GuyAdami Fan

[GuyAdami Fan @GuyAdamiFan]

@anandragn Data is from June. Meaningful pullback /semi-crash started in July. That has resulted in 2.5T reduction in market cap. I don’t know if that did (fully) it but that is a hell lot of money.

[GuyAdami Fan @GuyAdamiFan]

@BeenThereCap All those with thousands of years of experience haven’t hit a home run either. They have given us a $40T debt. Lawyers and finance—not sure they go together. You appear to be an exception 😊

[GuyAdami Fan @GuyAdamiFan]

@ZaStocks Do you think the semiconductor stocks rally still has legs after doubts about how cheap models will take a lot of business away from frontier models? (Another DeepSeek moment)

[GuyAdami Fan @GuyAdamiFan]

@BeenThereCap You must be a genius! 😊

[GuyAdami Fan @GuyAdamiFan]

@anandragn You been spot on about the high fliers. I hoped you benefited from on short side as well.

[GuyAdami Fan @GuyAdamiFan]

@BeenThereCap $MU getting crushed …

[GuyAdami Fan @GuyAdamiFan]

@enriqueabeyta They aren’t afraid of the bear either I suppose. They will DCA during a bear market…

[GuyAdami Fan @GuyAdamiFan]

@anandragn Worth buying small with a tight stop I suppose

[GuyAdami Fan @GuyAdamiFan]

@anandragn @LeifSoreide @IBDinvestors $MTUM is up 86% during the same 5 years …

[GuyAdami Fan @GuyAdamiFan]

@anandragn @LeifSoreide @IBDinvestors Not sure why $FFTY is used as a benchmark. It has done poorly. It is down 7.19% over the last 5 years… Thoughts …

[GuyAdami Fan @GuyAdamiFan]

@enriqueabeyta Buy $MAGS

[GuyAdami Fan @GuyAdamiFan]

@enriqueabeyta Depends on the CAPEX they reveal during the earnings calls. Thoughts?

[GuyAdami Fan @GuyAdamiFan]

@michaeljburry It’s a crowded trade now 🤪

[GuyAdami Fan @GuyAdamiFan]

@rfehrm Thank You!

[GuyAdami Fan @GuyAdamiFan]

@JPATrades Ew. H&S

[GuyAdami Fan @GuyAdamiFan]

@mwebster1971 Winner of Argentina/Switzerland. Other semifinal is between France and Spain.

[GuyAdami Fan @GuyAdamiFan]

@anandragn East or West @mwebster1971 is the best!

[GuyAdami Fan @GuyAdamiFan]

@enriqueabeyta No more LAG7 then ?

[GuyAdami Fan @GuyAdamiFan]

@BeenThereCap Is that report public?