In Today’s Masters in Trading: Live Today, we’re revisiting one of our biggest success stories from last year after a surge of good news just hit the stock – QXO. For the uninitiated, QXO is a major player in the construction space fueling a massive consolidation push. And Brad Jacobs is the serial entrepreneur behind it all. He has a habit of turning boring industries into multi-billion-dollar empires. He did it with Waste Management. He did it with XPO Logistics. And when he launched QXO to roll up the building-supply industry, most of Wall Street shrugged. But that’s exactly why I loved it. Boring and fragmented is Jacobs’ playground. Backed by deep-pocketed partners — including Affinity and the Kushner family — QXO started raising capital and making acquisitions. We managed to get in at the very beginning. Our first entries came in around $15. By early summer, we’d already ridden multiple spikes to double and triple our option money. We took 180% gains, reset, and did it again. I always knew we’d have more chances to dip into QXO. And yesterday, we got exactly the signal we were looking for. On Monday, QXO announced that Apollo Global Management committed $1.2 billion to the company's acquisition efforts. That news alone sent shares up over 18%. This isn't just a short-term pop. It's part of something bigger happening in construction that I've been highlighting all year. Dealmaking in U.S. building products has accelerated. Companies want scale. They want local supply chains to offset tariffs. Demand is strong from new housing, repair and renovation, and non-residential construction. QXO is one of the biggest players fueling this boom. And they're signaling a larger institutional shift in this space that investors shouldn’t ignore. So join me for today's episode of Masters in Trading LIVE at 11 AM EST, where I'm breaking down QXO's latest moves and the key opportunities emerging in construction stocks. Want to learn exactly how we spot under-the-radar stocks like QXO before the Street has a clue? The Masters in Trading Options Challenge is here to help. The Challenge takes everything you've learned in my daily shows — fixed risk, smart exits, scaling into trades, and staying disciplined — and puts it into practice step by step. For two weeks, we walk through real options trading basics. You'll learn how I think, how I build trades, and how to handle both winners and losers. Click here to join the Masters in Trading Options Challenge. 
Recommended Link | | Insiders in Washington have already bought massive stakes in three tiny resource firms, driving them up as much 200% overnight. But according to an official national security plan put together by Pentagon insiders, this buying spree could soon accelerate in a dramatic and surprising way — involving a whole new group of stocks. Here’s everything you need to know. |  | |
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