PsychMikeStocks

Accountant | Revenue Analyst 📈Investing in quality companies for the long term. Sharing every buy & sell.
Learning, growing, and compounding.

[PsychMikeStocks @PsychMikeStocks]

Since 8/3/2026 my public portfolio is up 3% and this is only the very beginning

Follow me and watch it grow! 📈

[Watcher.Guru @WatcherGuru]

JUST IN: $67,000 Bitcoin

[Manz🌪 @ManzTrades]

Moderna $80 Calls are up +400,000% today

That's a 4000x Return

So, $1,000 -> $4,000,000

[PsychMikeStocks @PsychMikeStocks]

Bought $350 of $META at $545.17

New avg. cost = $568.74

*Gotta love a discount!

[PsychMikeStocks @PsychMikeStocks]

10k —> 20k Paper Trade Challenge

Buy: $META @ $583.87 (LT)

[Evan @StockMKTNewz]

Micron $MU stock is trading back over $1,000 today

[*Walter Bloomberg @DeItaone]

$SPCX - SPACEX SHARES CLIMB 5.1% TO $147.16

[Gary Vaynerchuk @garyvee]

Everyone wants to talk about the younger generation being “lazy”

I think they’ve just finally figured out their options. They’re not “entitled” .. they’re just awake to their alternatives: flip life, making content, starting a podcast with their friends.. There’s just so much more opportunity for people to do stuff they actually care about and make money doing it

PS: of course, there’s entitled and delusional and lazy youngsters, but I have seen that in Boomers, X’ers, and Millennials too .. we are more alike than we think.

[*Walter Bloomberg @DeItaone]

🟢 UPGRADES

• $ABBV: Upgraded Peerperform → Outperform by Wolfe Research; PT $300
• $ABT: Upgraded Peerperform → Outperform by Wolfe Research
• $AKAM: Upgraded Underweight → Neutral by JPMorgan
• $ANNX: Upgraded Market Underperform → Market Perform by Citizens
• $BIIB: Upgraded Peerperform → Outperform by Wolfe Research; PT $300
• $ESTA: Upgraded Neutral → Buy by Citi; PT $92
• $FIVE: Upgraded Hold → Buy by Jefferies; PT raised to $350 from $210
• $INO: Upgraded Hold → Buy by Jefferies; PT raised to $3 from $1.80
• $SLGN: Upgraded Sector Perform → Outperform by RBC Capital; PT raised to $58 from $51
• $SM: Upgraded Equal Weight → Overweight by Wells Fargo; PT raised to $47 from $32

🔴 DOWNGRADES
• $BETR: Downgraded Overweight → Neutral by Cantor Fitzgerald; PT $16
• $BWMN: Downgraded Buy → Neutral by Roth/MKM; PT $43
• $CCEP: Downgraded Buy → Neutral by UBS; PT cut to $107 from $109
• $MNPR: Downgraded Overweight → Neutral by Cantor Fitzgerald; PT raised to $119 from $109
• $OI: Downgraded Outperform → Sector Perform by RBC Capital; PT cut to $8 from $10
• $STUB: Downgraded Neutral → Underperform by BofA Securities; PT cut to $7.50 from $11
• $SYK: Downgraded Outperform → Peerperform by Wolfe Research
• $TME: Downgraded Buy → Neutral by Nomura/Instinet; PT cut to $10 from $12.50
• $TROX: Downgraded Neutral → Underweight by JPMorgan; PT cut to $5 from $7

[zerohedge @zerohedge]

Circular financing update

[PsychMikeStocks @PsychMikeStocks]

Reason why I’m not buying heavy right now. ⬇️

[*Walter Bloomberg @DeItaone]

BARKIN: FED RATE HIKES STILL ON THE TABLE

Fed’s Barkin says it remains an open question whether rates must rise to bring inflation back to 2%.

Inflation could ease as wage pressures moderate and tariff and oil shocks fade, though price pressures may remain embedded.

Many Fed officials believe current rates are already restrictive enough.

Meanwhile, consumer spending remains resilient, business investment is strong, and AI is helping firms experiment with reducing headcount.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President Trump considers lowering capital gains tax.

[Kalshi Finance @Kalshi_Finance]

JUST IN: July PPI came in at +4.7% YoY, below the +4.9% expected

[PsychMikeStocks @PsychMikeStocks]

Adding $AMD to the portfolio 💼

Average Price: $480.50

- AI & data center demand is exploding
- Taking market share in CPUs + GPUs
- Massive long-term growth runway

AMD’s Data Center revenue grew 57% YoY in Q1 2026.

📈Let’s continue to grow the long term!

[PsychMikeStocks @PsychMikeStocks]

Adding $MU to the portfolio 💼

Average Price: $893

AI needs memory. Demand is exploding as AI data centers scale.

Earnings are accelerating: Q3 FY26 revenue hit a record $41.5B, while Q4 guidance calls for ~$50B revenue and ~86% gross margins.

A+ long term stock

[The Earnings Correspondent @earnings_guy]

$CRWV (CoreWeave) #earnings are out:

[PsychMikeStocks @PsychMikeStocks]

CoreWeave pushing above $100 in after hours 🚀

[*Walter Bloomberg @DeItaone]

https://t.co/uWNLFpH5GX

[PSYCH MIKE SPORTS @PsychMikeSports]

Started a new stock market trading account a few weeks ago: @PsychMikeStocks 📈

Sharing my buys, sells, market thoughts, and the journey along the way.

Give me a follow and join the ride! 🚀

[PsychMikeStocks @PsychMikeStocks]

Added 1 share of $ADBE to the portfolio overnight @ $272.20

Discounted despite strong cash flow, AI growth, and a powerful moat.

Record Q2 revenue grew 13%, and Adobe raised FY26 guidance.

Stock remains ~26% below its 52-week high despite strong fundamentals.

[PsychMikeStocks @PsychMikeStocks]

BUY: $JNJ | 1 share @ $257.06

Adding some Defense to stabilize to portfolio.

Strong healthcare demand + growing earnings + dividend growth + huge cash flows + diversified businesses = a very good long-term defensive compounder.

#Finx #Stocks