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# ![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1727355254549692416.png) @SoJustFollowMe Denistratos

Denistratos posts on X about asml, $asml, $googl, amzn the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1727355254549692416/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1727355254549692416/c:line/m:interactions.svg)

- X Week XXXXXX +102%
- X Month XXXXXXX +242%

### Mentions: XX [#](/creator/twitter::1727355254549692416/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1727355254549692416/c:line/m:posts_active.svg)

- X Week XXX +28%
- X Month XXX +124%

### Followers: XXX [#](/creator/twitter::1727355254549692416/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1727355254549692416/c:line/m:followers.svg)

- X Week XXX +52%
- X Month XXX +154%

### CreatorRank: XXXXXXX [#](/creator/twitter::1727355254549692416/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1727355254549692416/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1727355254549692416/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #4927 [finance](/list/finance)  XXXX% [exchanges](/list/exchanges)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [currencies](/list/currencies)  XXXX% [luxury brands](/list/luxury-brands)  XXXX%

**Social topic influence**
[asml](/topic/asml) #17, [$asml](/topic/$asml) #12, [$googl](/topic/$googl) #1162, [amzn](/topic/amzn) #282, [$amd](/topic/$amd) #66, [$amzn](/topic/$amzn) #41, [nvda](/topic/nvda) #115, [$nvda](/topic/$nvda) #306, [meta](/topic/meta) #2480, [$meta](/topic/$meta) #37

**Top accounts mentioned or mentioned by**
[@tacticzh](/creator/undefined) [@longoption](/creator/undefined) [@mmoney642](/creator/undefined) [@yodastockinvest](/creator/undefined) [@holysmokas](/creator/undefined) [@nataninvesting](/creator/undefined) [@ashton1nvests](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@cyclesfan](/creator/undefined) [@alc2022](/creator/undefined) [@michaelzero10](/creator/undefined) [@deepicevalue](/creator/undefined) [@rhg1313](/creator/undefined) [@investchameleon](/creator/undefined) [@thelongaj](/creator/undefined) [@swill655](/creator/undefined) [@shawn_goering](/creator/undefined) [@thexcapitalist](/creator/undefined) [@dividenddudex](/creator/undefined) [@amhaines](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Eli Lilly and Company (LLY)](/topic/$lly) [Adobe, Inc. (ADBE)](/topic/$adbe) [Apple, Inc. (AAPL)](/topic/$aapl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Netflix Inc (NFLX)](/topic/$nflx) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Docusign Inc (DOCU)](/topic/$docu) [Palantir (PLTR)](/topic/$pltr) [Oracle Corporation (ORCL)](/topic/$orcl) [Novo-Nordisk (NVO)](/topic/$nvo) [Copart, Inc. (CPRT)](/topic/$cprt) [JPMorgan Chase (JPM)](/topic/$jpm) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Arista Networks Inc (ANET)](/topic/$anet) [Dash (DASH)](/topic/$dash) [Synopsys, Inc. (SNPS)](/topic/$snps) [Microsoft Corp. (MSFT)](/topic/$msft) [Spotify Technology (SPOT)](/topic/$spot) [Spacemesh (SMH)](/topic/$smh) [Solana (SOL)](/topic/$sol) [Morgan Stanley (MS)](/topic/$ms) [Litecoin (LTC)](/topic/$ltc) [Mario Coin (COIN)](/topic/$coin) [Roblox, Corp. (RBLX)](/topic/$rblx) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [XRP (XRP)](/topic/$xrp) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [First Solar, Inc. (FSLR)](/topic/$fslr) [Moderna Inc (MRNA)](/topic/$mrna) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Halliburton Company (HAL)](/topic/$hal) [Autodesk Inc (ADSK)](/topic/$adsk) [Alien Base (ALB)](/topic/$alb) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Align Technology, Inc. (ALGN)](/topic/$algn) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Royal Caribbean Cruises Ltd (RCL)](/topic/$rcl) [CYCLEAN (CCL)](/topic/$ccl) [Nike Inc (NKE)](/topic/$nke) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [Centene Corp (CNC)](/topic/$cnc) [Elevance Health Inc (ELV)](/topic/$elv) [EQT, Corp. (EQT)](/topic/$eqt) [Uber Technologies, Inc. (UBER)](/topic/$uber) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Toncoin (TON)](/topic/$ton) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Cameco Corporation (CCJ)](/topic/$ccj) [GE Vernova Inc. (GEV)](/topic/$gev) [Fortinet Inc (FTNT)](/topic/$ftnt) [AES, Corp. (AES)](/topic/$aes) [Schlumberger NV (SLB)](/topic/$slb) [APA Corp (US) (APA)](/topic/$apa) [Change (CAG)](/topic/$cag) [Oxygen (OXY)](/topic/$oxy) [Enphase Energy Inc (ENPH)](/topic/$enph) [Valero Energy Corporation (VLO)](/topic/$vlo)
### Top Social Posts [#](/creator/twitter::1727355254549692416/posts)
---
Top posts by engagements in the last XX hours

"@TacticzH A little trick up my sleeve alright 😉 LEAPS options on $GOOGL & $NVDA ✅"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947342285814776235) 2025-07-21 17:05:55 UTC XXX followers, XXX engagements


"Portfolio Allocation (as of July XX 2025) $AAPL - XXXX% $ADBE - XXXX% $AMD - XXXX% $AMZN - XXXX% $AVGO - XXXX% $DOCU - XXXX% $GOOGL - XXXX% $LLY - XXXX% $META - XXXX% $NFLX - XXXX% $PLTR - XXXX% $PYPL - XXXX% $SNPS - XXXX% $SPOT - XXXX% $TLT & $TMF - XXXXX% #SoJustFollowMe #SoJustPortfolioUpdate #FollowMyInvestment #StockPortfolio"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1943766205367824876) 2025-07-11 20:15:51 UTC XXX followers, 2223 engagements


"@joecarlsonshow I dont know what your portfolio looks like but one thing I do know - talking to ChatGPT about what to do and how to do it on major decisions isnt the best idea"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946995986447859713) 2025-07-20 18:09:51 UTC XXX followers, 1073 engagements


"📋 My current portfolio: 🔹 $AMZN $META $CPRT $PYPL $DOCU $UPRO (3x $SPY) $TQQQ (3x $QQQ) $SOXL (3x $SMH) and $TLT & $TMF 👀 Watchlist: 🔹 $NVDA $MSFT $GOOGL $AAPL $ORCL $AMD $PLTR $AVGO $NFLX $ANET $HOOD $RBLX $LLY and $NVO"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1948111832171892964) 2025-07-23 20:03:49 UTC XXX followers, 1029 engagements


"@TacticzH Fantastic article Really enjoyed reading it - especially with $ASML in my portfolio"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947642531585659376) 2025-07-22 12:58:59 UTC XXX followers, 1594 engagements


"Thanks appreciate it Im pretty lukewarm on diversification - especially when it turns from a tool into the goal. Most of the time I run a concentrated book with 1520 names. As for $ADBE - youre absolutely right its been showing real weakness. And normally you wont find laggards in my portfolio. But this time I made an exception. Alongside $ADBE Ive added a few other names that are currently underperforming $SPY - like $AAPL $ASML $PYPL $DOCU and $NVO. My thesis is simple: the market as a whole looks extremely strong which statistically increases the odds that some of the worst relative"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947597009080217857) 2025-07-22 09:58:06 UTC XXX followers, XX engagements


"@thexcapitalist No Ill pass. I honestly had no idea investor success was measured by balls of steel 🤯 I always thought it was about intelligence 😉"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946216314046927002) 2025-07-18 14:31:42 UTC XXX followers, 2610 engagements


"Dude what you wrote sounds like a bunch of disconnected words. If you think otherwise here are a few questions: 1.Why exactly is it impossible to outperform competitors at his funds size Stick to numbers - leave emotions out. 2.Whats the point of the fund if its not even trying to beat the market 3.A business that underperforms the broader index more consistently than the MAG7 Im genuinely curious - convince me. 4.Whats stopping him from investing in MAG7 components 5.Are you aware that his fund wouldve performed better if he had just sold everything and bought $SPY - even after factoring in"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947459411795927246) 2025-07-22 00:51:20 UTC XXX followers, XX engagements


"🔍 $FSLY - IS THERE STILL HOPE 🧾 Q125: STILL BLEEDING BUT LESS 🔹 Rev: $145M (+8%) 🔹 EPS: $XXXX 🔹 FY25 guide: $585595M EPS $XXXX $XXXX Growth is stalling. Profit Nowhere. 🛢 CDN IS A COMMODITY NOW Network Services: +7% Traffic pricing down XX% in 2024. $AMZN and $NET are undercutting everyone. Same product - lowest price wins. 👻 #TIKTOK OFF THE TABLE Bytedance was X% of rev. Mgmt pulled it from guidance. Headline risk Maybe. Real risk Tiny. I model +12 pts upside. 🕳 FREEMIUM SUCKING UP PAID USERS $NET pulls in every new client with freemium. $FSLY just doesnt convert. Looks like tech"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1938226342585127054) 2025-06-26 13:22:25 UTC XXX followers, XXX engagements


"I think a pullback has started but the daily XX EMA is so close that itll probably be over by the end of the week. Once the market starts moving up again I expect $LLY and $NVO - both sitting just millimeters away from levels that should trigger trading algorithms - to start outperforming the broader market"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947397597947166913) 2025-07-21 20:45:42 UTC XXX followers, XXX engagements


