Andrew Lewis

@FragoutDesign I really enjoyed our chat. Hope we can stay in touch.

@AndrewLewixx @HarborFreight

JUST IN: 🇺🇸 President Trump says the stock market is "gonna go through the roof."

@FragoutDesign Haha fair enough. Keep those hamsters fed and under wraps. Definitely keeping an eye on the exit door while everyone else is buying the hype.

@AndrewLewixx you should hit up harbor freight and see about them hamsters man. dont tell everyone....

@PiyuCodes That’s the key question. What makes you think this time is different from all the other cycles?

@WatcherGuru But why ?

@RnRtips That’s the real debate. What do you think would actually cause it to disappear, macro, rates, or just valuation catching up?

@WatcherGuru Watch how your money is going to disappear. Lol

@TheClipfather If everything goes to the roof, someone’s gonna have to fix that roof later. You ready for what comes after the hype?

@WatcherGuru Send everything to the roof

@BUMBLEBTuna3 Feels like a calendar keeps getting updated but the story stays the same. At what point do you stop resetting expectations?

@WatcherGuru Great. Didn’t he say this early this year? It’s now July. Then August. Then September. Then a year is gone and 11 years since his first term. What has changed in your reality?

@FragoutDesign That’s the question, what does it actually mean once the hype fades? You positioning for follow through or just riding the noise for now?

@WatcherGuru My wheelbarrow is ready for what this really means

@SwanginDine If everything he owns is always about to go up, that’s either genius timing or very selective vision. Which one do you think it is?

@WatcherGuru He's talking about the stocks he owns specifically and nothing else.

@OlegusX If it ends every time someone says it, it should’ve ended like 10 times already. You still trusting that narrative?

@WatcherGuru he also said Iran war will be over how many times?

@Benjaminnxvl Markets love a good headline day. The real question is what happens when the headline fades, right?

@WatcherGuru He said it would go up everything is up today.

@TheClipfather Feels like everyone hears the same headline but nobody agrees on timing. You jumping in all at once or scaling in?

@WatcherGuru Now this is the right time to invest

@thisisomgart So you think that means market just keeps going up from here or is that already priced in?

@WatcherGuru tersi olmasın :)

Start the day with a little buzz.#whisky

#Bourbon Just me and the Double Oak. Cheers to the weekend!

@Lori107416667 Really enjoyed our conversation. Looking forward to more chats in the future.

@AndrewLewixx There's a sweet crude refinery being built in Duncan. Phillips66 in Ponca is operating at an extended capacity. Valero refineries in OK stopped blowing up, so that's a plus. I come from a long line of roughnecks & petro engineers. I just pay attention.

BREAKING: Total US production of crude oil and petroleum products rose by +254,000 barrels per day in April, to a record 21.84 million barrels per day. YoY, total production surged +1.01 million barrels per day, or +4.9%. Crude oil production alone increased by +216,000 barrels per day in April, to a record 13.93 million barrels per day. Since the 2008 Financial Crisis, total US petroleum output has QUADRUPLED. Over the same period, crude oil production has soared +250%. US oil production is booming.

@Trooper1008 You hit the nail on the head. If the market gets flooded with budget friendly AI, the whole hardware demand narrative might shift. Definitely a scary thought. Let's see if this plays out or just blows over. Stay tuned, hope we can figure this out together. Follow for more updates

@AndrewLewixx no one has the crystal ball here, it concerns me as TEMU priced LLMs flooding the market.

Chip and memory stocks are taking a beating this week 🩸 🔴 Sandisk $SNDK -16% 🔴 Micron $MU -14% 🔴 Western Digital $WDC -11% 🔴 Seagate $STX -11% 🔴 Applied Materials $AMAT -7% 🔴 Arm Holdings $ARM -7% 🔴 Intel $INTC -6% 🔴 Broadcom $AVGO -4% 🔴 ASML $ASML -2.5% 🔴 Advanced Micro Devices $AMD -2% 🔴 Taiwan Semi $TSM -1% 🔴 Nvidia $NVDA -0.4%

Get caught up on all the action from Cape Verde's stunning 0-0 draw with Spain 🤯

@_realhardik Do you think it changes how investors price it, or is it still all about earnings and demand?

@WatcherGuru Wall Street wasn't ready for Micron becoming a political headline.

JUST IN: 🇺🇸 President Trump says Micron $MU is putting $250,000,000 into Trump Accounts for children.

@JayCyberSecuri1 Feels like every earnings season turns into a new storyline. Do you think MU is still about chips or just headlines now?

@WatcherGuru $MU really went from memory chips to memory funds for kids. Silicon Valley keeps getting weirder every quarter 😂🤦‍♀️

@Trooper1008 True, they were carrying the whole market for months. You think this is just a normal cooldown or start of something bigger?

@TrendSpider They were the heroes last few months.