# ![@SayNoToTrading Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1880059139419959296.png) @SayNoToTrading Michael

The investor is actively buying and selling various stocks, including Watsco ($wso), Roper Technologies ($rop), and Chemed ($che), while sharing their thoughts on earnings reports and company performances. They also expressed interest in stocks like Marriott ($mar), Copart ($cprt), and Paychex ($payx), and shared concerns about certain companies like Cava ($cava) and Sprouts Farmers Market ($sfm). The investor is rotating out of some holdings, such as Fiserv ($fi), and into others, like CSW Industrials ($csw).

### Engagements: [-------] [#](/creator/twitter::1880059139419959296/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1880059139419959296/c:line/m:interactions.svg)

- [--] Week [-------] -34%
- [--] Month [---------] +6.90%
- [--] Months [----------] +85%
- [--] Year [----------] +36,292%

### Mentions: [---] [#](/creator/twitter::1880059139419959296/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1880059139419959296/c:line/m:posts_active.svg)

- [--] Week [---] -6.20%
- [--] Month [---] +1.70%
- [--] Months [-----] +46%
- [--] Year [-----] +3,262%

### Followers: [---------] [#](/creator/twitter::1880059139419959296/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1880059139419959296/c:line/m:followers.svg)

- [--] Week [------] +0.47%
- [--] Month [------] +6.40%
- [--] Months [------] +108%
- [--] Year [------] +10,074%

### CreatorRank: [-------] [#](/creator/twitter::1880059139419959296/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1880059139419959296/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5758 [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  #5380 [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [fashion brands](/list/fashion-brands)  [currencies](/list/currencies)  [exchanges](/list/exchanges)  #5723 [luxury brands](/list/luxury-brands) 

**Social topic influence**
[stocks](/topic/stocks) #549, [$unh](/topic/$unh) #59, [money](/topic/money), [if you](/topic/if-you), [$amzn](/topic/$amzn) #654, [$rklb](/topic/$rklb) #40, [$cnc](/topic/$cnc) #4, [$hood](/topic/$hood) #565, [$bmnr](/topic/$bmnr) #80, [ipo](/topic/ipo) #708

**Top accounts mentioned or mentioned by**
[@amitisinvesting](/creator/undefined) [@winnerinvestor](/creator/undefined) [@qualityinvest5](/creator/undefined) [@taobanker](/creator/undefined) [@brentetrader](/creator/undefined) [@leonelissen](/creator/undefined) [@rentyourstocks](/creator/undefined) [@unusualwhales](/creator/undefined) [@invest091](/creator/undefined) [@durablecreators](/creator/undefined) [@expphilosopher](/creator/undefined) [@veganhippo21](/creator/undefined) [@longequity](/creator/undefined) [@slim20359096](/creator/undefined) [@fundstrat](/creator/undefined) [@jayapted](/creator/undefined) [@elonmusk](/creator/undefined) [@jonnagap](/creator/undefined) [@buccocapital](/creator/undefined) [@caretak8r](/creator/undefined)

**Top assets mentioned**
[UnitedHealth Group (UNH)](/topic/$unh) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Centene Corp (CNC)](/topic/$cnc) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Elevance Health Inc (ELV)](/topic/$elv) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Tesla, Inc. (TSLA)](/topic/$tsla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [MercadoLibre Inc (MELI)](/topic/$meli) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Costco Hot Dog (COST)](/topic/$cost) [Now Coin (NOW)](/topic/$now) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft) [Progressive Corp (PGR)](/topic/$pgr) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Synopsys, Inc. (SNPS)](/topic/$snps) [Fluidity (FLY)](/topic/$fly) [Neurobro (BRO)](/topic/$bro) [S&P Global Inc (SPGI)](/topic/$spgi) [Novo-Nordisk (NVO)](/topic/$nvo) [Strategy (MSTR)](/topic/$mstr) [Waste Management, Inc. (WM)](/topic/$wm) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Moody's Corporation (MCO)](/topic/$mco) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Fiserv, Inc. (FI)](/topic/$fi) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [CACI INTERNATIONAL CLA (CACI)](/topic/$caci) [Limitus (LMT)](/topic/$lmt) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Aaon Inc (AAON)](/topic/$aaon) [Adobe, Inc. (ADBE)](/topic/$adbe) [Cigna Corp (CI)](/topic/$ci) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Danaher Corporation (DHR)](/topic/$dhr) [Copart, Inc. (CPRT)](/topic/$cprt) [Bull Market (BULL)](/topic/$bull) [Intuit Inc. (INTU)](/topic/$intu) [Cintas Corporation (CTAS)](/topic/$ctas) [Eli Lilly and Company (LLY)](/topic/$lly) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Helium IOT (IOT)](/topic/$iot) [Saia, Inc. (SAIA)](/topic/$saia) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Ferrari N.V. (RACE)](/topic/$race) [Watsco, Inc. (WSO)](/topic/$wso) [Ethereum (ETH)](/topic/$eth) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Bitcoin (BTC)](/topic/$btc) [NVR, Inc. (NVR)](/topic/$nvr) [Autozone Inc (AZO)](/topic/$azo) [Costco Wholesale Corporation (COST)](/topic/costco) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Republic Services, Inc. (RSG)](/topic/$rsg) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Apple, Inc. (AAPL)](/topic/$aapl) [MURPHY USA INC. (MUSA)](/topic/$musa) [Nike Inc (NKE)](/topic/$nke)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@WagieCapital $DG and $PFE are both BLSH stocks $HSY a buy $EL a buy but on probation to ensure LT thesis not broken"  
[X Link](https://x.com/SayNoToTrading/status/1880132893336563856)  2025-01-17T05:59Z [--] followers, [--] engagements


"@DividendDude_X My $INTU buy at $598 and change didnt fill today. Maybe next week. Fear of IRS free filing is way overblown"  
[X Link](https://x.com/SayNoToTrading/status/1880402316404428942)  2025-01-17T23:50Z [--] followers, [--] engagements


"@taobanker @OtterMarket The Simple Mills acquisition by $FLO was smart. Wish $PEP or $HSY did it instead to boost salty snacks which are perceived as healthy (theyre not)"  
[X Link](https://x.com/SayNoToTrading/status/1880415808322683185)  2025-01-18T00:43Z [--] followers, [--] engagements


"@Quality_stocksA On $CTAS I highly recommend the Business Breakdowns podcast on their history culture and comparison to competition. It came about about a year ago"  
[X Link](https://x.com/SayNoToTrading/status/1881004494781350235)  2025-01-19T15:43Z [--] followers, [--] engagements


"@DividendDude_X In last week $PEP and $CNI. $AMAT was a couple weeks ago $25 cheaper that window has passed"  
[X Link](https://x.com/SayNoToTrading/status/1881035604051497450)  2025-01-19T17:46Z [--] followers, [--] engagements


"Own all except [--] but isnt is a bit premature for [--] $VICI to be classified as a forever dividend stock I mean its only been public a few years and was the result of Caesars bankruptcy. It has yet to go through a serious recession of GFC. Cant call it a forever stock until it has been battle tested"  
[X Link](https://x.com/SayNoToTrading/status/1881193190864363597)  2025-01-20T04:13Z [---] followers, [--] engagements


"You cant really look at $DHI tangible book value on a long term historical basis because they have moved to the $NVR land option model. About 90% now. Those land options are not mark to market. If we mark to market them book value is higher. But yes Im thinking Tuesday will likely be OK to good as long as market is stable that day"  
[X Link](https://x.com/SayNoToTrading/status/1881200617940811894)  2025-01-20T04:42Z [----] followers, [--] engagements


"@TheLongInvest Biggest clue something up with $CELH was CEO exercising all his options in September despite not expiring for multiple years. Why do so early If $PEP acquires CELH and closes in Q4 that stock will be taxed as long term cap gains"  
[X Link](https://x.com/SayNoToTrading/status/1881359792113115496)  2025-01-20T15:15Z [--] followers, [----] engagements


"@QualityInvest5 $LULU shouldnt be on there"  
[X Link](https://x.com/SayNoToTrading/status/1881454619777437722)  2025-01-20T21:31Z [---] followers, [--] engagements


"Followed for long time and went with $CASY. Im American not a fan of Canadian 15% div tax (would prefer no dividend at all). Though I did start position in $ATD last year. If it dips below my cost basis most likely will add. This is an excellent buy and forget compounder. The 7-11 drama will resolve soon"  
[X Link](https://x.com/SayNoToTrading/status/1881501865051095153)  2025-01-21T00:39Z [--] followers, [---] engagements


"@FromValue Re : $CWAN - CEO is for real about FCF. Cant recall interview I heard last year but it was good. If I think of it will post link. Started tracking position in August at $16. Will buy next time theres a big dip"  
[X Link](https://x.com/SayNoToTrading/status/1881503807571660976)  2025-01-21T00:47Z [--] followers, [---] engagements


"$JNJ reports before bell on Wed and here's how I am playing it. (1) The [--] year charts of large cap pharma names like $PFE $MRK and $BMY are treacherous. They look like a miner or auto manufacturer. Classic BLSH (buy-low-sell-high) stocks. However $JNJ I argue is an exception still. (2) The [--] year performance compares favorably to $SPY both with around 10% CAGR total return. See chart below. (3) Admittedly the [--] year performance of Johnson & Johnson is worse with divergence starting around [--] years ago. However valuation compression has amplified this. It's not as bad as the price chart"  
[X Link](https://x.com/SayNoToTrading/status/1881580640723980500)  2025-01-21T05:52Z [----] followers, [---] engagements


