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[@shark_west](/creator/twitter/shark_west)
"Halftime Report Summary 09/04/25 Thursday @halftimeReport @Stephanie_Link @downtown @reformedbroker @cnbc Final Trades: $AMZN Josh Brown $BRK/B Bill Baruch Sentiment is shifting support at XXX $RJF Brian Belski Raymond James financial $APO Brynn Talkington Trade tracker $CHKP buys more Belski $PANW buys more Belski $NVDA trim - Bill Baruch $AVGO trim Bill Baruch $LULU Belski trims - likes over X years not over X months Future Trades $CRWD - Crowdstrike - Belski - on list $HBAN - Regional Bank - Josh $BABA Weis doing more work likes it Prior Future Trades $DKS - Dicks Sporting - Weis may buy"  
[X Link](https://x.com/shark_west/status/1963658434299261339) [@shark_west](/creator/x/shark_west) 2025-09-04T17:40Z XXX followers, XXX engagements


"09/30/25 Halftime Report Tuesday Summary @halftimeReport @Stephanie_Link @downtown @reformedbroker @cnbc @GilmanHill Final Trades: $NVDA Josh Brown $REGN Amy Raskin $LMT - Lockheed Jim Leiberman $APH Amphenol JoeT Trade tracker $NVDA - trim - Amy Raskin - Portfolio managment $BRK/B - add - Amy added NVDA proceeds to it. $PL - Planet labs - satellites - Josh new buy- themed for low orbit travel $ACHR - Archer - Josh buys more - themed for low orbit travel $JOBY - Josh buys more - Air taxi - themed for low orbit travel $V - bought more Visa - amy raskin $regn - Regeneron - bought more Amy $IONQ"  
[X Link](https://x.com/shark_west/status/1973236019504771213) [@shark_west](/creator/x/shark_west) 2025-10-01T03:58Z XXX followers, XXX engagements


"10/03/25 Halftime Report Thursday Summary @halftimeReport @Stephanie_Link @downtown @reformedbroker @cnbc @GilmanHill Final Trades: $COF Capital One Finance Stephanie Link $JPM Looking good going into earnings Rob Sechan $ACHR - Archer aviation - Whole sector doing well Josh Brown $SHEL Well positioned Amy Raskin Trade tracker $CRWD - Amy buys more Best stocks in the Market by Josh Brown $VEEV - Veeva - Drug discovery company. Works with large pharma on trials with VEEV software Highlights $TER - robotics - link recent buy and likes it. $AAPL - downgraded - iphone XX foldable $2k phone."  
[X Link](https://x.com/shark_west/status/1974158167765627032) [@shark_west](/creator/x/shark_west) 2025-10-03T17:02Z XXX followers, XXX engagements


"10/15/25 Halftime Report Wed Summary Final Trades: $TER Semi equipment name - Joe Terranova $VSCO - Victoria Secret Activist Investors Stephanie Link $BLK - Blackrock data center deal Jim Lebenthal $IWM - Small caps - Liz Thomas Trade tracker n/a Highlights $PGR Progressive - down X% joe $DASH - Joe likes it $UBER - Link likes it $GEV - Power - trough like earnings. Up XXX% in a year. Downgraded. Banks are kicking ass $WFC $BAC $MS $C $JPM $GS - all up big and will continue to go - Link $XBI - Biotech ETF - Joe likes it. Multi year breakout Financials industrials metals - trade the cyclicals"  
[X Link](https://x.com/shark_west/status/1978507028038611026) [@shark_west](/creator/x/shark_west) 2025-10-15T17:03Z XXX followers, XXX engagements


"9/19/25 Halftime Report Friday Summary @halftimeReport @Stephanie_Link @downtown @reformedbroker @cnbc Final Trades: $LEN - Lennar - Homebuilder Stephanie Link $BX - Blackstone Jason Snipes $AXP - American Express Kevin Simpson Trade tracker $COIN - New buy Crypto exposure 100million users small position risk on - Link $NVDA - Sold $XXXXX call expires in one week on Friday whic brings in about $1Simpson wrote calls $COF - New Buy - Capital One Finance 14x earnings. Better risk reward than truist $TFC - Sold Link - to take profits link $JPM - Sold Covered Call X week option $XXX brings in"  
[X Link](https://x.com/shark_west/status/1969086048811827579) [@shark_west](/creator/x/shark_west) 2025-09-19T17:07Z XXX followers, XXX engagements


"10/16/25 Halftime Report Thursday Summary @halftimeReport @Stephanie_Link @downtown @reformedbroker @cnbc @GilmanHill Final Trades: $SCHW Karen Firestone $TOST Josh Brown $MSFT Malcolm Ethridge $GS Bill Baruch Trade tracker $SPY Buy Bill Baruch S&P XXX $IJR Buy Bill Baruch small cap XXX $AMZN $META $GOOGL - Trims Karen Firestone Got too big in portfolio. $ORCL trims Malcolm Ethridge $CRM sold Karen Firestone Slow progress Macro cloud - lower head count $TDG buy Bill Baruch Transdigm $ROP buy Karen Firestone Roper Industrial software services $BKNG trim Karen Firestone Booking Holdings $AMAT"  
[X Link](https://x.com/shark_west/status/1978870022044029311) [@shark_west](/creator/x/shark_west) 2025-10-16T17:05Z XXX followers, XXX engagements


