Heyward Capital

Every stock I own is a business first. 1,000%+ and counting. Growth, value & overlooked CRE — for long-term investors.
Not financial advice.

[Heyward Capital @HeywardCapital]

@MarcosMillaYT $CRDO and $LITE are two of my favorite buy's right now

[Heyward Capital @HeywardCapital]

@growthrapidly $CRDO
Great company to be invested in for the long term AI trade

[Heyward Capital @HeywardCapital]

What is everyone's thoughts on what $META 's move will be post market with Earnings?

[Heyward Capital @HeywardCapital]

@NotA_Bull I like $NBIS here as well!

[Heyward Capital @HeywardCapital]

@NotA_Bull $CRDO Is a great Buy today

[Heyward Capital @HeywardCapital]

@ChrisCamillo Chris, really enjoyed your podcast on Iced Coffee Hour. I think current Investors could learn a lot from your explanation of having strong conviction in a Company, and not looking at it as just a ticker that moves with news.

[Heyward Capital @HeywardCapital]

@StockSavvyShay AI isn't going away any time soon. It is time for Investors to realize the smart thing to do is get invested early and don't trade aggressively.

[Heyward Capital @HeywardCapital]

There has been a lot of noise this week $SPY $QQQ through the Fed, the South Korean Market, Iran ECT. It is important to remember that "Investing" is affected a lot less by noise than "Trading".
Time in the market by Investing in strong companies doesn't change just because of a news cycle.

[Heyward Capital @HeywardCapital]

@DudeWhoInvests Agreed, great buying opportunity for companies that you believe in for the long haul

[Heyward Capital @HeywardCapital]

@DudeWhoInvests $SNDK Is a lot more interesting to buy today!

[Heyward Capital @HeywardCapital]

@NoLimitGains $VSXY is a name I am looking at that I am not seeing much traction online about.
4x Growth recently and up 5% today

[Heyward Capital @HeywardCapital]

@StockSavvyShay Important to remember names like $SNDK and $MU are up 300% and 190% YTD even with these drawbacks.

[Heyward Capital @HeywardCapital]

@TheLongInvest I agree. High valuation as a clear lagger in the AI world with little innovation

[Heyward Capital @HeywardCapital]

@Mr_Derivatives $VSXY Is a stock I am eying to diversify out of AI right now. Up 4% today

[Heyward Capital @HeywardCapital]

@JSpitTrades 9% Move on a day where AI and Chips are down heavy is a good case basis for $CLS Wrote yesterday about entry at $289

[Heyward Capital @HeywardCapital]

@NoLimitGains Being an investor>Being a Trader
A lot will need to learn this or feel major effects from it

[Heyward Capital @HeywardCapital]

Big names like $MU $SNDK and $COHR are down big today,
A lesser known stock that I called out yesterday that plays an important role in AI trade, $CLS is up 5% today after a double beat and raise.

[Heyward Capital @HeywardCapital]

If the major drop today in $QQQ $DRAM $SMH has you reconsidering your tech heavy portfolio, here is a consumer discretionary stock that I believe has big upside to diversify
Victoria's Secret $VSXY went up 4x in a year and I don't think I saw a single post about it.
New CEO, real turnaround, longest sales growth streak in four years
Worth paying attention to!

[Heyward Capital @HeywardCapital]

With the sell off today, I like $COHR $LITE and $CRDO to add to the portfolio. Great companies that will pay off for the long term investor who is able to block out the noise

[Heyward Capital @HeywardCapital]

Many investors are waking up to the news of the tech sell off continuing $QQQ after the $KOPSI slid almost 10% overnight, in my opinion these are good opportunities for growth investors to start buying.
Here are a few names I am eyeing today if the decline continues
$LITE
$CRDO
$TTMI
$AMD

Will post some more in depth analysis on these stocks today!