| Date | Tweet |
|---|
| 2026-01-18 | I'm a bull that's excited about Greenland trade tensions.
US defense like $UAVS and $DPRO are likely to benefit. Same with rare earth/critical materials.
Can't say the same about the pharma bulls in $NVO, European luxury like $LVMH, or possibly big tech.
As you mentioned, I agree it's just … → · 107 likes · 18,623 views |
| 2025-10-20 | @capybara_830 Honestly $NBIS, $WLAC, then splitting $NVO into $TSM + $AMZN calls 6 months out sounds beautiful.
There’s 2x rate cuts and a recent correction going into the best seasonal months. Now’s the best time to go long if any. → · 12 likes · 3,868 views |
| 2025-09-27 | @DeepIceValue lol I saw NVO and UNH and then looked at your profile and realized it was more so value investing.
If I had to choose, would be $NBIS or $TSM 1-2 years.
Then $RKLB for a 3 year timeframe.
Value investing basket would be: $TGT, $UPWK, $PYPL, $LULU, $UNH, $NVO → · 21 likes · 2,768 views |
| 2025-09-25 | @TheLongAJ Same thesis applies with a $500k portfolio, just scale up weightings for conviction, and remove some like $NVO or $BITF to scale up the ones you like if you want to take on more growth/risk.
I'm just saying risk level is different, I'd feel really bad if my friend lost money. → · 3 likes · 2,057 views |