Nov. 12 at 1:35 PM
Santa Claus rally loading? 🎅📈
Three beaten-down sleds I’m watching into 2026:
$PFE – crushed >50% from 2021 highs, but lining up a comeback:
$10B Metsera obesity bet,
$70B R&D push, and a fat ~7% yield while you wait 💊
$NEM – gold titan with a low-teens P/E, tied to endless money printing and shiny metal demand 🥇
$UTZ – salty snack sleeper: margins improving, deleveraging, expanding in the biggest U.S. snack market while trading below Street targets 🥨
If Santa shows up, which one are you riding: value pharma, gold hedge, or snack growth? 🎄📊