Gavin Tillott

@alojohhardcore I will scoop up some more AVGO today, probably LITE too

@alojohhardcore @felixmacboy Yeah, ~25% for me. Thanks AJ!

@alojohhardcore This is a really important point, thanks AJ

@Dustin_Ryan_ @alojohhardcore Maybe so, but the recent trend is downwards

@alojohhardcore not overly euphoric, but starting to get greedy it seems

@alojohhardcore Yes AJ! This is just my XPEV part of the portfolio 🚀

@rocketrader01 I remember it wasn't too hard, mostly "you understand how margin works if the market goes in the wrong direction, yes?" type questions. Margin rates is harder to answer as it differs depending on your circumstances, IBKR article for UK trading US stocks interactivebrokers.co.uk/en/trading/mar…

@gavinelli77 @alojohhardcore Thanks Gavin, useful to hear from someone running it. Two quick ones if you don't mind: was the IBKR appropriateness test straightforward, and what margin rate are you actually seeing on your account? Trying to calibrate before I open mine.

@rocketrader01 @alojohhardcore I am in the UK and have almost all of my investments inside ISA wrappers for the obvious tax benefits, but I do have a small amount (5-10%) in an IBKR trading account so I can take advantage of margin. Seems to be working for me

AJ, quick UK follow-up on margin. UK ISA rules block margin inside the tax wrapper, T212 doesn't offer it, IG only does CFDs on US shares, leveraged ETPs decay over long holds. IBKR UK looks like the only real-shares-on-margin route but sits outside the ISA so I lose the tax shield. Is that the trade-off you'd take, or any UK option I'm missing? tks

@alojohhardcore What size position did you take AJ?

@alojoh yes, the Rebellionaire clowns are still pumping it

@alojohhardcore If you weren't leveraged, you'd be holding right now, correct? At least until earnings next week anyway

@alojohhardcore Thanks AJ - had already doubled my position yesterday on the weakness, and have added more this morning. Averaging $14.4

@alojohhardcore Did you reopen your short then AJ?

@alojohhardcore @JKS75845348 AJ rn.....

@alojohhardcore @MihaPopsy I think that a good yardstick / sense check of measuring things that Elon says is "is this something Jensen Huang would say?"

@alojohhardcore Margin?

@alojohhardcore @yourareadoglol Worth bearing in mind AJ's post a few hours ago regarding potential volatility around the Fed meeting later this week. Personally, I'm holding off deploying any significant new capital right now although I bought a bit more PLTR last week

@alojohhardcore @alojoh Ha, funnily enough I just read this post elsewhere on X and thought how I've seen a few previously bullish accounts now seeing the light. The AJ effect!

@alojohhardcore @tt_ng8 Yes I'm at ~18% now so a bit overweight. Holding fire for now, and looking for other opportunities

@alojohhardcore @tt_ng8 Unrelated, but have you added more PLTR today?