[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.]

[@seekingalphmind](/creator/twitter/seekingalphmind)
"Market feels frothyvaluations marginally stretched (P/E at XX for QQQ) seasonal patterns and rapid big top signals flashing (RecessionAlert). Ive moved two-thirds to cash. Googles stellar results and a muted market signal caution. I could be wrong but risk/reward isnt worth it. Risk management trumps FOMO"  
![@seekingalphmind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1348149155143720961.png) [@seekingalphmind](/creator/x/seekingalphmind) on [X](/post/tweet/1948593562763038779) 2025-07-25 03:58:03 UTC XXX followers, XX engagements


"If I were to build a growth portfolio today Id target 1517 names evenly split each shaping a AIdriven world for better. X. Fintech 💸: $HOOD $SOFI $AFRM X. EV / Autonomous⚡: $TSLA X. SaaS ☁: $MDB $MONDAY $CRWD $ZS $RBRK $NET $SNOW X. Semis 🔧: $AMD $NBIS $ALAB $EOSE $IREN X. Ecommerce / Intl 🌍: $MELI $GLBE X. Space 🚀: $ASTS $RKLB X. Others / Diversified: $ONON $DUOL X. Crypto : $IBIT $ETHA (Equally split Not more than XX% of the portfolio) Buy now (reasonable valuations): $DUOL $ASTS $RKLB $EOSE Wait for a pullback on the rest: One or two may surge but a Nasdaq correction could offer this"  
![@seekingalphmind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1348149155143720961.png) [@seekingalphmind](/creator/x/seekingalphmind) on [X](/post/tweet/1948591450704544206) 2025-07-25 03:49:39 UTC XXX followers, XXX engagements


"6. Build your own playbook Early on youll chase every strategy. Over time you must refine a process that fits you and works consistently. My framework blends: Macro credit & liquidity cycles set the backdrop. Fundamentals revenue growth margins free cash flow = quality. Technical analysis use Weinstein Stage Analysis for timing entries/exits (TradingView works great). Tools like simplify fundamental screening; TA adds precision to execution. The edge is combining them"  
![@seekingalphmind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1348149155143720961.png) [@seekingalphmind](/creator/x/seekingalphmind) on [X](/post/tweet/1947947083161539058) 2025-07-23 09:09:10 UTC XXX followers, XX engagements


"Market feels frothyvaluations marginally stretched (P/E at XX for QQQ) seasonal patterns and rapid big top signals flashing (RecessionAlert). Ive moved two-thirds to cash. Googles stellar results and a muted market signal caution. I could be wrong but risk/reward isnt worth it. Process & Risk management FOMO"  
![@seekingalphmind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1348149155143720961.png) [@seekingalphmind](/creator/x/seekingalphmind) on [X](/post/tweet/1948627406035845569) 2025-07-25 06:12:32 UTC XXX followers, XX engagements


"Here is How I became a growth investor and what Id do differently if I could start X years ago 🧵 Heres the 8-step framework I wish I had on day one: X. Find your niche X. Master the big picture X. Prioritize risk management X. Learn from the experts X. Get skin in the game X. Build your own playbook X. Accept the messy journey X. Key takeaways (Details in the thread )"  
![@seekingalphmind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1348149155143720961.png) [@seekingalphmind](/creator/x/seekingalphmind) on [X](/post/tweet/1947946292505936113) 2025-07-23 09:06:01 UTC XXX followers, XX engagements