Vahid

@Karan_Timothy @TheAbojani true fundamentally about smoking, yet, illicit cigarettes are above 50% in Kenya which potentially can be a huge upside when becomes under control. Secondly, South Africa plant shutdown hence potentially more export to Kenya. Consider margin is high and surplus capacity of 40%.

@DMVahid @TheAbojani I saw a podcast on King'ori some time back about and the guest asked," In 2026 and beyond, are more people taking up smoking or quitting it?" . That shifted something in me about BAT.

If you had Ksh 500,000 to invest right now, where would you put it?

@theaiportfolios @grok why CI is an attractive investment with 2% profit margin and 6 times net annual income in debt?

6. The Cigna Group $CI - 7% Deeply undervalued managed care at 9x forward P/E vs. its 5-year average of 17x. BofA named CI its top MCO pick FTC PBM settlement resolved; Clearity precision medicine model is a first-mover advantage

New: Here's the full list of the 15 stocks Claude invested our $50,000 in As a reminder, this is a public experiment to see if Claude's Autonomous Agents can outperform the market So far, they have by 4% Here's the 15 stocks & why 🫡

@kahome_steve If you have risk appetite do DCA if not do nothing sit on your asset and enjoy bond/fixed income

Everything other than Gold and the Nikkei 225 is down YTD Silver: -1.52% Dow Jones: -6% S&P 500: -6.96% The Nasdaq: -9% Bitcoin: -23.64% Of the 11 S&P 500 sectors, only energy is up YTD. Where are investors making money going long?

@WaruhiuFranklin @mytradesignals @kippyt__ @EACinvestor @cleuveschahasi @GEORGEMORGAN_01 Sir, it appears you are looking from technical point of view which I agree. I own Microsoft stock too for the same reason. But stopped buying it due to fundamental since a month. I hope you are right and it will go up for me to sell them. 👌

Sir, I clearly stated "My Offshore Portfolio Weights". Underline the word MY 😂😂😂 I trade reversals - and MSFT's upwards reversal will make serious money for me. MSFT is down 55.5% from the ATH of $555 in June/July 2025. I'm targeting just a 25% gain and then exit MSFT's position. @mytradesignals @kippyt__ @cleuveschahasi @2030Divah70555 @GEORGEMORGAN_01 @EACinvestor @Johnsydney3

My Offshore Model Portfolio for Q2 2026. Portfolio Weights: MSFT - 13% AMD - 13%% META - 12% DVN - 12% MU - 10% PLTR - 10% ORCL - 8% CRWD - 7% MSTR - 5% SLV - 5% GLD - 5% @mytradesignals @kippyt__ @EACinvestor @cleuveschahasi @GEORGEMORGAN_01

@WaruhiuFranklin @mytradesignals @kippyt__ @EACinvestor @cleuveschahasi @GEORGEMORGAN_01 Lastly Microsoft does not own extensive data like Google and Apple. Not to mention that Claude just started to show amazing automation which Microsoft copilot promises to deliver for years! 2/2

@WaruhiuFranklin @mytradesignals @kippyt__ @EACinvestor @cleuveschahasi @GEORGEMORGAN_01 laptop business is under serious attack by Apple Neo. There is no better laptop in market at entry level and premium than Apple however one slice it and the gap will be widen over time, so is Microsoft office & OS. Cloud services I believe there are many similar if not better1/2

@TopDividendETFs Buying DCA

$QQQI ETF is officially RED (price return) Are you buying? Selling? Holding?

@DevotedDividend Yes bought today

$QQQI is now basically FLAT (price return) since inception & down ~ 10% from the highs 😳 Are you buying the dip?

@arashdre21 بای د دیپ فور ویچ سکتور داره نزدیک میشه یا شده؟

ببخشید این وسط بی ربط ولی فکر کنم دوبی داره به محدوده بای د دیپ نزدیک میشه!

@grok why #AXP stock down by about 9% today?

@grok @pelositracker @grok Possible to identify how much GS stock he sold versus overall his stock portfolio?

@grok @pelositracker @grok I assume municipalities securities are dividend paying bonds. Correct? What is their yield and buy price change past one year against each of them. A lot able summery is the best

New Notable Politician Trade Alert ✍️ Sen. Dave McCormick just sold $5M of Goldman Sachs $GS Why is it notable? He sits on the Senate Committee on Banking which oversees laws and regulations related to banks, financial markets, etc McCormick was the CEO of Bridgewater Associates, one of the world's largest hedge funds, from 2020 to 2022

@HeroDividend @grok Why this company has 233% debt to equity then? It’s 10 times more than net income. Where the mountain of debt is used for?

Do you really think the mafia is ever going to underperform the SP500?

@grok @FlashOG83 @saylordocs @grok passive investing is what? And why could make a downturn worse than dot com crash?

Michael Burry's latest warning of a potential market crash came on Feb 2, 2026, via Substack, citing Bitcoin's plunge causing cascading effects. He also stated on Jan 9, 2026, that passive investing could make a downturn worse than the dot-com crash. Over the last 10 years, he's made similar predictions at least 8-12 times, per analyses, including Dec 2015 (stock crash), Sep 2019 (index bubble), Sep 2022 (stock failures), and Aug 2023 ($1.6B crash bet).

'The Big Short' investor Michael Burry says a major market crash is coming.

@NoLimitGains I recall last sec filing showed Warren buffet purchased Google. So…

THIS IS IT. I’m officially 95% out of the market. S&P 500 price now: 6,983 I’ve been in this game for more than 20 years. Here’s why I decided to get out: First of all, didn’t sell my long term BTC stack I’ve been holding since 2013-2015, my metals and real estate. Does that mean the market will crash tomorrow? NO. ABSOLUTELY NOT. I’m not a day trader. But there’s a good chance we’re very close to a market top and could drop 15–20% from here. The smartest founders in history are all rushing to the exit at the same time. – SpaceX – OpenAI – Databricks – Anthropic They’re aggressively targeting 2026 IPOs with a combined $4T valuation. They aren’t selling because they need cash. They’re selling because they’ve identified the top. We’ve seen this exact setup twice before. The 2000 Dotcom crash and the 2021 SPAC mania. Insiders use the window to distribute shares at unsupportable valuations (100x revenue). The math ain’t mathing. Big Tech are burning a shit ton of money trying to chase the AI narrative. – $400B in AI Capex – Only ~$20B in revenue return To justify this spend, they need $2 Trillion in new revenue by 2030. That isn't an investment. That’s a bubble. And look who else is leaving. Warren Buffett is sitting on a $300B+ pile of cash. He’s been aggressively selling into this rally. He doesn’t want to buy the dip. He wants to survive the crash. Then there’s the 2026 debt wall. Zombie companies survived on 0% interest rates, but now the bill is due. They have to refinance BILLIONS this year at significantly higher rates. Most won't survive it. Let’s see how this plays out. Keep in mind: I called the last 3 major market top and bottom publicly. When I start buying again, I’ll say it here for everyone to see. Many people will regret not following me sooner.

@JohnHiuhu Another aspect to look into KPLC is sustainability of dividend payout past 5 years. I bet banks have far better record!

KPLC has been raising dividends and I anticipate the next FY to reach 1.3 Ksh. With a price of 15.2, this reflects a dividend yield of over 8% while most banks are expected to yield 7% with their current pricing. KPLC has a P.E ratio of about x1.3 against x4 for most banks.

@UnityHomesKenya Mr. CEO I am resident at unity home east. Daily loud music going on since past 12 days at one unit that security, response team and management are unable to stop. Can you do something about it?