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@SoJustFollowMe Avatar @SoJustFollowMe Denistratos

Denistratos posts on X about $amzn, $meta, $qqq, $tlt the most. They currently have XXXXX followers and 1270 posts still getting attention that total XXXXX engagements in the last XX hours.

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Followers: XXXXX #

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Social category influence stocks technology brands finance cryptocurrencies automotive brands countries luxury brands currencies formula 1 fashion brands

Social topic influence $amzn #182, $meta #232, $qqq #402, $tlt #28, $orcl #195, meta, $googl, $msft #236, $nflx, $smh #22

Top assets mentioned Amazon.com, Inc. (AMZN) Metadium (META) Oracle Corporation (ORCL) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Netflix Inc (NFLX) Spacemesh (SMH) Broadcom, Inc. (AVGO) Novo-Nordisk (NVO) Arista Networks Inc (ANET) Solana (SOL) Apple, Inc. (AAPL) NVIDIA Corp. (NVDA) MercadoLibre Inc (MELI) Eli Lilly and Company (LLY) XRP (XRP) Cardano (ADA) Chainlink (LINK) SPDR S&P XXX ETF Trust (SPY) Advanced Micro Devices (AMD) RAI Finance (SOFI) Adobe, Inc. (ADBE) DIA (DIA) Roper Technologies Inc (ROP) Nebius Group N.V. Class A Ordinary Shares (NBIS) Strategy (MSTR) SPX6900 (SPX) AstraZeneca PLC (AZN) Alibaba Group (BABA) Sea Limited (SE) Palantir (PLTR) Robinhood Markets, Inc. (HOOD) Ferrari N.V. (RACE) CoreWeave, Inc. (CRWV) CAVA Group, Inc. (CAVA) Copart, Inc. (CPRT) Roblox, Corp. (RBLX) SAP SE (SAP) Novartis AG (NVS) Unilever plc (UL) Diageo plc (DEO) Synthetify (SNY)

Top Social Posts #


Top posts by engagements in the last XX hours

"@InvestingVisual It seems to me that this year at least for now $SMH and $SOXX have brought me the most profit"
X Link @SoJustFollowMe 2025-10-08T19:42Z 3181 followers, XXX engagements

"@kurtblast @dialecticjawn @Ashton_1nvests No I dont trade a momentum. I track the actions of trading algorithms similar to Jim Simons Medallion Fund. As for TA please read this πŸ‘‡πŸ»πŸ‘€"
X Link @SoJustFollowMe 2025-10-11T23:08Z 3158 followers, XX engagements

"HIMS & HERS - ON WHICH SIDE OF THE LAW Subscription-based online healthcare service. No doctor visits: prescriptions treatment meds - all online. Q125: πŸ”Ή Revenue: $586M (+111% YoY) πŸ”Ή Adj. EPS: $XXXX (+67% YoY) 2025 GUIDANCE: πŸ”Ή Revenue: $2.3B$2.4B (+5663% YoY) πŸ”Ή EBITDA margin: 1314% (+100200 bps) PLATFORM AND GLP-1 GROWTH πŸ”Έ Subscribers grew XX% to 2.4M πŸ”Έ Over 1.4M use personalized solutions: GLP-1 hormones dermatology πŸ”Έ Main driver - GLP-1 drugs (incl. Semaglutide $NVOs #Wegovy/#Ozempic analog) $HIMS sold compounded versions of Semaglutide - unbranded copies made under original drug"
X Link @SoJustFollowMe 2025-07-14T13:54Z 3185 followers, XXX engagements

"Todays Portfolio & Watchlist 🏁 Sold Positions: πŸ”Ή $MSFT $AMZN $META $NFLX $ANET $AVGO $ORCL $MSTR $MAGS $RSP $XLC and $TQQQ (3x $QQQ) - all positions with a total allocation of over $9m were closed at a tinny loss of $5k (slippage when closing LEAPS options via stop orders at breakeven) πŸ“‹ My current portfolio: πŸ”Ή $TLT (US Treasury 20+) πŸ”Ή $SOL - XXXX% of the crypto portfolio; $XRP $ADA and $LINK - XXXX% of the crypto portfolio each πŸ‘€ Watchlist (Exactly in that order): πŸ”Ή $SPY $QQQ $MAGS $SMH $NVDA $MSFT $AAPL $GOOGL $AMZN $META $AVGO $ORCL $NFLX $PLTR $AMD and $ANET - - - - - - - - - - - -"
X Link @SoJustFollowMe 2025-10-10T20:02Z 3159 followers, 2635 engagements

