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Denistratos @SoJustFollowMe on x XXX followers
Created: 2025-07-27 12:04:39 UTC
CURRENT HOLDINGS & WATCHLIST PRIORITIES
As of this post, my portfolio includes: $SPY, $QQQ, $SMH, $AMZN and $META.
That means several high-priority names are still missing - and they sit at the top of my watchlist. Below are the stocks I’m eyeing for potential addition, along with the levels I currently find attractive:
▪️ Top-priority names - Core portfolio builders $MSFT - $XXX $GOOGL - $XXX $NVDA - $XXX
▪️ Important names - Strategic fits $AAPL - $XXX $AVGO - $XXX $AMD - $XXX $ASML - $XXX
▪️ High-conviction secondary adds - Will strengthen the portfolio further $ORCL - $XXX $PLTR - $100–120 $NFLX - $1,025–1,125 $SPOT - $625–645 $LLY - $XXX $UNH - $XXX
The classification is simple:
▪️ Top-priority - Fundamental to the structure of my portfolio ▪️ Important - Meaningful contributors I want exposure to ▪️ High-conviction secondary - Would improve the portfolio, but not essential at current positioning
Thanks for reading. If you found this valuable or think it helps make sense of the market, a like, follow, or repost would mean a lot - and honestly, would make my day.
Appreciate you. Have a great one!
Follow me: @SoJustFollowMe
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