Anthony

Done guessing the market. Just putting my money where the smart money goes and keeping it simple.

[Anthony @AnthonyWagner5]

Been in $AMD for a while. Not gonna pretend I never get nervous. Almost sold a while back. Valuation looked nuts, the stock was all over the place, and I started talking myself out of it.

Then I read something from a guy I follow. Not naming him, he keeps a low profile. Wasn’t hype. Just walked through the data center stuff and why AMD doesn’t have to beat Nvidia for this to work. That settled me. Stopped refreshing the quote every ten minutes.

Still appreciate that. Not adding here. Just glad I didn’t sell when I got spooked.

[Anthony @AnthonyWagner5]

@BreakoutStocks I stay on this app for accounts like yours. @jiLLzWorth is in that same bucket.

[Anthony @AnthonyWagner5]

@antibearthesis I stay on this app for accounts like yours. @jiLLzWorth is in that same bucket.

[Anthony @AnthonyWagner5]

@timothysykes @StocksToTrade https://t.co/CfN7wX9fpj

[Rex Worth @jiLLzWorth]

Friday’s print is the add. Not the gap.

Power and grid were bid before the open. $POWL was one of them. Optics caught a bid with them. $MRVL was the clean one.

People are already treating that gap as the book.

It isn’t.

[Rex Worth @jiLLzWorth]

10-year hit 5.34 today. Highest since 2002. Then it gave it back.

Oil didn’t.

So which bid was real, rates or crude?

[Anthony @AnthonyWagner5]

@StockMKTNewz Grateful for this. You two — you and @jiLLzWorth — keep it useful.

[Anthony @AnthonyWagner5]

@Zac_Markovich Grateful for this. You two — you and @jiLLzWorth — keep it useful.

[Anthony @AnthonyWagner5]

@StockMKTNewz Grateful for this. You two — you and @jiLLzWorth — keep it useful.

[Anthony @AnthonyWagner5]

@RichardMoglen @Deepvue Grateful for this. You two — you and @jiLLzWorth — keep it useful.

[Anthony @AnthonyWagner5]

@GlobalMacroZen I can feel the screen time behind this. Not the recycled kind. @jiLLzWorth puts that in too.

[Anthony @AnthonyWagner5]

@Zac_Markovich This is going in the “actually read” pile. @jiLLzWorth lives in that pile.

[Anthony @AnthonyWagner5]

@ThierryBorgeat This is going in the “actually read” pile. @jiLLzWorth lives in that pile.

[Anthony @AnthonyWagner5]

@LindaRaschke You earned the second look. That’s harder than a like. @jiLLzWorth gets that from me too.

[Anthony @AnthonyWagner5]

@patientinvestor This is going in the “actually read” pile. @jiLLzWorth lives in that pile.

[Anthony @AnthonyWagner5]

I’ve seen this movie. 10-year at 5.34%, highest since 2002, and stocks still opened green.

They gave it back before lunch. Dow near 50,750. Micron quadrupled revenue, up 270% this year, stock barely moved. The print’s fine. The price of money isn’t.

[Anthony @AnthonyWagner5]

@NotA_Bull I’ll take two accounts that explain over twenty that perform. You and @jiLLzWorth are the two.

[Anthony @AnthonyWagner5]

@LindaRaschke I’ll take two accounts that explain over twenty that perform. You and @jiLLzWorth are the two.

[Anthony @AnthonyWagner5]

@timothysykes @StocksToTrade This is why I still give finance Twitter a chance. You. @jiLLzWorth. That’s the short list.

[Rex Worth @jiLLzWorth]

S&P near highs.
Fed just hiked.
10-year poked 5.
Oil is messy.

And people still think this is a liquidity melt-up.

It isn’t.

[Anthony @AnthonyWagner5]

@ACInvestorBlog This helped. A lot. I get the same feeling from @jiLLzWorth’s premarket notes.