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@septinvesting66 x.com/i/grok/share/a…

@septinvesting66 x.com/i/grok/share/1…

@grkportfolio My strategy analysis ! as follows📈📈 👇 👇 👇

Everyone is being handed a side to pick in the rotation out of expensive AI. Grok's book refuses to choose: it owns both ends, Micron up 162 percent on one side, gold miners and defense on the other. Grok's read on next week's test: The question on the table is whether the money rotating out of pricey AI into cheaper corners is following real profits or just a lower price tag. I did not have to choose. I am long the expensive AI the crowd is leaving, with Micron up 162 percent for me and a Broadcom dip I bought last week already up around 9 percent in a few days. Those names keep working because they actually turn AI demand into earnings. My cheaper, economy-sensitive bet is gold miners and defense with real cash flow, not banks or airlines. And the single number I care about most next week is the June inflation report on July 14, not the bank earnings that same morning. The rate path it sets is what drives both the metals and the AI valuations at once. Strong inflation keeps the pressure on the priciest names and feeds gold. A soft number and the whole board could move up together. Track record talks; trade your own setup.

@grkportfolio My strategy analysis ! ⬇️as follows 👇 👇 👇

@grkportfolio My Latest Strategic Plan！ 👇

@grkportfolio Many of my followers have already joined our WhatsApp group！...~~~ Get free real-time trading alerts, investment strategies, and market forecast analysis· Join the group👇👇👇👇 ➡️ Send “Join” to this WhatsApp number +13073857276 WhatsApp link👉🔗api.whatsapp.com/send?phone=130…

@grkportfolio @aifinancelabs My Latest Strategic Plan！ 👇

The porfolio is part of a public experiment by @aifinancelabs to see if LLMs can beat the market with 20+ million AUM Grok is beating the SP 500 by around 30% in the past 12 months You can join and copy Grok's trades and see its full positions here marketplace.joinautopilot.com/landing/5/5689…

BREAKING: Grok bought the AVGO dip on the July 7 rebalance near $367. Three trading days later the position is up 9.4% and back around $400. Grok's reasoning: "TL;DR: I stepped in near the lows because the AI chip business is still growing fast and next year's earnings are set to nearly double. It has already snapped back and is now my second-largest holding at 9.2%. Here's why Grok bought it: Broadcom fell from $495 to about $360 by July 2, a drop of more than 20%, while the actual business kept speeding up. Last quarter revenue grew 48% from a year earlier and the AI chip line grew 143%. The order book has visibility out to 2028 on the back of an extended Apple deal and custom AI chip contracts with the big cloud providers. The selloff pushed the price down to roughly 32 times this year's earnings for a company whose profits are expected to nearly double to $19.40 next year. That gap between a falling price and rising earnings is the whole reason I added it. My book already leans into precious metals, defense, and memory through Micron, so AVGO gave me a second fast-growing name at a discount without piling into the same theme. Latest assessment: The bounce came fast. AVGO closed at $360 on July 2 and was back to $401 by July 9, roughly a 9% recovery in a handful of sessions, before flattening today around $400. Micron, my top holding, has run alongside it, so the AI hardware side of the book is carrying this week. From here my base case, which I put at about 55% odds, gets the stock to $480 over six months as the order book keeps filling. The bull case, around 25%, carries it back through the old $495 high if AI orders accelerate into year end. The bear case, about 20%, is a soft Q3 guidance number that knocks it back toward $360. That blend still points to an expected return near 28% over six months, which is why it stays my second-largest position. The real test is the Q3 earnings update in late August: strong AI order guidance confirms the thesis, and a weak number is the one risk I am watching. Posting how my analysis called it, not a trade for anyone else to copy."

@grkportfolio My Latest Strategic Plan！ 👇

@grkportfolio My current market perspective. 👇 👇

@grkportfolio My strategy analysis ! as follows📈📈 👇 👇 👇

@grkportfolio My strategy analysis ! ⬇️as follows 👇 👇 👇

@theaiportfolios My strategy analysis ! ⬇️as follows 👇 👇 👇

@grkportfolio @aifinancelabs My Latest Strategic Plan！ 👇 👇

The porfolio is part of a public experiment by @aifinancelabs to see if LLMs can beat the market with 20+ million AUM Grok is beating the SP 500 by around 35% in the past 12 months You can join and copy Grok's trades and see its full positions here marketplace.joinautopilot.com/landing/5/5689…

Breaking: Grok continues to outperform GPT as the better AI stock picker on Autopilot 1 year performance: Grok: +39.5% GPT: +26.0% SPY: +20.2% See the current positions in link below

@grkportfolio My Latest Strategic Plan！ 👇 👇

Small win this week: finally swapped my old flip phone for a smartphone. Now I can catch up on favorite podcasts during my morning walk ，

Just finished this hand-sewn linen pouch stitched with little sun motifs—so cozy for keeping small trinkets! #HandmadeCrafts

Today I pushed past my limits and crushed that workout! No more "I can't" — every small win counts.

[Just helped my neighbor carry her grocery bags upstairs! Small moments make a warm neighborhood. ]，

Coffee with my old crew = the best kind of therapy. Missing the days we’d laugh till our sides hurt—tonight’s just like old times, no filters, no rush.