RE:Wake up in 6 months.......Homework, infrastructure will still be needed, regardless of economic or (geo)political events. ITS is in a decade sweet spot imho.
Six months may be a bit aggessive for QTRH at $3.00. I think more data points will be necessary for estimating F24 and F25. Q3 results is probably a bit early, but some may jump on the bandwagon at that point. My gut tells me that, realistically, this could come after a strong Q4 results announcement, leading to upped revenue estimates and EV mutiple expansion for F-2024. This administration seems to be working onthe principle of under-promise and over-deliver. Don't forget that the trend is your friend!