Luke Simple Dividends

📈 I’m sharing my entire journey to $100K Hit follow for: 🔍 High-quality stock deep dives 📊 Clean stock visuals 💼 100% portfolio transparency 🎯 Goal: $100,000 Dividend Growth Portfolio. 📈 Passed $25,000. ✅ See exactly what I'm holding today 👇

@KingMakerIQ Morning mate! Going to shopping something today?

@LukeSimpleDiv Good Morning! @LukeSimpleDiv

GM 🌅 Family! Today we have also some good earnings: $AAPL $ZETA $LLY $MA $RIVN I’m personally looking closely to $MA & $ZETA Do you hold any of them?

@JUST_KAWS I’m going to say hi to $MA too🤣

@LukeSimpleDiv Easily the Best Buy in the market

POV: Life for $META investors while $AMZN $GOOGL $MSFT is going brrrrrrr

🚨 $MA EARNINGS RESULTS 🟢 Double beat for it!! Otherwise it’s ⬇️ down -1.4% in Pre-Market Do you hold $MA?

@sharpe_bro10 Well done! I’ve trimmed it in the $340 to buy $META and $MA Now I’m crying 🤣

@LukeSimpleDiv Yep, just over 120% on my holdings.

$GOOG Google Claude backlog is something mind blowing 🤯 Are you a shareholder?

@BullMarketBoss Morning! Happy Thursday to you

@LukeSimpleDiv Good morning and happy Thursday

@quiet8302 GM friend! Something interesting for today?

@LukeSimpleDiv Gm Happy Thursday!

@crypt_shprd Understood 🫡 I’m just DCA into BTC and ETH monthly. But a really low % Less than 1%

@LukeSimpleDiv I dont. I focus more on crypto this year. I do have an ETF though. Will buy more stocks as well, but not now.

@InvestJourneyX Not a good news about Oil😅

Good morning legends 🤝 Markets looking a bit mixed today — oil & metals pushing higher, crypto slightly green, while indexes are kinda flat/red. I’m packed with work today so won’t be very active here, but if I make any trades, I’ll post them on X 🤓 Have a great Thursday everyone 🔥

@crypt_shprd Both $MSFT and $META

@LukeSimpleDiv Nice you buying $MSFT ?

Good morning Investors 🌅 No major macro shifts from the FOMC meeting here's what matters: 1. Fed sees PCE inflation at 3.5% by March 2026. Higher energy prices are the main driver. 2. Current policy stance remains "appropriate." No cuts on the horizon. 3. Powell loses his Chair role on May 15th. He stays on the board as Governor, but a new era of Fed leadership begins. The US-Iran war adds another layer of uncertainty. Nobody knows how this plays out, and markets are pricing that in. One thing I'm watching closely: US 10Y yields are rising. Yields are one of the best indicators for risk appetite across equities and Bitcoin. Separate post on that coming soon. Have a productive day. Stay calm. #investing #Macro #Bitcoin

@crypt_shprd GM! Are u gonna buy some $META or $MSFT today?

@LukeSimpleDiv Gm Luke. Have a good grind today.

@0xETH3R1ON Exactly that! Margins better than 2016 but the same valuation AND lower than the historical average. This is a deal

@LukeSimpleDiv a 56% operating margin AND trading below its 10yr average at the same time?? ngl the market is basically giving u a discount on one of the most untouchable business models alive. not financial advice but also… u already know

$MA is today sitting at 22.5x EV/EBITDA Mastercard ($MA) hasn't been this cheap on an EV/EBITDA basis since 2016/2017. Trading well below its 10-year average of 28.5x. (Lower is better) With a more profitable business (see operating margins) Is this a generational buying opportunity?

@DJVinSanity Tbh I don’t know hahaha I’ll see if some deal appears

@LukeSimpleDiv Dammit!! That’s stinks!! Well, $KMI is still a nice bag to have - those dividends are really sweet! Energy is a good diversification - let me know what ya do

Are you going to buy $V today after yesterdays earnings? $V is currently trading around the lowest valuation in the last 10 Years. I honestly prefer $MA over $V as has more growth potential but same valuation right now. Which one is your favourite?

@TwoMindMoney Morning 🌅

@LukeSimpleDiv Good morning!

@Oscargv46 Could you explain this?

@LukeSimpleDiv Everyone is panicking over $GOOGL antitrust risks and AI CapEx. I ran 10,000 Monte Carlo simulations to cut through the noise. ​The result? An 89% statistical probability of a 10-Year Payback. Here is the actuarial math the market is ignoring. 👇🧵

4 of the MAG7 just reported Earnings! Absurd results for them🔥 $GOOGL 81.9% EPS GROWTH $AMZN 74.8% EPS GROWTH $META 62.4% EPS GROWTH $MSFT 23.4% EPS GROWTH But if you look closely they had 1 time extra income; This is the REAL growth: (Still very good) $GOOG 27.4% $AMZN 23.7% $META 29.3% $MSFT 18%

@Vance_Roberts5 Sad was his last day

@LukeSimpleDiv What is sad? Jerome is a legend and what a way to exit. Sucks he can’t retire yet though

CLOSE THE FUCKIN DOOR

@UnotheInvestor $V was quite good

@LukeSimpleDiv You sure, most of the recent earnings were bearish lately

@ChinooTrades Me trimming $GOOG to buy $META

POV: you bought $SOFI instead of $GOOG pre earnings 💔

@MsVeilMoney Agree

IF YOU CHASE TRENDS, YOU’LL ALWAYS BE LATE TO MONEY.