"FOR NON-US INVESTORS THIS SHOULD CATCH YOUR EYE Currency option markets are flashing warning signs for the US dollar again - Bloomberg The recent bounce in the dollar is just a blip in a major new downtrend - Crescat Capital. Plenty of room to fall further vs major global currencies. And while everyones cheering the $SPY in #USD terms the real picture looks different: +1% YTD in #CAD #AUD #JPY Flat vs #NZD #CHF X% in #MXN X% in #EUR X% in #SEK XX% in #GOLD Nominal highs dont mean much when your currency is melting. Follow me: @SoJustFollowMe"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947616526426648731) 2025-07-22 11:15:39 UTC XXX followers, XXX engagements


"@nataninvesting Oversold healthcare + Chinese equities betting on a trade deal + bulletproof U.S. tech = strongest setup to outperform the broad market"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1948042988786942335) 2025-07-23 15:30:16 UTC XXX followers, XXX engagements


"C3 ai $AI - A REAL AI BET OR JUST RIDING THE HYPE C3 AI builds applied AI apps for enterprises and government agencies. It doesnt train LLMs like ChatGPT or sell compute like $NVDA or $AMZN (AWS). Instead it offers turnkey AI products built for specific use cases. Q4 FY25 EARNINGS 🔹 Revenue: $108.7M (+26% YoY) 🔹 Adj. EPS: -$0.16 (vs -$0.20 YoY) FY26 GUIDANCE 🔹 Q1: $100M$109M 🔹 FY26: $447.5M$484.5M (+19%) 🔹 Adj. operating loss: -$65M to -$100M WHAT THEY DO 🔸 Build AI apps for use cases like predictive maintenance supply chain optimization and drug discovery 🔸 Flagship: PANDA for the"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1943307922295206315) 2025-07-10 13:54:48 UTC XXX followers, XXX engagements


"$LLY is steadily moving toward its usual pattern around the weekly XXX EMA - something I wrote about a while back. With the patience and calm of a sniper Im waiting for that touch (currently around $731) to take my one and only shot 🎯 #SoJustFollowMe #SoJustTechCharts #FollowTheTrends #StockCharts"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945906963801686351) 2025-07-17 18:02:28 UTC XXX followers, XXX engagements


"Daily PnL vs $SPY 📈: +0.44% vs +0.74%. ✅ Green Day 📊 Daily beta XXX New positions: 🔹 $UPRO (3x $SPY) $TQQQ (3x $QQQ) and $SOXL (3x $SMH) 🔹 $XRP $SOL $ADA $LTC and $LINK - XX% of the crypto portfolio each 📈 Increased positions: 🔹 $AMZN $META 🏁 Sold Positions: 🔹 $GOOGL $AAPL $ADBE $ASML $NFLX $AVGO $JPM $LLY $NVO $DASH $MS and $RSP Why sold 🔸 $GOOGL Earnings day = every earnings is a lottery. And I dont want to play the lottery. 🔸 $RSP Equal-weight $SPY is approaching strong resistance - which could mean a pullback is coming. 🔸 $NFLX My mistake - I waited too long to sell. It broke"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1948111790384037890) 2025-07-23 20:03:39 UTC XXX followers, XXX engagements


"HIMS & HERS - ON WHICH SIDE OF THE LAW Subscription-based online healthcare service. No doctor visits: prescriptions treatment meds - all online. Q125: 🔹 Revenue: $586M (+111% YoY) 🔹 Adj. EPS: $XXXX (+67% YoY) 2025 GUIDANCE: 🔹 Revenue: $2.3B$2.4B (+5663% YoY) 🔹 EBITDA margin: 1314% (+100200 bps) PLATFORM AND GLP-1 GROWTH 🔸 Subscribers grew XX% to 2.4M 🔸 Over 1.4M use personalized solutions: GLP-1 hormones dermatology 🔸 Main driver - GLP-1 drugs (incl. Semaglutide $NVOs #Wegovy/#Ozempic analog) $HIMS sold compounded versions of Semaglutide - unbranded copies made under original drug"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1944757437334004126) 2025-07-14 13:54:39 UTC XXX followers, XXX engagements


"@Ashton_1nvests My memory didnt hang on to their tickers - all those stories ended in Chapter XX anyway"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947817287530254616) 2025-07-23 00:33:24 UTC XXX followers, XXX engagements


"@YodaStockInvest @longoption @am__haines @TacticzH @Ashton_1nvests @mind1nvestor @TheEUInvestor @meeijer @FrameworkWisely @weary_centurion @TheValueTrade @DeepIceValue @TheBrilliantBu1 @TheRonnieVShow @HyperTechInvest @MMoney642 @GabGrowth @KabraxFX @hollertotide @TheDrugMoney Do you really take holding stocks that seriously Ive already sold $AMD twice this year - both times locking in solid gains. Now Im just waiting for the third setup"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947257868861813020) 2025-07-21 11:30:28 UTC XXX followers, XXX engagements


"@YodaStockInvest Maybe it is okay to go with $NVDA $GOOGL $META $AMD and $RKLB after all"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947356912569155791) 2025-07-21 18:04:02 UTC XXX followers, XXX engagements


"@longoption Whenever I feel an overwhelming urge to buy I always go for it - even if it goes against my strategy. After all Im human not a robot or an algorithm. But I do it with a very small size. That way I keep the peace with myself 🙂"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946520359630487849) 2025-07-19 10:39:52 UTC XXX followers, XX engagements


"@Ashton_1nvests Last week I made a bunch of moves - both new buys and position adds: $AMZN $META $AAPL $ADBE $ASML $NFLX $ORCL $DASH $JPM $NVO $CPRT $RSP and $TLT"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947061164300476505) 2025-07-20 22:28:50 UTC XXX followers, XXX engagements


"@TacticzH My favorites from this list are $LLY $AMD and $ADYEN. $TSM is an amazing company but Im cautious because of the geopolitical risks. As for $RHM - its untouchable for me. Youll never see weapons manufacturers in my portfolio. Thats a hard no - total taboo"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946933716237828483) 2025-07-20 14:02:24 UTC XXX followers, 1860 engagements


"🚨 Ever looked into #Copart These are the kinds of trends worth trading Since 2014 $CPRT has tapped its weekly XXX EMA five times - and every single time a strong trend followed. Win rate:❗100%❗Hats off 🧢🧢 Ill absolutely be buying $CPRT if it touches that level again - currently around $XX 🎯 Whether that works for you or not - the decision is yours. And only yours. #SoJustFollowMe #SoJustTechCharts #SoJustMarketAnalytics #StockAnalysis #FollowTheTrends #StockCharts"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1940802837761425899) 2025-07-03 16:00:29 UTC XXX followers, 2793 engagements


"As of today the monthly XX EMA for $CPRT is at $XXXXX. If the price pulls back to that level (and it looks like it might) - its a clear buy for me. #SoJustFollowMe #SoJustTechCharts #FollowTheTrends #StockCharts"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945186916418175373) 2025-07-15 18:21:15 UTC XXX followers, XXX engagements


"Maybe it will maybe it wont. Theres no point trying to predict these things - its simply not possible. The only ones who seem to get it right are the people shouting every day that the sky is about to fall and eventually - a month a quarter a year two three - when it finally does they come out and say: Told you so"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947238734128177296) 2025-07-21 10:14:26 UTC XXX followers, XX engagements


"This Weeks US Market Winners and Losers 📈 A strong week for $NKE $FSLR $HPE $CCL $WYNN $NCLH $EL $RCL $SW $MRNA $MGM $ORCL $SNPS $F $LVS $FDX and $BLDR 📉 A rough week for $CNC $MOH $EXE $PLTR $SPOT $WMB $ELV $COIN and $EQT #SoJustFollowMe #SoJustMarketMovers #WinnersAndLosers"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1940819594421150055) 2025-07-03 17:07:04 UTC XXX followers, XXX engagements


"$GRAB EXPANDING DOMINANCE IN SOUTHEAST ASIA In Q125 the company reported: 🔹 Revenue of $773M (+18% y/y) 🔹 Adjusted EPS of $XXXX (vs -$0.03 a year ago) Guidance for 2025: 🔹 Revenue of $3.33B$3.40B (+19%22% y/y) 🔹 EBITDA of $460M$480M (+47%53% y/y) GROWTH SLOWING BUT NOT STALLING Like $UBER Grab reports in two main segments: Mobility and Deliveries. Total on-demand GMV rose XX% y/y to $4.93B - a slowdown from Q424. The Mobility business also decelerated to +17%. That said in June Grab released performance data for AprilMay showing GMV growth bouncing back above 20%. Take rate held steady at"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946558589407314235) 2025-07-19 13:11:47 UTC XXX followers, 1155 engagements


"Today I took another bite*👇🏻 🏁 Sold Positions: 🔹 $GOOGL $JPM $RSP $LLY $NVO 📋 My current portfolio: 🔹 $META $AMZN $AVGO $AAPL $ADBE $ASML $NFLX $PYPL $MS $CPRT $DASH $DOCU and $TLT & $TMF 👀 Watchlist: 🔹 $NVDA $MSFT $ORCL $AMD $PLTR $APP $ANET $HOOD and $RBLX * In war there's the strategy of death by a thousand cuts 🥷 In trading I follow the rule of a thousand bites. Take a win - bank it. Then reset. Step by step level by level. Follow me: @SoJustFollowMe"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1948024866382266427) 2025-07-23 14:18:15 UTC XXX followers, 6224 engagements


