What top creators are saying about QXO, Inc.(QXO)

A guest said he bought more shares, reflecting a personal investment decision rather than a general recommendation.

Mentioned as a stock that moved during the session, without specific investment analysis.

A guest said QXO was misunderstood, had been adding to his position, and had a five-to-ten-year investment horizon, while acknowledging the stock could fall to $8. No detailed fundamentals or valuation analysis was provided.

Mentioned mainly in connection with daily share-price movements or broad sector performance; no specific recommendation or price target was provided.

Higher rates were cited as a challenge for rate-sensitive businesses. Michael Burry reportedly added to his position, but his strategy and timing do not establish a suitable trade for other investors.

Mentioned in a market-price check-in without substantive company-specific investment analysis.

Mentioned in market commentary without a developed investment thesis or price target.

Michael Burry reportedly added to a long position, with construction demand cited, but a large acquisition funded through dilution could hurt shareholders.

Michael Burry initiated a position in the company as an asymmetric re-rating play, trading below its $12.80 book value and 5.5x adjusted EBITDA with leading building materials distribution positions.

Reported strong Q2 EBITDA growth with shares up 3% to 4%, reaffirming long-term rollup targets to reach $50 billion in revenue within the decade.

Transforming into a major industry player through the $17 billion acquisition of TopBuild, Beacon, and Kodiak; deal is described as massively accretive with $300 million in targeted synergies.

Jumped 16% on news that it is raising $1 billion in equity from Apollo Global Management, which is seen as a major vote of confidence.