The Long Investor
RT @charliebilello: % Below All-Time High...
Gold $GLD: 0%
Google $GOOGL: -3%
S&P 500 $SPY: -5%
Microsoft $MSFT: -7%
Amazon $AMZN: -8%
Meta $META: -9%
Apple $AAPL: -17%
Russell 2000 $IWM: -18%
Netflix $NFLX: -20%
Nvidia $NVDA: -20%
$AMD: -31%
Tesla $TSLA: -64%
Ark Innovation ETF $ARKK: -73%
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Giuliano
If someone's interested in the equity report on $BUR, feel free to DM me.

I wrote a 60-pages equity report on a quite obscure business, $BUR.

Here are the most important things to know about the company: https://t.co/JgZ6BnVMGp - Giuliano
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Brandon Beylo
RT @Tintincapital: This was really, really good...

I'm excited to share my conversation with @erik_ywr.

This episode is a Crash Course on Inflation.

Erik is world-class explaining why we're here, how we got here, and what higher inflation means for financial markets.

We also pitch Euro Banks.

Enjoy!👇
https://t.co/vHgs2ZlX7p - Brandon Beylo
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Antonio Linares
This is happening anyway

@alc2022 Go to Ibiza - Dissecting the Markets | See pinned tweet
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The Long Investor
All Top 20 Charts are now uploaded to our group.

We said last Sunday evening that the week ahead was going to be a big one and it certainly delivered

We were prepared and stuck to our strategy, there was not a single surprise.

We have prepared for this market correction for the last 6 months and we will take full advantage of our favourite stocks going on sale.

$SPY $QQQ
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The Long Investor
$TSLA

A reminder of the $TSLA plan.

Also a reminder, we uploaded this exactly a month ago.

$TSLA here is your game plan.

$TSLA either holds at $144 on the 0.78 Fib (and saves the sector)

or

its dropping down below $100 and you get an opportunity to buy $TSLA when it is undervalued with a margin of safety. https://t.co/deEBIPP03e - The Long Investor
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Antonio Linares
RT @Jayofcar: @alc2022 Lobby to have interest rates cut
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Antonio Linares
4 companies that are going to win big this decade:
1. $TSLA - will unlock material abundance.
2. $PLTR - is already / will be the foundation for AI adoption in the
West.
3. $SPOT - by 2030 will have evolved into an audio search engine, like $GOOG, with 1B+ users.
4. $AMD - will go head to head with $NVDA and win.
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iinvested
1Q'24 Wedgewood Partners Large Cap Focused Growth on $PYPL

https://t.co/CAZal2cnnB

More fund letters here:
https://t.co/HhAAZQSpA6 https://t.co/9WlC7UUDfh
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iinvested
Great letter by White Falcon Capital Management. Mentions $DAVA, $LFCR, $FNV, $CTS (long write up)

Read it here:
https://t.co/HhAAZQRRKy
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Brandon Beylo
And just like that, copper is up almost 1% tonight.

What happens to price if all CTA trend following programs flip long??

Copper price action continues to surprise me.

Based on Positioning, Sentiment, and Price Action, I expect a pullback this coming week.

Copper is overextended on any time frame, with substantial increases in large-spec longs and increased HF sentiment.

Let's see.

#copper https://t.co/xl0cyNLBEZ - Brandon Beylo
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