# ![@jablamsky Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::155568933.png) @jablamsky Jessica Ablamsky

Jessica Ablamsky posts on X about stocks, $amzn, $nvda, $tjx the most. They currently have [-------] followers and [----] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::155568933/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::155568933/c:line/m:interactions.svg)

- [--] Week [-----] -70%
- [--] Month [------] +23%
- [--] Months [-------] -40%
- [--] Year [-------] -37%

### Mentions: [--] [#](/creator/twitter::155568933/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::155568933/c:line/m:posts_active.svg)

- [--] Month [--] -97%
- [--] Months [---] -43%
- [--] Year [---] -21%

### Followers: [-------] [#](/creator/twitter::155568933/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::155568933/c:line/m:followers.svg)

- [--] Week [------] -0.08%
- [--] Month [------] -0.35%
- [--] Months [------] -0.29%
- [--] Year [------] -0.36%

### CreatorRank: undefined [#](/creator/twitter::155568933/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::155568933/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [fashion brands](/list/fashion-brands)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[stocks](/topic/stocks), [$amzn](/topic/$amzn), [$nvda](/topic/$nvda), [$tjx](/topic/$tjx), [$spy](/topic/$spy), [$wmt](/topic/$wmt), [money](/topic/money), [$aapl](/topic/$aapl), [$smh](/topic/$smh), [$goog](/topic/$goog)

**Top accounts mentioned or mentioned by**
[@svtechie](/creator/undefined) [@logicalthesis](/creator/undefined) [@investafter40](/creator/undefined) [@jonahlupton](/creator/undefined) [@foxyfomo](/creator/undefined) [@investornick](/creator/undefined) [@calmtrader102](/creator/undefined) [@jmysct0](/creator/undefined) [@maxthecomrade](/creator/undefined) [@ecommerceshares](/creator/undefined) [@jotrader4](/creator/undefined) [@mommavestor](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@plantmath1](/creator/undefined) [@qcapital2020](/creator/undefined) [@cantstopstupid1](/creator/undefined) [@archna2011](/creator/undefined) [@siyul](/creator/undefined) [@katbaker2017](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [TJX Companies, Inc. (TJX)](/topic/$tjx) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Walmart, Inc. (WMT)](/topic/$wmt) [Apple, Inc. (AAPL)](/topic/$aapl) [Spacemesh (SMH)](/topic/$smh) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Target Corporation (TGT)](/topic/$tgt) [Costco Hot Dog (COST)](/topic/$cost) [Decentral Games (DG)](/topic/$dg) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Tesla, Inc. (TSLA)](/topic/$tsla) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [Pinterest, Inc. (PINS)](/topic/$pins) [Microsoft Corp. (MSFT)](/topic/$msft) [Capri Holdings Limited (CPRI)](/topic/$cpri) [Etsy Inc (ETSY)](/topic/$etsy) [Nike Inc (NKE)](/topic/$nke) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Block, Inc. (SQ)](/topic/$sq) [Lam Research Corporation (LRCX)](/topic/$lrcx) [DisChain (DIS)](/topic/$dis) [American Eagle Outfitters (AEO)](/topic/$aeo) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Ross Stores, Inc. (ROST)](/topic/$rost) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Autozone Inc (AZO)](/topic/$azo) [Advanced Micro Devices (AMD)](/topic/$amd) [Alibaba Group (BABA)](/topic/$baba) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Home Depot, Inc. (HD)](/topic/$hd) [Tapestry, Inc. (TPR)](/topic/$tpr) [Hasbro, Inc. (HAS)](/topic/$has) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Snap, Inc. (SNAP)](/topic/$snap) [Burlington Stores, Inc. (BURL)](/topic/$burl) [Hershey Co (HSY)](/topic/$hsy) [Sea Limited (SE)](/topic/$se) [MercadoLibre Inc (MELI)](/topic/$meli) [Five Below, Inc. (FIVE)](/topic/$five) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Adobe, Inc. (ADBE)](/topic/$adbe) [Shopify Inc (SHOP)](/topic/$shop) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Dell Technologies, Inc. (DELL)](/topic/dell) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Intel Corporation (INTC)](/topic/$intc) [Netflix Inc (NFLX)](/topic/$nflx) [UnitedHealth Group (UNH)](/topic/$unh) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Poshmark, Inc. (POSH)](/topic/$posh) [Crocs, Inc. (CROX)](/topic/$crox) [Metadium (META)](/topic/$meta) [Eli Lilly and Company (LLY)](/topic/$lly) [ELYSIA (EL)](/topic/$el) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Kroger Co (KR)](/topic/$kr) [Robonomics Network (XRT)](/topic/$xrt) [Doge Jones Industrial Average (DJI)](/topic/$dji)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$LVGO $TDOC $AMWL and $GDRX arent the only great healthcare tech stocks. Small promising companies are being ignored. Heres a list: $CBIIF $CHNG $CVLB $DORCF $GOCO $HCAT $HCCO $HQY $LTRN $MTBC $OAC $ONEM $TTFP $TRHC $WLYYF"  
[X Link](https://x.com/jablamsky/status/1316034802277998600)  2020-10-13T15:15Z 21.1K followers, [---] engagements


"Unpopular Opinion: Be careful. $PLTR has 60% public ownership. The pullback will be swift and brutal. I never use stops. But Id use stops on all the small cap meme stocks right now. $PLTR $JUMIA $NIO $PLTR +200% . in a month $PLTR +200% . in a month"  
[X Link](https://x.com/anyuser/status/1332325488493166595)  2020-11-27T14:08Z 21.1K followers, [---] engagements


"Oops $PLTR and $NIO are large caps. $JUMIA is a mid-cap now"  
[X Link](https://x.com/jablamsky/status/1332330687286841350)  2020-11-27T14:29Z 21.1K followers, [--] engagements


"@caleb_investTML @DadInvest I have $GBIL and $VUSB in my taxable account. Theyre ultra short term bond ETFs with higher dividends than the interest on a CD or high yield savings account. Ultra short term is less sensitive to interest rate changes lower volatility steadier returns and highly liquid"  
[X Link](https://x.com/jablamsky/status/1928806115187253611)  2025-05-31T13:29Z 21.1K followers, [---] engagements


"$TDOC crushed Q2: -REVENUE: Year-over-year Q2 revenue grows 85% to $241.0 million. -VISITS: Total visits increase 203% to [---] million -GUIDANCE: 30% to 40% revenue growth for full year 2021"  
[X Link](https://x.com/jablamsky/status/1288570190062526464)  2020-07-29T20:20Z 21.4K followers, [--] engagements


"@avgodfather @LeftBrainIR @RichardMoglen @MartyChargin @richard_chu97 @FromValue @saxena_puru @alphacharts365 @andrescardenal @PatternProfits @StockNovice @RamBhupatiraju @Beth_Kindig @MadMraket Thanks"  
[X Link](https://x.com/jablamsky/status/1294708301813313536)  2020-08-15T18:51Z 21.4K followers, [--] engagements


"$VEEV Q2: Non-GAAP EPS of $0.72 beats by $0.08 GAAP EPS of $0.58 beats by $0.06 Revenue of $353.68M (+32.5% Y/Y) beats by $13.68M Subscription Services Revenues of $283.5M up 30% YOY Adj. operating margin of 40.8% vs consensus 37.4%"  
[X Link](https://x.com/jablamsky/status/1299077794228391936)  2020-08-27T20:14Z 21.4K followers, [--] engagements


"The fitness wars continue. Big news with the $AMZN bike. Were going to find out whether $PTON is the $AAPL of fitness. https://www.google.com/amp/s/www.nbcnews.com/news/amp/ncna1240627 https://www.google.com/amp/s/www.nbcnews.com/news/amp/ncna1240627"  
[X Link](https://x.com/jablamsky/status/1308409864365002755)  2020-09-22T14:16Z 21.2K followers, [--] engagements


