analysts, but it\'s down 17%. Ticker is BND before anyone gets mad at me. BY ND."

The speaker outlines the history behind Beyond Meat\'s convertible bond issuance and explains the recent pullback in the stock despite its previous surge, noting key technical indicators and debt restructuring details.