Pinned Tweet
I put 48% of my stock portfolio into LVMH - This is why: x.com/i/article/2108…
14
4
93
5,631
$RACE stock breakdown is LIVE 😎
Ferrari down 26% from all time high - Time to buy? x.com/i/article/2114…
1
0
5
58
Ferrari down 26% from all time high - Time to buy? x.com/i/article/2114…
0
0
6
97
Posting the $RACE complete investing breakdown very soon here 👀🔥
0
0
8
285
A dumb person with a lot of patience…

is a better investor than a smart person with no patience.
10
2
18
472
$RACE breakdown posted tonight 👀
3
0
11
347
I feel this is relevant now more than ever:

If you can't stay calm when a stock you own drops 20%…

investing in individual stocks might not be for you.
8
0
18
546
CRAZY WEEK for the market.

$MSFT, $GOOG and $AMZN earnings may decide the fate of the market in the short term.
JUST IN: $MSFT, $GOOGL, $AMZN and $INTC all report next week, with the Fed decision on Wednesday
3
0
9
521
Too many investors have shiny object syndrome.

They keep looking for the “next big thing.”

And forget that the old big thing has a lot left to give.
5
0
11
597
Hear me out…

Maybe this is recency bias.

But this feels like the most politically charged market we’ve ever experienced…
BREAKING: Netanyahu says Iran restarted its nuclear program and plans to destroy Israel
1
0
8
528
Who else has their eyes on $GOOG next week?? 👀👀
6
0
29
1,619
Yet everyone calls me “safe” when they see my $BRK.B position 🙄
Just to let you know..

$BRK.B is outperforming $GOOG, $META and $TSLA YTD..
3
1
14
640
Are we bullish or bearish on $META next week? 👀👀
8
0
14
2,464
This bullish for $AMZN 👀👀

Did anyone buy the dip last week?
JUST IN: Andy Jassy says $AMZN AWS is sold out for 2026 and "largely sold out" for 2027
4
0
13
841
On a serious note:

What the f*cl does Jim Cramer base his decisions on?

Guy changes his mind every week…
JUST IN: Jim Cramer says "the collapse of the data center" means it's time to "circle the wagons" and sells all of his $AVGO
4
0
12
784
$RACE’s consistency is INSANE 😳

Look at their year-on-year revenue and earnings growth from 2022-2025.

Would you ever invest in a super car brand?
3
0
8
491
Stock charts are almost USELESS for investors.

If you are a short term trader, a crypto trader or swing trader. Ignore this. I’m sure charts are most of your work.

But if you’re a long term investor… they mean very little.

Watching charts on your investments are fun. And I do it too. But we wary of making decisions based on them.

Charts are good for identifying how far below all time highs etc a company is. But as far as for entires? Ignore them.

A candlestick being on a “trend line”, or “support” etc has no bearing on the quality of business it represents.

Even if it may have a short term impact, if the business behind the chart is poorly run, has terrible finances or has no competitive advantage they may struggle regardless of the quality of “chart setup.”

A reminder that the business equals the chart. But the chart does NOT equal the business.
6
0
15
500
IMPORTANT notes for investors too lazy to read the whole breakdown:

- Google’s moat = good

- Model = nice and relatively simple in a time of madness

- Finances = among the best in tech right now

- Value = I have it trading 7-10% below it’s actual intrinsic value as a business

Every investor should research on their own. But I like this stock and will be watching closely next week if the price continues to drop.
Is $GOOG the most undervalued tech company in the AI race? x.com/i/article/2113…
4
0
14
1,657
IMPORTANT reminder for investors:

Ignore the price - give your own value

Ignore charts - focus on the business

Ignore social media - think for yourself

Ignore days - think in decades

Ignore opinions - focus on truth

99% of investing is ignoring the stuff that doesn’t matter and focusing on the stuff that does.
2
0
15
399
If the banks stop loaning EVERYTHING with AI STOPS😳

Winner will be the last one standing, who doesn’t need the banks…
JUST IN: SpaceX's $40B debt deal for its AI buildout hits turbulence as borrowing costs spike
5
0
12
581
The worry has always been the debt.

It’s why the winners will be companies like $GOOG who can handle the debt.

And the losers will be companies like $CRWV who quite simply can’t.
JUST IN: Wall Street's new AI worry is the debt, and investors are asking if the spending will ever pay off
1
0
16
716