"THE COST DYNAMICS Back in February Sam #Altman said the cost of using a given AI level drops about XX every XX months. If thats true ROI on infrastructure spending will inevitably collapse. AI access keeps getting cheaper but GPUs power and maintenance dont. That imbalance could become the trigger for a future investment bust. BOTTOM LINE I side with Greenlight: it will be extremely hard to recoup these investments. Right now it all looks like a classic bubble just wrapped in AI branding. Weve seen this movie before: investors overestimate a technology money spins inside the sector the market"
X Link @SoJustFollowMe 2025-10-11T14:06Z 3159 followers, XXX engagements

"Trump is trying to operate with his usual tactic: bluff-and-negotiate. The problem is it doesnt work. China isnt budging. Even though the two sides formally agreed to a truce in the trade war they are still actively undermining each other - both the U.S. and China. For example the U.S. is restricting exports of key technologies to China while China is limiting rare earth supplies. In my opinion the chances of a genuine agreement are extremely low. The stakes are enormous for both countries. The U.S. doesnt want to lose its hegemony which is natural. China doesnt want to slow down its"
X Link @SoJustFollowMe 2025-10-12T22:41Z 3185 followers, XXX engagements

"@InvestingVisual I think $AMZN and $AAPL have a strong chance to outperform the broader market in Q4 this year and Q1 next year after that well see if we can slip through the financial systems bottleneck in March πŸ€”"
X Link @SoJustFollowMe 2025-10-05T13:41Z 3184 followers, 1586 engagements

"@nataninvesting Chinese stocks + names showing no relative strength always drop harder. But when the market bounces their higher beta kicks in the other way. Hang in there Natan - if not today then Monday or Tuesday itll all be over"
X Link @SoJustFollowMe 2025-10-10T17:57Z 3183 followers, XXX engagements

"@TacticzH $LLY + $NVO"
X Link @SoJustFollowMe 2025-10-06T09:58Z 3185 followers, XXX engagements

"#BMW #MBG and #PorscheπŸ‘‡πŸ»πŸ‘€"
X Link @SoJustFollowMe 2025-10-15T16:44Z 3186 followers, XXX engagements

"@EngineeringWon1 If looking over the last year - yes thats the case; but if over five years - $SPX noticeably outperforms $AMZN"
X Link @SoJustFollowMe 2025-10-15T14:50Z 3186 followers, XXX engagements

"European stocks are breaking records this year and Q4 which just kicked off is historically one of the strongest for equities Bloomberg $VGK $IEV $EZU $EWP $EWQ $EWG $EWU $EWI $EWL $ASML $SAP #LVMH $RMS $NVO $AZN $NVS $SNY $GMAB $UL $DEO"
X Link @SoJustFollowMe 2025-10-02T16:00Z 3178 followers, XXX engagements

"Todays Portfolio & Watchlist πŸ“‹ My current portfolio: πŸ”Ή $TLT (US Treasury 20+) & $IEF (US Treasury 7-10) πŸ”Ή $SOL - XXXX% of the crypto portfolio; $XRP $ADA and $LINK - XXXX% of the crypto portfolio each πŸ‘€ Watchlist (Exactly in that order): πŸ”Ή $SPY $QQQ $MAGS $SMH $NVDA $MSFT $AAPL $GOOGL $AMZN $META $AVGO $ORCL $NFLX $PLTR $AMD $ANET $SNPS $IBKR $HOOD $SOFI and $ADBE - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Follow me: @SoJustFollowMe More about who I am and what I do - in the bio - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -"
X Link @SoJustFollowMe 2025-10-14T20:03Z 3186 followers, XXX engagements

"@meeijer Of the remaining four I only know $ADYEN but the latest information I have is from 20212022"
X Link @SoJustFollowMe 2025-10-13T20:04Z 3182 followers, XXX engagements

