Jerone
2.4K posts
Jerone
@CryptoJerone
Mainly following crypto / finance / news
Holland เข้าร่วม Mart 2021
564 กำลังติดตาม107 ผู้ติดตาม
Aftermath van de eerste tech-earnings drop
$META & $MSFT krijgen klappen
$GOOGL & $AMZN vliegen naar nieuwe ATH’s
Morgen $AAPL
Nederlands
📈Which are your top 3 best winners?
Mines are:
$GOOG +121.5%
$TSM +113%
$ASML +94.6%
Let me know yours 👇🏻
English
Right now, 55% of my portfolio is in $ZETA and $PATH.
I believe I’m exposed to two of the most undervalued companies in the market.
Even if one fails, the other has everything to win.
That’s the asymmetry I’m looking for.
(Not financial advice)
Montana Matos@MontanaMatos
I rebuilt my portfolio after the software selloff. 🚨👀 I was heavily concentrated in $PATH. Still one of the most undervalued companies I see today. But here’s the key: It might take time for the market to recognize it. And I don’t want to depend on timing. While the market made new highs, many software names got crushed and never recovered. That created opportunity. So I reallocated. Today: Largest position → $ZETA Then → $PATH, $HIMS, $LMND Why $ZETA first? Because I believe it will be recognized faster as an AI winner. That matters. I also re-entered $HIMS after risk dropped significantly (Novo + Lilly partnerships) Rebuilt $LMND after exiting higher And started smaller positions in names I believe are mispriced: $REAX $ELF $KLAR $OSCR $BETR $CELH $DUOL $FOUR This is the most diversified I’ve ever been.
English
Saturday morning, coffee in hand, thinking about the stocks that make up the core of my portfolio 🇪🇺📈
My top 5 holdings right now:
$AMS:SHELL (Shell)
$MSFT (Microsoft
$AMS:AD (Ahold Delhaize)
$XOM (ExxonMobil)
$ABBV (AbbVie)
A mix of European and US dividend growers.
What are your top 5? Drop them below 👇
English
@LeifInvests @InvestingVisual Ofc PE still is pretty high, stock still overpriced. Even after recent drops.
Personally interested around 61 ish
English
@CryptoJerone @InvestingVisual Yes, but you would think it would be priced in. In-line beats would not kill the stock, you know. Due to the stocks enormous decline.
English
$NOW Q1 2026 Earnings:
• Revenue: $3.77B vs Est. $3.75B
• EPS: $0.97 vs Est. $0.97
2026 outlook
• Subscription revenues $15.7B - $15.8B (+22%)
Investing visuals@InvestingVisual
Big day for SaaS tomorrow! $NOW is reporting Q1 2025 results: • Est revenue: $3.75B (+21%) • Est EPS: $0.97 (+20%)
English
@LeifInvests @InvestingVisual Market wanted to see huge outperforms , which it didnt
English
@InvestingVisual What the heck is causing $NOW to collapse then?
English
De beurs moet niet iedere dag zo hard stijgen, want op deze manier raak ik mijn outperformance nog kwijt😅
Nederlands
@_Solanis_ @Gingitv Frost mage is only there for survivability imo
English
Banned for an entire week because I said I don't give a fuck about the opinions of illiterate third worlders.
Would someone be banned for saying they don't care about what an American's opinion is on the Middle East?
Of course not
Blatant double standard, I didn't break ToS
yeet@Awk20000
Asmongold banned on Twitch
English
Echt, jongens, ‘houd er over uit’ en ‘stop erover op’🤦!
Nederlands
Finish this statement. Best answer gets $500
Stop Losses are for _______
English
Misschien kan @elodieverweij uitleggen hoe dit kan. In het kabinet-Jetten zouden toch geen kneuzen komen te zitten? 'Geen Marjolein Fabers', zei ze minachtend. Wat is dit dan? Terugkijkend kunnen we concluderen dat @pvvfaber een kei in haar vak was. Hoe hebben ze die Eleanor ooit generaal kunnen maken? Of hoef je daar ook al niks voor te kunnen?
Nederlands