"I did a very deep dive into $OSCR in 2022/2023 and it has a lot of similarities to the early days of $UNH. Sitting on a $2.84 cost basis and when it hit $13 recently even my cheap ass was tempted to add more (didnt merely due to $ used for other buys). This is a buy and tuck away for [--] years. I keep it in an account with similar buy and forget holdings"  
[X Link](https://x.com/SayNoToTrading/status/1881761905892839582)  2025-01-21T17:52Z [--] followers, [----] engagements


"@InvestInAssets I would not include $EXPD on there massive underperformer the last [--] and [--] years vs. S&P. Numbers speak for themselves as to having a weak competitive advantage. Swap EXPD for a strong LTL player like $ODFL"  
[X Link](https://x.com/SayNoToTrading/status/1881842444712739194)  2025-01-21T23:12Z [--] followers, [--] engagements


"@finchat_io $UBER"  
[X Link](https://x.com/SayNoToTrading/status/1881844046710321168)  2025-01-21T23:19Z [--] followers, [---] engagements


"@finchat_io Despite the gains Im still too cheap to have a $NFLX account. Havent had one since 2014"  
[X Link](https://x.com/SayNoToTrading/status/1881849295340753257)  2025-01-21T23:40Z [--] followers, [---] engagements


"@Invesquotes I owned $ZTS before having a dog. Since then Ive really come to appreciate how valuable their franchise is"  
[X Link](https://x.com/SayNoToTrading/status/1881911774326481202)  2025-01-22T03:48Z [--] followers, [--] engagements


"Noticed $FICO reports Friday after the bell. Do they normally do that Because normally you report then only when you have ugliness you want forgotten by Monday"  
[X Link](https://x.com/SayNoToTrading/status/1881933065909645479)  2025-01-22T05:13Z [--] followers, [---] engagements


"@Invesquotes And compare to $ELAN spinoff from $LLY differences and similarities Why one worked and the other didnt Its not just the debt because $ZTS also had a fair amount"  
[X Link](https://x.com/SayNoToTrading/status/1882186776175169741)  2025-01-22T22:01Z [--] followers, [---] engagements


"@REIT_Wolf $PLD and $REXR are the only two industrial REITs I own. Nice add on PLD at $101 a couple weeks ago and $38 on REXR. Contrary to consensus the LA fires will actually benefit Rexford as we rebuild"  
[X Link](https://x.com/SayNoToTrading/status/1882191843221524808)  2025-01-22T22:21Z [--] followers, [---] engagements


"Really Really. RFKs disclosure of owning merely a couple hundred shares of $CRSP moved the stock a couple hundred million midday. Similar for $NTLA $EDIT $BEAM $PRME Vax are bad but DNA editing is good I guess"  
[X Link](https://x.com/SayNoToTrading/status/1882222936771498417)  2025-01-23T00:24Z [--] followers, [---] engagements


"The last [--] [--] and [--] years $RLI has handedly beat $SPY. Today's drop is a gift. Did I mention they've raised their dividend for [--] consecutive years It was by far my smallest P&C insurer having just [---] shares so I added another [---] today. If it hits $69s would have bought a lot more as that was my target for adding (bottomed at $70.01 this morning)"  
[X Link](https://x.com/SayNoToTrading/status/1882512467143897550)  2025-01-23T19:35Z [--] followers, [---] engagements


"@European_DGI Yeah anytime you hear "rightsizing" or similar language about dividends run. "Competitive" could be construed as meaning similar $JNJ really should have chosen different word. I agree it's safe"  
[X Link](https://x.com/SayNoToTrading/status/1882516744927170864)  2025-01-23T19:52Z [--] followers, [--] engagements


"@DividendDude_X Nibbled +10 $INTU at $599.93 this AM. Something about a number under $600 just sounds like a deal"  
[X Link](https://x.com/SayNoToTrading/status/1882517179574391209)  2025-01-23T19:54Z [--] followers, [---] engagements


"@DividendDude_X Adds on $RLI $INTU today"  
[X Link](https://x.com/SayNoToTrading/status/1882540407273504796)  2025-01-23T21:26Z [--] followers, [---] engagements


"@MichaelGielkens I still think between the two $CSU.TO children $TOI.TO is better buy right now than $LMN.V even though the latter is getting a lot of love lately on YT and podcasts. Since getting the spinoffs so far I have only added to Topicus last fall"  
[X Link](https://x.com/SayNoToTrading/status/1882583455936266381)  2025-01-24T00:17Z [----] followers, [---] engagements


"For those who missed the DOGE drop post election you have another bite at the apple for $CACI $SAIC $BAH. Counterintuitive to consensus contractors will get more business. Unlike govt employees there are no unions can hire/fire at will fewer employee benefits. If DOGE really wants to save money they will increase usage of contractors"  
[X Link](https://x.com/SayNoToTrading/status/1882831972571267078)  2025-01-24T16:44Z [--] followers, [---] engagements


"@whisperthebull @JayApted $LDOS needs to come down more for me but Iike $SAIC and $CACI here. Already have full position in $RTX during engine scandal when it was in $70s in [----]. Likewise for $LHX around same time. DOGE will do nothing to stop govt spending. It only goes one direction - up"  
[X Link](https://x.com/SayNoToTrading/status/1882835643665137927)  2025-01-24T16:59Z [--] followers, [---] engagements


"@DividendDude_X Meanwhile $SAIC $CACI $BAH are tossed like trash. Lets see who comes out ahead"  
[X Link](https://x.com/SayNoToTrading/status/1882836123208266003)  2025-01-24T17:01Z [--] followers, [---] engagements


"@QualityInvest5 Just wait for another sell off like this one for no reason. They happen every 1-2 years for $IBKR. Then you can buy. Dont chase here"  
[X Link](https://x.com/SayNoToTrading/status/1882900563383525461)  2025-01-24T21:17Z [--] followers, [---] engagements


"@TheLongInvest More confidence in $ASML than $AMD at these levels"  
[X Link](https://x.com/SayNoToTrading/status/1882928222490562893)  2025-01-24T23:07Z [--] followers, [---] engagements


"@jimcramer Ok lets see $COST and $WMT rollback their stock prices too please"  
[X Link](https://x.com/SayNoToTrading/status/1882929140955042105)  2025-01-24T23:11Z [--] followers, [--] engagements


"$NVDA vs. $CSCO market cap as % of GDP. Everyone has been telling me its different this time but Deepseek tells me it isnt"  
[X Link](https://x.com/SayNoToTrading/status/1883538371416670307)  2025-01-26T15:31Z [---] followers, [---] engagements


"No time to write but these are the types Im buying today. $ETN $FIX $FN $APH and only little nibble of [--] $NVDA at $118 (last buys were sub $100 Aug [--] and Sept 6). $AMD more interesting here. $MRVL needs to come down more but so only a super baby nibble on it. I love days like today"  
[X Link](https://x.com/SayNoToTrading/status/1883959560379179199)  2025-01-27T19:25Z [----] followers, [---] engagements


"@pitch4k $BLDR is a great one. Only reason I didnt buy it the past few weeks because I have [---] from the intraday low on June 25th. Price hasnt touched it since"  
[X Link](https://x.com/SayNoToTrading/status/1883994530703368402)  2025-01-27T21:44Z [--] followers, [--] engagements


"I have [---] $LMT from the [----] lows so I'm not tempted by it here especially with repeated F-35 slandering by @elonmusk which doesn't help with headline risks. Who I like more here but am not ready to add to is $NOC. Their backlog for Sentinel program to modernize ICBMs along with space makes for a more compelling next [--] years. Especially when you consider the 6th gen fighter replace F-35 will not be awarded the same way; it will be a shared contract"  
[X Link](https://x.com/SayNoToTrading/status/1884340988271047153)  2025-01-28T20:41Z [---] followers, [---] engagements


"Overreaction on $DHR earnings today.10% down and not exactly pricey going into the print so I made several adds today"  
[X Link](https://x.com/SayNoToTrading/status/1884736387825754530)  2025-01-29T22:52Z [---] followers, [---] engagements


"@taobanker How about the guy (not calling him a manager) out of Florida with something like 90% of his fund in $JOE for most of this century"  
[X Link](https://x.com/SayNoToTrading/status/1884835059209023622)  2025-01-30T05:24Z [--] followers, [----] engagements


"$BAH earnings on Friday before market open. Trump and DOGE have tanked sector. I have no conviction one way or another on tomorrows earnings but high conviction on sector being historically cheap. BAH has outperformed S&P long term - see chart (cant say same about $PLTR long term yet). Here is how Im positioned going into tomorrow. Have $CACI $AMTM $SAIC and $ICFI which will move with it"  
[X Link](https://x.com/SayNoToTrading/status/1885079272882307307)  2025-01-30T21:34Z [---] followers, [----] engagements


"@joecarlsonshow I like $UBER adds at around $60 but that's it (not $65). Too much headline risk and that won't go away. The robotaxis are coming will be the headline for years"  
[X Link](https://x.com/SayNoToTrading/status/1885109356271944054)  2025-01-30T23:34Z [--] followers, [---] engagements


"@texasrunnerDFW I disagree. In LA there is a savior for the housing market; just let fires run rampant burning everything down. Now what's left is selling like hotcakes"  
[X Link](https://x.com/SayNoToTrading/status/1885111453667180550)  2025-01-30T23:42Z [--] followers, [--] engagements


