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LongGameEquity
18.4K posts

LongGameEquity
@LongGameEquity
Long-term investor focused on disruptive tech 🚀 AI • SaaS • Software | 5–10 yr horizon 👇 Investing tools + brokerage signup
Katılım Mayıs 2024
5.1K Takip Edilen5.3K Takipçiler

@StockStormX Haha yep that’s me the run can’t last forever
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@LongGameEquity 800% run in six months and the dip crowd still loud $SNDK
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$META needs to hold $660 to be out of the weeds this isn’t good!

LongGameEquity@LongGameEquity
NEVER SELL These 5 Stocks. 🧵 Forever compounders for the next 20+ years—AI, cloud, power & digital dominance. 1/5 $AMZN: E-commerce + AWS AI + booming ads. High-margin engines compounding fast. Internet infrastructure king. 📦☁️
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Have people like this not gotten the memo that $NVO's Ozempic and Wegovy exist?
I'm genuinely curious...
Mirabelle ✝️🏳️⚧️@Flutterfan888
my new dress came! i love it 😊
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@LongGameEquity Want 10% more discount on Energy. Would add all three names 💪🏽
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The easy money in SEMIS has been made.
Rotation has started. The next big run belongs to Energy, SaaS, Retail, and select Mag7.
Exact buy zones to watch:
⚡️ Energy
🔹 $VST below $160
🔹 $CEG below $250
🔹 $LEU below $170
💻 SaaS
🔹 $ZETA below $22
🔹 $NOW below $100
🛒 Retail
🔹 $CELH below $32
🔹 $ELF below $65
🌎 Mag7
🔹 $AMZN below $240
🔹 $META below $700
Which of these are you buying first on a dip?
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@Ashton_1nvests I doubt we see sub 10% growth in the next 5 years
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$AMZN revenue growth may not look “explosive” anymore, but context matters.
This is Amazon.
A business already doing hundreds of billions in annual revenue.
Even high single-digit to mid-teens revenue growth at this scale is still extremely impressive.
And the bigger story is not just revenue.
It is the mix.
AWS.
Advertising.
Subscriptions.
Third-party seller services.
Logistics.
Retail efficiency.
Prime.
Amazon has several different engines working at the same time, and some of the highest-margin parts of the business are becoming more important.
That is why I still think $AMZN is one of the best long-term holdings in the market.
Not because it is the fastest grower.
Because it is one of the rare companies that can keep growing, expand margins, and generate more cash at massive scale.
Chart visualized with Chartloom.

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I’m extremely bullish on $META becoming a serious hardware player.
Influencers like Kylie Jenner have a massive impact on trends among younger consumers. The recent popularity surge and widespread sell-outs clearly show the strong appeal — I’ve personally seen numerous young people adopting these glasses.
$META remains supply-constrained and is currently limiting sales to the U.S. market. At the same time, pricing the glasses close to luxury brands makes them a compelling no-brainer purchase.
Are you bullish on $META’s smart glasses?
youtu.be/2yYQO8exxaU?si…

YouTube
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Market is about to turn DEEP RED! 📉
Insider Wire@InsiderWire
#BREAKING: Trump has reinstated the blockade on Iran.
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@LongGameEquity I love this Gif can never find it though
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@QualCompounders @romanowdenys They look at the trailing numbers like 🐑
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@romanowdenys You have to look at forward estimates its expected to grow EPS over 70% this year and next 2028 PE is estimated to be 30x. The market is always forward looking.
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