Welcome to my profileI’m a full-time Investment Strategist focused on:• Financial & Technical Analysis
• Risk Management & Position Sizing
• Capital Allocation
JEREMY GRANTHAMが、今がアメリカ史上最も割高な市場だと言ったんだ📉
GMOの共同創業者で、2000年と2021年のバブルを当てた人物。CNBCで、今回のバブルが弾けたら株はどこまで下がるか聞かれてたよ。
その数字、想像以上に大きいんだって。
グランサム曰く、トレンドに戻るには50%じゃなく
The Assembly is back open tomorrow 🚀
We're a crew of 10 covering macro, stocks, crypto, options, value, and growth.
No matter your style, we've got you.
If you're serious about building wealth, this is where you need to be.
We don't let people come for free all the time at The Bakery. You get maybe one or two chances, depending on how nice we're feeling.
Plenty of other communities let 70% of people hang around without paying. (Embarrassing numbers, and we all know why.)
We won't ever sell ou
Why I loaded up on more $AAOI during this dip 👇
Capacity-limited, not demand-limited. They've got orders piling up but can't make enough yet.
AI networking is ramping hard with 800G and 1.6T products already seeing volume buys.
Production growing from ~100k to 650k+ u
$GRRR revenue is expected to increase by +300% over the next 12 months
And this was expected BEFORE the $2 Billion deal was made last week
Current Market Cap is $500 million
$GRRR could 5 X from here and be fair valued only.
$BB - Time to up the stakes 🚀
$BB's looking real tactical right now at around $9.19, up over 5% today after settling from that early-June dip off the $10.34 peak.
If you're thinking about adding to your position before the Q1 earnings on June 25, 2026, the big pieces are
EPS has been climbing steadily, but $ADBE's price tanked because everyone's worried about disruption.
Earnings are out today, and the market needs proof the business is getting stronger. Any sign of weakness just feeds the fear.
For confidence to bounce back, we need:
1
Gold prices stayed flat, but senior gold miners (GDX) still went up 1.5% today. Silver miners did even better, gaining over 2%. Curious how the day wraps up. Looking good for now, but we're not fully in the clear yet...