"In terms of whats close to a buy for Monday AM reporting AND is prone to rapid drops on light volume that rapidly recover $IDXX is it. Also $SAIA does same but its still 34% above when it did this during August earnings (see attached) so potential drop is not enough for me to bite on Monday"  
[X Link](https://x.com/SayNoToTrading/status/1885361183890563212)  2025-01-31T16:15Z [---] followers, [---] engagements


"It's easier to identify which pure-play P&C insurers are NOT the best rather than which are the best. Avoid those you can confidently conclude are not the best. As to identifying which truly are the best let me give you a couple examples of this challenge. $PGR is who most will say is the best but this is recency bias. From [----] to [----] the share price went literally nowhere; mid $20s to mid $20s. Similarly $ALL looks great on [--] year chart. Now extend that to [--] years. Ugly. $CB rivals $PGR in popularity (especially since Buffett bought) and indeed it has a better pre and post GFC chart"  
[X Link](https://x.com/SayNoToTrading/status/1885402499907236034)  2025-01-31T18:59Z [---] followers, [---] engagements


"Hopefully everyone took advantage of non-sense $BAH dip on open. I used opportunity to add [---] at $122 and then sold my $127 lots from yesterday when they went green later in day. Unrealized gains = best gains. Did same with $DHR yesterday"  
[X Link](https://x.com/SayNoToTrading/status/1885439489059021160)  2025-01-31T21:26Z [--] followers, [---] engagements


"@taobanker Thats the point - brokers dont want retail to realize how lousy they are. $SCHW includes deposits into gains and people then think thats their gain and theyre so smart"  
[X Link](https://x.com/SayNoToTrading/status/1885472216810479958)  2025-01-31T23:36Z [--] followers, [--] engagements


"@DividendDude_X Long time owner of all [--] but disagree on $VICI. How can we call it a forever dividend stock when it has only been public a few years never been tested in a GFC or similar scenario Geographic risk (Vegas) could be detrimental if dirty bomb or similar event occurred there"  
[X Link](https://x.com/SayNoToTrading/status/1885490772092637604)  2025-02-01T00:50Z [--] followers, [---] engagements


"@Quality_stocksA $IDXX often has exaggerated drops at open on earnings day. Hoping for another of those tomorrow to add more"  
[X Link](https://x.com/SayNoToTrading/status/1886070575636045864)  2025-02-02T15:14Z [---] followers, [---] engagements


"@RocketLab @KineisIoT Thanks $RKLB for also launching up my holdings to a half mil in gains. But its a never sell for me so I dont really care"  
[X Link](https://x.com/SayNoToTrading/status/1886091347804971448)  2025-02-02T16:36Z [---] followers, [----] engagements


"@unusual_whales How is this not bullish for $BAH $CACI $LDOS $PSN $ICFI and similar"  
[X Link](https://x.com/SayNoToTrading/status/1886220065567322492)  2025-02-03T01:08Z [---] followers, [----] engagements


"$MANH captured exact bottom of $199.84 this morning. Was about [--] mins into trading. So much buying this morning it was fun"  
[X Link](https://x.com/SayNoToTrading/status/1886452044623695993)  2025-02-03T16:29Z [----] followers, [---] engagements


"@stonkmetal Why did you sell $ATD.TO Really tempted to add more if it goes lower. My Canadian buy today was 1k shares $CNI"  
[X Link](https://x.com/SayNoToTrading/status/1886488737330422114)  2025-02-03T18:55Z [----] followers, [---] engagements


"@NewcomerInvest Only reason I didnt add to $CP this morning is that the low today was still above low from Dec 19th. But $CNI was a buy today and I bought +1000 shares"  
[X Link](https://x.com/SayNoToTrading/status/1886493334216302990)  2025-02-03T19:13Z [---] followers, [---] engagements


"@Quality_stocksA Hated $IDXX results because I was hoping to buy more"  
[X Link](https://x.com/SayNoToTrading/status/1886512587338350825)  2025-02-03T20:30Z [---] followers, [---] engagements


"@amitisinvesting Thanks $PLTR but at current levels I will opt for $BAH and $CACI instead"  
[X Link](https://x.com/SayNoToTrading/status/1886543422280098212)  2025-02-03T22:32Z [---] followers, [---] engagements


"@Osinttechnical $LMT baby oh yeah"  
[X Link](https://x.com/SayNoToTrading/status/1886566758179594432)  2025-02-04T00:05Z [---] followers, [---] engagements


"@lhamtil Hmm. this is why I own [---] shares $LMT [---] $NOC and [----] $LHX and now [--] $PLTR shares. Palantir is great co. but not for me here"  
[X Link](https://x.com/SayNoToTrading/status/1886892573299720592)  2025-02-04T21:40Z [---] followers, [---] engagements


"$FICO stock would not recommend afterhours activity on this. Wait for price discovery during market hours tomorrow. Stocks with 4-figure share prices are volatile in extended hours due to small volume (measured in share count) and how round lots are compiled"  
[X Link](https://x.com/SayNoToTrading/status/1886896723102249258)  2025-02-04T21:56Z [---] followers, [---] engagements


"@ReustleMatt @bizbreakdowns @turtlebay_io Havent bought in $JKHY in a few years. If it drops Ill probably add more"  
[X Link](https://x.com/SayNoToTrading/status/1886961745274790098)  2025-02-05T02:15Z [---] followers, [---] engagements


"@SimeonResearch_ Out of that list own $CSU.TO and since being spun-off $TOI.V and $LMN.V too. At Covid bottom bought $FFH.TO in March/April [----]. Most recent Canadian addition has been Trisura"  
[X Link](https://x.com/SayNoToTrading/status/1887002531185963152)  2025-02-05T04:57Z [----] followers, [---] engagements


"A friendly reminder of $FICO EV/revenue the last [--] years. PE chart better but if after hours drop holds its still 55x. Not saying it will get there but would like to see $1300-1400 to add"  
[X Link](https://x.com/SayNoToTrading/status/1887004514009706647)  2025-02-05T05:05Z [---] followers, [---] engagements


"@catalystbust Funny thing is I think the only reason $NVR is where it is its due to flat earnings year over year. Even at that number its not expensive historically"  
[X Link](https://x.com/SayNoToTrading/status/1887007350537773554)  2025-02-05T05:16Z [----] followers, [---] engagements


"@catalystbust Neither. I only own $CAVA because I got it at $29 which was lowest price it ever traded at. Likewise for my $CMG. Neither have healthy food you can feel good about eating. Growth trends are too fickle in fast food and QSR so I dont attempt to try and predict that"  
[X Link](https://x.com/SayNoToTrading/status/1887008532752687382)  2025-02-05T05:21Z [---] followers, [---] engagements


"$IEX down 10% but still passing. Always on watchlist but thing is it has barely matched S&P last [--] years (beat last [--] and 30). For market matching performance of individual name I need a better entry. Good company but $GGG is better. Not exact fluid control peer though"  
[X Link](https://x.com/SayNoToTrading/status/1887179032091070785)  2025-02-05T16:38Z [----] followers, [---] engagements


"$INTU nibbling. Earnings not til 25th so probably no large gap down or up until then. But headline risk of DOGE and tax simplification will persist. DOGE eliminating IRS direct file was a positive"  
[X Link](https://x.com/SayNoToTrading/status/1887185080709464196)  2025-02-05T17:02Z [---] followers, [---] engagements


"$HSY earnings tomorrow AM. Excluding their "Special Dark" products $HSY products are 10-11% cocoa at most. I only eat 100% cacao powder 2-3x per week. The price on this has remained stable for the past 2-3 years. Brands I buy are Rawmio and Navitas. Latter price per ounce is up slightly but I am paying same price per ounce for Rawmio as [--] years ago. If I'm not suffering inflation from 100% cacao then sugary candy makers should be able to manage. Not saying Hershey's is managing I'm saying they should be able to. But odds of earnings selloff greater than not so I will wait to buy more until"  
[X Link](https://x.com/SayNoToTrading/status/1887217803893350820)  2025-02-05T19:12Z [---] followers, [---] engagements


"@taobanker While I have been tempted by $ELF on way down Ive concluded Im too unqualified to judge this space. Plus a brand that can spring up so fast can reverse fast too. Think Id rather bet on more grandmas buying their $EL"  
[X Link](https://x.com/SayNoToTrading/status/1887253894931358125)  2025-02-05T21:36Z [---] followers, [---] engagements


"$SWKS Skyworks stock ugly. Only a nibble after hours. Will wait for real pricing tomorrow"  
[X Link](https://x.com/SayNoToTrading/status/1887261858203340919)  2025-02-05T22:07Z [---] followers, [---] engagements


"I dont own $ELF but if I did I would consider taking tax loss and rotating in funds into $EL. That way you capture any rebound while getting the tax loss. Though ELF may have greater rebound potential"  
[X Link](https://x.com/SayNoToTrading/status/1887624944152158579)  2025-02-06T22:10Z [---] followers, [----] engagements


"Seems like for [--] years now $BILL ride from $50s/60s to $80s/90s round trip keeps happening. Bought at low today and sold at high for +8% which was not intention just know this name too well the pattern. Hoping to get back in permanently at mid-high $50s"  
[X Link](https://x.com/SayNoToTrading/status/1887899063036846091)  2025-02-07T16:19Z [----] followers, [---] engagements


