@Goldsmith Memos

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@Goldsmith Memos

@Goldsmith Memos

@GoldsmithMemos

Global Financial Polyglot | 10+ Years Navigating Market Chaos CFA Charterholder | Crypto Agnostic | Macro Storyteller

Chicago Katılım Mayıs 2025
242 Takip Edilen203 Takipçiler
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
📊 Portfolio Sentiment Check (Not Recommendations! DYOR) Bullish Potential $ASML $NVO Watchlist Spotlight 🔍 $OSCR $EVO $GOOGL $FICO $DAVE $CRM Neutral View $BABA $DLO $AMZN $NBIS $SPGI $TSM $V $NVDA $SE $AMD $CSU $MELI $META $HIMS $CPNG Premium Valuation $MSFT $SPOT $COST Agree? Let's discuss! 👇 Views = my analysis only. Not financial advice. #Stocks #Investing #MarketSentiment #Trading
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
💵 Financial Sector Edition Strong setups across the financial space: $JPM $GS $MS $BX $SCHW $PYPL $COIN $CME $V $MA Money always finds its way back to the banks. 🏦 #Finance #BankStocks #Investing #Wealth
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
🛒 Consumer & Retail – Defensive Growth 📊 Funds piling into consumer staples + retail leaders: Stocks: $PG — 72.6% $KO — 70.4% $PEP — 68.9% $COST — 67.2% $WMT — 66.7% $TGT — 64.3% $NKE — 63.8% ETFs: $XLP — Consumer Staples Select Sector SPDR Fund $XLY — Consumer Discretionary Select Sector SPDR Fund $RTH — VanEck Retail ETF ✅ Strong balance sheets + steady demand. 🛍️ Perfect mix of staples & retail growth. #ConsumerStocks #Retail #Investing #ETFs #Trading
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
Young Growth Leaders (Stocks to Watch) $PGNY Pagaya $PRCH Porch Group $VSAT Viasat $LEU Centrus Energy $NBIS Newbury Street $IREN Iris Energy $BE Bloom Energy $CLS Celestica $TEM Tempus $KTOS Kratos Defense & Security Solutions $DAVE Dave $SNDK Western Digital $FUTU Futu $LIF Life360 $CRDO Credo Technology Which ones are you tracking? (Not financial advice. Do your own research.) #Stocks #Investing #Trading
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
he way he moves → rooftop ➝ parking lot ➝ woods… Almost like he knew the cameras would be watching. 🤔 This story is only getting stranger. #Breaking
Nick Sortor@nicksortor

🚨 BREAKING: The FBI and state of Utah have just released video of the Charlie Kirk kiIIer escaping from the scene following the shooting He jumped off the rooftop, moved quickly through the parking lot, and then began walking casually to blend in before entering a wooded area. He was wearing converse tennis shoes, a shirt with an eagle, and a baseball cap with a triangle.