"Wow $DDOG. Jan [----] calls up almost 20%"  
[X Link](https://x.com/jablamsky/status/1311325573801672704)  2020-09-30T15:22Z 21.4K followers, [--] engagements


"$HCCO is merging with SOC Telemed. May park some money and see what happens. The market isnt impressed with SOC but I am very interested. Lot of potential in this niche. https://www.soctelemed.com/blog/the-other-telemedicine-thats-changing-the-face-of-healthcare-delivery/ https://www.soctelemed.com/blog/the-other-telemedicine-thats-changing-the-face-of-healthcare-delivery/"  
[X Link](https://x.com/jablamsky/status/1314989305383837696)  2020-10-10T18:00Z 21.2K followers, [--] engagements


"This is why Im very interested in $HCCO. So much potential with this model"  
[X Link](https://x.com/jablamsky/status/1315064823109935104)  2020-10-10T23:01Z 21.2K followers, [--] engagements


"You cant fight telehealth. Its the future. Hospital administrators arent even trying. For many hospitals its the only way to stay relevant. We have a shortage of medical professionals particularly in rural areas. Long $TDOC $LVGO $AMWL Probably starting $HCCO $OAC"  
[X Link](https://x.com/jablamsky/status/1315298946596569088)  2020-10-11T14:31Z 21.2K followers, [--] engagements


"@ChrisGallo_AB Doctors cant just use any video conferencing platform. Thats why $ZM offers HIPPA compliant plans. In addition to powering telehealth for organizations $TDOC has its own doctors and therapists. Thats a pain point. Trained medical professionals are a limited resource"  
[X Link](https://x.com/jablamsky/status/1315317357695266818)  2020-10-11T15:44Z 21.2K followers, [--] engagements


"@ChrisGallo_AB Im very interested in $HCCO for the same reason. SOC Telemed has specialists on staff and is planning to expand. Similar model as $TDOC but a very promising niche"  
[X Link](https://x.com/jablamsky/status/1315317791239491584)  2020-10-11T15:46Z 21.2K followers, [--] engagements


"@vetris_stocks Clover Health and $ONEM are very different models than $TDOC $AMWL and $HCCO (SOC Telemed) TBH I havent decided yet how I feel about the former. Been mulling it over for a while. For now sticking with the higher margin grouptelehealth pure plays"  
[X Link](https://x.com/jablamsky/status/1315318405289766912)  2020-10-11T15:48Z 21.2K followers, [--] engagements


"@BrockHBriggs Ive been researching $HCCO and $OAC. Super interested in $HCCO. Just starting looking into $DORCF and $WLYYF. $DORCF is tiny but I really like the US expansion. Brilliant vision if they can make it happen"  
[X Link](https://x.com/jablamsky/status/1315433765045366785)  2020-10-11T23:27Z 21.2K followers, [--] engagements


"@_Mel__Kim @Thursto74122597 Covid has been a headwind for $HCCO but they both are very reasonably valued based on the multiples of other telehealth companies. Maybe the market will notice after the tickers change"  
[X Link](https://x.com/jablamsky/status/1315651069507072001)  2020-10-12T13:50Z 21.2K followers, [--] engagements


"Covid has been a headwind for $HCCO. But $HCCO and $OAC are very reasonably valued based on the multiples of other telehealth companies. Maybe the market will notice after the tickers change"  
[X Link](https://x.com/jablamsky/status/1315651329717465089)  2020-10-12T13:51Z 21.2K followers, [--] engagements


"Started $HCCO. Will be taking it up to a half position. Im willing to be patient on this one. I think it has long term potential"  
[X Link](https://x.com/jablamsky/status/1315659488989339648)  2020-10-12T14:24Z 21.2K followers, [--] engagements


"@_Mel__Kim Totally agree"  
[X Link](https://x.com/jablamsky/status/1315660290583785477)  2020-10-12T14:27Z 21.2K followers, [--] engagements


"@SeifelCapital I started $HCCO. Planning to be patient on this one. I think its got long term potential"  
[X Link](https://x.com/jablamsky/status/1315669726232633345)  2020-10-12T15:04Z 21.2K followers, [--] engagements


"@_atulmehta @_Mel__Kim Im not particularly worried about $HCCO chart. Could go lower but if youve got a long horizon the risk/reward from here seems very favorable. Im thinking very long term on this one"  
[X Link](https://x.com/jablamsky/status/1315735685261795329)  2020-10-12T19:26Z 21.2K followers, [--] engagements


"@StockMarketNerd You checked out $HCCO yet I like it a lot"  
[X Link](https://x.com/jablamsky/status/1316016399236562946)  2020-10-13T14:02Z 21.2K followers, [--] engagements


"@StockMarketNerd Anytime. I think its an amazing niche with a lot of potential and the long term risk/reward looks very good"  
[X Link](https://x.com/jablamsky/status/1316024507702767616)  2020-10-13T14:34Z 21.2K followers, [--] engagements


"@StockMarketNerd $HCCO is acquiring SOC Telemed. Covid has actually been a headwind due for SOC but that should be temporary. Give this a read. https://www.soctelemed.com/blog/the-other-telemedicine-thats-changing-the-face-of-healthcare-delivery https://www.soctelemed.com/blog/the-other-telemedicine-thats-changing-the-face-of-healthcare-delivery"  
[X Link](https://x.com/jablamsky/status/1316025397226532870)  2020-10-13T14:37Z 21.2K followers, [--] engagements


"I dont remember who put $FTHM on my radar but thats some heavy volume this early in the day. No position but daaamn"  
[X Link](https://x.com/jablamsky/status/1316028671971389440)  2020-10-13T14:51Z 21.4K followers, [--] engagements


"@philgrahambiz There are interesting small and microcaps in healthcare tech. So many great opportunities in the space that small promising companies are being ignored. $ONEM $HCAT $CHNG $HCCO $DORCF $OAC $HQY $GOCO Thats just a start. Plenty of room for growth and multiple expansion"  
[X Link](https://x.com/jablamsky/status/1316031063525793794)  2020-10-13T15:00Z 21.2K followers, [--] engagements


"@vetris_stocks My favorite is $HCCO but that doesnt mean its the best"  
[X Link](https://x.com/jablamsky/status/1316082773178773505)  2020-10-13T18:25Z 21.2K followers, [--] engagements


"@DeVouge Im adding to $AMWL $HCCO and $PINS right now"  
[X Link](https://x.com/jablamsky/status/1316190637524353027)  2020-10-14T01:34Z 21.2K followers, [--] engagements


"@ash_loskor I have a half position in $HCCO. $HCAT is a great company. The CEO is almost absurdly well liked according to Glassdoor"  
[X Link](https://x.com/jablamsky/status/1316418911596761088)  2020-10-14T16:41Z 21.2K followers, [--] engagements


"@Thursto74122597 I compromised with myself and took a half position in $HCCO. I wanted a full position"  
[X Link](https://x.com/jablamsky/status/1316527658210009088)  2020-10-14T23:53Z 21.2K followers, [--] engagements


"None of my core positions are for sale. E-commerce: $AMZN $BABA $JD Medtech: $LVGO $TDOC $VEEV Home flippers: $IPOB $RDFN $Z Other: $LULU $PINS $DKNG $SE $SQ not core positions yet but could get there. Not selling until my thesis plays out"  
[X Link](https://x.com/jablamsky/status/1316765278840053760)  2020-10-15T15:38Z 21.2K followers, [--] engagements


"New: $HCCO $AMWL I ❤ $HCCO. Very high conviction spec. $AMWL is my lowest conviction hold but I want to own in case Im wrong about $TDOC + $LVGO"  
[X Link](https://x.com/jablamsky/status/1316768299909214208)  2020-10-15T15:50Z 21.2K followers, [--] engagements


