Building a portfolio that pays the bills. 💸
Strategy: Dividend Growth (DGI) + Reinvestment
Focus: Dividend Safety & Free Cash Flow
No hype. Just compounding.
Small position, giant results. 📈
Even with a modest slice of $ASML in my portfolio, the gains hit different:
🚀 +149% over the past year
🔥 +75% YTD
But the real story is the growth potential. They hold a literal 100% monopoly on the High-NA EUV lithography machines needed to build advanced AI chips for NVIDIA, Apple, and AMD. The AI infrastructure buildout is just getting started, and demand is drastically outpacing supply.
You don't need a massive starting bag to win big when you pick absolute gatekeepers.
Are you holding $ASML? Let me know below! 👇
$MU Q3 Earnings: A absolute blowout report. The AI memory boom is firing on all cylinders. 🚀
• Revenue: $41.46B vs $36.72B expected (up from $9.3B YoY!)
• Non-GAAP EPS: $25.11 vs $21.39 expected
• Q4 Guidance: Insane $50B midpoint vs $35.5B consensus
Market Reaction: Stock is absolutely soaring after-hours, up over 9-15% and knocking on $1,150. Bears concerned about the massive $10B Q4 CapEx guidance, but the structural demand for HBM is completely overriding it.
#Micron #StocksToWatch #AI
@DividendBreeder Two words: March Reconstitution. SCHD slashed its high-yield Energy exposure by ~8% this year, rotating into safer but lower-starting-yield sectors like Healthcare. Combined with quarterly payout timing, the pass-through cash took a hit.
Is the $SCHD dividend growth story broken? 📉
Yesterday’s Q2 dividend announcement shocked investors at $0.2525/share. Looking at the split-adjusted history for June, the trend is officially down:
• June 2024: $0.2747
• June 2025: $0.2602
• June 2026: $0.2525
That is a 2.96% drop YoY and down over 8% from 2 years ago.
How does a fund built on dividend growth cut its payout?
Total annual payouts usually tell the real story, but this Q2 print is a tough pill to swallow for income investors.
Are you buying the dip or moving capital elsewhere? 👇 #Dividends #Investing #SCHD
Markets are flashing a textbook rotation right now. 🚨
While the Dow managed a green close yesterday (+0.29%), the Nasdaq took a heavy hit (-1.32%) as names like Alphabet and Amazon faced sharp profit-taking. That tech-led selling pressure is accelerating in the pre-market this morning, with Nasdaq futures down over 2.2% and semi heavyweights like Micron and Intel dropping over 7%.
Two massive catalysts are keeping the tape tense this week:
1️⃣ AI Valuation Check: Micron’s earnings tomorrow will be a major reality check for actual hardware demand.
2️⃣ Macro Anxiety: Yields remain sticky (10-yr near 4.50%) ahead of Thursday’s crucial Core PCE inflation data.
We are seeing a clear defensive posture as money rotates out of high-flying growth. Eyes on the PCE print to see if the macro story changes.
#StockMarket #Investing #Nasdaq #Macroeconomics
SUMMARY OF FED DECISION (6/17/2026):
1. Fed leaves rates unchanged for the 4th straight meeting
2. 9 out of 18 officials expect at least one rate hike this year
3. Fed lowers its median 2026 US GDP projection from 2.4% to 2.2%
4. Fed now sees PCE inflation not returning to its 2% target until 2028
5. Fed says inflation "remains elevated" relative to their goal
6. Today's Fed decision was reached in a unanimous 12-0 vote
The Fed appears to be bracing for more inflation.
$NFLX is down 18% over the past 3 months
Why it's a screaming BUY here:
Monetization Engine: Q1 revenue still grew 16% YoY with a massive 91% surge in Free Cash Flow. The underlying business isn't broken.
Ad-Tier Scaling: Ad revenue is on track to double this year, closing the revenue gap between ad-supported and premium plans.
Valuation Reset: The valuation has compressed significantly due to near-term M&A noise (missing out on Roku/WBD). The market is pricing in panic, ignoring the operating margins pushing toward 31.5%+.
At its lowest levels in a year, this is classic "be greedy when others are fearful."
What's your move on $NFLX here? 👇 #Investing #StockMarket
Biggest IPO in history is today.
Trump's birthday is tomorrow.
IRAN deal is almost finalized.
What a coincidence.
However, ya'll are very smart and already know which way is market headed today.
Good luck everyone
BREAKING: May CPI inflation rises to 4.2%, the highest level since April 2023.
Core CPI inflation also rises to 2.9%, the highest since September 2025.
Inflation in the US is officially back above 4% and more than double the Fed's target.
Odds of Fed rate hikes are rising.
MARKET UPDATE (June 8, 2026): Asian indices are sliding today, triggered by escalating Iran-Israel tensions, a spike in Brent crude over $96, and a Wall Street tech sell-off.
Actual single-day moves today:
🇰🇷 South Korea (KOSPI): 📉 -8.2% (triggered circuit breakers)
🇯🇵 Japan (Nikkei 225): 📉 -3.8%
🇹🇼 Taiwan (TAIEX): 📉 -3.8%
🇭🇰 Hong Kong (Hang Seng): 📉 -1.2%
A heavy hit to semiconductor giants (Samsung, SK Hynix, TSMC), but contextualized by a massive 2026 tech rally prior to today. 📊🌐
As outlined in the company’s IPO prospectus, SpaceX investors will be able to sell up to 20% of their stock starting on the second full day of trading after the company releases its first earnings report after the end of the second quarter. There’s also a performance-based trigger; investors can sell an additional 10% if the stock trades 30% above its IPO price for at least five of the 10 trading days after earnings are released.
$T drops over 4% in its worst day in 8 months after an Oppenheimer downgrade.
Its 52-week low at $22.61.
The culprit? Emerging threat from SpaceX/Starlink tech shaking up legacy broadband.
Disruption risk is real, but the ~4.9% dividend yield remains juicy. Might be a prime opportunity to slowly load up/DCA into this dip while the market panics. 📉💰 #ATT #Investing #Dividends