Fed Cut Triggers Fresh Tailwinds for This Small-Cap Property Play

The Fed just delivered a rate cut, and one small-cap property stock is cashing in. Up over 46% today, this sleeper is suddenly on traders’ radar.

Geopolitical tensions and record highs in the Nasdaq are fueling a rush into U.S.-based AI leaders.

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U.S. stocks were mixed today as a Fed rate cut and dovish outlook supported the Dow, while tech stocks lagged amid soft consumer data and sector-specific headwinds.

Rithm Capital (NYSE: RITM) just wrote a $1.6 billion check to scoop up Paramount Group, a big landlord in New York and San Francisco.

They’re not buying hype — they’re buying office towers at a discount, banking on the idea that this ugly real estate cycle has already seen the worst.

It’s gutsy.

Offices are still weighed down by remote work and high vacancies, but rate cuts are on the horizon, and if people keep trickling back downtown, the timing could line up nicely.

Why This Deal Isn’t Just About Rent Checks

Rithm isn’t only collecting rent; they’re expanding their footprint as a full-blown real estate and asset management platform.

Owning and operating these properties directly gives them more control over cash flow and long-term value creation.

That’s not small potatoes. Paramount’s 13 million square feet of space gives Rithm a stage in two of the toughest, but potentially most rewarding, office markets in the country.

The “What If It Works” Angle

If office demand stabilizes and rents tick higher, Rithm walks away looking like the smart money that bought when everyone else was running scared.

Add in lower financing costs from rate cuts, and you could see real upside on earnings and dividends.

But let’s be real. If the office market keeps dragging, Rithm just took on a very expensive headache.

Bottom line, for anyone thinking about putting money in, this is a classic high-risk, high-reward setup.

It’s like ordering the spiciest thing on the menu: it could hit perfectly, or it could leave you sweating.

Karman (NYSE: KRMN) came out of the IPO gate on fire, piling up triple-digit gains and commanding attention across the defense space.

The stock’s sprint has been dramatic, but the business under the hype looks real and operationally impressive.

That matters because Karman builds mission-critical missile and space systems rather than commodity parts.

The company covers design through manufacturing, which turns it into a single-source provider for programs that cannot afford substitutes.

Sticky Contracts, Strong Margins

Most of Karman’s revenue comes from sole-source or single-source deals, which create long, steady revenue lines that competitors struggle to break.

Gross margins near 41 percent show that the company is not just growing revenue, it is keeping the profits from that growth.

Backlog has climbed to about $719 million, well above this year’s expected revenues, giving clear forward visibility into cash flow.

Recent quarters show revenue growth in the 30s and rising net income, signs that the business is scaling beyond early-stage hype.

The Valuation Question

Valuation reads hot, trading at well over 100 times forward earnings, so expectations are baked in.

If execution stays strong and backlog converts, upside remains meaningful, but any hiccup on deliveries or contract wins would likely trigger a sharp reset.

Think of Karman like boarding a fast private jet already cruising at altitude.

The ride is thrilling and the destination could be spectacular, yet the flight will include bumps, and the fare paid today is definitely a premium.

On Behalf of The FUTR Corp.

Most “next big AI” stories are still burning cash.

But not this one.

The foundation is already in place:

Now comes the real catalyst.  The rollout of consumer AI agents.

Agents that can read your bills, flag your renewals, pay your obligations, and reward you for sharing your structured, verified data.

Every bill, contract, and policy hides valuable zero-party data. A new payments backbone combined with a Utility Token unlocks it, creating a consent-driven marketplace where every transaction generates recurring revenue.

This isn’t just another startup promise. It’s a scaled, profitable engine ready to tap one of the fastest-growing markets of the decade.

And right now, the market hasn’t priced it in.

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*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

StubHub (NYSE: STUB) opened on Wall Street with an 8 percent pop, landing a $9.3 billion valuation. Not bad for a company that almost stayed on the sidelines earlier this year.

Live events are back in full swing, and StubHub’s debut shows the market is still hungry for ticketing plays.

The IPO raised nearly $800 million, giving the firm cash to push its expansion.

Why This Isn’t Just About Concerts

StubHub is the household name in ticket resale, which makes it tough for rivals to chip away. Every playoff game or sold-out show funnels traffic right back to its platform.

That scale builds a moat, and fresh IPO cash only makes it deeper. It’s the difference between hustling as a reseller and owning the stage.

The Bigger Signal From Wall Street

Valuing StubHub at $9.3 billion shows confidence that tickets aren’t just a side hustle anymore. Live events are sticky, and every resale is now a piece of recurring revenue.

Regulators may push for fee transparency, but the IPO proves the industry has legs. In plain terms, Wall Street just bet that people won’t stop buying tickets anytime soon.

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Presidio Property Trust Inc [SQFT] $8.88 (+46.29%)

Presidio Property Trust climbed alongside homebuilder peers after the Fed delivered a widely anticipated quarter-point rate cut.

D-Wave Quantum Inc [QBTS] $22.53 (+18.70%)

D-Wave surged after the U.S. Department of Energy announced new commercial quantum partnerships with IonQ [IONQ] and Honeywell [HON], boosting sentiment across the quantum computing sector.

Opendoor Technologies Inc [OPEN] $10.20 (+14.35%)

Opendoor surged after announcing a major nationwide expansion of its real estate offerings, signaling aggressive growth plans.

Angel Studios Inc [ANGX] $8.82 (-32.21%)

Angel Studios plunged after filing to register over 10 million shares for resale by existing shareholders, stoking investor fears of dilution and selling pressure.

Espey Mfg. & Electronics [ESP] $44.38 (-14.18%)

Espey fell despite strong full-year results as quarterly revenue declined year-over-year, triggering concerns over slowing near-term momentum.

Paramount Group Inc [PGRE] $6.55 (-11.43%)

Paramount dropped after agreeing to be acquired by Rithm Capital at a discount, disappointing investors hoping for a higher premium in the office sector rebound.

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— Adam G.
Elite Trade Club

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