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RT @WealthyReadings: $LULU's management shared they were expecting their Q4-25 to be on the high end of their guidance.
Glad I bought last week.
"Based on our performance over the holiday period, we expect to achieve the higher end of our previously communicated fourth quarter net revenue and EPS guidance. We remain focused on executing our action plan to drive improvement in our U.S. business and look forward to the opportunities in front of us."
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RT @WealthyReadings: $LULU's management shared they were expecting their Q4-25 to be on the high end of their guidance.
Glad I bought last week.
"Based on our performance over the holiday period, we expect to achieve the higher end of our previously communicated fourth quarter net revenue and EPS guidance. We remain focused on executing our action plan to drive improvement in our U.S. business and look forward to the opportunities in front of us."
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RT @WealthyReadings: If $NBIS closes like this, we're officially back in uptrend.
Who doubted this? Many...
Not me, and I've had and shared my confidence, with clear arguments, to continue buying 👇
https://t.co/9d47ggR888 https://t.co/TzlK25ZBRy
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RT @WealthyReadings: If $NBIS closes like this, we're officially back in uptrend.
Who doubted this? Many...
Not me, and I've had and shared my confidence, with clear arguments, to continue buying 👇
https://t.co/9d47ggR888 https://t.co/TzlK25ZBRy
I am still a buyer for a few handful reasons.
1. I believe the FED needs to continue to cut rates, and will in December.
https://t.co/5joU9HUnh1
2. I believe in AI and that $NVDA isn't a fraud, and the data backs me up.
https://t.co/jvzeGM3kwY
3. $TMDX is more than 30% of my portfolio, a recession and AI proof business unaffected by rate cuts, so even if the rest of the market falls liquidity should go towards those kinds of assets.
https://t.co/5ZqknmvPVz
4. Fiscal spending isn't and will not slow down during the next years and the only protection against this is assets, and this is also why I dobuled my $BTC weekly DCA.
That being said, the market is taking a hit and it won't recover from this in a few days with a V shape recovery like post liberation day as we do not have comparable catalysts before EOY.
So I am being prudent and slow in my purchases. There is no rush in today's market, you don't need to catch falling knifes, you just need to wait and be patient.
The few percentage point won by catching a bottom compared to following a trend aren't worth the risk. tweet
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RT @WealthyReadings: $BABA Qwen & its AI app is seeing large downloads.
If Alibaba successfully monetizes its LLMs in China, it’swe're talking abotu a market ~3x larger than any U.S. player, with less competition.
"Alibaba Cloud, the company's cloud computing unit, reported that downloads of the Qwen model family surpassed 700 million on the Hugging Face developer platform as of January.
The report shows Qwen downloads in December alone exceeded the combined total of the next eight most popular models on the platform.
Alibaba has also expanded Qwen into consumer-facing products, including the Qwen AI assistant, the Quark app, and Ant Group's health application A-Fu."
You’re not bullish enough.
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RT @WealthyReadings: $BABA Qwen & its AI app is seeing large downloads.
If Alibaba successfully monetizes its LLMs in China, it’swe're talking abotu a market ~3x larger than any U.S. player, with less competition.
"Alibaba Cloud, the company's cloud computing unit, reported that downloads of the Qwen model family surpassed 700 million on the Hugging Face developer platform as of January.
The report shows Qwen downloads in December alone exceeded the combined total of the next eight most popular models on the platform.
Alibaba has also expanded Qwen into consumer-facing products, including the Qwen AI assistant, the Quark app, and Ant Group's health application A-Fu."
You’re not bullish enough.
🚨Just in: $BABA is building its own “everything AI app” powered by its in-house model, Qwen.
This app should be fully AI-powered and integrate all features of Chinese super-aps, with similar ambition to American companies but much bigger potential due to this centralisation.
Chinese super apps already include social media, e-commerce, banking, entertainment & more. This gives $BABA access to more data & agentic capabilities than what can be done in the west with a decentralised ecosystem.
The focus is the same though: to tap on consumers and build profitable B2C AI services and not only monetize their AI models and capacities through compute usage or API calls.
As a reminder, Qwen is widely used aronud the enterprise world and known as one of the best opened source AI model. tweet
The Few Bets That Matter
RT @WealthyReadings: Ranking my portfolio per expected returns this year.
1. $PATH
2. $NBIS
3. $ALAB
4. $MSTR
5. $ETH
6. $TMDX
7. $LULU
8. $BABA
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RT @WealthyReadings: Ranking my portfolio per expected returns this year.
1. $PATH
2. $NBIS
3. $ALAB
4. $MSTR
5. $ETH
6. $TMDX
7. $LULU
8. $BABA
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RT @WealthyReadings: $LULU has the exact same pattern as $AEO & $VSCO.
Same challenges.
Same playbook.
Same price action.
Since then, one is up 114% and the other 234%. https://t.co/omoXLNPZpR
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RT @WealthyReadings: $LULU has the exact same pattern as $AEO & $VSCO.
Same challenges.
Same playbook.
Same price action.
Since then, one is up 114% and the other 234%. https://t.co/omoXLNPZpR
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RT @WealthyReadings: My portfolio has 8 positions.
