Stocks with Tom

March 2026 portfolio update My portfolio: -2.48% S&P500: -1.71% Increased position in $META $MSFT $NVDA and DCA every month in ETFs. My positions: $SPY $VT $QQQ $AMZN $GOOGL $NVDA $META $MSFT $UBER $AMD $CRM $O + 7.21% Cash 💵 Looking to make a new position in either $MA $SOFI or $HOOD.

@LongGameEquity Thanks, how did your portfolio do?

@stockswithtom Solid portfolio!

March 2026 portfolio update My portfolio: -2.48% S&P500: -1.71% Increased position in $META $MSFT $NVDA and DCA every month in ETFs. My positions: $SPY $VT $QQQ $AMZN $GOOGL $NVDA $META $MSFT $UBER $AMD $CRM $O + 7.21% Cash 💵 Looking to make a new position in either $MA $SOFI or $HOOD.

@FrancescoBuilds Those are all great picks and they all had decent pullback. I think to start DCA into them isnt bad idea.

@stockswithtom Yes apple google Amazon and Netflix if you include it. I missed them in 2022 thinking they could go lower. I have a problem with high PE. I know it’s stupid. Still regret it…

@Miko_Insights Sounds great! Will do too!

@stockswithtom Hey stocks with Tom, I’m also trying to build my finance community. Would love to be mutuals? I just followed you!🤝🔥

CAN WE HIT 1000 BEFORE MIDNIGHT? If your X account is finance based let’s connect!

@KobeissiLetter Semiconductors jumping +151% to a record $32.8B proves the AI spend isn't just hype - it's accelerating. Even with the Middle East mess, the world’s hunger for chips is at a fever pitch.

South Korea's economy is seeing unprecedented growth: South Korea’s exports surged +41.9% YoY in March, the 2nd-highest in at least 2 years. This follows +49.3% in February and +14.0% in January, marking the strongest quarter since at least 2023. The surge was driven by semiconductor exports, which soared +151.4% YoY, to a record $32.8 billion, fueled by global AI and data center investment demand. Meanwhile, shipments to China jumped +64.2% YoY, the highest since the aftermath of the 2008 Financial Crisis, and exports to the US rose +47.1%. South Korea is seeing historic economic momentum.

@mistressdivy Is this Dexter reference?

Trump skipped going back to Florida Tonight’s the night.

@darhxe Maybe there is hope

maybe league isnt that bad❤️

@JustKingss @AOyatabu I am posting about stock market and overall news if anyone is interested.

IF YOU ARE AWAKE, CONNECT WITH VERIFIED USERS TO GROW YOUR ACCOUNT. 💥💥

@elonmusk Feels like there is Grok update every day and i love it.

Grok Imagine

@elonmusk Grok is definitely the best LLM out there.

What you can do with Grok Imagine

@RapidResponse47 This war isnt ending in 2/3 weeks lol

@MarioNawfal At 1.7 kWh per mile, the fuel savings for fleets like $PEP and $COST are massive - around $200k every 3 years per truck. with the nevada factory finally scaling to 50k units, diesel is officially on notice. the megacharger network is the real moat.

🇺🇸 The Tesla Semi is finally hitting the road in 2026 and it’s no joke. - Up to 500-mile range (Long Range version) at full 82,000 lb load - 3 independent motors pumping out 800 kW of power - Can add up to 300 miles in just 30 minutes with 1.2 MW Megacharging - Crazy efficient at ~1.7 kWh per mile (way cheaper than diesel) - Battery reportedly built for up to 1 million miles Jay Leno already called it “the end of diesel.” He might be right. Source: @CurrentTrucking

@disclosetv With Tehran rejecting the Islamabad talks and the search for that missing F-15 pilot still active, we are entering a "no-exit" phase of this war.

JUST IN - Iran rejects all U.S. demands, and refuses to meet with American officials in Islamabad — WSJ

@MirMAKOfficial This war isnt ending in 2/3 weeks lol

Holy Crap. America asked for a 48 hours ceasefire and Iran said NO. Never has America been so humiliated before.

@Ustroopss @grok is this true?

Official confirmation 🇺🇲 Both the pilots of US Air Force aircraft A 10 and F 15 have been safely rescued. Thank You.

@Coinvo Shit is getting real serious.

BREAKING: 🇺🇸🇮🇷 President Trump has gathered his whole national security team at the White House. Ground operations in Iran likely beginning soon.

@UK_REPT we aren’t just looking at a regional conflict anymore, this is a global energy and credit shock.

BREAKING — 🇺🇸🇮🇷 PRESIDENT TRUMP SAID THE UNITED STATES IS OFFICIALLY AT WAR WITH IRAN.

@UK_REPT we aren’t just looking at a regional conflict anymore; this is a global energy and credit shock.

— 🇺🇸🇮🇱🇱🇧🇮🇷 THE MIDDLE EAST WAR IS JUST BEGINNING.

@0hour1 Is this Dexter reference?

Trump skipped going back to Florida Tonight’s the night.

@Polymarket That doesnt sound good for monday market.

JUST IN: U.S. intelligence reports that Iran is unlikely to open the Strait of Hormuz “any time soon”