A Capital on X
@310Value @StockTalk416 It’s also not saying pinned because it’s not definitive. Look at the price action of the comps. Massive $GFL call buying $RSG $WCN
NYSE
Waste Connections, Inc.
WCN
2 stories
$39B Market cap · 2026-10-14
Broken Moats on X
Sector action is bizarre today --- travel/discretionary (ex amazon (who posted very lousy prime sales) are surging), housing and adjacent like furniture ($w $wsm), biotech adjacent bid ($rgen, $medp) and waste stocks ($wcn). You want to derrick micron, I get it. And I get gas prices lower, market expects to fade out rate cuts that were priced moving forward as Warsh moves to trim mean/new data versus actually being hawkish, and some impact on a name like $hd off the housing bill. But all of these things are at the margin and known leading up to today --- so why target, kbh (on relatively inline to disappointing numbers yesterday) Expedia today versus yesterday? Market moves in very funny ways recently
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Companies the stories above are also about, besides WCN.
