Pitbull Investor

@danheld @cremieuxrecueil There is no meme. It takes two seconds to punch this infographic into AI and see it’s entirely inaccurate. You’re making yourself look stupid spreading misinformation.

@KurtSteele84 @cremieuxrecueil Congrats you’re the meme!

People who own pit bulls for their adult life will usually suffer a serious bite. Almost no one who owns golden retrievers for the same amount of time will be bitten. The choice is clear.

@virtualbacon Hyperliquid has been defying Bitcoin’s trend all year. Not saying it is a buy right now but it breaks this thesis.

no alt is special enough to defy Bitcoin's trend. in a bear, the top-five have to move before any mid-cap does. picking a mid-cap now is just guessing a narrative.

@FIREDUpWealth Great post!

AI Photonics Showdown. Which stock do you own? $AAOI (Applied Optoelectronics)is a scrappy, high-potential rocket ship…a smaller-cap, vertically integrated…makes high speed optical transceivers and indium phosphide lasers that’s delivering explosive AI data center growth and capacity ramps in Texas, but with thinner margins, ongoing past losses, and heavy customer concentration that makes it the highest risk/reward play of the 3. $COHR (Coherent) is the scaled, best-of-breed platform leader….a larger, diversified photonics player with superior vertical integration across materials, chips, and modules, stronger margins, broader customer base, and overall operational resilience… plus the NVIDIA backing that positions it as the most reliable long-term compounder in AI infrastructure. This is our pick at $65 as the safest, best of breed photonics player with upside. It has the best management team as well IMO. $LITE (Lumentum) is a focused, momentum pure play optics specialist….generating strong laser and component revenue growth with rapidly improving profitability and attractive margins, offering a compelling middle ground between AAOI’s volatility and COHR’s scale for investors seeking aggressive AI exposure with better financial traction. All 3 have potential long-term upside. All 3 are very different in terms of risk spectrum. This is the simplest way I can explain it. Hope it’s helpful 👽🍻

@TheRonnieVShow Are you and Mr. Fired Up Wealth going to have a cage match? I tend to agree with you for the most part. Being concentrated in fewer names is the key to outsized returns. I can see not recommending that for beginners but if you think that’s too risky you should stick with ETF’s

The Truth Hurts, but shall set you FREE! Owning more than 20 Stocks is pointless. 1. The average person could never keep up with all twenty companies. 2. You'll spread your money so thin it won't matter if you're right. 3. Studies show that it's better to own S&P500 ETF.

@TonySeverinoCMT BTFD?

If my personal life was a chart, it would look like this during almost this exact timeframe Especially the nasty crash and trend change in 2023 Like Bitcoin bulls I’ve been thinking “this gotta be the bottom” the entire way down but it gets more relentless by the day

@itsmichaelluu Reshared and following.

Biggest generational buying opportunity for $SPY is in June. When $SPY crashes 10%-20% buy these: 1. $NOW ~$105 | Buy zone: $80–$85 Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff. 2. $BE ~$254 | Buy zone: $160–$180 $2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting. 3. $SNDK ~$1,645 | Buy zone: $1,100–$1,200 Flash memory demand exploding as AI storage cycle accelerates hard. 4. $NVDA ~$205 | Buy zone: $165–$180 Off the highs but AI capex cycle just entered year three. Pullback is the gift. 5. $QCOM ~$204 | Buy zone: $180–$190 Jensen just publicly endorsed $QCOM. ByteDance ASIC deal massively underappreciated catalyst. 6. $ORCL ~$202 | Buy zone: $160–$170 Earnings tonight. Cloud RPO backlog growing 80%+. Bears get destroyed after this print. 7. $INTC ~$106 | Buy zone: $80–$90 Google sourcing 3M chips in 2028. Turnaround trade with explosive upside from here. 8. $GOOG ~$360 | Buy zone: $300–$320 AI Search monetization + cloud + Waymo. Most undervalued hyperscaler on the board. 9. $MSFT ~$400 | Buy zone: $360–$370 Copilot enterprise rollout just hit NHS 505K employees. Azure AI is compounding daily. 10. $META ~$586 | Buy zone: $520–$530 $145B capex plan + Llama dominance = AI moat nobody's pricing in correctly right now. 11. $AAOI ~$163 | Buy zone: $100–$120 Optical interconnects are the AI bottleneck. AAOI is the pick-and-shovel inside the wall. 12. $LITE ~$807 | Buy zone: $600–$700 Northland just raised PT to $1,200. Photonics supercycle is real and Lumentum owns it. 13. $PLTR ~$132 | Buy zone: $120–$125 85% YoY revenue growth. US gov + enterprise flywheel locked in. Dip buyers always win. 14. $MRVL ~$264 | Buy zone: $180–$200 Jensen called it the next trillion-dollar company. S&P 500 inclusion = forced buying incoming. 15. $AMD ~$461 | Buy zone: $360–$380 MI300X shipments accelerating. Hyperscaler diversification away from NVDA benefits AMD most. 16. $IREN ~$53 | Buy zone: $30–$35 Nvidia took a 30M share option at $70. That's a floor signal from the most credible source. 17. $NBIS ~$214 | Buy zone: $160–$170 Hyper-growth AI cloud. $1.7B UK expansion. BofA just raised PT to $280. Too cheap here. ♻️ RESHARE this post and write 1 comment, I'll DM you my top 3 for 10x-20x we can buy later this month.

