Tom Homan

Border Czar
@RealTomHoman · tracked since Feb 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
GEO long +75.2%
CXW long +21.6%
Worst Calls
No live losers yet
Most Mentioned
GEO ×1
CXW ×1
Recent Calls
CXW long 3 months ago
GEO long 3 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +48.4% Long Return +48.4% Short Return -
Average Return
7d +9.1%
30d +10.2%
90d +41.7%
Result
Result
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Thesis
Theme
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Long
Feb 12
$17.86
+21.6%
Homan confirms the "success" of the Minnesota operation and highlights "unprecedented coordination" with state and local officials. While the specific Minnesota operation is winding down ("drawdown"), the explicit validation of this enforcement model suggests it will be replicated in other jurisdictions. A proven, coordinated strategy increases the likelihood of sustained federal contracts for detention and processing infrastructure nationwide, rather than ad-hoc, chaotic surges. The "success" signals political capital to continue funding these private contractors. LONG. The administration is refining its enforcement machine, ensuring long-term demand for private prison REITs. The "drawdown" could be interpreted as a reduction in total enforcement volume if not immediately redeployed to other regions, temporarily hurting occupancy rates.
Homan confirms the "success" of the Minnesota operation and highlights "unprecedented coordination" with state and local officials. While the specific Minnesota operation is winding down ("drawdown"), the explicit validation of this enforcement model suggests it will be replicated in other jurisdictions. A proven, coordinated strategy increases the likelihood of sustained federal contracts for detention and processing infrastructure nationwide, rather than ad-hoc, chaotic surges. The "success" signals political capital to continue funding these private contractors. LONG. The administration is refining its enforcement machine, ensuring long-term demand for private prison REITs. The "drawdown" could be interpreted as a reduction in total enforcement volume if not immediately redeployed to other regions, temporarily hurting occupancy rates.
Other
Long
Feb 12
$13.47
+75.2%
Homan confirms the "success" of the Minnesota operation and highlights "unprecedented coordination" with state and local officials. While the specific Minnesota operation is winding down ("drawdown"), the explicit validation of this enforcement model suggests it will be replicated in other jurisdictions. A proven, coordinated strategy increases the likelihood of sustained federal contracts for detention and processing infrastructure nationwide, rather than ad-hoc, chaotic surges. The "success" signals political capital to continue funding these private contractors. LONG. The administration is refining its enforcement machine, ensuring long-term demand for private prison REITs. The "drawdown" could be interpreted as a reduction in total enforcement volume if not immediately redeployed to other regions, temporarily hurting occupancy rates.
Homan confirms the "success" of the Minnesota operation and highlights "unprecedented coordination" with state and local officials. While the specific Minnesota operation is winding down ("drawdown"), the explicit validation of this enforcement model suggests it will be replicated in other jurisdictions. A proven, coordinated strategy increases the likelihood of sustained federal contracts for detention and processing infrastructure nationwide, rather than ad-hoc, chaotic surges. The "success" signals political capital to continue funding these private contractors. LONG. The administration is refining its enforcement machine, ensuring long-term demand for private prison REITs. The "drawdown" could be interpreted as a reduction in total enforcement volume if not immediately redeployed to other regions, temporarily hurting occupancy rates.
Other
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