"ORACLE: RECORD AI-CLOUD GROWTH WITH MARGINS LOWER THAN RETAIL Internal $ORCL documents obtained by The Information show that the rapid growth of Oracles AI cloud business comes with extremely low gross margins averaging around XX% compared to XX% for the companys traditional software. Over the past year GPU business margins have fluctuated from below XX% to just over XX% averaging about 16%. In the quarter ending in August Oracle earned $900M from leasing servers with $NVDA GPUs generating only $125M in gross profit roughly XX cents per dollar of sales. Thats lower than many retail chains and"
X Link @SoJustFollowMe 2025-10-12T13:53Z 3178 followers, 1432 engagements

"@learning2030 First its worth considering the XXX% one-time depreciation write-offs each time a new generation of chips is released. Second wait for tomorrows post about $ORCL - it will make the context much clearer"
X Link @SoJustFollowMe 2025-10-11T15:26Z 3157 followers, XX engagements

"@meeijer Choosing among these five companies isnt easy for me but okay Id probably go with $MELI"
X Link @SoJustFollowMe 2025-10-04T20:56Z 3181 followers, XXX engagements

"@TacticzH Interesting story Catalent used to manufacture vaccines for $JNJ $AZN and $MRNA - and everything was fine. Then problems started right after the company changed hands to European owners feels vaguely similar to when Monsanto was sold to $BAYN"
X Link @SoJustFollowMe 2025-10-14T10:32Z 3185 followers, XXX engagements

"@longoption @TacticzH A lot of people actually think theyve found the button to get money"
X Link @SoJustFollowMe 2025-10-12T14:47Z 3166 followers, XX engagements

"AUTO LOANS FLASHING DEFLATION RISK Warning signs are piling up in the American auto industry: demand for used cars is falling #CarMax posted disappointing results and the pool of prime borrowers is shrinking. Against this backdrop the bankruptcy of subprime auto lender #Tricolor wasnt an isolated event but rather a symptom of much deeper problems. Bonds that only recently carried high ratings have rapidly lost value while major banks like JP Morgan and #Barclays are bracing for hundreds of millions of dollars in losses. If such cases start repeating the hit will spread across the entire"
X Link @SoJustFollowMe 2025-09-28T19:36Z 3178 followers, XXX engagements

"Great and insightful thread Andy As always top-notch work. My portfolio is open and I think you know I dont hold $ZETA. That doesnt mean its a bad business - I just focus on indexes sectors and megacaps. What I think is important to mention: when (lets be honest not if) the AI bubble bursts the market will be brutal - possibly a long drawdown - and all the small stuff no matter how solid the business will take a hit. Just one request: keep this in mind - and I know you have a very sharp mind πŸ˜‡"
X Link @SoJustFollowMe 2025-10-10T14:43Z 3185 followers, XXX engagements

"Probability theory + common sense + self-preservation. Can you pick up a coin off the tracks in front of an oncoming train You can. But why The odds of pulling it off again shrink with every try and one mistake wipes out a thousand wins. The vast majority on X act like geniuses bragging about this years returns showing off as if theyre smarter than top hedge fund managers. Truth is thats the bull market not their skill. And it doesnt matter keep making mathematically wrong bets and the road only goes one way. Ive seen it too many times. I have an idea that will help set things straight and"
X Link @SoJustFollowMe 2025-09-27T14:09Z 3185 followers, 11K engagements

"@longoption $EPAM or $PAYC & $BILL"
X Link @SoJustFollowMe 2025-10-01T22:16Z 3157 followers, XXX engagements

"I trade trends always - swing only. But like any rule there are exceptions. The only things I allow myself to hold as position trades are #Bonds #Energy and (very rarely) #Gold. As of todays close this public portfolios bond allocation stands at $3.96m while total AUM is $3.11m. So the key question is: how are we counting πŸ™‚ If youre asking whether I plan to increase the bond exposure - no such plan for now. But under certain circumstances I might"
X Link @SoJustFollowMe 2025-10-14T20:22Z 3185 followers, XX engagements

"@DimitryNakhla Im thinking about buying $RACE in the $340350 range but Im not sure yet - honestly its not really my sector/industry. What do you think Dimitry"
X Link @SoJustFollowMe 2025-10-10T18:22Z 3175 followers, XXX engagements

