youngway93

Herbert Wertheim Jr. 🤐

[youngway93 @youngway93]

@Barchart @wontonXBT when your investment in popcat hits & u start feeling yourself 😂

[youngway93 @youngway93]

RT @HedgeMind: Stanley Druckenmiller acquired 18 new stocks in Q2.

Some new positions were significant enough to be in the top 10 of his…

[Martin Shkreli @MartinShkreli]

hedgies ranked by 13Fs - equities only (removed options)

[Dumb Money @DumbMoneyTV]

NEW Short Term Crypto Thesis 📚📈

[Luosheng Peng @LuoshengPeng]

Most watched list in the coming week:

$ASTS 5 BB1 sats all unfurling?
$ENVX Any news for a $QCOM partnership?
$ENPH earnings Tue
$PI $VRT $NOW $NEE $LRCX $TSLA earnings Wed
$WDC $CARR $FIX earnings Thu
$RBLX launch of new mission in late week

Have a great weekend!

[Jake Wujastyk @Jake__Wujastyk]

#Bitcoin $BTCUSD Ok this is weird.

The last time we had a MACD cross was literally this same exact time of year last year.

We had a massive upside continuation candle the next week..

[Dr. Stoxx @DrStoxx]

$AGI: this is the #1 listed stock in my @MarketSurge "A List" scanner which highlights the market's current (and future) leading stocks. Nearing breakout. #IBDPartner

Try MS cheap here: https://t.co/KapjX5NE5R

[Goshawk Trades @GoshawkTrades]

Hedge fund performance by strategy as of September 2024.

(Source: Aurum’s Hedge Fund database)

[Andrew O'Connell, CFA, FRM @realpristinecap]

5. As with most things in life, you have to trade in a way that plays to your strengths.

For example, I may not be the best technical analyst, the best fundamental analyst, the best news trader, etc., but I’m great at blending those disciplines into a swing and position trading style that works for me.

[Justin Spittler @JSpitTrades]

With small caps breaking out, it's prudent to be prepared for the next group of story stocks to take off.

Crypto and AI are obvious themes. But they're not exactly new. We all know the major players at this point.

I'm thinking of the next crop of "story stocks" that could go nuts on a single news headline.

Below is what I have so far. Let me know if I'm missing any names/exciting themes.

Robotics Stocks:
$TSLA (mega cap, but news can move the group)
$SYM
$RR
$AUR
$SERV
$OUST

Internet of Things:
$IOT
$PI

Quantum Computing:
$IONQ
$RGTI
$QS

Space:
$ASTS
$RKLB
$RDW
$LUNR

Medical AI
$TEM
$GRAL

Nuclear Reactors:
$OKLO
$SMR
$NNE

Superconductor:
$AMSC

Flying Taxis:
$JOBY
$ACHR

[Hedge Vision @HedgeVision]

Dan Loeb's Third Point releases its Q3 Investor Letter.

Top Q3 Winners: $PCG, $VST, $KBH, $DHR

-Sees slowing inflation, no recession.

-Believes chances of a Republication victory have increased, which is a plus for the market.

-Believes the environment is good for event-driven investing.

"In the economy, we see no evidence of recession, slowing inflation, and a real interest rate that still needs to come down. We believe healthy consumer spending and active levels of individual investing should provide a liquidity backdrop to sustain market levels."

"For most of the nearly thirty years I have run Third Point, the market has been inexorably climbing a wall of worry."

"Considering political developments over the past few weeks, we believe that the likelihood of a Republican victory in the White House has increased, which would have a positive impact on certain sectors and the market overall. We believe the proposed “America First” policy’s tariffs will increase domestic manufacturing, infrastructure spending, and prices of certain materials and commodities."

[Justin Spittler @JSpitTrades]

$LOAR nice looking recent IPO.

$7B aerospace name.

"...specializes in the design, manufacturing, and sale of niche aerospace and defense components used in aircrafts, aerospace , and defense systems."

Profitable. Strong EPS growth. 207% yoy

[Connor Bates @ConnorJBates_]

$TOST

Breaking out from two year stage 1 base

[Derek Quick @derekquick1]

Top 20 Uranium stocks are up over 33% the last 2 weeks, up 1000% since 2020 on average.
Uranium is headed to $100 again soon. Fall refueling, U.S. government Uranium & Nuclear renaissance, 500 million lbs of uranium contracting coming in the next 5 years. Haleu, Smrs. #uranium

[Justin Spittler @JSpitTrades]

Huge level for $TSLA.

I personally think it holds because...

1) We're in a bull market. And stocks do bullish things in bull markets.

2) TSLA ran up into the Robotaxi event. We had a classic "sell the news" reaction because the event was so hyped up/anticipated. It also didn't offer any near term catalysts. That said, the event made me (and me other people) even more bullish on Tesla's long-term prospect.

3) TSLA sold off one day. There wasn't any follow though to downside, and we didn't hit oversold conditions. TSLA has basically been building a little base for the past four sessions. It could just be a higher low for the weekly chart.

We'll find out soon enough...

[Justin Spittler @JSpitTrades]

$TOST weekly chart is fantastic.

Strong action today. Closed 1.8%, notching highest daily close since Jan 2022.

Looks ready to leave this giant base.

[Za @ZaStocks]

$WULF

There’s a reason Druckenmiller took a stake in this crypto miner.

Nuclear/Crypto.

Terawulf owned “100% nuclear-powered bitcoin mining facility is the first of its kind and is expected to be amongst the largest, most efficient bitcoin mines in North America.”

Beauty.

[True market Leader @TmarketL]

“More more than god”

[Justin Spittler @JSpitTrades]

Oddity $ODD is one to watch.

Small cap AI play. $2.3B market cap. Utilizing AI for the beauty industry (huge market). Entering other markets like "Ai-based molecule discovery."

Good fundamentals: 72% gross margins. 15% net margins. Already profitable. 31% yoy sales growth, 66% yoy EPS growth.

Retail friendly: Good ticker, cool website that features every buzz word imaginable (machine learning, computer vision, etc.)

New merchandise. Hasn't had a proper run yet. Daily chart still choppy. Hasn't displayed "raw power yet." But weekly shaping up nicely. And $IWM breaking out should be a powerful tailwind.

Short interest: 26%. Squeeze potential. 🍋

[Hamilton @capitalflows]

$RDDT All-Time High

Took a crack at this in July but didn't work, worth another chance here

Trading within a bullish momentum regime and into big blue skies

Plenty of opportunity here for shares and options