I promise to take you from $100K to $4M.
This is the start of your journey.
Let's go. I will be here every day to tell you what to buy and what to trim / sell.
$PYPL corporate jet has flown to Spain 3 times in the last 6 weeks.
Prior 24 months: zero.
Broader activity is elevated too: trailing 8-week leg count just hit 23 — the highest of 105 weekly windows, 2.1x the median, and above the historical P95.
Separately, PayPal has been the subject of recent public reporting around takeover interest, Venmo separation, and a major Venmo rebuild.
(no implication that the buyer would be a Spanish entity)
No, I made it in my life this year. $MU, $ARM, and $AMD retired me. Reached $7M USD.
Now I parked it all into $XLK and $XLE. 50/50 split, rebalancing once per year at the end of the year.
Now, I only swing trade big positions and focus on growing the $100K challenge to $1M - $4M.
This is what will happen to the stock market. Listen to me, because I am the #1 trader in Singapore.
We are in a narrow rally.
1. $SPY can hit new highs but market breadth is poor: meaning few stocks are participating in this rally.
2. Small group of high-valuation leaders like $MU, $SNDK carries almost all the gains.
3. This happened in late 1990's (dot-com era) and 2022 banking criss.
What will happen when the leaders pull back massively?
1. It's called a, "catch down." The big leaders will pull back huge.
2. Rotation will go into laggards called, "catch up." Money flows out of crowded and expensive winners to the stocks that have NOT gone up yet.
3. These laggards fall less and they will outperform.
We've seen this happen:
1. During the dot com era
2. 2022 banking criss
3. Same thing will happen now
So what should you do?
1. No need to sell your best winners, just trim.
2. Rotate that money into laggards and balance.
What are the laggards?
1. Software like $INTU, $NOW, $MDB, $CRM, etc.
2. International stocks like $BABA, $GRAB, and $MELI, $XPEV, etc.
3. Financials like $HOOD, $SOFI, $JPM
4. Healthcare like $UNH, $PFE, $MRK, $BSX
5. Consumer discretionary like $NKE, $TSLA, $HD, and $TGT
6. Real estate like $SPG, $O
7. Consumer staples like $CLX, $PG, $KO, and $PEP
8. Others like $UPS
Calling it now:
$NVDA → $NOW
Nvidia takes a major strategic stake in ServiceNow within 12 months.
The incentives, timing, and AI roadmap are all perfectly aligned.
Bookmark this.
NEW TRADE: ALL IN $HIMS
- earnings on Mon 5/11
- 1st earnings since lawsuit dropped
- currently at $26, down from high of $72
- 34% short, things could get a bit squeezy
i believe wall street has not priced in massive consumer demand for direct healthcare especially peptides (huberman is bullish, youtube/tikok videos are trending sharply up)
the winning game here is to own the customer, and no other brand (incl amazon) has the mindshare nor the global distribution network of $HIMS
only risk is peptide regulation, but that's still a bit away and in this admin, likely to rule favorably
alerted my subscribers here first (ty for the support)
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 $62k.
prev trade was $IREN and im still bullish on it. will likely swing back to it next week after $HIMS earnings so i dont miss any new deal announcements
i could see myself swinging back and forth between these two for a while.
do your own research too. i spent an hour researching $HIMS on @alpha_ai (new app, launching soon)
lets go!
IF I WERE YOU, I WOULDN'T IGNORE THIS!
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