Alex

| 29 | Investing | Stocks | Money | Memes | Goal: $100k invested 2026 | $66,409.60 /$100,000 | 66.4 % | (NFA | DYOR)

[Alex @DeepValueAlex]

Today is 12/29/25

My account stands at $66,409.60

Goal for 2026: $100,000

I'll do this through value based investing, consistency and hard work. If you're interested in joining the journey I’d appreciate a follow. Thank you 💪

[Alex @DeepValueAlex]

@Ibarragan19 Wouldn't be surprising with the sentiment right now tbh

[Alex @DeepValueAlex]

Paypal is approaching LOWS from 2023.

Where do you think we'll see a bottom?

$PYPL

[Alex @DeepValueAlex]

@gimmethemoney69 Not a bad idea. I keep 7 super concentrated but solid companies

[Alex @DeepValueAlex]

How many positions is too much in your portfolio?

I like having 7 max.

It's hard to outperform the S & P if you have too much diversification imo.

$SPY

[Alex @DeepValueAlex]

@QualityInvest5 Netflix could be huge in video game streaming. It didn't work out in the past due to technology and infrastructure limitations. If anyone can pull it off now it's Netflix for sure $NFLX

[Alex @DeepValueAlex]

@fiscal_ai Paypal is positioning themselves well for agentic commerce. Which could pay off big if it turns out to be as big as they believe it will be. $PYPL

[Alex @DeepValueAlex]

Keeping the streak going. Long $DUOL 💸

[Alex @DeepValueAlex]

@niccruzpatane They're trying to gain market share right now. There's no way they're focusing on profitability at those price points.

[Alex @DeepValueAlex]

How far away do we thing agentic commerce is from being significant?

Paypal's aquistion positions them well in the space.

$PYPL

[Alex @DeepValueAlex]

@weary_centurion It seems like Paypal is really doubling down on Agentic. Definitely a long-term play. $PYPL

[Alex @DeepValueAlex]

@Leo_Traydes Gotta let your winners ride!

[Alex @DeepValueAlex]

Timing a Trump market is impossible.

Stick to your investment plan, and chill.

$SPY $QQQ

[Alex @DeepValueAlex]

@HatedMoats I don't think any of these big companies need to be "undervalued" to be a good buy imo. If it's a fair price, and can compound FCF per share over time by 15% per year I think it's a good place to put your money.

[Alex @DeepValueAlex]

@wallstengine The ad supported tier is not bad on Netflix. We'll see if they jack up the number of ads though to hit this metric.

[Alex @DeepValueAlex]

Netflix Double Beat. Down 4% after hours. Buying MORE. $NFLX

[Alex @DeepValueAlex]

@QualityInvest5 When the market wants to go down, the earnings wont. do anything imo. It's similar to Nvidia and Palantir earnings late last year. Both killed earnings but went down anyways.

[Alex @DeepValueAlex]

@travels007 Yeah that's what I'm thinking too. We'll see what happens!

[Alex @DeepValueAlex]

Volatility is up 40% over the past 5 days.

VIX is high is when you buy. $VIX

[Alex @DeepValueAlex]

@JuanRodrig07 I feel like Paypal is trying to do a lot of different things. When I think focusing on one or two things and getting those right would be more impactful. $PYPL

[Alex @DeepValueAlex]

@TacticzH David ellison is probably thinking of what else he can do to stop this from happening.

[Alex @DeepValueAlex]

@alc2022 Your mindset is the most important thing in investing imo. Can't let yourself get to high or low in emotions.