Reddit Posts
$QXO - Raise the roof after earnings tomorrow
2026 YTD which tickers have you realized losses, or expect to realize losses soon? Yes, losses
QXO: A boring roofing roll up company with potential for explosive growth
Googling stock charts and getting weird foreign exchange tickers
Insider Trading Weekly Update #024: $DDOG CEO, $AA CFO Dump Shares, Largest Trades + Sector and Market Cap Overviews From The Past Week
o where do I stand.. week ending 12-2
$URI SMA10 & SMA20 Crossover YTD (4.5% Gainer) OceanAlgorithm.com
Is This The Real United Wholesale Mortgage Website Account
Overlooked stocks that supply growing industries
Hurricane Ida is "Worst in 170 Years" How to Bankroll the Destruction Like an Ape King
Hurricane Ida is "Worst in 170 Years" How to Bankroll the Destruction Like an Ape King
Hurricane Ida "Worst in 170 Years" How to Bankroll The Destruction Like an Ape King
URI undervalued, target 350+. URI seems to be a perfect long-term investment as investors get in
Why are material and infrastructure stocks falling this month?
Why are material and infrastructure stocks falling this month?
Explain to me how infrastructure stocks won't continue to grow exponentially over the next 2-3 years
Explain to me how infrastructure stocks won't continue to grow exponentially over the next 2-3 years
Mentions
$URI has done pretty solid the last 3 years. The cranes they have on sight run around 5k/day each!
I'm buying puts for URI. It's gotta do the same exact thing as CAR, right?
I have been watching CAR and it has fallen 44% today. Did anyone get in on the money grab? If I u destined it - it is called a short squeeze Now URI seems to be rocketing. It is up 23% with no real news. Is this another squeeze?
Noone talking about URI. Wtf happened to this place?
$TXN Texas Instruments, 4:00 pm $CSX CSX, 4:00 pm $TSLA Tesla, 4:05 pm $LRCX Lam Research, 4:05 pm $LVS Las Vegas Sands, 4:05 pm $IBM IBM, 4:10 pm $NOW ServiceNow, 4:10 pm $URI United Rentals, 4:15 pm $MOH Molina Healthcare, 4:15 pm $HXL Hexcel, 4:15 pm $KMI Kinder Morgan, 4:05 pm
I know you were in CAT, DE. Thoughts on URI?
Carl also pushed for the AAPL dividend, so you were getting paid to wait those 5 years as they steadily decreased the share count and increased revenue and profits. Netflix OTOH was busy disrupting an entire industry. Companies like Apple, Netflix, and many others likely to be multi-year or even multi-decade stories have had multiple serious drawdowns on their journey to 10x and more, but not many people are good at getting in and out at the right times, and there may be tax factors working against them. Non-tech companies like URI and CAT that have done well are another story. Companies like APP and PLTR you mentioned are much more trading vehicles, and if that's your thing, good luck timing them just right. Sounds like after three good years, you may have let some trades become investments.
Calls on CAT and URI. Time to bury those silver quarter rolls in the back yard.
Has anyone looked at the bid/ask on URI 550-1200 😂
Let me give people a real world example of Claude. I once asked it to make me a python script to create DNS entries in Cloudflare, and I kept getting a URI error. I told Claude, I think you do have the correct URI for the API, and it kept telling me that my token did not have access. After a few hours of of Claude added more and more crap code to my script, I finally looked up the URI in Cloudflare's documents, and yes Claude was missing some context in the URI and had it wrong. The lesson is, if you don't know what you are doing Claude, like all AI, will send you down rabbit holes because it is always confidently incorrect.
An employee of mine (one that was a millionaire at one point from trading, but lost it all on options during .com bubble) told me to buy URI when it was 50sh in 2014/2015 timeframe…5k investment then would be 87,500 today.
Anyone buying URI? They look cheap
Thoughts on averaging up in URI or CLS at these prices?
