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I’m down around 9% from my ATH in January. Only down around 4% YTD. I had rotated a little into cash in early February and had around 6% of my portfolio in cash. I’ve been slowly deploying it this last week. I’m mainly buying VT, QXO, UBER, HOOD, and KRKNF. Thinking of buying some more RKLB if it goes into the low 50s but my cost basis is around $4.50 so not too sure.
Got my ass turned inside out today, with QXO leading the way for no reason.
QXO very long term hold though
IMAX, SNOW, and QXO also up after earnings. PRCT, WRBY, NU down.
QXO y u gotta just drag ass downhill all the time
Looking good. I liquidated most of my penny stocks early in the day when things were dumping. Holding VNDA and still long on ABVE. Averaged down on my other long holds INFQ, POET and QXO during the dips. Hopefully we have a solid green week without 🥭 ruining it. I fear we won't be that lucky . Have a great weekend.
I sold long dated calls on my QXO shares so it may now super moon today and make me very sad
QXO! I share my DD anytime I see mention of it. This is now my #1 holding. It can definitely 10x in 5 years. https://www.reddit.com/r/qxo/s/5wBkX5lUy7
You’re all still sleeping on $QXO
QXO on a tear lately. Adding shares weekly.
Everybody here is chasing unicorns, QXO isn’t sexy enough.
QXO saving my portfolio from a severe pillaging today
QXO in my port lookin' like Atlas holding the world (rest of my shit port) on his shoulders
[QXO has found it's next acquisition](https://s204.q4cdn.com/433193842/files/doc_news/2026/Feb/11/PDF-Final-PR_Kodiak_announcement_2-11-26_.pdf). >GREENWICH, Conn. and ENGLEWOOD, Colo. — February 11, 2026 — QXO, Inc. (NYSE: QXO) today announced it has entered into a definitive agreement to acquire Kodiak Building Partners (“Kodiak”) from Court Square Capital Partners for approximately $2.25 billion. The transaction is expected to be highly accretive to 2026 earnings and will expand QXO’s current addressable market to more than $200 billion. >The purchase price comprises $2.0 billion of cash and 13.2 million shares, with QXO retaining the right to repurchase these shares at $40 per share. The transaction is expected to close early in the second quarter of 2026, subject to the satisfaction of customary closing conditions. >Kodiak generated approximately $2.4 billion of revenues in 2025 as a U.S. distributor of lumber, trusses, windows and doors, construction supplies, waterproofing, roofing, and complementary exterior products, as well as value-added assembly, fabrication, and installation services. The business is a market leader in most of its geographies, with concentrations in the Sun Belt and Mountain states. About 40% of Kodiak’s 2025 revenues were generated in Florida and Texas, where building market growth has consistently outpaced national market growth over the last decade.
Don't sleep on QXO Jacob Brads is THE god of M&A roll up strategy. This is his new baby. 🚀
Whole market is dumping. Once QXO gets a deal or two in the price will start moving fast.
Why the fuck is QXO dumping though...
How to know it’s the bottom for QXO …..
Ha same! Between selling NVDA my largest position the other day and now holding a ton of cash and QXO I feel rich today!
heavy QXO in port being only down 2% makes me feel like I'm almost green (rest of port down 15%)
QXO just trundling downhill for two whole weeks
Ignoring gains after hours, up 2% YTD just from stocks having not messed w options or metals Slightly above S&P YTD and I’m feeling decent about holdings I think RKT and GEO are both way oversold on reasons irrelevant to their earnings QXO is sitting on like $11b cash ready to make some purchases and it sold down this week like a publicly listed roofer
QXO! My DD below: https://www.reddit.com/r/qxo/s/5wBkX5lUy7
On the same topic, could I quickly pick your brain on QXO and AMBQ?
Embridge should be trading higher but I don’t want to average up QXO’s offering should be closed and they could announce what they’re buying as early as this week
If QXO closes this offering and announces who they’re buying it could be nice
Went up over 400 percent on my QXO call options which I plugged here. My next pick is INVH if anyone wants to ride.
Feeling a little more bearish today, took 42% of port to SGOV to see if I can rebuy lower I think QXO is a steal right now but my exposure there is through the roof so I have to wait
If you want a bet on the CEO play, QXO is your play
Sold Klarna at 29.30 last night, bought Klarna back at 28.00, more byddy at open, and more QXO last night.
PBR (Brazilian oil) looking like a bargain right now QXO should also be completely unaffected by the Greenland nonsense, but I already have a ton of shares.
