dailypicks

always buy the dip. never panic sell. this too shall pass. MAGA

[dailypicks @Puucktalk]

In 2026

ISRG to 800

AXON to 1000

[dailypicks @Puucktalk]

What I can’t figure

- MAG names are going all in on AI
- NVDA has gone no where for 12 months

[dailypicks @Puucktalk]

Fuck

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Meta, $META, is considering raising "tens of billions of dollars" in a stock offering as it seeks new sources of capital following the launch of Google’s record $85 billion equity raise this week, per FT.

[dailypicks @Puucktalk]

@NateGeraci What? Crypto is about to get destroyed by WS

[dailypicks @Puucktalk]

I’m absolutely buying SpaceX at some point

Let the dust settle and see where things settle at

[dailypicks @Puucktalk]

Compete?

[Watcher.Guru @WatcherGuru]

JUST IN: JPMorgan, Citi and major US banks to launch new tokenized deposit system to compete with crypto.

[dailypicks @Puucktalk]

Vertical

[dailypicks @Puucktalk]

It’s time to lean into winners not part of the AI capex trade

They’ll come back, there is no doubt.

[dailypicks @Puucktalk]

SPOT is turning into a mini META

the app is leaps better than a couple years ago, one of my core apps

[dailypicks @Puucktalk]

@KrisPatel99 And it worked

[dailypicks @Puucktalk]

Vegas with 2 shots 13 minutes in .. doesn’t look good

Vise grip starts closing minute by minute intra series

[dailypicks @Puucktalk]

AAPL and GS march higher

[dailypicks @Puucktalk]

Incredible, truly

[dailypicks @Puucktalk]

I don’t think I’ve ever been more convinced in two stories than I am in HOOD & AXON

[dailypicks @Puucktalk]

I sold COIN and put proceeds into HOOD

I’ve seen enough at this point

[dailypicks @Puucktalk]

So many names getting slowly slaughtered this year

ISRG NFLX UBER MA

[dailypicks @Puucktalk]

Insane pivot from Berkshire

I’ve complained about their cash hoarding for a while now so can’t turnaround complain now that they’re starting to deploy

Now becomes a question of timing, if they’re late

We’ll see

[dailypicks @Puucktalk]

@jstepka The meta disrespect is pretty amazing. Just hodl it, 1000 at some point

[dailypicks @Puucktalk]

What bullshit caused meta -5%

[dailypicks @Puucktalk]

So they’re all chasing software names now huh