I agree it has potential, but for very different reasons. They have good potential of being acquired at a premium price just to make them go away. URI losing out on the HEES acquisition just means they are sitting with a boat load of cash looking for their next target. EQPT certainly fits the bill if they can win enough market share to justify taking on their debt load. Problem with gaining market share right now is you have to do it through quality service, not cutting rental rates. The majority of the current fleet was bought at post pandemic prices, but rental rates are dropping to pre pandemic levels because equipment supply has caught up to the demand. No doubt EQPT will win a lot of business in commercial construction due to their aggressive rate strategy, but will they be able to gain market share in the industrial sector where the legacy rental companies are entrenched? Time will tell. Very excited to see how it all unfolds.
Not a financial advice. Personally, I think it is an interesting company. Now EQPT is a rental company which uses software to promote its services. However, in the long run - it can be a high-margin software company which used rental and equipment selling businesses to popularize its technology. Now EQPT competes with giants like United Rental. But if its software becomes widespread (we do not know if that true, of course), its largest competitors can become its customers. And even if it does not become a dominant player on software side - being a company in quickly expanding market is still not a bad thing. About the competitors - people often mention Samsara (IOT) and United Rental (URI). An edge EQPT has over IOT is that it actually rents and sells equipment with its software. There will be competition with giants of industry, but still - as market of such software is exploading, they will win.
Shit needs to get built this URI rentals 📈
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.
Save this post because I will be completely wrong: $CNI, $CP, $TOST, $LIN, $URI, $CB. These picks will underperform everyone else's picks on the planet because I am dog shit at stock picking.
Puts on URI till they end this govt shut down, uri going down to 800 if this shutdown last long enough. don’t say I didn’t try to help ya
URI I fucking love you
URI. Bought in 2020 for (apprx) $175 per share. Today it closed at $945.26
So the geniuses in government decided to slap a tariff on steel, which means the price of all the big yellow toys (excavators, loaders, etc.) is about to go to the goddamn moon. We're talking a potential 35% hike on a new half-million-dollar machine. Now, do you think construction companies, who run on razor-thin margins, are just gonna bend over and pay 35% more for a shiny new Caterpillar? HELL. NO. Their CFOs would rather light a pile of cash on fire. New equipment sales are going to fall off a cliff. This is what we in the business call "demand destruction." So where does all that money go? Smart apes follow the money. The Used Market: Every construction foreman in the country is going to be panic-buying used equipment. The price of a 5-year-old excavator with 10,000 hours on it is about to look like a steal. They'll pay a fortune to keep their projects running. The Rental Fleet: Why buy the cow when you can get the milk for a fraction of the price? Companies will rent EVERYTHING. Why take on a massive new loan when you can just rent a machine for the 6-month job? Rental fleet utilization is going to spike like crazy. The Repair Bay: They will keep their ancient, rusty machines alive with duct tape and prayers. "The engine is smoking?" Slap some new parts in it. "The hydraulics are leaking?" More fluid! The demand for parts and service will be insane. THE PLAY - HOW WE GET OUR TENDIES: Forget shorting the manufacturers, that's complicated. The real play is to go long on the companies that will clean up from this chaos. United Rentals ($URI): This is the king. The 800-pound gorilla of the rental world. They have the largest fleet on the planet. Their phones are going to be melting. This is the most obvious 🚀 in the entire play. Ritchie Bros. Auctioneers ($RBA): Where do you think everyone will be fighting over used gear? RBA is the world's biggest auction house for heavy equipment. They are literally the casino for this shift, and the house always wins. They take a cut of every single inflated sale. Herc Holdings ($HRI): Another huge rental player. Think of it as URI's little brother who also hits the gym. A solid choice if you want to diversify your rental bets. This isn't a guess, it's an inevitability. The government has created a market distortion, and we're here to profit from it. New equipment is out, used and rental is in. Load up on URI and RBA. This is not financial advice, I eat crayons for a living. To the moon. 🚀🚀🚀
I going with $URI that’s blowing up for some reason
this sounds about right industry that he would do. he is missing an industry stock in his portfolio.. but not URI, too well known.
