Matthew Sullivan

2 days ago

Want to join a professional trading team? I've created a WhatsApp group for both new and active traders. Live trading alerts Copy trading Market news and setup Friendly global community Join for free: https://t.co/2hiSNu5yl2 Reply "6666" to join for free.

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Patient Investor

@patientinvestor

22 days ago

Chuck Akre trimmed Brookfield $BN, purchased $NOW & $CRM!

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Patient Investor

@patientinvestor

21 days ago

Chris Hohn sold 83% of Microsoft & Initiated a position in Google! $MSFT $GOOGL

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20 days ago

WHY $SOFI IS A TOP 3 POSITION FOR ME The market is overpricing the credit fear and underpricing the platform optionality when it comes to SoFi which is why I think it's one of the weirdest setups in the market right now. The business is still executing very well but the stock is stuck in one of the worst sentiment buckets since the market clearly doesn't want exposure to credit-sensitive stocks in a higher-for-longer rate environment and SoFi still gets treated like a bank-like lender even though the business is becoming much broader than that. The Loan Platform Business (LPB) is more important than people realize since SoFi originated $3B of personal loans on behalf of third parties through LPB in the quarter and added another $3.6B of capital commitments from three new partners. That matters because it gives SoFi flexibility so they can choose which loans to keep on the balance sheet and which loans to push through partners for fee revenue without taking the same balance sheet risk (very different model than being a traditional lender that is stuck holding everything). This is also why the private credit fear looked less scary if you listened to the actual earnings call. One of the biggest bear arguments was that funding partners would pull back if credit conditions weakened but Noto said they're not seeing issues in performance or partner demand and LPB demand was actually above what they chose to fulfill. The member flywheel is still the main reason this is a top 3 position for me because this is a real moat the market is overlooking. SoFi added over 1M members in the quarter, ~45% of new products came from existing members and 50% of SoFi Plus sign-ups took another product. The more members they add, the more products they cross-sell, the more deposits they gather, the more revenue they generate per member and the more efficient the platform becomes (how SoFi becomes more valuable over time). SoFi Plus becoming a paid subscription is also great to see because recurring fee revenue on top of a growing user base can improve unit economics over time. The biggest thing I want to see next is the Tech Platform turning around which is obviously the weakest link. Technology Platform revenue fell 27% YoY to $75M, contribution profit fell 61% and total accounts declined because of the large client that transitioned off the platform. Management is rebranding it as SoFi Tech Solutions and breaking it into processing, banking core ledgers, payment hub, and risk and fraud. If that platform starts growing again then great but I view this more as a free call option on owning SoFi. I truly believe SoFi is a good business trapped in a bad sentiment bucket. The market is focused on rates, credit risk and the weak Technology Platform while I'm focused on members, deposits, cross-buy, loan platform flexibility, operating leverage and the long-term path toward becoming a top financial institution. It can absolutely trade lower if the market sells off or if credit fears come back but I think the business is much stronger than the stock action suggests and I have no problem keeping this a top 3 position for me.

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19 days ago

President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power: • $PENG: +158% • $INTC: +151% • $SNDK: +131% • $MRVL: +128% • $IRDM: +118% • $BE: +117% • $AMD: +111% • $STX: +110% • $LUNR: +102% • $DDOG: +69% • $DELL: +68% • $TXN: +55% • $AVGO: +33% • $GOOGL: +30% • $NVDA: +27% • $AMZN: +20% • $AAPL: +17%

StockSavvyShay's tweet photo. President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:

• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $MRVL: +128%
• $IRDM: +118%
• $BE: +117%
• $AMD: +111%
• $STX: +110%
• $LUNR: +102%
• $DDOG: +69%
• $DELL: +68%
• $TXN: +55%
• $AVGO: +33%
• $GOOGL: +30%
• $NVDA: +27%
• $AMZN: +20%
• $AAPL: +17%

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19 days ago

$RKLB proved with Electron that it can take a rocket program from first launch to industrial cadence by becoming the fastest commercially developed rocket in history to reach 50 launches (beating SpaceX Falcon 9 by a year). That same manufacturing system is now being applied to Neutron which is approaching first flight in Q42026 with a $2.2B backlog already in place. Rocket Lab is the only company outside SpaceX that has proven it can scale a launch program to this level of cadence and Neutron is where that capability gets monetized at a much larger scale.

StockSavvyShay's tweet photo. $RKLB proved with Electron that it can take a rocket program from first launch to industrial cadence by becoming the fastest commercially developed rocket in history to reach 50 launches (beating SpaceX Falcon 9 by a year).

That same manufacturing system is now being applied to Neutron which is approaching first flight in Q42026 with a $2.2B backlog already in place.

Rocket Lab is the only company outside SpaceX that has proven it can scale a launch program to this level of cadence and Neutron is where that capability gets monetized at a much larger scale.

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27 days ago

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2 months ago

選手とふれあえるチケットも、シェブロン株の含み益を売って実現すれば、案外手に入るものですね。日本代表が W 杯ベスト 4 入りする未来が見えてくれば、もしかしたら買ってもいいかもしれません

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2 months ago

先ほど買った株すべて −9,970円で損切りしました😱🪓💀　🚑 やっぱりまだ早い気がして一旦撤退です、、、🪦☠️🪓

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2 months ago

今日も大きく下げそうだが、何を買おうかな？？個人的には6月高配当あたりが注目です。タイヤとかいいかな！

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DAIBAKUTO

@daibakuto

2 months ago

海外勢の売越は2週連続で1兆97億円の売却！中東産原油への依存度の高い日本の脆弱性が意識され始めています！そして買っているのは個人投資家で3週連続買い越しです😅

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株式市場の碩学 @wzzyqwmh

2 months ago

年収9,800万円。 27年間任天堂で働いてきた従兄が、ある日ぽつりと漏らした。「次に本当に来るのは、ロボットでもAIでもない。世界中の“電力コスト”を変える黒子の技術だ」正直、その一言で流れを察した。福岡に、社員わずか60人ほどの小さなメーカーがある。ほとんど表に出ない企業。だが中身はまったく別物。そこで量産されているのが—— “超低損失パワー変換モジュール”。導入企業のデータは異常なレベル。・消費電力 −27％・発熱 −52％・装置寿命＋60％つまり、コスト削減＋効率＋耐久性を同時に引き上げる技術。すでにテスラとサムスン電子が2026年分の生産枠を確保。さらにトヨタ自動車と日立製作所も2027年分を押さえている。来年、国際エネルギー規格の最終認証が通れば—— 一気に世界の表舞台に出る可能性が高い。それでも株価は、まだ120円前後。このギャップに気づいている人は、かなり少ない。私はすでに静かに45,000株だけ仕込んだ。あとは“時間”の問題だと思っている。これ以上はここでは書けない。これ以上はここでは書けない。いいねした友達にだけ、静かに教える。

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