Sarah Mitchell

Equity research | Value investing | Long-term mindset. Tweeting charts & earnings takes.

[Sarah Mitchell @GJedwab]

@stockplaymaker1 Recently, I followed a new blogger @muma116mi and watched the content he shared, which gave me a more accurate understanding of the market.

[Sarah Mitchell @GJedwab]

@stockplaymaker1 Recently, I followed a new blogger @muma116mi and watched the content he shared, which gave me a more accurate understanding of the market.

[Sarah Mitchell @GJedwab]

@StockSavvyShay Recently, I followed a new blogger @muma116mi and watched the content he shared, which gave me a more accurate understanding of the market.

[Sarah Mitchell @GJedwab]

@ZaStocks Great post as always. Your vision brings a lot of value. You and @underwearbrand are my go to.

[Sarah Mitchell @GJedwab]

@ZaStocks Appreciate you posting this. Really liked how straightforward and useful your analysis was. You and
@pancakesontoast
are my top two must-reads.

[Sarah Mitchell @GJedwab]

@ian_dunn_ Big progress! Keep it going 🔥

[Sarah Mitchell @GJedwab]

@ian_dunn_ This challenge definitely caught my attention.

[Sarah Mitchell @GJedwab]

@michelamar3 https://t.co/oIroM0vMQG

[Sarah Mitchell @GJedwab]

A Precious Pledge from Hashem. Tikkunei Shabbat Chapter 11 https://t.co/SeFxfMyAj6

[Sarah Mitchell @GJedwab]

🚀 Game-changer alert!
AST SpaceMobile and Meta are teaming up to bring WhatsApp’s full suite — voice, video, messaging + Meta AI — straight to any smartphone via satellite, anywhere on Earth.
They’re also diving into space-edge computing and laser links for true seamless global coverage.
The future of connectivity just got a massive upgrade. $ASTS $META#Satellite #D2D #WhatsApp

[Sarah Mitchell @GJedwab]

🚀 MARKET UPDATE: Wall Street just flipped bullish on Korea after the leverage flush. $SKHY
Post-washout, KOSPI is pricing in 36% upside to the 9,000 target (near-term band 5,500–10,500). Chip giants Samsung Electronics + SK Hynix are the valuation anchors, while Industrials, Defense & Financials ride the thematic wave. Names in focus: LS Electric, Hanwha Aerospace, Hana Financial.
DM me “KOREA” for the full breakdown + AI semiconductor watchlist 📷🔥

[Sarah Mitchell @GJedwab]

If you love $TSLA for the long haul…
You can sell a LEAP put that expires 2+ years out
and collect serious premium while barely touching your buying power

01/18/29 $240 p
✅ Premium collected: $5,380

Actual buying power reduction after premium: only $1,890
You’re getting paid to potentially own TSLA at an effective ~$186 if assigned
DM me “TSLA PUT” and I’ll send you the exact setup + risk rules I use📷💰

[Sarah Mitchell @GJedwab]

The market always rhymes, it never copies.
Nasdaq 100 in 2026 is tracking the exact same mid-year shape as these 4 historic years. Here’s what actually happened and why the pattern matters right now:
1. 1995 (+39.9%)
Fed paused after aggressive hikes. Tech had a sharp July shakeout on “overvaluation” fears. Once the noise faded, the second half went vertical.
2. 2009 (+54.7%)
Post-crisis, everything was hated. Oil spiked, banks looked broken. The index dipped mid-year then never looked back as the recovery narrative took hold.
3. 2019 (+38.0%)
Trade-war headlines dominated. Multiple 5-8% pullbacks. The moment policy clarity returned, the year closed with one of the strongest H2s of the decade.
4. 2020 (+47.6%)
March crash → V-shaped recovery. Same mid-year hesitation, same late-year melt-up once the path forward became obvious.

