CandlePilot

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CandlePilot

CandlePilot

@CandlePilot

19/Stocks and shares ISA/Documenting the Journey. £300 invested weekly, Join my journey as I upload everything. Will also upload news

United Kingdom Katılım Eylül 2025
729 Takip Edilen432 Takipçiler
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CandlePilot
CandlePilot@CandlePilot·
Welcome. This account is dedicated to breaking down the stock market with clear, analysis. No hype. No "1000% gains." No pump-and-dumps. Just: 📈 Technical analysis 📰 Breaking news that matters Why not follow to become a smarter investor rather than chasing the hot stocks
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B | Stocks | 🇬🇧
B | Stocks | 🇬🇧@brandon_Invests·
@CandlePilot Today is a good day to get in indeed, with measured risk as the market seems to be looking for a correction
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CandlePilot
CandlePilot@CandlePilot·
If you have not yet started investing in to the stock market for your future, now would be one of the best times in recent history to. With markets so down and prices so low, there's no reason not to start with how much ever you have spare.
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CandlePilot
CandlePilot@CandlePilot·
The lawsuit has definitely added to the panic around memory stocks. But when I zoom out, my thesis hasn't changed. AI isn't slowing down, and neither is the demand for HBM. Sometimes the best opportunities show up when everyone else is focused on the headlines.
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CandlePilot
CandlePilot@CandlePilot·
With $SMCI sat near $25, this is a generational buy. Smci is a great business even though the management might be open for discussion. Anyone own this stock?
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STOR Institute | Finance Made Simple
STOR Institute | Finance Made Simple@STOR_Institute·
@CandlePilot Classic picks and shovels trade I wrote about this theme:
STOR Institute | Finance Made Simple@STOR_Institute

The trade is simple: If there is a gold rush going on, bet on the guy who is selling the picks and shovels. The chipmakers (and anybody connected to semiconductors) are the guys making the tools necessary, to be able to develop AI models. Those semiconductor companies get to make all their money upfront, while the big hyperscalers developing AI models, spend billions, and take all the risk, in the hopes that they can make AI profits many years down the line.

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CandlePilot
CandlePilot@CandlePilot·
My $ASML investment thesis is pretty simple. Everyone wants to build the next breakthrough AI chip. The catch? They still need ASML's machines to make it. When an entire industry depends on your technology, that's a business I want to own for the long run.
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CandlePilot
CandlePilot@CandlePilot·
Welcome. This account is dedicated to breaking down the stock market with clear, analysis. No hype. No "1000% gains." No pump-and-dumps. Just: 📈 Technical analysis 📰 Breaking news that matters Why not follow to become a smarter investor rather than chasing the hot stocks
English
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0
20
869
CandlePilot
CandlePilot@CandlePilot·
Stocks are lower this morning as investors react to renewed Middle East tensions, rising oil prices, and uncertainty ahead of the latest Fed update. Nothing has fundamentally changed overnight, but investors have clearly taken a step back. Days like this should not be feared.
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CandlePilot
CandlePilot@CandlePilot·
@TrackNetWorth That's a fair point. I don't doubt IBM's patents or enterprise relationships. I'm just not convinced they'll translate into the kind of growth that justifies the current valuation.
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Alex DeWolf
Alex DeWolf@TrackNetWorth·
@CandlePilot IBM is just a legacy consultancy wrapper for enterprise sales, yet they own the patent moat that keeps the incumbents from pivoting.
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CandlePilot
CandlePilot@CandlePilot·
Unpopular opinion: I think the market is giving $IBM more credit for its AI story than it deserves. It's a solid business, but I'd rather invest where the growth is more obvious. #quantum #IBM
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CandlePilot
CandlePilot@CandlePilot·
Is this worth programming A hardware built in to phones allowing you to directly deposit cash in to your bank
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CandlePilot
CandlePilot@CandlePilot·
Why I'm bullish on $FIG: The stock has sold off hard, yet the business keeps improving. 46% YoY revenue growth, raised 2026 guidance, and AI is already driving enterprise spending. The price has fallen, but the fundamentals haven't. Am I missing something or?
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CandlePilot
CandlePilot@CandlePilot·
Tech Stocks recovered today after a sharp drop at open. Investors started to pile money in once again, gaining confidence in the AI trade. Hope everyone has a green week!
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CandlePilot
CandlePilot@CandlePilot·
Maybe I'm missing something, but I don't see how $AMAT is the better long-term investment over $ASML. To me, ASML's competitive moat is on another level. I'm genuinely interested to hear the other side, because right now I'd choose $ASML every time. Do we all agree or?
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BTR forecast
BTR forecast@Brikka_trading·
@CandlePilot Yep. Executing the plan in accordance with your rules, and the consistency pays off. 👍
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CandlePilot
CandlePilot@CandlePilot·
This is what investing is all about. Just got to stomach the bad to enjoy all time highs. How's everyone keeping up?
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CandlePilot
CandlePilot@CandlePilot·
WE STAYING OUT AT THE MOMENT OR BUYING? $MU
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the Fundamental Investor
the Fundamental Investor@theFInvestor·
@CandlePilot I wouldn’t say the market has overlooked it, the valuation is very stretched. I have it in my ‘buy when cheap’ watchlist.
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CandlePilot
CandlePilot@CandlePilot·
Everyone is watching AI chips and servers, but I think $ANET is being overlooked. AI needs the infrastructure to move massive amounts of data, and Arista is helping build that backbone. $ANET is one I’m bullish on. Anyone currently holding this stock? Definitely on my watchlist
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Keşfet

@brandon_Invests @STOR_Institute @JamesAnderson88 @TrackNetWorth @elonmusk @BarackObama @taylorswift13 @cristiano