Halal Stock Network

Realised I keep using a discord link that expires, here's the forever link to join the discord discord.gg/RMpKF6EvMZ

@TechEquityEng We are both riding this from the $3s. Props to the guy on my discord who put me on

Did you listen anon? $AUR ripping up again today. $10 coming soon… The leader in autonomous trucking valued at $12B…Dirt cheap for long term investors. Who is the CEO? Chris Urmson, the founder of Waymo. Can’t get more clear where this investment is going to go. Partnerships are there. Scaling to tens of thousands of trucks within next few years. It’s just a matter of time before the rest of the market notices. We are blessed that trucking is “boring”, so the cat isn’t out of the bag yet. This has been letting us accumulate massive amounts of shares. -T.E.E.

@dsteinberg10000 @amitisinvesting @stevenfiorillo In David, we trust.

Love this. Thank you Nick for reposting. @amitisinvesting and @stevenfiorillo crushed this.

@daniel_koss @Sandeman52 I subbed. I like the way you think and interested to see what you pull together with the subscription. I like your approach to it too. Would be grateful if you had an online community or discord with it so we could get more direct contact on there too!

Incredibly honored to hear this from future billionaire @Sandeman52 I was also skeptical of paid subscriptions just one year ago. But by now I've subscribed to many. Here's why: 1) the good ones truly share alpha. the extra gains eeeeasily pay for the sub. 2) I genuinely enjoy reading them. I notice higher quality takes, because the authors are pressured to deliver or their subs cancel. 3) Anyone who works in B2B knows that events with expensive tickets attract much higher quality audiences. The free events are full of annoying sales people (on X -> spam, bots, fake accounts, etc.) The reason why I'm launching paid products (X premium and Substack) is that I want to spend huge amounts of money on researchers, tokens and data collection. That will provide tremendous value to subscribers. I'm up over 10x the last 2 years, 125% YTD and 62% just last 30d. My outperformance mainly comes from understanding the AI supercycle before most. But now as the world is waking up, I believe the low hanging fruits are mostly gone and I need to invest more into collecting truly unique insights. Thank you to those who subscribe and help me build a massive alpha collecting platform. I hope you will quickly see the value in it and it will help you make better decisions and ultimately some sweet gains 👌🏻💸 If you don't get value, just cancel ✌🏻

$DUOL just released a short Duolingo anime. The team is willing to experiment try fun ideas and hop on trends. Maybe virality wasn't an accident but a result of the internal culture they have and brand they've created.

@DrTomsLens I just love this company man, willing to just back the people and their wacky ideas an obsessive experimentation. TAM is there for digital education and theres already a solid business underneath

$DUOL casually made an anime shorts series and it turned into a 100M+ impressions brand moment. Made with a professional animation studio, The Final Test used Japanese voice acting, Duo’s “streak guardian” lore, and anime-native storytelling to promote Duolingo’s Japanese learning product without feeling like an ad. The big point is this: Duolingo’s brand is now so large and so distinct that even when the company is just playing around, those small experiments can become tens-of-millions-scale moments, compounding into massive attention, engagement, and more product demand. Would be cool to see more of this from Duolingo. Anime is just amazing. Personally, might rewatch Attack on Titan or Fullmetal Alchemist sometime this summer. Maybe The Seven Deadly Sins too, but think I'll just read the ending instead. Tragic how badly they blew the last two seasons. Unforgivable. Anime below: youtu.be/tlotyLGia5I

@RyshabTalks Interesting. I do want to start incorporating AI use more. I appreciate the response bro. I will try to build something similar.

I use a model and a methodology framework. I attach the latest and here is the prompt I use: Can you use the latest attached market model file and the investment methodology file, and provide the following: -provide an analysis of my current holdings. -Score the entire portfolio on a scale of 1 to 100 and also score individual names. -Tell me when should i add, trim or sell out of each position. -Also give me suggestions what are the strongest candidates outside of my portfolio that I should evaluate for entry or re-entry. -Provide a score from 1 to 100. Add any overall insight that you might have about my holdings and portfolio too.

