Joist

1.2K posts

Joist

Joist

@coldharbor88

Katılım Şubat 2018
366 Takip Edilen70 Takipçiler
KING SOLOMON 🟦
KING SOLOMON 🟦@kingsolo4reall·
@elonmusk Great, more unemployment for drivers, mechanics, and everyone in transport. 10 million jobs gone so billionaires can own infinite ghost cars running 24/7. Thanks for accelerating the dystopia, Cybercab edition.
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Joist
Joist@coldharbor88·
@pepemoonboy Question, how do you know when it’s time to trim and /or how much to trim? I have an issue with either trimming too soon or too late, lol.
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Pepe Invests
Pepe Invests@pepemoonboy·
🚨AI Portfolio - Series Update🚨 What a wild ride this market has been... If you're new to this series, I started this portfolio on March 5th concentrated entirely on semiconductor and electronics supply chain companies. The picks were $AMKR, $PLAB, $CLS, $ASX, $FN, and $ONTO. Every single one of these names ran up between 28% and 50% since I initiated my positions. I added fresh capital to the portfolio recently which brought my true YTD gain down from roughly 45%, but the underlying performance speaks for itself. I trimmed all my original positions today and added two new names: $FLEX and $COHU. I went in with significantly more size into $FLEX because I believe it still has not had the same re-rating my other picks already experienced. Here is why: 1. $FLEX is building AI data centers alongside NVIDIA and Amazon yet trades at a P/S of 0.48x while its closest competitor $CLS trades at 3.4x for essentially the same work, and generated over $1 billion in free cash flow last year. 2. Vanguard increased their position by 196% last quarter and BlackRock added 16%. That is about as loud an institutional signal as you can get. 3. The Amazon commercial agreement is still in its early stages and has not yet reached its full revenue potential. Meaning every analyst model currently covering this stock is underestimating forward earnings before that program even gets priced in. 4. $FLEX is trading at 8.4x EV/EBITDA, essentially the same multiple it traded at three years ago when it was a slower, less profitable, less AI-exposed business with no NVIDIA partnership and no Amazon deal. The market has not re-rated it at all despite the fundamental transformation. This whole experiment has shown me the power of doing real deep research into a sector before the masses catch on. AI is only getting started. Those who recognize that the greatest technological revolution in history is happening right in front of us, and that we will likely never get another opportunity like this, are going to win big. Not financial advice, just sharing my own research and positions for entertainment purposes. Always do your own due diligence before investing. 🐸🐸🐸
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Pepe Invests@pepemoonboy

🚨 AI PORTFOLIO UPDATE 🚨 I launched this AI-focused portfolio in March, and what a ride it’s been. The goal was simple: concentrate on companies I believe are best positioned for the AI era. Today, the portfolio is built (largest to smallest) with: $AMKR, $CLS, $PLAB, $ASX, $FN, and $ONTO. I’ve been steadily adding on every major pullback over the past 30 days, and it’s now up 36%, sitting at a $22k unrealized gain. INSANE. The future is starting NOW. Those who put in the work to understand this paradigm shift in AI will be the ones who build generational wealth. The question you need to ask yourself is: “Do I want to control my future, or do I want others to control it for me?” The decision is yours.

