JB

Investor from the UK, focusing on US Tech - AI, Space, Memory & Photonics.

None of my X posts should be considered financial advice.

[JB @JB_Invests]

@EhrmantrautCap_ Blocked!

[JB @JB_Invests]

$MELI and $SOFI at unbelievable prices at their current levels.

Both great long term investments imo.

[JB @JB_Invests]

Sometimes it’s better just to buy the index and chill.

$VOO

[Ehrmantraut Capital @EhrmantrautCap_]

Having a thesis for your stocks is very important. In a market that has a lot of emotion and sentiment involved, having a thesis not only helps with stomaching downturns on sentiment. It also helps you decide to sell once the thesis breaks. Unfortunately that happened with $AMPG recently.

[JB @JB_Invests]

@CaesarCapitalz Sell.

[JB @JB_Invests]

@Therichardralph No you aren’t. Honestly, what a stupid question. How can the platform/brokerage determine if someone’s a ‘real’ investor or not?

[JB @JB_Invests]

@PhotonBull This is misinformation.

[JB @JB_Invests]

@retail_mourinho @PhotonBull Good luck 🔥

[JB @JB_Invests]

$ASTS finally catching a bid now?

[JB @JB_Invests]

$ASTS stock was at $130 when the last satellite failed…

3 new birds up and the stock is at $84?

It’s only got to be a matter of time before the market catches up to $100+

Like I said, unjustified selling in $ASTS

Adding heavily to my position 🛰️

[JB @JB_Invests]

$ZETA +16% on open.

Did you listen, Anon?

[JB @JB_Invests]

This chart just demonstrates the TAM available to $ZETA

$ZETA are not only growing RAPIDLY in the US, they also have huge potential with international expansion.

+278% YoY is amazing by any standard.

I think earnings will be a huge beat.

[JB @JB_Invests]

@ApeNationProud Patience is 🔑 mate. Take your time and invest in great companies.

That’s what I’ve done with $ZETA.

[JB @JB_Invests]

$ZETA report AH tonight + it’s one of the most interesting earnings reports I’m watching + one I’ve been most looking forward to.

The setup:
• Q1 revenue +50% YoY to $396M
• 19 consecutive “beat & raise” quarters
• Q2 revenue guide: $419–422M (+36–37% YoY)
• Q2 adj. EBITDA guide: $86.2–86.9M (+47–48%)
• FY26 revenue guide already raised to ~$1.785B
• Athena AI showing extremely strong early adoption

The big question tonight is whether whether $ZETA can beat AND raise again���.I think they can.

If $ZETA can deliver another beat & raise, I think the market could start giving this name much more credit for its growth + AI positioning, especially if we get more news on the $PLTR partnership.

[JB @JB_Invests]

@ApeNationProud You’re not going to make any money with an attitude like that.

[JB @JB_Invests]

@ApeNationProud Beat + Raised guidance - how is that junk…? It’s just a chance to buy it on discount again.

[JB @JB_Invests]

ANOTHER BEAT FOR $ZETA 🔥 🚀

[The Earnings Correspondent @earnings_guy]

$ZETA (Zeta Global) #earnings are out:

[JB @JB_Invests]

@wealthmatica Time for another beat and raise.

[JB @JB_Invests]

@CKCapitalxx It started a long time ago!

[JB @JB_Invests]

@ArthurKaminsky I think they’ll both be great long term. Especially $AMZN with AWS helping grow their margins + FCF, whereas $MSFT being a cash machine and severely undervalued.

[JB @JB_Invests]

Ready for another successful week next week.

$MSFT $AMZN holding up really well for me vs rest of the market.

$ZETA earnings too - hoping for decent EPS and another beat.

Strap in for the volatility.

[JB @JB_Invests]

This is such a dangerous post.

Lots of retail investors will believe they’re the next Warren Buffett after the past year we’ve had with ridiculous rallies.

Please do not go all-in leveraged on speculative AI Shitcos - if that even needs to be said…

You’ve seen over the past month what it can do to people.

[Kevin Xu @kevinxu]

Story of my life.

Broke at 30 after crypto crash.

Deca-millionaire by 32 after meme stock mania.

Never give up.

[JB @JB_Invests]

The aggressive $RDDT selling seems a bit harsh after earnings last night?

$RDDT’s main revenue comes from its advertising business, but Wall Street seems more focused on the potential of Data licensing deals for $RDDT given the platform's massive collection of user-generated discussions, which have become valuable for AI companies training models.

“Our visibility on search continues to remain low, and we expect it to probably continue to be volatile”
- CEO Steve Huffman.

Personally, I still feel there is lots of growth left in the tank for Reddit, and their earnings from a numbers perspective look amazing for the most part. They still haven’t maximised all of the monetisation opportunities to them.

$RDDT

[Michael Sikand @michaelsikand]

$RDDT smashed earnings but took a bath.

The opinion seems to be that $RDDT is not an AI beneficiary, especially with lower Google referrals.

The current moment feels similar to the destruction of value in media companies in the 00'-10's after $GOOG and $META monopolized advertising.

But I think if any company could get some kind of dynamic, use based pricing deal that actually scales with the future, it could be $RDDT.