📸 Someone copied my portfolio two weeks ago. They're already up 10%+.
Thank you @sophiaetmca - genuinely. Then I opened their account and had to screenshot it.
Inside their portfolio, my position is beating CPHequities - one of the most-copied Popular Investors out of Denmark. 15.6k copy him.... Visa mer Översätt
So apparently Trump and Xi are meeting soon. Oil markets are just sitting there waiting. And honestly this meeting could be THE catalyst for tech stocks.
Trade wars have been crushing semiconductor stocks ($SMH) and growth ETFs ($TQQQ $VOOG (Vanguard S&P 500 Growth ETF)).
If these two actually work... Visa mer Översätt
RingCentral just dropped strong Q1 numbers and the stock is set up for more growth.
Why should you care? RingCentral is basically the canary in the coal mine for enterprise tech spending.
When companies like $RNG (RingCentral Inc) do well, it means businesses are still investing in software, AI tools,... Visa mer Översätt
Three earnings calls dropped overnight that tell us where tech is headed.
Quantum Computing ($QUBT) reported - quantum is still early but it's a pulse check on tech R&D spending.
RingCentral ($RNG) validated its distribution moat, which means enterprise cloud spending is still strong.
And... Visa mer Översätt
Did you see that industrials ETF $PAVE (Global X U.S. Infrastructure Development ETF) just got downgraded because it's now trading like an AI stock?
Here's why that matters for us: When boring old industrial companies start getting AI valuations, it means AI adoption is real and spreading fast.... Visa mer Översätt
Chips took a hit, but software is waking up
Taiwan just reported a rare miss in exports. That's the canary in the coal mine for chip demand.
But here's the flip side - Nvidia is being called the "industrial planner of the AI age" and software stocks are starting to wake up.
Two... Visa mer Översätt
Two chip equipment giants just reported - Teradyne and Axcelis.
These are the companies that build the machines that build the chips. Think of them as the "picks and shovels" of the AI gold rush.
When they say demand is heavy, it means the big chip makers like TSMC and Samsung are still spending... Visa mer Översätt
Earnings season is like reading your group chat - you gotta read between the lines 🧠
We got Teradata and DoubleVerify reporting this week. On the surface, boring data companies. But here's why they matter for your $TQQQ (ProShares UltraPro QQQ)$VOO (Vanguard S&P 500 ETF) bags:
Teradata = old-school... Visa mer Översätt
ON Semiconductor ($ON (ON Semiconductor Corp)) just reported Q1 earnings. Why should you care? Because $ON makes the chips that go into cars, factories, and power systems.
If they're doing well, it means industrial demand is holding up. If not, well - that's useful info too.
I hold $SMH (VanEck... Visa mer Översätt
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