"With fallout in building sector odds of $BECN getting better bid(s) have gone down. I give 50/50 odds to $QXO pulling this off"  
[X Link](https://x.com/SayNoToTrading/status/1887936072208028049)  2025-02-07T18:46Z [---] followers, [---] engagements


"@Ashton_1nvests Like all but $WIX"  
[X Link](https://x.com/SayNoToTrading/status/1887975133358473506)  2025-02-07T21:22Z [---] followers, [--] engagements


"@rev_cap This is the problem with miners. Prices go up but so do input costs. Rather than $GOLD best to stick with royalties and streamers $FNV $SAND $WPM $OR $RGLD and for super spec $VOXR (I own all these)"  
[X Link](https://x.com/SayNoToTrading/status/1888041770816270457)  2025-02-08T01:46Z [---] followers, [----] engagements


"@nicksortor @BrendanCarrFCC One more reason $PARA stock sucks"  
[X Link](https://x.com/SayNoToTrading/status/1888046715909063042)  2025-02-08T02:06Z [---] followers, [--] engagements


"@teechongyen Have actually been buying to $NVR this week. Would love to add more $AZO at next drawdown"  
[X Link](https://x.com/SayNoToTrading/status/1888243498186605040)  2025-02-08T15:08Z [----] followers, [---] engagements


"@Quality_stocksA [--] yet I own 14/15 of those. No $WM (prefer $WCN instead)"  
[X Link](https://x.com/SayNoToTrading/status/1888261607438127471)  2025-02-08T16:20Z [---] followers, [---] engagements


"@Mr_Derivatives This is what I notice at the gym the geriatrics are wearing $DECK and $ONON while the high schoolers are wearing $NKE. I think the trend has come full circle. Kids dont want to wear the Hokas that grandpa wears or the On which grandma is sporting"  
[X Link](https://x.com/SayNoToTrading/status/1888433833038766492)  2025-02-09T03:44Z [---] followers, [----] engagements


"A similar but lower tier $AME are exactly my thoughts too. I did listen to entire conference call over one hour long. I think its important to listen not read transcripts as you will miss inflections and nuances in voice otherwise not captured in text. After listening I did like what I hear. I did buy [---] $IEX at $193 on Friday. I dont have high confidence on earnings this year or next but I think the next [--] will be better than the last"  
[X Link](https://x.com/SayNoToTrading/status/1888621303982403609)  2025-02-09T16:09Z [---] followers, [--] engagements


"@DurableCreators There was also an exact [--] year period where $LLY was entirely flat in nominal dollars which of course is huge loser in real. People forget this about pharma names when they are on a winning streak"  
[X Link](https://x.com/SayNoToTrading/status/1888622064380387752)  2025-02-09T16:12Z [---] followers, [--] engagements


"@DefiantLs Until this is fixed just own stocks $TDG $HEI $HEI.B and you can think of gains as partial tax refund (since your tax money is paying for their overpriced parts)"  
[X Link](https://x.com/SayNoToTrading/status/1888626003477680449)  2025-02-09T16:28Z [---] followers, [---] engagements


"@stonkmetal Added to $INTU Friday at $579. This thing always wants to rebound back to $600"  
[X Link](https://x.com/SayNoToTrading/status/1888692809756221669)  2025-02-09T20:53Z [---] followers, [---] engagements


"@StockCompil Lots of debt but Ive built a starter position in $AMTM around $19. First bought at $28 and traded around on way down as to not lose money"  
[X Link](https://x.com/SayNoToTrading/status/1888707807261945897)  2025-02-09T21:53Z [---] followers, [---] engagements


"@qualityequities Own all want more of $FICO $MCO and $MSCI"  
[X Link](https://x.com/SayNoToTrading/status/1888761361494405163)  2025-02-10T01:26Z [---] followers, [---] engagements


"@StockCompil $APH and $FN two related stocks which were good buys on DeepSeek selloff a couple weeks ago. Still interesting here"  
[X Link](https://x.com/SayNoToTrading/status/1889085507692630169)  2025-02-10T22:54Z [---] followers, [--] engagements


"Not sure why this was #1 trending story on Seeking Alpha. Sad but $SHOP should not be blamed for this. That would be like if someone wrote something bad with $MSFT Word and then we blamed Microsoft"  
[X Link](https://x.com/SayNoToTrading/status/1889105119587029359)  2025-02-11T00:12Z [---] followers, [---] engagements


"@_DumbMoneyMoves I thought both $NKE ads were smart. Boosting appeal for female buyers and nothing wrong with that"  
[X Link](https://x.com/SayNoToTrading/status/1889111786953343126)  2025-02-11T00:38Z [---] followers, [--] engagements


"My favorite DOGE casualties are govt contractors focused on IT. Buying the fear in $CACI $BAH $PSN and $SAIC. Environmental contractors like $TTEK and $MEG also attractive"  
[X Link](https://x.com/SayNoToTrading/status/1889406814548271123)  2025-02-11T20:11Z [---] followers, [----] engagements


"@TheLongInvest New Balance"  
[X Link](https://x.com/SayNoToTrading/status/1889411323085332976)  2025-02-11T20:28Z [---] followers, [---] engagements


"As much as I like @MohnishPabrai he is prone to doing 180s on his highest convictions. Think $BABA $TCEHY recently. I wouldn't be surprised to see him change his mind on metallurgical coal $AMR $ARCH and I agree ability to change mind on investments is very important when the facts change but not sure facts changed on Alibaba. Just sentiment changed"  
[X Link](https://x.com/SayNoToTrading/status/1889456788229202330)  2025-02-11T23:29Z [---] followers, [---] engagements


"@DOGE Well glad I'm no longer in $IRM as I'm guessing some vacancy is about to open up there"  
[X Link](https://x.com/SayNoToTrading/status/1889457368150450608)  2025-02-11T23:31Z [----] followers, [---] engagements


"As I said on Feb 1st with initial drop $156 would be good entry for $DECK which we got today. Still downside possibility but at least the somewhat parabolic post election bump has been retraced entirely"  
[X Link](https://x.com/SayNoToTrading/status/1889755860932403503)  2025-02-12T19:18Z [---] followers, [---] engagements


"@leevalueroach $BRKR really And we are back near the $48-49 low of late last year"  
[X Link](https://x.com/SayNoToTrading/status/1890922898820309501)  2025-02-16T00:35Z [----] followers, [--] engagements


"@taobanker Yes this too shall pass but $JBGS is poorly managed. I was in at $13 got out at $17ish because I realized it was mistake to buy shitty management. Thats my main thing against them"  
[X Link](https://x.com/SayNoToTrading/status/1891161206737539529)  2025-02-16T16:22Z [----] followers, [---] engagements


"Yesterday on X all kinds of bearishness on defense names like $HII $LMT $NOC with that headline of proposed 8% cuts. I commented to @JayApted that if we cut here and Europe has to buy more there who do they get it from Their defense aerospace cos are crap. They will need our stuff I see Jay and I are enjoying our HII gains today among others. The even bigger winners today are Germanys $RNMBY Rheinmetall and UKs $BAESY BAE Systems etc. While they can make their munitions and armored vehicles over there they still need the US prime contractors for the most advanced stuff"  
[X Link](https://x.com/SayNoToTrading/status/1891915370237395115)  2025-02-18T18:19Z [---] followers, [---] engagements


"$TOL Toll Brothers earnings are not a great setup for homebuilders and related tomorrow. I did add to $NVR today maybe it will get even cheaper tomorrow. Don't own TOL"  
[X Link](https://x.com/SayNoToTrading/status/1891977114573996365)  2025-02-18T22:24Z [----] followers, [---] engagements


"A lot of people don't realize that over the last [--] years the returns of Danaher $DHR are neck and neck with $AAPL. Founders Steven and Mitchell Rales brothers almost never give interviews and certainly not long form. Since the stock is back in the buy zone I would recommend you listen to this rare 2-hour interview with Mitch Rales. So you know what to expect know that little will be said about Danaher except the early days. Most will be about their art museum and the NFL team they own. Regardless it gives you great insight into how they think and construct a business."  
[X Link](https://x.com/SayNoToTrading/status/1892086444388384782)  2025-02-19T05:38Z [----] followers, [---] engagements


"Just noticed $MCHP Microchip today these high nm and SiC chip names are really moving this week. On March 6th I have on my calendar to sell my [---] highest cost at a loss (this is [--] days after recent buy) and it looks like I might not have to take a loss on that lot after all"  
[X Link](https://x.com/SayNoToTrading/status/1892264409923199252)  2025-02-19T17:26Z [---] followers, [---] engagements


"$URI United Rentals stock definitely interesting today. Last bought [--] shares at $666 on Jan 8th - you can't see it on that chart because it was intraday low. Added another [--] this morning at $699. Name is being weighed down by $TOL weak earnings yesterday PM and today's ugly housing starts. This mid to high $600s has been good support level for almost a year. Keep in mind though homebuilders - including best of breed like $NVR $DHI and $LEN - have taken out [--] week while URI has not. So definitely more downside potential but maybe not. United Rentals is more leveraged to infrastructure"  
[X Link](https://x.com/SayNoToTrading/status/1892289189976428615)  2025-02-19T19:04Z [----] followers, [---] engagements


"Noticed $MOH Molina Healthcare was up big today and not on earnings. The drop in prior days was nonsense but whats interesting here is that $UNH $ELV $CNC are flattish to down during the same [--] days while Molina is +7%. Is $MOH riding $OSCR coattails I havent had time to check but they have a lot of similarities"  
[X Link](https://x.com/SayNoToTrading/status/1892329852197622039)  2025-02-19T21:46Z [----] followers, [----] engagements


