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JustforFun
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JustforFun
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Books, Trading, Food, Wine and Travel
Katılım Kasım 2016
35 Takip Edilen24 Takipçiler

@CNBCMorningCall @JessInskip_ @Stephanie_Link @BearTrapsReport @StockBrokers @JessInskip_ - Always appreciate your insights Madame and welcome back. Looking amazing as always on the show this morning. Did you mean XLK to close above 180 and not 130? Thanks
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Morning Call Sheet: Momentum shifts beyond tech as earnings stay strong
Panel with @Stephanie_Link, Chief Investment Strategist at Hightower, Larry McDonald, Founder of @BearTrapsReport, and @JessInskip_, Director of Investor Research at @stockbrokers, discussing AI, market momentum, industrials, earnings and UnitedHealth.
$XLK $SPY $UNH $GEV $PWR $ETN $ROK $DOV
cnbc.com/video/2026/07/…
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@KianaDanial Thank You Miss. so no MU but SNDK? Also no Photonics or neoclouds?
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I turned $500 into a $9M stock portfolio (and $18M net worth) with Triple Compounding.
These are real limit orders in my $9M account that I’m buying more of.
Here’s the WHY behind each one:
INTEL: the only American company manufacturing leading-edge chips on US soil. A turnaround play. I’m buying the dip, not the hype.
MICROSOFT: Category King of enterprise software. Businesses can’t run without it, and AI is now baked into every product they already sell.
ALPHABET: Category King of search with roughly 90% market share, plus YouTube and a top-3 cloud. One of the few companies that owns its own AI models AND its own chips.
SANDISK: pure play on the AI memory shortage. Global NAND supply is essentially sold out through 2026, and their data center revenue TRIPLED last quarter.
AMD: the clear #2 in AI chips. And #2 in a market this big is still massive. They just locked in a multi-year OpenAI compute deal.
And this is just ONE slide of my watchlist. There are more.
What I can’t fit in a reel:
WHY these for my portfolio out of thousands of stocks
WHERE those exact prices came from
HOW much goes into each position
And whether any of this fits YOUR risk tolerance
Because copying trades without the strategy behind them is how people lose money. My numbers are not your numbers.
I’m sharing the FULL list and the exact framework live this weekend at Triple Compounding™ Live.
👉 Click on the link to get the details: triplecompoundinglive.com/tcl-tw
*Not financial advice. I share what I do, you decide what’s right for you.
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@KianaDanial @cvpayne @FoxBusiness Thank you for the insights Miss. so i am guessing NVDA has more to fall based on your comment.
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