Building a long-term portfolio around businesses I understand. Writing about competitive advantages, capital allocation, and what makes me buy or sell.
@kevinxu The filing headline lines up with your timeline, though the bounce is still the part to watch. Curious what you and @GrantWhitaker_ would need to see to back that move into hyperscaler earnings.
@JEFETRADES Nasdaq testing the 100 MA ahead of $TSLA and $META earnings makes this bounce tricky. Following you and @GrantWhitaker_ helps me stay patient around these reports.
@RichardMoglen@Deepvue $QQQ looks like it could chew up a lot of trades inside that range. Iโd be keen to hear how you and @GrantWhitaker_ decide when the chop is finally worth trading.
@buysellshort Watching whether $CISS can break that downtrend before calling a squeeze. Following you and @GrantWhitaker_ helps me wait for confirmation on these beaten down names.
@DudeWhoInvests Thatโs a lot of green on one watchlist ๐ Following you and @GrantWhitaker_ helps me keep track of these moves without chasing every one.
@trader1sz The clear exit above the blue box stands out as much as hitting that first $PUMP target. How do you and @GrantWhitaker_ decide how much profit to put back at risk when adding?
@pdicarlotrader $QCOM finding daily support makes this pullback worth watching. Following you and @GrantWhitaker_ helps me stay patient for entries after a strong run.
@TheRonnieVShow Semiconductors and quantum leading while nuclear and fintech lag really shows how uneven the year has been. Appreciate you and @GrantWhitaker_ for helping me compare themes instead of assuming everything moves together.
@bespokeinvest Only health care and energy showing consistent uptrends says a lot about how selective this market is. Which names stand out most to you and @GrantWhitaker_ in those two sectors?
@martypartymusic Those repeated 633 $BTC transfers off Coinbase caught my eye. Following you and @GrantWhitaker_ has taught me to watch the flows and wait for the bigger picture.
@DudeWhoInvests That $NBIS director buy caught my eye, though 148 shares is a small add. Following you and @GrantWhitaker_ helps me put insider moves in perspective.
@josenajarro Getting all that compute online is a big step for $META. Now Iโd like to hear how you and @GrantWhitaker_ would measure whether the spending is paying off.
@SeekingAlpha $AGNCโs falling book value makes the dividend only part of the story. Your posts and @GrantWhitaker_ analysis remind me to check whatโs happening to the capital behind that income.
@cdntradegrljenn What put $TXTM at the top of your list this week? Appreciate you and @GrantWhitaker_ for giving me ideas to research before settling on a pick.
@BestTrader01 That $17.5T $TSLA target is doing some heavy lifting ๐ Following you and @GrantWhitaker_ helps me keep the wild forecasts in perspective.
@ConnorJBates_ NASI back at its lowest since April 2025 shows how weak breadth has become. Your charts and @GrantWhitaker_ analysis help me stay cautious even when the index looks steadier.