"Thursday earnings Im watching ordered from highest to lowest market cap: Pre: $PWR $NBIS $BLDR $EPAM $POOL $UL $LKQ $FCN $COLD Post: $BKNG $MELI $CPRT $VICI $RYAN $FIX $COKE $FND $GLOB $WSC $NVEE"  
[X Link](https://x.com/SayNoToTrading/status/1892451660058022044)  2025-02-20T05:50Z [----] followers, [----] engagements


"$MUSA Murphy USA back in my buy zone. $WMT numbers spooking consumer spending but Im not scared"  
[X Link](https://x.com/SayNoToTrading/status/1892609505097142282)  2025-02-20T16:17Z [----] followers, [---] engagements


"Down $7k in unrealized gains on my $AXON today and it excites me. Why Im hoping for much lower so I can add more. Lets keep this selloff going"  
[X Link](https://x.com/SayNoToTrading/status/1892639201893527877)  2025-02-20T18:15Z [---] followers, [----] engagements


"Bought at least couple hundred $k of $BAH $CACI and $SAIC this morning. Why Because Im masochistic"  
[X Link](https://x.com/SayNoToTrading/status/1892961270099325056)  2025-02-21T15:35Z [---] followers, [---] engagements


"@jonnagap I just looked up minoxidil foam pricing from $COST vs $HIMS and its no match. Costco wins by wide margin. Most people trust Kirkland Signature probably more than Hims. I just cant find compelling reason to buy from them if/when I need these products"  
[X Link](https://x.com/SayNoToTrading/status/1892987310678974571)  2025-02-21T17:18Z [----] followers, [---] engagements


"One of the most important things to do when you set limit orders is to have fun with the numbers. $NVR"  
[X Link](https://x.com/SayNoToTrading/status/1893033686896939037)  2025-02-21T20:22Z [----] followers, [---] engagements


"@themattharbaugh @finding_value_ Still betting on $PAYC and $PCTY having greater gains the next [--] years vs. $ADP"  
[X Link](https://x.com/SayNoToTrading/status/1893438962942796157)  2025-02-22T23:13Z [----] followers, [---] engagements


"@unusual_whales No but its a good time to buy $NVR $DHI $PHM $LEN and $GRBK"  
[X Link](https://x.com/SayNoToTrading/status/1893725171216720012)  2025-02-23T18:10Z [----] followers, [---] engagements


"http://x.com/i/article/1893467971651280898 http://x.com/i/article/1893467971651280898"  
[X Link](https://x.com/SayNoToTrading/status/1893758763309637735)  2025-02-23T20:24Z [---] followers, [----] engagements


"Not saying $HIMS is $TDOC but the chart sure feels like it shifted a few years forward. As with TDOC back then there's just so much retail excitement. No prediction on next price move"  
[X Link](https://x.com/SayNoToTrading/status/1894045346788970865)  2025-02-24T15:22Z [---] followers, [---] engagements


"$TREX vs. $AZEK Trex earnings were yesterday. If you would have invested $10k in Trex in [----] it would be $431k today and that's AFTER the large recent decline. Compare that to $SPY at $51k. AZEK is the closest peer having gone public in [----] during the decking boom. They are more encompassing of weather-resistant building products not just composite decks. More like a mashup of Carlisle $CSL and Trex. Both Trex and Azek are getting over the decking bubble we had coming out of Covid. Even I put in a new TimberTech (Azek) deck at my cottage in [----]. When you look at the ROCE on Trex it's hard"  
[X Link](https://x.com/SayNoToTrading/status/1894463374622183554)  2025-02-25T19:04Z [----] followers, [---] engagements


"In terms of stocks selling off from the data center buildout boom than fear of bust I think the HVAC plays are safest. $AAON and $FIX are my two favs. Excellent long term compounders. These are safer than solely construction focused like $EME or data center specific like $VRT"  
[X Link](https://x.com/SayNoToTrading/status/1894477242765602834)  2025-02-25T19:59Z [---] followers, [----] engagements


"$CAVA earnings not bad but what do you expect As I continue to say need $40s to $60s to average up. Might consider $70s"  
[X Link](https://x.com/SayNoToTrading/status/1894496640033329571)  2025-02-25T21:16Z [---] followers, [----] engagements


"@elerianm More fuel to boost housing stocks which had their worst 4-month run since [----]. Turn may have started today with $HD earnings. $ITB $NVR $DHI $LEN $TOL $PHM"  
[X Link](https://x.com/SayNoToTrading/status/1894522719661850676)  2025-02-25T22:59Z [----] followers, [----] engagements


"Is it bad for me to say I like $MRVL more than $NVDA at their respective prices Yes I get the valuation disparities. No I don't think it's a mini $AVGO but it's got a lot of interesting IP"  
[X Link](https://x.com/SayNoToTrading/status/1894774635214029234)  2025-02-26T15:40Z [---] followers, [----] engagements


"With earnings today who was ballsy enough to buy $SNPS Synopsys on yesterday's drop to $457 to $462 It's back to $473 now. I'm not that ballsy though - these were to rotate out of my highest cost lots at $468 to $479. $SNPS earnings matter little relative to $NVDA earnings. That is what will dictate direction tomorrow"  
[X Link](https://x.com/SayNoToTrading/status/1894776415826198632)  2025-02-26T15:47Z [---] followers, [---] engagements


"@MichaelGielkens Lets make the next milestone for $CSU.TO be 5k USD"  
[X Link](https://x.com/SayNoToTrading/status/1894786767322337464)  2025-02-26T16:29Z [----] followers, [---] engagements


"The latest reason for health insurers selling off after a nice rebound yesterday. Still waiting on Centene $CNC to breach my $55.50 shares from Dec to buy more. For Elevance $ELV need $360s to buy more. $UNH I am monitoring a lot of moving parts with that one. Still far above my [---] shares at $437 from [----] which was an intraday low for the year. $MOH Molina I'm in at $267 but it has been as low as $260 within past two weeks. The +/-$15 daily moves on it this week have been a bit bi-polar. $CVS I'm not touching. Already learnt my lessons from holding it for a decade. Now if they spun-off"  
[X Link](https://x.com/SayNoToTrading/status/1894822042798825637)  2025-02-26T18:49Z [---] followers, [---] engagements


"Badger Meter $BMI only looks like a buy on a [--] month chart not longer duration. Would love a good selloff to add more. It is post earnings so no company specific news on horizon"  
[X Link](https://x.com/SayNoToTrading/status/1894828799549940001)  2025-02-26T19:16Z [----] followers, [---] engagements


"Wasnt planning on adding some $GOOG $GOOGL today but why the hell not"  
[X Link](https://x.com/SayNoToTrading/status/1894834935137284471)  2025-02-26T19:40Z [---] followers, [---] engagements


"@StockMKTNewz Well even $MCD might be too expensive these days if $NVDA misses"  
[X Link](https://x.com/SayNoToTrading/status/1894848666592256037)  2025-02-26T20:35Z [---] followers, [---] engagements


"@StockCompil You do know $NARI got bought by $SYK right"  
[X Link](https://x.com/SayNoToTrading/status/1894849056335372396)  2025-02-26T20:36Z [---] followers, [--] engagements


"@LibertyRPF Not happy about this. I'm always rooting for a $HEI $HEI.A earnings disappointment selloff so I can buy more"  
[X Link](https://x.com/SayNoToTrading/status/1894986410769416577)  2025-02-27T05:42Z [---] followers, [---] engagements


"@WagieCapital I did too. It's time to get out of not just $UNM but similar $LNC and $PRU as life insurance not working so well. Actuaries messed up"  
[X Link](https://x.com/SayNoToTrading/status/1895207986781696285)  2025-02-27T20:22Z [---] followers, [--] engagements


"@tunguz My contacts Rx hasn't changed in at least [--] years so why is my Rx only good for [--] months Plus a contact lens "fitting fee" in addition to exam even though brand is same today as [--] years ago; $JNJ. Such a scam"  
[X Link](https://x.com/SayNoToTrading/status/1895208285319635294)  2025-02-27T20:24Z [---] followers, [----] engagements


"@patientinvestt $CEG is a new creation. Trust me you may not say "NEVER sell" if we go through a GFC or even something half as bad"  
[X Link](https://x.com/SayNoToTrading/status/1895208797876166996)  2025-02-27T20:26Z [---] followers, [---] engagements


"@PauloCostaSil10 $ONON over $DECK here"  
[X Link](https://x.com/SayNoToTrading/status/1895209528813330759)  2025-02-27T20:28Z [---] followers, [---] engagements


"On days like today for my shopping list just pull up $SMH and pick through the holdings I like. Let's see so far. $SNPS after unloading highest cost shares after earnings yesterday at $477.98-$483.50 (that was before $NVDA reported). $MRVL NOT doing more $AMD I would buy $ON if I didn't already have [---] from that $46 intraday low a few weeks ago. Maybe we hit it again"  
[X Link](https://x.com/SayNoToTrading/status/1895210411760427407)  2025-02-27T20:32Z [---] followers, [---] engagements


"Very possible I will do a million $ in $MSFT volume today before the bell. Yes I unloaded high cost up to $405 this AM at the top now buying down to $393 maybe lower"  
[X Link](https://x.com/SayNoToTrading/status/1895211048631980231)  2025-02-27T20:34Z [---] followers, [---] engagements


