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@alojohhardcore @dchana Speaking of having multiple AJs, are there any specific investors you’d recommend following/listening to/reading their work?

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@alojohhardcore @Knytanders Thanks for the update…I’m very much thinking about putting my 401k on the sidelines.

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Are you still weighing whether to completely exit the market immediately before the IPO? I’m trying to figure out how much it may negatively impact broad market ETFs like VOO, QQQ, VTI (in addition to specific stocks in your coverage). I’m leaning towards just holding, but wanted to get your quick thoughts.

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@alojohhardcore Any quick thoughts on Sivers?

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@alojohhardcore Quick question: would you reduce your Nividia position to expand your position in Micron?

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and let’s be honest, most of us would happily follow an explicit “rough” portfolio percentage recommendation each week (even knowing it wouldn’t be exact to you because of auto algorithm trading). There are simply certain weeks where work gets in the way of doing deep research/analsyis, so a quick gut check percentage ranking would be an amazing add on tool.

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These types of posts are gold…the corridor is a great tool for entry points but I always love when we get a qualitative AJ assessment layered on top (really what justifies the cost in my opinion). I know everybody has different approaches to risk, but it would be really cool to get a similar “AJ adjusted” top 1-2 buys or suggested rough portfolio percentages every few weeks (easier said than done…just a suggestion).

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@Ren_aramb Is SIVEF the ticker?

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@alojohhardcore NM, just confirmed.

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@alojohhardcore Do you know the ADR ticker? I think it is IFNNY, but just double checking.

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@alojohhardcore @EmanuilIvanov72 Thanks for the detailed response..makes a lot of sense!

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@alojohhardcore @EmanuilIvanov72 The best principle I have learned from your coverage! Speaking of great companies, do you think you’ll ever expand into a few non-technology oriented stocks? You already have a pretty big scope, but just wondering if you’ve ever considered adding a few for diversity purposes.

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@alojohhardcore @yoyomckay Any suggested price points for the pre-scheduled trades?

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@alojohhardcore What’s your gut exit point range?

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@alojohhardcore @z0n3r1 Even with the concern, still recommending holding a minor position?

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@theonemathias @alojohhardcore I did 330 strike for January 2027… I’ll let it ride for a while with a stop loss at 30%.

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@EmanuilIvanov72 @alojohhardcore Definitely gonna use the corridor…was just wondering if anybody had a qualitative thoughts. Thanks for the reply!

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@alojohhardcore Great trade idea!