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[@CarsonTalkMoney](/creator/twitter/CarsonTalkMoney)
"$META just bought a $XXX billion dollar stake in $ESLOF. EssilorLuxottica is the world largest eye glass provider. Brands they own -Ray-Ban - Oakley - Costa They are investing in the future of AI glasses First Meta Ray-Bans next Oakley Meta glasses Is this the future"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1942678621446955164) 2025-07-08 20:14:11 UTC XXX followers, XXX engagements


"$ASML is down XXXX% due to no confirmed guidance for 2026. I believe this is an overreaction. Management isnt saying there will be no growth in 2026theyre simply acknowledging the possibility. Tariffs will likely be a headwind for their business but as a monopoly I believe ASML can pass those costs on to the consumer"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1945464051074764943) 2025-07-16 12:42:29 UTC XXX followers, XXX engagements


"Another all-time high Top X biggest winners today by $ 1) $AMD up $XXXXXX 2) $NKE up $XXXXX 3) $SOFI up $XXXXX 4) $WYNN $XXXXX 5) $CAKE $22.75"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1943370866009456648) 2025-07-10 18:04:55 UTC XXX followers, XXX engagements


"Another all time high today Thanks $NKE $GOOG $CAKE $META and $AMD"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1947321581253931102) 2025-07-21 15:43:39 UTC XXX followers, XXX engagements


"$NU shareholders does anyone know why this stock is down XXXX% today"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1943371569218076882) 2025-07-10 18:07:42 UTC XXX followers, 1440 engagements


"F.I.R.E fund was up $XXX Top X biggest winners 1) $AMD up XXXX% 2) $SOFI up XXXX% 3) $GOOG up XXXX% 4) $CRM up XXXX% 5) $NU up 1.48%"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1946962527990030695) 2025-07-20 15:56:54 UTC XXX followers, XX engagements


"My thoughts I am very pleased with $AMD. This is my largest holding and It continues to perform amazing. The only stock I was disappointed in was $ASML. This stock was down massive after not giving guidance for 2026. I thought this was an overreaction. $ASML had great numbers and was just being cautious with the tariff situation. I would love to buy more if they go into the $XXX range"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1946962549469327448) 2025-07-20 15:56:59 UTC XXX followers, XXX engagements


"@dividendology Couldnt agree more. Im currently getting a XXXX% yield. I dont focus solely on dividendsmy largest position is $AMD for example. My top dividend payers are $NKE $CAKE and $TXRH. I love combining growth from capital appreciation with steady dividend income"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1944527433383719078) 2025-07-13 22:40:42 UTC XXX followers, XXX engagements


"Last week I underperformed slightly Im hoping to reverse the trend and bounce back strong this week $ASML and $O are the main reason I underperformed $AMD will need a little help if I wish to outperform"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1947279646640189582) 2025-07-21 12:57:01 UTC XXX followers, XXX engagements


"To switch over to my Roth IRA My Roth IRA was up $XXX $VOO was up XXXX% $VXUS was up XXXX% $O was down 1.21%"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1946962545459224847) 2025-07-20 15:56:58 UTC XXX followers, XX engagements


"I think $BKNG is your weakest holding right now. I still love the company long term and continue to hold a small position. The main concern is macro uncertaintyespecially tariffs which could put pressure on consumer wallets and reduce travel demand. In a recession I believe $BKNG will underperform compared to the rest of your portfolio. Overall I dont think it is a weak company it just may hold up worse in a recession than some of your other holdings like $COST $SPGI and $NFLX"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1947001379903726072) 2025-07-20 18:31:17 UTC XXX followers, 1569 engagements


"Great companies do nearly all X I think $ASML is the best exsample How $ASML used there free cash flow in the last XX months Cap EX - XXX billion Buying back shares - XXXXX billion Dividends - XXXXX billion Debt payed off XX million This is a strong growing company who uses there capital very efficiently I own XXXX shares with plans to add more if It goes below $700"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1946965742118908059) 2025-07-20 16:09:40 UTC XXX followers, XXX engagements


"Condo sales have now hit multi year lows. Inventory is at all time highs while interest rates remain high. No one can buy condos/homes and inventory is at all time highs. Will home builders sell for a loss or hold inventory Housing stocks $DHI $LEN $PHM $KBH $NVR $TOL $MTH $TMHC $RH"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1938064645211775303) 2025-06-26 02:39:53 UTC XXX followers, XXX engagements


"My top X biggest winners by % 1) $SOFI up XXXXX% 2) $CAKE up XXXXX% 3) $CELH up XXXXX% 4) $TXRH up XXXXX% 5) $AMD up 35.05%"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1944405107459633508) 2025-07-13 14:34:37 UTC XXX followers, XXX engagements


"New all time high in the portfolio Thanks $AMD $ASML and $GOOG"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1945161411220402680) 2025-07-15 16:39:54 UTC XXX followers, XXX engagements


"Earnings season is fully underway I have X of my companies reporting in the next couple of weeks 7/23 - $GOOG 7/29 - $BKNG - $CAKE - $SOFI 7/30 - $AMZN - $META - $MSFT"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1945899525358440572) 2025-07-17 17:32:54 UTC XXX followers, XXX engagements


"It was not all rainbows and sunshine we had several big losers Top X biggest losers 1) $ASML down XXX% 2) $WYNN down XXXX% 3) $CAKE down XXXX% 4) $TXRH down XXXX% 5) $META down 1.84%"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1946962535518793920) 2025-07-20 15:56:55 UTC XXX followers, XX engagements


"We are still up XXXXX% this year compared to $VOO or $SPY which is around XXXX% This is thanks to stocks like $AMD $CELH $CAKE $WYNN and $MSFT"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1947279654802387229) 2025-07-21 12:57:03 UTC XXX followers, XXX engagements