"I never evaluate stocks based on fundamentals (or technical analysis) - since more than XX% of trades in the market are executed by trading algorithms this approach has very low efficiency. Do you really consider $ADBE a quality stock For me thats a questionable statement given that over the past year $ADBE has dropped XX% while $QQQ has gained more than 19%. My goal in the market is to make money not to buy falling stocks while convincing myself that they are great businesses with a wide moat and other similar mantras. $ADBE may have a chance to enter the part of the portfolio that does not"
X Link @SoJustFollowMe 2025-10-11T22:22Z 3159 followers, 1109 engagements

"@nataninvesting I think $PYPL is a terrible business with little chance of a bright future. But for now - its rising and will keep rising for just one reason: the broader market is on the upswing - $RSP $DIA $IWM. Right now is actually a good opportunity to make money on $PYPL"
X Link @SoJustFollowMe 2025-10-08T12:58Z 3158 followers, XXX engagements

"Todays Portfolio & Watchlist New positions: πŸ”Ή $IEF (US Treasury 7-10) πŸ“‹ My current portfolio: πŸ”Ή $TLT (US Treasury 20+) & $IEF (US Treasury 7-10) πŸ”Ή $SOL - XXXX% of the crypto portfolio; $XRP $ADA and $LINK - XXXX% of the crypto portfolio each πŸ‘€ Watchlist (Exactly in that order): πŸ”Ή $SPY $QQQ $MAGS $SMH $NVDA $MSFT $AAPL $GOOGL $AMZN $META $AVGO $ORCL $NFLX $PLTR $AMD and $ANET - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Follow me: @SoJustFollowMe More about who I am and what I do - in the bio - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -"
X Link @SoJustFollowMe 2025-10-13T20:01Z 3186 followers, XXX engagements

"@PrinceOfGoodT @DimitryNakhla Buy $CSU and $ROP 50/50. Both are outstanding companies"
X Link @SoJustFollowMe 2025-10-04T10:27Z 3184 followers, XXX engagements

"ALL YOU NEED TO KNOW ABOUT WALL STREET HEDGE FUNDS Right now while everyone on X is running around debating who bought $UNH $AMZN $GOOGL or any other random stock - Im going to show you two tables. These cover hedge fund performance over XX quarters from Feb X 2022 to Jun XX 2025: the left side lists those I respect without question the right side lists those who only make me smirk. As for the S&P XXX result - if you care go look it up yourself. I know this post wont be popular but maybe itll plant a seed in at least a few of you - a thought about who the real heroes are and whos just a joke."
X Link @SoJustFollowMe 2025-08-14T21:27Z 3183 followers, 13.4K engagements

"@InvestingVisual If you peek into my personal portfolio youll see $NFLX - and you wont see $SPOT. Just please Jan dont ask why - or Ill have to write a hellishly long post πŸ™πŸ»"
X Link @SoJustFollowMe 2025-10-08T17:57Z 3160 followers, XXX engagements

"AMERICAS COPPER DEADLOCK Resolution mine in Arizona (Rio Tinto XX% / BHP Group 45%) - the largest undeveloped copper deposit in the U.S. able to cover up to XX% of domestic demand - is stuck again. What happened: The project has been stalled for decades over sacred tribal lands environmental issues bureaucracy & lawsuits. A key land swap expected this week was blocked by a federal appeals court. #Trump fired back saying the country needs copper NOW. Why it matters: Trumps administration is pushing to boost domestic mining of strategic metals. But its own tariff moves add chaos: the recent"
X Link @SoJustFollowMe 2025-08-22T14:01Z 3181 followers, XXX engagements

"@TacticzH My view: $XXXXXXX $NVDA $XXXXXXX $ASML $XXXXXXX $AMD $XXXXXXX $CRWV $XXXXXXX $NBIS"
X Link @SoJustFollowMe 2025-10-07T19:27Z 3185 followers, 4070 engagements