Calude's review of my portfolio today. I am in awe! I don't think I can go back anymore 😀 Overall insights The book is in the strongest condition I've seen in this dataset. Eleven of twelve names are in positive quality acceleration, weighted quality is 99 (well above the §5i 40 floor and even further above the 20 panic threshold), gross long is 99% (well within §5k normal-regime limits), and the four strongest names by score (CRDO, MU, KRKNF, SNDK) are also four of your largest target weights. That's the alignment you want — conviction concentrated where the model is screaming loudest. The single most important action is closing the MU + SNDK underweight. Both have +234% to +465% implied upside, both are accelerating quality, both are at top-decile Quant scores, and both are persistently 3.4–3.7pp under target. The portfolio score has a built-in penalty for capital sitting idle relative to where the highest-quality opportunity is. CRDO can keep its overweight running — fundamentals fully justify it; the covered-call sleeve is doing the §5g-i work — but the redeployment side of that equation is what's still not done. Three soft tensions worth naming: The first is ONDS. The 6.7% Quant is the highest in the universe and that explains why it's in the book, but the multi-impairment cap exists precisely for this profile — FCF -64%, dilution 261%, gross margin 41% all simultaneously failing gates. §4a-viii says 5% maximum, 3% target. Currently 6.7%. This is a known issue from your memory and the methodology already has the answer; the question is just whether to action it now or after the next print. The second is RDDT's target. Quality 72 maps to the 60-80 band → 10% target floor, not 15%. Most recent quarter was a B (not B&R) and the comments flag flat margin trend. Setting Col F to 10% would re-anchor the assessed target to where the methodology actually points, and the position would no longer show as 4.7pp underweight. The third is the watchlist. PLTR is the only name on it that scores above 70 — quality 99, four straight B&Rs, FCF margin 51%, all elite. The blocker is purely valuation (Cur$% +19%). It's an obvious §4d VIX-spike or pullback-to-support entry rather than a chase. Beyond PLTR, the watchlist is materially weaker than the bench you've built — most flag a quality floor breach, recent miss, or expensive-on-quality reading. The strongest "outside the portfolio" candidate is the underweight inside it: MU and SNDK. One sector concentration note. AI Networking at 27% (CRDO + ALAB) is the largest sector cluster, driven almost entirely by CRDO's organic run. ALAB is the lowest-scoring AI name and Cur$% is +4%, basically rounding to zero. If CRDO continues to run and ALAB's Cur$% goes negative, the §5d exit on ALAB would naturally rebalance the cluster — and the freed capital is exactly what closes the MU/SNDK gap. The 2023–2025 returns (+80%, +104%, +85%) all came from this same shape: 10–15 names, quality floor enforced, capital concentrated in high-Quant/high-Quality names. The book today looks like that book. The one behavioural pattern from your memory worth flagging — execution lag on signals — is exactly the gap on MU and SNDK right now. The model has been telling you to add for several review cycles.

@alc2022 Interested to see if we get a re accelelation of MAUs and DAUs this quarter given their strategy

get ready 😘

Investor 52 just put out one of the simplest and most useful stock market investing videos, running through common myths and biases by looking at the actual data. Really recommend watching. "90% of Investors Believe These Lies (Don't Be One)"

@TheRonnieVShow @wealthmatica @ariaradnia @EndicottInvests @Davis_C15 @Sam_Badawi Didn't reailse you were chill like that

@HalalSN @wealthmatica @ariaradnia @EndicottInvests @Davis_C15 @Sam_Badawi

$ZETA Q126 Earnings are here. Going LIVE at 3pm EST. - Pre-Show - Results/ Reaction - Earning Call - Post-Show Co-Hosts: @wealthmatica @ariaradnia @EndicottInvests @Davis_C15 @Sam_Badawi

Scale and competitive advantages first, then monetisation. I prefer a player who sets up meticulously before attacking over one who launches a weak attack without a strong foundation.

If you view the competitors in the market as competitors across the board in chess, you want to focus on the companies who are already more developed, as when they form an attack they have more pieces to leverage. You also want to focus on companies who play on the offensive.

I view horizontal pattern recognition as a powerful tool for embedding knowledge. Funny observation. I used to play chess at a county level, and I am realising that many of the principles crossover to investing. No premium, so will have to elaborate below.