@Goldsmith Memos

Global Financial Polyglot | 10+ Years Navigating Market Chaos
CFA Charterholder | Crypto Agnostic | Macro Storyteller

[@Goldsmith Memos @GoldsmithMemos]

📊 Portfolio Sentiment Check
(Not Recommendations! DYOR)

Bullish Potential
$ASML
$NVO

Watchlist Spotlight 🔍
$OSCR
$EVO
$GOOGL
$FICO
$DAVE
$CRM
Neutral View
$BABA
$DLO
$AMZN
$NBIS
$SPGI
$TSM
$V
$NVDA
$SE
$AMD
$CSU
$MELI
$META
$HIMS
$CPNG

Premium Valuation
$MSFT
$SPOT
$COST

Agree? Let's discuss! 👇
Views = my analysis only. Not financial advice.
#Stocks #Investing #MarketSentiment #Trading

[@Goldsmith Memos @GoldsmithMemos]

💵 Financial Sector Edition

Strong setups across the financial space:

$JPM
$GS
$MS
$BX
$SCHW
$PYPL
$COIN
$CME
$V
$MA
Money always finds its way back to the banks. 🏦
#Finance #BankStocks #Investing #Wealth

[@Goldsmith Memos @GoldsmithMemos]

🛒 Consumer & Retail – Defensive Growth

📊 Funds piling into consumer staples + retail leaders:

Stocks:
$PG — 72.6%
$KO — 70.4%
$PEP — 68.9%
$COST — 67.2%
$WMT — 66.7%
$TGT — 64.3%
$NKE — 63.8%
ETFs:
$XLP — Consumer Staples Select Sector SPDR Fund
$XLY — Consumer Discretionary Select Sector SPDR Fund
$RTH — VanEck Retail ETF
✅ Strong balance sheets + steady demand.
🛍️ Perfect mix of staples & retail growth.
#ConsumerStocks #Retail #Investing #ETFs #Trading

[@Goldsmith Memos @GoldsmithMemos]

Young Growth Leaders (Stocks to Watch)

$PGNY Pagaya
$PRCH Porch Group
$VSAT Viasat
$LEU Centrus Energy
$NBIS Newbury Street
$IREN Iris Energy
$BE Bloom Energy
$CLS Celestica
$TEM Tempus
$KTOS Kratos Defense & Security Solutions
$DAVE Dave
$SNDK Western Digital
$FUTU Futu
$LIF Life360
$CRDO Credo Technology
Which ones are you tracking?
(Not financial advice. Do your own research.)
#Stocks #Investing #Trading

[@Goldsmith Memos @GoldsmithMemos]

he way he moves → rooftop ➝ parking lot ➝ woods…
Almost like he knew the cameras would be watching. 🤔
This story is only getting stranger. #Breaking

[Nick Sortor @nicksortor]

🚨 BREAKING: The FBI and state of Utah have just released video of the Charlie Kirk kiIIer escaping from the scene following the shooting

He jumped off the rooftop, moved quickly through the parking lot, and then began walking casually to blend in before entering a wooded area.

He was wearing converse tennis shoes, a shirt with an eagle, and a baseball cap with a triangle.

[@Goldsmith Memos @GoldsmithMemos]

Young Growth Leaders (Stocks to Watch)

$PGY Pagaya
$PRCH Porch
$VSAT Viasat
$LEU Centrus Energy
$NBIS Nebius
$IREN Iris Energy
$BE Bloom Energy
$CLS Celestica
$TEM Tempus AI
$KTOS Kratos
$DAVE Dave
$SNDK Sandisk
$FUTU Futu
$LIF Life360
$CRDO Credo
Which ones are you tracking?

(Not financial advice. Do your own research.)
#Stocks #Investing #Trading

[@Goldsmith Memos @GoldsmithMemos]

📈 ALL-TIME HIGHS ALERT!
These stocks hit record highs today:
$GOOGL $ORCL $HOOD $AVGO $TSM
$GS $NET $NBIS $RDDT $ALAB
$ANET $MS + 19 more

Notable sectors:
Tech / Cloud
Semiconductors
Financials
Energy & Infrastructure
(Not investment advice. Past performance ≠ future results.)
#Stocks #ATH #Investing

[@Goldsmith Memos @GoldsmithMemos]

🕊️ May the Lord’s peace surround Charlie Kirk’s family. We lift them up in prayer and ask for strength, comfort, and hope in the days ahead.

[House Republicans @HouseGOP]

A father, husband, son, and a man of Christ.

A titan of modern conservatism.

May God bless Charlie Kirk, and his family.

[@Goldsmith Memos @GoldsmithMemos]

💰 YieldMax ETFs Declares Distributions (9.10.25)

Notable monthly payouts:
$PLTY – $2.4410
$MARO – $0.9376
$BABO – $0.7974
$NVDY – $0.6428

Weekly payers incl:
$SLTY – $0.5520
$CHPY – $0.3838
$RDTY – $0.2572

#YieldMax #ETFs #Investing
(Not investment advice. Distributions are not guarantees of future performance.)

[@Goldsmith Memos @GoldsmithMemos]

My top 10 holdings across accounts are:
1. $PLTR
2. $HIMS
3. $HOOD
4. Bitcoin + $IBIT
5. $QQQM
6. $TEM
7. $SPLG
8. $NVDA
9. $VGT
10. $TSLA

Honorable mentions:
$ONDS $NBIS
$ASTS $LMND
Future is looking bright!