"Japans stock market ( $EWJ ) is down XXXX% after #Trump announced XX% tariffs on the nation. South Koreas ( $ARCA ) is also down XXXX% after Trump announced a XX% tariff. This is along side American markets which are down $VOO down XXXX% $QQQ down XXXX% $DJI down 1.22%"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1942293748106289560) 2025-07-07 18:44:50 UTC XXX followers, XXX engagements


"Top X biggest winners today 1) $CAKE 2) $O 3) $NKE 4) $BKNG 5) $CELH"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1947798474046730268) 2025-07-22 23:18:39 UTC XXX followers, XX engagements


"What a day for $AMD $AMD is now my first position to reach over $5000 Some other winners 1) $NU up XXXX% 2) $ASML up XXXX% 3) $GOOG up XXXX% 4) $MSFT up 0.65%"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1945160903898362420) 2025-07-15 16:37:53 UTC XXX followers, XXX engagements


"Portfolio was up XXXX% today Thank you $CAKE $O $NKE and $CELH"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1947798465666277609) 2025-07-22 23:18:37 UTC XXX followers, XXX engagements


"Another all time high today Top X biggest winners and losers Winners 1) $SOFI 2) $ADBE 3) $MSFT 4) $NKE 5) $NU Losers 1) $ASML 2) $TXRH 3) $CAKE 4) $O 5) $WYNN"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1945941507808043381) 2025-07-17 20:19:43 UTC XXX followers, XXX engagements


"$ASML is down XXXX% today What are you doing with your shares after earnings"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1945649388023681077) 2025-07-17 00:58:57 UTC XXX followers, XX engagements


"For an overall green dayI sure do have some big losers 1) $CAKE down XXXX% 2) $CELH down XXXX% 3) $TXRH down XXXX% 4) $O down XXXX% 5) $META down XXXX% Im guessing it is just a pull back from all time highs"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1945864654015623611) 2025-07-17 15:14:20 UTC XXX followers, XXX engagements


"Not a bad day Biggest winners and Losers Winners - $SOFI up XXXX% - $AMD up XXXX% - $WYNN up XXXX% - $CRM up XXXX% - $ASML up XXXX% Losers - $NKE down XXXX% - $AMZN down XXXX% - $BKNG down XXXX% - $GOOG down XXXX% - $CAKE down 0.49%"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1942684265919177111) 2025-07-08 20:36:36 UTC XXX followers, XXX engagements


"Looks like market futures are up XXXX% I have some big winners and losers inside premarket Winners 1) $NU up XXXX% 2) $SOFI up XXXX% 3) $GOOG up X% 4) $CAKE up XXXX% 5) $META up XXXX% Losers 1) $MSFT down XXXX% 2) $ASML down 0.23%"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1947279639463792757) 2025-07-21 12:56:59 UTC XXX followers, XXX engagements


"@HolySmokas I own quite a few - $AMD - $ADBE - $NKE - $META - $WYNN - $CELH - $CAKE - $SOFI - $AMZN - $GOOG I used to own Shopify but sold to buy more $AMD"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1944604574473437376) 2025-07-14 03:47:14 UTC XXX followers, 2942 engagements


"This is an update on my YTD performance in my taxable account These returns would not be possible without some huge winners 1) $CELH up XX% 2) $SOFI up XX% 3) $CAKE up XX% 4) $WYNN up XX% 5) $MSFT up XX% And of course my largest holding $AMD up 26%"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1944405105568068008) 2025-07-13 14:34:37 UTC XXX followers, XXX engagements


"I think it has something to do with downgrades and Figma going public. - downgrades nearly always make the stock move down - $FIG could cause some issues there biggest competitor going public could cause them to gain funding and overtake $ADBE. Well that is the fear. I think this fear is wrong they have a very strong moat that nearly XX% of Hollywood uses. AI is a threat but Adobe is the leader in AI for photo creation. If anything they will save money from AI Their at a XX PE when there historical average is XX% above that. I think all the fear is priced in and their financials still look"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1943006769493443043) 2025-07-09 17:58:07 UTC XXX followers, XXX engagements


"@dividendology I love the analysis. Great work I am also bullish long term I own XXXXX shares. Im hoping to buy the dip if it continues to fall into the $700-$715 range"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1945536032029413531) 2025-07-16 17:28:31 UTC XXX followers, XXX engagements


"@HolySmokas Congrats and Thank you. You told me about $AMD first Im now sitting on $1600 in gains It feels amazing to make more than my paycheck on a stock Keep up the great work I love you videos"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1945191907027472725) 2025-07-15 18:41:05 UTC XXX followers, 1767 engagements


"Top X biggest winners and losers from the week Winners 1) $AMD up XXX% 2) $SOFI up X% 3) $WYNN up XXX% Losers 1) $NKE down XXX% 2) $CRM down XXX% 3) $NU down 4%"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1944038021671588103) 2025-07-12 14:15:57 UTC XXX followers, XXX engagements


"Top X biggest winners and losers Winners - $CAKE up XXXX% - $CELH up XXXX% - $GOOG up XXXX% - $AMZN up XXXX% - $VXUS up XXXX% Losers - $AMD down XXXX% - $WYNN down XXXX% - $NKE down XXX% - $SOFI down XXXX% - $NU down 3.79%"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1946242359605207216) 2025-07-18 16:15:12 UTC XXX followers, XXX engagements


"Not a great week for the portfolios We still profited $XXX but we did worst than $VOO"  
![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1931041720399282176.png) [@CarsonTalkMoney](/creator/x/CarsonTalkMoney) on [X](/post/tweet/1946962520842928193) 2025-07-20 15:56:52 UTC XXX followers, XX engagements