$CAPS
- Capstone positioned to benefit as small-caps lead 2026 (BofA predicts 17% earnings growth for small caps vs 14% large caps)
- Russell 2000 outperforming S&P 500 for 14 straight sessions - affirms small-cap thesis
- New homebuilder projects added = 300K sq ft annualized demand
- Firepit product launched - expanding retail portfolio
INDUSTRY TAILWITS:
- Home remodeling market: $997B → $1.04T in 2026 (+4.9% CAGR)
- Remodeling expected to OUTSHINE new construction in 2026
- NAHB forecasts +4% home improvement spending in 2026
- Building products consolidation underway - favor to multi-regional platforms like CAPS
- Structural labor shortage (349K workers needed) = demand outpaces supply
BULLISH TAKE:
- Small caps LEADING the market in 2026
- Remodeling cycle
- CAPS $100M revenue target within reach
- Q2 EBITDA profitability = major catalyst coming
CAPS is positioned at the right time in the right sector. The pieces are aligning.
$SWK $LL $GMS
Alright listen up clowns - (That's everyone without $CAPS Shares) - the real next catalyst is staring you right in the face and nobody’s talking about it:
Capstone just integrated a multi-location distributor in ONE DAY. ONE. DAY!
Do you understand how insane that is in this sector?
And here’s the logical next step that every serious operator in building products does:
📌 Next News I’m fully expecting:
Capstone launches unified national dealer portal + begins onboarding new premium brands
We’re about to add brands that smaller distributors can’t get
More SKUs = more revenue per warehouse
Bigger digital footprint = higher margin online orders
You want a reason for:
institutions to wake up?
for analysts to initiate coverage?
for shorts to tap out?
A national dealer portal with unified ordering and premium brand expansion is EXACTLY the kind of announcement that would do it
When this news hits? CAPS will never be under a buck ever again $SPY $QQQ $IWM $GMS
This is what people still aren’t getting about $CAPS
The stone you see in this picture isn’t “commodity rock.”
It’s the kind of architectural veneer + natural stone now sitting inside Capstone’s portfolio after the CSI acquisition — the same class of products sold under brands like:
🔥 Pangaea Natural Stone
🔥 TerraCraft
🔥 ThinCut™ Natural Stone
🔥 TIER® Natural Stone
🔥 Versetta Stone®
🔥 Cultured Stone® (through CSI distribution)
These are premium exterior + interior cladding systems used in modern builds, renovations, luxury homes, commercial facades — the exact places where contractors and architects won’t downgrade on quality.
This is the future of Capstone’s model:
Premium brands → Premium margins → National footprint → Roll-up revaluation.
We’re not early because it’s cheap.
We’re early because almost nobody realizes how big this brand lineup actually is.
CAPS🤙$SITE $LOW $GMS $BECN
$LAC: $GMs offtake agreements for 100% of production volumes from Phase 1 for 20 years, plus 38% of Phase 2 production volumes for 20 years, and a right of first offer on the remaining Phase 2 production volumes are in tact with this agreement. Doesn't that mean $LAC is still effectively "sold out" in advance for Phase I for 20 years? :)
$LAC $LAC shares jumped 26 percent when $GM announced the second tranche of their Thacker investment last year about this time. $GMs initial $LAC investment was in 2023. https://www.investopedia.com/lithium-americas-gm-form-a-joint-venture-to-develop-nevada-lithium-mine-8729088
Also notable GS also just raised $GM's price target to $74 this morning.
@JackKahuna Also it appears $GMS was a two-stepper. $QXO is primarily a one-stepper but has a two-stepper revenue center as indicated by a person in the comments section of that article. Need to verify that, but prob true. Brad went after one two-stepper $GMS , so maybe another two-stepper target is on the table.
