Calls
2
Todd Lyons
Senior Official, U.S. Immigration and Customs Enforcement (ICE)
Win Rate
100.0%
return
+102.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 12
$17.86
+78.3%
Todd Lyons confirms there are 1.6 million final orders of removal currently at large. Senator Hassan mentions ICE has identified a commercial warehouse in Merrimack, NH, for a *new* detention center, despite local opposition. The administration's strategy relies on mass processing and detention. Even as the specific "Minnesota Surge" ends, the identification of new sites (NH) and the sheer volume of targets (1.6M) implies a structural shortage of bed space. Private prison operators are the only entities with the swing capacity to handle this volume. LONG. The "standing down" of the surge is a tactical shift, not a strategic retreat. The infrastructure build-out continues. Political risk; local jurisdictions (like Merrimack, NH or Mississippi) successfully blocking specific facilities.
Todd Lyons confirms there are 1.6 million final orders of removal currently at large. Senator Hassan mentions ICE has identified a commercial warehouse in Merrimack, NH, for a *new* detention center, despite local opposition. The administration's strategy relies on mass processing and detention. Even as the specific "Minnesota Surge" ends, the identification of new sites (NH) and the sheer volume of targets (1.6M) implies a structural shortage of bed space. Private prison operators are the only entities with the swing capacity to handle this volume. LONG. The "standing down" of the surge is a tactical shift, not a strategic retreat. The infrastructure build-out continues. Political risk; local jurisdictions (like Merrimack, NH or Mississippi) successfully blocking specific facilities.
REITs
Long
Feb 12
$13.47
+127.2%
Todd Lyons confirms there are 1.6 million final orders of removal currently at large. Senator Hassan mentions ICE has identified a commercial warehouse in Merrimack, NH, for a *new* detention center, despite local opposition. The administration's strategy relies on mass processing and detention. Even as the specific "Minnesota Surge" ends, the identification of new sites (NH) and the sheer volume of targets (1.6M) implies a structural shortage of bed space. Private prison operators are the only entities with the swing capacity to handle this volume. LONG. The "standing down" of the surge is a tactical shift, not a strategic retreat. The infrastructure build-out continues. Political risk; local jurisdictions (like Merrimack, NH or Mississippi) successfully blocking specific facilities.
Todd Lyons confirms there are 1.6 million final orders of removal currently at large. Senator Hassan mentions ICE has identified a commercial warehouse in Merrimack, NH, for a *new* detention center, despite local opposition. The administration's strategy relies on mass processing and detention. Even as the specific "Minnesota Surge" ends, the identification of new sites (NH) and the sheer volume of targets (1.6M) implies a structural shortage of bed space. Private prison operators are the only entities with the swing capacity to handle this volume. LONG. The "standing down" of the surge is a tactical shift, not a strategic retreat. The infrastructure build-out continues. Political risk; local jurisdictions (like Merrimack, NH or Mississippi) successfully blocking specific facilities.
REITs
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Todd Lyons has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: GEO, CXW.
