TheDividendDrip

Building a portfolio that pays the bills. 💸
Strategy: Dividend Growth (DGI) + Reinvestment
Focus: Dividend Safety & Free Cash Flow
No hype. Just compounding.

[TheDividendDrip @TheDripDividend]

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! 👇

[TheDividendDrip @TheDripDividend]

$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

[TheDividendDrip @TheDripDividend]

Its happening!!!
Bitcoin falls below 59k. ~ -45% down from its all time high!!!
How low can it go?? - my guess 48-50k

[TheDividendDrip @TheDripDividend]

@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.

[TheDividendDrip @TheDripDividend]

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

[TheDividendDrip @TheDripDividend]

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

[TheDividendDrip @TheDripDividend]

There might be issue with cloud services. I am having issue with X, and robinhood.

[TheDividendDrip @TheDripDividend]

Robinhood this morning!! 🙄🙄 are you facing the same issue??
#robinhood #down

[The Kobeissi Letter @KobeissiLetter]

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.

[TheDividendDrip @TheDripDividend]

$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

[TheDividendDrip @TheDripDividend]

Market is green !!! 😊 😃

[TheDividendDrip @TheDripDividend]

$SPCX opens!!!!
14% up

[TheDividendDrip @TheDripDividend]

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

[TheDividendDrip @TheDripDividend]

RT @KobeissiLetter: Many are asking why is SpaceX, $SPXC, NOT trading yet?

Here's exactly how the IPO process works and when the shares wi…

[The Kobeissi Letter @KobeissiLetter]

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.

[TheDividendDrip @TheDripDividend]

@NotA_Bull $META is in heavy discount right now!!!

[TheDividendDrip @TheDripDividend]

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. 📊🌐

[TheDividendDrip @TheDripDividend]

@HTKstocknews My target is $20-25

[TheDividendDrip @TheDripDividend]

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.

[TheDividendDrip @TheDripDividend]

$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