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[@SoJustFollowMe](/creator/twitter/SoJustFollowMe)
"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, 2216 engagements


"@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


"@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


"Daily PnL vs $SPY 📈: +0.07% vs +0.33%. Green Day ✅ Daily beta XXXX 📊 New positions: 🔹 $ASML $RSP (Equal weight S&P 500) $CPRT 📈 Increased positions: 🔹 $AMZN $META $AAPL $ADBE and $TLT 🏁 Sold Positions: 🔹 $PLTR $ORCL (Closed it since the position was small - up around 10%) 📋 My current portfolio: 🔹 $META $AMZN $GOOGL $ASML $AAPL $ADBE $AVGO $NFLX $JPM $RSP (Equal weight S&P 500) $PYPL $CPRT $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 #SoJustFollowMe #SoJustDailyPnL #PnLvsSPY"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945574828901343677) 2025-07-16 20:02:40 UTC XXX followers, XXX 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, XXX engagements


"💥 BUT EVEN IN THE FREEZE THE HUNT IS ON: 📌 Biggest deals of 20242025: ExxonMobil $XOM acquires Pioneer Natural Resources $PXD $60B Mars (private) swallows Kellanova $K $35.9B Capital One $COF grabs Discover $DFS $35.3B Synopsys $SNPS buys Ansys $ANSS $32.5B Diamondback Energy $FANG merges with Endeavor Energy Resources $26B Global Payments $GPN joins forces with Worldpay $24.25B ConocoPhillips $COP acquires Marathon Oil $MRO $22.5B Verizon $VZ picks up Frontier Communications $FYBR $20B BlackRock $BLK takes HPS Investment Partners $12B 🧠 While the market waits for rate cuts the strong are"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1929528644122120432) 2025-06-02 13:20:52 UTC XXX followers, XXX 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


"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


"@longoption Yes almost all of them if Im not mistaken. Off the top of my head: Tesla BMW Mercedes Jaguar Land Rover Volkswagen Toyota BYD - and many others"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946758942513578378) 2025-07-20 02:27:55 UTC XXX followers, XX engagements


"1/4 Palantirs Q1 2025 shines with $884M revenue up XX% YoY beating consensus. US revenue surges XX% to $628M driven by AI platform demand. Adjusted EPS $XXXX in line with estimates. #Palantir #Earnings $PLTR"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1919754868673184131) 2025-05-06 14:03:22 UTC XXX followers, XXX engagements


"The market isnt the economy - thats why in my view theres little point in obsessing over economic indicators. I think thats become painfully obvious in recent years. Instead I prefer to rely on math and stats. If you look at the charts for $SPY and $QQQ youll notice a pattern: after each sell-off (which are happening more and more often) the market bounces back in a sharp V-shape then goes sideways and after that flat stretch we typically get a rally of around 12%. Based on that Im planning to stay calm all the way up to $SPX 7000. The second thing I watch closely is the 10- and 30-year"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946597076432744738) 2025-07-19 15:44:43 UTC XXX followers, XX 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 📈: +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/1947432107581837338) 2025-07-21 23:02:50 UTC XXX followers, XX 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


"@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


"@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


"@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


"@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


"@longoption Im expecting that too. Yesterday I posted My top picks in Pharma" - just referencing it here so I dont have to repeat all the facts and thoughts from that thread. I think this could turn into a great trade over the next six months"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946602898327998961) 2025-07-19 16:07:51 UTC XXX followers, XX engagements


"Hard to argue with that - I think were both right. Every coin has two sides and it always depends on which side youre looking from. Im not an investor Im a trader. I dont trade based on fundamentals earnings reports or any of that. My job is to spot the trend get in let the position go green as quickly as possible set a stop-loss - and if it goes red wait for the stop to hit. Then move on to the next one. You could say Ive got a bit of professional tunnel vision 🙃"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946950708852625492) 2025-07-20 15:09:56 UTC XXX followers, XX engagements


"Daily PnL vs $SPY 📈: +1.16% vs -0.43%. Green Day ✅ Daily beta - 📊 New positions: 🔹 $XRP and $TON - XX% of the crypto portfolio each 📈 Increased positions: 🔹 $JPM 🏁 Sold Positions: 🔹 $AMD $SNPS 📋 My current portfolio: 🔹 $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $JPM $PLTR $PYPL $DOCU $ORCL and $TLT & $TMF 🔹 $XRP $SOL $LTC $TON - XX% of the crypto portfolio each 👀 Watchlist: 🔹 $NVDA $MSFT $ASML $ANET $HOOD $RBLX $CPRT $AMD $SNPS and $SPXL & $UPRO (3x $SPY) $TQQQ (3x $QQQ) $SOXL (3x $SMH / $SOX) $UDOW (3x $DIA) $FAS (3x $XLF) #SoJustFollowMe #SoJustDailyPnL #PnLvsSPY"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945213817039806917) 2025-07-15 20:08:08 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/1947386620262433205) 2025-07-21 20:02:05 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, 1859 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, 2732 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