Best thing about BRK. If they like pharma they’ll buy it. It’s going to consolidate for a while then take another leg up. Now is a great time to be buying Brk.(always is but def right now and next few months as it continues to adjust back to a normal price) If you want a more diverse play buy some XLF. Financials should do well and when AI really hits the banks. Another play URI(it is expensive). You want AI. They build data centers. They build energy. They build buildings. They build whatever. Buy the pick and Axe. Hold It forever if you do. Good luck
Growth stocks. Currently, CRWD, AXON, GOOGL, NVDA, EA, LLY, AMZN, URI, PGR, MPWR.
QXO. Oh, it’s not one of the other tickers you’ve heard of? The billionaire who runs QXO started URI. Oh, haven’t heard of URI? Go look at the chart. Their stock out-performed GOOG and AAPL on percent returns the past 10 years. QXO, now $22, will be $500 in 5-10 years IMO. Another mention is METI. Their percent returns are insane and likely to continue.
I like GEV, Google, IBM, HON and URI. I think that Intel, NEE, and Hasbro struggle a bit.
10-20 year plays are generally better in an ETF because it’s diversified. Better in the sense that individual stocks sometimes fall out of favor or the management team fucks up or the product updates aren’t what customers want or some new product comes out from a competitor etc… Or in the case of hype / meme stocks like Palantir, a rug pull happens after price has shot up a huge amount for no real reason. That said, out of the stocks you mentioned, Apple hasn’t been performing super well for the last year but is still a great company. Nvidia is definitely doing well and is expected to continue its hyper growth for the next year or so. TSMC is a good bet too. But there are plenty of other good stocks like Costco, URI JPM etc that aren’t in the hype cycle and perform well. Remember that building wealth is a long term game. Chasing rocketing stocks, the rocket often fizzles out and come back to earth. Good if you can time it right. Money loosing if you can’t. If you’re going to pick stocks, it’s best to keep on top of prices and future outlook. Doable if you have time. Good luck bud!
I'm in WM, ETN, and Fedex, no particular sub sector I'm looking at. Kicking the tires on URI, GE, maybe CSX. I don't want builders or professional services.
not really? I am too late for more electricals, not interested in things like professional services, right now I'm kicking the tires on URI and GE but also looking into some defense names. I'm not looking for a core holding, just something to round me out. I'm in WM, ETN, and Fedex atm.
I actually don't really follow the company too much, but more of a bell weather company in terms watching earnings to get insight into other sectors/things I invest in. They are pretty small player in the space. URI is also interesting too if you are looking for something that is off the highs and just a great compounder. Another Brad Jacobs roll up company.
A little contrarian and I’m willing to be patient on these - truckers: MRTN SAIA JBHT ODFL Everyone thinks European defense is the hot new thing. But HII has a much more room to move IMO. “Picks and shovels” is a theme that should continue to work: ENTG, URI, OKE, TMO, VMC
This sub loves just regurgitating the same mag 7 names over and over lol. Names I like: PANW, CRWD, URI, LMT, VST, and MRNA
I've been rebalancing since August 24' Slowly transitioning between individual stocks and ETFs. Equities to Bond/Cash equivalent. Last rebalancing occurred end Jan, selling 25% of NVDA and 15% of my Visa, for SCHD/SCHG/BIL, 35%/25%/40%. Added small position in the VIX to hedge. Maintaining DCAing into value, international but keeping any growth allocation in cash equivalents right now. Not trying to time the market, but conscious of the 200dma and how we crashed through that today. I don't see the need to avoid technicals. I'm looking for a capitulation day, fall like today on heavier volume, maybe show a mid day reversal. Likely add to Alphabet, Amazon if we see another 5-10% drawdown and I'm well positioned with those companies currently if that doesn't happen. Times like these are perfect opportunities to start a wish list. Sane thing I did in 2020, adding GS, URI, SHOP, to the long-term portfolio.
