OverThoughtCapital

Stocks, macro & high conviction plays | Not financial advice

[OverThoughtCapital @OverthoughtCap]

@V_O_R_T_E_X_9_3 At least ur not shadowbanned like me 😂

[OverThoughtCapital @OverthoughtCap]

@NotA_Bull For me $AMZN & $GOOGL are still the best pick among mag7, both incredible company that can expand their business in many more direction and monetize more stuff

[OverThoughtCapital @OverthoughtCap]

Mid June update across all 15 holdings, 5 buys & 10 waits.

These 5 I'm looking to add to while rebalancing the portfolio, the rest I'm waiting on better prices.

No sells, long term holds.

Which one would you add first?
$BWXT $INFQ $APP $NOW $AMZN

[OverThoughtCapital @OverthoughtCap]

@pulseandprofit $GOOGL, search monopoly, cloud growing fast, DeepMind & more and still one of the cheapest Mag7, easy pick.

[OverThoughtCapital @OverthoughtCap]

@NIinvestor95 Same journey here & good luck. Documenting the journey publicly changes how you think about every decision

[OverThoughtCapital @OverthoughtCap]

@HTKstocknews $NOW for enterprise AI, $AMZN for cloud dominance, $NBIS for the compute buildout 👀

[OverThoughtCapital @OverthoughtCap]

@fynnvestor $NU $CRWD $RDDT , this one are in my watchlist but I already have many stocks xd also been inside CCCX(INFQ) before the Spac 👀

[OverThoughtCapital @OverthoughtCap]

@NotA_Bull $AMZN looks good.
AWS, advertising and logistics, three compounding segments, all with pricing power and more catalysts ahead than the market is pricing for me

[OverThoughtCapital @OverthoughtCap]

@BRICSinfo Bullish for $BWXT since RR buy component from them 👀

[OverThoughtCapital @OverthoughtCap]

@SpacBobby One of the best long term bets ! :)

[OverThoughtCapital @OverthoughtCap]

@LongGameEquity dayum gg, I am shadowbanned atm I think 🤣

[OverThoughtCapital @OverthoughtCap]

@unusual_whales $765B sitting in a rocket company, dayum space sector getting big

[OverThoughtCapital @OverthoughtCap]

@HTKstocknews $NOW long term, enterprise AI workflow with a moat that keeps getting wider

[OverThoughtCapital @OverthoughtCap]

@antibearthesis Looks good was thinking about buying it as well at this price , I hope I am not in Shadowban again :/

[OverThoughtCapital @OverthoughtCap]

@DennisBckman2 @WhaleInsider Blue origin? big bezos company , bruh today I am shadowbanned :/ hate this thing

[OverThoughtCapital @OverthoughtCap]

@unusual_whales Good for the whole AI infrastructure 👀

[OverThoughtCapital @OverthoughtCap]

@GrindeOptions $RKLB down 9% on SpaceX IPO rotation, Nasdaq 100 inclusion soon 👀, I am bullish

[OverThoughtCapital @OverthoughtCap]

@BullTheoryio $SPCX lists today, $RKLB joins the Nasdaq 100 soon, the space economy is becoming impossible to ignore as an asset class

[OverThoughtCapital @OverthoughtCap]

@elonmusk SpaceX at $1.75T sets the floor for what the space economy is worth, $RKLB is still early👀