"@MMoney642 Looks like the pullback has started. We might get XX red days ahead and that could give you a chance to add the positions you need. Then again maybe not - $RSP closed right on the daily XX EMA. But right now Im leaning toward the first scenario"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945227873062728017) 2025-07-15 21:04:00 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, 1126 engagements


"@RHG1313 @TacticzH What do you think Rheinmetall produces"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1947023030284132394) 2025-07-20 19:57:19 UTC XXX followers, XX engagements


"❗M&A CRASHES TO 20-YEAR LOW WORSE THAN 2008❗ In April only 2330 deals were closed worldwide the lowest since February 2005. Worse than during COVID the global financial crisis and the uncertainty of Trumps first term. 💸 By volume things seem to be holding up: $243B globally (20% from the 20-year average) $114B in the US (8%) But lets be real: 🧨 $243B today isnt what $243B was in 2010. Inflation hasnt gone anywhere and the cost of capital has spiked. The Feds holding rates at 4.254.50% and the appetite for risk is on a strict diet. ⚠ What could revive the market Rate cuts in the second half"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1929528634185822524) 2025-06-02 13:20:49 UTC XXX followers, XXX 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, 1341 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 $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


"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


"@longoption To keep it short: 1.$NVDA is the clear leader - and the bet should always be on the leading horse 2.$AMD s main issue isnt the hardware its the software - and theres no clear sign thatll be fixed in the short term"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946948180085461337) 2025-07-20 14:59:53 UTC XXX followers, XX engagements


"50% TARIFFS ON BRAZIL NO TRADE DEFICIT. NO CARDS. NO PLAN. MEANWHILE - A 50-DAY ULTIMATUM TO RUSSIA. NO DEALS WITH CHINA OR INDIA. DONT FORGET ABOUT BRICS DONALD. 🔹 A few days ago the U.S. notified several trade partners that higher import tariffs will take effect starting August X. One of the countries on the list is Brazil - with a XX% tariff coming on goods imported from there. BUT BRAZIL ISNT CHINA 🔹 Heres the twist: the U.S. usually runs a trade deficit with most of its partners and that gives Trump leverage - you profit way more from access to our market than we do from yours. That"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946016058600726884) 2025-07-18 01:15:58 UTC XXX followers, XXX engagements


"Daily PnL vs $SPY 📈: +1.00% vs +0.58%. Green Day ✅ Daily beta XXXX 📊 📋 My current portfolio: 🔹 $META $AMZN $GOOGL $ASML $AAPL $ADBE $AVGO $NFLX $JPM $RSP $PYPL $CPRT $DOCU 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/1945937088643555526) 2025-07-17 20:02:10 UTC XXX followers, 1119 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


"@MMoney642 I searched on X and was surprised to find that there are basically no posts about $ALGN - the last ones date back to 2023. In my opinion thats totally undeserved. Id be VERY interested to read your review - looking forward to it"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946895938653458755) 2025-07-20 11:32:18 UTC XXX followers, XX 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, 1351 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, 1393 engagements


"Today I took another bite👇🏻 🏁 Sold Positions: 🔹 $PLTR Looks like a pullback is starting ✅ 📋 My current portfolio: 🔹 $META $AMZN $GOOGL $ASML $AAPL $ADBE $AVGO $NFLX $JPM $PYPL $DOCU $ORCL and $TLT & $TMF 🔹 $XRP $SOL $LTC $TON - XX% of the crypto portfolio each 👀 Watchlist: 🔹 $NVDA $MSFT $ANET $HOOD $RBLX $CPRT $AMD $PLTR and $RSP #SoJustFollowMe #SoJustBiteByBite #SoJustStepByStep #TradingResults"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945486007824171232) 2025-07-16 14:09:44 UTC XXX followers, XXX engagements


"Daily PnL vs $SPY 📈: +0.06% vs +0.28%. Green Day ✅ Daily beta XXXX 📊 New positions: 🔹 $AAPL 📈 Increased positions: 🔹 $TLT 🏁 Sold Positions: 🔹 $SOL 📋 My current portfolio: 🔹 $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $SPOT $PLTR $AMD $SNPS $LLY $PYPL $DOCU & $TLT & $TMF 👀 Watchlist: 🔹 $NVDA $MSFT $ORCL $ASML $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/1943400587946790967) 2025-07-10 20:03:01 UTC XXX followers, XXX 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