URI has close to 50% upside to ATH
Calls on URI because we are going to need a lot of equipment to clean up this 🥭Mess
Perhaps URI thought the price was too high and that’s why they didn’t submit a revised proposal? I’m not saying that’s the case, but URI has been good to me for years I have to trust management. Not opposed to a position in HRI, but def wouldn’t sell my URI either.
This looks fairly valued compared to URI similar P/s, P/E and P/ FCF but much higher D/E 3.5 and lower margins. That's pretty high and I assume they are going to take on even more debt or going to dilute itself. What's the reason to buy this over URI?
Yep! The combined merger with [HEES](https://stocktwits.com/symbol/HEES) will have over 700 locations. more than half of $URI. and one TENTH the market cap... :)
Coming from someone with an extensive portfolio (thousands of equities spread across multiple accounts) I can tell you my management companies are designed to focus on sectors of the market, and they all have different strategies depending on their goals. Some manage just large cap stocks, others mid caps, another my internationals for instance. For instance my "income" account is about 30 solid large cap funds that always produce. They do not trade from this account. It is just "buy & hold" for the long term as opposed to... Another one of my accounts which is managed on a day to day basis with active trades daily. Most equities hold 5 and 6 figures of value (Like NVDIA, MS, APPL, URI, TSM, DHI, LEN, CAT, GS, PLTR for my top 10) some others only a few thousand, but there a lot of them. Depending on the managers strategy they determine what needs to be adjusted. For instance: every time my NVDIA hits $100k we peel some off of the top and reinvest it to rebalance the portfolio. This is not a "normal" account that most ppl would have but it was started in the 1980s and has diversified to the point where PE is now my hedge against stocks & bonds.
and GS, and JPM, and URI, shall I go on?
Oh for sure, I will say that BingAI isn’t good for really anything tbh. With Claude, if you ran into that issue, it’d just require you asking about it, maybe including a screenshot of the error. I ran that request through Claude for you, let me know what you think (this will just be a copy/paste btw) I’ll help you create a Java program that validates XML against an XSD schema. > import javax.xml.XMLConstants; import javax.xml.transform.Source; import javax.xml.transform.stream.StreamSource; import javax.xml.validation.Schema; import javax.xml.validation.SchemaFactory; import javax.xml.validation.Validator; import java.io.File; import java.io.IOException; import org.xml.sax.SAXException; public class XMLValidator { public static void validateXMLSchema(String xsdPath, String xmlPath) { try { // Create SchemaFactory SchemaFactory factory = SchemaFactory .newInstance(XMLConstants.W3C_XML_SCHEMA_NS_URI); // Create Schema Schema schema = factory.newSchema(new File(xsdPath)); // Create Validator Validator validator = schema.newValidator(); // Create Source from XML file Source source = new StreamSource(new File(xmlPath)); // Validate validator.validate(source); System.out.println(xmlPath + “ is valid against “ + xsdPath); } catch (SAXException e) { System.out.println(“Validation Error: “ + e.getMessage()); } catch (IOException e) { System.out.println(“IO Error: “ + e.getMessage()); } } public static void main(String[] args) { // Example usage String xsdPath = “path/to/schema.xsd”; String xmlPath = “path/to/file.xml”; validateXMLSchema(xsdPath, xmlPath); } } Here’s how to use this validator: 1. First, make sure you have your XSD schema file and XML file ready 2. Update the `xsdPath` and `xmlPath` variables with your actual file paths 3. Run the program For example, if you have these sample files: Sample XSD (schema.xsd): ```xml <?xml version=“1.0” encoding=“UTF-8”?> <xs:schema xmlns:xs=“http://www.w3.org/2001/XMLSchema”> <xs:element name=“employee”> <xs:complexType> <xs:sequence> <xs:element name=“name” type=“xs:string”/> <xs:element name=“age” type=“xs:integer”/> </xs:sequence> </xs:complexType> </xs:element> </xs:schema> ``` Sample XML (employee.xml): ```xml <?xml version=“1.0” encoding=“UTF-8”?> <employee> <name>John Doe</name> <age>30</age> </employee> ``` The validator will: 1. Load the XSD schema 2. Create a validator instance 3. Validate the XML against the schema 4. Print success message if valid 5. Print detailed error message if invalid Would you like me to add any additional features, such as: - Batch validation of multiple XML files - More detailed error reporting - Custom validation rules - Support for different schema languages?
