Rapids Capital

*Tweets are not investment advice*

[Rapids Capital @RapidsCapital]

Portfolio update - 8/16

8% - $ASML
6% - $MSFT $AMZN
5% - $LLY $PWR $ACN $PLTR
4% - $BRK.B $NVDA $TMO $PANW $GOOG
3% - $CRWD $SNPS $TSLA $ISRG $LMT
2% - $RACE $MDB $SNOW $CDNS $COST $MELI $NEE $CACI
Small - $LVMH $DE $TTD $AXON $DDOG $ROK $CFLT $HESAY $OPEN $BX $ENPH

[Rapids Capital @RapidsCapital]

@sactownassasin @Wealth_Mgmt_Guy PBAIX all day

[Rapids Capital @RapidsCapital]

@ConsensusGurus Muse helping ppl earn something on their cash reducing spread biz from banks or $LPLA

[Rapids Capital @RapidsCapital]

@valuedontlie $BA

[Rapids Capital @RapidsCapital]

@RagweedCapital Not seeing any news. U?

[Rapids Capital @RapidsCapital]

@markcecchini E-money? Or what software?

[Rapids Capital @RapidsCapital]

@alexandr_wang Voice mode + connect to other muse accounts

[Rapids Capital @RapidsCapital]

@RagweedCapital Yeah - thoughts? Says forbearance negotiations ongoing and planning to end in August. SSS growth -6%

[Rapids Capital @RapidsCapital]

@AdvisorJobs I think it’s more of the LPL model or spread business. With short rates so high LPL and others are making so much on deposits.

[Rapids Capital @RapidsCapital]

@RagweedCapital Any news? Haven’t seen anything?

[Rapids Capital @RapidsCapital]

@TKopelman Why does you adv say you manage $65M for 400 houses? Doesn’t seem to add up to what you’re saying on here……

[Rapids Capital @RapidsCapital]

@dalibali2 Companies leveraging AI:
$JPM, $CB, $AXON, $CVS

[Rapids Capital @RapidsCapital]

@drowsyinvestor Did you see Morningstar imitated $axon with wide moat coverage? PT: $440. Morningstar is notoriously conservative too. I’m accumulating - top 5 position now. Appreciate all your updates 💪🏻

[Rapids Capital @RapidsCapital]

@MrBeast 70,251

[Rapids Capital @RapidsCapital]

@blondesnmoney $PFG? Thoughts?

[Rapids Capital @RapidsCapital]

@AstutexAi But supply should be constrained and therefore make it even more desirable if Hermes does not get greedy. $Race rhe same. $hesay

[Rapids Capital @RapidsCapital]

@OnodaCapital Fellow vital knowledge reader 🫡

[Rapids Capital @RapidsCapital]

@amitisinvesting Markets are forward looking. They said this is the bottom of the cycle. You want to buy at 40x vs. 8x.