"Ok I know I said Ill wait for $12-14 to average up but given $RKLB earnings and Neutron [----] timeline continues I think I am allowed to nibble. So [-----] shares at $3.59 and [---] at $16.90. Average is still $4"  
[X Link](https://x.com/SayNoToTrading/status/1895252983589605510)  2025-02-27T23:21Z [---] followers, [---] engagements


"I saw it at $95 afterhours what did it end at afterhours Yeah that was my concern as I had mentioned a week or so about $ICFI as it's solid company but seems most prone to DOGE risk. I only have [---] shares which are underwater. I had more but sold those off at just above breakeven a week ago once I analyzed their revenue breakdown in-depth. Might make sense to tax loss and rotate more into $BAH $CACI $SAIC etc"  
[X Link](https://x.com/SayNoToTrading/status/1895281364557345224)  2025-02-28T01:14Z [---] followers, [--] engagements


"@orrdavid When I look at the R2K list ordered by market cap largest to smallest these are the first [--] I like a lot: $FIX $COKE $APPF $ENSG $FN $CWST $UFPI $AAON $PSN $BMI"  
[X Link](https://x.com/SayNoToTrading/status/1895348555776471379)  2025-02-28T05:41Z [---] followers, [---] engagements


"$PSN is old and respected company recently public (6 years). Setting that one aside all of these have trounced S&P the last 10-20 years. Not sure what metrics youre looking at you mention ROCE I never look at that in isolation from ROA and ROE. Because I just posted on it today look at my post on $AAON"  
[X Link](https://x.com/SayNoToTrading/status/1895356127845720530)  2025-02-28T06:11Z [---] followers, [---] engagements


"Since it was only [---] shares I did sell my $RKLB from AH yesterday for a quick 15%. Nothing to do with anything other then unloading a bunch of nibbles like this from yesterday. Dry powder. With retail (and therefore margin) risk to Rocket Lab I'm still hoping for a better entry to build off my 20k shares at $3.59. I'm loving the Flatellite news"  
[X Link](https://x.com/SayNoToTrading/status/1895503482389721208)  2025-02-28T15:57Z [---] followers, [---] engagements


"Did about $1.4M in $MSFT volume between today and yesterday. This is what I'm sitting on in that account (have old existing Microsoft holding in another account). In this bunch still have shares as high as $398 to unload so a ways to go to make this work. Lowest cost are [---] at $388 this morning of which I could have done better if I wasn't just waking up"  
[X Link](https://x.com/SayNoToTrading/status/1895504438699385009)  2025-02-28T16:00Z [---] followers, [---] engagements


"@JayApted Thanks. Given your background out of all the DOGE casualties how would you order them for conviction taking into account both quality and valuation In other words paying a bit more for quality better than great price on a B or C grade company"  
[X Link](https://x.com/SayNoToTrading/status/1895506598690488748)  2025-02-28T16:09Z [---] followers, [---] engagements


"@PauloCostaSil10 @hoka @on_running Own $DECK and $ONON but hate both personally. New Balance for me"  
[X Link](https://x.com/SayNoToTrading/status/1895511562217210145)  2025-02-28T16:29Z [---] followers, [---] engagements


"Always pay attention to what's up in down markets especially when peers in same sector are down. I have a tracking position in Datadog $DDOG I bought on the August 5th Japanese Yen fallout (I added to and bought about [--] names that very day). I like a shotgun approach during panics. What I found interesting is DDOG was green all day yesterday. Not much but anything is noteworthy in yesterday's market. I had added [--] shares the day before and even those stayed green. I have been very skeptical and dismissive of this company hyped during Covid bubble. I haven't dug deep into it in a couple"  
[X Link](https://x.com/SayNoToTrading/status/1895514009417515449)  2025-02-28T16:38Z [---] followers, [---] engagements


"@jimcramer Why aren't those boxes on top of the kennel $CHWY"  
[X Link](https://x.com/SayNoToTrading/status/1895551139728465942)  2025-02-28T19:06Z [---] followers, [---] engagements


"$NBIS is one I follow but Yandex re-branded meme stock. I'm staying away when so much quality is on sale. I can tell you here in the states a lot of investors are/were pro Trump but sick of the drama he is creating and having second thoughts even if he is doing the right thing"  
[X Link](https://x.com/SayNoToTrading/status/1895557219435123125)  2025-02-28T19:30Z [---] followers, [---] engagements


"@StockSavvyShay Bullish for $TSM maybe"  
[X Link](https://x.com/SayNoToTrading/status/1895557475581276208)  2025-02-28T19:31Z [---] followers, [---] engagements


"Thanks for sharing. From my novice mindset in this space my ranking of those would be similar. Difference is I was thinking: $CACI and $BAHA as [--] and [--]. $AMTM gets further down only because new spinoff. Obviously not new otherwise but still people don't know name and no stand-alone history. I know it's not exactly your wheelhouse but related. you follow $PSN Another high quality name suffering from DOGE attack"  
[X Link](https://x.com/SayNoToTrading/status/1895560212612055450)  2025-02-28T19:42Z [---] followers, [---] engagements


"Good thing I have no vacations planned. Was in South Africa right after Trump took office in [----] never heard the end of it from you Europeans Investment related this is a thesis albeit risky one; somethings gotta give with Trump-Musk marriage DOGE and so forth. As soon as cracks form many sold-off names should bounce"  
[X Link](https://x.com/SayNoToTrading/status/1895561067696423284)  2025-02-28T19:45Z [---] followers, [--] engagements


"Still feeling $MSFT over $GOOG here. $GOOG at $155-160 (and $GOOGL 1-2 bucks lower) would make it a closer match"  
[X Link](https://x.com/SayNoToTrading/status/1895562513447895152)  2025-02-28T19:51Z [---] followers, [---] engagements


"When the likes of $NOVA $HUT and $PLUG are considered major earnings for Monday AM you know we are very late in the season. At least a sigh of relief for there being no earnings inflicted earthquakes at Monday's open. #earnings for the week of March [--] [----] https://t.co/hLn2sKQhEY $AVGO $MRVL $CRWD $NOV $RGTI $CRDO $BBAI $TGT $JD $SMR $OKTA $ANF $GTLB $ASTS $ZS $HUT $COST $PLUG $MDB $GAP $CBRL $BBY $TGTX $SE $SERV $HPE $ADMA $AZO $VEEV $IOT $KR $GCT $STEM $PSFE $EVGO $DCTH $JWN $BJ $FL $VSCO https://t.co/psHcyxa88u #earnings for the week of March [--] [----] https://t.co/hLn2sKQhEY $AVGO $MRVL"  
[X Link](https://x.com/SayNoToTrading/status/1895565847638523938)  2025-02-28T20:04Z [---] followers, [---] engagements


"@FluentInQuality Neither at current valuations (for new buys). Prefer picks and shovels fab [--] $AMAT $LRCX $ASML $KLAC $TOELF and the EDA duopoly $SNPS and $CDNS"  
[X Link](https://x.com/SayNoToTrading/status/1895588622516281783)  2025-02-28T21:35Z [----] followers, [---] engagements


"@JayApted I almost put in a cute order at $77.77 today but decided to wait. I want this to settle out given my low conviction on $ICFI vs. higher quality peers"  
[X Link](https://x.com/SayNoToTrading/status/1895591433480053087)  2025-02-28T21:46Z [---] followers, [--] engagements


"@Barchart Will $TGT bounce Yes. Will you be glad you bought here and owned it in ten years Nope"  
[X Link](https://x.com/SayNoToTrading/status/1895606161921229072)  2025-02-28T22:45Z [---] followers, [--] engagements


"@HolySmokas $FICO as -30% would be around $1300"  
[X Link](https://x.com/SayNoToTrading/status/1895641945776832709)  2025-03-01T01:07Z [---] followers, [----] engagements


"@EXP_Philosopher $TEM is just pumped because of Nancy. Not interested as long as that is happening. $NTLA tracking position only. No on $RXRX because of $NVDA hype boosting it"  
[X Link](https://x.com/SayNoToTrading/status/1895889635827654866)  2025-03-01T17:31Z [---] followers, [---] engagements


"@fyee0308 It was Fridays WSJ article which ranked $BAH and peers. This will just correlate with DOGE headlines for now"  
[X Link](https://x.com/SayNoToTrading/status/1895889908977582144)  2025-03-01T17:32Z [---] followers, [--] engagements


"@vijaysanatanii Thanks for feedback. That was my conclusion too a couple years ago. Its why I didnt buy New Relic when public and why Ive never been into $DT"  
[X Link](https://x.com/SayNoToTrading/status/1895890144718438566)  2025-03-01T17:33Z [---] followers, [--] engagements


"@JaguarAnalytics Isnt $CBZ mostly accounting Are they even exposed"  
[X Link](https://x.com/SayNoToTrading/status/1895999177123115514)  2025-03-02T00:46Z [---] followers, [--] engagements


"@teslaownersSV @elonmusk If Grok is so smart then why is your verified son following me You brag about insanely real images but arent able to stop a verified bot of your son Verification is a grift on par with USAID and dead people on Social Security"  
[X Link](https://x.com/SayNoToTrading/status/1896087001159565484)  2025-03-02T06:35Z [---] followers, [--] engagements


"@sarahcstock Yeah I was just bitching on here about verified Elon Musk son trying to add me. This verification is such a grift"  
[X Link](https://x.com/SayNoToTrading/status/1896090960058348020)  2025-03-02T06:51Z [---] followers, [--] engagements