"🚨 FROM LOCAL DEFAULTS TO SYSTEMIC RISKS: WHY THE AUTO INDUSTRY IS ONCE AGAIN THE KEY BAROMETER OF THE GLOBAL ECONOMY In the U.S. the September bankruptcies of #Tricolor and #FirstBrands showed how rising rates and weakening consumer demand are breaking business models built on cheap credit. Previous week the new warning sign came from Europe. According to Destatis German auto production #BMW #MBG #Porsche fell nearly XX% in August. Output of capital goods electronics and pharmaceuticals also dropped the steepest decline since the pandemic. By late September $STLA one of the EUs largest"
X Link @SoJustFollowMe 2025-10-15T16:44Z 3186 followers, XXX engagements

"On Friday after the U.S. market closed #Trump escalated the trade war with China and announced XXX% tariffs on all Chinese imports starting November X. Today a few hours before the start of the Asian session he sharply softened his rhetoric toward #China. Clearly this was done to prevent a sharp sell-off at the Asian open which would have immediately spilled over into U.S. index futures. Based on these actions its clear that the U.S. stock markets performance is very important to Trump. The carefully timed announcements confirm this 100%. He clearly doesnt want to go down in history as the"
X Link @SoJustFollowMe 2025-10-12T22:29Z 3185 followers, 1154 engagements

"🚨 DECKERS OUTDOOR has a curious pattern around its weekly XXX SMA: πŸ”Ή After touching it in March 2020 the stock rallied ❗475% ❗ by September 2021 πŸ”Ή After touching it again in May 2022 it gained XXX% by January 2025 Right now its getting very close to that level again - and Im watching closely πŸ‘€ πŸ“ A move into the $95100 range could offer a stellar risk/reward setup. πŸ€” Will I take it Hard to say - this sector doesnt really speak to me. But the setups good enough to keep $DECK firmly on my radar πŸ”Ž #SoJustFollowMe #SoJustTechCharts #SoJustMarketAnalytics #StockAnalysis #FollowTheTrends"
X Link @SoJustFollowMe 2025-06-19T12:36Z 3177 followers, 1134 engagements

"I can agree that $CSU is slightly better than $ROP right now: although the growth-through-acquisitions strategy is identical CSU is a cleaner software story while ROP is a broader tech conglomerate. I prefer not to make single-stock bets and usually act either through ETFs or in pairs - not $LLY or $NVO but $LLY + $NVO for example. In the case of $CSU and $ROP Id do the same: if confidence in $CSU is higher you can size the position not 50/50 but 60/40 or 70/30"
X Link @SoJustFollowMe 2025-10-04T14:55Z 3181 followers, XXX engagements

"@philschmidtke Right now the 20+ year bond yield is 4.72%. At the peak of panic I could see it dropping to 1.5%. Thats a XX% drop - for $TLT that would be in my view the maximum potential gain"
X Link @SoJustFollowMe 2025-10-08T20:41Z 3160 followers, XXX engagements

"@meeijer $CRWV $NBIS $GOOGL $META $NVO + $LLY"
X Link @SoJustFollowMe 2025-10-13T19:59Z 3186 followers, XXX engagements

"Looks like were in for another day of correction today or tomorrow (a pinning around XXX on $QQQ) mostly driven by components of $SMH / $SOX - including $ASML. After that Im expecting a strong squeeze higher that could last about a month and a half. Thats why I believe $ASML will trade noticeably higher by early December. The rally could very well continue into early next year or Q1. But after that it might turn out that holding $ASML long-term either wont deliver much upside or youll have to sit through a brutal drawdown while holding the position (I know youre not exactly scared of that)."
X Link @SoJustFollowMe 2025-10-08T10:27Z 3183 followers, XXX engagements

"@sullycrypto1 Probably worth explaining how to understand position allocation through options. $TLT: XXX contracts XXX shares each closing price $XXXXX leverage 7.48x $IEF: XXX contracts XXX shares each closing price $XXXXX leverage 20.33x"
X Link @SoJustFollowMe 2025-10-14T20:29Z 3185 followers, XXX engagements

"@learning2030 I see $SPY $QQQ $SMH $MAGS at all-time highs while $ADBE $CRM $LULU and $TGT arent. And honestly I have no clue what $CAVA is. My goal is to make money not figure out which of them will float and which wont. And you dont need to do that either πŸ™‚"
X Link @SoJustFollowMe 2025-10-08T20:12Z 3185 followers, XXX engagements

"@Ashton_1nvests $IEF & $TLT"
X Link @SoJustFollowMe 2025-10-15T01:24Z 3186 followers, XXX engagements

