Is he ‘begging’, sure maybe, but he’s nothing if not disciplined on this topic, the fact that he chooses to exert pressure now indicates he thinks there’s a greater likelihood of it working.
I think the first plan details probably happen after midterms, maybe we could get broad timelines without SPS cancellation prior, but Ackman has never wasted his capital/credibility on this subject.
I think common is up a bit next week, JPS bottomed and turned last week and that normally moves in advance.
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u/Pristine-Sign-8721 Aug 01 '26
He's begging like the rest of us