"@plantmath1 Depends on the company how much cash Ive got how its trading and why my conviction is so high. I had to compromise with myself on $HCCO. I really want to go all in but I took a half position"  
[X Link](https://x.com/jablamsky/status/1316770451423547397)  2020-10-15T15:58Z 21.2K followers, [--] engagements


"@hellodagashi In the very short term I dont have a reason to sell $AMWL. RS is strong. Why so much conviction in $HCCO I love it. Wondering why you do too"  
[X Link](https://x.com/jablamsky/status/1316780530709323781)  2020-10-15T16:38Z 21.2K followers, [--] engagements


"Anyone else notice the unusual volume today in $HCCO"  
[X Link](https://x.com/jablamsky/status/1319371891639869440)  2020-10-22T20:15Z 21.2K followers, [--] engagements


"Not many people on Twitter following $HCCO but seriously. Huge volume today"  
[X Link](https://x.com/jablamsky/status/1319372542528778240)  2020-10-22T20:18Z 21.2K followers, [--] engagements


"@Thursto74122597 @PatternProfits @SatoshiAlien @JonahLupton @Ryan_Burgio @jubliantgroup @TheMarkCooke @StockMarketNerd Im a big fan of SOC Telemed. Had to compromise with myself and take a half position in $HCCO. I wanted to go all in. Its a really interesting niche with a lot of potential"  
[X Link](https://x.com/jablamsky/status/1319421549363957760)  2020-10-22T23:33Z 21.2K followers, [--] engagements


"@frankblaze Im long $HCCO and $IPOB"  
[X Link](https://x.com/jablamsky/status/1320882869955301377)  2020-10-27T00:19Z 21.2K followers, [--] engagements


"So I guess the market is happy with $PINS"  
[X Link](https://x.com/jablamsky/status/1321549315161030656)  2020-10-28T20:28Z 21.4K followers, [--] engagements


"@cameroniadeluca @TheMarkCooke Eying $TTCF $EXPI and $FTCH for potential swings. But what Im most excited about is $HCCO. Had to compromise with myself and take a half position. I wanted to go all in which is VERY unusual for me"  
[X Link](https://x.com/jablamsky/status/1321555895998844928)  2020-10-28T20:54Z 21.2K followers, [--] engagements


"@imran_amjad @KermitCapital We got VERY lucky with $PINS. Its been an epic year. I have a position in $HCCO but thats very very speculative and I like healthcare tech"  
[X Link](https://x.com/jablamsky/status/1321985847105789952)  2020-10-30T01:22Z 21.2K followers, [--] engagements


"Watchlist ready. Adding to core positions: $BABA $ETSY $IPOB $LULU $PINS May also add a few swings. What you watching Twitter friends"  
[X Link](https://x.com/jablamsky/status/1322212749871517697)  2020-10-30T16:24Z 21.2K followers, [--] engagements


"@ash_loskor $HCCO was approved today"  
[X Link](https://x.com/jablamsky/status/1322221697731227649)  2020-10-30T16:59Z 21.2K followers, [--] engagements


"@adventuresinfi $TLMD was $HCCO. Id start here. https://www.soctelemed.com/blog/the-other-telemedicine-thats-changing-the-face-of-healthcare-delivery https://www.soctelemed.com/blog/the-other-telemedicine-thats-changing-the-face-of-healthcare-delivery"  
[X Link](https://x.com/jablamsky/status/1329489473164374016)  2020-11-19T18:19Z 21.2K followers, [--] engagements


"I made more money on $ETSY and $PINS calls than my entire $BABA position"  
[X Link](https://x.com/jablamsky/status/1332368048901169152)  2020-11-27T16:57Z 21.4K followers, [--] engagements


"Its not popular with FinTwit but $CERE is ripping. $SDGR and $BTAI also moving in the right direction"  
[X Link](https://x.com/jablamsky/status/1335978258580402176)  2020-12-07T16:03Z 21.4K followers, [--] engagements


"Are we going for $ETSY $200"  
[X Link](https://x.com/jablamsky/status/1339597835591827459)  2020-12-17T15:46Z 21.4K followers, [--] engagements


"@j_aja4 @frankblaze @jablams1 @southerntrader7 You feel good about the results"  
[X Link](https://x.com/jablamsky/status/1340690136300888070)  2020-12-20T16:06Z 21.2K followers, [--] engagements


"Added to $OPEN. I am very long"  
[X Link](https://x.com/jablamsky/status/1343956394576211970)  2020-12-29T16:25Z 21.4K followers, [--] engagements


"Look what snuck into the green. My friend $OPEN. Not feeling terrible about the bullish options position I started this morning"  
[X Link](https://x.com/jablamsky/status/1344017329537990657)  2020-12-29T20:27Z 21.4K followers, [--] engagements


"Protesters breached the Senate legislative chamber and I cant even get a 1% discount on $SQ"  
[X Link](https://x.com/jablamsky/status/1346916365660082176)  2021-01-06T20:27Z 21.4K followers, [--] engagements


"Nice dip in $OPEN. Still almost 17% off the ATH"  
[X Link](https://x.com/jablamsky/status/1347573796035645440)  2021-01-08T16:00Z 21.4K followers, [--] engagements


"@JonahLupton @dhaval_kotecha @dannyvena @cameroniadeluca @ebcapital @SeifelCapital @GrowthStockInv1 @Ryan_Burgio @Matt_Cochrane7 @TheMarkCooke Very sensible. If you cant wait for a pullback to the [--] or [--] day moving average be ready to average down on a correction"  
[X Link](https://x.com/jablamsky/status/1350551363059519488)  2021-01-16T21:11Z 21.4K followers, [--] engagements


"$MCARY is a Japans first unicorn. Like $POSH. Its a e-commerce platform for buying and selling used items. Its growing fast in the US. But Mercari US is still operating at a loss according to the last ER"  
[X Link](https://x.com/jablamsky/status/1355558363916976128)  2021-01-30T16:47Z 21.2K followers, [--] engagements


"Theres also a cashless payments arm in Japan where no platform has achieved dominance. https://www.usnews.com/news/technology/articles/2020-01-23/japans-mercari-to-buy-origami-in-latest-cashless-payments-consolidation https://www.usnews.com/news/technology/articles/2020-01-23/japans-mercari-to-buy-origami-in-latest-cashless-payments-consolidation"  
[X Link](https://x.com/jablamsky/status/1355558364554559491)  2021-01-30T16:47Z 21.2K followers, [--] engagements


"Heres the $GOOG search term trends for $MCARY and some of its competitors. All the e-commerce companies had spikes in December but $MCARY has stayed high. I dont know if thats word of mouth marketing or both"  
[X Link](https://x.com/jablamsky/status/1355558367607943178)  2021-01-30T16:47Z 21.2K followers, [--] engagements


"I dont know if $ETSY is a direct competitor but its nice for a comparison"  
[X Link](https://x.com/jablamsky/status/1355558378706100229)  2021-01-30T16:47Z 21.2K followers, [--] engagements


"Dont know if Im going to invest. But I am considering it. $POSH has more users and higher margins. $MCARY is growing faster and generates more revenue from its smaller user base. $MCARY is two years younger than $POSH so maybe the faster revenue growth isnt surprising"  
[X Link](https://x.com/jablamsky/status/1355558380161515522)  2021-01-30T16:47Z 21.2K followers, [--] engagements


"Final Thought: Volume for this ticker is very low under [-----]. Thats much lower than Id normally consider. I prefer at least 100k. I did make an exception for $KHOTF at [-----]. Thats all folks. Please share your thoughts on $MCARY"  
[X Link](https://x.com/jablamsky/status/1355558380824260609)  2021-01-30T16:47Z 21.2K followers, [--] engagements


"You looked at this one @JonahLupton @StockMarketNerd Yall look at everything"  
[X Link](https://x.com/jablamsky/status/1355560489212813316)  2021-01-30T16:56Z 21.2K followers, [--] engagements


