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[@SoJustFollowMe](/creator/twitter/SoJustFollowMe)
"@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


"@wealthmatica The thing is no major fund holds $CRM in any meaningful size. If they did wed see consolidation - but I dont see any. Attaching the list of top institutional holders 👇🏻"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1948489886136242528) 2025-07-24 21:06:04 UTC XXX followers, XX 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


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


"📋 My current portfolio: 🔹 $AMZN $META $CPRT $PYPL $DOCU $UPRO (3x $SPY) $TQQQ (3x $QQQ) $SOXL (3x $SMH) and $TLT & $TMF 👀 Watchlist: 🔹 $NVDA $MSFT $GOOGL $AAPL $ORCL $AMD $PLTR $AVGO $NFLX $ANET $HOOD $RBLX $LLY and $NVO"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1948111832171892964) 2025-07-23 20:03:49 UTC XXX followers, 1059 engagements


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


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


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


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


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


"Retail investors in the U.S. are back in the green - thanks to the good old buy the dip strategy. In 2025 individual investors poured a record $155B into stocks $NVDA $MSFT $AAPL $AMZN $GOOGL $META $TSLA $AVGO $AMD $NFLX $PLTR $ADBE & $LLY and ETFs $SPY $QQQ $SMH $MAGS & $DIA. Even during the April selloff triggered by Trumps tariffs they kept on buying. Buying the dip has become the new religion analysts say. But the pros are more cautious - wary of instability and the broader consequences of Trumps policies. Buy the dip works until the market crashes. Then again Ive been hearing until the"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1942924795101737239) 2025-07-09 12:32:23 UTC XXX followers, XXX engagements


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


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


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


"@YodaStockInvest 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


"@MMoney642 The pattern around the XXX EMA on the daily isnt strong - $DAVE only bounced off it once back in November 2024. What is strong is the XXX EMA: X out of X successful bounces since the start of 2024. Thats sitting around $XXX now"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946316549029056552) 2025-07-18 21:10:00 UTC XXX followers, XX 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, 2812 engagements


"Today I took another bite*👇🏻 🏁 Sold Positions: 🔹 $GOOGL $JPM $RSP $LLY $NVO 📋 My current portfolio: 🔹 $META $AMZN $AVGO $AAPL $ADBE $ASML $NFLX $PYPL $MS $CPRT $DASH $DOCU and $TLT & $TMF 👀 Watchlist: 🔹 $NVDA $MSFT $ORCL $AMD $PLTR $APP $ANET $HOOD and $RBLX * In war there's the strategy of death by a thousand cuts 🥷 In trading I follow the rule of a thousand bites. Take a win - bank it. Then reset. Step by step level by level. Follow me: @SoJustFollowMe"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1948024866382266427) 2025-07-23 14:18:15 UTC XXX followers, 6518 engagements


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


"@TacticzH 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


"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, 2342 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


"As I wrote on June XX $DECK has spent plenty of time around its weekly XXX SMA - and its starting to move. A breakout above the weekly XXX EMA ($108.85 as of today) would likely mark the start of a strong uptrend. If I were looking to add $DECK - and missed it at $XXX for whatever reason - Id be buying right now before it runs. Follow me: @SoJustFollowMe"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1948380336154402955) 2025-07-24 13:50:45 UTC XXX followers, 1366 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


"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


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


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


"Daily PnL vs $SPY 📈: +1.08% vs +0.04%. ✅ Green Day 📊 Daily beta XXXX 📋 My current portfolio: 🔹 $AMZN $META $CPRT $PYPL $DOCU $UPRO (3x $SPY) $TQQQ (3x $QQQ) $SOXL (3x $SMH) and $TLT 🔹 $XRP $SOL $ADA $LTC and $LINK - XX% of the crypto portfolio each 👀 Watchlist: 🔹 $NVDA $MSFT $GOOGL $AAPL $ORCL $AVGO $NFLX $PLTR $AMD $ANET $HOOD $RBLX $LLY and $NVO - - - - - - - - - - - - - - - - - - - - Follow me: @SoJustFollowMe"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1948473623041507508) 2025-07-24 20:01:27 UTC XXX followers, XXX engagements


"SHOULD YOU BUY $ALGN AT THE BOTTOM OF ITS RANGE $ALGN is trading near the lower end of its multi-year range - back to 2017 levels. Looks like a spot worth watching. WHAT THE COMPANY DOES Align Technology is a medtech player focused on digital orthodontics. Its flagship product #Invisalign offers clear aligners as an alternative to traditional braces. Q125: FLAT RESULTS 🔸 Revenue: $979.3M (2% y/y) 🔸 Adj. EPS: $XXXX (flat y/y) 2025 GUIDANCE: MODEST GROWTH 🔹 Revenue growth: +3.55.5% 🔹 Volume growth: +46% 🔹 ASP: expected to decline 🔹 Op. margin: XXXX% (+70bps y/y) INVISALIGN STILL DRIVES"  
![@SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1727355254549692416.png) [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946889628545376457) 2025-07-20 11:07:13 UTC XXX followers, 1515 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


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


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


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


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


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


"@TacticzH I agree on $ASML $GOOGL and $NVO. As for $OSCR and $DLO - I dont know the stories well enough so Ill refrain from commenting 🙂"  
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"@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 😉"  
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"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"  
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"@TacticzH Yes $ASML makes up XXX% of my portfolio"  
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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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"@longoption I wouldnt focus too much on a specific date. But I do think that in JulyAugust $XLF $XBI and $IBB could outperform the broader market in a sharp move - driven by heavy short covering - and then transition into a strong upward trend"  
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"JUNE INFLATION - NO SURPRISES The headline #CPI came in at +0.3% m/m and +2.7% y/y - overall thats within expectations. #CoreCPI (excluding volatile categories) was +0.2% m/m and +2.9% y/y. CORE CPI IS TICKING UP - BUT NOTHING DRAMATIC Yes core inflation is accelerating - just as expected the pressure is coming from services. That part remains sticky: the trend is slow but persistent. In the base case were likely heading back above X% y/y. TARIFF-EXPOSED CATEGORIES - STILL QUIET Interestingly theres no visible pickup yet in the categories expected to be hit by tariffs. Inventory levels and"  
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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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"Youre talking about daily moving averages but your chart shows weekly ones. $FICO actually has a really solid pattern but its on the monthly XXX SMA Next time $FICO comes down to that level Ill definitely trade it. But I dont think thats happening this time - so Im not interested in it right now. I dont see any clear setups on the daily or weekly charts"  
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"$IIPR - HIGH DIVIDENDS ARE OVER or A NIGHTMARE ACROSS THE ENTIRE CANNABIS MARKET 🧟🧟♀🧟♂ 🔹 Shares of $IIPR - a REIT specializing in leasing facilities to licensed cannabis operators in the U.S. - have collapsed XX% from their 2021 highs. 🔹 The cannabis industry both in the U.S. and Canada is in total disarray. One of its so-called flagships $TLRY is down more than XX% since listing. 🔹 And its not just Tilray. $CGC $ACB $CRON $HEXO $VFF $SNDL $TCNNF - the whole group is either barely breathing or actively vaporizing shareholder equity. DEFAULTS AND VACANCIES 🔸 Back in March management"  
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"Lets be honest: algorithms dont care about intrinsic value news or any of that. They just do their job - no emotions no questions asked. What really matters is that trading itself has become algorithmic - 8085% of all volume is now driven by algos. Well have to live with it - whether we like it or not 🤷🏻♂"  
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