I like klarna but it’s a tiny % of port. Stuff I own that hasn’t really run: QXO MLP HQY
Agreed on QXO. My DD below: https://www.reddit.com/r/qxo/s/5wBkX5lUy7
If they keep lowing rates QXO is the move. Kushner on the board.
Been enjoying just scalping some names on options. Done really well with SMR/RDW. Bought some QXO calls right now.
QXO just raised another $750MM via a public offering. This follows a $3B raise via convertible preferred equity raise. They now have \~$10B to fund acquisitions. >Investing.com -- Fresh off its upsized $3 billion capital raise, Brad Jacobs-led QXO Inc (NYSE:QXO) is just weeks to months away from announcing a significant new acquisition, according to people familiar with the matter. >QXO is in late-stage talks with seven potential takeover targets, the people added. The potential deals range from mid-sized businesses with $1 billion to $5 billion in annual revenue to a transformational transaction involving a company with more than $5 billion in revenue, it was relayed. Several of the targets are private, family-owned businesses in both the U.S. and Europe. Articles: [QXO Announces Pricing of Common Stock Offering](https://investors.qxo.com/news/news-details/2026/QXO-Announces-Pricing-of-Common-Stock-Offering/default.aspx) [QXO Upsizes Convertible Preferred Equity Placement to $3 Billion](https://investors.qxo.com/news/news-details/2026/QXO-Upsizes-Convertible-Preferred-Equity-Placement-to-3-Billion/default.aspx) [Exclusive: With $10 billion in dry powder, QXO is near next multi-billion deal](https://finance.yahoo.com/news/exclusive-10-billion-dry-power-185623562.html)
$750 mil stock offering from QXO. Clearly gearing up after the private money they received to make some sort of big acquisition. Bought 1k shares on the dip
I read it all! Very informative! DCA into it and keeping eye on QXO! Thank you for the insight!
My QXO DD. Only AI here was used to make the image. Enjoy! https://www.reddit.com/r/qxo/s/kq8lYsQcza
I say it a lot but QXO. Brad Jacob’s CEO the roll up king, recent funding from Apollo for a Billion to do another acquisition. This will be a stock you will be looking at in 5-10 years like why didn’t I buy and hold.
Glad to see QXO getting some ❤️ As much as I love my tech, space, etc investments - I love finding gems like QXO in less sexy verticals that long-er term will likely have great returns
QXO! My DD on QXO below. It is not AI (only thing I used AI for is the image). https://www.reddit.com/r/qxo/s/pj2IK8JYH7
QXO! My DD on QXO below. It is not AI (only thing I used AI for is the image). https://www.reddit.com/r/qxo/s/pj2IK8JYH7
QXO! My DD on QXO below. It is not AI (only thing I used AI for is the image). Spent many hours on this so am sharing anywhere I see mention of QXO. https://www.reddit.com/r/qxo/s/pj2IK8JYH7
I’m deep into $QXO, but thoughts on something like $WY, thoughts?
QXO! My DD on QXO below. It is not AI (only thing I used AI for is the image). https://www.reddit.com/r/qxo/s/pj2IK8JYH7
QXO! My DD on QXO below. It is not AI (only thing I used AI for is the image). https://www.reddit.com/r/qxo/s/pj2IK8JYH7
$QXO with Jared Kushner on the board obviously
QXO. They'll be making an acquisition between now and July, and Brad Jacobs is a genius.
Listen to this guy. Ppl are sleeping on QXO. Get in at low 20s while you can.
Hey! That’s my post. Yes I have been posting a lot. But it is not AI generated. Just trying to spread the word when I see mention of QXO. I’m currently up quite a bit. Not Hindi f the bag at all!
Brad Jacobs might be one of the best bussinesmen of his generation! I have high hopes for QXO after what he did with his previous companies
My DD on QXO below. Please let me know what you think! https://www.reddit.com/r/qxo/s/lfrnapGOzK
My DD on QXO below. Please let me know what you think! https://www.reddit.com/r/qxo/s/lfrnapGOzK
Guys QXO is backed by Jared Kushner and is up 30% YTD. Probably nothing
I’m bullish on QXO, made great money on it and I was talking about it a lot during the dip. I think we may see some rocky periods after this amazing jump so I’ll be buying more if they can break back below $20.