@himshouse Imitation is the sincerest form of flattery. Team up with them so they can get all their hood-lums to buy HIMS.

wtf is hood house

@FIREDUpWealth Don’t set such aggressive price targets that never get hit and leave you sidelined. Layer in at levels. Which basically translates to stop trying to hit that home run and just focus on getting on base. The gains will come.

I need your thoughts please. 🙏 I’ve been investing nearly 3 decades. On my recent video, I explained 10 things I’ve learned. What’s the number one investing lesson you’ve learned so far on your journey?

@Crowded_Mkt_Rpt I don’t know how many times people can fall for the same thing???

"In the digital age, people always know the truth"

@Sandeman52 I’ve seen too much crazy shit in these markets. Also worked very hard for portfolio/gains I have. Am also semi-retarded apparently and am not great at spotting “generational opportunities.”

If you see a generational opportunity and you don’t go heavy, what exactly is stopping you? Seriously, I’d like to hear why.

@Osemka8 share.google/FQjrV0FPayiTJc…

Shill me your fav rock/metal song, that you think gets overlooked 🎸🎶 A hidden gem As a music junkie I'm looking for something I've missed on the scene and if I haven't heard it yet, you can then pick a chart of choice for me to analyse :)

@FIREDUpWealth They are building a vertically integrated healthcare platform that disrupts the traditional healthcare system, which is horrible. And most people still think they just sell dick pills.

@KurtSteele84 Why?

Name a company people laugh at today that could be enormous in 10 years.

@CMDarnton0 Exactly. Great take.

The market narrative right now is that $HIMS is being run by reckless cowboys, knowingly and carelessly operating outside the law. I do not find that interpretation convincing. While there is clearly regulatory ambiguity here, it strains logic to believe that management has not rigorously evaluated this strategy, its legal boundaries, the potential repercussions, and the sequence of next steps. The prevailing fear seems to rest on the assumption that management is not thinking several moves ahead. I believe the opposite is far more likely. This is a growth-stage company, but it is led by a distinctly blue-chip team. Its board, advisors, and senior personnel include individuals who have previously helped write FDA exemptions, including the very exemptions Hims & Hers is now accused of violating. That context matters. It suggests intention, preparation, and strategic foresight rather than recklessness. Volatility is almost guaranteed, but the absence of clear communication today does not imply the absence of a strategy. My expectation is that Andrew Dudum will provide greater clarity on this during the earnings call. From an investment standpoint, I am comfortable with the risk. My average price is $11.40 per share, and while I would not be surprised to see the stock revisit that level amid widespread fear and capitulation, I am prepared to add. At its core, the market is making three claims. 1. First, that Hims & Hers is deliberately or negligently breaking the law. 2. Second, that management has no coherent strategy, despite being staffed by people who understand FDA regulatory frameworks at the deepest level. 3. Third, that any FDA action or lawsuit would be existential and lead to catastrophic failure or bankruptcy. = I find all three claims overstated, and likely rooted more in fear than in a sober assessment of the facts.

@himshouse This account in so damn invaluable during events like this. Thank you guys for all the work you do.

🚨 BREAKING: FDA COMMISH MARTY MAKARY SAYS FDA WILL TAKE SWIFT ACTION AGAINST COMPANIES MASS-MARKETING ILLEGAL COPYCAT DRUGS AND CLAIMING THEY ARE SIMILAR TO FDA APPROVED PRODUCTS $HIMS $NVO $LLY

@fedupmom12 @DrMakaryFDA @grok He’s talking about HIMS.

@DrMakaryFDA @grok what types of companies is Dr. Makary referring to?

FDA will take swift action against companies mass-marketing illegal copycat drugs, claiming they are similar to FDA-approved products. The FDA cannot verify the quality, safety, or effectiveness of non-approved drugs.

@benjamincowen No need to defend yourself against every hater online. Your calls have spoken for themself. They’re just upset because you were right and now they’re broke.

A lot of people keep quote tweeting this saying that I said to pivot to metals. No where did I say that. I have warned that we were heading for a blow-off top for metals. Additionally, since I said to pivot out of alts they have *only* dropped since then. Then, on Jan. 28th, I warned we were near a local top for metals, and that these altcoin guys were express outrage at me once metals had the drop, and sure enough, they did. Predicting these guys emotions is infinitely easier than the markets.

@GarethSoloway Gareth, you get a lot of shit online and I don’t understand why. Your timing may not be perfect but your guidance and warnings have helped to save me a lot of money in moments like this. Appreciate you man. Keep doing what you do.

Gold new all-time highs, S&P all-time high....Bitcoin near 52 week low. Is it a risk asset? Is it digital gold? Is it tulip mania? Is it all about money flow and Bitcoin is the odd man out?