Halal Stock Network

Building a free halal investing community.

Aspiring philanthropist.

Cambridge Uni Scholar (apparently people care about this 😂)

[Halal Stock Network @HalalSN]

Realised I keep using a discord link that expires, here's the forever link to join the discord

https://t.co/aKHvHgBoSO

[Halal Stock Network @HalalSN]

Biggest lesson: the trend is your friend. Look for higher volume expansion and lower volume pullbacks.

Being contrarian is less cool than I thought. If a position issuper cheap you can just learn to identify trend reversals early and still catch the meat of the move.

[Halal Stock Network @HalalSN]

Think about the future, AI is integrated into the world. Mundane tasks are automated. Robots are produced at scale with positive ROI etc etc ..

Where does value accrue?

Companies with proprietary data sure, what else? Interested in big picture ideas here. $UBER for aggregating autonomous transport?

Not so bought on @alc2022
Idea of $DUOL being a huge AI winner but I think it's a good play regardless.

[Halal Stock Network @HalalSN]

Money is going to start moving to the stocks that own the useful proprietary data sets.

Glad I positioned early in $META, $TEM, $RDDT, $ZETA and $HIMS

[Halal Stock Network @HalalSN]

@tw_crypto_ $FCEL coz $BE isn't gonna supply all the demand so they'll get some scraps

[Halal Stock Network @HalalSN]

Look at the spend of the titans of the world on AI capex.

You can tell where the world is heading. There is opportunity cost to holding random cigar butt companies that seem cheap.

Long term you want to be positioned in the big AI beneficiaries with massive data sets.

For example $TEM, $ZETA, arguably $HIMS and $META too.

and the beneficiaries of capex spend right now.

[Halal Stock Network @HalalSN]

Keep your eye in crypto, I really think buying into it in Q3 or Q4 this year will make a lot of people rich over the next 4 years. Might even allocation 15% capital to it, though it feels a little aggressive.

[Halal Stock Network @HalalSN]

Lesson 1: If you don't have your own conviction you are more likely to sell pullbacks then buy them.

Lesson 2: Position into strength, not weakness, even if you think it's cheap. That's what is being rewarded in this market, just how it is. Don't think you can't buy in because you missed the first 10% move.

[Halal Stock Network @HalalSN]

@aleabitoreddit @eventuallyright If u picked one would you go $AAOI or $SOI

[Halal Stock Network @HalalSN]

Timing here was 🤌

[Halal Stock Network @HalalSN]

How I'm positioning my portfolio.

Rotate into companies with strong fundamentals picking up momentum (solid earnings and cash flow, less speculative). @ManuInvests
Is good here.

Later in the year crypto will probably be a really solid play, not yet. @benjamincowen
Is good here for timings.

Holding onto more the spec plays that I really believe are winners (like $AUR, $HIMS and $TEM).

AI infra trade is a secular trend but don't buy everything, find the winners and buy on dips. @daniel_koss and @aleabitoreddit is good here for finding winners.

[Halal Stock Network @HalalSN]

@investingluc My bro 🤝

[Halal Stock Network @HalalSN]

How I'm positioning my portfolio.

Rotate into companies with strong fundamentals picking up momentum (solid earnings and cash flow, less speculative). @ManuInvests
Is good here.

Later in the year crypto will probably be a really solid play, not yet. @benjamincowen
Is good here for timings.

Holding onto more the spec plays that I really believe are winners (like $AUR, $HIMS and $TEM).

AI infra trade is a secular trend but don't buy everything, find the winners and buy on dips. @daniel_koss and @aleabitoreddit is good here for finding winners.

[Halal Stock Network @HalalSN]

@TechEquityEng Really love this portfolio, I'm getting skittish with some of my spec positions and building positions in virtually all of these and letting my $AUR run. Just don't see how $META, $UBER and $RDDT go down from here over the next 3 years.

[Halal Stock Network @HalalSN]

@daniel_koss But all of them tbh

[Halal Stock Network @HalalSN]

@daniel_koss Specifically 2:)