Tal Miller

2.7K posts

Tal Miller

Tal Miller

@MillerTal

Beigetreten Haziran 2012
100 Folgt28 Follower
Christian Simpkins
Christian Simpkins@ChristianSimpk3·
@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.
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Tal Miller
Tal Miller@MillerTal·
@alojohhardcore Judging by past performance, the dumbest rock that blindly rebalances to your portfolio would be very happy.
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Tal Miller
Tal Miller@MillerTal·
@alojohhardcore That's very useful thank you, helps to calibrate and check if I didn't stray too far with the trades.
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AJ Investment Research
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" 😂
AJ Investment Research tweet media
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Tal Miller
Tal Miller@MillerTal·
@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?
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Tal Miller
Tal Miller@MillerTal·
@alojohhardcore What does AJ consider to be "high" leverage? ~20% or ~50% or ~100%?
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Tal Miller
Tal Miller@MillerTal·
@alojohhardcore The lack of robotaxi expansion news changed your earnings forecast for 2027-2028?
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Tal Miller
Tal Miller@MillerTal·
@alojohhardcore Thank you. I just noticed that in this and previous update you excluded Micron from the upside chart?
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Tal Miller
Tal Miller@MillerTal·
@alojohhardcore Im holding some MSFT, should i rotate it to the other top holdings based on this small relative rise?
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Tal Miller
Tal Miller@MillerTal·
@alojohhardcore I remember some time ago you wanted to do another show with Herbert, something derailed it?
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Tal Miller
Tal Miller@MillerTal·
@alojohhardcore @andreasvl I've finished transforming my accounts according to your rankings. In the future I would like to have for myself a system where the percentages would be calculated in a more mathematical fashion, making the rebalancing process "cold".
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