"Daily PnL vs $SPY 📈: +0.91% vs +0.19%. Green Day ✅ Daily beta XXXX 📊 New positions: 🔹 $ORCL $JPM 🔹 $SOL and $LTC - XX% of the crypto portfolio each. Both positions were added on Saturday 📈 Increased positions: 🔹 $AMZN $GOOGL $META 🏁 Sold Positions: 🔹 $SPOT $LLY 📋 My current portfolio: 🔹 $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $PLTR $AMD $SNPS $PYPL $DOCU $ORCL $JPM $TLT & $TMF and $SOL & $LTC 👀 Watchlist: 🔹 $NVDA $MSFT $ASML $ANET $HOOD $RBLX and $SPXL & $UPRO (3x $SPY) $TQQQ (3x $QQQ) $SOXL (3x $SMH / $SOX) $UDOW (3x $DIA) $FAS (3x $XLF) #SoJustFollowMe #SoJustDailyPnL"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1944850040603701581) 2025-07-14 20:02:37 UTC XXX followers, XXX engagements


"Portfolio Allocation (as of July XX 2025) $AAPL - XXXX% $ADBE - XXXX% $AMZN - XXXXX% $ASML - XXXX% $AVGO - XXXX% $CPRT - XXXX% $DASH - XXXX% $DOCU - XXXX% $GOOGL - XXXX% $JPM - XXXX% $LLY - XXXX% $META - XXXXX% $MS - XXXX% $NFLX - XXXX% $NVO - XXXX% $RSP - XXXX% $PYPL - XXXX% $TLT & $TMF - XXXXX% Follow me: @SoJustFollowMe"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947391724751397293) 2025-07-21 20:22:22 UTC XXX followers, 1635 engagements


"@TacticzH $ASML might dip a bit further to XXX but in my view its already a great buy - so I didnt wait"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947236662120989137) 2025-07-21 10:06:12 UTC XXX followers, XXX engagements


"@TacticzH I dont know $EVO and Im only vaguely familiar with $OSCR and $DLO. As for the rest - its a very strong yes"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947395787521921277) 2025-07-21 20:38:31 UTC XXX followers, XXX engagements


"@TacticzH The portfolio is excellent but its strange to see $CHTR in it. Also Im coming across $CCCS for the first time - I dont know anything about it but judging by the 5-year price chart its been a very volatile story"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1943609401291522415) 2025-07-11 09:52:46 UTC XXX followers, XXX engagements


"I know there are a lot of Buffett fans here on X. My opinion isnt a popular one - but I honestly think his exit would be a net positive for $BRK shareholders. Ive got a chart comparing $BRK and $SPY returns from the start of 2022 to now but even if you go further back the picture doesnt really change. The reality is over the past XX years he hasnt even managed to outperform $SPY. He was great once - but that time is long gone"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947279381589586060) 2025-07-21 12:55:57 UTC XXX followers, XXX engagements


"Ever think they might be buying just to stop the drop - leading by example Thats how it usually goes during hype cycles. Sometimes the company takes off down the road but most end up as duds. Im not saying $OSCR is an empty shell - just that outcomes vary. Theres no single formula for success"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946281223346855977) 2025-07-18 18:49:38 UTC XXX followers, 2340 engagements


"@Ashton_1nvests Most recently - $PLTR and $AMD"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947086888126611470) 2025-07-21 00:11:03 UTC XXX followers, XXX engagements


"Daily PnL vs $SPY 📈: +0.01% vs -0.07%. Green Day ✅ Daily beta - 📊 New positions: 🔹 $DASH $NVO 📈 Increased positions: 🔹 $NFLX $CPRT 📋 My current portfolio: 🔹 $META $AMZN $GOOGL $ASML $AAPL $ADBE $AVGO $NFLX $JPM $RSP $PYPL $CPRT $DASH $DOCU $NVO and $TLT & $TMF 🔹 $XRP $SOL $LTC $TON - XX% of the crypto portfolio each 👀 Watchlist: 🔹 $NVDA $MSFT $ORCL $ANET $HOOD $RBLX $APP $AMD $PLTR and $LLY #SoJustFollowMe #SoJustDailyPnL #PnLvsSPY #SoJustPortfolioUpdate #TradingResults"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946299478262067446) 2025-07-18 20:02:10 UTC XXX followers, XXX engagements


"As I wrote on June XX $DECK has spent plenty of time around its weekly XXX SMA - and its starting to move. A breakout above the weekly XXX EMA ($108.85 as of today) would likely mark the start of a strong uptrend. If I were looking to add $DECK - and missed it at $XXX for whatever reason - Id be buying right now before it runs. Follow me: @SoJustFollowMe"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1948380336154402955) 2025-07-24 13:50:45 UTC XXX followers, XXX engagements


"$ASML carries the same market risk as the broader index - plus its essentially the only maker of advanced lithography equipment (aside from two Japanese companies Canon and Nikon) and clearly the main beneficiary if the semiconductor market rebounds following a disruption or shutdown of $TSM in Taiwan. Could you please explain your point of view"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945060414292652407) 2025-07-15 09:58:34 UTC XXX followers, XXX engagements


"This Weeks US Market Winners and Losers 📈 A strong week for $NBIS $IVZ $SE $SHOP $BABA $JD $WBD $ALB $FSLR $CCJ $COIN $PLTR $AMD $ARM $EQT $C $GEV $ORCL $TTD $FTNT $PEP $AES $HWM $SNA $FAST $ADSK and $TDY 📉 A rough week for $WAT $ELV $MOH $CNC $SLB $RVTY $HAL $STLA $ASML $MU $BLDR $WST $MRNA $A $DHR $WST $UNH $BIIB $APA $XOM $ABT and $NVO #SoJustFollowMe #SoJustMarketMovers #WinnersAndLosers"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946303024764235829) 2025-07-18 20:16:16 UTC XXX followers, 1354 engagements


"@SimeonResearch_ @TacticzH I dont have enough knowledge about $FFH.TO so I cant really confirm or deny your point. What I can say for sure is that $BRK has been very weak"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947325996434145670) 2025-07-21 16:01:11 UTC XXX followers, XXX engagements


"This Weeks US Market Winners and Losers 📊 📈 A strong week for $NKE $ANET $CCL $ALB $COIN $ENPH $ARM $RCL $AMD $GNRC $NTRS $NU $BX $KKR $DASH $NVDA $FCX $TSM $UBER $STX $GEV $NRG $WBD $AVGO $GS $CCJ and $NBIS 📉 A rough week for $SSL $EQIX $CF $HAL $WDS $EC $APA $NVO $OXY $FANG $DVN $BG $CAG $SLB $CTRA $EBAY $GIS $DRI $VLO $COP and $XOM #SoJustFollowMe #SoJustMarketMovers #WinnersAndLosers"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1938690687593304088) 2025-06-27 20:07:33 UTC XXX followers, XXX engagements


"If you remember my posts from June XX and June XX you know I follow the Thousand Bites rule. If not - do scroll back and check them out. Today I took another bite👇🏻 🏁 Sold Positions: 🔹 $AMD $SNPS 📋 My current portfolio: 🔹 $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $PLTR $PYPL $DOCU $ORCL $JPM and $TLT & $TMF 👀 Watchlist: 🔹 $NVDA $MSFT $ASML $ANET $HOOD $RBLX and $JBL #SoJustFollowMe #SoJustBiteByBite #SoJustStepByStep #TradingResults"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945130713155531063) 2025-07-15 14:37:55 UTC XXX followers, XXX engagements


"@TacticzH I remember your well-balanced portfolio. I think theres a good chance $ASML starts outperforming the broader market in H2"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947599719925969220) 2025-07-22 10:08:52 UTC XXX followers, XXX engagements


"@TacticzH $LVMH $RMS Hermes $RACE and $ASML XXXXX% each $SPOT and $OR LOral XXX% each $GLEN Glencore $ANTO Antofagasta $AAL Anglo-American $AMS Anglo-American Platinum $IMP Impala Platinum and $SBSW Sibanye-Stillwater X% each"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1942681410189340970) 2025-07-08 20:25:16 UTC XXX followers, 1398 engagements


"@YodaStockInvest Right now I hold $ASML. Im curious - why dont you buy foreign stocks listed in the U.S"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947024259068416498) 2025-07-20 20:02:11 UTC XXX followers, XXX engagements


"@MMoney642 Reading through $GOOGLs report - looks great to me. Very possible Ill rebuild the full position tomorrow or sometime soon"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1948123403694522435) 2025-07-23 20:49:48 UTC XXX followers, XXX engagements


"@alc2022 I made good money on $AMD twice since April - but lets be honest it was a risky bet. I made even more on $NVDA $SMH and $SOXL - and those plays felt a lot safer"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945980525610402150) 2025-07-17 22:54:46 UTC XXX followers, XXX 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 🔸 Revenue: $979.3M (2% y/y) 🔸 Adj. EPS: $XXXX (flat y/y) 2025 GUIDANCE: MODEST GROWTH 🔹 Revenue growth: +3.55.5% 🔹 Volume growth: +46% 🔹 ASP: expected to decline 🔹 Op. margin: XXXX% (+70bps y/y) INVISALIGN STILL DRIVES"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946889628545376457) 2025-07-20 11:07:13 UTC XXX followers, 1500 engagements