"@longoption @learning2030 Now after your response I looked up whats behind the $CAVA ticker. Of course Ive seen them around the city but Ive never been - and had no idea it was a public company. Thanks for the recommendation"
X Link @SoJustFollowMe 2025-10-09T15:55Z 3183 followers, XXX engagements

"THE AI BUBBLE OR HOW THE MARKET IS LOSING ITS MIND IN REAL TIME The AI market is at peak euphoria. Companies are signing multi-billion-dollar deals swapping equity stakes pumping capital all under the banner of a new technological era. But behind the flashy headlines and ever-growing numbers the same old symptoms are reappearing the ones we saw in the late 90s right before the dot-com bubble burst. DEAL OF THE YEAR: AMD OpenAI On Monday $AMD officially announced a multi-year partnership with Microsoft-backed #OpenAI to supply X GW of GPU capacity for future AI infrastructure. The first wave"
X Link @SoJustFollowMe 2025-10-11T14:06Z 3185 followers, 4377 engagements

"SHOULD YOU BUY $ALGN AT THE BOTTOM OF ITS RANGE $ALGN is trading near the lower end of its multi-year range - back to 2017 levels. Looks like a spot worth watching. WHAT THE COMPANY DOES Align Technology is a medtech player focused on digital orthodontics. Its flagship product #Invisalign offers clear aligners as an alternative to traditional braces. Q125: FLAT RESULTS πŸ”Έ Revenue: $979.3M (2% y/y) πŸ”Έ Adj. EPS: $XXXX (flat y/y) 2025 GUIDANCE: MODEST GROWTH πŸ”Ή Revenue growth: +3.55.5% πŸ”Ή Volume growth: +46% πŸ”Ή ASP: expected to decline πŸ”Ή Op. margin: XXXX% (+70bps y/y) INVISALIGN STILL DRIVES"
X Link @SoJustFollowMe 2025-07-20T11:07Z 3179 followers, 2180 engagements

"Portfolio Update Sept XX 2025 $QQQ XXXXX% $TLT XXXXX% $GOOGL XXXX% $MSFT XXXX% $AMZN XXXX% $META XXXX% $XLC XXXX% $NFLX XXXX% $AVGO XXXX% $ORCL XXXX% $DIA XXXX% $XLF XXXX% $IWM XXXX% $ANET XXXX% $CPRT XXXX% $SOFI XXXX% $RBLX XXXX% Total Portfolio $12.94m Equities $10.48m Bonds $2.46m Over $750k in realized gains since June. Math over narratives. Risk over ego. Capital protection first. Fully transparent"
X Link @SoJustFollowMe 2025-10-04T12:59Z 3159 followers, 10.1K engagements

"@Schwerepunkt @nick_t18255 @longoption The world often faces situations that once seemed simply impossible. Lets not forget - theres already been a country that used nuclear weapons. Twice. And neither time was there any real necessity to do so"
X Link @SoJustFollowMe 2025-10-12T14:12Z 3166 followers, XX engagements

"@InvestingVisual Im finishing a big post on AI and historical parallels with $CSCO from the dot-com bubble for the weekend. Spare me Jan. Ill give a detailed reply next time"
X Link @SoJustFollowMe 2025-10-08T18:05Z 3159 followers, XXX engagements

"@nataninvesting I can repeat what I said when $BABA was at $XX $XXX $XXX and what Ill say at $XXX $XXX $XXX - stay away from Chinese stocks πŸ˜‰"
X Link @SoJustFollowMe 2025-10-07T12:26Z 3173 followers, 3225 engagements

"Exactly. No fundamental analysis no technical analysis. I track trading algorithms - and today during the $RACE selloff we spotted the area where theyre most likely to start covering shorts and flipping long. Usually its not that easy - but with dual-listed companies like $RACE (Milan/US) its not exactly simpler yet theres a chance to track them independently on both exchanges and compare. Note that the price I mentioned is in "
X Link @SoJustFollowMe 2025-10-09T18:56Z 3176 followers, XXX engagements

"@DimitryNakhla $ROP is a fantastic stock safe to buy right now"
X Link @SoJustFollowMe 2025-10-03T19:29Z 3186 followers, 1903 engagements

