Tal Miller

@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?

@alojohhardcore sure lol

@alojohhardcore I remember some time ago you wanted to do another show with Herbert, something derailed it?

@alojohhardcore What is "high" leverage for AJ? 20% or 50%?

@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".

@alojohhardcore Do you find it worthwhile yourself to take very small ~1% positions in anything? Relative to the core positions is it a needle mover?

@alojohhardcore I finally decided to join HC now, exactly because I wanted to know what you are doing during the upcoming June madness.

@stockmarket2027 @alojohhardcore and "much older" 3) x.com/alojohhardcore…

@stockmarket2027 @alojohhardcore 2) x.com/alojohhardcore…