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Joist
Joist@coldharbor88·
Good stock info
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Joist
Joist@coldharbor88·
@amitisinvesting This market is so crazy, went from extreme lows to extreme high and euphoria.. how long can this bull run continue?!
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amit
amit@amitisinvesting·
DAILY RECAP FOR THE STOCK MARKET. APRIL 21ST, 2026. Today's recap focuses on Trump's indefinite ceasefire and what it means for Iran, Kevin Warsh becoming the new Fed Chair, and the macro data that continues to support the next leg of this bull market. 00:00 - Intro 00:57 - Ceasefire impact 06:42 - Kevin Warsh Confirmation 16:10 - Macro Stats
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Bernie Sanders
Bernie Sanders@BernieSanders·
It's not just Gaza, Iran and Lebanon. In the West Bank since October 2023, Israeli soldiers and settlers have: Killed 1,071 Palestinians Demolished 6,000+ homes Built 200+ illegal outposts No more U.S. military aid to Israel.
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amit
amit@amitisinvesting·
DAILY RECAP FOR THE STOCK MARKET. APRIL 20TH, 2026. Today's recap focuses on how strong the recent rally has been, updates on Trump and Iran, Tim Cook stepping down from $AAPL, Amazon $AMZN investing $5B into Anthropic, and more. 00:00 - Intro 00:38 - Trump Iran Updates 05:51 - Apple CEO Steps Down 10:30 - Amazon and Anthropic 13:08 - Macro Data on how strong this rally has been
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Pepe Invests
Pepe Invests@pepemoonboy·
Everyone in the FinX community loves to talk about individual stocks, but they rarely show you their whole portfolio... Let’s share our portfolios so we can see all the stocks our fellow retail investors have conviction in. I’ll start, I’m holding the following: $HOOD $META $NBIS $IBIT $GLD $AAOI $AMKR $PLAB $CLS $ASX $FN $ONTO $XLU $ZETA $CRWD $HIMS $COPX $HSAI $CPRT $ISSC
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Jordan F
Jordan F@jordanfogel·
Sat next to a 27 year old on a flight from Miami to New York last month. $180k in a Robinhood account. He noticed I was looking at a trade on my phone and asked what I did. I told him I sell options for income. He said "oh I have stocks, I just hold them." I asked what his account paid him last month. He laughed. Said "nothing, that's not how it works." I told him it could. Take $100k of that $180k and set up an automated iron condor system on SPX. Sell monthly. Collect premium regardless of direction. 2% monthly = $2,000/month. $24k/year. Cash. In your account. Not locked in appreciation you can't touch until you sell. The other $80k stays in his stocks. Fine. Let it grow. But now the account has two jobs, not one. He spent the rest of the flight asking questions. Most people don't know their money can work like this. They were never taught it. But this is how the wealthy build their income.
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Leading Report
Leading Report@LeadingReport·
JUST IN: Tankers are surging through the Strait of Hormuz.
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Pepe Invests
Pepe Invests@pepemoonboy·
Markets are euphoric and everything seems to be going up. What are some gems you have your eyes on currently? I'm not talking about the stocks everyone is posting about. I want to hear about the stock retail HASN'T discovered yet. Shill me your best alpha! I'll compile all the stocks mentioned and will stack rank them for you all based on financials and fundamentals.
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Joist
Joist@coldharbor88·
@PaperGainsInc What made you buy these? I bought the same ones...
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Paper Gains
Paper Gains@PaperGainsInc·
Bought some junk stocks today 🫣 How F*d am I fam? 😅
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Fede Huidobro🇺🇸
Fede Huidobro🇺🇸@FedeHuidobro·
@etienne_breton So you’re pointing to a messaging issue rather than the data itself. Do you think the interpretation of the 11 day period was misleading
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Jim Cramer
Jim Cramer@jimcramer·
looks like 11 straight up days for some stocks may be too much
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Danny Safa
Danny Safa@realdannysafa·
@unusual_whales They said nothing wrong, America is just trying to do something that can make them look tough online to compensate for the losses they took during the war.
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unusual_whales
unusual_whales@unusual_whales·
Iran embassy has said: The Strait of Hormuz isn’t social media. If someone blocks you, you can’t just block them back.
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ACTION
ACTION@AntwanGRT·
@BernieSanders I stand corrected about you Respect to you.
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Bernie Sanders
Bernie Sanders@BernieSanders·
This week, I will be forcing a vote to block nearly $500 million in bombs and bulldozers to Israel.  Enough is enough. U.S. taxpayers must not keep funding the Netanyahu government’s mass killing and displacement of civilians in Gaza, Iran and Lebanon.
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MarketNewsFeed
MarketNewsFeed@MarketNews_Feed·
IN AN X POST, KANYE WEST STATES HE HAS POSTPONED HIS MARSEILLE, FRANCE SHOW INDEFINITELY BY HIS OWN DECISION ...
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amit
amit@amitisinvesting·
DAILY RECAP FOR THE STOCK MARKET. APRIL 14TH, 2026. Today's recap focuses on why the momentum to the upside is continuing, shorts beginning to cover, how the market is overlooking inflation data, and why earnings growth may start to get rewarded. 00:00 - Intro 01:12 - Why The Market Continues to Move Up 06:57 - Mag 7 10:10 - Inflation, Macro Data 15:50 - Earnings Growth
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𝐌𝐫. 𝐖𝐡𝐢𝐭𝐞
𝐌𝐫. 𝐖𝐡𝐢𝐭𝐞@MrWhiteGroyper·
@jack_all7 @LeadingReport The reason why your gas is $4 a gallon is because we don’t have as much oil as Trump claims we have. When the amount of oil coming in to our country is restricted and the rest of the world starts buying up our oil, what do you think will happen to the price of gas then? 🙂
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Leading Report
Leading Report@LeadingReport·
President Trump’s Strait of Hormuz blockade is costing Iran roughly $400 million every day.
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