tray

🟢 Funded Trader | Stocks • FX
🏆 2x Top 0.01% TradingView Tournament

[tray @tray_fi]

14th Place out of 72,347. 🏆

Ended the latest @tradingview "The Leap" tournament with +19.73% realized profit.

Thank you for this tournament, Merry Christmas!🎄✨

#TradingView #TheLeap #Results

[tray @tray_fi]

My take: Whatever you put in #ADBE will be doubled in 3 years

It's really simple, just look at the company. They are maintaining a healthy margins during a generational change of leadership

[tray @tray_fi]

@asianinvestors

[tray @tray_fi]

Only reason all these space stocks are up is because of the #SPCX IPO, don't get fooled into buying space stocks at the current valuations most of them aren't healthy

[tray @tray_fi]

@DG_Invests I liked the earnings

[tray @tray_fi]

@telagathoti nobody cares

[tray @tray_fi]

$ADBE at $200 would be really attractive

[tray @tray_fi]

$ADBE 10.2% year over year ARR growth... It's not much in the age of AI. But overall, these are decent earnings, which was expected

[tray @tray_fi]

@DG_Invests same :)

[tray @tray_fi]

sunk cost fallacy🧐

[tray @tray_fi]

My friend keeps waiting for his portfolio to recover before doing anything

Please don't do that

Just DCA🙏

[tray @tray_fi]

Not having $ADBE in your portfolio is a bad choice.

#ADBE

[tray @tray_fi]

$ADBE earnings in 3 days. Only metric that matters is Firefly ARR

[tray @tray_fi]

I don't like crypto, doesn't mean I ignore it.

Markets are markets. Here's $BTC

[tray @tray_fi]

@MaxFx_28 Happy birthday gangsta

[tray @tray_fi]

https://t.co/zBcpcZgFev

[tray @tray_fi]

If you’re selling $INTC because of momentum, you’re missing the bigger picture. This isn’t just a company anymore; it’s part of U.S. industrial policy.

[tray @tray_fi]

I started my $INTC position at $21 per share.

In January, I said don't sell; it's U.S. Industrial policy. (It's 250% up since)

Here's the thing now, semis are now trading at insane multiples (~69x P/E vs avg. of 32x).

The easy money has already been made. The risk/reward isn't appealing, I'm not adding here.

[tray @tray_fi]

You are dumb if you think generative AI will put $ADBE out of business

[tray @tray_fi]

@notanotherquant if you do them really heavy you really don't need a second one from my experience