"WEAK DEMAND IS SHAPING INFLATION WHY ITS TIME FOR THE FED TO EASE June CPI came in at XXX% YoY mostly driven by rent energy and dining out. But strip out rent #OER and shelter inflation looks far less alarming. Airfares and both new and used cars continue to fall in price. Core #CPI (ex-food and energy) rose just XXX% MoM. Price increases in essentials like food electricity and healthcare are selective at best. Consumer pressure is mounting - companies are increasingly unable to pass on cost increases. On the producer side #PPI shows almost no price growth. Services actually fell XXX% led by"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947687799051739422) 2025-07-22 15:58:52 UTC XXX followers, XXX engagements


"@YodaStockInvest My overall goal: grow the portfolio to $10M by Dec XX 2030. And right now - just taking it step by step climbing one rung at a time toward it"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947816028731502679) 2025-07-23 00:28:24 UTC XXX followers, XXX engagements


"The U.S. trade balance - or rather imbalance - with key partners #SoJustFollowMe #SoJustMarketNews #USTradeDeficit #TradeBalance #Macro #Geopolitics #TradeWars #GlobalTrade"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1944777912416178253) 2025-07-14 15:16:01 UTC XXX followers, XXX engagements


"RECESSIONARY SIGNALS HIDING BEHIND STRONG HEADLINES 🔹 The June U.S. jobs report triggered a short-lived spike in Treasury yields - the 10-year hit XXXX% the 30-year climbed to 4.86%. 🔹 Market odds of a July rate cut by the Fed dropped to nearly X% and September odds fell from XXX% to 80%. BUT IF YOU DIG INTO THE DETAILS - ITS NOT SO PRETTY 🔸 All the job growth came from government and healthcare - sectors that are largely cycle-neutral. 🔸 The private sector added just +74K jobs - the lowest in X months. 🔸 Some of that growth was purely statistical inflated by seasonal adjustments. LABOR"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1941505201719882197) 2025-07-05 14:31:26 UTC XXX followers, XXX engagements


"Daily PnL vs $SPY 📈: +2.74% vs +0.18%. Green Day ✅ Daily beta XXXX 📊 New positions: 🔹 $LLY $MS 📈 Increased positions: 🔹 $NVO 📋 My current portfolio: 🔹 $META $AMZN $GOOGL $AVGO $AAPL $ADBE $ASML $NFLX $JPM $LLY $RSP $PYPL $NVO $MS $CPRT $DASH $DOCU and $TLT & $TMF 🔹 $XRP $SOL $LTC $TON - XX% of the crypto portfolio each 👀 Watchlist: 🔹 $NVDA $MSFT $ORCL $ANET $HOOD $RBLX $APP $AMD and $PLTR Follow me: @SoJustFollowMe"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947432155849609229) 2025-07-21 23:03:02 UTC XXX followers, XXX engagements


"Daily PnL vs $SPY 📈: +1.45% vs +0.59%. Green Day ✅ Daily beta XXXX 📊 📋 My current portfolio: 🔹 $AMZN $GOOGL $META $ADBE $AVGO $NFLX $SPOT $PLTR $AMD $SNPS $LLY $PYPL $DOCU $TLT & $TMF and $SOL (100% of the crypto portfolio) 👀 Watchlist: 🔹 $NVDA $MSFT $AAPL $ORCL $ASML $ADSK $ANET and $SPXL & $UPRO (3x $SPY) $TQQQ (3x $QQQ) $SOXL (3x $SMH / $SOX) $UDOW (3x $DIA) $FAS (3x $XLF) #SoJustFollowMe #SoJustDailyPnL #PnLvsSPY #SoJustPortfolioUpdate #TradingResults"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1943037919033233419) 2025-07-09 20:01:54 UTC XXX followers, XXX engagements


"🚨 Into #Cadence Design Systems Over the past X years $CDNS has formed an interesting pattern around its 100-week EMA: X out of X touches led to bounces or uptrends - thats an XX% win rate. 📈 If I were looking to add $CDNS Id be watching for a touch of that 100-week EMA - currently near $XXX. 🎯 Will I add it Not sure yet. Still thinking. Leaning toward its bigger rival - #Synopsys $SNPS. Whether that works for you or not - the decision is yours. And only yours. #SoJustFollowMe #SoJustTechCharts #SoJustMarketAnalytics #StockAnalysis #FollowTheTrends #StockCharts"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1937549384515743856) 2025-06-24 16:32:25 UTC XXX followers, XXX engagements


"@TacticzH I agree on $ASML $GOOGL and $NVO. As for $OSCR and $DLO - I dont know the stories well enough so Ill refrain from commenting 🙂"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946328190789587174) 2025-07-18 21:56:16 UTC XXX followers, 2071 engagements


"@nataninvesting A rally along with global markets following the $SPX all the way to $7000"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946977926840283170) 2025-07-20 16:58:05 UTC XXX followers, XXX engagements


"@MichaelZero10 Ive got a tiny position in $SEDG (so small I dont even include it in my published portfolio) and youve got $ENPH - so I guess its time for us to accept some congratulations 😉"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947749705565262070) 2025-07-22 20:04:51 UTC XXX followers, XXX engagements


"Some time ago I criticized your portfolio for having too many Chinese companies. Today while writing my post FOR NON-US INVESTORS THIS SHOULD CATCH YOUR EYE I thought of you and what you wrote back then - that youre European. You know I have to admit I was being one-sided and wrong in what I wrote at the time. Its never fun to admit youre wrong - but in this case I was. I apologize"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947644969105440878) 2025-07-22 13:08:40 UTC XXX followers, XX engagements


"@TacticzH Yes $ASML makes up XXX% of my portfolio"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947598220097413309) 2025-07-22 10:02:54 UTC XXX followers, XXX engagements


"Portfolio Allocation (as of July XX 2025) $AAPL - XXXX% $ADBE - XXXX% $AMZN - XXXXX% $ASML - XXXX% $AVGO - XXXX% $CPRT - XXXX% $DOCU - XXXX% $GOOGL - XXXX% $JPM - XXXX% $META - XXXXX% $NFLX - XXXX% $RSP - XXXX% $PYPL - XXXX% $TLT & $TMF - XXXXX% #SoJustFollowMe #SoJustPortfolioUpdate #FollowMyInvestment #StockPortfolio"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945579073872310765) 2025-07-16 20:19:32 UTC XXX followers, 4117 engagements


"NVIDIAs market cap is now equal to XXX% of global GDP according to Deutsche Bank. $NVDA is the largest publicly traded company in the world with its market cap recently topping $X trillion. #SoJustFollowMe #SoJustMarketNews"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1944853838546235531) 2025-07-14 20:17:43 UTC XXX followers, XXX engagements


"@MMoney642 Im looking for a way to add $ASML and Im interested in $TOST"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1942656775334895800) 2025-07-08 18:47:22 UTC XXX followers, XXX engagements


"MY TOP PICKS IN PHARMA 🔹 The markets still on edge waiting for Trumps promised drug tariffs - a promise hes made twice now. 🔹 Whether they happen or not I think the sector walks away with a scare at most. Its a politically painful move and would blow back via higher Medicaid spending. 🔹 Im focusing on fundamentally strong names with mid-term catalysts. 🔸 $LLY Dominant in GLP-1 and Alzheimers with limited competition. Upcoming catalyst: oral GLP-1 trial data in Q3. Valuation still reasonable - fwd PEG X. 🔸 $AXSM CNS-focused. Strong results from AXS-12 and AXS-05. High probability of"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946211371747549445) 2025-07-18 14:12:04 UTC XXX followers, 2194 engagements


"This Weeks US Market Winners and Losers 📈 A strong week for $DAL $MRNA $PTC $AES $TPR $LUV $COIN $DLTR $HAL $UAL $HES $AMD $ANET $VLO $PLTR $OXY $ALB $ON $WYNN and $BA 📉 A rough week for $FICO $FSLR $DODG $ADSK $NBIS $NOW $KMX $AXON $ACN $WDAY $CAG $MOH $BAX $PANW $EPAM $CTSH $CRWD $PYPL $MNSR $HSY and $FTNT #SoJustFollowMe #SoJustMarketMovers #WinnersAndLosers"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1943786761961746850) 2025-07-11 21:37:32 UTC XXX followers, 1127 engagements


"Youre talking about daily moving averages but your chart shows weekly ones. $FICO actually has a really solid pattern but its on the monthly XXX SMA Next time $FICO comes down to that level Ill definitely trade it. But I dont think thats happening this time - so Im not interested in it right now. I dont see any clear setups on the daily or weekly charts"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1942626455315226715) 2025-07-08 16:46:53 UTC XXX followers, XXX engagements


"$IIPR - HIGH DIVIDENDS ARE OVER or A NIGHTMARE ACROSS THE ENTIRE CANNABIS MARKET 🧟🧟♀🧟♂ 🔹 Shares of $IIPR - a REIT specializing in leasing facilities to licensed cannabis operators in the U.S. - have collapsed XX% from their 2021 highs. 🔹 The cannabis industry both in the U.S. and Canada is in total disarray. One of its so-called flagships $TLRY is down more than XX% since listing. 🔹 And its not just Tilray. $CGC $ACB $CRON $HEXO $VFF $SNDL $TCNNF - the whole group is either barely breathing or actively vaporizing shareholder equity. DEFAULTS AND VACANCIES 🔸 Back in March management"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1941181101122170976) 2025-07-04 17:03:34 UTC XXX followers, XXX engagements