"First of all theres no real sign that $SPX has stopped falling - and when the market drops 90-95% of stocks go down with it. Second $AMZN is currently the weakest name among $MAGS and weak stocks tend to fall harder when $SPX pulls back. Third from a long-term investors point of view $AMZN is a great company. But if youre planning to buy somewhere in the $200-220 range anyway - whats the rush Isnt it better to wait for the market to stabilize and maybe pay a few dollars more rather than watch it drop right after you buy"
X Link @SoJustFollowMe 2025-10-14T14:34Z 3185 followers, 2430 engagements

"1. AWS - the largest and most profitable cloud provider in the world. X. Amazon has the most efficient and scalable logistics network with huge room to expand. (For players like $SE $CPNG $MELI the situation could be critical if the countries they operate in are unable or unwilling to contain $AMZN by non-market means). X. Amazon benefits from what was hard to imagine XXX years ago: autonomous trucks drones warehouse automation. Technological progress in these areas works in their favor. X. The widest assortment of products in the world which means theyre not critically dependent on losing"
X Link @SoJustFollowMe 2025-10-01T21:06Z 3179 followers, 4839 engagements

"@scotiacaper @nataninvesting $EW $BTG $META $REGN and $HOOD"
X Link @SoJustFollowMe 2025-10-10T18:38Z 3176 followers, XX engagements

"I think $ICE is an excellent buy for long-term investors in the $135155 range. Also Dimitry Ive got to say - I really enjoy the company breakdowns you post. And the companies themselves. Since I started following you I havent seen a single filler stock or some random hype play that overconfident retail traders jump into just because theyve never lived through a bear market. Everything you post actually makes sense. Respect"
X Link @SoJustFollowMe 2025-10-08T10:43Z 3186 followers, 2073 engagements

"Came across an interesting post from @zerohedge and a reply from @elonmusk about #Bitcoin. Thought Id share my take on what happened last Friday and what might be coming next. CRYPTO SELLOFF. WHAT WAS THAT Last Friday we saw the largest liquidation event in crypto history: over XXX million traders lost roughly $XX billion. The biggest hit came in altcoins #BNB #XRP #SOL #DOGE #TRX #ADA #LINK #BCH #XLM #AVAX #LTC #SUI #HBAR #SHIB #XMR #DOT #TRON many of them dropping up to XX% intraday. #BTC and #ETH held up better down XX% and XX% respectively. Some coins even crashed to $X #ATOM among them."
X Link @SoJustFollowMe 2025-10-14T18:05Z 3186 followers, 1867 engagements

"Great thread Ashton $ADBE has an amazing product but as long as were still inside the AI bubble nobody cares about their stock. Id happily buy it somewhere around $280300 but not before that. For now we just wait for the AI story to play out - check out my post from this morning if youre curious I covered that there"
X Link @SoJustFollowMe 2025-10-11T15:13Z 3159 followers, XXX engagements

"@meeijer $NBIS $TMDX $NVO $RBRK and $MELI - I like each of these names for different reasons but at this point the only ones Id actually consider adding to the portfolio are $NBIS and $NVO"
X Link @SoJustFollowMe 2025-10-14T21:40Z 3186 followers, 1175 engagements

"Todays Portfolio & Watchlist πŸ“‹ My current portfolio: πŸ”Ή $MSFT $AMZN $GOOGL $META $NFLX $ORCL $AVGO $ANET $CPRT $SOFI and $RBLX πŸ”Ή $TQQQ (3x $QQQ) $UDOW (3x $DIA) $FAS (3x $XLF) $TNA (3x $IWM) $XLC and $TLT (US Treasury 20+) πŸ”Ή $GOOGL Bull Spread πŸ”Ή $SOL - XXXX% of the crypto portfolio; $XRP $ADA and $LINK - XXXX% of the crypto portfolio each πŸ‘€ Watchlist (Exactly in that order): πŸ”Ή $MAGS $SMH $NVDA $AAPL $AMD $SNPS $PLTR and $COST - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Follow me: @SoJustFollowMe More about who I am and what I do - in the bio - - - - - - - - - - - - -"
X Link @SoJustFollowMe 2025-10-06T20:04Z 3158 followers, 1091 engagements