Common thread: Every single one of these years had a mid-year “this time is different” scare. In all four cases the scare was temporary and the second half delivered.2026 is sitting in the exact same spot on the chart right https://t.co/bfHsfsEKx4 me “CYCLE” and I’ll send you the full overlay + the exact levels I’m watching for the next leg.

[Sarah Mitchell @GJedwab]

This bounce in the semis is giving me major pause. Looks a lot like a classic retail trap to me.
I’m staying flat — not shorting.
Hope I’m wrong. Feels more like smart money handing off exit liquidity.
$AMD $MU $INTC $SOXX
DM me “TOOLS” if you want my free rules-based system and training.

#StockMarket
#Stocks
#Investing
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#FinTwit
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#Investor
#MarketUpdate / #MarketNews

[Sarah Mitchell @GJedwab]

JUST IN: $MSFT explodes +15% in a single day — biggest daily gain since 2020.
What was one of the most heavily shorted tech names just 24 hours ago is now the market’s favorite overnight. Sentiment flipped hard.
DM me if you want my full breakdown on what this means for the next AI trade.

[Sarah Mitchell @GJedwab]

I’m only saying this once.
If you’re under 40, this pullback is one of the cleanest opportunities of the decade to own the next generation of compounders at a discount.
$PLTR - $68 now. $110 stock. AIP platform revenue +62% YoY. Commercial growth accelerating.
$CRWD - $285 now. $420 stock. Platform ARR up 32%. Cyber demand still exploding.
$SNOW - $142 now. $220 stock. Product revenue +29%. AI data cloud taking share fast.
$NET - $88 now. $140 stock. R2 + Workers growing 40%+. Edge AI story just starting.
$DDOG - $115 now. $180 stock. Observability + AI monitoring still printing.
$TSLA - $248 now. $380 stock. Energy + Robotaxi optionality massively underpriced.
$ARM - $142 now. $210 stock. Royalty growth + AI silicon design wins stacking up.
$MDB - $265 now. $400 stock. Atlas + AI vector search driving double-digit growth.
$SHOP - $78 now. $125 stock. GMV +25%. AI tools expanding merchant LTV.
$RBLX - $52 now. $85 stock. DAUs +28%. Immersive + AI content engine heating up.
Ten years from now nobody will care what these traded at in late July 2026.Real wealth is built by buying quality when others are scared — not when they’re euphoric.
Want my full updated watchlist + the exact options structure I’m using on these names?
Just DM me “LIST” and I’ll send it over.

[Sarah Mitchell @GJedwab]

Bought long term shares:
$NVDA
$AVGO

[Sarah Mitchell @GJedwab]

Not shedding a single tear.
Getting crushed 50%+ was still the best risk-reward trade of my life when the alternative is owning the companies building the defining technologies of the next decade.
The upside remains asymmetric as hell.
Still holding. Still adding.

[Sarah Mitchell @GJedwab]

I’m 57 years old and retired from Morgan Stanley. My monthly passive income is $98,500.
My August advice:
$TSLA (Tesla) — Don’t buy
$NVDA (NVIDIA) — Don’t buy
$INTC (Intel) — Don’t buy
$AVGO (Broadcom) — Buy at $285–$298
$QCOM (Qualcomm) — Buy at $175–$182
$TXN (Texas Instruments) — Buy at $195–$205
$ARM (Arm Holdings) — Buy at $145–$152
People ask, Why don’t you charge?
I’ve already made more than enough. Sharing insights is simply my passion — that’s why everything I post stays free.

[Sarah Mitchell @GJedwab]

Nasdaq Composite is down -14.8% from its peak. 48 days and counting.

The median Nasdaq selloff drops 27.4% and bottoms in 68 days. This one is only 14.8% deep and 48 days in — one of the mildest on record.

Every single Nasdaq drawdown since 1998 has eventually made new all-time highs. Every. Single. One.

If this follows the median path, we’re looking at a potential bottom between mid-August and mid-September.