Being a generalist (ex. housing), I at times miss nuance in names and sectors with relatively low familiarity. With that in mind, I post a deeper take I found on Upstart that may explain some of the weakness (beyond the ‘overheated’ nature of its run into the print):
Update: Some Add'l Negative Context for 'A Clean Sheet' - Upstart $UPST 2Q'25 Consensus Earnings Recap
