This is not a trading story but a fundamental story and that is
what I was pointing out in my orig. post. AMRZ is the largest
cement supplier in North America. Insider buying has been
extraordinary and now interestingly enough after the Q2 earnings
miss, those insiders are underwater w/their shares. Whether
it's building AI data centers or infrastructure/housing in this
country, at some point, cement will be needed.
This is not a trading
AMRZ, Amrise (building materials, cement)
Posted by EricK on 26th of Aug 2026 at 01:57 pm
This is not a trading story but a fundamental story and that is what I was pointing out in my orig. post. AMRZ is the largest cement supplier in North America. Insider buying has been extraordinary and now interestingly enough after the Q2 earnings miss, those insiders are underwater w/their shares. Whether it's building AI data centers or infrastructure/housing in this country, at some point, cement will be needed.
Regarding AMRZ, Thanks Erick for
Posted by rmoore100 on 26th of Aug 2026 at 02:05 pm
Regarding AMRZ, Thanks Erick for your thoughts, and Thanks Matt for the chart.