"@Quality_stocksA Buying $WM $WCN $RSG half-way between their [--] week high and low has proven to be a good approach if you don't want to wait for a market correction or crash. These are buy and forget once you get them at a good price"  
[X Link](https://x.com/SayNoToTrading/status/1896210396022972599)  2025-03-02T14:46Z [---] followers, [---] engagements


"$TTD The Trade Desk stock has become buyable for me. A classic Covid bubble stock I stayed on the sidelines until the bust in [----] where I scooped some up in the $40s. For the first time since I have been adding a little post earnings plunge including as recently as [---] shares on Friday. I emphasize a little because valuation today is only cheap relative to historical. With 80% gross margins the argument has always been that $TTD could actually have a respectable PE if they decided to optimize for profit over growth. Of course they all say that which is why I am only a cautious buy. This is"  
[X Link](https://x.com/SayNoToTrading/status/1896215224258326702)  2025-03-02T15:05Z [---] followers, [----] engagements


"Should you buy $CRWD Crowdstrike here One of the most successful investment tips I can give you is to say "NO" as often as possible. Be like that person who objects to doing anything fun only do it with your investments. It's better to miss the boat on a name like $CRWD then it is to suffer a 40% decline in price from today's levels. Opportunities will come. Maybe it won't be 40% like we had this summer (or worse) but 20% dips are practically guaranteed if you wait long enough. I missed the boat on Crowdstike and only have [--] shares I bought last year for $201 on the Aug 5th JPY Yen fallout"  
[X Link](https://x.com/SayNoToTrading/status/1896234293401416078)  2025-03-02T16:21Z [---] followers, [----] engagements


"@charliebilello Everyone talks about mortgage rates but fails to address the absurdity for people who own free and clear. Think retired and elderly they're most impacted. No mortgage but insurance rates up 200% in [--] years and property taxes doubling"  
[X Link](https://x.com/SayNoToTrading/status/1896235439117496692)  2025-03-02T16:25Z [---] followers, [---] engagements


"@European_DGI Will be watching Ashtead earnings $ASHTY $ASHTF but with dip in United Rentals $URI I favor it more right now. Once Ashtead becomes Sunbelt Rentals with the name change and moves to US for primary exchange I may feel differently about $AHT.L"  
[X Link](https://x.com/SayNoToTrading/status/1896238505489252353)  2025-03-02T16:37Z [----] followers, [---] engagements


"@TheTranscript_ Last $CPRT add was August at $48. Ironically FSD and quasi-FSD will make the totaling of vehicles more common not less common. Fewer accident but even fender benders begin to become too expensive to fix. Theyre fragile computers on wheels which benefits Copart"  
[X Link](https://x.com/SayNoToTrading/status/1896239678132785252)  2025-03-02T16:42Z [---] followers, [--] engagements


"@doodlestein Typical problem of making a CFO a CEO right Btw I did listen to 2/3rds of that podcast Friday thanks for sharing website link as I couldnt find it on streaming services"  
[X Link](https://x.com/SayNoToTrading/status/1896271796229521513)  2025-03-02T18:50Z [----] followers, [---] engagements


"@long_equity Great summary. I actually added [---] shares of $AMAT on Friday"  
[X Link](https://x.com/SayNoToTrading/status/1896289604418039960)  2025-03-02T20:00Z [---] followers, [---] engagements


"@long_equity Yet another I added to on Friday +50 shares. Whenever $CDNS gets to $245-248 for me its usually a buy. Strong level of support for almost a year"  
[X Link](https://x.com/SayNoToTrading/status/1896290048557134177)  2025-03-02T20:02Z [---] followers, [---] engagements


"@fyee0308 Im waiting in $DSGX earnings from memory I believe they are March 6th"  
[X Link](https://x.com/SayNoToTrading/status/1896293521814122855)  2025-03-02T20:16Z [---] followers, [--] engagements


"I was asked for my take on $XYZ Block but I'm going to also bring up $PYPL Paypal and $TOST Toast because they are related. My biggest problem with $XYZ is Dorsey who lacks focus. As someone with a background in payments space I was shocked at the wasteful deal for Afterpay a buy now pay later (BNPL) service. Did he buy Tidal to buy friendship with Jay-Z Square was revolutionary 15+ years ago and has not kept pace. CashApp $PYPL Venmo Zelle is the ranking now for p2p. Block's crypto focus is out of focus. Here's how I think of the [--]. Feel free to convince me otherwise. $XYZ - I admit"  
[X Link](https://x.com/SayNoToTrading/status/1896303031395942470)  2025-03-02T20:54Z [----] followers, [----] engagements


"@JaguarAnalytics Watched during breakfast. Buffett is smart to not say anything to get him / $BRK.A $BRK.B in trouble. See how he answered that DOGE question"  
[X Link](https://x.com/SayNoToTrading/status/1896346639385960499)  2025-03-02T23:47Z [---] followers, [---] engagements


"@DurableCreators I tend to agree on that but no verdict yet until we go through another cycle. I still think $ENTG is good value here"  
[X Link](https://x.com/SayNoToTrading/status/1896574959683875205)  2025-03-03T14:54Z [----] followers, [---] engagements


"$AVGO earnings date is Thursday March 6th after close. Probably the most anticipated name this week. Those who have been investing a while remember Valeant Pharmaceuticals and the only difference between VRX and Broadcom has been luck and management. High debt rollup operator. Buy 'em out jack up the prices skimp R&D. Rinse and repeat. One company did it with drugs the other did it with semiconductors. This works until it doesn't. Obviously I was wrong in worrying about Hock Tan being able to pull it off. Even VM Ware is looking better than anyone expected. I got burned on VRX a decade ago"  
[X Link](https://x.com/SayNoToTrading/status/1896579819615535194)  2025-03-03T15:14Z [---] followers, [----] engagements


"@EXP_Philosopher All of them could be disrupted. I don't like $DLO. The story on $WISE founding and how it works is fascinating but have never felt desire to buy the stock"  
[X Link](https://x.com/SayNoToTrading/status/1896582245730926752)  2025-03-03T15:23Z [---] followers, [---] engagements


"@vijaysanatanii Not for me. I prefer the fab equip companies and EDA software. Safer way to invest in $TSM growth"  
[X Link](https://x.com/SayNoToTrading/status/1896601344326402304)  2025-03-03T16:39Z [---] followers, [---] engagements


"@patientinvestt $CEG is not generational buying opportunity. You must be new to utilities"  
[X Link](https://x.com/SayNoToTrading/status/1896697149142036850)  2025-03-03T23:00Z [---] followers, [----] engagements


"$URI United Rentals stock either bounces or slices through 1-year lows. Im betting on a bounce"  
[X Link](https://x.com/SayNoToTrading/status/1896697962287493560)  2025-03-03T23:03Z [----] followers, [---] engagements


"$UI Ubiquiti stock who follows it closely I was originally made aware of the company around [----]. My house was Crestron everything and a friend in IT couldn't stop praising $UI and how I should switch (but I wasn't about to yank out $400k of new Crestron equip and programming). It's a fascinating quasi-private company. Robert Pera founder and CEO owns approximately 93% of the company's outstanding shares As a shareholder I am just along for the ride. I didn't buy until the Covid bubble in this name deflated. Ubiquiti specializes in high-performance networking and wireless solutions from"  
[X Link](https://x.com/SayNoToTrading/status/1896701370922938390)  2025-03-03T23:17Z [----] followers, [--] engagements


"@DividendDude_X $AXP Centurion Biz is the only one people get because you can write off the fee vs. personal version. In other words no clout with the biz card. Id take dividends over either card"  
[X Link](https://x.com/SayNoToTrading/status/1896701527441707327)  2025-03-03T23:17Z [---] followers, [---] engagements


"@taobanker I actually added [---] $ALGN today"  
[X Link](https://x.com/SayNoToTrading/status/1896718024113353169)  2025-03-04T00:23Z [----] followers, [---] engagements


"GitLab $GTLB earnings out and they're fantastic - see charts (admittedly copied I do not have FinChat sub). This is why $MSFT GitHub is no substitute for $GTLB: GitLab and GitHub may both host code but GitLab is a full DevOps platform with built-in CI/CD security and project management. Unlike GitHub GitLab offers self-hosting giving companies full control over their data and workflows. Industries like finance government and healthcare rely on GitLab for security compliance and automation. For teams that need offsite hosting and complete DevOps in one place GitLab is the stronger choice. For"  
[X Link](https://x.com/SayNoToTrading/status/1896729656507924543)  2025-03-04T01:09Z [---] followers, [---] engagements


"@CapStructKing @taobanker Indeed. There really isnt any alternative to $ALGN for anything other than the simplest cases. But as with many big purchases its financing thing"  
[X Link](https://x.com/SayNoToTrading/status/1896738518048841750)  2025-03-04T01:44Z [----] followers, [---] engagements


"Donald you're giving me way too much to sort through today on this daily loser's list So far today have spent a few hundred thou buying $AAON $ALGN $AMZN $APH $BLD $CDNS $CLH $DECK $EME $ETN $HUBB $IEX $FIX $LOAR $MCO $MRVL $MSFT $ODFL $SNPS $TSLA $URI"  
[X Link](https://x.com/SayNoToTrading/status/1896953246935404796)  2025-03-04T15:57Z [----] followers, [----] engagements


