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Keel 🌊
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Keel 🌊
@UnderKeeI
Yacht crew · Long-term investor · 27 Building to £1M from the ocean £40k deployed. Journey documented here 🇬🇧
Somewhere Katılım Ocak 2014
681 Takip Edilen243 Takipçiler
@unusual_whales Let’s see how many remain millionaires when none of them take profits
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"More than 1,000 people become millionaires in the U.S. each day," per YF
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let's just say there's a reason i had to rush all in $HLIT on friday
my instinct told me
Kevin Xu@kevinxu
NEW TRADE: ALL IN $HLIT. Currently -2% lower than my own entry btw. They make broadband software for companies like Comcast, Charter, etc. I spent 2 hours researching the ticker here on 𝕏 and think it could be a good one. THESIS: Huge pull-forward demand to future-proof for an agentic AI world. Similar to $NOK but for broadband networks. Citrini shouted it out yesterday after hours x.com/citrini/status… which caused the +15% jump Agentic AI usage patterns will look quite different than previous networking demands (mostly one-way like video). So there's a huge push to modernize quickly. Their CableOS software is the easiest way to do it. The company is legit: - 98% market share - Revenue is up 87% YoY, 43% QoQ - 52% gross margins - Guidance raised to $475M - $495M - $43M in stock repurchases - Lots of insider, hedge fund, and robinhood buying - Stock price peaked at $157.50 back in 2000 🤯 They also sold their legacy low growth video business to focus on the high-margin software. Good focus. Catalyst is... price momentum honestly. Similar to $BAND over the last few weeks. Crossing fingers its the start of a multi-day run. I hate chasing. NGL I broke this rule here. Had to listen to my gut. Also worth experimenting with my own rules. Different markets demand different rules and not chasing this year has left me missing several good plays. We'll see how good my gut still is. My doctor says its healthy. --- As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Now at $61k. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. (sorry for the delay, was dealing with a power outage and had to run to a cafe)
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@UnderKeeI I think you’re very focused on what you want which is really good.
Better than rushing and investing, then panicking and selling!
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Keel 🌊 retweetledi
@KobeissiLetter People must stop thinking they’ve missed the big gains. I promise you there’s opportunities everywhere
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There has rarely been a market with more opportunity than now.
The key to winning in this market? Tune out the noise.
As shown in our below, our strategy has returned nearly 5 TIMES the S&P 500 since 2020, at +516.3%.
And, we expect a highly eventful second half of 2026.
The Kobeissi Letter@KobeissiLetter
ANNOUNCEMENT: We are excited to present The Kobeissi Letter’s 2025 performance report. Our analysis provided a net return of +30.7% in 2025, outperforming the S&P 500's 2025 return of +16.4%. Since 2020, our investment strategy has now returned +516.3%, significantly outperforming the S&P 500’s +111.9% return over the same period. Our 2025 return builds on +8.1% in 2024, +15.5% in 2023, +92.8% in 2022, +35.3% in 2021, and +44.8% in 2020. Since 2020, our analysis has delivered a Compound Annual Growth Rate (CAGR) of +35.4%, outperforming the S&P 500’s +13.3% CAGR. Read the full annual report here: thekobeissiletter.com/performance
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American economic confidence is rapidly declining:
The Gallup Economic Confidence Index fell -7 points in May, to -45, the lowest reading since October 2022.
Over the last 3 months, this metric has fallen -25 points.
By comparison, the 2022 trough stood at -57, and the all-time low of -72 was set in October 2008.
This comes as 76% of US adults now believe economic conditions are getting worse, the highest reading since July 2022.
At the same time, just 20% say conditions are improving, the lowest since April 2023.
Not even the 2020 pandemic saw such pessimism, when the proportion of Americans saying the economy was deteriorating peaked at 71%.
Americans have rarely felt this economically vulnerable.
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@ant_trading1 No. I just only started investing my money 3 months ago so still learning before rushing in! But yes, it suddenly feels like a lot
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@PaulTo100k Feel like I’ve missed the boat. Don’t want to chase. I got RKLB and I’m happy to not get them all
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Looking back only to last week, I made an entry into $SIVE at around £4.1 and was questioning my decision.
It’s climbed 67% since then, wish every investment went this well 😅
What’s everyone’s predictions, are you looking to take profits or hold?
Paul@PaulTo100k
$SIVE ENTRY - first £100 into Semi Conductors, hoping to build on this over the next few months. Seemed a good opportunity with it being down today!
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@InvestingAddict I have invested 40% of my cash into stocks. I still hold a lot outside of that that I could pivot in. I’m just not sure I wanted to be all in. What’s your take on that mindset?
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Invest
As
Much
Money
As
You
Can
And
You
Will
Be
Financially
Free
unusual_whales@unusual_whales
JPMorgan, $JPM, has said the S&P500 can increase more than 20% next year, per BI
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@xItsTinnyx There’s other ETFs similar worth looking at too! But that’s what I’m holding to diversify
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Everyone should have a piece of the $EMIM or any ETF that strongly weights the markets outside of the US. Japan and China both rallying!
NoLimit@NoLimitGains
中国正在发生大事
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@Mariusz_Invest I’ve got eyes on them. Wondering if I’m going to wait through another 25% this month too. Or if I should just bite the bullet and risk some cash
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$OUST small position. Robotics thesis.
Q1 2026: revenue +49% YoY, margin 43%, $175M cash, zero debt. Still loss-making $17M/Q. Revenue declined sequentially (Q4 had one-time royalties).
NDAA Blue UAS defense moat is the structural thesis. Robotaxi and humanoid narratives are optionality.
Futurist | 10x Disruptive Stocks@futurist_lens
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@hezovx @JonErlichman What’s your opinion on it? I’m invested and waiting for the recovery. I feel it’s coming but we might be waiting a while
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@JonErlichman intuit down 52% is wild. they literally have a monopoly on tax software and still got crushed. tells you everything about how overvalued SaaS was in 2021
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Software stocks this year:
Intuit: -52%
Asana: -51%
HubSpot: -50%
Atlassian: -47%
Monday: -46%
Workday: -40%
Figma: -39%
Duolingo: -38%
Bill: -34%
UIPath: -33%
ServiceNow: -33%
Salesforce: -32%
Adobe: -30%
GitLab: -29%
Docusign: -28%
SAP: -27%
Freshworks: -26%
Snowflake: -22%
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@UnderKeeI You're best not looking every day anyway! Although bad advice... I still do it 😂🤣
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The modern UK dream seems to be
Work full-time
Rent forever
Finance a car
Go on 2 holidays a year
Hope your pension works out
You simply HAVE to invest in assets in order to sustain any sort of wealth
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