DT

[DT @dtrestrail]

@aleabitoreddit Watch XPeng $XPEV

[DT @dtrestrail]

@NFTMania11 @alojohhardcore Look into using a European style four legged spread vs paying margin interest. NFA!

[DT @dtrestrail]

@itsmebutterz @Shaughnessy119 @grok @grok what say you?

[DT @dtrestrail]

@orrdavid Thoughts on $KSPI? Low PE, high dividend, growing, in an odd region but on US exchange.

[DT @dtrestrail]

@alojohhardcore Thank you for the periodic update on the composition, a very helpful sanity check.

[DT @dtrestrail]

@alojohhardcore For positions considered “significant,” from high, is it currently: NVDA, MU, META, PLTR, XPEV, MSFT? Thank you!

[DT @dtrestrail]

@alojohhardcore Hi AJ, great content, as always. Is there a play to purchase the Baron Partners Fund (BPTRX)? As of Mar 31st, it was 33% SX and 20% Tesla.

[DT @dtrestrail]

@ramahluwalia When Lumida ETF?

[DT @dtrestrail]

@SkinsFanInTN2 @KOCOMichael @957thegame Such disrespect to miss any of it.

[DT @dtrestrail]

@EugeneNg Here’s a related excellent article.

https://t.co/v6UpEXjibc

[Stefan Waldhauser @stwboerse]

Enterprise software stocks are crashing across the board due to a huge misunderstanding about agentic AI. It's time to clear up this misconception among more investors, so I've now removed the paywall from what is probably my most important write-up of the year so far. It explains which software companies are really threatened by AI and which are not. https://t.co/ViQKcUf9ph

[DT @dtrestrail]

@ramahluwalia Account for all the companies in the Russell 2000 with net losses and the PE is much higher!

[DT @dtrestrail]

@ramahluwalia Please include Situational Awareness in your 13F review. Thanks!

[DT @dtrestrail]

@mrjasonchoi This is a great framework to study. Where is April ‘19 to Match ‘20? Feels like we’re early in 4.

[DT @dtrestrail]

@cantonmeow Very good perspective, you helps us stay calm and keep an open mind until the evidence is clear. For example, 1986 wasn’t the end of that 4 year cycle, it wound up being 1987.

[DT @dtrestrail]

@jaltucher See what $JLP is and has been doing, it’s an absolute steady growth machine that brings income and appreciation. Would be great for the portfolio.

[DT @dtrestrail]

@cantonmeow @Kross_Roads $GLXY

[DT @dtrestrail]

@ramahluwalia $NVDA was in the $130s, now in the $170s!!