Reddit Posts
Mentions
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.
I hope yall are paying attention to $QXO!!
Leadership at NBIS (Arkady & co), SoFi (Noto & co), Reddit (Huffman & Co) QXO (Jacobs & co)
Love QXO. Can you share the details for this one?
Just bought some calls: QXO, HOOD, RBLX, RDDT, NBIS. Which of these was a bad idea?
QXO. my DD below. CEO Brad Jacobs and his team and track record/network definitely play a huge part. The industry also has huge tailwinds. The Jared Kushner angle only helps. Please give it a read and let me know what you think! https://www.reddit.com/r/qxo/comments/1pwcinx/qxo_qxo_due_diligence/
I wrote a full DD on QXO. CEO Brad Jacobs and his team and track record/network definitely play a huge part. The industry also has huge tailwinds. The Jared Kushner angle only helps. Please give it a read and let me know what you think! https://www.reddit.com/r/qxo/comments/1pwcinx/qxo_qxo_due_diligence/
is there any particular reason QXO lost 8,5% on the day?i dont see any news about it.
What’s up with the insane QXO dump today? No negative news and not an AI stock, seems more dumpy than just tax harvesting
My full DD on QXO. Please give it a read and let me know what you think! https://www.reddit.com/r/qxo/comments/1pwcinx/qxo_qxo_due_diligence/
My full DD on QXO. Catalysts: acquisitions and increasing profits via tech and Brad Jacobs playbook. https://www.reddit.com/r/qxo/comments/1pwcinx/qxo_qxo_due_diligence/
Thanks - good info. I like the opportunity of QXO. I first heard about it from an article in Barron’s ~about 6 months ago. Next 5-10 years seem promising.
My full DD on QXO. Please give it a read and let me know what you think! [https://www.reddit.com/r/qxo/comments/1pwcinx/qxo\_qxo\_due\_diligence/](https://www.reddit.com/r/qxo/comments/1pwcinx/qxo_qxo_due_diligence/)
Thank you! I just started this one. The QXO one was giving me headaches posting. Hopefully we can grow this one out.
My full DD on QXO. Please give it a read and let me know what you think! https://www.reddit.com/r/QXOstock/s/iaEVyB3lnd
My full DD on QXO. Please give it a read and let me know what you think! https://www.reddit.com/r/QXOstock/s/iaEVyB3lnd
My full DD on QXO. Please give it a read and let me know what you think! https://www.reddit.com/r/QXOstock/s/iaEVyB3lnd
My full DD on QXO. Please give it a read and let me know what you think! https://www.reddit.com/r/QXOstock/s/iaEVyB3lnd
My full DD on QXO. Please give it a read and let me know what you think! https://www.reddit.com/r/QXOstock/s/iaEVyB3lnd
My full DD on QXO. Please give it a read and let me know what you think! https://www.reddit.com/r/QXOstock/s/iaEVyB3lnd
My full DD on QXO. Please give it a read and let me know what you think! https://www.reddit.com/r/QXOstock/s/iaEVyB3lnd
My full DD on QXO. Please give it a read and let me know what you think! https://www.reddit.com/r/QXOstock/s/iaEVyB3lnd
QXO. Rich get more money, want more real estate, want to build shit on real estate, are operating at scale and care less about mom and pop relationships, QXO stands to grow immensely. Former XPO guy now runs it. I think they're \~$12B now, stated goal of $50B/year in a few years with a path to achieve it.
QXO Brad’s about to do it again!!!!
It's a play on Brads earlier success with a new company. He recently hopped off his earlier positions to dedicate his time to QXO. Beacon is the muscle to get acquisitions going in the sector and he will attempt to ramp up revenue tenfold in the coming decade. Look at XPO, GXO and URI. At this time it's probably an early entry. Here in Sweden our biggest platform shows just 129 individuals owning the stock. So it may be speculative, but it does have a solid ground to stand on as well. The future is a bit unsure but I guess that is what makes it extra interesting.
QXO. It's Brad time, baby.
> QXO sleeper stock thats going to break out for sure
I'm loaded up on QXO hoping for a breakout to a new floor in 26.
QXO - bet that housing will rebound in 26, interest rates will go down and the Trump admin will be looking for domestic wins furthering the bull story for housing
I’m all in on QXO. Working on DD post now. Hope to have it out soon.
I’ve been buying QXO for about 2 months. Starting around $19 and down to $16 and all the way back up. A couple acquisitions and I think this will really start moving.
In Brad I trust. I’m only accumulating now in QXO and KRKNF. QXO as the “safer” play. Kraken as the degenerate moonshot.
QXO is also an interesting play, I recently started building a position in QXO. Brad will not miss.
QXO up almost 30% in a month, lower interest rates, their recent earnings and acquisition plus Brad Jacobs at the helm make it a very attractive buy to me.
Use QXO! They use mostly (nearly all) US products. But your point is for sure valid.
Rate drops will help construction further as well. Lower rates incentivizes builders to build, will unlock purchase market (rehab etc) and then people putting off projects more likely to borrow to complete. QXO is one I’m in big and expect the lower rate environment to help it dramatically.
Whao, why is QXO up 4.5% on premarket?
Oh sorry QXO RKLB NBIS TSLA and super small fun bet on ALRT
For some reason the video is “unlisted” so you can only get to it with this link. I’m working on a full DD on this company. Look for it on the QXO page next few days. This is currently my 4th largest position and planning to make it #2 (behind NVDA) and possibly #1 at some point. https://www.youtube.com/watch?v=63LhuTfWURc
Most of you probbaly aren't monitoring this stock but can anyone explain QXO's insane consistent climbup this past week? Not that I'm complaining,