Jonathan Meyers

West Point '09. 20 yrs in cyber + infra. I built a system that scores what top investors say on podcasts. Live on @joinautopilot. Long $AAPL $TSLA $SPCX. NFA.

[Jonathan Meyers @jmymy2]

Long-time listener, first-time poster.

West Point. Army logistics. 20 years in cyber and infrastructure. The through-line never changed: hunt the anomaly, optimize the system, move before anyone else sees it.

A portfolio is just allocation under pressure. So I built a system for it.

It scores the conviction in what the smartest investors say on long-form podcasts and turns it into a portfolio you can mirror. AI does a slice. The system is the edge.

Starting with the one I never miss: @theallinpod. First portfolio is All In Alpha.

Long Form Alpha. I hold it myself. NFA.

[Jonathan Meyers @jmymy2]

$HOOD and $UBER came straight from the besties this week. $AMZN is the system's read on where the AI assistant theme lands in public markets.

Full book, live on @joinautopilot: https://t.co/Nq58F72HiI

[Jonathan Meyers @jmymy2]

100 days of All In Alpha. It started underwater and I didn't touch the system. It did what it was built to do.

18 episodes scored in the last three weeks. The book moved:

In: $HOOD $AMZN
Out: copper. $FCX $SCCO. No fresh signal since June, and conviction decays.
More weight: power and compute. $VST $VRT $CRWV
Less: cyber after a strong run. $PANW $CRWD $S

The AI buildout is still the core.

[Jonathan Meyers @jmymy2]

What moved and why, full breakdown:

https://t.co/Nq58F72HiI

The portfolio runs on @joinautopilot.

Long Form Alpha is educational analysis of public information, not personalized advice. Past performance is not indicative of future results.

[Jonathan Meyers @jmymy2]

You heard the besties talk for two hours. My model heard the signals.

It just refreshed the All In Alpha book. Four new names in: $CRM $UBER $META $FIG.

$SPCX moved to the top. Power and nuclear stepped up with $VST.

Autopilot trades the whole book for me, automatically, on the same platform every subscriber uses.

[Jonathan Meyers @jmymy2]

Correction: I said $CRWD sized up, it didn't. Conviction held so I kept it, but it got trimmed a bit to make room for the six new adds. Live weights are on Autopilot. Keeping it honest.

[Jonathan Meyers @jmymy2]

Three weeks in, the book's down a few percent. I don't trade the scoreboard. I follow the conviction, and I hold every name myself.

[Jonathan Meyers @jmymy2]

Loudest names actually on the tape stay the core: $GOOGL $NVDA $SPCX $AAPL $TSLA $MSFT $PLTR.

Rotated out where the reinforcement went quiet: $CRM $MP $CRCL.

$CRWD is the interesting one. Price hasn't been kind, but the model's conviction on it went up, not down. So it sized up.

[Jonathan Meyers @jmymy2]

Full book, and how I hold it: https://t.co/Nq58F72HiI via @joinautopilot

I'm a subscriber to this portfolio on the same platform you'd use, rebalancing right alongside everyone else. Educational analysis of public podcasts. Not advice. NFA.

[@jason @Jason]

If @taylorswift13 is this popular, she should consider buying a ticketing startup & competing against @Ticketmaster

Not kidding, she could do a yearly tour & host a “Taylor Swift Presents” music festival and absolutely take on Ticketmaster in under a decade.

[Thomas @thorin_around]

How do you keep up with security training?
Check out the newest episode of The @cybraryIT Podcast that has Michael Gruen and @jmymy2 from Cybrary speaking with the CoFounders of Haekka answering that very question!
Links in thread!

[Josh Lospinoso @jalospinoso]

Why does security cost more? Thanks to @cybraryIT for hosting another great episode with @jmymy2 and Mike Gruen. https://t.co/T1XavjIU4s #CybersecurityAwarenessMonth

[Cybrary @cybraryIT]

In a recent blog post published by @SearchSecurity Cybrary's head of IT, Jonathan Meyers, dives into the current demand for cybersecurity-skilled professionals.
https://t.co/z3Sn5bzAuN

[Signal Sciences @signalsciences]

“Having layer 7 visibility helps the developer dig deeper.” — Jonathan Meyers, @cybraryIT #DeploySecureCode

[Jonathan Meyers @jmymy2]

Verifying myself: I am jmeyers2 on https://t.co/XiVnQ1Q6KM. 643PMK_VDiOAOEodvuj1HI_10yT-X_RxrwbZ / https://t.co/UNBn0hU1F5

[Jonathan Meyers @jmymy2]

@monkeybrainsnet Any issues in SOMA? Just ran a speed test from my office and its sub 3 Mbps.

[Jonathan Meyers @jmymy2]

@WakeUpWithJCUB come to Korea. They're everywhere #tolietcontrolpanelftw

[Jonathan Meyers @jmymy2]

Is there a better song to listen to than wagon wheel while driving through NC? #wagonwheelforthewin