Portfolio Parrot 💸 → Investing Made Simple

$MRVL just exploded nearly 10% after $NVDA revealed a $2 billion investment in Marvell and a deeper AI partnership. The market is finally waking up to something big: The next phase of AI may not be won by GPUs alone. 🧵

While Trump is playing with our wallets, I'm thinking more long-term...

Since 1950: If you bought after the market finished a month down 10%+, average total returns were: • +15% after 1 year • +42% after 3 years • +72% after 5 years After a 20%+ drop: • +17% after 1 year • +45% after 3 years • +74% after 5 years After a 30%+ drop: • +21% after 1 year • +48% after 3 years • +88% after 5 years The worse the headlines got, the better long-term returns tended to be. Panic sells the bottom. Patience buys the future.

@Arman_Officialx You know it brother

@PortfolioParrot Not panick selling is important

1 in every ~2 years: the market drops 10%. 1 in every ~5 years: it drops 20%+. Yet every correction feels like the end of the world. Volatility is normal. Panic is optional. The investors who build the most wealth are usually the ones who stay in the game.

Custom chips, networking and photonics are becoming just as important as compute. $MRVL was already one of the names I highlighted in “Beyond NVIDIA: 4 Custom AI Chip Designers Gaining Global Market Share.” blog.portfolioparrot.com/p/beyond-nvidi…

$MRVL just exploded nearly 10% after $NVDA revealed a $2 billion investment in Marvell and a deeper AI partnership. The market is finally waking up to something big: The next phase of AI may not be won by GPUs alone. 🧵

@CreeCoder It's done on purpose to miminise payouts.

Downgrading to Premium was the best decision I’ve made.

@loveleesfinance Congrats buddy

Finally reached 3,100 Followers 🥳 Progress has been slow but I’d rather focus on quality over quantity. Thank you 𝕏 fam ❤️

Most investors are still focused on the old winners. Here’s where the smart money is moving now: blog.portfolioparrot.com/p/top-us-stock…

10 stocks to watch this week: • $XOM • $CVX • $CAT • $DE • $WMT • $COST • $MSFT • $NVDA • $NKE • $PRGS Wall Street is quietly rotating away from expensive tech and into energy, industrials, staples, and companies with real cash flow. 🧵

For much of 2025, investors could buy nearly any AI-related stock and feel smart. In 2026, they’ll need to be more selective. That’s a very different kind of market. The winners are no longer just the companies with the biggest AI story. They are increasingly the businesses selling oil, power, equipment, infrastructure, and essentials. In tomorrow’s newsletter, I break down the key stocks, sectors, and institutional rotations shaping the week ahead. LINK IN BIO

@valerijatrades1 Congrats

Wow, just saw that I reached 5000 followers. Never thought I would get there this fast when I started being active on this platform. Thank you all for following my journey to financial freedom, every single one of you mater 😊

$META is among the most oversold after another week of losses on Wall Street. It's a bearish tilt, but has potential value if fundamentals hold.

@JamesP728 Happy Birthday

Well, Happy Birthday to me 🥳 Have to update my bio now 🙄 Goodbye 30, Hello 31

Five Stocks To Watch In Weak Volatile Market $MRVL AI chips $CAT generators + data centers $EQIX data centers $DRS defense $ENSG healthcare Bear markets don’t kill every stock. They reveal the strongest ones. Which stands out?

@TheFinPitch Have a good one

@PortfolioParrot Happy Friday

Happy Friday! $GOOGL drops TurboQuant → ~6x less memory needed $MU sells off instantly The AI trade just shifted… From “more chips” To “smarter efficiency” Most people won’t notice this yet 👀

@amktparticipant Congrats

6,700 market participants strong 💪 Thanks for following along 🤝 Passive income wins 🫡

@TradeChronicle Congrats

1K!!! 🎉🎉 When I started this account I never imagined I’d reach this number and especially not within a few months I’ve said it before and I’ll say it again, this community is incredible and it’s been so awesome connecting with every one of you None of my close friends are into investing so it’s been great to find like-minded individuals who have taught me so much Love seeing everyone’s perspectives and insights, whether you’re a bitcoiner, VOO and chill, stock picker, or options trader It’s really cool how everyone can come together and lift each other up on here. Iron sharpens iron and we’re making each other stronger Appreciate you all more than you know, let’s keep growing and getting better every day 💚

@SparkingFIRENC It’s cyclical. Once memory issues are sorted it’s done.

@PortfolioParrot So many people are buying $MU because of the P/e without knowing anything else about it

@CaffeineCraig Happy Friday Craig

@PortfolioParrot Happy Friday Parrot 😀