"Lets be honest: algorithms dont care about intrinsic value news or any of that. They just do their job - no emotions no questions asked. What really matters is that trading itself has become algorithmic - 8085% of all volume is now driven by algos. Well have to live with it - whether we like it or not 🤷🏻♂"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1948371754788831733) 2025-07-24 13:16:39 UTC XXX followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@SoJustFollowMe Denistratos

Denistratos posts on X about asml, $asml, $googl, amzn the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXXX +102%
X Month XXXXXXX +242%

Mentions: XX #

X Week XXX +28%
X Month XXX +124%

Followers: XXX #

X Week XXX +52%
X Month XXX +154%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence stocks XXXXX% technology brands XXXXX% cryptocurrencies #4927 finance XXXX% exchanges XXXX% fashion brands XXXX% countries XXXX% social networks XXXX% currencies XXXX% luxury brands XXXX%

Social topic influence asml #17, $asml #12, $googl #1162, amzn #282, $amd #66, $amzn #41, nvda #115, $nvda #306, meta #2480, $meta #37

Top accounts mentioned or mentioned by @tacticzh @longoption @mmoney642 @yodastockinvest @holysmokas @nataninvesting @ashton1nvests @joecarlsonshow @cyclesfan @alc2022 @michaelzero10 @deepicevalue @rhg1313 @investchameleon @thelongaj @swill655 @shawn_goering @thexcapitalist @dividenddudex @amhaines

Top assets mentioned Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Metadium (META) Eli Lilly and Company (LLY) Adobe, Inc. (ADBE) Apple, Inc. (AAPL) Broadcom, Inc. (AVGO) Netflix Inc (NFLX) PayPal Holdings Inc (PYPL) Docusign Inc (DOCU) Palantir (PLTR) Oracle Corporation (ORCL) Novo-Nordisk (NVO) Copart, Inc. (CPRT) JPMorgan Chase (JPM) SPDR S&P XXX ETF Trust (SPY) Arista Networks Inc (ANET) Dash (DASH) Synopsys, Inc. (SNPS) Microsoft Corp. (MSFT) Spotify Technology (SPOT) Spacemesh (SMH) Solana (SOL) Morgan Stanley (MS) Litecoin (LTC) Mario Coin (COIN) Roblox, Corp. (RBLX) Robinhood Markets, Inc. (HOOD) XRP (XRP) Taiwan Semiconductor (TSM) Molina Healthcare, Inc. (MOH) First Solar, Inc. (FSLR) Moderna Inc (MRNA) Oscar Health, Inc. (OSCR) Halliburton Company (HAL) Autodesk Inc (ADSK) Alien Base (ALB) Nebius Group N.V. Class A Ordinary Shares (NBIS) Align Technology, Inc. (ALGN) Builders FirstSource, Inc. (BLDR) Royal Caribbean Cruises Ltd (RCL) CYCLEAN (CCL) Nike Inc (NKE) Wynn Resorts, Limited (WYNN) Centene Corp (CNC) Elevance Health Inc (ELV) EQT, Corp. (EQT) Uber Technologies, Inc. (UBER) DLocal Limited Class A Common Shares (DLO) Toncoin (TON) Warner Bros Discovery, Inc. (WBD) Cameco Corporation (CCJ) GE Vernova Inc. (GEV) Fortinet Inc (FTNT) AES, Corp. (AES) Schlumberger NV (SLB) APA Corp (US) (APA) Change (CAG) Oxygen (OXY) Enphase Energy Inc (ENPH) Valero Energy Corporation (VLO)

Top Social Posts #

Top posts by engagements in the last XX hours

"@TacticzH A little trick up my sleeve alright 😉 LEAPS options on $GOOGL & $NVDA ✅"
@SoJustFollowMe on X 2025-07-21 17:05:55 UTC XXX followers, XXX engagements

"Portfolio Allocation (as of July XX 2025) $AAPL - XXXX% $ADBE - XXXX% $AMD - XXXX% $AMZN - XXXX% $AVGO - XXXX% $DOCU - XXXX% $GOOGL - XXXX% $LLY - XXXX% $META - XXXX% $NFLX - XXXX% $PLTR - XXXX% $PYPL - XXXX% $SNPS - XXXX% $SPOT - XXXX% $TLT & $TMF - XXXXX% #SoJustFollowMe #SoJustPortfolioUpdate #FollowMyInvestment #StockPortfolio"
@SoJustFollowMe on X 2025-07-11 20:15:51 UTC XXX followers, 2223 engagements

"@joecarlsonshow I dont know what your portfolio looks like but one thing I do know - talking to ChatGPT about what to do and how to do it on major decisions isnt the best idea"
@SoJustFollowMe on X 2025-07-20 18:09:51 UTC XXX followers, 1073 engagements

"📋 My current portfolio: 🔹 $AMZN $META $CPRT $PYPL $DOCU $UPRO (3x $SPY) $TQQQ (3x $QQQ) $SOXL (3x $SMH) and $TLT & $TMF 👀 Watchlist: 🔹 $NVDA $MSFT $GOOGL $AAPL $ORCL $AMD $PLTR $AVGO $NFLX $ANET $HOOD $RBLX $LLY and $NVO"
@SoJustFollowMe on X 2025-07-23 20:03:49 UTC XXX followers, 1029 engagements

"@TacticzH Fantastic article Really enjoyed reading it - especially with $ASML in my portfolio"
@SoJustFollowMe on X 2025-07-22 12:58:59 UTC XXX followers, 1594 engagements

"Thanks appreciate it Im pretty lukewarm on diversification - especially when it turns from a tool into the goal. Most of the time I run a concentrated book with 1520 names. As for $ADBE - youre absolutely right its been showing real weakness. And normally you wont find laggards in my portfolio. But this time I made an exception. Alongside $ADBE Ive added a few other names that are currently underperforming $SPY - like $AAPL $ASML $PYPL $DOCU and $NVO. My thesis is simple: the market as a whole looks extremely strong which statistically increases the odds that some of the worst relative"
@SoJustFollowMe on X 2025-07-22 09:58:06 UTC XXX followers, XX engagements

"@thexcapitalist No Ill pass. I honestly had no idea investor success was measured by balls of steel 🤯 I always thought it was about intelligence 😉"
@SoJustFollowMe on X 2025-07-18 14:31:42 UTC XXX followers, 2610 engagements

"Dude what you wrote sounds like a bunch of disconnected words. If you think otherwise here are a few questions: 1.Why exactly is it impossible to outperform competitors at his funds size Stick to numbers - leave emotions out. 2.Whats the point of the fund if its not even trying to beat the market 3.A business that underperforms the broader index more consistently than the MAG7 Im genuinely curious - convince me. 4.Whats stopping him from investing in MAG7 components 5.Are you aware that his fund wouldve performed better if he had just sold everything and bought $SPY - even after factoring in"
@SoJustFollowMe on X 2025-07-22 00:51:20 UTC XXX followers, XX engagements

"🔍 $FSLY - IS THERE STILL HOPE 🧾 Q125: STILL BLEEDING BUT LESS 🔹 Rev: $145M (+8%) 🔹 EPS: $XXXX 🔹 FY25 guide: $585595M EPS $XXXX $XXXX Growth is stalling. Profit Nowhere. 🛢 CDN IS A COMMODITY NOW Network Services: +7% Traffic pricing down XX% in 2024. $AMZN and $NET are undercutting everyone. Same product - lowest price wins. 👻 #TIKTOK OFF THE TABLE Bytedance was X% of rev. Mgmt pulled it from guidance. Headline risk Maybe. Real risk Tiny. I model +12 pts upside. 🕳 FREEMIUM SUCKING UP PAID USERS $NET pulls in every new client with freemium. $FSLY just doesnt convert. Looks like tech"
@SoJustFollowMe on X 2025-06-26 13:22:25 UTC XXX followers, XXX engagements

"I think a pullback has started but the daily XX EMA is so close that itll probably be over by the end of the week. Once the market starts moving up again I expect $LLY and $NVO - both sitting just millimeters away from levels that should trigger trading algorithms - to start outperforming the broader market"
@SoJustFollowMe on X 2025-07-21 20:45:42 UTC XXX followers, XXX engagements

"FOR NON-US INVESTORS THIS SHOULD CATCH YOUR EYE Currency option markets are flashing warning signs for the US dollar again - Bloomberg The recent bounce in the dollar is just a blip in a major new downtrend - Crescat Capital. Plenty of room to fall further vs major global currencies. And while everyones cheering the $SPY in #USD terms the real picture looks different: +1% YTD in #CAD #AUD #JPY Flat vs #NZD #CHF X% in #MXN X% in #EUR X% in #SEK XX% in #GOLD Nominal highs dont mean much when your currency is melting. Follow me: @SoJustFollowMe"
@SoJustFollowMe on X 2025-07-22 11:15:39 UTC XXX followers, XXX engagements

"@nataninvesting Oversold healthcare + Chinese equities betting on a trade deal + bulletproof U.S. tech = strongest setup to outperform the broad market"
@SoJustFollowMe on X 2025-07-23 15:30:16 UTC XXX followers, XXX engagements

