QXO QXO Inc.

$QXO To anyone who says Brad Jacobs doesn’t say anything to assure shareholders. On August 27, 2026, Brad Jacobs was on the “Hard Lessons” podcast and said: “TopBuild… (is) an out-of-consensus call, because we were mainly doing distribution of insulation. And now we bought a company that does both distribution and installation. So it was a little bit of a pivot again, and the market hasn't yet fully appreciated how good the deal is. I think it's going to be my best deal yet. I really do…we've got something like a couple hundred thousand customers…I try to tune out like, the short-termism, because I'm trying to build companies like I have in the past that are long-term, durable, world-class companies that are going to be leaders in the market and be sustainable over time. So if you just go by what's in mode at the moment, you're not going to achieve that. You can't build the business long term by the flavor of the day.”

$QXO Ureka, I finally got a response. Not explicit, but communication nevertheless. Thank you for reaching out. The recent stock price decline, and its short-term effect on you and our other investors, isn't lost on us. We're doing everything we can to create significant shareholder value, and remain highly confident that our plan will produce superior long-term results over time.

$QXO There has to be a bottom. And no, it’s not zero. This company is being priced to fail. It’s a hyper growth company by acquisition. It’s debt is not crazy. They have $2.5B cash and strong receivables that cover their payables. This is so fucking overdone. It’s been absolutely zapped so bad that everyone’s afraid to buy now. Sentiment dead. My head is spinning.

$QXO Bottoms in. Bunch of wounded soldiers in here. If you held this long congrats you're going to get rich by 2031. Better late than never!

$QXO I keep going back to this portion of the July Q&A. $4-$5.5B EBITDA BY 2030. $25B ev currently fully diluted at 1.8B shares. Take $4.75B as a middle point ebitda. Currently trading around 5-6x 2030 forward ev/ebitda. Someone fact check this? It’s getting CRAZY cheap based on mgmt’s projections. A 3x minimum from here with mid-line estimates at a 14x multiple.

$QXO I strongly believe we hit bottom last week, expecting strong upward momentum in coming days

$QXO Dont let price dictate your thesis. QXO is a megalodon and will be just fine. First combined ER coming up. Max pain hunt while they can convince you QXO is fkd

$QXO I don't know what I dislike more: the moaning end-of-the-worlders when it's down and they should be accumulating, or the 'it's so back crowd after one green day'.

$QXO i can’t even chart this fkn stock correctly on stockcharts because they refuse to reset all the indicators to when QXO was QXO. Instead having it go back all the fkn way to 2005. Where is the common sense.

$QXO You know it's bad when this is trending for like the 4th day this week for being awful, lol.

$QXO Chips/AI about to get it. Wonder if they take us with them or we are rotation beneficiaries. I’m fucking sick of 2026.

$QXO quietly building something big here. Brad Jacobs has a track record of turning roll-up plays into giants, and the building products space is massive and fragmented. Still early innings on this one. Watching closely.

$QXO So much fear on here, you're not hearing from Brad because for any serious investor who knows him he doesn't say shit until there's something important to say. This is a fully anticipated phase in the cycle of this whole thesis. Honestly, long periods of pain like this, especially post acquisition and pre integration results of any kind, were 100% a part of the thesis. I'ma ride w/ Brad and when he says something I know it will be meaningful and materially important to SP. I see no red flags and keep buying, if Brad fails I'll dip on it but I gotta be patient through the integration phase, same as I was through the acquisition phase. Also, I'm fairly sure Brads working in small tuck-ins and just cooking in general.

$QXO Amazing!! The bond market reverses and nothing rebounds. What are we trading here? I think markets are losing complete confidence in the administration and pricing in a prolonged war and higher rates in the future.

$QXO Brad isn't the primary problem. Its the fraud street tutes and market makers who are all accumulating right now. They refuse to buy the ask and run it passively so that it appears theres no buyers. Which when you put pressure on a stock to the downside you shake loose shares, buy and repeat. The reason this has had zero bounce is they know 100% of SH's are underwater now and they want your bubble to pop under the pressure of being too far underwater. So to you Mr MM. I say go to hell

$QXO stocks are a long game. And when you have capital to scale in to dips. You don’t worry about short term dips. Just nibble as it goes down. You are betting on a proven man. Brad Jacobs. Period.

$QXO I’m going to make this 20% of my portfolio over next few months, when housing rebounds, I’m set for a big return.

$QXO My reply to IR: Mark, Thanks for getting back to me — I appreciate the acknowledgment. I'll be direct about what shareholders need to see next: Brad Jacobs on the next earnings call. The stock is down roughly 36% from my cost basis, analysts have cut their targets twice, and continued silence from the CEO reads as a lack of confidence. Having Brad on the call, taking questions directly, would go a long way toward showing investors that management stands behind this company. Please confirm he will be participating. Regards.

$QXO this shit is so stupid. this isn't a homebuilder. their commercial business units are massive. yes, I'm disgruntled, but this is absurd. trading like we're currently in a depression

$QXO Down to 500,000 shares available to short. They are running out of ammunition. The only thing left is buying more PUTS. If the $10's don't start to print soon the new positions will cover and fuel upside. Good day to take advantage of the volatility. Bought more at 10.42 and 10.49.