jeremy day
@jeremymday“First problem. To produce wealth. Second problem. To distribute it.” ― Victor Hugo, Les Misérables Random thoughts on business and life...
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October 2024 Weighted Holdings 1. $SHOP 10% 2. $SPX 10% 3. $TSLA 10% 4. $SQ 7% 5. $TTD 7% 6. $QQQ 6% 7. $NET 6% 8. $TXN 5% 9. $NVDA 4% 10. $MSFT 4% Big jumps by $TTD and $SHOP this fall. I trust $TSLA will jump to #1 anytime soon. Continue to invest in semis. $TSM $AVGO
$NET Cloudflare looking to break through resistance and hit a 52 week high here soon. One of my favorite companies that I believe has long term potential.
If you don't want to hold actual $BTC then hold it by proxy... $MSTR $MARA $TSLA $COIN $RIOT $SQ
This 94-year-old resident of Louka, Czech Republic, is aiming to make her hometown just as charming and spends hours a day adorning window and door frames with majestic blue flower designs. [🖌️ Agnes Kasparkova]
$SQ solidly rejected at $90. This happens when people have an easy double in the past year. Hard not to take profit when you bought it in the $40-$50 range. I'm a long time holder and bought a bunch of $40 and still believe in @jack to make the right moves for this company.
First $TSLA and now $SHOP my two favorite stocks! They both want to compete for the #1 spot in my portfolio!
If the election outcome is as I expected, it should cause the large minority of the country who supported @KamalaHarris and predicted her victory to begin to question their sources of truth. Half the country has believed that @X is filled with mis- and disinformation, and that…
I believe that @realDonaldTrump will win in a decisive victory and potentially a landslide Electoral College outcome tomorrow. I could of course be totally wrong, but that helps elevate an important point. Approximately half the country will be unhappy about the election…
Many Starships will go to Mars in 2 years, when the transit window opens again. The first wave will be without people and the second wave, 26 months later, with people, provided the first wave does not increment the crater count on Mars.
Elon Musk: We're sending Starship to Mars in roughly 2 years! 🚀
I literally looked at $TSLA yesterday and said to myself I should buy more especially if it drops after earnings. Well it popped of course. Lol. I think this officially moves $TSLA into my #1 position. 👍
REMINDER: @SpaceX will be attempting probably the craziest aerospace thing ever attempted tomorrow morning — Catching a 19-story tall rocket booster in mid-air with Mechazilla chopsticks
Are we trained to buy the dips yet? I bought a bunch of my favorite stocks on August 6th. $SPY $QQQ $TSLA $SHOP $SQ $NET $AVGO $NVDA
People say with AI we will work less in the future. And robots will do all the menial tasks we don't want to do. I say we will actually work more at what's makes us feel alive...
I got asked to give new entrepreneurs advice before starting a 90 day sprint to start their first business. This is what I gave them.
My goal is to do a final big investment for the year around the bottom dip this September and October. Expecting things to go flat to up after the election...
"Mastery is the best goal because the rich can’t buy it, the impatient can’t rush it, the privileged can’t inherit it, and nobody can steal it. You can only earn it through hard work. Mastery is the ultimate status." @sivers
Boring stocks you should consider buying... $EL makeup $ODFL trucking $TSCO farm supply feed store $IDXX vet supply $INTU accounting software $CTAS cleaning products $TREX decking products What profitable but boring stock are you into?
August 2024 Weighted Holdings 1. $SPX 10% 2. $SHOP 9% 3. $TSLA 9% 4. $SQ 7% 5. $QQQ 6% 6. $TTD 6% 7. $TXN 6% 8. $NET 6% 9. $NVDA 4% 10. $AVGO 2% I've really gone more conservative and beefed up my index funds. Holding tight to my biggest convictions. Building a $BRK.B position
Accurate conclusion (read the whole post)
People need to stop overreacting about Kamala’s plan to reduce food inflation, as if it would lead to communism, mass starvation, and the end of America. I worked in M&A in the food industry. Here’s a step-by-step summary of what would actually happen: 1. The government…
$NDAQ $QQQ back at its peak from 2021 before rise in interest rates. Could go either way on this one...
Back to March levels. Can't get any worse can it? Do the DCA thing right? $QQQ
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Who to follow
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Rihard Jarc
@RihardJarc -
HeadofChinaCapital🇺🇦
@Crussian17 -
Dhaval Kotecha
@dhaval_kotecha -
Parrot 🦜
@ParrotStock -
Ram Bhupatiraju
@RamBhupatiraju -
BahamaBen
@BahamaBen9 -
Jo Trader
@JoTrader4 -
Max Bosenko
@MaxTheComrade -
StockViz
@StockViz_Com -
Francis
@InvestiAnalyst -
Danny Vena
@dannyvena -
Plant
@plantmath1 -
Soumya
@Soumyazen -
muji @ hhhypergrowth
@hhhypergrowth -
CMac
@InvestmentTalkk
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