"C3 ai $AI - A REAL AI BET OR JUST RIDING THE HYPE C3 AI builds applied AI apps for enterprises and government agencies. It doesnt train LLMs like ChatGPT or sell compute like $NVDA or $AMZN (AWS). Instead it offers turnkey AI products built for specific use cases. Q4 FY25 EARNINGS 🔹 Revenue: $108.7M (+26% YoY) 🔹 Adj. EPS: -$0.16 (vs -$0.20 YoY) FY26 GUIDANCE 🔹 Q1: $100M$109M 🔹 FY26: $447.5M$484.5M (+19%) 🔹 Adj. operating loss: -$65M to -$100M WHAT THEY DO 🔸 Build AI apps for use cases like predictive maintenance supply chain optimization and drug discovery 🔸 Flagship: PANDA for the"
@SoJustFollowMe on X 2025-07-10 13:54:48 UTC XXX followers, XXX engagements

"$LLY is steadily moving toward its usual pattern around the weekly XXX EMA - something I wrote about a while back. With the patience and calm of a sniper Im waiting for that touch (currently around $731) to take my one and only shot 🎯 #SoJustFollowMe #SoJustTechCharts #FollowTheTrends #StockCharts"
@SoJustFollowMe on X 2025-07-17 18:02:28 UTC XXX followers, XXX engagements

"Daily PnL vs $SPY 📈: +0.44% vs +0.74%. ✅ Green Day 📊 Daily beta XXX New positions: 🔹 $UPRO (3x $SPY) $TQQQ (3x $QQQ) and $SOXL (3x $SMH) 🔹 $XRP $SOL $ADA $LTC and $LINK - XX% of the crypto portfolio each 📈 Increased positions: 🔹 $AMZN $META 🏁 Sold Positions: 🔹 $GOOGL $AAPL $ADBE $ASML $NFLX $AVGO $JPM $LLY $NVO $DASH $MS and $RSP Why sold 🔸 $GOOGL Earnings day = every earnings is a lottery. And I dont want to play the lottery. 🔸 $RSP Equal-weight $SPY is approaching strong resistance - which could mean a pullback is coming. 🔸 $NFLX My mistake - I waited too long to sell. It broke"
@SoJustFollowMe on X 2025-07-23 20:03:39 UTC XXX followers, XXX engagements

"HIMS & HERS - ON WHICH SIDE OF THE LAW Subscription-based online healthcare service. No doctor visits: prescriptions treatment meds - all online. Q125: 🔹 Revenue: $586M (+111% YoY) 🔹 Adj. EPS: $XXXX (+67% YoY) 2025 GUIDANCE: 🔹 Revenue: $2.3B$2.4B (+5663% YoY) 🔹 EBITDA margin: 1314% (+100200 bps) PLATFORM AND GLP-1 GROWTH 🔸 Subscribers grew XX% to 2.4M 🔸 Over 1.4M use personalized solutions: GLP-1 hormones dermatology 🔸 Main driver - GLP-1 drugs (incl. Semaglutide $NVOs #Wegovy/#Ozempic analog) $HIMS sold compounded versions of Semaglutide - unbranded copies made under original drug"
@SoJustFollowMe on X 2025-07-14 13:54:39 UTC XXX followers, XXX engagements

"@Ashton_1nvests My memory didnt hang on to their tickers - all those stories ended in Chapter XX anyway"
@SoJustFollowMe on X 2025-07-23 00:33:24 UTC XXX followers, XXX engagements

"@YodaStockInvest @longoption @am__haines @TacticzH @Ashton_1nvests @mind1nvestor @TheEUInvestor @meeijer @FrameworkWisely @weary_centurion @TheValueTrade @DeepIceValue @TheBrilliantBu1 @TheRonnieVShow @HyperTechInvest @MMoney642 @GabGrowth @KabraxFX @hollertotide @TheDrugMoney Do you really take holding stocks that seriously Ive already sold $AMD twice this year - both times locking in solid gains. Now Im just waiting for the third setup"
@SoJustFollowMe on X 2025-07-21 11:30:28 UTC XXX followers, XXX engagements

"@YodaStockInvest Maybe it is okay to go with $NVDA $GOOGL $META $AMD and $RKLB after all"
@SoJustFollowMe on X 2025-07-21 18:04:02 UTC XXX followers, XXX engagements

"@longoption Whenever I feel an overwhelming urge to buy I always go for it - even if it goes against my strategy. After all Im human not a robot or an algorithm. But I do it with a very small size. That way I keep the peace with myself 🙂"
@SoJustFollowMe on X 2025-07-19 10:39:52 UTC XXX followers, XX engagements

"@Ashton_1nvests Last week I made a bunch of moves - both new buys and position adds: $AMZN $META $AAPL $ADBE $ASML $NFLX $ORCL $DASH $JPM $NVO $CPRT $RSP and $TLT"
@SoJustFollowMe on X 2025-07-20 22:28:50 UTC XXX followers, XXX engagements

"@TacticzH My favorites from this list are $LLY $AMD and $ADYEN. $TSM is an amazing company but Im cautious because of the geopolitical risks. As for $RHM - its untouchable for me. Youll never see weapons manufacturers in my portfolio. Thats a hard no - total taboo"
@SoJustFollowMe on X 2025-07-20 14:02:24 UTC XXX followers, 1860 engagements

"🚨 Ever looked into #Copart These are the kinds of trends worth trading Since 2014 $CPRT has tapped its weekly XXX EMA five times - and every single time a strong trend followed. Win rate:❗100%❗Hats off 🧢🧢 Ill absolutely be buying $CPRT if it touches that level again - currently around $XX 🎯 Whether that works for you or not - the decision is yours. And only yours. #SoJustFollowMe #SoJustTechCharts #SoJustMarketAnalytics #StockAnalysis #FollowTheTrends #StockCharts"
@SoJustFollowMe on X 2025-07-03 16:00:29 UTC XXX followers, 2793 engagements

"As of today the monthly XX EMA for $CPRT is at $XXXXX. If the price pulls back to that level (and it looks like it might) - its a clear buy for me. #SoJustFollowMe #SoJustTechCharts #FollowTheTrends #StockCharts"
@SoJustFollowMe on X 2025-07-15 18:21:15 UTC XXX followers, XXX engagements

"Maybe it will maybe it wont. Theres no point trying to predict these things - its simply not possible. The only ones who seem to get it right are the people shouting every day that the sky is about to fall and eventually - a month a quarter a year two three - when it finally does they come out and say: Told you so"
@SoJustFollowMe on X 2025-07-21 10:14:26 UTC XXX followers, XX engagements

"This Weeks US Market Winners and Losers 📈 A strong week for $NKE $FSLR $HPE $CCL $WYNN $NCLH $EL $RCL $SW $MRNA $MGM $ORCL $SNPS $F $LVS $FDX and $BLDR 📉 A rough week for $CNC $MOH $EXE $PLTR $SPOT $WMB $ELV $COIN and $EQT #SoJustFollowMe #SoJustMarketMovers #WinnersAndLosers"
@SoJustFollowMe on X 2025-07-03 17:07:04 UTC XXX followers, XXX engagements

"$GRAB EXPANDING DOMINANCE IN SOUTHEAST ASIA In Q125 the company reported: 🔹 Revenue of $773M (+18% y/y) 🔹 Adjusted EPS of $XXXX (vs -$0.03 a year ago) Guidance for 2025: 🔹 Revenue of $3.33B$3.40B (+19%22% y/y) 🔹 EBITDA of $460M$480M (+47%53% y/y) GROWTH SLOWING BUT NOT STALLING Like $UBER Grab reports in two main segments: Mobility and Deliveries. Total on-demand GMV rose XX% y/y to $4.93B - a slowdown from Q424. The Mobility business also decelerated to +17%. That said in June Grab released performance data for AprilMay showing GMV growth bouncing back above 20%. Take rate held steady at"
@SoJustFollowMe on X 2025-07-19 13:11:47 UTC XXX followers, 1155 engagements

"Today I took another bite*👇🏻 🏁 Sold Positions: 🔹 $GOOGL $JPM $RSP $LLY $NVO 📋 My current portfolio: 🔹 $META $AMZN $AVGO $AAPL $ADBE $ASML $NFLX $PYPL $MS $CPRT $DASH $DOCU and $TLT & $TMF 👀 Watchlist: 🔹 $NVDA $MSFT $ORCL $AMD $PLTR $APP $ANET $HOOD and $RBLX * In war there's the strategy of death by a thousand cuts 🥷 In trading I follow the rule of a thousand bites. Take a win - bank it. Then reset. Step by step level by level. Follow me: @SoJustFollowMe"
@SoJustFollowMe on X 2025-07-23 14:18:15 UTC XXX followers, 6224 engagements

"Daily PnL vs $SPY 📈: +0.91% vs +0.19%. Green Day ✅ Daily beta XXXX 📊 New positions: 🔹 $ORCL $JPM 🔹 $SOL and $LTC - XX% of the crypto portfolio each. Both positions were added on Saturday 📈 Increased positions: 🔹 $AMZN $GOOGL $META 🏁 Sold Positions: 🔹 $SPOT $LLY 📋 My current portfolio: 🔹 $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $PLTR $AMD $SNPS $PYPL $DOCU $ORCL $JPM $TLT & $TMF and $SOL & $LTC 👀 Watchlist: 🔹 $NVDA $MSFT $ASML $ANET $HOOD $RBLX and $SPXL & $UPRO (3x $SPY) $TQQQ (3x $QQQ) $SOXL (3x $SMH / $SOX) $UDOW (3x $DIA) $FAS (3x $XLF) #SoJustFollowMe #SoJustDailyPnL"
@SoJustFollowMe on X 2025-07-14 20:02:37 UTC XXX followers, XXX engagements

