Rust Belt Stocks

Thematic swing trader. Not financial advice.

[Rust Belt Stocks @RustBeltStocks]

@Venu_7_ Why didn’t $MSFT ever integrate LinkedIn into their office suite? And if it is there hasn’t been mass adoption of it

[Rust Belt Stocks @RustBeltStocks]

@StockSavvyShay Not down as much as I expected tbh

[Rust Belt Stocks @RustBeltStocks]

@burner72100827 In general, I think agentic commerce will take longer for user adoption than most people on fintwit thinks. I am a believer that we are headed there, but I think mass adoption will take time

[Rust Belt Stocks @RustBeltStocks]

I'm long $AMZN

But there's one thing that isn't discussed enough.

The rise of agentic commerce is a bigger risk than opportunity...

[Rust Belt Stocks @RustBeltStocks]

📊WEEKLY MAG7 TRACKER

Weekly Performance:

$META +12.9%
➡️Muse sent Meta significantly higher. Agentic commerce will become a theme moving forward that I want exposure in. If you have anything I should look into, drop a ticker below.

$MSFT +4.53%
➡️ Microsoft is up on updates made to CoPilot. Any user of AI models will tell you that CoPilot significantly lacks ability compared to ChatGPT or Claude. However, the average employee will likely leverage CoPilot due to it being easily integrated into what they already use on a daily basis.

$AMZN -1.59%
➡️ Amazon continues to be one of the most frustrating stocks to trade due to Jeff Bezos still selling. After the Muse launch and the increased focus on agentic commerce, I expect Amazon to launch something to compete with this in the near future.

$TSLA +2.14%
➡️Maybe less discussed, but the discussion around FSD Semi's seems to be picking back up. $AUR is another name to watch.

$GOOGL -1.63%
➡️The BNP Paribas deal is interesting and a signal for their interest in Agentic Enterprise AI

$NVDA +1.26%

$AAPL +1.47%
➡️How will Apple adjust to AI implementation going forward will continue to be a discussion point and something to watch.

[Rust Belt Stocks @RustBeltStocks]

@StockMKTNewz What do you think is the main course?

[Rust Belt Stocks @RustBeltStocks]

@RKLBMan They better make a strategic pivot. Been saying they should get into athletic tech wearables

[Rust Belt Stocks @RustBeltStocks]

@Kalshi_Finance @grok when did he add $AMZN and what cost basis

[Rust Belt Stocks @RustBeltStocks]

@growthrapidly $TSLA … owned in 2016

[Rust Belt Stocks @RustBeltStocks]

@StockMKTNewz How are they determining “good leadership”

[Rust Belt Stocks @RustBeltStocks]

@damnang2 I like $NOK going forward as well… hopefully this can be another catalyst

[Rust Belt Stocks @RustBeltStocks]

@TheRayMyers I personally stay away from foreign companies that don’t have > 50% of their revenue from the 🇺🇸

[Rust Belt Stocks @RustBeltStocks]

@growthrapidly It’s a small likelihood that Nike has a crazy earnings report that causes their share price to re-rate

[Rust Belt Stocks @RustBeltStocks]

@StockMKTNewz Cyber names could be in for a wild week…

[Rust Belt Stocks @RustBeltStocks]

@Polymarket Not a coincidence this is right after China was in town

[Rust Belt Stocks @RustBeltStocks]

@kingtutcap Who are the people that actually buy these shitcoins?

[Rust Belt Stocks @RustBeltStocks]

The multiple compression in Nike $NKE is due to their brand not having the same moat that it once was.

This market is saturated and the image doesn’t include private companies like New Balance, Gymshark, Brooks, or Vuori.

The era of social media makes it too easy to market new brands.

Nikes leadership team better make a strategic pivot to restore their brand dominance.

[Rust Belt Stocks @RustBeltStocks]

@anni_sen Feels like $QCOM isn't mentioned as much as it should be. I like the PickNik acquisition. I'm long

[Rust Belt Stocks @RustBeltStocks]

@KarstResearch The best 'win' is failing early in your trading days with much smaller absolute dollars. Need to figure out what works best for you...

[Rust Belt Stocks @RustBeltStocks]

@MMatters22596 I'm long $FPS with a $31.85 cost basis. The stock isn't cheap but they are growing fast which makes valuation tricky