Sep. 9 at 4:53 PM
$PEP Elliott Management took a
$4B stake & wants cost cuts, refranchising, & simplification. Translation: recycle the activist playbook. Shares dropped 3.2%, & Ascent Group cut holdings by 12%. The only thing slimming down is sentiment.
#ETSY Etsy’s platform engagement & merchant growth are reinforcing the
$72 level. Consumer-spending resilience (whimsy goth, fetish fashion, handmade crafts, domestic charm)
#SG Sweetgreen’s luxury athleisure lifestyle setting: bright & clean interior, crisp greens, bright wooden textures (post-class vibe) is reinforcing the
$18 level. Surrounded by the fresh & airy atmosphere & “glowing with a post-yoga sweat.“
#XHB Homebuilder demand trends & housing supply dynamics are reinforcing the
$120 level. Fed rate-cut speculation & “golden cross” approaching.
#BTC Bitcoin’s on-chain metrics & institutional flows are propping up the
$112,000 level. Fed rate-cut speculation & “liquidity expansion.”