"@JayApted A pleasant surprise to have one of my higher cost lots of $CACI unload today after going green. Still haven't added $ICFI yet but convince me otherwise on their revenue breakdown vs. DOGE risk I may be wrong"  
[X Link](https://x.com/SayNoToTrading/status/1896960362475573255)  2025-03-04T16:26Z [---] followers, [---] engagements


"I love a good selloff so much I even color coordinated my breakfast today to celebrate all the red with @3wishescereal. Thanks Mr. Market for the $1M+ in great buys on $CDNS $SNPS $MSFT $AMZN $URI $ALGN $TSLA $NVDA $DECK $FIX $MRVL $ODFL $PWR and all the others I posted about a few hours ago and yesterday. Have already unloaded 1/4 of highest cost lots on this rebound"  
[X Link](https://x.com/SayNoToTrading/status/1897002305482055792)  2025-03-04T19:12Z [----] followers, [---] engagements


"$AAON was among the easiest +8% gains today. $MSFT at $382 was the easiest buy for low risk/low reward. Dont say I didnt tell you all"  
[X Link](https://x.com/SayNoToTrading/status/1897012524786327607)  2025-03-04T19:53Z [----] followers, [---] engagements


"DOGE will kill the govt contractors Oh really $CACI $SAIC $BAH got so bad it was good. Theyre not going away folks"  
[X Link](https://x.com/SayNoToTrading/status/1897015773304103031)  2025-03-04T20:06Z [----] followers, [---] engagements


"@PauloCostaSil10 My view as earnings come in. No worries will review when my hands and feet are free once again"  
[X Link](https://x.com/SayNoToTrading/status/1897037289378996475)  2025-03-04T21:31Z [---] followers, [--] engagements


"Stockholm-listed Lifco $LIFCO $LFCBY $LFABF is very similar to Warsaw-listed Dino Polska I wrote about a couple days ago. No not their businesses but rather the recent investor excitement. US ADRs weren't even available 'til barely a year ago for $LFCBY and the "F" shares $LFABF. Lifco is a Swedish investment company that acquires and develops niche market-leading businesses with a decentralized long-term approach. It operates across three segments; Dental Demolition & Tools and Systems Solutions. Focus is on profitability independence and steady compounding growth. As you probably know"  
[X Link](https://x.com/SayNoToTrading/status/1897047149785047279)  2025-03-04T22:11Z [----] followers, [---] engagements


"@StockMKTNewz Because $SNPS and $CDNS are better risk/reward here that's why. And in terms of fabless AI semis $NVDA at $110 may be better risk/reward than $AMD at $100. So much indexing and passive buying of NVDA which you won't get with retail fav AMD"  
[X Link](https://x.com/SayNoToTrading/status/1897061790271594825)  2025-03-04T23:09Z [---] followers, [----] engagements


"@charliebilello $FART is definitely approaching strong buy territory"  
[X Link](https://x.com/SayNoToTrading/status/1897064964176928912)  2025-03-04T23:21Z [---] followers, [---] engagements


"Want to read the tea leaves on $MRVL earnings tomorrow Listen to $AMZN Jassy in this Bloomberg interview from a few days ago. They use Marvell for their ASIC chips. https://youtu.be/qyjJo85oJ20 https://youtu.be/qyjJo85oJ20"  
[X Link](https://x.com/SayNoToTrading/status/1897100222645571789)  2025-03-05T01:41Z [---] followers, [----] engagements


"$MDB MongoDB earnings date is tomorrow the 5th after close. I remember [--] years ago when some software devs were telling me to go to NoSQL and use Mongo I just hated it. I like my organized MySQL tables not some nonsense where you can just shove info in anywhere you want. But guess what I'm not a coder. Coders are lazy. NoSQL = preferred by coders. Because they're lazy. It's the rest of us who want the tables. Databases are so damn sticky it's why $ORCL is where it is. Last year I averaged up with +100 shares of $MDB at $233 with $145 being last buy before that. No strong opinion on $MDB"  
[X Link](https://x.com/SayNoToTrading/status/1897121892261331382)  2025-03-05T03:08Z [----] followers, [----] engagements


"Gold $GLD is a terrible long term investment but that doesn't mean you should avoid exposure in certain forms. Contrary to what many believe element [--] does NOT keep pace with inflation over many decades. ETFs like $GLD $IAU $GLDM $SGOL and $IAUM weren't around in the 1980s but even if they were the math on their returns would be even worse than what I'm about to tell you due to their expense ratios. The chart below is outdated a couple years old and only since its publishing has the inflation-adjusted gold exceeded its [----] peak. That means you would have had to wait about [--] years to just"  
[X Link](https://x.com/SayNoToTrading/status/1897303840866885857)  2025-03-05T15:11Z [----] followers, [---] engagements


"@valuedontlie Sit down restaurants are so boom-bust and subject to trends I won't touch them. Fast casual and junk food staples like $DPZ and $MCD I'm fine with"  
[X Link](https://x.com/SayNoToTrading/status/1897310493494423776)  2025-03-05T15:37Z [---] followers, [---] engagements


"Abercrombie & Fitch $ANF stock earning and it's down 15% today. How many other millennials here would never touch the stock because were are traumatized from it being revived from our middle and high school days I have zero interest in $ANF stock but here's a fun fact it was one of the very first stocks I bought about [--] years ago in 6th or 7th grade. I remember I bought for $6-8 and sold for $24 or something like that. This was with my whopping $500 brokerage account the minimum required which I had saved up. That is the age you should be for predicting fashion trends. Don't even try once"  
[X Link](https://x.com/SayNoToTrading/status/1897316283496194210)  2025-03-05T16:00Z [---] followers, [---] engagements


"@unusual_whales Hmm another reason to like $HII today"  
[X Link](https://x.com/SayNoToTrading/status/1897323633665827066)  2025-03-05T16:29Z [---] followers, [---] engagements


"@FishtownCap @taobanker But would you want to $CPB changes for the worst. My favorite off shelf sauce is Frik and Frak check them out"  
[X Link](https://x.com/SayNoToTrading/status/1897324007114072542)  2025-03-05T16:31Z [---] followers, [--] engagements


"Gold royalty & streaming companies like $TFPM $FNV $RGLD $SAND and $OR dont minethey fund miners in exchange for an ongoing cut of revenue (not profit). Lower Risk: No mining headaches just cash flow. Diverse Exposure: Multiple mines less risk. Miners Problem: When gold prices rise with inflation so do their input costs often canceling out gains. Royalty and Streamers Win: Contracts typically based on fixed % of revenue so inflation and cost overruns don't affect them. Why own gold Not for inflation but geopolitical insurance. For me that's only 1-2% exposure via the stocks below. Not looking"  
[X Link](https://x.com/SayNoToTrading/status/1897336305010516156)  2025-03-05T17:20Z [---] followers, [---] engagements


"How do you know the market has bottomed short term When someone throws away their bull/bear artwork and puts it in the trash/free area at curb. Took this pic while walking dog yesterday during the lows when $DIA was down [----] pts in [--] days and $QQQ was 10% from recent highs. Capitulation and despair is a great bullish indicator"  
[X Link](https://x.com/SayNoToTrading/status/1897354361107570891)  2025-03-05T18:31Z [---] followers, [---] engagements


"This move isn't over - now +17% in [--] days on $AAON and $MSFT at $398 (from $382 yesterday). Not saying these won't partially revert but even on only a very moderate timeframe very bullish on both"  
[X Link](https://x.com/SayNoToTrading/status/1897364366296801485)  2025-03-05T19:11Z [---] followers, [---] engagements


"$MP MP Materials became somewhat of a meme stock but has a fascinating history. They resurrected Mountain Pass the only rare earth mine in the US after it was left for dead. Once the worlds top rare earth supplier Mountain Pass collapsed in the early 00s due to China undercutting prices and environmental issues. It went bankrupt again in [----] under Molycorp but in [----] a group of investors including a former hedge fund trader and a Chinese partner bought it for just $20.5M - a steal compared to Molycorps peak $6B valuation. $MP went public in [----] and is now crucial to reducing US dependence"  
[X Link](https://x.com/SayNoToTrading/status/1897377828292984994)  2025-03-05T20:05Z [---] followers, [---] engagements


"$MRVL earnings not spicy enough. Waiting on call. Nibbled twice after hours [--] shares each but Im going to wait this out. Always skeptical of 3-day rule but might apply to Marvell here. Unless guidance on call as Jensen would say is insane. People will be skittish going into $AVGO print tomorrow"  
[X Link](https://x.com/SayNoToTrading/status/1897404819490660601)  2025-03-05T21:52Z [---] followers, [---] engagements


"@OfPac21713 $MRVL is bet on $AMZN. Keep in mind change from networking to data center see chart. $AMD is still in x86 land for most part"  
[X Link](https://x.com/SayNoToTrading/status/1897415452814606455)  2025-03-05T22:34Z [----] followers, [---] engagements


"$LB LandBridge earnings were this afternoon but is it worth chasing up here As someone who has followed $TPL for over [--] years I can tell you that you should remain patient. Great long term model with $LB but a lot of data center/AI excitement built into price. Wouldn't you rather buy it when its despair IPO was just last year"  
[X Link](https://x.com/SayNoToTrading/status/1897439987617992716)  2025-03-06T00:12Z [----] followers, [----] engagements


"@MichaelGielkens New one is $LOAR similar to $HEI and $TDG. High quality management track record in public TBD as it was recent IPO"  
[X Link](https://x.com/SayNoToTrading/status/1897444331293958188)  2025-03-06T00:29Z [---] followers, [---] engagements

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