Dylan

@NotA_Bull Writing a report on $SOFI now and I believe there’s potential for serious upside.

I’m keeping cash on the sidelines, hoping to accumulate more $AMZN, $V, and $SOFI over time. What’s your plan?

@Leo_Traydes Taking profits on buying the mini $AAPL dip

I asked this on Friday already but I want to ask again. Who’s taking profits?

@DudeWhoInvests Unemployed? Nah I just chose a masters degree man

“The average unemployed American has been job-hunting for six months.”

@joecarlsonshow Widest moat out of any company listed right now

Amazon is going to $300

Does Amazon have the strongest moat of products and services in the market today? It feels like every day there’s a new headline about them expanding into another industry—space, satellites, autonomous ride-sharing, GLP-1s, e-commerce, and AI infrastructure.

@NotA_Bull Simple money & The Cold Start Problem are 2 of my favs

My library, what am I missing?

My take on $MS for a presentation last Friday. Stock was up near 5% today to $191.

@StockMarketNerd Nike should come out and say the same thing🤷‍♂️

$BIRD engineers figuring out how to install GPUs

@antibearthesis What’s wrong with index funds

The S&P 500 is now back at all time highs But tech stocks are still down 50% IF YOU’RE SERIOUS ABOUT INVESTING BUY INDIVIDUAL STOCKS NOT INDEX FUNDS

@HeroDividend Just got to say the AI buzzwords and your company can 7x lol

Investing is easy Just buy stocks before they do this

@ariaradnia And I sold all my calls I bought sub-200 already😭

Amazon at $200: Bad business, wasteful, mystery capex, Jassey bad CEO Amazon at $250: AI leader, lots of optionality, extremely wide moat $AMZN

JPMorgan just reported earnings for Q1 2026. • EPS: $5.94 (est. $5.45) ✅ • Revenue: $50.54B (est. $49.17B) ✅ • Net Income: $16.49B (+13% YoY) • Record markets revenue: $11.6B (+20%) • IB fees: $2.88B (+28%) But Jamie Dimon is warning of an “increasingly complex set of risks” Geopolitical tension, trade uncertainty, energy volatility, elevated asset prices, and uncertainty around Fed cuts. $JPM

@Leo_Traydes Less diversity?

“Why SMH instead of QQQ?” My answer ⬇️

@UnotheInvestor $NVDA just isn’t for me as a persons investment although I still hold in my portfolio through an ETF. I believe it’s a great company and crucial to AI innovation. I’m just more bullish on $AMZN from their moat and continued growth in the longterm

@dybg33 That’s true, but $NVDA should be looked closely. What do you think

You are given $10,000 cash. You must deploy it TODAY: $NVDA $AMZN $MSFT No selling for a decade. What’s your pick?

@CGInvesting10 Perplexity for stock research and Claude for everything else, will occasionally go to chat if it’s a basic question

Chat GPT for school work Claude for investments and stocks What AI Assistants do you use?

@KowalBryan @Leo_Traydes So every company instead of using excel or PowerPoint will create their own versions? And create new versions of Microsoft as the underlying software for their company.

@dybg33 @Leo_Traydes According to those hyping up AI $MSFT is just a SaaS so people will just vibe code their own operating systems!

What an absolutely hideous chart $MSFT

@NotA_Bull Buying dips strategically, still holding around 15% of the portfolio in cash now

Are you currently buying the dips, or are you sitting on cash waiting for a bigger correction?

@FurtureRichKid Around 15%

Be honest… what’s your cash position? Mine is 0.7% 😭

@Leo_Traydes So much volatility lately it’s understandable to question it

What a week in the markets No one trusted this pump for some reason🤔 (myself included) $SPY $QQQ