$HIMS to $100
$ASTS to $360
$OSCR to $66
$UNH to $600
$ZETA to $66
$GRRR to $100
$ADUR to $40
$BABA to $360
$ETH $9200
There’s your portfolio
Weather any storm
Sit back and relax
$BABA in spite of its +20% move off its low, $BABA continues to buy back shares.
When the company or CEO is buying, along with TLI
Coupled with Cathie Wood selling
This is the trifecta bullish signal.
Why is $BABA quadrupling the number of shares it is repurchasing??
This is going to zero
Buying fundamentally strong companies under their 200 WMA is BONKERS
Not sure why a company would do that
Never mind an investor
PYPL is trading at the same price it was in 2016.
But the business today is unrecognizable.
Way bigger, way more profitable, throwing off way more cash.
Look at the numbers.
2016:
- Revenue: $10.8B
- Net Income: $1.4B
- Free Cash Flow: $2.5B
- Active accounts: 197 million
- Payment volume: $354B
2025:
- Revenue: $33.2B (+207%)
- Net Income: $5.2B (+271%)
- Free Cash Flow: $5.6B (+124%)
- Active accounts: 439 million (+123%)
- Payment volume: $1.79 trillion
Same stock price. 3x the revenue. Nearly 4x the profit. Over 2x the users. Massively bigger scale.
The valuation is where it gets crazy.
2016: ~30x P/E, ~5% FCF yield.
Today: ~8x P/E, ~15% FCF yield.
PayPal also bought back ~28% of its shares since 2016 (every remaining share now owns more of the business) and just started paying a dividend.
Fundamentals have never been stronger.
$NVO
Retail have given up on $NVO now as it consolidates above the 200 MONTHLY MA
- It's also now following the US Market (hedge)
- Offers a +4.4% Dividend
- And in one of the biggest sectors right now where people have an issue putting the fork down when they are full.
$NVO can bounce +100% now and still be undervalued
Why do I have such a large German following?
Because the Germans are naturally stoic and highly intelligent
Our strategy towards investing aligns with their approach
Be like the Germans
This is absolutely insane.
President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi:
1. Elon Musk, Tesla and SpaceX CEO
2. Jensen Huang, Nvidia CEO
3. Tim Cook, Apple CEO
4. Larry Fink, BlackRock CEO
5. Stephen Schwarzman, Blackstone CEO
6. Kelly Ortberg, Boeing CEO
7. Brian Sikes, Cargill CEO
8. Jane Fraser, Citigroup CEO
9. Larry Culp, General Electric CEO
10. David Solomon, Goldman Sachs CEO
11. Sanjay Mehrotra, Micron CEO
12. Cristiano Amon, Qualcomm CEO
President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed.
Never in history has such a trip even remotely near this scale and caliber occurred.
This Trump-Xi meeting is far bigger than most realize.
Every single position pulls back in an ABC count to an expected Fib support level that typically aligns with a moving average or a previous support level.
This is a guarantee, one of the few in the market.
Your job is to know where the support level is, have conviction, and execute. Strong fundamentals will help with your conviction.
Keep it simple.
The market is made by humans, so it doesn’t need to be complicated.
Humans are extremely habitual and repeat the same traits over and over, and it can be measured.
Never be embarrassed by the fact you have a strong appetite to win and will do whatever it takes to get there.
Never be embarrassed to say that you are motivated by money
Never be embarrassed to say that you want a better life than your friends
Never be embarrassed to work hard
Never be embarrassed to do better than everyone else
Society demeans those that dare to step out of their comfort zone
But do it anyway
Man kommt bei all seinen Steuerlügen gar nicht mehr mit. Ökonomisch wichtiger sind zudem die steigenden Sozialversicherungsbeiträge: Anhebung der Beitragsbemessungsgrenze, Wegfall Ehegatten-Mitversicherung ...
Hintergrund: Höhere Abgabenbelastungen und Sozialabbau sind die Kehrseite einer Medaille, auf deren Vorderseite das Wort „Aufrüstung” steht. Laut SIPRI hatte Deutschland letztes Jahr die vierthöchsten Rüstungsausgaben weltweit.
Link: https://t.co/K8IBbPctEU
$AMD dropped below its 200 WMA in Feb 2025 and then bounced back +350% in 14 months
$HIMS dropped below its 200 WMA in Feb 2026 and bounced +100% 1 MONTH later
$SOFI dropped below its 200 WMA in 2024 and then bounce +430% 18 Months later
$NVDA dropped below its WMA in August 2022 and the bounce +2000% in 4 years
We see it over and over again.