"@ianmatthew07 The online flea market seems like a niche that wont go away"  
[X Link](https://x.com/jablamsky/status/1355570343943933955)  2021-01-30T17:35Z 21.2K followers, [--] engagements


"@ianmatthew07 Good point about customer retention. $MCARY is growing off a small base in the US but $POSH is well ahead. This could be a winner-takes-most space"  
[X Link](https://x.com/jablamsky/status/1355576511043002370)  2021-01-30T18:00Z 21.2K followers, [--] engagements


"@ianmatthew07 @SoFi Question: Whats the estimated TAM in the US and what kind of scale does $MCARY need to be profitable in the US I like a promising Japanese company but not if its unnecessarily burning cash in the US"  
[X Link](https://x.com/jablamsky/status/1355578057445109760)  2021-01-30T18:06Z 21.2K followers, [--] engagements


"Anyone spent time on $PINS lately It just keeps getting better. The ads take advertising to the next level. Theyre not even annoying because they provide useful relevant content. I was getting nervous about $PINS but theyre still making all the right moves"  
[X Link](https://x.com/anyuser/status/1355910212436152323)  2021-01-31T16:06Z 21.1K followers, [---] engagements


"@j_aja4 I think buying and selling used items is a niche that wont go away. But there is a lot of competition in the space public and private. $MCARY is interesting because its already doing very well in Japan. But volume is dangerously low and I dont know how it does in the US"  
[X Link](https://x.com/jablamsky/status/1356249028627845123)  2021-02-01T14:32Z 21.2K followers, [--] engagements


"@neekoh Maybe its just my phone but it didnt look right"  
[X Link](https://x.com/jablamsky/status/1358086004175904769)  2021-02-06T16:11Z 21.2K followers, [--] engagements


"$Z Q4 highlights: - $789 million in revenue vs $740 million expected -Non-GAAP earnings per share of $$.44 vs $0.27 expected -YOY revenue up 22% from [----] while -Website traffic hit a record high of [---] billion up 19% YOY"  
[X Link](https://x.com/jablamsky/status/1359614373631725569)  2021-02-10T21:25Z 21.4K followers, [--] engagements


"$POSH is starting to get interesting. Im not jumping in today but its worth watching. In the short term the market tends to overreact to the downside. Over $100 per share on day [--] was excessive. At the right price it could be a great buy"  
[X Link](https://x.com/jablamsky/status/1370423170184843266)  2021-03-12T17:15Z 21.2K followers, [--] engagements


"@JamesCaperton Thats why it may be a good buy at the right price. But I really like what $MCARY is doing in Japan and theyre trying to do the same here"  
[X Link](https://x.com/jablamsky/status/1370427450560106500)  2021-03-12T17:32Z 21.2K followers, [--] engagements


"@TheCHIEF_IN $POSH MAU [---] million $MCARY MAU [-----] but Im not sure if thats just Japan"  
[X Link](https://x.com/jablamsky/status/1370428306714071040)  2021-03-12T17:35Z 21.2K followers, [--] engagements


"Added to $OPEN"  
[X Link](https://x.com/jablamsky/status/1374737869806268418)  2021-03-24T15:00Z 21.4K followers, [--] engagements


"@aadhansen If you want to speculate $MCARY is a better way to go than ThredUp IMO. $MCARY has a solid business in Japan with a shot at winning digital payments"  
[X Link](https://x.com/jablamsky/status/1374937220231012357)  2021-03-25T04:12Z 21.2K followers, [--] engagements


"@LiviamCapital $MCARY is an interesting company. But youre right about the company. Its a very competitive space"  
[X Link](https://x.com/jablamsky/status/1375867344304570370)  2021-03-27T17:48Z 21.2K followers, [--] engagements


"@LiviamCapital Theres a lot of venture capital flowing into the space. Someone thinks its a good opportunity. But yes very competitive: - $EBAY isnt giving up. - $POSH has social as a differentiator. - $MCARY has that Japanese business with a shot at winning digital payments"  
[X Link](https://x.com/jablamsky/status/1375870645246984193)  2021-03-27T18:01Z 21.2K followers, [--] engagements


"@plantmath1 Knock-offs are a problem on every platform. I think authentication has real potential. Someone must be working on a better AI solution. $MCARY has one but I dont know how well it works"  
[X Link](https://x.com/jablamsky/status/1375873274752602114)  2021-03-27T18:12Z 21.2K followers, [--] engagements


"@aadhansen @StockMarketNerd @skaushi @frankblaze @qcapital2020 @ArsalaanAli6 @plantmath1 @mukund @JonahLupton @TheMarkCooke @BullishAngel @w_biltmore85 @DoctaFats @sloth_investor @alexkagin @vetris_stocks I actually like that. Authentication of high end designer goods is quite controversial. May be a job for AI. $MCARY has a solution for that but I have no idea how well it works"  
[X Link](https://x.com/jablamsky/status/1376246495251341315)  2021-03-28T18:55Z 21.2K followers, [--] engagements


"@JonahLupton @scott06185225 $MCARY claims to have an algo that authenticates designer goods. But I dont know how well it works. Something to watch though. That would be valuable IP"  
[X Link](https://x.com/jablamsky/status/1378734876392759303)  2021-04-04T15:43Z 21.1K followers, [--] engagements


"@anujb2k @Bernard22190947 If youre interested in options I suggest The Rookies Guide to Options by Mark D. Wolfinger. My retirement account by size: $DKNG $SQ $Z $RDFN $ENGMF $OPEN"  
[X Link](https://x.com/jablamsky/status/1379185959040811015)  2021-04-05T21:35Z 21.2K followers, [--] engagements


"@LoRezTrader @Jason_Trice @plantmath1 @caleb_investTML Someone woke $ENGMF. Lets see what happens as volume builds"  
[X Link](https://x.com/jablamsky/status/1382332808333455361)  2021-04-14T13:59Z 21.2K followers, [--] engagements


"Someone woke $ENGMF. Lets see what happens as volume builds. This is a sell the news market. https://www.theglobeandmail.com/business/article-toronto-video-game-platform-enthusiast-gaming-to-list-shares-on-nasdaq/ https://www.theglobeandmail.com/business/article-toronto-video-game-platform-enthusiast-gaming-to-list-shares-on-nasdaq/"  
[X Link](https://x.com/jablamsky/status/1382334450172710914)  2021-04-14T14:06Z 21.2K followers, [--] engagements


"Im looking forward to $EGLX and $U. What you got"  
[X Link](https://x.com/jablamsky/status/1391549807433420801)  2021-05-10T00:25Z 21.4K followers, [---] engagements


"@horowitz_eric I almost started $SHOP in [----]. #Regrets"  
[X Link](https://x.com/jablamsky/status/1400831133600784387)  2021-06-04T15:05Z 21.3K followers, [--] engagements


"What happened to $SOFI I was gone for an hour. Chamath shorts give up"  
[X Link](https://x.com/jablamsky/status/1402362646377111553)  2021-06-08T20:31Z 21.4K followers, [--] engagements


"Finally some signs of life from $Z The iBuyers are a long way from ATHs and have important moving averages to contend with. I remain optimistic long term. Long $Z $RDFN and $OPEN"  
[X Link](https://x.com/jablamsky/status/1408069627729481743)  2021-06-24T14:28Z 21.4K followers, [--] engagements


"Disruptive medical devices sounds like a fun moonshot portfolio. $BFLY $EAR $HCAQ $NNOX What am I missing"  
[X Link](https://x.com/anyuser/status/1413236213675294721)  2021-07-08T20:39Z 21.1K followers, [---] engagements


"I nibbled at $MGNI and $SNAP. What are you buying"  
[X Link](https://x.com/jablamsky/status/1417162231087652864)  2021-07-19T16:39Z 21.2K followers, [--] engagements


"@MrsVipPat Im watching $AKAM and $PYPL"  
[X Link](https://x.com/jablamsky/status/1422918848047579150)  2021-08-04T13:54Z 21.2K followers, [--] engagements


