Dawid | Markets

Building an AI-assisted investment system.

BSc (Hons) Accounting & Finance
Markets • AI • Investing
Not financial advice.

[Dawid | Markets @DawidMarkets]

Investing since October 2025. Been learning since July 2024.

Make it big with me by joining me on my journey with high value positions long-term.

We already identified:
$UNH 280$->$380
$AMZN $240->$270
$MSFT $390->$450
$NVDA $190->$230

Now join me on
$HIMS at $27
$NOW at $120
$ORCL at $190

[Dawid | Markets @DawidMarkets]

Its funny how the Fed can say anything on wednesday and markets are going to go crazy

[Dawid | Markets @DawidMarkets]

@JackTrading212 Big up

[Dawid | Markets @DawidMarkets]

Bullish case for this week: the peace deal holding, oil continuing to fall, and the fed sounding less aggressive than expected.

The most dangerous combination would be peace negotiations deteriorating while the Fed delivers a hawkish message.

[Dawid | Markets @DawidMarkets]

This weeks earnings to look for in regards to AI:
$JBL Wednesday
$ACN Thursday

These are useful indicators for AI data centre hardware demand and AI spending.

[Dawid | Markets @DawidMarkets]

@Omercheema "$SIVE is not a strong company. Its technology lacks meaningful differentiation."

Really strong claim for someone who is just a regular guy.

Financial strength is not decided by technological strength

[Dawid | Markets @DawidMarkets]

Current federal funds target range: 3.50%-3.75%

[Dawid | Markets @DawidMarkets]

@Kalshi “Cheapest” but not particularly cheap. Keep that in mind

[Dawid | Markets @DawidMarkets]

I mean, first 15 minutes and nothing happened

$SPCX was a bit disappointing

[Dawid | Markets @DawidMarkets]

@NottsInvestor Woah woah woah are you insane!?!!??

[Dawid | Markets @DawidMarkets]

@x_insider4 you just drew some lines how is anyone gonna take you seriously

[Dawid | Markets @DawidMarkets]

@ukgrind ugh dividends 🤤

[Dawid | Markets @DawidMarkets]

$UNH

My decision right now is holding for at least 10 years.

The only time where I would do anything to my position is if it reaches below 20x P/E ($365) where I would add.

[Dawid | Markets @DawidMarkets]

I am genuinely being serious SpaceX cannot make you a millionaire unless you already have a lot of money. The stock has to run 100% if you have $500,000, which means there needs to be a $1.75T increase in market cap, which is not happening anytime soon.

[Dawid | Markets @DawidMarkets]

Why are people investing in $ADBE?

[Dawid | Markets @DawidMarkets]

$ORCL Is going to the moon I just know it

[Dawid | Markets @DawidMarkets]

I am back in the markets, and I bought shares below the prices I had pre-dip.

So if it comes to anything, I came out better than I would’ve if I just held.

[Dawid | Markets @DawidMarkets]

I am waiting for the dollar to weaken against GPB so i can buy US shares even cheaper

Especially when this would drive the markets higher due to money coming from overseas

[Dawid | Markets @DawidMarkets]

@nagyakos917 This guy seriously predicted a $1-$2 price movement

[Dawid | Markets @DawidMarkets]

Iran deal isn’t a bullish enough indicator for the markets to top again.

[Dawid | Markets @DawidMarkets]

I will not be buying $SPCX at IPO because of one good reason:

For the company to rise 14% there would need to be a $200B investment on the first day, and for a 50% increase there would have to be nearly $1T invested.
Where are we getting this money from?

And even if it did run 50% then its not that amazing, you can do that with any other stock.