Equity investor

Interested in Financial markets, Macro, Stocks Fundamental and Technical Analysis. My tweets are not financial advice.

[Equity investor @equitydd]

$WGMI ETF is not anymore a bitcoin mining ETF but more of a Neocloud and AI infrastructure ETF, up 85% YTD.

Top Holdings: $CIFR $IREN $WULF $CORZ $KEEP $HUT $HIVE $RIOT $CLSK $MARA $APLD $NBIS $WYFI $CRWV

[Equity investor @equitydd]

$FTXL Semiconductor ETF 🥇 has better YTD and 1-Yr returns compared to $SOXX and $SMH

Here are the ETF holdings:

$INTC $MU $QCOM $AVGO $NVDA $MRVL $AMD $ON $TXN $NXPI $LRCX $KLAC $SWKS $AMKR $AMAT $ADI $MCHP $MPWR $TER $CRUS $ENTG $ALAB $RMBS $AVT $ONTO $COHR $CRDO $ACLS $SMTC $MTSI $ACMR $FORM $AEIS $IPGP

[Equity investor @equitydd]

$AIPO ETF provides amplified exposure to innovative companies driving decentralized energy solutions, electrical grid advancements, data center operations, and AI hardware.

$PWR $VRT $GEV $ETN $BE $AVGO $NVDA $CCJ $CEG $MTZ $AMD $STRL $NVT $HUBB $VST $GNRC $PEG $AGX $FCEL $DY

Disclosure: I have no affiliation with any of these funds/companies, just sharing for fun and educational purpose, never a financial advice.

[Equity investor @equitydd]

Electronic components stocks continue to show strong momentum in 2026, with leaders across optical components, power electronics, manufacturing services, sensors, and connectivity delivering impressive YTD returns as demand for AI, industrial, networking, and advanced electronics infrastructure remains robust.

$OPTX $CPSH $VICR $TTMI $FLEX $KOPN $GLW $OUST $BHE $LFUS $PLXS $MEI $SANM $JBL $RELL $CTS $FN $LPTH

[Equity investor @equitydd]

Watchlist for next week

$AVGO $CRDO $DELL $BE $AGX $CIEN $LITE $MU $SNDK $DRAM $COHR $AAOI $AXTI $DOCN $AMD $NBIS $CRWV $IBM $ICHR $IREN $HIVE $WULF $CIFR $HUT $APLD $HIMX $MXL $ONDS $RCAT $RKLB $RDDT $NOW $DDOG $APP $RXT $NVT $POWL $TSEM $TTMI $CLS $NLST $FLEX $STRL

[Equity investor @equitydd]

$AVGO earnings beat, stock down -15% AH

Revenue of $22.19B (+47.9% YoY) beats by $70M and EPS of $2.44 beats by $0.04.

Next quarter revenue guidance of approximately $29.4B vs consensus of $28.5B

Q2 semiconductor revenue from AI of $10.8B grew 143% YoY, above forecast, driven by increasing demand for custom AI accelerators and AI networking.

[Equity investor @equitydd]

$AVGO earnings beat

Revenue of $19.31B (+29.4% YoY) beats by $170M and EPS of $2.05 beats by $0.03.

Next quarter revenue guidance of $22B vs $20.4B consensus estimate.

[Equity investor @equitydd]

Earnings after market close

$AVGO $CIEN $CRWD $AI $VEEV $FIVE $DSGX $CHPT

[Equity investor @equitydd]

@RamiroHerm23737 Lot of free resources like yahoo finance, zacks, finviz, barchart etc

[Equity investor @equitydd]

Mega Caps Valuation Comparison

$NVDA $AAPL $GOOGL $MSFT $AMZN $TSM $AVGO $TSLA $META $MU

[Equity investor @equitydd]

@Crismo999 Thanks 🙏

[Equity investor @equitydd]

10 Stocks to Watch under Engineering & Construction group 🔖

These leaders build the infrastructure that powers our economy and future.

$STRL $FIX $VATE $AGX $MYRG
$PWR $IESC $ORN $ECG $DY

[Equity investor @equitydd]

Electronic components stocks continue to show strong momentum in 2026, with leaders across optical components, power electronics, manufacturing services, sensors, and connectivity delivering impressive YTD returns as demand for AI, industrial, networking, and advanced electronics infrastructure remains robust.

$OPTX $CPSH $VICR $TTMI $FLEX $KOPN $GLW $OUST $BHE $LFUS $PLXS $MEI $SANM $JBL $RELL $CTS $FN $LPTH

[Equity investor @equitydd]

@william9in Glad to hear that 😀

[Equity investor @equitydd]

$LITE 🔥 looks like he listens

[Equity investor @equitydd]

O boy wake up 🫣

[Equity investor @equitydd]

Stocks making new 52 week high today

$TWLO $ARM $NBIS $RNG $DDOG $NET $DOCN $FROG $DELL $ZETA $INOD $HPE $BAND $BB $VSH $MRVL $CRWD $PENG $PANW $MU $HIMX $CORZ $EXTR $STX $ATEN $TSM $LOGI $SNDK $SNX $NTCT $AVGO $WDC $AMAT $CSCO $CRDO

[Equity investor @equitydd]

$NVDA ($5.4T company) casually up 6% today, this ain’t Aunt Susie buying

[Equity investor @equitydd]

When top? 🫣

[Equity investor @equitydd]

A visual guide to four trading rule:

• Opening Range Breakout
• Gap Rule
• Trend Following
• Risk Management

Using annotated candle charts to teach disciplined entries, exits, stop placement, and capital protection.

For educational purposes only. Do your own research.

[Equity investor @equitydd]

$HPE earnings beat, stock up +28% AH

Revenue of $10.7B (+40.2% YoY) beats by $930M and EPS of $0.79 beats by $0.26.

HPE estimates next quarter revenue to be in the range of $11.5B to $12.1B vs. consensus of $10.9B

[Equity investor @equitydd]

$CRDO earnings beat again but stock down -11%

Revenue of $437M (+157.0% YoY) beats by $3.7M and EPS of $1.16 beats by $0.13

Next quarter revenue is expected to be between $465M and $475M vs consensus of $464M

[Equity investor @equitydd]

$CRDO double beat on earnings but the stock down AH

Revenue of $407.01M (+201.5% YoY) beats by $19.39M and EPS of $1.07 beats by $0.13.

Massive revenue growth!!

Next quarter guidance:
Revenue is expected to be between $425M and $435B vs consensus of $411M.