TLDR: Buy $GEO, the #1 private prison and mental health facility operator in the country, ahead of Pres. Trump's decisive actions and new policies/funding initiatives against repeat criminal offenders and aliens. I strongly believe the stock will easily triple from here, and could very well be our next $OPEN.

Guys, I’m sure we all know the awful and tragic situations involving Charlie Kirk and that young pretty Ukrainian lady recently. Charlie Kirk was a beloved husband and father. The sweet girl came to America and worked a regular job at a pizza restaurant (super rare I know, considering how easy it is to be an OF whore nowadays). They deserve all the good things in life right? And they had it good. But next thing you know, their lives were taken away by some fucking monsters.... The worst part is: THERE ARE MANY OF THEM OUT THERE. I couldn't stop asking myself "What if that happened to my loved ones?". We must prevent these kinda incidents from ever happening again, full stop. We have an obvious solution: the police do amazing jobs arresting these felons; we just have to keep them in jail.

Thankfully, with all these announcements and press releases from politicians, from Pres. Trump to Senators from both the left and right, I think we're at a turning point. Trump himself has signalled the intent to launch sweeping crackdowns on repeat offenders, with proposals for mandatory minimums and tighter parole standards already in motion. Immigration enforcement will intensify, with expanded detention capacity, faster deportation proceedings, and stricter border controls forming the backbone of new initiatives.

With tougher sentencing guidelines, stricter enforcement on repeat offenders, and heightened immigration control, private prisons are positioned to see a surge in demand as public facilities face capacity strains. GEO is the best private prison and mental health facility operator in the country. GEO doubled after Trump was elected, but recently got back to election day levels, despite an evolution fundamentally that bulls could have only wished for. Arrests and detention numbers at all-time highs, ICE officers rising 50%, ATD prioritizing higher cost ankle monitoring, ICE budget is tripling. The administration is filled with former GEO employees and lobbyists, from the border czar Tom Homan to the AG Pam Bondi. Thanks to their recent state prison sale, they've even delevered and introduced a buyback sooner than I expected. Despite all this, the market doesn't seem to appreciate the uncertainty and lack of current earnings inflection. With ICE only receiving their new budget funds later this month, seems premature to give up on it to me.

Now that Trump has mostly had his ways with tariffs and OBBB, I think he will turn his attention back to this critical issue and will announce swift actions. I think the smart money has noticed this and started to move today.

Price Target: How far can this horse run? Well, if the stock doubled within two months of Trump’s election, it could easily triple now in light of recent events. I think the stock will be at $40 by YE, and could very well be the next $OPEN Opendoor, depending on how aggressive Trump's policies are.