"@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


"🚨 DECKERS OUTDOOR has a curious pattern around its weekly XXX SMA: 🔹 After touching it in March 2020 the stock rallied ❗475% ❗ by September 2021 🔹 After touching it again in May 2022 it gained XXX% by January 2025 Right now its getting very close to that level again - and Im watching closely 👀 📍 A move into the $95100 range could offer a stellar risk/reward setup. 🤔 Will I take it Hard to say - this sector doesnt really speak to me. But the setups good enough to keep $DECK firmly on my radar 🔎 #SoJustFollowMe #SoJustTechCharts #SoJustMarketAnalytics #StockAnalysis #FollowTheTrends"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1935677958787641504) 2025-06-19 12:36:03 UTC XXX followers, XXX engagements


"This Weeks Winners & Losers: US & Global Markets A strong week for $SBSW $SSL $GEV $DG $INTU $GFI $NEM $AEM $WPM $VOD $MRNA $CBOE $GILD $STX $PM $CRWD A rough week for $FICO $ENPH $DECK $AES $CPRT $SMCI $WDAY $FSLR $TPL $ROST $BLDR $NCLH $GPN $PSX $CZR $NEE $NXPI $ALGN $SHOP $NU $ARM #SoJustFollowMe #SoJustMarketMovers #FollowWinnersLosers #SoJustMarketRecap #MarketMovers #WinnersAndLosers"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1926019674782749150) 2025-05-23 20:57:28 UTC XXX followers, 1291 engagements


"No its not hurting the market. If it were - would $SPY $QQQ and $SMH be hitting all-time highs Its brutal for companies in the Russell 2000 and other small caps but thats exactly what the political leadership is aiming for: to reduce consumer purchasing power and through that bring inflation down - so they can eventually pivot back to some form of QE"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946665987212001618) 2025-07-19 20:18:33 UTC XXX followers, XX 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, 1430 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


"Daily PnL vs $SPY 📉: -XXXX% vs -0.35%. Red Day🔻 Daily beta XXXX 📊 📈 Increased positions: 🔹 $AAPL $ADBE $AVGO 📋 My current portfolio: 🔹 $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $SPOT $PLTR $AMD $SNPS $LLY $PYPL $DOCU & $TLT & $TMF 👀 Watchlist: 🔹 $NVDA $MSFT $ORCL $ASML $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/1943762997497016741) 2025-07-11 20:03:06 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


"@MMoney642 Out of all of them $RKLB is the one I like the most - but the only name on my watchlist today is $HOOD. The trend is just too strong"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945927194200658091) 2025-07-17 19:22:51 UTC XXX followers, 4735 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, 2064 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


"Inflation wont rise unless theres some major unexpected shock - thats been pretty obvious for a while now. Were in a Demand-Pull Deflation environment. $UNH looks fantastic if youre buying around $XXX at the monthly XXX EMA. $ELV is a solid setup near $XXX at the monthly XXX SMA. $MOH isnt bad either around $XXX at the monthly XXX SMA. As for $CVS $HUM and $CNC - Id stay away"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946886618951938371) 2025-07-20 10:55:16 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


"@swill655 @HolySmokas Why does it seem to you that we might be close to a top Please share your point of view so I can understand what youre basing it on - and Ill try to give you a thorough reply"  
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"@TacticzH Yes $ASML makes up XXX% of my portfolio"  
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"@TacticzH $SE delivered strong results back in 2021. As for $CPNG I was never able to make money with it - every position got stopped out either flat or with a small loss in 2024. Havent looked their way this year"  
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"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"  
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"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"  
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"SEARCH VS CHATBOTS - A REAL THREAT TO $GOOGL 🔹 More and more companies are abandoning traditional SEO - optimization for #Google search. 🔹 Users are turning to AI bots like #ChatGPT #Perplexity #Claude #Grok and #Gemini that provide direct answers instead of XX blue links. THE ENTIRE TRAFFIC FLOW IS SHIFTING 🔹 A whole new market is emerging - startups that help optimize content specifically for AI so bots like it and use it in responses. 🔸 Thats a direct hit to the core model thats powered $GOOGL for decades. WARNING SIGNS ARE ALREADY THERE 🔹 Googles search share isnt dropping yet but ad"  
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"@longoption Im definitely on board with you on $UNH and $ASML. Definitely disagree on $LYFT and $AMD. As for the rest - I dont know them well enough to weigh in"  
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"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"  
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"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"  
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"@HolySmokas $COIN $STX $MCHP $WDC $ORCL $RCL and $GEV 😉"  
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"Im currently living in the U.S. for the third time: first as a student at MIT - which I got into back in the last century 😅 - then on a work contract in Miami from 2013 to 2015 and now again in New York since mid-2022. I tend to live wherever I work and most of my roles are usually based on three-year contracts"  
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