"@HalftimeReport Previous Final Trades 10/15/25 $TER Semi equipment name - Joe Terranova 10/15/25 $VSCO - Victoria Secret Activist Investors Stephanie Link 10/15/25 $BLK - Blackrock data center deal Jim Lebenthal 10/15/25 $IWM - Small caps - Liz Thomas 10/13/25 $TSLX Jenny Harrington Sixth Street Specialty Lending XXX% yield. Private lenders traded down but this one is different - high quality 10/13/25 $DDOG Joe Terranova Datadog - Breakout to new highs 10/13/25 $AMZN Steve Weis - laggard 10/13/25 $ABBV Jim Lebenthal - yield 10/10/25 $COIN Stephanie Link 10/10/25 $PANW Jason Snipe 10/10/25"  
[X Link](https://x.com/shark_west/status/1978870366220226803) [@shark_west](/creator/x/shark_west) 2025-10-16T17:07Z XXX followers, XX engagements


"Previous Final Trades 10/16/25 $SCHW Karen Firestone 10/16/25 $TOST Josh Brown 10/16/25 $MSFT Malcolm Ethridge 10/16/25 $GS Bill Baruch 10/15/25 $TER Semi equipment name - Joe Terranova 10/15/25 $VSCO - Victoria Secret Activist Investors Stephanie Link 10/15/25 $BLK - Blackrock data center deal Jim Lebenthal 10/15/25 $IWM - Small caps - Liz Thomas 10/13/25 $TSLX Jenny Harrington Sixth Street Specialty Lending XXX% yield. Private lenders traded down but this one is different - high quality 10/13/25 $DDOG Joe Terranova Datadog - Breakout to new highs 10/13/25 $AMZN Steve Weis - laggard 10/13/25"  
[X Link](https://x.com/shark_west/status/1979232021689045388) [@shark_west](/creator/x/shark_west) 2025-10-17T17:04Z XXX followers, XX engagements


"10/17/25 Halftime Report Friday Summary Final Trades: $BMNR Brynn Talkington Sell Nov XX calls get XX% or $X If it gets called away Nov 21st you make XX% $FTAi Steve Weis Aviation. Correct sector but risky as the chart doesn't look great $AZO Jason Snipe Same store sales up XX Trade tracker $OTF buy Bryn Private credit Buying the dip $ARCC buy Bryn Private credit buying the dip $BAC sell Steve still has $GS exposure not company $IONQ sell Bryn too high rn super long game no sense on valuation $AAPL trim Jason victim of their own success waiting for iphone XX $IBB more Jason Biotech ETF up 15%"  
[X Link](https://x.com/shark_west/status/1979233909629198760) [@shark_west](/creator/x/shark_west) 2025-10-17T17:11Z XXX followers, XXX engagements


"Previous Final Trades 10/16/25 $SCHW Karen Firestone 10/16/25 $TOST Josh Brown 10/16/25 $MSFT Malcolm Ethridge 10/16/25 $GS Bill Baruch 10/15/25 $TER Semi equipment name - Joe Terranova 10/15/25 $VSCO - Victoria Secret Activist Investors Stephanie Link 10/15/25 $BLK - Blackrock data center deal Jim Lebenthal 10/15/25 $IWM - Small caps - Liz Thomas 10/13/25 $TSLX Jenny Harrington Sixth Street Specialty Lending XXX% yield. Private lenders traded down but this one is different - high quality 10/13/25 $DDOG Joe Terranova Datadog - Breakout to new highs 10/13/25 $AMZN Steve Weis - laggard 10/13/25"  
[X Link](https://x.com/shark_west/status/1979233911902552472) [@shark_west](/creator/x/shark_west) 2025-10-17T17:11Z XXX followers, XX engagements


"Previous Trade Tracker 10/16/25 $SPY Buy Bill Baruch S&P XXX 10/16/25 $IJR Buy Bill Baruch small cap XXX 10/16/25 $AMZN $META $GOOGL - Trims Karen Firestone Got too big in portfolio. 10/16/25 $ORCL trims Malcolm Ethridge 10/16/25 $CRM sold Karen Firestone Slow progress Macro cloud - lower head count 10/16/25 $TDG buy Bill Baruch Transdigm 10/16/25 $ROP buy Karen Firestone Roper Industrial software services 10/16/25 $BKNG trim Karen Firestone Booking Holdings 10/16/25 $AMAT add Karen Firestone Applied Materials 10/16/25 $UNH add Karen Firestone 10/16/25 $CSGP add Karen Firestone 10/16/25 $WAB"  
[X Link](https://x.com/shark_west/status/1979233914423271445) [@shark_west](/creator/x/shark_west) 2025-10-17T17:11Z XXX followers, XXX engagements