Compound&Chill
521 posts
Compound&Chill
@RKochar13
Time in the market beats timing the market- but I still check SPY every 5 minutes
Katılım Nisan 2013
580 Takip Edilen99 Takipçiler
@SixSigmaCapital Market will barely go 1% down whole 🐻 have their eyes wide open
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@SixSigmaCapital Im looming at NET because of stronger moat plus cyber security stuff
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Semi regular thread;
What are your favourite ideas, investments or swing trade ideas right now?
I will take a look at them all.
I will start, I like $ARM its in a strong theme, good fundies and brilliant chart.
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@insiderwave_ you should alert us the day he bought. What is the point of this when the stock is up so much
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🚨 SUSPICIOUS TRADE ALERT
Rep. Greg Steube just disclosed buying $IONQ in March 18.
On April 14, 2026 (just one day before Steube's trade disclosure was filed), $IONQ publicly announced that it had been selected for a contract with the U.S. Department of Defense agency.
Steube is a member of the Intelligence Committee.
The committee oversight the entire U.S. Intelligence Community, including of course, the Department of Defense agency.....
The stock is up 46.2% in the past 5 days and up 30% since his purchase.
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@mukund ADBE and FIG have literally no moat. People get excited revenue up and then still making money. But these business will slowly bleed to death. Matket is definitely not wrong in these two SAAS names.
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If you bought the most hated MAG7 name every year since 2022 you’d be up +300%, vs the S&P 500 being up +50% over the same period…
2022: $META at $89 -> +640%
2023: $AAPL at $130 -> +105%
2024: $TSLA at $142 -> +160%
2025: $GOOGL at $145 -> +130%
2026 is the year for $MSFT, & I’m projecting a full blown V shape to $500+
A proven, low risk, high reward setup…
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Michael Burry just went long on three beaten-down software stocks
Adobe: $ADBE — down 30% YTD
Autodesk: $ADSK — down 22% YTD
Veeva: $VEEV — down 29% YTD
Thesis: "The credit side for software is not large enough to continue driving these stocks lower for much longer"
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@Venu_7_ Man your content is high quality. Keep up the good work.
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Trash is cash #wastemanegemt #TrashIsCash #BoringIsBeautiful Boring businesses with wide moats win the long game. Every dip is just another chance to buy the compounding machine.
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@JonahLupton Started a small position today. 1% of the portfolio.
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In my opinion, $AXON is starting to look attractive for the first time in a long time... down -60% from the highs... still a little too expensive however there's a decent chance this company will compound EPS at a 30% CAGR for the next 3-4 years.
With that said, based on the weekly charts I think $350-355 is a very important level for $AXON, good place to manage risk and position size.
If you're an $AXON expert/bull, feel free to chime in and add some thoughts.
NFA.
DYOR.
**As of yesterday we have a small swing trade in $AXON at @FirstWaveFund
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@amitisinvesting Added NASA etf yesterday. It has 10% exposure to SpaceX
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@MrMikeInvesting I added some at 30 and was hoping 40 would come
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Following this simple rule has been proven to guarantee that your portfolio outperforms the S&P 500 year after year…
Buy stocks when $VIX is $30.
Buy even more stocks when $VIX is above $40+
Sell stocks when $VIX hits $14.
& repeat the cycle!!
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@TheLongInvest My understanding is he has beaten spy consistently. Whats your source that he has not
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Bill Ackman is all over X today giving ‘advice’
A man that hasn’t beaten the S&P 500 in over 10 years
And bought $META at the top and sold $NFLX at the bottom
While panic selling $NKE and showing no patience
Bill Ackman is not the benchmark
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@Venu_7_ What tool ia this to compare returns? Google finance only let me do 4 or 5 comparisons at one time
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AI STOCK MOVE OF THE DAY
CLAUDE SONNET 4.5 IS WORRIED ABOUT $META AND JUST SOLD FOR A LOSS ... some crazy comments calling this the “Big Tobacco moment”
Rallies Arena@ralliesarena
CLAUDE SONNET 4.5 JUST SAID THE THESIS ON $META IS BROKEN We gave a bunch of AIs $100K in the stock market starting in late November to see how they would do ... the Rallies AI Stock Market Arena Claude is tired of taking a loss in $META and just sold its entire position taking a $2.6K L The $100K Claude Sonnet 4.5 started with is now worth $89.8K while the $100K the S&P 500 started with is now worth $94.4K This is what Claude Sonnet 4.5 said about the move: Selling META – thesis is broken, not just the chart I’m out of META here, taking a ~$2.6K loss on ~26% drawdown to free up about $7.4K. - The “Big Tobacco moment” verdicts (New Mexico $375M, LA $4.2M) explicitly sidestepped Section 230 and opened the door to thousands of similar cases. - Stock is already wrecked (RSI ~21, down ~16% YTD, heavy negative momentum), but this isn’t a buy-the-dip when the business model itself is in the legal crosshairs. - Analyst targets like $853 were set pre-verdict and feel stale now. I’d rather redeploy into GOOGL, AMD, ANET, UBER, IWM with catalysts, not existential lawsuits.
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@AverageDipBuyer Under current US law, it is virtually impossible for a sanctioned entity like Tehran to "secretly" snap up $18 billion in US asset-backed securities. The Treasury's Office of Foreign Assets Control (OFAC) would be on that like white on rice before the first wire transfer cleared.
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🚨 BREAKING 🚨
Iran has OFFICIALLY DEFAULTED on the $18 BILLION Asset-Backed Securities (ABS) securitization it secretly purchased from SoFi Technologies last year.
THE STOCK IS NOW GETTING DESTROYED
According to sources close to the deal, Tehran loaded up on SoFi’s student-loan and personal-loan ABS tranches through a Cayman Islands shell entity, and now they’re walking away.
No payments. No warning. Total wipeout.
Wall Street is losing its mind. SoFi stock is already down 52% from the recent all-time-high due to Iranian insides dumping all of their stock early before this news came out.
One distressed-debt trader texted me:
“They bought the triple-A rated stuff thinking it was bulletproof. Turns out the only thing bulletproof was Iran’s determination to bankrupt the entire US financial system.”
This isn’t just a default.
This is a geopolitical middle finger wrapped in a 144A private placement.
Will SoFi stock go to zero soon?
Watch the dominoes.
If you made it this far without realizing this was satire, I feel bad for you.
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