Venu
Position Trader, Market Leaders, Fundamental/Technical Analysis
Clear Secure's bookings and margins are accelerating together. Q2 bookings rose 33% to $295.9M, and the adjusted EBITDA margin hit a record 36.4%, the first time above its 35% IPO target. x.comÂ
Clear Secure could be printing money while TSA is unfunded, as security lines this week were packed with angry travelers, and Clear likely also earns fees from PreCheck enrollment. Its terrible engagement on X is probably as good a buy signal as investors will get. x.comÂ
Clear Secure will be a great short once the federal budget passes and the current TSA disruption is cleared up. @realEstateTrent is promoting TSA PreCheck plus CLEAR as the way around the TSA chaos; budget approval is the signal to sell. x.comÂ