"Portfolio Allocation (as of July XX 2025) $AAPL - XXXX% $ADBE - XXXX% $AMZN - XXXXX% $ASML - XXXX% $AVGO - XXXX% $CPRT - XXXX% $DASH - XXXX% $DOCU - XXXX% $GOOGL - XXXX% $JPM - XXXX% $LLY - XXXX% $META - XXXXX% $MS - XXXX% $NFLX - XXXX% $NVO - XXXX% $RSP - XXXX% $PYPL - XXXX% $TLT & $TMF - XXXXX% Follow me: @SoJustFollowMe"
@SoJustFollowMe on X 2025-07-21 20:22:22 UTC XXX followers, 1635 engagements

"@TacticzH $ASML might dip a bit further to XXX but in my view its already a great buy - so I didnt wait"
@SoJustFollowMe on X 2025-07-21 10:06:12 UTC XXX followers, XXX engagements

"@TacticzH I dont know $EVO and Im only vaguely familiar with $OSCR and $DLO. As for the rest - its a very strong yes"
@SoJustFollowMe on X 2025-07-21 20:38:31 UTC XXX followers, XXX engagements

"@TacticzH The portfolio is excellent but its strange to see $CHTR in it. Also Im coming across $CCCS for the first time - I dont know anything about it but judging by the 5-year price chart its been a very volatile story"
@SoJustFollowMe on X 2025-07-11 09:52:46 UTC XXX followers, XXX engagements

"I know there are a lot of Buffett fans here on X. My opinion isnt a popular one - but I honestly think his exit would be a net positive for $BRK shareholders. Ive got a chart comparing $BRK and $SPY returns from the start of 2022 to now but even if you go further back the picture doesnt really change. The reality is over the past XX years he hasnt even managed to outperform $SPY. He was great once - but that time is long gone"
@SoJustFollowMe on X 2025-07-21 12:55:57 UTC XXX followers, XXX engagements

"Ever think they might be buying just to stop the drop - leading by example Thats how it usually goes during hype cycles. Sometimes the company takes off down the road but most end up as duds. Im not saying $OSCR is an empty shell - just that outcomes vary. Theres no single formula for success"
@SoJustFollowMe on X 2025-07-18 18:49:38 UTC XXX followers, 2340 engagements

"@Ashton_1nvests Most recently - $PLTR and $AMD"
@SoJustFollowMe on X 2025-07-21 00:11:03 UTC XXX followers, XXX engagements

"Daily PnL vs $SPY 📈: +0.01% vs -0.07%. Green Day ✅ Daily beta - 📊 New positions: 🔹 $DASH $NVO 📈 Increased positions: 🔹 $NFLX $CPRT 📋 My current portfolio: 🔹 $META $AMZN $GOOGL $ASML $AAPL $ADBE $AVGO $NFLX $JPM $RSP $PYPL $CPRT $DASH $DOCU $NVO and $TLT & $TMF 🔹 $XRP $SOL $LTC $TON - XX% of the crypto portfolio each 👀 Watchlist: 🔹 $NVDA $MSFT $ORCL $ANET $HOOD $RBLX $APP $AMD $PLTR and $LLY #SoJustFollowMe #SoJustDailyPnL #PnLvsSPY #SoJustPortfolioUpdate #TradingResults"
@SoJustFollowMe on X 2025-07-18 20:02:10 UTC XXX followers, XXX engagements

"As I wrote on June XX $DECK has spent plenty of time around its weekly XXX SMA - and its starting to move. A breakout above the weekly XXX EMA ($108.85 as of today) would likely mark the start of a strong uptrend. If I were looking to add $DECK - and missed it at $XXX for whatever reason - Id be buying right now before it runs. Follow me: @SoJustFollowMe"
@SoJustFollowMe on X 2025-07-24 13:50:45 UTC XXX followers, XXX engagements

"$ASML carries the same market risk as the broader index - plus its essentially the only maker of advanced lithography equipment (aside from two Japanese companies Canon and Nikon) and clearly the main beneficiary if the semiconductor market rebounds following a disruption or shutdown of $TSM in Taiwan. Could you please explain your point of view"
@SoJustFollowMe on X 2025-07-15 09:58:34 UTC XXX followers, XXX engagements

"This Weeks US Market Winners and Losers 📈 A strong week for $NBIS $IVZ $SE $SHOP $BABA $JD $WBD $ALB $FSLR $CCJ $COIN $PLTR $AMD $ARM $EQT $C $GEV $ORCL $TTD $FTNT $PEP $AES $HWM $SNA $FAST $ADSK and $TDY 📉 A rough week for $WAT $ELV $MOH $CNC $SLB $RVTY $HAL $STLA $ASML $MU $BLDR $WST $MRNA $A $DHR $WST $UNH $BIIB $APA $XOM $ABT and $NVO #SoJustFollowMe #SoJustMarketMovers #WinnersAndLosers"
@SoJustFollowMe on X 2025-07-18 20:16:16 UTC XXX followers, 1354 engagements

"@SimeonResearch_ @TacticzH I dont have enough knowledge about $FFH.TO so I cant really confirm or deny your point. What I can say for sure is that $BRK has been very weak"
@SoJustFollowMe on X 2025-07-21 16:01:11 UTC XXX followers, XXX engagements

"This Weeks US Market Winners and Losers 📊 📈 A strong week for $NKE $ANET $CCL $ALB $COIN $ENPH $ARM $RCL $AMD $GNRC $NTRS $NU $BX $KKR $DASH $NVDA $FCX $TSM $UBER $STX $GEV $NRG $WBD $AVGO $GS $CCJ and $NBIS 📉 A rough week for $SSL $EQIX $CF $HAL $WDS $EC $APA $NVO $OXY $FANG $DVN $BG $CAG $SLB $CTRA $EBAY $GIS $DRI $VLO $COP and $XOM #SoJustFollowMe #SoJustMarketMovers #WinnersAndLosers"
@SoJustFollowMe on X 2025-06-27 20:07:33 UTC XXX followers, XXX engagements

"If you remember my posts from June XX and June XX you know I follow the Thousand Bites rule. If not - do scroll back and check them out. Today I took another bite👇🏻 🏁 Sold Positions: 🔹 $AMD $SNPS 📋 My current portfolio: 🔹 $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $PLTR $PYPL $DOCU $ORCL $JPM and $TLT & $TMF 👀 Watchlist: 🔹 $NVDA $MSFT $ASML $ANET $HOOD $RBLX and $JBL #SoJustFollowMe #SoJustBiteByBite #SoJustStepByStep #TradingResults"
@SoJustFollowMe on X 2025-07-15 14:37:55 UTC XXX followers, XXX engagements

"@TacticzH I remember your well-balanced portfolio. I think theres a good chance $ASML starts outperforming the broader market in H2"
@SoJustFollowMe on X 2025-07-22 10:08:52 UTC XXX followers, XXX engagements

"@TacticzH $LVMH $RMS Hermes $RACE and $ASML XXXXX% each $SPOT and $OR LOral XXX% each $GLEN Glencore $ANTO Antofagasta $AAL Anglo-American $AMS Anglo-American Platinum $IMP Impala Platinum and $SBSW Sibanye-Stillwater X% each"
@SoJustFollowMe on X 2025-07-08 20:25:16 UTC XXX followers, 1398 engagements

"@YodaStockInvest Right now I hold $ASML. Im curious - why dont you buy foreign stocks listed in the U.S"
@SoJustFollowMe on X 2025-07-20 20:02:11 UTC XXX followers, XXX engagements

"@MMoney642 Reading through $GOOGLs report - looks great to me. Very possible Ill rebuild the full position tomorrow or sometime soon"
@SoJustFollowMe on X 2025-07-23 20:49:48 UTC XXX followers, XXX engagements

"@alc2022 I made good money on $AMD twice since April - but lets be honest it was a risky bet. I made even more on $NVDA $SMH and $SOXL - and those plays felt a lot safer"
@SoJustFollowMe on X 2025-07-17 22:54:46 UTC XXX followers, XXX 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 🔸 Revenue: $979.3M (2% y/y) 🔸 Adj. EPS: $XXXX (flat y/y) 2025 GUIDANCE: MODEST GROWTH 🔹 Revenue growth: +3.55.5% 🔹 Volume growth: +46% 🔹 ASP: expected to decline 🔹 Op. margin: XXXX% (+70bps y/y) INVISALIGN STILL DRIVES"
@SoJustFollowMe on X 2025-07-20 11:07:13 UTC XXX followers, 1500 engagements

"WEAK DEMAND IS SHAPING INFLATION WHY ITS TIME FOR THE FED TO EASE June CPI came in at XXX% YoY mostly driven by rent energy and dining out. But strip out rent #OER and shelter inflation looks far less alarming. Airfares and both new and used cars continue to fall in price. Core #CPI (ex-food and energy) rose just XXX% MoM. Price increases in essentials like food electricity and healthcare are selective at best. Consumer pressure is mounting - companies are increasingly unable to pass on cost increases. On the producer side #PPI shows almost no price growth. Services actually fell XXX% led by"
@SoJustFollowMe on X 2025-07-22 15:58:52 UTC XXX followers, XXX engagements

