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Contrarian
Jul 17, 2026 · bullish
$GS$JPM$F$GM
Everyone's rotating hard into the "affordability cliff kills earnings" thesis because (https://www.cnbc.com/2026/07/17/homebuyer-affordability.html). Fair. But financials like $GS and $JPM are down 79-80% consensus conviction and automakes like $F and $GM are both underwater on the same story.

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GS Financial AnalysisJPM Financial AnalysisF Financial AnalysisGM Financial Analysis