Main Street to Portfolio | Dustin

Everyday investor 📈 Value investing, stock research & building investment theses. Sharing what I’m learning along the way.

[Main Street to Portfolio | Dustin @MainToPortfolio]

📌 WELCOME TO MAIN STREET TO PORTFOLIO

I’m a teacher and everyday investor building my portfolio while sharing the process along the way.

Here you’ll find:

📈 Stock research
🔎 Business & thesis breakdowns
🧠 Investing strategies
📚 Lessons from great investors
💬 Real discussions about the market

I’m not here to tell you what to buy.

I’m here to research, challenge ideas, question the thesis and improve together.

I’m building a community for everyday investors who want to take investing seriously.

The deeper conversation happens inside Main Street to Portfolio.

👇 Join the community:

https://t.co/1fXzioJJFe

[Main Street to Portfolio | Dustin @MainToPortfolio]

$NVDA is a classic example. A new CEO announcement in the future will have this back to previous levels IMO.

[Main Street to Portfolio | Dustin @MainToPortfolio]

@Stocktwits Held right through the noise.

[Main Street to Portfolio | Dustin @MainToPortfolio]

@mrtbrgl Yes sir

[Main Street to Portfolio | Dustin @MainToPortfolio]

@stockmom $VST

[Main Street to Portfolio | Dustin @MainToPortfolio]

🚨 NVDA INVESTORS: PROCEED WITH CAUTION

Reports from the Wall Street Journal indicate NVIDIA’s board is preparing to discuss Jensen Huang’s future, including the possibility of removing him as CEO.

That’s a significant development for one of the most influential companies in the AI industry.

When uncertainty surrounds leadership at this level, sometimes the smartest investment move is to sit on the sidelines and wait for clarity.

Protect your capital. Don’t chase uncertainty. There will always be another opportunity.

#NVDA #NVIDIA #Stocks #Investing #AIグラビア

[Main Street to Portfolio | Dustin @MainToPortfolio]

@dramaricic Let’s go.

[Main Street to Portfolio | Dustin @MainToPortfolio]

@Compound_Kid_ Sounds like Huang is out. I’ll wait for that to happen before buying any.

[Main Street to Portfolio | Dustin @MainToPortfolio]

@LazaroInvestor Now those are words of wisdom.

[Main Street to Portfolio | Dustin @MainToPortfolio]

@Mapago9 $AMZN

[Main Street to Portfolio | Dustin @MainToPortfolio]

@amitisinvesting It’s tempting. RSI is in way oversold territory.

[Main Street to Portfolio | Dustin @MainToPortfolio]

@NotA_Bull $AMZN

[Main Street to Portfolio | Dustin @MainToPortfolio]

@MsVeilMoney More $WAGN it’s an ETF but that’s what I bought. DCA every week.

[Main Street to Portfolio | Dustin @MainToPortfolio]

🚨 NVDA: Buying the dip or watching the drama?

Apparently, Wall Street has added relationship counseling to its valuation metrics. 😂

Jokes aside, has Nvidia’s competitive advantage changed overnight? Has AI demand disappeared?

Headlines aren’t fundamentals.

I’m watching NVDA closely. Are we taking advantage of the dip or letting the drama scare us out?

[Main Street to Portfolio | Dustin @MainToPortfolio]

📊 EARNINGS WATCH | NOV 9–13

A big week ahead for AI, semiconductors, space and growth stocks.

MONDAY
$TTWO – Take-Two Interactive
$RKLB – Rocket Lab
$ASTS – AST SpaceMobile
$CEG – Constellation Energy
$NRG – NRG Energy
$OXY – Occidental Petroleum

TUESDAY
$CRWV – CoreWeave
$RGTI – Rigetti Computing
$QBTS – D-Wave Quantum

WEDNESDAY
$TDG – TransDigm
$CTVA – Corteva

THURSDAY
$NBIS – Nebius
$AMAT – Applied Materials
$CSCO – Cisco
$CBRS – Cerebras
$LUNR – Intuitive Machines
$SPCE – Virgin Galactic

FRIDAY
$QUBT – Quantum Computing

👀 My biggest watchlist:
$TTWO $NBIS $CRWV $AMAT $RKLB

This week could give us some important clues about AI infrastructure spending, semiconductor demand and the next leg of the growth-stock trade.

Watch the guidance, not just the EPS beat.

Do your homework. Stay disciplined. Think long term.

#Earnings #Investing #Stocks

[Main Street to Portfolio | Dustin @MainToPortfolio]

@Compound_Kid_ I don’t think you can go wrong with buying some $WMT shares. DCA every month.

[Main Street to Portfolio | Dustin @MainToPortfolio]

@NotA_Bull $VST

[Main Street to Portfolio | Dustin @MainToPortfolio]

@growthrapidly You are spot on. I’m DCA on $IREN. It doesn’t add up but the longs will be rewarded.

[Main Street to Portfolio | Dustin @MainToPortfolio]

U.S. economy added 165,000 jobs in October, way more than expected; unemployment rate at 4.1% 🔥🔥🔥

[Main Street to Portfolio | Dustin @MainToPortfolio]

@MsVeilMoney I bought more yesterday. No brainer . Holding long!