Mr Right

@investingluc Good news like inflation, tariffs & war 👍

Bull markets typically end with good news. Bear markets typically end with bad news. (...not end forever, just short-term local top/bottom) Sounds backwards I know, but if you simply observe the slew of VERY notable good news hitting the last 48 hours, it's worth watching: - us/iran peace deal - spacex ipo - hormuz reopening I'm not bearish, but I'm aware + prepared to be nimble.

@BeardoTrader Called for a correction & all time highs to make sure he can claim to be right 🤭

I gave you the $SPY top, and the $QQQ bottom. Congratulations to everyone who bought the dip! I won't stop until we're all rich.

@BeardoTrader Sell the news on space stocks was pretty obvious tbh

Imagine being this guy and thinking space stocks would be green today…

@BeardoTrader Posting multiple predictions every day & cherry picking the ones that end up being right won’t make anyone rich.

Don't worry guys, the next time $QQQ tops or bottoms, I'll let you know and we'll all get rich together.

Many semiconductor, rare earth, space, and quantum stocks are down over 20% this week. I told you EXACTLY when it was going to happen. Nobody on Fin𝕏 calls tops and bottoms more accurately than me.

@BeardoTrader Because you call a top and/or a bottom nearly every day.

@aleabitoreddit I have been following your account for a while & am surprised you never mentioned $SIVE before

$SIVE is my favorite CPO / photonics stock after AAOI. Partly because it's Swedish and you have entertainment from comedians over there. Today a new non-technical hedge fund called Protean Funds (likely shorting), went on air. To said $SIVE CPO applications are imaginary. Right after $GFS just made $SIVE their reference laser. (Just for some context to newer readers: Lot of people in Sweden can only look at past 12 month revenue, and don't understand concepts of forward growth) Also because they don't understand that no CPO application has scaled up yet at all. So Swedish hedge funds keep going short (with many of their hedge funds like Colosseum / Origo heavily underwater). But... for the technical readers... from H2 2026 to 2028, it goes from near $0 to $91B TAM in 1 1/2 years. (we're entering H2 now). Overall TAM hits $141B (which is also 10x+ or so in 1 1/2 years)... and $SIVE has scaled into pluggable market with $JBL + other unnamed pluggable players with that too. Probably not going to end well for the local Swedish firms, shorting right before the largest inflection points ever hits for $SIVE. Just a matter of time before volume ramps.

What an amazing year for traders & investors it has been. Unless you follow @Swingtrader

@ZeeContrarian1 You can hold bitcoin & also invest in other assets, so this post is really just more of your usual engagement farming nonsense.

The greatest tragedy of Bitcoin is the opportunity cost. A generation of pro-tech, pro-future investors spent the past year holding Bitcoin for dear life, following it blindly even as every thesis except scarcity collapsed before their eyes. The irony is that these were exactly the people who should have made the most money from the AI boom. They understood technology. They understood exponential change. They were looking in the right direction, but at the wrong asset. While they stayed glued to Bitcoin, companies like $MU, $SNDK, $NBIS, and other AI infrastructure winners they understood better than most delivered life-changing returns.

@ContrarianCurse It’s a bad company because the stock price hasn’t gone up recently.

$META y'all fucking love this company. It cracks me up

@BeardoTrader If you didn’t make generational wealth on any previous correction you won’t on the next one either

There's a pullback coming soon, and if you buy the right stocks at the right time, you can make generational wealth by the end of 2026.

@Sam_Badawi Congratulations to me

When $MRVL was trading at $170 in April, I shared with Amit and about 10,000 viewers why I still believed the stock was attractive despite the run-up. Now, $NVDA CEO Jensen Huang is calling Marvell a potential $1T opportunity. I also called out $ARM at $172 in the same video. Now, the stock is over $400.

@Sam_Badawi What normally happens after a pump?

Jensen is pumping stocks like $MRVL and $ARM. The U.S. government is printing money for the Federal Reserve. The President is doing everything in his power to get $META $AMZN $GOOGL and $MSFT to spend hundreds of billions of dollars. And you’re still bearish?

@lifeofsanai @Sam_Badawi @insiderwave_ 🤣

@Sam_Badawi @insiderwave_ This is intentional, the Trump administration is doing massive amounts of insider trading and making it so obvious that Congress has to do something to stop it due to massive public pressure. He is getting rich to save America from corruption.

We might have to switch things up on the insider government trading G.O.A.T. award.

@Joel_H5 @FulhamFC Thinking only 1 game in a 38 game season “counts” is really dumb. The only reason you can “see” it and I can’t is because you are dumb.

@OnTheBallGames @FulhamFC The one that counts, yes. If he didn’t get sent off, we very likely would have got Europe. Not that hard to see

Wishing Joa a happy 30th birthday! 🇩🇰🎉

@coinmamba No we start the week with fake meetings and end it with fake deals

So, no fake deal announcement from Trump today?

@ZeeContrarian1 @iamBandiii But you wrote a long essay about how $NOW was a mistake because it was a dinosaur of a company, there was no mention of momentum 🤣 Charlatans every where on X be careful who you follow people!

@iamBandiii When it comes to assets that move on momentum, I could often go in and out and in and out again. Nothing changes in the thesis that I had before. Before it had no momentum and now it has momentum. I don't report on X every single trade I do, just my theses.

High Conviction Portfolio About a year ago, my nephew gathered all his savings, and I told him we were going to invest it in the best ideas we could find. Over the past 12 months, stocks have come and gone from the portfolio, but I believe the current setup is the strongest it’s ever been. The portfolio is up roughly 143% over the last 12 months. The biggest contributors so far have been $ZIM, $STAA, and $IMDX. After adding a few recent positions, I’ve decided not to make many changes. I believe this portfolio has the potential to double again over the next 12 months. The current top three holdings, where I see the most asymmetric opportunities, are $WGS, $ORCL, and $NOW. There is no leverage and no options. The strategy is simple: make very concentrated bets and allocate at least 30% to my highest-conviction idea at the time. Most of the current positions were established over the last two to four weeks. Barring a major change in fundamentals, I don’t expect to make many changes from here. My nephew is young and doesn’t need the money anytime soon, so this is truly a long-term portfolio. I have no intention of trading these positions. These are my highest-conviction ideas based on where I see the greatest risk/reward opportunities today. Because of concentration, this portfolio can experience significant drawdowns along the way. It’s designed for someone young with a long time horizon, not for everyone.

@ZeeContrarian1 A couple of weeks ago you sold $NOW for a loss and called it a dinosaur company & now it is high conviction 🤣

@FirstSquawk Because none of the deadlines are real & there will only be a deal when Iran gets what they want.

CBS from a source: There is currently no final date or specified deadline for reaching an agreement regarding Iran

@DeItaone No shit

IRAN'S FOREIGN MINISTER TO STATE MEDIA: TALKS AND MESSAGE EXCHANGES WITH THE U.S. ARE ONGOING