Tal Miller

@alojohhardcore @rocketrader01 But just to roughly calibrate, when you said "meaningful", you meant 1% or 10%?

@alojohhardcore @rocketrader01 Posting your portfolio is not dumb if one initializes to it (newcomer) and then mirrors your trades (AJ emulator). Then, checking the weights roughly match over time is an indicator that the trading was done correctly.

@alojohhardcore What is "meaningful" in % of portfolio (post margin)?

@InvKmr @alojohhardcore @JonesKing777 I don't think it's a good idea to connect an AI agent to your trading account and social media

@alojohhardcore @JonesKing777 Have you considered using an AI agent to post them weekly? So you don’t have to do it yourself :-)

@ChristianSimpk3 @alojohhardcore One of the things I like about AJ is his views on chart astrology.

@alojohhardcore Since finding AJ, my old pre-AJ stock knowledge hasn’t really helped me much. That said, MU and LITE are trading way above their upper Bollinger Bands on the 3-month chart, so I’m hoping for some pullbacks.

@alojohhardcore Judging by past performance, the dumbest rock that blindly rebalances to your portfolio would be very happy.

@alojohhardcore That's very useful thank you, helps to calibrate and check if I didn't stray too far with the trades.

@alojohhardcore 😂 x.com/i/status/20618…

@alojoh x.com/i/status/20615… Interesting

This one is fun. This investor made in his first 24 hrs of joining our HC investor channel already the "fee many times over. Lol" 😂

@alojohhardcore @AgusUrzua There is a way to see the PEG directly or you meant calculate ourselves from the earnings plot?

@alojohhardcore @WisdomT1161732 There's a lot of key-man risk but AJ trades at a suppressed multiple.

@alojohhardcore Switched MSFT->META

@alojohhardcore AJ to self after delivering godlike returns:

@alojohhardcore Currently the AJ main holdings are MU/META/XPEV/LITE, and in pre-market MU/XPEV are +4-5%, META flat, LITE -3-4%. Should any shift towards LITE be made?

@alojohhardcore These guys are relentless

@alojohhardcore What does AJ consider to be "high" leverage? ~20% or ~50% or ~100%?

@alojohhardcore @NikolaSuboti1 Out of the remaining 25%, holding any MSFT?

@alojohhardcore The lack of robotaxi expansion news changed your earnings forecast for 2027-2028?

@alojohhardcore Thank you. I just noticed that in this and previous update you excluded Micron from the upside chart?

@alojohhardcore Im holding some MSFT, should i rotate it to the other top holdings based on this small relative rise?