URI blow off top yesterday?
The market will always go higher in the long run, I am only talking about individual stocks. Like GE, URI, CAT....I plan on holding the ETFs in my trading account
I added EXP, URI, TT
I added EXP, URI, TT
GNRC, HD, LOW, URI, HUBB maybe 🤔
I think best bull bet is actually energy stocks since this will disrupt gulf of mexico oil production. One state is not going to move the needle for Generac or URI or HD etc...
URI doesn't look like a great buy
It just strengthened very recently which hasn't been priced in. Also the track of a storm isn't known well until much later in its development. That's why you see $GNRC, $HUBB & $URI all suddenly rallied in the late session today. This is only now starting to get priced in. It will take a couple more weeks to get in priced in completely.
CAVA and URI was not expecting to gain 100%+ in under a year
URI. I bought at the beginning of the capital return announcement and it has far exceeded expectations
Look at URI 1 year chart.🤑🤑🤑🤑, it was a small position but it grew a lot. I remember adding at 350 last year. It and GE just keeps going
GE and URI are monsters 👺
I’m long WMS, but it could be volatile since it has seen most of its growth run in the past few years. Pretty high pe for the industry. Same goes for URI (rents out a lot of industrial equipment/vehicles). CAT like mentioned above is a solid Industrial stock in general, but like many Industrials can be quite volatile even if it’s sort of “THE” industrial equipment manufacturer still. Probably one of the safer long term options however, since eventually you need new equipment between larger building cycles and tech developments. So it has a solid long term ebb and flow market to attract new/existing buyers between new highs typically (past performance wise anyways).
You clearly didn't read a single thing about the company. I don't mean to be harsh but it's clear that you didn't. It's not a consulting company or a business application. It used to be but it was acquired by JPE (Brad Jacob's private equity). He is one of the best American executives that specializes in roll-up companies (10 bagger in a waste management company bought by $WM, founded $URI, Founded $XPO which spun off two other companies $RXO and $GXO). Now JPE bought $SSNT (the tech company) and changed it's ticker to $QXO and committed about 6.5 billion to use it to rollup companies in the building products distribution industry. It's price fell because it increased unrealistically after the buyout announcement and the fact that there were too few shares available for trading. As soon as the new JPE shares were available for trading the stock fell to a realistic price of about 1.2 book value (around 8 billion market cap to around 6.5 billion in cash).
There’s a bunch of industrial stonks i see that never go down but I feel like eventually they’ll be great shorts if you can hold shares. Some of these jumped up 50-80% in a year. URI, NVR, CTAS, AXON, HEI, GWW, TGD, TT, etc Anyone else take a shot at these?
$QXO has been melting up the last few days. Probably from a lot of talk about building more homes. This is a rollup company ran by Brad Jacobs, who ran URI and XPO. They are looking to be a roll up company for supplies for home builders.
Anyone else seeing URI down 12.8%. I’m seeing it two places. Yahoo finance is one
Swing trades on UNH, URI, CAT, XOM, WM, NFLX if you can find support are killer trades for me especially leading into earnings
🤷🏼, I am in CAT And URI. I don’t own DE
I worked for URI as a purchasing agent and they are mobbed up, same as UPS.
