Evan Holt
122 posts


في مقاطعة قويتشو بالصين 🇨🇳
عانت خنزيرة من انتفاخ حاد في البطن نتيجة تراكم الغازات تدخّل طبيب بيطري بإجراء عملية لتفريغ هذه الغازات باستخدام أنبوب تهوية مخصص
وخلال العملية تم الاعتماد على طريقة لمراقبة مستوى الغازات داخل الجسم لتحديد التوقيت المناسب لإنهاء الإجراء لكن ما حدث في اللحظات الأخيرة كان صادماً وغير متوقع
العربية
Evan Holt retweetledi
Evan Holt retweetledi
Evan Holt retweetledi

Join the TTC movement!
t.me/ttclobby
What makes us different:
- Moderated trading community
- Free giveaways
- Free signals
- Free swing trades
- Free exclusive indicator pack
- Daily market insights
And much much more!
Support us and trade with us on weex:
weex.com/en/register?vi…

English
Evan Holt retweetledi
Evan Holt retweetledi

Join the TTC movement!
Here’s what you get:
•Moderated trading community
•Free giveaways
•Free signals
•Free swing trades
•Free exclusive indicator pack
•Daily market insights
And much more!
Support us and trade with us on Weex:
weex.com/en/register?vi…

English
Evan Holt retweetledi
Evan Holt retweetledi

Minor changes to the portfolio in March 2026.
I continued to use volatility to add to $AMZN Amazon, $META Meta, $SPGI S&P Global, $MA Mastercard, BN Brookfield, and $FICO FICO.
No sells or trims. Only buys.
I remain optimistic and will continue to add on drawdowns, specifically targeting high conviction names such as $META Meta.
If you haven't already, please subscribe to my Substack for deep equity research into my holdings (as well as other compounding machines) and highly relevant thematic trends shaping today's markets.
Link here and in bio: qualityequities.substack.com
$GOOG $META $NVDA $AMZN $V $SPGI $UBER $MA $MSFT $FICO $ASML $KLAC $BN

Quality Equities@qualityequities
Minor changes to the portfolio in February 2026. I used the most recent volatility to add to $AMZN Amazon (making it my largest holding), $META Meta, $SPGI S&P Global, $MA Mastercard, $MSFT Microsoft, $UBER Uber, and $BN Brookfield. I trim my $GOOG Alphabet and $NVDA Nvidia positions slightly to fund a non-equities investment opportunity (that you won't see tracked in my portfolio). I remain optimistic and will continue to add on drawdowns, specifically targeting $META Meta, $MSFT Microsoft, $MA Mastercard (and maybe $V Visa), $SPGI S&P Global, and $BN Brookfield. Maybe $FICO FICO. Will post a portfolio analysis shortly. $GOOG $META $NVDA $AMZN $V $SPGI $UBER $MA $MSFT $FICO $ASML $KLAC $BN
English
Evan Holt retweetledi

Preview| $ASML 1Q26: Demand Remains Strong; The Only Headwind is ASML’s Capacity
Over the past three months, the industry trends we highlighted in our first ASML report in January have increasingly gained investor recognition: 1) TSMC is revising its EUV procurement volumes upward due to a shortage in advanced node capacity; 2) Chinese demand has shown strong resilience—as evidenced by recent news of CXMT’s aggressive DUV procurement; and 3) the business recovery for Intel Foundry and Samsung Foundry is also underway.
In addition to the progress mentioned in our previous reports, equipment demand continues to be driven by recent developments in the memory industry, including SK Hynix’s $8bn EUV procurement announcement, Micron’s upward revision of CapEx, and media reports of Samsung procuring 20 EUV machines (although the company later denied a finalized decision, the matter remains under internal discussion).
Detailed Report
fundaai.substack.com/p/previewasml-…

English
Evan Holt retweetledi
Evan Holt retweetledi
Evan Holt retweetledi
Evan Holt retweetledi

Monday morning checklist 📋
As you fire up the charts:
✓ Any overnight news?
✓ Pending US economic events?
✓ Correlation shifts in your watchlist?
These 90 seconds can save your day.
Get real-time alerts → mataf.net 🔔
#Forex #MoneyMonday #AlertSystem
English
Evan Holt retweetledi

📣 MARKET IMPACT
Fed's Goolsbee: So long as consumer stays robust, economic expansion will follow suit
#forex forexfactory.com/news/1393302
English
Evan Holt retweetledi
Evan Holt retweetledi
Evan Holt retweetledi

TRUMP ahora mismo 🗣️
"Quiero ver el fin de la guerra en Irán"
"Esta mañana nos han llamado y quieren un acuerdo con urgencia"
"El bloqueo del estrecho ha comenzado. Ahora Irán no genera ningún negocio"
"No será agradable si Irán no llega a un acuerdo en 2 semanas"
"Xi Jinping (China) también quiere que esto termine"
"Podríamos pasarnos por Cuba cuando terminemos en Irán"

Español
Evan Holt retweetledi
Evan Holt retweetledi

🚨 Earnings week implied moves from my scanner:
Monday: $GS — ±1.4%
Tuesday: $JPM — ±3.95% $JNJ — ±3.8% $WFC — ±4.9% $BMNR — ±8.9%
Wednesday: $ASML — ±7.65%
Thursday: $TSM — ±5.8% $NFLX — ±6.8% $PEP — ±4.3%
Watch the ripple effects: — $JPM and $GS set the tone for all bank stocks. If they miss, $BAC $C $MS get dragged before they even report.
— $TSM is the tell for the entire chip sector. $NVDA $AMD $AVGO move on this.
— $ASML guides the semiconductor equipment trade. $LRCX $KLAC $AMAT follow.
— $NFLX is the first mega-cap tech to report. Sets the mood for big tech earnings next week.
Should be a fun week.
English
Evan Holt retweetledi