QXO’s growth story is being overstated. Their scale came from a hostile acquisition of Beacon, not from organic expansion or a long-running roll-up strategy. Beacon and SRS completed most of the industry consolidation themselves over the past decade. The independent, mom-and-pop suppliers that once fueled M&A-driven growth are largely gone. The roofing and siding distribution market is now concentrated among a few dominant players: QXO (Beacon), SRS (Home Depot), and ABC Supply. With consolidation largely complete and homebuilding activity slowing, the remaining growth levers are pricing discipline, modest volume gains, and operational efficiency. That points to steady, utility-like returns—not explosive growth.
Not really. If you know the business QXO is safer and more room to run. MU is cyclical. Most of the big gainers aren’t sexy stocks .. The building supply industry is massive and yet so fragmented. They are off to a great start and it’s early.
They have an acquisition coming error July I’ve been in QXO at 14$ They don’t even need any new acquisitions to go on a run here. Just continuing to get the Beacon acquisition to run smoothly gets QXO to 30 $ And then add some M&A and it looks and more enticing.
QXO. My DD below if you haven’t seen it yet. I trust Brad Jacobs (and Jared Kushner only helps.) https://www.reddit.com/r/qxo/s/AFgnViE8E6
QXO. My DD below if you haven’t seen it yet. I trust Brad Jacobs (and Jared Kushner only helps.) https://www.reddit.com/r/qxo/s/AFgnViE8E6
QXO is a great one. I was reasonably early into XPO (another Jacobs play, for those who are not Jacobs-pilled) and am up 8x. Just received a big cash boost from Apollo yesterday. They are going shopping, and stock went up like 18%.
Old post but wanted to respond to you. My DD on QXO below. Should answer all your questions. https://www.reddit.com/r/qxo/s/AFgnViE8E6
QXO. My DD below. Please read and tell me how you aren’t bullish! I trust Brad Jacobs (and Jared Kushner only helps.) https://www.reddit.com/r/qxo/s/AFgnViE8E6
My DD on QXO below. Please let me know what you think! https://www.reddit.com/r/qxo/s/lfrnapGOzK
My DD on QXO below. Please let me know what you think! https://www.reddit.com/r/qxo/s/lfrnapGOzK
My DD on QXO below. Please let me know what you think! https://www.reddit.com/r/qxo/s/lfrnapGOzK
My DD on QXO below. Please let me know what you think! https://www.reddit.com/r/qxo/s/lfrnapGOzK
My DD on QXO below. Please let me know what you think! https://www.reddit.com/r/qxo/s/lfrnapGOzK
My DD on QXO below. Please let me know what you think! https://www.reddit.com/r/qxo/s/lfrnapGOzK
My DD on QXO below. Been sharing this everywhere as I out a lot of time into it so apologize if you’ve seen it already. Please let me know what you think! https://www.reddit.com/r/qxo/s/lfrnapGOzK
https://preview.redd.it/zslzr5w6ctbg1.jpeg?width=1320&format=pjpg&auto=webp&s=5498be01452402deea8f9a12db41dacee0989dad I own MU too. I don't view it as "safer" at current levels so I'm not adding here, but I'll keep selling calls on my shares. I think QXO has more upside from current price this year and I have a high level of confidence in Brad Jacobs.
And if you bought $MU you would be up 40% which is a much safer pick than $QXO
No? S&P 0.85% YTD, most of the big tech names -2% to 2%, comparables like Lowes and Home Depot only up around 1.5%. QXO is up majorly on a catalyst of a billion dollar investmsnt to fuel the next acquisition, which will lead to rerating. Maybe if you were loaded up on oil stocks you're up 20%+ this week after the Venezuelan Counter Strike mission.
Its my biggest position in my brokerage and I keep selling my company RSUs to buy more, I'm fairly bullish on my company but its a much more competitive landscape and has run from 30s to 100 this year so risk off on that and just holding ESPP now. Hoping QXO affords me a comfortable life one day. Happy to have met you as well, I definitely owe you one!! I joined the QXO sub today after your comment so I'm sure we'll brush shoulders there again.
I’m all about meeting someone who knows more than me and equally bullish on QXO! I only accumulate shares. It’s my second biggest position behind NVDA and hopefully will one day be my #1!
Wow made my day! And it’s sir lol check out the QXO page I posted a picture of a QXO truck today that I saw on the road.
$QXO up 20 fucking % and I distinctly recall some "sophisticated professional investor" warning of high valuation on the stock with some "sophisticated" DCF posted on twitter and these jackasses are lying to us.