<div id="readability-page-1">QXO, Inc. (NYSE:) is one of the . A caller asked if it was a good time to start a position in the stock or if they should hold off. Cramer replied:<blockquote> “I am going with Brad Jacobs. He’s the Houdini of people. He’s a billion… how to make a billion. Makes a billion when he walks down the street. He makes a billion when he looks out the window. I want to be in his billionaire train.” </blockquote><div id="attachment_1206923"><img src="https://imageproxy.pbkrs.com/https://imonkey-blog.imgix.net/blog/wp-content/uploads/2023/10/17225117/BECN-insidermonkey-1697597475241.jpg/query-YXV0bz1mb3J0bWF0JmV4cGlyZXM9MTc4Mjc3NzYwMCZmaXQ9Y2xpcCZoZWlnaHQ9MjY5JndpZHRoPTQ4MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="830" height="465" original-src="https://imageproxy.pbkrs.com/https://imonkey-blog.imgix.net/blog/wp-content/uploads/2023/10/17225117/BECN-insidermonkey-1697597475241.jpg/query-YXV0bz1mb3J0bWF0JmV4cGlyZXM9MTc4Mjc3NzYwMCZmaXQ9Y2xpcCZoZWlnaHQ9MjY5JndpZHRoPTQ4MA"/>A construction site with workers wearing hard hats and safety vests, installing roofing materials.</div>QXO (NYSE:QXO) supplies a variety of building materials, including roofing systems, siding, waterproofing solutions, insulation, and construction tools. The company provides asphalt, metal, wood, and tile roofing, as well as exterior and interior building components. Tsai Capital stated the following regarding QXO, Inc. (NYSE:QXO) in its Q4 2024 investor letter:<blockquote> “We initiated a position in QXO, Inc. (NYSE:QXO) at approximately $11 per share. Under the leadership of Brad Jacobs, the company is in the early stages of executing a bold plan to consolidate and disrupt the $800 billion building products distribution industry. Having previously invested in two of Brad’s highly successful ventures, United Rentals and XPO Logistics, Tsai Capital is excited to support his latest endeavor. It’s our goal to partner with exceptional capital allocators. Having followed Brad’s remarkable career for nearly three decades and having spent many hours speaking with him over the years, I consider him one of the best in the field. Notably, his personal commitment of $900 million to QXO further aligns his interests with ours. With approximately $5 billion in cash and no debt, QXO is well-positioned to make its first acquisition in North America, targeting a major player in the industry. Based on Brad’s proven playbook, we believe this initial acquisition will serve as a platform for further acquisitions. Although QXO’s stock price has appreciated since our initial purchase, we believe the market has yet to fully recognize the extent to which the company is likely to deploy capital at attractive rates of return, not to mention the economic moat that Brad has already built. The company’s advantages are grounded in an exceptional network of professional contacts that he has developed over decades and a carefully curated team of driven and talented professionals, many of whom have worked with him in the past.” </blockquote>While we acknowledge the potential of QXO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. 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BECN

吉姆·克莱默对 QXO, Inc.（纽约证券交易所代码：QXO）表示信心，他支持首席执行官布拉德·雅各布斯，并称其为一位非常成功的企业家。作为建筑材料供应商，QXO 有望颠覆价值 8000 亿美元的建筑产品分销行业。蔡崇信资本已投资于 QXO，强调雅各布斯的承诺以及公司强劲的财务状况，拥有 50 亿美元现金且没有债务。尽管承认 QXO 的潜力，蔡崇信资本建议某些人工智能股票可能提供更好的投资机会

Jim Cramer 谈到 QXO 时表示：“我支持 Brad Jacobs”