Carlos Peixoto Batista @Sniperbit: "Hello investors! $TSLA $PLTR $NVDA $META..."

Portugal

Hello investors! $TSLA (Tesla Motors, Inc.) $PLTR (Palantir Technologies Inc.) $NVDA (NVIDIA Corporation) $META (Meta Platforms Inc) $AMZN (Amazon.com Inc) $GOOG (Alphabet) $SOFI (SoFi Technologies Inc) 🌍 Macro setup Fed is under pressure to cut rates — High conviction already priced in. A rate-cutting cycle would support growth stocks, especially tech, but uncertainty remains if inflation proves sticky. Currency: EUR/USD moves remain important for companies with strong international exposure. 📈 Portfolio stance I don’t trim — strategy is long-term. I only add selectively to positions that are: - Smaller allocations (to balance portfolio weights). - Low-gain names with still-solid fundamentals that haven’t yet caught the rally. My larger/high-gain positions remain untouched, conviction unchanged. ✅ Plan of action - Potentially add to underweight names if macro signals line up. - No trimming, no stop-loss, no leverage — I ride volatility rather than trying to time it. - Stay patient: rate cuts + earnings confirmation are the catalysts I want before committing more capital.