"Listened to the earnings call for $AKAM yesterday. I was impressed with management. Execs seems responsible and no nonsense. Fintwit is rooting for $NET and $FSLY but anyone long $AKAM"  
[X Link](https://x.com/jablamsky/status/1422921373844787200)  2021-08-04T14:04Z 21.2K followers, [--] engagements


"Theres a lot of negativity on fintwit right now. But everyone got caught up in the [----] growth craze. Last year anyone who mentioned risk management or value was ignored or laughed at. Your portfolio is your responsibility. Do your own DD and know your risk tolerance"  
[X Link](https://x.com/anyuser/status/1425461534105346062)  2021-08-11T14:18Z 21.1K followers, [---] engagements


"Can someone poke $AMD for me Its comatose"  
[X Link](https://x.com/jablamsky/status/1438226546641100800)  2021-09-15T19:41Z 21.4K followers, [--] engagements


"Its too hazy for the beach so I bought the dip in $DOCN $CROX $ON $SITM. 🤷♀"  
[X Link](https://x.com/jablamsky/status/1441457210291195905)  2021-09-24T17:39Z 21.4K followers, [--] engagements


"Green close: $BABA $BG $BMY $BSKY $CUBE $DATS $GE $POSH $RDW $RKLB What else is acting well"  
[X Link](https://x.com/jablamsky/status/1442944157819932674)  2021-09-28T20:07Z 21.4K followers, [--] engagements


"I couldnt pass on $AMD $100. Small add"  
[X Link](https://x.com/jablamsky/status/1443247930681352194)  2021-09-29T16:14Z 21.4K followers, [--] engagements


"@MrsVipPat Truth. Whats been working for you lately This week has been rough"  
[X Link](https://x.com/jablamsky/status/1443310010746880009)  2021-09-29T20:21Z 21.3K followers, [--] engagements


"Looking for breakouts on volume Check out $APO. 👀 Note: Im long"  
[X Link](https://x.com/jablamsky/status/1450524253372108803)  2021-10-19T18:08Z 21.4K followers, [--] engagements


"Bears trying to short $LCID and $RIVN"  
[X Link](https://x.com/jablamsky/status/1458849512995233792)  2021-11-11T17:30Z 21.4K followers, [--] engagements


"There are lots of ways to make money in the stock market. Since peak supply chain panic in late Sept $DLTR is up 55%. 🤯 🚀 💰"  
[X Link](https://x.com/jablamsky/status/1461406446352932866)  2021-11-18T18:50Z 21.4K followers, [--] engagements


"@russthenewbie Im interested in performance fees and adequate liquidity"  
[X Link](https://x.com/jablamsky/status/1465766732383981570)  2021-11-30T19:36Z 21.2K followers, [--] engagements


"@JonahLupton @LMT978 Im surprised to see heavy selling in traditional retail and e-commerce. Rough day"  
[X Link](https://x.com/jablamsky/status/1472988530984980482)  2021-12-20T17:53Z 21.4K followers, [--] engagements


"@JoTrader4 @JonahLupton @LMT978 $ADBE couldnt hold the [---] day"  
[X Link](https://x.com/jablamsky/status/1472997105899749377)  2021-12-20T18:27Z 21.2K followers, [--] engagements


"@bway79 @JonahLupton According to the chart I looked at theres been some multiple expansion but also relatively consistent EPS and revenue growth. The gross margins are also an incredible 76%"  
[X Link](https://x.com/jablamsky/status/1477818838414548992)  2022-01-03T01:47Z 21.2K followers, [--] engagements


"@JonahLupton @WOLF_Financial $TM $FLWS $AIG $ADM $NMRK $AA $FCNA"  
[X Link](https://x.com/jablamsky/status/1481664941794881538)  2022-01-13T16:30Z 21.2K followers, [--] engagements


"If youre in $AMPL keep your head up"  
[X Link](https://x.com/jablamsky/status/1494325551825244165)  2022-02-17T14:59Z 21.4K followers, [--] engagements


"@SpecialSitsNews I kind of like the $AKAM idea. Market might not though"  
[X Link](https://x.com/jablamsky/status/1522243015854608385)  2022-05-05T15:53Z 21.2K followers, [--] engagements


"Reluctantly added to $ADBE because it hit my next price target. It didnt feel great but my horizon is long"  
[X Link](https://x.com/jablamsky/status/1523686231053201408)  2022-05-09T15:28Z 21.4K followers, [--] engagements


"The most popular consumer brands in the world based on search data. $NFLX $AMZN Ikea $EBAY $BABA"  
[X Link](https://x.com/jablamsky/status/1566835448625844225)  2022-09-05T17:07Z 21.4K followers, [---] engagements


"@JonahLupton @mommavestor @victorJ0NES Have to save face somehow"  
[X Link](https://x.com/jablamsky/status/1583279339142946816)  2022-10-21T02:09Z 21.2K followers, [--] engagements


"$Axon space https://x.com/i/spaces/1mrGmklLjzdxy https://x.com/i/spaces/1mrGmklLjzdxy"  
[X Link](https://x.com/jablamsky/status/1604991507047387138)  2022-12-20T00:06Z 21.4K followers, [----] engagements


"The worlds top [--] websites according to Visual Capitalist. $GOOG and YouTube attract more traffic than the next [--] websites combined. YouTube also has one of the highest duration visits at [--] minutes. $AMZN $BIDU $BILI $EBAY $META $MSFT $NFLX $PINS $RBLX $ZM"  
[X Link](https://x.com/jablamsky/status/1617958359021522946)  2023-01-24T18:51Z 21.4K followers, [----] engagements


"How do banks keep coming up with new and different ways to blow up CONGRESS: Banks have to be well capitalized so we never have another banking crisis. $SIVB: Ok bet"  
[X Link](https://x.com/jablamsky/status/1634258058342985728)  2023-03-10T18:20Z 21.2K followers, [----] engagements


"Eyeing hard landing stocks moving self-storage and pawn shops: $PSA $UHAL $EZPW $FCFS What stocks would you put in a hard landing basket"  
[X Link](https://x.com/jablamsky/status/1637879942334808064)  2023-03-20T18:13Z 21.4K followers, [----] engagements


"@jamesbulltard7 @sv_techie Does this even count as buying the dip $HD has been flat for almost [--] years"  
[X Link](https://x.com/jablamsky/status/1658475293408120833)  2023-05-16T14:11Z 21.7K followers, [--] engagements


"@sv_techie @jamesbulltard7 Id agree with you if the PE was still in the mid 20s. But I dont think $HD has anything left to flush"  
[X Link](https://x.com/jablamsky/status/1658477567538794496)  2023-05-16T14:20Z 21.7K followers, [--] engagements


"@sv_techie @jamesbulltard7 I think that requires a whole market pullback. $HD PE has bottomed at around [--] for many years"  
[X Link](https://x.com/jablamsky/status/1658478507855589376)  2023-05-16T14:24Z 21.7K followers, [--] engagements


"@jamesbulltard7 @sv_techie $LOW valuation looks a lot worse here than $HD"  
[X Link](https://x.com/jablamsky/status/1658480851322281985)  2023-05-16T14:33Z 21.7K followers, [--] engagements


"@sv_techie @jamesbulltard7 $HD PE has moved within a stable range for over a decade. Stock price can keep moving down if earnings continue to decline. But unless theres a whole market pullback I wouldnt hold my breath waiting for further multiple contraction"  
[X Link](https://x.com/jablamsky/status/1658482188927762437)  2023-05-16T14:39Z 21.7K followers, [--] engagements


"@sv_techie @jamesbulltard7 $DIS is not a shareholder friendly stock. But yes anything is possible"  
[X Link](https://x.com/jablamsky/status/1658482622035800065)  2023-05-16T14:40Z 21.7K followers, [--] engagements