This isn’t concentrated enough.
I need 5, but what on earth do I cut?
$TMDX, for obvious reasons no one seems interested in though. https://t.co/I0Pxfbkul2
$ETH & $MSTR, crypto is going higher and the mispricing is real.
https://t.co/93kyTdmP9Q
https://t.co/YCGB90Tmj3
$LULU, apparel is in an uptrend and others with similar challenges - $VSCO $AEO, have had insane performances.
https://t.co/9Qv5aQRAXt
$UIPATH, acceleration is real and agentic AI is the next massive use case with broad adoption.
https://t.co/HYV7xdbiIw
$NBIS & $ALAB, the AI build-out isn’t over, the bubble hasn’t even started.
https://t.co/e5EyQAfq5M
$BABA, China is clearly underestimated.
https://t.co/fH5MOUY6re
What. Do. I. Cut.
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RT @WealthyReadings: My portfolio has 8 positions.
This isn’t concentrated enough.
I need 5, but what on earth do I cut?
$TMDX, for obvious reasons no one seems interested in though. https://t.co/I0Pxfbkul2
$ETH & $MSTR, crypto is going higher and the mispricing is real.
https://t.co/93kyTdmP9Q
https://t.co/YCGB90Tmj3
$LULU, apparel is in an uptrend and others with similar challenges - $VSCO $AEO, have had insane performances.
https://t.co/9Qv5aQRAXt
$UIPATH, acceleration is real and agentic AI is the next massive use case with broad adoption.
https://t.co/HYV7xdbiIw
$NBIS & $ALAB, the AI build-out isn’t over, the bubble hasn’t even started.
https://t.co/e5EyQAfq5M
$BABA, China is clearly underestimated.
https://t.co/fH5MOUY6re
What. Do. I. Cut.
$TMDX hit 49 flights yesterday, a new reccord.
They only own 22 planes.
Each flight saves lives or significantly improves patients' life quality. And adoption is clealy accelerating as hospitals scale usage.
🔹~7x forward sales
🔹30%+ growth
🔹International expansion underway
🔹Transplant volumes rising
🔹Heart & lung trials ongoing
🔹High switching costs
🔹Expanding market
How does no one care about this stock? tweet
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RT @WealthyReadings: $META & co's compute will go to $NBIS & co.
Hyperscalers won’t carry all the overbuild risk. They’ve already started pushing it downstream; that’s the new normal.
Expect more deals, many more.
How the market prices risk is the real question, but short term, my two cents are long. Very long. Because the market is yet to realize that demand justifies spending.
For now.
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RT @WealthyReadings: $META & co's compute will go to $NBIS & co.
Hyperscalers won’t carry all the overbuild risk. They’ve already started pushing it downstream; that’s the new normal.
Expect more deals, many more.
How the market prices risk is the real question, but short term, my two cents are long. Very long. Because the market is yet to realize that demand justifies spending.
For now.
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The Few Bets That Matter
RT @StockMarketNerd: When we find something that’s “cheap” we must realize so many others have already realized the same thing.
& it’s still cheap.
Important to contemplate why something is cheap & if it deserves to be.
Important to avoid making “it’s cheap” the centerpiece of a bull case.
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RT @StockMarketNerd: When we find something that’s “cheap” we must realize so many others have already realized the same thing.
& it’s still cheap.
Important to contemplate why something is cheap & if it deserves to be.
Important to avoid making “it’s cheap” the centerpiece of a bull case.
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The Few Bets That Matter
Brad finding the words...
This goes (to my opinion, not his) for $ADBE, $PYPL, $NVO, $DUOL and so many other names which yet yield so much engagement around here.
Cheap stocks are probably the #1 source of underperformance.
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Brad finding the words...
This goes (to my opinion, not his) for $ADBE, $PYPL, $NVO, $DUOL and so many other names which yet yield so much engagement around here.
Cheap stocks are probably the #1 source of underperformance.
When we find something that’s “cheap” we must realize so many others have already realized the same thing.
& it’s still cheap.
Important to contemplate why something is cheap & if it deserves to be.
Important to avoid making “it’s cheap” the centerpiece of a bull case. tweet
X (formerly Twitter)
Stock Market Nerd (@StockMarketNerd) on X
When we find something that’s “cheap” we must realize so many others have already realized the same thing.
& it’s still cheap.
Important to contemplate why something is cheap & if it deserves to be.
Important to avoid making “it’s cheap” the centerpiece…
& it’s still cheap.
Important to contemplate why something is cheap & if it deserves to be.
Important to avoid making “it’s cheap” the centerpiece…
God of Prompt
RT @godofprompt: On one hand, prompt engineering won’t matter.
Future AI will just… get it.
On the other hand, context windows are about to hit millions of tokens.
One well-structured prompt might be the difference between “good answer” and “scientific breakthrough.”
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RT @godofprompt: On one hand, prompt engineering won’t matter.
Future AI will just… get it.
On the other hand, context windows are about to hit millions of tokens.
One well-structured prompt might be the difference between “good answer” and “scientific breakthrough.”
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