[@Goldsmith Memos @GoldsmithMemos]

The 3 Key Drivers Powering the AI Revolution

Compute
→ Semiconductors & Hardware
→ Storage & Networking
→ Energy & Data Centers
Data
→ Data Engineering & Management
→ Content & Cloud Infrastructure
Algorithms
→ Foundation Models & LLMs
Big Tech + Innovators = AI’s next leap.
#AIRevolution #Innovation #Compute

[@Goldsmith Memos @GoldsmithMemos]

💰 Top Tech Titans by Market Cap

A snapshot of today's giants:
$NVDA — $4.07T ↗️ 2.59%
$MSFT — $3.77T ↗️ 0.16%
$AAPL — $3.56T ↗️ 0.01%
$GOOG — $2.82T ↗️ 0.36%
$AMZN — $2.50T ↗️ 0.53%
$META — $1.90T ↗️ 0.82%
$AVGO — $1.64T 🚀 14.02%
$TSLA — $1.13T ↗️ 3.06%

Which one are you watching? 👀
Not investment advice.

#Stocks #Tech #Investing

[@Goldsmith Memos @GoldsmithMemos]

💰 Annual Dividends From $1,000 Invested:

$AAPL $4.50
$MA $5.10
$COST $5.20
$MSFT $6.60
$V $6.70
$WMT $9.60
$DPZ $14.90
$LOW $18.60
$MMM $18.90
$NKE $21.50
$MCD $22.40
$HD $22.60
$SBUX $27.20
$JNJ $29.20
$KO $29.50
$ABBV $31.00
$XOM $34.50
$PEP $37.90
$CVX $42.30
$VICI $51.90
$O $55.90
$ENB $56.80
$EPD $68.10
$PFE $68.90
$ET $74.60
What is your top 2?
Not investment advice. Do your own research.

#Stocks #Investing

[@Goldsmith Memos @GoldsmithMemos]

📈 YTD Growth Stars & One Laggard
Not investment advice. Do your own research.

$IREN +169.69%
$ASTS +108.96%
$PLTR +106.01%
$HIMS +76.43%
$RKLB +74.40%
$SOFI +73.32%
$LMND +37.02%
$AMD +34.40%
$OSCR +30.48%
$TSLA -11.91%

Which one surprises you most?
#GrowthStocks #Investing #Stocks

[@Goldsmith Memos @GoldsmithMemos]

💰 Small-Cap Watchlist
Not advice. Do your own research.

• $FOUR - $87
• $DLO - $13
• $ROOT - $94
• $REAX - $5.3
• $DAVE - $198
• $ZETA - $18.5
• $LMND - $51
• $OSCR - $18.5
• $PGY - $36.4
• $TMDX - $103

Which one are you watching? 👀
#SmallCaps #Stocks #Trading

[@Goldsmith Memos @GoldsmithMemos]

🔥 Sectors Leading The Charge Right Now:

Semiconductors:
$NVDA $TSM $AVGO $AMD $STX $PSTG
Networking:
$CRDO $ALAB $RMBS $ANET $CLS
Data Centers:
$IREN $NBIS $APLD
FinTech:
$HOOD $AFRM $SOFI $PGY $NU
Real Estate:
$OPEN $RKT $Z $MHO $TOL $DHI
E-Commerce:
$SE $HOP
Aerospace:
$GE $KRMN
Energy:
$BE $TLN $RYCEF
Hyperscalers:
$AMZN $GOOGL
Rare Earths:
$UAMY $MP $IDR
Cybersecurity:
$YOU $NET
Health:
$TEM $ALNY
Social:
$RDDT
Software:
$APP

Just sector watchlist ideas—not a recommendation.
Which areas are you watching?
Like/Retweet to share your thoughts!
#Stocks #Trading #Investing

[@Goldsmith Memos @GoldsmithMemos]

Rest in peace, Rolling Ray.
Your voice, energy, and unapologetic spirit touched millions and will never be forgotten.
Gone too soon, but your impact will live on forever. 🕊️

[Pop Crave @PopCrave]

Social media star Rolling Ray has passed away at 28 years old.

[@Goldsmith Memos @GoldsmithMemos]

Could a basket of data center stocks outperform the SPY?

Some key players:
$NBIS
$CRWV
$IREN
$APLD
$GLXY
$WULF
$CIFR
$WYFI
$HIVE
$HUT
DYOR. Not financial advice. Data centers are booming with AI/cloud demand, but picks may vary.
#AI #Stocks #Investing

[@Goldsmith Memos @GoldsmithMemos]

📊 Portfolio Update — Sept 2025

$SOFI – 30%
$AMD – 13%
$GOOGL – 11%
$AMZN – 11%
$HIMS – 7%
$PYPL – 7%
$UNH – 7%
$CAKE – 6%
$FUBO – 4.5%
$ABCL – 3.5%

Also holding $OSCR & $LMND in a separate account.
What’s in your portfolio this month?
(Not financial advice. Do your own research.)
#Investing #Stocks #Trading

[@Goldsmith Memos @GoldsmithMemos]

120 MPH Shohei Ohtani isn’t just hitting baseballs—he’s rewriting the laws of physics.

[MLB @MLB]

Shohei Ohtani rockets a home run out at 120 MPH 😳

[@Goldsmith Memos @GoldsmithMemos]

📈 5 Stocks on My 2026 Watchlist:

$OSCR - $32+
$LMND - $110+
$TSLA - $500+
$HIMS - $100+
$UNH - $500+

Monitoring these names as we move toward 2026 – not a recommendation.
Always perform your own research and assess risk.
#Stocks #Investing