"@Investor_NICK_ Tell that to $LULU and $CMG"  
[X Link](https://x.com/jablamsky/status/1658484976764215302)  2023-05-16T14:50Z 21.2K followers, [---] engagements


"@Investor_NICK_ $LULU is a beast. Athleisure to the moon"  
[X Link](https://x.com/jablamsky/status/1658487083261136896)  2023-05-16T14:58Z 21.7K followers, [--] engagements


"@narrgis007 I just noticed $GOOG at $120. Was quite surprised. I have a small position in my retirement account and apparently I completely ignored it"  
[X Link](https://x.com/jablamsky/status/1658532427739074560)  2023-05-16T17:58Z 21.7K followers, [--] engagements


"Anyone know whats up with $VEEV today Its down on heavy volume and Im not seeing any news"  
[X Link](https://x.com/jablamsky/status/1658551284566482944)  2023-05-16T19:13Z 21.7K followers, [--] engagements


"I think I finally figured out why $LOW is holding up better than $HD. From Stocktwits yesterday: $HD sales trends were better among DIY customers vs. professionals. Most of $HD business comes from professionals while $LOW has the opposite customer demographic"  
[X Link](https://x.com/jablamsky/status/1658841120602767362)  2023-05-17T14:25Z 21.7K followers, [--] engagements


"@BluSuitDillon Some more than others. I wouldnt call $MSFT a bubble but I dont think theres a lot of room for multiple expansion here"  
[X Link](https://x.com/jablamsky/status/1658931629304455176)  2023-05-17T20:24Z 21.4K followers, [---] engagements


"@sp3cul8r Ive been stalking $DG. Its been moving sideways for almost [--] years. Strong management and the valuation isnt bad here. Not a steal but not bad"  
[X Link](https://x.com/jablamsky/status/1658933506452627466)  2023-05-17T20:32Z 21.7K followers, [--] engagements


"@archna2011 @WallStJesus Fair enough. Unlike Congress $AAPL is functional"  
[X Link](https://x.com/jablamsky/status/1659303428672331777)  2023-05-18T21:02Z 21.7K followers, [--] engagements


"@StockMarketNerd @BigBullCap @CCM_Brett @qcapital2020 $AAPL has nearly as much cash on hand as the US Treasury. This is bullish for $NVDA"  
[X Link](https://x.com/jablamsky/status/1659307583331524609)  2023-05-18T21:18Z 21.7K followers, [--] engagements


"@siyul I think it depends on the stock and overall market. EX: I averaged down on $LLY because its a historically strong stock I believe in the potential of the weight loss drugs and my plan was to add in tranches on weakness. However I dont believe in endless averaging down"  
[X Link](https://x.com/jablamsky/status/1659597783823953920)  2023-05-19T16:32Z 21.7K followers, [--] engagements


"@siyul $LLY was pulling back within an uptrend. Im much more cautious with turnaround stories. Its easy to be right on the turnaround and totally wrong on timing"  
[X Link](https://x.com/jablamsky/status/1659598390509043712)  2023-05-19T16:34Z 21.7K followers, [--] engagements


"@BetFakeMarkets Feel free to chime in anytime. It took me weeks to figure out the $HD vs $LOW divergence. Its a nice reminder that the market isnt always irrational"  
[X Link](https://x.com/jablamsky/status/1659598771238617088)  2023-05-19T16:35Z 21.7K followers, [--] engagements


"@ewl845 @siyul Pullbacks are hard. I wasnt planning to hold $LLY below $295. I added in tranches from $330 to the low $300s and now its at $442. They dont all work out that well. It was a pretty low stress uptrend"  
[X Link](https://x.com/jablamsky/status/1659636766293504000)  2023-05-19T19:06Z 21.7K followers, [--] engagements


"@ecommerceshares @mikej36 Morgan Stanley expects the obesity drug market to reach $54B by [----]. At PE [--] how much of that would $PFE need to capture to move the needle The market doesnt seem to be expecting muchyet"  
[X Link](https://x.com/jablamsky/status/1660725644207194113)  2023-05-22T19:13Z 21.7K followers, [--] engagements


"@sv_techie @ecommerceshares @mikej36 They havent said AI enough. 😭 For me personally I wouldnt put $PFE in the long term hold category. But for a swing this seems like a decent spot. Sentiment can change very quickly"  
[X Link](https://x.com/jablamsky/status/1660729683993067520)  2023-05-22T19:29Z 21.7K followers, [--] engagements


"I bought the dip in $AMD when it was tanking around earnings. It was a pretty aggressive purchase for me. Guess I should have bought more"  
[X Link](https://x.com/jablamsky/status/1661495713950490625)  2023-05-24T22:13Z 21.7K followers, [--] engagements


"@ProcessOverFOMO @JaguarAnalytics I still think $AAPL hits $3T MC this year. Been buying the dip all year and I might have to do it again"  
[X Link](https://x.com/jablamsky/status/1661497633779900419)  2023-05-24T22:21Z 21.4K followers, [--] engagements


"@HeroDividend @MartyChargin This is not a good sign for $DG. Bottom may not be in for retail. But there is a bottom somewhere and hopefully well find it soon"  
[X Link](https://x.com/jablamsky/status/1661710015991005188)  2023-05-25T12:25Z 21.4K followers, [---] engagements


"@MartyChargin Interesting price action premarket in $BURL vs $DLTR and the stocks that tend to move in sympathy. Well see what happens during regular trading"  
[X Link](https://x.com/jablamsky/status/1661711938873864194)  2023-05-25T12:32Z 21.7K followers, [--] engagements


"@qcapital2020 $DLTR has entered the chat. -11% premarket after missing EPS and trimming guidance"  
[X Link](https://x.com/jablamsky/status/1661712959914254336)  2023-05-25T12:36Z 21.4K followers, [---] engagements


"@mommavestor @thuhkang Depends on the company sector and probably customer demographic. Earnings were not great for $DLTR and $BURL. They reported this morning"  
[X Link](https://x.com/jablamsky/status/1661725248407109632)  2023-05-25T13:25Z 21.7K followers, [--] engagements


"Why does the market hate $LOVE so much Across the industry furniture sales have been weak. But $LOVE is profitable with a PE of [--] 53% margins and growing revenue and EPS. No position. Just wondering"  
[X Link](https://x.com/jablamsky/status/1661759208432496640)  2023-06-28T15:20Z 21.7K followers, [----] engagements


"@FradeDuarte 34% SI seems very high for a profitable stock thats also relatively cheap. Someone absolutely hates $LOVE and Ive been puzzled by it for a while"  
[X Link](https://x.com/jablamsky/status/1661785173254610944)  2023-05-25T17:23Z 21.7K followers, [--] engagements


"@j_aja4 At this point $TGT pre-Covid high in the 120s feels realistic"  
[X Link](https://x.com/jablamsky/status/1662114074380095489)  2023-05-26T15:10Z 21.7K followers, [--] engagements


"@j_aja4 Possible. But I really dont think any of that matters. Most retailers are in the doghouse. Look at $ULTA. Its down around 12% and the report wasnt that bad"  
[X Link](https://x.com/jablamsky/status/1662118315295395840)  2023-05-26T15:27Z 21.7K followers, [--] engagements


"@j_aja4 Yes women love $ULTA. As per the big empty stores one reason women keep going back is the customer service. Those people know their products. Also $ULTA does a lot of online sales. Its kind of like $HD for makeup. Everything you need in one place"  
[X Link](https://x.com/jablamsky/status/1662123012957810691)  2023-05-26T15:46Z 21.7K followers, [--] engagements


"@SixSigmaCapital @Liathetrader @fundam_inv @BigBullCap @Investor_NICK_ @qcapital2020 The far right hates transgender and gay people. $BUD and $TGT made them angry. $BUD made a single can of beer with a transgender womens face on it. $TGT offers merchandise for Pride which it has done for years. Now the far right wants to cancel both companies"  
[X Link](https://x.com/jablamsky/status/1663739287035342848)  2023-05-31T02:48Z 21.7K followers, [--] engagements


