POSITION NOTES

Positions. Opinions. Mistakes included.
I post when I’m in and when I’m out.
No signals. No price targets.
Not financial advice.

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I bought $FLNC and $WULF today as my speculative positions for October. Let’s see what happens next.

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Did Michael Bury buy Nike? In my opinion, LULU's fundamentals are worse than Nike's. Since they've already bought LULU, they should give Nike a boost.😂😂😂

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@CatLadyCapital ➕1

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@kmustermannnn @FinanzKroko This isn't a good investment for at least the next year. If you really like this company, you can definitely come back and invest in it a year later.

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@DudeWhoInvests Did Michael Burry buy NIKE? In my opinion, LULU fundamentals are worse than NIKE，Can anyone answer this for me?

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@LongGameEquity $APP in the 220-250 price range, and $AVGO

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@AgWxMan1 @ElijahColeman21 So what do you think of this company? Or their management

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You should look at China's retail consumption data; you'll clearly understand why Chinese people don't buy Nike. Of course, the reasons are multifaceted: lack of innovation, lack of purchasing power, and so on. What shocked me most was that the management actually said they would raise prices to maintain the brand's position…

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@BTCWealthWar $MSTR🔥🔥🔥

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@SpacemanZN I will buy again in the price range of 220-250.

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@DavidMPontes Bullish

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@Mapago9 I bought $WULF yesterday, and it performed quite well today.

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@GreatMattsby 22

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@ValueSpectre We all understand the logic, but when a company goes down, a bunch of ghost stories appear. It's not that it's not worth a higher price, it's just that it wants a better buying opportunity.

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@ValueSpectre I'm not sure either. I bought at 310 last month with a stop loss at 300. If it reaches 220-250, I'll buy again. Also, I want to say that if it breaks below 270, it might only bottom out at 220. In short, there's no need to rush this stock; you can definitely wait a bit longer.

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@Mapago9 I believe we will see both software and semiconductor prices rise by the end of this year.

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The company's management doesn't even know what they're talking about. The earnings call said they want to innovate based on the culture of Greater China, which is fine. However, they said they want to consolidate brand value by raising product prices. I seriously doubt whether this management has conducted research on the consumer base and purchasing power in this region.

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It might be better to buy it a year later. I wouldn't be surprised at all if the price dropped to 25.

[UK Investor @UK_Investor_]

$NKE 😬😬📉

Unreal.

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@CKCapitalxx Not buying AI infrastructure is fine, but there's no need to buy two companies whose fundamentals haven't improved at all.