Bebyfoilo.
63 posts

Bebyfoilo.
@AffordableBenef
We provide employee benefits services and management to companies and organizations big and small.
Liverpool, NY Katılım Ekim 2011
29 Takip Edilen34 Takipçiler

Can't stress this enough:
Long-term holding great companies is an awesome strategy. But for me, the sweet spot has been trading around my core positions.
Buying on weakness, trimming into strength, then adding back has significantly outperformed simply holding names like $NBIS, $CRDO, $OUST, SK Square($402430), $FCEL & more.
It's definitely not for everyone. It comes with more stress, more decisions, and more opportunities to make mistakes.
But so far, it's been worth it. I don't regret it for a second.
SixSigmaCapital@SixSigmaCapital
People diss on "Trading around a core" and glorify LT holding but without being active I would be nowhere. LT holding is for the best of the best stocks in uptrends and likes of SPX in my humble opinion
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Told you, "easy money".
All you gotta do is open your eyes and think.
The clues are not hidden.
$NBIS will be one of the top performers.
Babyfolio@babyfolio
I don't like using the term "easy money." But buying compute here feels like it. My top pick in this space is obviously $NBIS, but I think the broader ecosystem, AI clouds and colocation providers will continue to benefit. Some will do better than others, but rising tide will lift all the boats.
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When I think about $ZETA tactically, I try to put myself into the mindset of management…
“I like to always break businesses into one and five-year plans… A five-year plan without a one-year plan is too pie in the sky.”
– David Steinberg, CEO, Zeta Global
Each year they have a micro-level, more tactical plan in order to meet their macro-level targets.
This year 2026, has been the year of inflection.
> OpenAI Partnership
> Palantir Partnership
> Snowflake Partnership (expanded)
> Projected FY GAAP profitability
> Acquiring competitor tier-1 clientele
Towards the end of 2026, into 2027, execution will translate to earnings growth and profitable momentum.
$ZETA
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