Andrius Meskonis
Andrius Meskonis @GrizzlyDevil

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Discussions
Andrius Meskonis
Andrius Meskonis
Lithuania
28d
$NVDA (NVIDIA Corporation) crossed $5.5 trillion. PPI came in at 6.0%, the highest since January 2023. About 3 months without a trade here, and the system output is still hold. Are you in the momentum camp or the inflation camp today? Not investment advice. $NVDA $TSM (Taiwan Semiconductor Manufacturing... Show More
Andrius Meskonis
Andrius Meskonis
Lithuania
29d
Edited
CPI came in at 3.8%, above the 3.7% estimate, and the S&P still reached 7,412 with a 16th record close this year. About 3 months without an executed trade, and my output is still hold. If CPI prints above 4% next month, what changes in your portfolio? Not investment advice. $BTC $NVDA (NVIDIA Corporation)... Show More
Andrius Meskonis
Andrius Meskonis
Lithuania
30d
US CPI estimate lands today at 14:30 UTC: 3.7% YoY, 0.6% MoM. My process stays still. When a print like this hits, what rule do you follow? Not investment advice. $BTC $OIL $GOLD $SPX500 EXP H28 P20
Not investment advice. The author may have financial interests in the mentioned instruments.
Andrius Meskonis
Andrius Meskonis
Lithuania
1mo
Edited
The cleanest tell on the feed this week has nothing to do with a leader quote. The US oil majors $XOM (Exxon-Mobil) and $CVX.US (Chevron) are sitting roughly where they were before the current Iran cycle started, while $OIL is trading meaningfully higher than it was on the same date. Those two facts,... Show More
Andrius Meskonis
Andrius Meskonis
Lithuania
1mo
Reacting blindly to the latest oil supply disruption is the fastest way to ruin a carefully built portfolio. When fear takes over, I rely on a mechanical system to tell me exactly what is real and what is just noise. The market is amplifying energy risks right now around ongoing tensions and supply... Show More
Andrius Meskonis
Andrius Meskonis
Lithuania
1mo
1 impulsive trade on an oil headline can erase months of discipline. 🛑 On loud days I run 3 checks. No predictions. Just triggers. Compare current allocation to target weight. Check if anything is actually outside my no-action band. If nothing crossed a trigger, don’t manufacture a reason to act. Example... Show More
Andrius Meskonis
Andrius Meskonis
Lithuania
1mo
1 impulsive trade on an oil headline can erase months of discipline. Geopolitics and OIL are dominating the feed again. When headlines talk about commercial ships needing guidance through key routes, prices can move fast and emotions move faster. On loud days I run 3 checks. No predictions. Just triggers. As... Show More
Andrius Meskonis
Andrius Meskonis
Lithuania
1mo
Oil volatility is currently testing the boundaries of established market stability. If you missed the past 24 hours in crypto and stocks, here is your full recap and active watchlist: The energy anchor: $OIL sets the daily pace. If supply metrics drop further, we wait for a new floor before adjusting... Show More
Andrius Meskonis
Andrius Meskonis
Lithuania
1mo
Data centers used about 415 TWh in 2024, and that number keeps pointing up as AI pushes more load into the grid. That is why the market keeps moving from "how big is AI?" to "what can actually be built, powered, and connected?". What I'm watching: The thesis is simple: when... Show More
Andrius Meskonis
Andrius Meskonis
Lithuania
1mo
AI revenue rising fast. AI spending rising faster. That’s the setup. Amazon AI + cloud growth: steady double digits Alphabet AI-driven ad recovery: re-accelerating But total capex across hyperscalers: still expanding aggressively So the question isn’t "is AI growing?" It’s "is it paying... Show More

About Andrius Meskonis
Lithuania
Strategy: Diversifed ETF

Building wealth with rules, not headlines. For long term horizon European investors
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