leotung

[leotung @leotung8]

Only 30% of Americans now think the U.S. is the best country in the world, compared to 38% back in 2017. That shift says a lot, according to Reuters.

[leotung @leotung8]

Big news: Jared Kushner just landed in Switzerland for talks with Iran 🇨🇭🔑
Let’s see what comes out of this meeting.

[leotung @leotung8]

Chat, the anime girls are throwing hands 😤💥

[leotung @leotung8]

Check out this cool site for tracking token prices 🪙

https://t.co/97TTU3A9BF

[leotung @leotung8]

Had a great chat with Frank Holland on Closing Bell today. Really enjoyed it—even if I could’ve skipped the Spurs in six prediction 😅
Thanks Frank!
@FrankCNBC @CNBC @CNBCClosingBell
#Economy #Markets

[leotung @leotung8]

Oil futures are climbing again after Trump’s latest comments on Iran. ⛽️ Back to the upside.

[leotung @leotung8]

The AI bot comments are getting out of hand 😤 So many fake, low-effort replies everywhere.

[leotung @leotung8]

$EOSE This dip was totally expected. I bought more and I'm still super bullish.

[Mind Investor @mind1nvestor]

There is still so much money to be made in this market.

$IREN Iris Energy → $105

$CRWV CoreWeave → $312

$CIFR Cipher Mining → $44

$RDDT Reddit → $430

$HOOD Robinhood → $120

$SOFI SoFi Technologies → $25

$ONDS Ondas Holdings → $19

$HIMS Hims & Hers Health → $33

$ASTS AST SpaceMobile → $170

$RDW Redwire Corporation → $70

$SNOW Snowflake → $399

$CELH Celsius Holdings → $104

The targets are public. The analysis is done.

The only variable left is you.

[leotung @leotung8]

My go-to stocks by sector when growth takes a 20-30% dip… ✍️

AI Infrastructure
• $NVDA • $AVGO • $AMD • $TSM • $MU

AI Data Centers
• $NBIS • $IREN • $CIFR • $CRWV • $VRT

Enterprise AI
• $PLTR • $NOW • $CRWD

Power & Nuclear
• $VRT • $OKLO • $BE

[leotung @leotung8]

Just went live! 🎉 https://t.co/ssXiSIjvbc

[SmartReversals📈 @SmartReversals]

My annual $SPX bullish target acted as resistance 🎯, and extreme, overheated conditions rapidly accelerated the market's retrace. Key indicators and updated setups you need to navigate the upcoming week safely.
$NVDA $NDX $IWM $BTC $AMD $DJI $VIX $AAPL and more. Link in bio.

[leotung @leotung8]

Got a Blackstone grill and honestly, it’s the best thing I’ve ever bought. 🤯🔥 No regrets at all.

[leotung @leotung8]

not today... not right now...

[leotung @leotung8]

Just a heads up to everyone following me and those DMs asking about this:

I will NEVER ask for your number or text you on other apps.

A lot of you saying I’m texting on WhatsApp... those are bots.

I never ask for anything and don’t have any other accounts.

[leotung @leotung8]

Airbnb’s Chesky is working on a new AI lab, but it's still early on funding.
Soon you might be able to rent out your place as a data center 💻🏠

[leotung @leotung8]

@LiebermanAustin 268% since 2022 is wild, but I’d be more interested in seeing the drawdowns along the way. How’s the risk management?

[Austin Lieberman @LiebermanAustin]

Portfolio Performance Update & FREE $NU Deep Dive

The portfolio closed Monday up 268% since August 2022 (when I started tracking using SavvyTrader) against the S&P 500’s 91% over the same period. The numbers as of yesterday’s close:

Total return since inception: +268%

CAGR: 41%

1-year return: +126%

YTD return: +56%

1-month return: +29%

S&P 500 over the same period since inception: +91%

That’s roughly 177 percentage points of cumulative outperformance vs. the index.

I want to be honest about something. This is the third consecutive month of 25%+ returns. These kinds of returns are not sustainable and I do not expect them to continue at this rate. Memory and AI infrastructure stocks have been the dominant drivers, and that part of the market has not seen a meaningful drawdown in months.

There will be a pullback at some point which isn’t a reason to be afraid or avoid the market completely, but now is a great time to make sure you are not taking on too much risk or have too much of your portfolio in any single stock or sector.

I can’t tell you the exact percentage, but in general, 15% in a single stock or 25% in a single sector is a good rule of thumb.

What I will say is that the underlying businesses in the portfolio continue to execute, and in several cases, accelerate. The numbers are real. The earnings power is real. The contracted revenue backlogs are real (though in a severe downturn, customers could back out).

Whether the multiples hold through normal near-term volatility is the open question.

https://t.co/bCe8owrFUp

[leotung @leotung8]

President Trump says a ceasefire just means shooting "in a more moderate manner"... what? 😕

[leotung @leotung8]

Cloudless sky displays simple pure original beauty.