dreamer @dreamer_abh

A guy from Reddit just dropped the most practical guide to building your first AI Agent 👇

JUST RELEASED: "Episode 5: Olivia Newton John, Inundated, and Monthly Portfolio Updates" of Shooting the Bull With Drowsy and Bear. We chat hyper scalers, Bear hates on $CRWV and $NBIS, answer a listener question, and monthly portfolio updates. creators.spotify.com/pod/profile/dr…

Been awhile since I've shared the portfolio! Here it is as of today, from highest to lowest allocation. Some have very high multiples (PE and even PS), some very low. From the expensive ones I expect a lot of revenue/profit growth. Others will grow slower but are undervalued IMO.

JUST RELEASED: "Episode 4: John Rotonti on Long Term Winners and AI Infrastructure Playbook" on Shooting the Bull With Drowsy and Bear. A must listen to special episode. We chat investing in a high-valuation market and AI infrastructure investing. creators.spotify.com/pod/profile/dr…

Moving Averages - Understanding VS Application The attached reply is my view on the use of moving averages, which I think should be basic knowledge, but probably still a blind spot to some. In summary they are a great tool when you understand them and know when (not) to refer…

Wey How @wey_how12640

3 months ago

Moving Averages - Understanding VS Application The attached reply is my view on the use of moving averages, which I think should be basic knowledge, but probably still a blind spot to some. In summary they are a great tool when you understand them and know when (not) to refer… https://t.co/93EMF1VBWY

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JUST RELEASED: "Episode 1: Origin Stories, Monthly Portfolio Updates, and Saltine Crackers" by Shooting the Bull With Drowsy and Bear. We chat the genesis of the pod, monthly updates, and investing strategy. $APP, $RBRK, $RDDT, $NVDA, $AXON, and more. creators.spotify.com/pod/show/drows…

Precarious position in the $SPY -- we could absolutely find support here at the top of value for 2025 🤞 But if we don't, the bearish 80% rule will trigger (meaning 80% chance of tagging the bottom of value before end of year) with a downside target of 475 😳

Jan ‘25 - Port. Review Port: +2.3% S&P: +2.8% 10yr CAGR: 18% Top ten: $NVDA $AXON $CRWD $AMZN $TTD $MELI $MSFT $MA $AAPL Cash Buys: N/A Sales: N/A Commentary: Slow start to the year. Ready for earnings. Hope you all are off to a good start and keeping your head.

Drowsy Investor (Shooting the Bull Pod) @drowsyinvestor

8 months ago

Jan ‘25 - Port. Review Port: +2.3% S&P: +2.8% 10yr CAGR: 18% Top ten: $NVDA $AXON $CRWD $AMZN $TTD $MELI $MSFT $MA $AAPL Cash Buys: N/A Sales: N/A Commentary: Slow start to the year. Ready for earnings. Hope you all are off to a good start and keeping your head. https://t.co/pj4Mb85RZ6

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Here are the Top 25 cash-generators in the tech sector, ranked by their impressive Free Cash Flow Margins 📊💸. These companies are highly efficient at generating cash! 🤑🚀 1. $NVDA - Nvidia - 46.0% 2. $ANET - Arista Networks - 43.0% 3. $MELI - MercadoLibre - 32.1% 4. $APP -…

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🚨 MAGNUM OPUS TRADING COURSE - 100% FREE TIER IS LIVE! 🚨 I spent the last year of my life creating the most comprehensive trading course ever made after my 10+ year career on Wall Street as a verified 8-figure trader. You can now access 100% FREE dozens of epic quality videos…

The 2025 preview. This is a very long read so feel free scroll past if you don’t want to take a few minutes. 2024 was a great year, if I had to grade myself I’d give a B+. Only because I think I could’ve been even better, I sold some of the biggest winners of the year far too…

Updated, my custom @Deepvue dashboard thematics tracker. According to @AmeetRai_, there will come a time where Deepvue users can follow watchlists in real-time.

Ted Zhang @TedHZhang

8 months ago

Updated, my custom @Deepvue dashboard thematics tracker. According to @AmeetRai_, there will come a time where Deepvue users can follow watchlists in real-time. https://t.co/zSP38rKzo3

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Companies that interest me most, sorted by my current price evaluation based on growth prospects and my guess at future cash flows: Overvalued, would love to own again at a lower price RDDT HOOD AXON Fairly Valued, I own IOT Undervalued, I own MELI MNDY ROOT What are yours??

My updated Methodology Unicorn Score 🦄 Here's the latest output of my methodology where the two scores are merged - the quality score and the valuation score. $NVDA 6.63 $OSCR 6.63 $BSEM 5.93 $ALAB 5.75 $TARS 5.25 $HIMS 5.05 $SEZL 4.11 $ROOT 3.53 $MU 3.18 $TGTX 3.07 $NXGL…

@dreamer_abh Sure, I use the following: 1) Outstanding Diluted Shares % increase 2)P/S ratio 3)P/FCF ratio 4) QoQ Revenue Increase % 5) Total TTM Revenue 6) Total TTM FCF 7) TTM Revenue Growth % 8) FCF Margin %

🚨 I’m currently in 1st place in the U.S. Investing Championship with a +409.1% return this year! 🚀 One of the keys to my success? Position sizing. It’s one of the most critical tools in managing risk and maximizing gains. Here’s how I approach it: 🧵👇

Accumulating $1 million by investing $10K annually at a 7% annual rate of return illustrates the compounding effect and demonstrates why the first $100K is the most difficult to reach. After that, it becomes significantly 'easier' and the time frame gets shorter.

Day 4 Reminder even if we get an FTD today or 2 weeks from now(FTDs can happen on the 20th+ day) it doesn’t mean it will work🗝️ The most important part of an FTD IMHO is the expectation it gives you… If it’s valid it should hold above the low of the FTD on a closing basis🗝️

Mike Webster @mwebster1971

a year ago

Day 4 Reminder even if we get an FTD today or 2 weeks from now(FTDs can happen on the 20th+ day) it doesn’t mean it will work🗝️ The most important part of an FTD IMHO is the expectation it gives you… If it’s valid it should hold above the low of the FTD on a closing basis🗝️

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My positions at the end of June (longs in the first screenshot, shorts in the second). I’m 63/37 long/short after adjusting for shorts in short equity and energy ETFs (de facto longs), with gross exposure of 167.8% and net exposure of 44.2%. Longs: AI capex plays (semi/hardware,…

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Draw your own conclusions $NVDA daily chart from @marketsurge