Bear d Bull or Bully d Bear

Life really does begin at 40. Up until then, you are just doing research. - Carl Jung.

Basket of 20 random stocks I'm a fan of right now (and probably still will be in 2030): 1) $GOOGL - my all-time fave. Gemini + Youtube are elite. Data flywheel that'll own search, agents & cloud. 2) $NBIS - mini AI powerhouse; GPU clusters, Toloka data labeling, Avride self-driving robotics and $NVDA alliance. 3) $MSFT - Burry just went long...first time I agree with him? Generational compounder. Just imagine life without Excel :( 4) $TSM - 2nm + CoWoS capacity mean every hyperscaler has to come to them for yrs. 5) $AEHR - burn-in chokepoint w/ growing hyperscaler backlog probs from $GOOGL, $META, $AMZN. 6) $SOFI - probs the cleanest digital bank rn; AI underwriting + client LTV will compound as gen Z wealth builds. 7) $META - on track to pass $GOOGL as world's largest ad biz this yr + IG/Whatsapp are great. 8) $ASTS / $RKLB - leading the sector behind SpaceX 9) $NOW - clients never leave them + their AI agents are about to eat every enterprise workflow = super sticky recurring rev. 10) $INTC - CHIPS Act + 18A foundry push makes them the only credible Western alternative to $TSM. Partnering w/ $TSLA + SpaceX to make chips for Terafab. 11) $AAOI - 800G/1.6T optics are the literal wires of the AI super cycle; US fabs + hyperscaler orders = huge pricing power. 12) $CAT - autonomous mining tech is just getting started. 13) $SNDK - exploding SSD needs of AI training clusters = margin expansion as DC storage scales. 14) SK hynix - HBM leadership for $NVDA + $AMD; tech edge + premium pricing drive huge margin expansion through to 2030. 15) $AMZN - you could order an air-fryer to the peak of Mount Everest and it'd be there in 24 hours. 16) $MELI - LATAM $AMZN + fintech in one w/ massive network effects in an under-penetrated region. 17) $GEV - only realistic answer to AI power bottleneck. Gas turbines + grid modernization = multi-decade compounder. 18) $VRT - liquid cooling is the physical chokepoint for 100kW+ AI racks; hyperscalers are ordering like crazy. 19) $AVGO - inside every advanced data center w/ software margins on top. 20) $BTC - does the real Satoshi follow me by any chance? I'll do a separate list of European names like $IQE, $ARM, $ASML etc. at some point too!

Heard this in AA years before I realized it was wu wei: “It's easier to act your way into new ways of thinking than it is to think your way into new ways of acting.”

If you want to quit your job and become a full-time trader, here's what to do: Learn: 1. Day trading course: youtube.com/watch?v=EMFmmS… 2. Swing trading course: youtube.com/watch?v=k_qeBG… Tools: 1. TradingView: tinyurl.com/tradingviewask… 2. AskLivermore: asklivermore.com/dashboard Patterns to study: 1. Bull flags - continuation on a trend 2. Power earnings gaps - good earnings, keep buying 3. Relative strength - stocks stronger than the S&P 500 4. Unusual volume - institutions are starting to buy Timeframes: 1. Day trading: daily bias -> 1-hour trend -> 5 min entry 2. Swing trading: weekly bias -> daily trend -> 4-hour entry Rules: 1. Always buy stocks at the golden pocket 2. Always buy the dips on uptrending stocks 3. Sell at the 1.236 inverse

Engineering & Construction names quietly look fantastic. $STRL $EME $MTZ $PRIM Also, some steel are strong up the right hand side $NUE $STLD $ATI

Right guys, I know so many of X's favourite names have run up 50%-100% over the last week: Like $SIVE, $IQE, $SOI, $ALRIB etc etc But if you feel like you've missed the boat, then just do this (kinda follows Druckenmiller's approach): > initiate a position with 25% of capital straight away > go away and grow a pair. You'll be fine if you don't have the best cost basis compared to others on X > DCA the remaining 75% over the next few days / on any 5%-10% dips to build out your position Very simple And always bear in mind, being in these names rn (regardless of cost basis), has/will generate you better returns than being in the S&P Those names still have a long way to run (~2x over Q3), so would view any dips as buying opportunities

Will be looking to size up into $NVDA $MU $AMZN if the market allows for it. Ideally find my way into $GOOGL $AMD $NBIS $DELL $MRVL $GEV $TER $LRCX $ASML $RKLB or $BE to round things out. Identify your leaders and keep in mind to use progressive exposure!

If you have been buying RS names on weakness, then you’re feeling pretty good this morning. 😊 $WDC $STX $SNDK $PL $MU $MRVL $LITE $GLW $FSLY $COHR $CIEN $AAOI

Many strong charts ~ $UFO $XBI $EWZ $GDX $DELL $AKAM $BWXT $MRVL $GLW $SOLS $AMPX $NET $MOD $ARM $INTC $AMD $AA $CENX $Q $SWMR $VRT $TER $GEV $LITE $TSEM $AAOI $BKSY $FLY $SATS $NBIS $NFLX $CRCL $AXTI $VIAV $AGX $LWLG $FSLY $ALB

BREAKING: AI can now analyze stocks like Wall Street analysts (for free). Here are 10 insane Claude prompts that replace $2,000/month Bloomberg terminals (Save for later)

Plenty of strong stocks out there. Focus on the RS & leaders. $DOCN $GLW $FSLY $TER $LITE $PL $FLY $LWLG $AMPX $AMD $NET $ARM $DELL $SOLS $ALB $AEHR $TSEM $SEDG $RKLB $ASTS $GEV $CIEN $XPO $AKAM $MRVL $AA $SNDK $WDC $DOW $AAOI $ARM ETC+

Instead of watching a 2-hour movie, watch this Claude FULL COURSE (Build & Automate Anything):

🚨 BREAKING: Google Gemini can now analyze any stock like a Wall Street analyst (for free). Here are 10 insane Gemini prompts that replace $4,000/month Bloomberg terminals: Save for later🔖

After 3 years of using Claude, I can say it’s the technology that has revolutionized my life. Here are 10 prompts I use daily that have transformed my day-to-day life and could do the same for you: (save this)

GOODBYE, FUND MANAGERS. GOODBYE, BLOOMBERG TERMINAL. No more $24,000/year subscriptions. Claude just turned my laptop into a private quant analyst. Here are 07 prompts to build your own hedge fund at home ↓

@MarketMike can return to re-test

Who ever pays attention to my videos will know the answer to this question... What is common to have happen after $SPX tags its weekly expected move?

I don't understand why people don't use CLAUDE for stock trading. It analyzes charts, digests earnings reports, and spots trends in seconds. Here are 16 prompts to turn it into your personal hedge fund analyst:

I asked ChatGPT to fix my LinkedIn profile. It turned into a magnet for recruiters in seconds. No expensive tools, no paid promotions. USE THESE 7 PROMPTS TO GET HEADHUNTERS TO FIND YOU ON LINKEDIN:

Master the Art of Negotiation:

@marketmike should keep a close watch on Koss and AMC too - which followed soon after :)

I feel like Roaring Kitty is about to start posting again soon haha

@marketmike Under 2 sigma to inside daily expected. My best investment of 2025 was to subscribe to @marketmike Other trades of retail and restaurants also worked well. Now just thinking whether to press the #rivian peddle...

The undercut to uppercut.