"@SixSigmaCapital @Liathetrader @fundam_inv @BigBullCap @Investor_NICK_ @qcapital2020 Anytime. I watch $TGT pretty closely and have owned it. Im looking for a retest of the pre-Covid high. I dont know if that will be the bottom but its a reasonable price target"  
[X Link](https://x.com/jablamsky/status/1663747906283896832)  2023-05-31T03:23Z 21.7K followers, [--] engagements


"@sp3cul8r You see that candle on $AZO Not red to green but its encouraging"  
[X Link](https://x.com/jablamsky/status/1663998243532050432)  2023-05-31T19:57Z 21.4K followers, [---] engagements


"@FoxyFomo $VEEV is up over 5% now. I was hoping for more revenue but I guess EPS is enough for the market. Well see if it holds tomorrow"  
[X Link](https://x.com/jablamsky/status/1664004006526726144)  2023-05-31T20:20Z 21.7K followers, [--] engagements


"@FoxyFomo Yes. Small position in my retirement fund. I owned $VEEV from [----] until [----]. Got back in recently"  
[X Link](https://x.com/jablamsky/status/1664007259419205633)  2023-05-31T20:33Z 21.4K followers, [---] engagements


"@sp3cul8r Any stock can change character. But for me its innocent until proven guilty. Buying the dip in $AZO has been the right move since at least 2017"  
[X Link](https://x.com/jablamsky/status/1664016893051826176)  2023-05-31T21:11Z 21.7K followers, [--] engagements


"@Barchart That $DG move is shocking"  
[X Link](https://x.com/jablamsky/status/1664269177400737796)  2023-06-01T13:54Z 21.4K followers, [---] engagements


"I did not have $VEEV up 17% and $DG down 20% on my Thursday earnings bingo card"  
[X Link](https://x.com/jablamsky/status/1664287058574319616)  2023-06-01T15:05Z 21.7K followers, [--] engagements


"@Invst_Informant Just my two cents. I could always be wrong. But my understanding is that DGs whole strategy is being the retailer of last resort. In many places the only stores you can find are $DG and $AZO. Seeing it really makes you appreciate both businesses"  
[X Link](https://x.com/jablamsky/status/1664288813508882432)  2023-06-01T15:12Z 21.4K followers, [--] engagements


"@mejaymichael Thanks Jay. I did add to $LLY around $300. No regrets"  
[X Link](https://x.com/jablamsky/status/1664290817970937857)  2023-06-01T15:20Z 21.4K followers, [--] engagements


"@jmysct0 @TheBloggins $DG quarter wasnt much worse than $WMT. But $WMT has the growth in e-commerce. $DG got a little expensive over the last few years. Return to the mean"  
[X Link](https://x.com/jablamsky/status/1664298750821670912)  2023-06-01T15:51Z 21.7K followers, [--] engagements


"@LoRezTrader @horowitz_eric I first bought $VEEV in [----]. I did dump it sometime in [----] because it seemed toppy. But I got back into it recently. It never got as cheap as I hoped but it never does"  
[X Link](https://x.com/jablamsky/status/1664310916492701696)  2023-06-01T16:40Z 21.4K followers, [---] engagements


"Stocks like $NKE and $ULTA wont be this oversold forever. Bounce incoming Even $AZO is under the 200sma and buying the dip in $AZO has been the right move since at least [----]. What a chart Thoughts"  
[X Link](https://x.com/jablamsky/status/1664317697256230918)  2023-06-01T17:07Z 21.7K followers, [--] engagements


"@NYgrowth_invest Im definitely stalking $LULU. That valuation is startling but its expensive for a reason"  
[X Link](https://x.com/jablamsky/status/1664320361390022656)  2023-06-01T17:17Z 21.4K followers, [---] engagements


"@KlausSchwabb @JonahLupton Always. I know $VEEV and $DG pretty well. I NEVER would have predicted todays movesand I first bought $VEEV in 2018"  
[X Link](https://x.com/jablamsky/status/1664322211757563905)  2023-06-01T17:25Z 21.7K followers, [--] engagements


"@JonahLupton Thats the risk. Buying $LULU before earnings is really just a bet that the stock goes up"  
[X Link](https://x.com/jablamsky/status/1664322445040586752)  2023-06-01T17:26Z 21.4K followers, [----] engagements


"@KlausSchwabb @JonahLupton I have saved myself from some big drops this quarter. But I held $VEEV through earnings because I was willing to buy more if it tanked"  
[X Link](https://x.com/jablamsky/status/1664323293686681600)  2023-06-01T17:29Z 21.7K followers, [--] engagements


"@StevenLoi As a consumer I actually like $UA. But the stock has been a dud since IPO. I dont know why. $NKE is a long term compounder and I like that in a stock"  
[X Link](https://x.com/jablamsky/status/1664327033038725121)  2023-06-01T17:44Z 21.4K followers, [---] engagements


"@MaxTheComrade @FradeDuarte I am honestly stunned. Between $COST and $DG its clear that Americans in all income brackets are being squeezed"  
[X Link](https://x.com/jablamsky/status/1664328834152550401)  2023-06-01T17:51Z 21.4K followers, [---] engagements


"@JonahLupton Lol. There are going to be a lot of fireworks tomorrow. You see the moves from $S and $MDB"  
[X Link](https://x.com/jablamsky/status/1664373656062140416)  2023-06-01T20:49Z 21.4K followers, [----] engagements


"@stckpkr7000 Typically true. But there arent a lot of long term charts like $AZO"  
[X Link](https://x.com/jablamsky/status/1664374546370281472)  2023-06-01T20:53Z 21.7K followers, [--] engagements


"@cantstopstupid1 @JonahLupton I do think consumers are feeling the squeeze. $COST serves a higher income demographic too and it reported customers spending less per trip with proportionately more on necessities. When buying necessities theyre also switching to lower cost alternatives"  
[X Link](https://x.com/jablamsky/status/1664389226128093184)  2023-06-01T21:51Z 21.4K followers, [---] engagements


"Bounce achieved. Thanks $LULU Hopefully theres more coming"  
[X Link](https://x.com/jablamsky/status/1664659750062280704)  2023-06-02T15:46Z 21.7K followers, [--] engagements


"@jiggycapital That is a red flag. I wasnt pleased but I did trade the earnings low. $SBUX results were impressive"  
[X Link](https://x.com/jablamsky/status/1665737539624288259)  2023-06-05T15:09Z 21.4K followers, [---] engagements


"As consumer discretionary weakened $HAS has been hanging out right below the 200sma. 🤔 I have a small position from before the earnings bounce"  
[X Link](https://x.com/jablamsky/status/1666096600098430976)  2023-06-06T14:55Z 21.7K followers, [--] engagements


"@ebcapital @BruceKamich Historically it hasnt been worth getting too pennywise and pound foolish with $VEEV. I always end up adding higher than I needed to"  
[X Link](https://x.com/jablamsky/status/1666096808865705987)  2023-06-06T14:56Z 21.4K followers, [---] engagements


"@archna2011 @Barchart Ive been nibbling at $NKE. At these levels I feel comfortable accumulating. I did play puts for a quick bounce but may get back in"  
[X Link](https://x.com/jablamsky/status/1668096971582865409)  2023-06-12T03:24Z 21.4K followers, [---] engagements


"@jiggycapital I grabbed a little bit of $ULTA at the recent lows. A lot of high quality consumer discretionary stocks are beaten down. Ive been nibbling"  
[X Link](https://x.com/jablamsky/status/1668637985234124801)  2023-06-13T15:14Z 21.7K followers, [--] engagements


