$WBA Walgreens chart looks squeezy. Smart money has been buying. Price actions is phenomenal. The stock is up 61% since late Nov. Told ya when a stock is at 1990's valuations and the market is wrong it could have Meta like performance. 

Thesis 1: Medicare Advantage Payment Increase The proposed 4.33% Medicare Advantage payment increase for 2026, totaling $21 billion, is a game-changer for Walgreens ($WBA). This increase will likely boost healthcare utilization, driving higher prescription volumes and greater demand for Walgreens' healthcare services. More prescriptions and higher store traffic mean stronger financials for Walgreens. At a dirt-cheap stock price of $11.82  near 1990's valuations but that target could be way too conservative if these payment increases materialize. Walgreens is positioned to ride the wave of healthcare growth, which shorts are clearly underestimating. 
Thesis 2: PBM Reform Could Cripple the Middleman The Trump administration has been highly vocal about dismantling the power of pharmacy benefit managers (PBMs), calling them "the horrible middleman." Walgreens has been hit hard by PBM pressures, with gross margins dropping from 28.2% in 2014 to 17.9% in 2024. But if Trump follows through on PBM reform, Walgreens' margins could recover, boosting profits. Here's the kicker: the short interest in $WBA is elevated, and any move toward policy change could spark a massive short squeeze. Reduced PBM influence means Walgreens keeps more of the prescription revenue, improves competitive positioning, and grows its bottom line. This stock looks ready to rip on policy changes—and shorts might not see it coming.

 Deep Value over everything.