Joy
251 posts

Joy
@growwithjoy
turning my passion into a tweet.
Not Financial Advice Katılım Ocak 2026
170 Takip Edilen30 Takipçiler

I hate to say this… I really do. I may have to come back to Robinhood…
Starting soon there’s a 5% fee up to $100 for every buy I would make of $DRAM on Fidelity
A 5% fee alongside an expense ratio as crazy as DRAM’s already is?! No thanks
Leo Invests@Leo_Traydes
Highly considering some diversification within my current portfolio Current portfolio - 100% $SMH Here’s what I’ve brainstormed By doing this I am simply just adding Mag7 exposure as well as some more memory exposure
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@LandoInvests @3KComeback I’m at $5k limit and it’s been nearly 2 years lmao maybe one day
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@growwithjoy @3KComeback I’m doomed then. My limit will be $1k forever 😭
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@LandoInvests @3KComeback I legit have never made a late payment once always pay in full every month (I’ve had it for 2 years now nearly) still nothing lmao 🤣
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@3KComeback WHEN WILL THEY INCREASE ME. On a real note how long did it take?
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Joy retweetledi


@CarsonTalkMoney @Ashton_1nvests Lowkey I do 50% $SCHG and 50% individual stocks for me and in my Roth $SCHG and $SCHD duo I keep it simple
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@Ashton_1nvests 100%! I don’t want to to buy 10 Okay stocks, 10 bad stocks, 10 good stocks! I would rather just buy the 10 best companies
I still own ETF’s, but I own more single stocks
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Imagine watching One Pace and they're completely skipping stuff like this.
RON🍓🏴☠️@r0narch
BRO WHAT AM I EVEN LOOKING AT RIGHT NOW??!! THIS IS ONE OF THE MOST STELLAR VISUAL SEQUENCES I’VE EVER SEEN!!!
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@dronevibess @MarcBennett_ 2 mile runs each week as in once a week or how consistently?
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@MarcBennett_ Started with two 2-mile runs each week at an easy pace. Gradually increased distance. Focused on endurance, not speed. One long run, one short run. While inspiring, don’t focus too much on social media times and paces. Listen to your body and you’ll get there in time.
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@Leo_Traydes That’s boring 🥱 lowkey can do both why not have play money like ur drafts kings but for stocks, for one ur investing the other ur just wasting money but u get the thrill from both
GIF
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Software stocks today:
$NOW +5.7%
$DDOG +28.2%
$IGV +3.6%
$ADBE +2.8%
$MSFT +2.4%
$PLTR +2.7%
$MSFT +2.8%
$CRM +3.2%
Semiconductor stocks today:
$MU -3.8%
$SNDK -7.1%
$AAOI -14%
$INTC -2.8%
$ARM -10%
$AMD -3.7%
$SMH -1.9%
I think everyone is really waiting for a Semis to Software rotation, but I’m not sure we easily get one…
Do I think software is cheap? Yes. The software names like $PLTR $APP $DDOG also proved great earnings.
Are the semiconductor names overextended? I mean, look at the charts. However, their earnings have also been INCREDIBLE.
It doesn’t feel YET like the market can have $SMH and $IGV rally together, I think the only reason $IGV is up is because $SMH is down.
But if they were to rally together…it would probably be net new capital coming into the broader market vs people selling their semis to buy software or selling software to buy semis.
Just one day, likely need much more data to see if a rotation is happening…
Are you buying software over semis here? Rotating? Adding on dips?
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Watched something fascinating happen in real time today.
Photonics stocks rolling over. Software and AI names like zetachain:native and $PLTR reversing green. Classic sector rotation.
Posted about it this morning. Called it.
Then within minutes photonics bounced. IGV dipped. Then photonics rolled over again. Then IGV recovered.
Back and forth. Over and over. In minutes.
This isn't fund managers picking up phones and rotating billions between sectors.
This is algorithms. Trading against each other. Momentum signals triggering momentum signals triggering more momentum signals.
Retail investors sitting in the middle wondering what on earth is going on.
Here's what I've learned.
On days like this the worst thing you can do is react.
Because by the time you've made your move the algo has already reversed the trade that triggered your decision.
The fundamentals don't change because an algorithm decided photonics was overbought for 47 seconds.
zetachain:native just printed 50% revenue growth.
$GRAB just printed $120M profit.
$DLO is flying.
None of that changed today.
Tune out the noise. Trust the thesis. Let the algos fight each other.
The real money is made by the people who don't react.
$DLO zetachain:native $PLTR
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@wealthmatica Even after those earnings, growth, guidance raise we are still in accumulation phase 🤣 I guess thank you for the opportunity market
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Every two years - This is the cyclicality of $ZETA.
I call this EPS jet fuel.
“Political candidate revenue is expected to be 15M in 2026. We expect $7 million in the 3rd quarter and $8 million in the 4th quarter.”
– Chris Greiner, CFO
I think the EPS guide for this year is extremely conservative. I mean extreme.
I will be posting earnings assumptions/projections for FY26 later this week - stay tuned for that.
$ZETA

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@KeithStokes14 is that why its dumping right now? Because other companies missed? The streets are so fucking stupid 😭 they literally use AI/data as their moat I don’t understand
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@CarsonTalkMoney @FurtureRichKid Wall Street manipulation while they accumulate
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@FurtureRichKid I don’t understand how $ZETA isn’t green after those earnings
Those were a solid A grade report!
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