Jags Fan Capital

Blake Bortles is a cool name.

Not financial advice.

[Jags Fan Capital @jagsfancap]

@JerryCap TOP

[Jags Fan Capital @jagsfancap]

@PythiaR @Franny8 @shortbus_ace @SPXplunger AI will never fully close the knowledge gap because the average person (devoid of critical thinking) will always want to outsource the task to someone else

[Jags Fan Capital @jagsfancap]

Yep everyone was worried for nothing $MU

[Jags Fan Capital @jagsfancap]

So much hedging going on ahead of $MU earnings. Non-event loading ...

[Jags Fan Capital @jagsfancap]

Markets: Stop blowing your brains out on capex

Hyperscalers: No

$GOOGL $AMZN $META $MSFT $MAGS

[Jags Fan Capital @jagsfancap]

@HayesTSN Treliving underpants cam #connsmythe

[Jags Fan Capital @jagsfancap]

@HatedMoats I absolve you of your sins, sell your $NVO bags my child

[Jags Fan Capital @jagsfancap]

@DeepValueBagger Software investors rolling around in the mud looking for any knife to grab

[Jags Fan Capital @jagsfancap]

@HighyieldHarry Are we seriously going to do 2021 all over again???

[Jags Fan Capital @jagsfancap]

$NOW / $MRVL is the new $CSU / $ASML
@JerryCap

[Jags Fan Capital @jagsfancap]

Rest of the market hiding in fear while semis and software go blow for blow

[Jags Fan Capital @jagsfancap]

@fintegrate It was a reasonable play at the time but became obvious very quickly to be wrong

[Jags Fan Capital @jagsfancap]

@F1FantasyEuan @VanIceF1 Sleeping on Mr. "best overtake in Monaco GP history"

[Jags Fan Capital @jagsfancap]

@SayNoToTrading Same bucket as $CTAS $ROL etc. Love the biz but can't get past the valuation. Play it via $TDG instead.

[Jags Fan Capital @jagsfancap]

For all the hype $NVDA earnings gets, $MRVL tonight feels much more pivotal

[Jags Fan Capital @jagsfancap]

$SYK $ISRG barbell starting to look mighty attractive here

[Jags Fan Capital @jagsfancap]

@PythiaR Medtech masochists assemble!

[Jags Fan Capital @jagsfancap]

Time to dust this bad boy off again $ZS

[Jags Fan Capital @jagsfancap]

@bucketshopcap I wouldn't wish SaaS exposure on my worst enemies

[Jags Fan Capital @jagsfancap]

@JerryCap

[Jags Fan Capital @jagsfancap]

@atelicinvest Kudos, I lost this long before AI came around