"@YodaStockInvest My overall goal: grow the portfolio to $10M by Dec XX 2030. And right now - just taking it step by step climbing one rung at a time toward it"
@SoJustFollowMe on X 2025-07-23 00:28:24 UTC XXX followers, XXX engagements

"The U.S. trade balance - or rather imbalance - with key partners #SoJustFollowMe #SoJustMarketNews #USTradeDeficit #TradeBalance #Macro #Geopolitics #TradeWars #GlobalTrade"
@SoJustFollowMe on X 2025-07-14 15:16:01 UTC XXX followers, XXX engagements

"RECESSIONARY SIGNALS HIDING BEHIND STRONG HEADLINES 🔹 The June U.S. jobs report triggered a short-lived spike in Treasury yields - the 10-year hit XXXX% the 30-year climbed to 4.86%. 🔹 Market odds of a July rate cut by the Fed dropped to nearly X% and September odds fell from XXX% to 80%. BUT IF YOU DIG INTO THE DETAILS - ITS NOT SO PRETTY 🔸 All the job growth came from government and healthcare - sectors that are largely cycle-neutral. 🔸 The private sector added just +74K jobs - the lowest in X months. 🔸 Some of that growth was purely statistical inflated by seasonal adjustments. LABOR"
@SoJustFollowMe on X 2025-07-05 14:31:26 UTC XXX followers, XXX engagements

"Daily PnL vs $SPY 📈: +2.74% vs +0.18%. Green Day ✅ Daily beta XXXX 📊 New positions: 🔹 $LLY $MS 📈 Increased positions: 🔹 $NVO 📋 My current portfolio: 🔹 $META $AMZN $GOOGL $AVGO $AAPL $ADBE $ASML $NFLX $JPM $LLY $RSP $PYPL $NVO $MS $CPRT $DASH $DOCU and $TLT & $TMF 🔹 $XRP $SOL $LTC $TON - XX% of the crypto portfolio each 👀 Watchlist: 🔹 $NVDA $MSFT $ORCL $ANET $HOOD $RBLX $APP $AMD and $PLTR Follow me: @SoJustFollowMe"
@SoJustFollowMe on X 2025-07-21 23:03:02 UTC XXX followers, XXX engagements

"Daily PnL vs $SPY 📈: +1.45% vs +0.59%. Green Day ✅ Daily beta XXXX 📊 📋 My current portfolio: 🔹 $AMZN $GOOGL $META $ADBE $AVGO $NFLX $SPOT $PLTR $AMD $SNPS $LLY $PYPL $DOCU $TLT & $TMF and $SOL (100% of the crypto portfolio) 👀 Watchlist: 🔹 $NVDA $MSFT $AAPL $ORCL $ASML $ADSK $ANET and $SPXL & $UPRO (3x $SPY) $TQQQ (3x $QQQ) $SOXL (3x $SMH / $SOX) $UDOW (3x $DIA) $FAS (3x $XLF) #SoJustFollowMe #SoJustDailyPnL #PnLvsSPY #SoJustPortfolioUpdate #TradingResults"
@SoJustFollowMe on X 2025-07-09 20:01:54 UTC XXX followers, XXX engagements

"🚨 Into #Cadence Design Systems Over the past X years $CDNS has formed an interesting pattern around its 100-week EMA: X out of X touches led to bounces or uptrends - thats an XX% win rate. 📈 If I were looking to add $CDNS Id be watching for a touch of that 100-week EMA - currently near $XXX. 🎯 Will I add it Not sure yet. Still thinking. Leaning toward its bigger rival - #Synopsys $SNPS. Whether that works for you or not - the decision is yours. And only yours. #SoJustFollowMe #SoJustTechCharts #SoJustMarketAnalytics #StockAnalysis #FollowTheTrends #StockCharts"
@SoJustFollowMe on X 2025-06-24 16:32:25 UTC XXX followers, XXX engagements

"@TacticzH I agree on $ASML $GOOGL and $NVO. As for $OSCR and $DLO - I dont know the stories well enough so Ill refrain from commenting 🙂"
@SoJustFollowMe on X 2025-07-18 21:56:16 UTC XXX followers, 2071 engagements

"@nataninvesting A rally along with global markets following the $SPX all the way to $7000"
@SoJustFollowMe on X 2025-07-20 16:58:05 UTC XXX followers, XXX engagements

"@MichaelZero10 Ive got a tiny position in $SEDG (so small I dont even include it in my published portfolio) and youve got $ENPH - so I guess its time for us to accept some congratulations 😉"
@SoJustFollowMe on X 2025-07-22 20:04:51 UTC XXX followers, XXX engagements

"Some time ago I criticized your portfolio for having too many Chinese companies. Today while writing my post FOR NON-US INVESTORS THIS SHOULD CATCH YOUR EYE I thought of you and what you wrote back then - that youre European. You know I have to admit I was being one-sided and wrong in what I wrote at the time. Its never fun to admit youre wrong - but in this case I was. I apologize"
@SoJustFollowMe on X 2025-07-22 13:08:40 UTC XXX followers, XX engagements

"@TacticzH Yes $ASML makes up XXX% of my portfolio"
@SoJustFollowMe on X 2025-07-22 10:02:54 UTC XXX followers, XXX engagements

"Portfolio Allocation (as of July XX 2025) $AAPL - XXXX% $ADBE - XXXX% $AMZN - XXXXX% $ASML - XXXX% $AVGO - XXXX% $CPRT - XXXX% $DOCU - XXXX% $GOOGL - XXXX% $JPM - XXXX% $META - XXXXX% $NFLX - XXXX% $RSP - XXXX% $PYPL - XXXX% $TLT & $TMF - XXXXX% #SoJustFollowMe #SoJustPortfolioUpdate #FollowMyInvestment #StockPortfolio"
@SoJustFollowMe on X 2025-07-16 20:19:32 UTC XXX followers, 4117 engagements

"NVIDIAs market cap is now equal to XXX% of global GDP according to Deutsche Bank. $NVDA is the largest publicly traded company in the world with its market cap recently topping $X trillion. #SoJustFollowMe #SoJustMarketNews"
@SoJustFollowMe on X 2025-07-14 20:17:43 UTC XXX followers, XXX engagements

"@MMoney642 Im looking for a way to add $ASML and Im interested in $TOST"
@SoJustFollowMe on X 2025-07-08 18:47:22 UTC XXX followers, XXX engagements

"MY TOP PICKS IN PHARMA 🔹 The markets still on edge waiting for Trumps promised drug tariffs - a promise hes made twice now. 🔹 Whether they happen or not I think the sector walks away with a scare at most. Its a politically painful move and would blow back via higher Medicaid spending. 🔹 Im focusing on fundamentally strong names with mid-term catalysts. 🔸 $LLY Dominant in GLP-1 and Alzheimers with limited competition. Upcoming catalyst: oral GLP-1 trial data in Q3. Valuation still reasonable - fwd PEG X. 🔸 $AXSM CNS-focused. Strong results from AXS-12 and AXS-05. High probability of"
@SoJustFollowMe on X 2025-07-18 14:12:04 UTC XXX followers, 2194 engagements

"This Weeks US Market Winners and Losers 📈 A strong week for $DAL $MRNA $PTC $AES $TPR $LUV $COIN $DLTR $HAL $UAL $HES $AMD $ANET $VLO $PLTR $OXY $ALB $ON $WYNN and $BA 📉 A rough week for $FICO $FSLR $DODG $ADSK $NBIS $NOW $KMX $AXON $ACN $WDAY $CAG $MOH $BAX $PANW $EPAM $CTSH $CRWD $PYPL $MNSR $HSY and $FTNT #SoJustFollowMe #SoJustMarketMovers #WinnersAndLosers"
@SoJustFollowMe on X 2025-07-11 21:37:32 UTC XXX followers, 1127 engagements

"Youre talking about daily moving averages but your chart shows weekly ones. $FICO actually has a really solid pattern but its on the monthly XXX SMA Next time $FICO comes down to that level Ill definitely trade it. But I dont think thats happening this time - so Im not interested in it right now. I dont see any clear setups on the daily or weekly charts"
@SoJustFollowMe on X 2025-07-08 16:46:53 UTC XXX followers, XXX engagements

"$IIPR - HIGH DIVIDENDS ARE OVER or A NIGHTMARE ACROSS THE ENTIRE CANNABIS MARKET 🧟🧟♀🧟♂ 🔹 Shares of $IIPR - a REIT specializing in leasing facilities to licensed cannabis operators in the U.S. - have collapsed XX% from their 2021 highs. 🔹 The cannabis industry both in the U.S. and Canada is in total disarray. One of its so-called flagships $TLRY is down more than XX% since listing. 🔹 And its not just Tilray. $CGC $ACB $CRON $HEXO $VFF $SNDL $TCNNF - the whole group is either barely breathing or actively vaporizing shareholder equity. DEFAULTS AND VACANCIES 🔸 Back in March management"
@SoJustFollowMe on X 2025-07-04 17:03:34 UTC XXX followers, XXX engagements

"Lets be honest: algorithms dont care about intrinsic value news or any of that. They just do their job - no emotions no questions asked. What really matters is that trading itself has become algorithmic - 8085% of all volume is now driven by algos. Well have to live with it - whether we like it or not 🤷🏻♂"
@SoJustFollowMe on X 2025-07-24 13:16:39 UTC XXX followers, XX engagements