Todd Gordon

Founder - Inside Edge Capital. 13-year CNBC contributor. Wealth management, active portfolio management, financial planning, former hedge fund trader.

[Todd Gordon @ToddFGordon]

Is This A Generational Opportunity To Stick Your Landing? 27-year breakout happening in Tech / Energy? Full video https://t.co/lZ0bOMPfis

[Todd Gordon @ToddFGordon]

@TheChartReport Thanks for the post! Further, the new
$DRAM ETF is a good way to get SoKo exposure; 50% of it is Samsung and SK Hynix. Behind that at 24% is Micron 🚀📷

Full article here https://t.co/v49InLXJzq

[Todd Gordon @ToddFGordon]

Thanks for the post! Further, the new $DRAM ETF is a good way to get SoKo exposure; 50% of it is Samsung and SK Hynix. Behind that at 24% is Micron 🚀💥📈

Full article here https://t.co/v49InLXJzq

[The Chart Report @TheChartReport]

Today's Chart of the Day was shared by @ToddFGordon

The South Korean KOSPI made new all-time highs today and is breaking out of a 37-year downtrend versus the S&P 500.

Get the full breakdown in today's report plus more great charts. ⬇️

https://t.co/gwiYZIq9LI

[Todd Gordon @ToddFGordon]

@KoyfinCharts

[Todd Gordon @ToddFGordon]

Cont.... I ran a scan on @KoyfinCharts for South Korean companies with the following attributes:

*Trading Region - South Korea
*Market cap > $5 Billion USD
*Revenue growth for next fiscal year expected to be > 20%
*Revenue growth for 2 fiscal years away expected to be > 20%
*EPS growth for next fiscal year expected to be >20%
*EPS growth for 2 fiscal years away expected to be >20%

It returned 9 names, including two memory heavy weights Samsung & SK Hynix

https://t.co/1p7tDaEaVx

[Todd Gordon @ToddFGordon]

South Korean KOSPI / S&P 500 Ratio breaking 37-year downtrend from when Reagan was in office! SoKo has a dominant position in the memory choke point of AI trade. Not a winner take all, rather a confirmation that AI trade is global

Full breakdown 👇 https://t.co/v49InLXJzq

[Todd Gordon @ToddFGordon]

Memory isn't pulling back. It's crashing higher. 🚀
The Roundhill Memory ETF $DRAM just broke out to new highs — up 14.56% in a single day. It's ~49% South Korea (Samsung + SK Hynix on top).
We bought it May 13th. Why 👇 https://t.co/v49InLXJzq @KoyfinCharts

[Todd Gordon @ToddFGordon]

@Josh_Lesure @CNBC @PowerLunch Wow - thanks Josh. Appreciate the kind words!😄👊

[Todd Gordon @ToddFGordon]

Coming up on @CNBC Market Navigator on @PowerLunch next talking about this POSSIBLE and significant 37-year trend break - and it speaks to additional international rotation.

[Todd Gordon @ToddFGordon]

@NickSchmidt Must be a Brody thing! Making sure his knee brace fits over his boot after he tore his ACL 🤦‍♂️

[Todd Gordon @ToddFGordon]

The AI trade may be changing its address from Silicon Valley to "Seoul-icon Valley." Here's what the charts are saying 👇

*The S&P 500's 16-year run over Emerging Markets (Asia) is rolling over.

*The S&P 500's 37-year out performance vs the KOSPI is possibly coming to end .

Both happening at once and for same reason: the AI trade has a another address.
My CNBC Pro column hit the homepage today 📈🇰🇷 https://t.co/sQdMTjLCFt

[Todd Gordon @ToddFGordon]

It has to be exhausting, and costly, to constantly counter trend trade?

[J.C. Parets @JC_ParetsX]

I can't believe this guy is bearish during a bull market. Haven't seen this before at all.

[Todd Gordon @ToddFGordon]

@SJisrael @sstrazza It’s in the video :-)

[Todd Gordon @ToddFGordon]

@sstrazza @SJisrael ‘sup boys!
remember we were talking about downsizing our hardware and monitor set up?

I just handed my trading set up to my son for flight simulator! ✈️

[Todd Gordon @ToddFGordon]

4/ Bringing it all together.

Investing, retirement, tax, scenario modeling — none of it works in isolation.

Fee-only. Fiduciary. Full picture.

Full video: https://t.co/5brWvXk5c2

[Todd Gordon @ToddFGordon]

My guy Kyle just posted an awesome wealth management video walking us through the 4 things every good advisor should be doing for you.

A quick thread on each 👇

[Todd Gordon @ToddFGordon]

3/ Advanced tax planning.

This is where most advisors leave real money on the table.

Beyond Roth conversions, we use a platform that surfaces 100+ strategies for HNW clients — built on IRS-verified financials, not what a client remembers to tell us.