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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
Young Growth Leaders (Stocks to Watch) $PGY Pagaya $PRCH Porch $VSAT Viasat $LEU Centrus Energy $NBIS Nebius $IREN Iris Energy $BE Bloom Energy $CLS Celestica $TEM Tempus AI $KTOS Kratos $DAVE Dave $SNDK Sandisk $FUTU Futu $LIF Life360 $CRDO Credo Which ones are you tracking? (Not financial advice. Do your own research.) #Stocks #Investing #Trading
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
📈 ALL-TIME HIGHS ALERT! These stocks hit record highs today: $GOOGL $ORCL $HOOD $AVGO $TSM $GS $NET $NBIS $RDDT $ALAB $ANET $MS + 19 more Notable sectors: Tech / Cloud Semiconductors Financials Energy & Infrastructure (Not investment advice. Past performance ≠ future results.) #Stocks #ATH #Investing
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
💰 YieldMax ETFs Declares Distributions (9.10.25) Notable monthly payouts: $PLTY – $2.4410 $MARO – $0.9376 $BABO – $0.7974 $NVDY – $0.6428 Weekly payers incl: $SLTY – $0.5520 $CHPY – $0.3838 $RDTY – $0.2572 #YieldMax #ETFs #Investing (Not investment advice. Distributions are not guarantees of future performance.)
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
My top 10 holdings across accounts are: 1. $PLTR 2. $HIMS 3. $HOOD 4. Bitcoin + $IBIT 5. $QQQM 6. $TEM 7. $SPLG 8. $NVDA 9. $VGT 10. $TSLA Honorable mentions: $ONDS $NBIS $ASTS $LMND Future is looking bright!
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
The 3 Key Drivers Powering the AI Revolution Compute → Semiconductors & Hardware → Storage & Networking → Energy & Data Centers Data → Data Engineering & Management → Content & Cloud Infrastructure Algorithms → Foundation Models & LLMs Big Tech + Innovators = AI’s next leap. #AIRevolution #Innovation #Compute
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
💰 Top Tech Titans by Market Cap A snapshot of today's giants: $NVDA — $4.07T ↗️ 2.59% $MSFT — $3.77T ↗️ 0.16% $AAPL — $3.56T ↗️ 0.01% $GOOG — $2.82T ↗️ 0.36% $AMZN — $2.50T ↗️ 0.53% $META — $1.90T ↗️ 0.82% $AVGO — $1.64T 🚀 14.02% $TSLA — $1.13T ↗️ 3.06% Which one are you watching? 👀 Not investment advice. #Stocks #Tech #Investing
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
💰 Annual Dividends From $1,000 Invested: $AAPL $4.50 $MA $5.10 $COST $5.20 $MSFT $6.60 $V $6.70 $WMT $9.60 $DPZ $14.90 $LOW $18.60 $MMM $18.90 $NKE $21.50 $MCD $22.40 $HD $22.60 $SBUX $27.20 $JNJ $29.20 $KO $29.50 $ABBV $31.00 $XOM $34.50 $PEP $37.90 $CVX $42.30 $VICI $51.90 $O $55.90 $ENB $56.80 $EPD $68.10 $PFE $68.90 $ET $74.60 What is your top 2? Not investment advice. Do your own research. #Stocks #Investing
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
📈 YTD Growth Stars & One Laggard Not investment advice. Do your own research. $IREN +169.69% $ASTS +108.96% $PLTR +106.01% $HIMS +76.43% $RKLB +74.40% $SOFI +73.32% $LMND +37.02% $AMD +34.40% $OSCR +30.48% $TSLA -11.91% Which one surprises you most? #GrowthStocks #Investing #Stocks
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
💰 Small-Cap Watchlist Not advice. Do your own research. • $FOUR - $87 • $DLO - $13 • $ROOT - $94 • $REAX - $5.3 • $DAVE - $198 • $ZETA - $18.5 • $LMND - $51 • $OSCR - $18.5 • $PGY - $36.4 • $TMDX - $103 Which one are you watching? 👀 #SmallCaps #Stocks #Trading
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
🔥 Sectors Leading The Charge Right Now: Semiconductors: $NVDA $TSM $AVGO $AMD $STX $PSTG Networking: $CRDO $ALAB $RMBS $ANET $CLS Data Centers: $IREN $NBIS $APLD FinTech: $HOOD $AFRM $SOFI $PGY $NU Real Estate: $OPEN $RKT $Z $MHO $TOL $DHI E-Commerce: $SE $HOP Aerospace: $GE $KRMN Energy: $BE $TLN $RYCEF Hyperscalers: $AMZN $GOOGL Rare Earths: $UAMY $MP $IDR Cybersecurity: $YOU $NET Health: $TEM $ALNY Social: $RDDT Software: $APP Just sector watchlist ideas—not a recommendation. Which areas are you watching? Like/Retweet to share your thoughts! #Stocks #Trading #Investing
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
Could a basket of data center stocks outperform the SPY? Some key players: $NBIS $CRWV $IREN $APLD $GLXY $WULF $CIFR $WYFI $HIVE $HUT DYOR. Not financial advice. Data centers are booming with AI/cloud demand, but picks may vary. #AI #Stocks #Investing
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
📊 Portfolio Update — Sept 2025 $SOFI – 30% $AMD – 13% $GOOGL – 11% $AMZN – 11% $HIMS – 7% $PYPL – 7% $UNH – 7% $CAKE – 6% $FUBO – 4.5% $ABCL – 3.5% Also holding $OSCR & $LMND in a separate account. What’s in your portfolio this month? (Not financial advice. Do your own research.) #Investing #Stocks #Trading
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@Goldsmith Memos
@Goldsmith Memos@GoldsmithMemos·
📈 5 Stocks on My 2026 Watchlist: $OSCR - $32+ $LMND - $110+ $TSLA - $500+ $HIMS - $100+ $UNH - $500+ Monitoring these names as we move toward 2026 – not a recommendation. Always perform your own research and assess risk. #Stocks #Investing
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