"@jiggycapital @ComebackCap I bought $DG. Too cheap to ignore here. I think its an opportunity not a value trap"  
[X Link](https://x.com/jablamsky/status/1668638209549680641)  2023-06-13T15:15Z 21.7K followers, [--] engagements


"@FoxyFomo $UNH is getting interesting. So is $EA. I like the tight range"  
[X Link](https://x.com/jablamsky/status/1668994909485817861)  2023-06-14T14:52Z 21.4K followers, [--] engagements


"@jmysct0 Ive been stalking $UNH for a while now. PE got a little ahead of itself. I like it more here"  
[X Link](https://x.com/jablamsky/status/1668998406319267841)  2023-06-14T15:06Z 21.4K followers, [--] engagements


"@sv_techie @Investor_NICK_ $CMG wen AI burritos"  
[X Link](https://x.com/jablamsky/status/1669001768360108039)  2023-06-14T15:20Z 21.7K followers, [--] engagements


"@jmysct0 @archna2011 If $HUM keeps falling Id be interested around $420"  
[X Link](https://x.com/jablamsky/status/1669048438909177857)  2023-06-14T18:25Z 21.7K followers, [--] engagements


"$MSFT is basically back to the ATH. Incredible. Can we do $AMZN next"  
[X Link](https://x.com/jablamsky/status/1669367106784350211)  2023-06-15T15:31Z 21.7K followers, [--] engagements


"@Star_Investor Thats a shame. I started adding $MSFT early this year"  
[X Link](https://x.com/jablamsky/status/1669368848817192961)  2023-06-15T15:38Z 21.7K followers, [--] engagements


"@sv_techie If Im understanding this correctly it seems more like $SDGR territory than $VEEV"  
[X Link](https://x.com/jablamsky/status/1669741447057379328)  2023-06-16T16:19Z 21.7K followers, [---] engagements


"@sv_techie @MonetiveWealth Doesnt $QCOM have the highest China exposure I believe the top are $QCOM $QRVO $TXN $MRVL and $AVGO"  
[X Link](https://x.com/jablamsky/status/1673880644282351617)  2023-06-28T02:26Z 21.6K followers, [---] engagements


"@Investor_NICK_ @BluSuitDillon A lot of people have very strong opinions about topics they know very little about. Affirmative action is one of them. Diversity is better than the alternative. But Im quite confident that universities will find new ways to promote diverse enrollment"  
[X Link](https://x.com/jablamsky/status/1674529499789283328)  2023-06-29T21:27Z 21.7K followers, [---] engagements


"$HAS is continuing the breakout above the 200sma. Earnings are July [--]. Id love to see $NKE go red to green but Im not selling at this level. If $NKE drops below $100 Ill buy more. Good risk to reward here with a long horizon IMHO"  
[X Link](https://x.com/jablamsky/status/1674790856719745024)  2023-06-30T14:43Z 21.7K followers, [--] engagements


"@StockMarketNerd My money is on $AAP $DG and $PARA. I also picked up $AEO and $HAS at the lows but theyre not traditional value stocks due to PE"  
[X Link](https://x.com/jablamsky/status/1676662070652334080)  2023-07-08T20:54Z 21.7K followers, [----] engagements


"@MaxTheComrade @JoTrader4 @Couch_Investor lol. I usually try to wait for support or a base. $MELI sliced through that 200sma on above average volume. But its still early in the day. Lets see how it closes"  
[X Link](https://x.com/jablamsky/status/1678425672296067073)  2023-07-10T15:31Z 21.7K followers, [---] engagements


"@Consilium_Opes @aj_invests @jamesbulltard7 Id add $DG and $NKE to that list. $NKE is hanging on by a thread. But if it cant catch a bid Ill consider it a long term opportunity"  
[X Link](https://x.com/jablamsky/status/1678427934317744129)  2023-07-10T16:13Z 21.7K followers, [--] engagements


"Fintwit is all over $DIS but $NKE is hanging on by a thread. If it cant catch a bid here Id consider it a real change of character. It hasnt broken below the Ichimoku Cloud on a 5-year chart since the dot com crash. Its at the bottom now"  
[X Link](https://x.com/jablamsky/status/1678431604564463616)  2023-07-10T16:14Z 21.7K followers, [----] engagements


"@FradeDuarte $NKE isnt a screaming deal here based on valuation but it never is"  
[X Link](https://x.com/jablamsky/status/1678438959771418624)  2023-07-10T16:20Z 21.4K followers, [---] engagements


"@sv_techie $MELI is down 6.66% right now. I think its a sign. 😈"  
[X Link](https://x.com/jablamsky/status/1678440678597222401)  2023-07-10T16:34Z 21.7K followers, [---] engagements


"@MaxTheComrade Im biased. Ive been in and out of $DIS for years and its always made me money. I do have a small position in a custodial account and will probably add it in other accounts soon. Just watching right now"  
[X Link](https://x.com/jablamsky/status/1678442030832418817)  2023-07-10T16:35Z 21.7K followers, [---] engagements


"Fintwit is sleeping on $NKE. Unless we start pulling back I really dont think the market leaves it behind forever"  
[X Link](https://x.com/jablamsky/status/1679495370584514560)  2023-07-13T14:17Z 21.6K followers, [----] engagements


"@cantstopstupid1 We have a similar taste in long term compounders. Ive been in and out of $EL. It has such a long history of outperformance but the stock is having a tough time more recently"  
[X Link](https://x.com/jablamsky/status/1679897693957812227)  2023-07-14T16:56Z 21.7K followers, [--] engagements


"@wolfofharcourt Great IP. With Magic and D&D $HAS is like the $DIS of tabletop gaming. I think the drama with Wizards of the Coast passes. Cult communities get mad often but they dont leave"  
[X Link](https://x.com/jablamsky/status/1681660762412965891)  2023-07-19T13:42Z 21.7K followers, [--] engagements


"@LogicalThesis @ecommerceshares $DG $NKE and $TGT are my left behind long term compounders basket. Im hoping to see a rotation not a whole market correction"  
[X Link](https://x.com/jablamsky/status/1682480489788211200)  2023-07-21T21:04Z 21.7K followers, [---] engagements


"@LogicalThesis @ecommerceshares $PYPL is the one that got away. I was toying with it but didnt pull the trigger. $DE and $UNH I got into a little too early. Cant win them all"  
[X Link](https://x.com/jablamsky/status/1682481410790285317)  2023-07-21T21:05Z 21.7K followers, [---] engagements


"@LogicalThesis @ecommerceshares $NKE is at best fairly valued here. Im ready to add if it breaks below $100. $DG has a very long history of success and they really know their customers. Could be a value trap but I think its issues are temporary"  
[X Link](https://x.com/jablamsky/status/1682484867559489536)  2023-07-21T21:04Z 21.7K followers, [---] engagements


"@LogicalThesis @ecommerceshares Ever take a road trip through the rural US In many rural areas $DG and $AZO are the only traditional retail options for local residents. Best way to really understand $DG and $AZO is to see them IMHO"  
[X Link](https://x.com/jablamsky/status/1682485432897138688)  2023-07-21T21:04Z 21.7K followers, [---] engagements


"@jmysct0 Ive been gobbling traditional retail all year on weakness. More recently my focus is $DIS $DG $NKE $TGT. I like all four but $NKE and $DG are high conviction plays with a very long horizon"  
[X Link](https://x.com/jablamsky/status/1684993296123523072)  2023-07-28T18:24Z 21.4K followers, [---] engagements


"@BluSuitDillon @Mr_Derivatives Thanks bro. No thirst traps for me. Just possible value traps. Long $DG"  
[X Link](https://x.com/jablamsky/status/1685905846528827393)  2023-07-31T06:50Z 21.4K followers, [---] engagements


"@BluSuitDillon @Mr_Derivatives Lol $WM. Id buy it though"  
[X Link](https://x.com/jablamsky/status/1686081839583363072)  2023-08-01T00:29Z 21.7K followers, [---] engagements

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