Apr. 18 at 2:08 AM
I am pumped for 1Q ER’s coming up over the next few weeks. Some of the stocks in my portfolio that I’m expecting a big pop on earnings:
$PGY - my largest holding rn. On a vertical path earnings wise and I’m hoping for a upward revision of the ‘26 outlook to really crank up the heat
$GNRC - exciting times as they aggressively move into the data center backup opportunity. Any specifics re: hyper scaler contracts will really jack it up
$KLAR - this company is winning rn. Getting placed in all the right places and expanding daily. BNPL winner, expect significant yoy growth.
$LNC - put another log on the fire. This company just keeps executing. Solid result
after solid result. Still trying to win back the heart of WS after the 2022/23 calamities. Another ER to remind everyone this is being sold at like a 5-6 PE and they WILL beat expectations.
