NAIL Direxion Daily Homebuilders & Supplies Bull 3X Shares

$NAIL i cannot stay anymore quite on $NAIL, November is the best month of the year to homebuilders by a mile, i hope to get some dips on this week to load up BIGLY

$NAIL Bigger the drop, the bigger the future bounce. It's not like all home builders are going to all bankrupt and US will never build new houses. LOL This is highly cyclical sector that is heavily influenced by rates and economy. I expect multi-bagger out of this eventually once Iran war ends, rates tank, and NAIL rebounds big like it always have done. That said, this could drop much lower so accumulate gradually. $KBH $PHM $DHI $TOL

$NAIL zoom out on the 5 year chart....notice how at every dip it was right around September to October Then look at the next peak ... Always 4 months later

$NAIL waiting for this to fall back to reality before reloading. Sooner than later investors are surely going to see Q3 results weren’t as bad as feared, but Q4 will be as bad as ever. Huge drop off in sales in this current quarter. If the Houston, TX area is this slow, I can only imagine how bad it is everywhere else.

$NAIL After falling -88% in 13 months, the housing sector is making a nice gain today on falling 10Y yield below 5%. $SPY $QQQ $XHB $HD

While everyone is focused on AI plays, with the 10Y yield falling under 5%, the regional banks, housing, utilities, and bond ETFs are rallying very nicely!!! $NAIL $DPST $XLU $SPY $QQQ

$NAIL $SOXL $STRL — CPI dump = PPI pump, same story.. then Opex wild card I had to sell my losers to average down on faster recovery items (risky) but added on above three basically today… Now we wait From 10 holdings to 5 only now, each about 20% $NAIL $SOXL $META $STRL $AMTX

$NAIL The real estate market is heavily discounted, and with the end of higher for longer and inflation under control, this has a lot of potential for upside momentum

$NAIL wonder how far forward the home builder stocks are looking. I live in the Houston, TX area, own some rental properties (all purchased as new construction and most earlier this year) and decided to drive around to a few of the large D.R. Horton communities yesterday. These are master planned developments with other builders at some of them too. Interestingly I found almost no new construction going on anymore and inventory homes completed with grass, available signs out front, etc. Looked like a new neighborhood ghost town. Decided to walk into an office and talk to the sales people to see what the incentives are. Seems the incentives and prices have bottomed and they aren’t dropping anymore. Prices seem to have been holding at their lows the last couple months. Apparently they aren’t building specs anymore, inventory homes are discounted and then only selling from dirt after that. HUGE slowdown and can’t imagine what Q4 will be.

$NAIL Cramer just said to basically not buy a home builder due to interest rates (as an example) - insinuating systemic risk and more uncontrollable downside. Thats all the confirmation I needed to know I am long the right stock. He said the same bs doom and gloom about SaaS after I bought NOW at $85 and then sold it at $145 Apparently SaaS is great now after some stocks have already recovered 70%. He would rather you buy stocks at all time highs

$NAIL potential catalysts: housing affordability legislation, falling construction costs, better than feared earnings, institutional rotation, short covering, builder incentives, inventory stabilization Negatives: hotter than expected inflation/stagflation, weak earnings, deteriorating employment, rising inventories, housing policy disappointment, rising construction costs, broad market correction

$NAIL What's particularly interesting is that NAIL has absorbed a relentless series of disappointing housing headlines, yet the price action has improved. That's potentially an early sign of sellers becoming exhausted. Risk is increasingly skewed to the upside imho

$NAIL could this drop further, of course. Will it, who knows. Extreme downside is highly unlikely, bottom is forming in housing at the moment, but won’t last long. Too much demand and minimal inventory. Rates and oil prices are the 2 pressures…but still… major and small cities still building and can’t put this stuff up fast enough. Just flew to Huntsville AL of all places to scope out some real estate investments (only new development). Unreal how lil’ ol’ Huntsville is booming. An Nof1 and microcosm, just my 2 cents 🐂’ish

$NAIL BUY! Just keep adding. This will boom soon enough. Sep/Oct are worst months for this ETF. Track it back last 5yrs you’ll see. Always rallies. 🐂

$NAIL once there is a bonafide end in sight to the war, oil drops (which it will) and interest rates get relief (moreover dove’ish comments from the Fed) this thing will fly. More homes are needed and supply isn’t there. 🐂

$NAIL bond vigilante are at it… rates will go down.. I added some more yesterday and today.. will sell half position around 30$,, rinse and repeat half, keep half intact

$NAIL I don’t understand why this would be up after the data. Was the expectations just so much lower than the estimate that it went up?

$NAIL I think this still have room to go down. Everything is expensive. Building, eating, travelling. No one is upgrading or investing in home or real estate or building out beside data center. Ill wait till $10 then buy

$NAIL this gets a 25 or 26. I start buying? Trump has cooked the housing market. What a moron.

$NAIL wow what mover today was not expecting this today. Remain long this at $32.78 - will likely add more if we revert back to $25-27.50.