Katie Greifeld — Anchor, Bloomberg (4 trade ideas)

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Date Ticker Direction Thesis Source
Feb 13, 2026 LONG Treasury yields dropped significantly after the CPI print (10-year down ~15bps this week). The Russell 2000 (Small Caps) outperformed (+1.2%), and sectors like Utilities, Real Estate, and Materials led the market. Lower yields reduce borrowing costs and increase the attractiveness of dividend-yielding sectors. Small caps (IWM) are disproportionately sensitive to rates due to floating-rate debt; as yields fall, their balance sheet pressure eases, prompting capital rotation out of expensive tech and into these value/cyclical pockets. LONG exposure to rate-sensitive sectors and small caps as the "yield relief" trade gains traction. Re-acceleration of inflation causing yields to spike back up. Bloomberg Markets
Stocks Steady as Treasury Yields Slip After C...
Feb 12, 2026 LONG Rivian revenue beat estimates ($1.29B vs $1.2B range). Despite mixed delivery guidance, the stock surged ~10% in after-hours. The market reaction indicates that expectations were incredibly low. The revenue beat and the focus on future vehicle platforms (R2) provided enough optimism to trigger a relief rally/short squeeze in a beaten-down name. LONG (Relief Rally/Earnings Reaction). Cash burn rates and production ramp execution risks. Bloomberg Markets
Software Selloff Deepens on AI Fears | Closin...
Feb 12, 2026 LONG Instacart (CART) beat on Gross Transaction Value and Orders. Crucially, the Q1 Adjusted EBITDA forecast beat estimates. Shares up ~7%. Unlike Pinterest, Instacart demonstrated operational efficiency and pricing power by beating profit guidance. This signals resilience in the consumer delivery space despite inflation. LONG (Earnings Beat). Consumer spending slowdown. Bloomberg Markets
Software Selloff Deepens on AI Fears | Closin...
Feb 12, 2026 AVOID Airbnb beat revenue outlook for Q1, but costs/expenses in Q4 came in higher than expected ($2.51B vs $2.36B). Shares down ~5%. Even with a revenue beat, the market is punishing expense bloat. The inability to control costs overshadows top-line growth, leading to margin concerns. AVOID (Margin Compression). Successful cost-cutting measures in future quarters. Bloomberg Markets
Software Selloff Deepens on AI Fears | Closin...