It's like you idiots have no idea about the intertwining of the construction industry, homebuilders, equipment manufacturers and equipment suppliers like URI. It's essentially a bet on housing. GLTM (good luck to me, fuck y'all)
An earlier comment got me thinking about URI. I worked for them years ago as a purchasing agent, and let me tell you they are corrupt as shit. Calls.
didn't work the way i wanted... stocks from screen.. done consistently well last 5 years. no tech. no LLY. S&P 500 (i think).. and i took out residential construction names from my earlier abortive attempt here are the symbols from the screen, AXON URI (see alot and for long time now) PWR (see alot) ODFL WSO PH IRM BLDR stocks that didn't make this screen but i see them all the time, Grainger Cintas Tractor Supply Progressive Paccar Vertiv (is technically an industrial but AI play) Trane
Nah just isn’t hitting the risk tolerance. Been on UNH from that turn around in the 499 I think last week ? Love UNH but def not for the faint of heart And it’s hitting a higher daily point today. CAT isn’t ready for the WL yet. Now URI? Yeah I’ve never traded that I will def look into it thanks so much man
Sleeping on UNH. CAT and URI are great non-tech rotations too
Look at URI one month chart
i bought the dip perfectly on URI but kept my size small. it’s been up 100% for some time. my highest so far
JPM $185, URI $627.5, SOFI $6, MGM $37.5 all 6/14. Whoopsy daisies did I do that 🧐
JPM $185, URI $627.5, SOFI $6, MGM $37.5 all 6/14. Whoopsy daisies did I do that 🧐
I think $SSNT is finally turning over to $QXO. [https://www.streetinsider.com/Globe+Newswire/QXO+Completes+%241+Billion+Equity+Investment/23330593.html](https://www.streetinsider.com/Globe+Newswire/QXO+Completes+%241+Billion+Equity+Investment/23330593.html) Should be an interesting company to watch. It's Brad Jacobs new roll up company, from $XPO and $URI. He was on odd lots talking about it, but looking to roll up a bunch of smaller regional home improvement companies. [https://www.bloomberg.com/news/articles/2024-01-03/brad-jacobs-has-plans-for-a-new-multi-billion-dollar-venture](https://www.bloomberg.com/news/articles/2024-01-03/brad-jacobs-has-plans-for-a-new-multi-billion-dollar-venture) >The business plan is based on that the infrastructure is very aging and there's got to be spent about two trillion dollars in order to fix it up. Whether that happens at this pace or that pace, or from this pocket or this pocket, it doesn't really matter. It's going to have to happen. Because so you mentioned you have a house in Connecticut, so you know what I'm talking about. Driving from Connecticut to the city is a bumpy ride. Says these things have to get fixed and or later. And then on residential, you look at residential, the average house is forty two years old. I mean when I was a kid, it was ten years old. That was an old house. So it's a lot of repair and modeling is going to happen. There nothing to do with the government, the governments. I don't think the government's not going to pay Tracey Alloway to repair and remodel your house. ... >I mentioned in the beginning that one of the big eye opening things is Tracy and I have learned more about these industries is how load tech communication is, and you know, freight brokerages where it's still based on phone I think we heard right right, Maybe facts is still or maybe in the last few years there's no more facts. I'm not sure. These websites and WhatsApp groups that you know super retro in building supply distribution. When you talk about how load tech it still is, you know, let's say Tracy works with some local provider of lumber or whatever she needs, Like, what is the process by which the current status quo these these goods are delivered to a regional distribution center or to her house.
Dear URI go the other way it’s been a week ☹️
I thought you actually said you were not going to buy URI or Netflix at that time because they had already run up so much. I interpreted you didn’t think they’d recover soon
Why did URI drop 6%? That's insane.
URI was a 70 at COVID lows
Chips or URI only sure bet.