[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.] #  @SoJustFollowMe Denistratos Denistratos posts on X about googl, $googl, amzn, $amzn the most. They currently have XXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1727355254549692416/interactions)  - X Week XXXXXX +72% - X Month XXXXXX +89% ### Mentions: XX [#](/creator/twitter::1727355254549692416/posts_active)  - X Week XX -XX% - X Month XXX +11% ### Followers: XXX [#](/creator/twitter::1727355254549692416/followers)  - X Week XXX +56% - X Month XXX +114% ### CreatorRank: XXXXXXX [#](/creator/twitter::1727355254549692416/influencer_rank)  ### Social Influence [#](/creator/twitter::1727355254549692416/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [countries](/list/countries) [exchanges](/list/exchanges) #1874 [fashion brands](/list/fashion-brands) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [luxury brands](/list/luxury-brands) **Social topic influence** [googl](/topic/googl) #34, [$googl](/topic/$googl) #1328, [amzn](/topic/amzn) #468, [$amzn](/topic/$amzn) #72, [meta](/topic/meta) #3701, [$amd](/topic/$amd) #274, [$meta](/topic/$meta) #67, [pltr](/topic/pltr) #159, [$pltr](/topic/$pltr) #153, [asml](/topic/asml) #25 **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Advanced Micro Devices (AMD)](/topic/$amd) [Metadium (META)](/topic/$meta) [Palantir (PLTR)](/topic/$pltr) [Adobe, Inc. (ADBE)](/topic/$adbe) [Netflix Inc (NFLX)](/topic/$nflx) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Apple, Inc. (AAPL)](/topic/$aapl) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Oracle Corporation (ORCL)](/topic/$orcl) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Docusign Inc (DOCU)](/topic/$docu) [Spotify Technology (SPOT)](/topic/$spot) [Eli Lilly and Company (LLY)](/topic/$lly) [Microsoft Corp. (MSFT)](/topic/$msft) [Synopsys, Inc. (SNPS)](/topic/$snps) [Arista Networks Inc (ANET)](/topic/$anet) [Solana (SOL)](/topic/$sol) [JPMorgan Chase (JPM)](/topic/$jpm) [Copart, Inc. (CPRT)](/topic/$cprt) [Spacemesh (SMH)](/topic/$smh) [DIA (DIA)](/topic/$dia) [Litecoin (LTC)](/topic/$ltc) [Autodesk Inc (ADSK)](/topic/$adsk) [Mario Coin (COIN)](/topic/$coin) [XRP (XRP)](/topic/$xrp) [Toncoin (TON)](/topic/$ton) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Alibaba Group (BABA)](/topic/$baba) [Roblox, Corp. (RBLX)](/topic/$rblx) [Halliburton Company (HAL)](/topic/$hal) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [First Solar, Inc. (FSLR)](/topic/$fslr) [Alien Base (ALB)](/topic/$alb) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [GE Vernova Inc. (GEV)](/topic/$gev) [Moderna Inc (MRNA)](/topic/$mrna) [Royal Caribbean Cruises Ltd (RCL)](/topic/$rcl) [Novo-Nordisk (NVO)](/topic/$nvo) [Applovin Corporation (APP)](/topic/$app) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Elcoin (EL)](/topic/$el) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Cameco Corporation (CCJ)](/topic/$ccj) [EQT, Corp. (EQT)](/topic/$eqt) [Fortinet Inc (FTNT)](/topic/$ftnt) [AES, Corp. (AES)](/topic/$aes) [Elevance Health Inc (ELV)](/topic/$elv) [Centene Corp (CNC)](/topic/$cnc) [Schlumberger NV (SLB)](/topic/$slb) [APA Corp (US) (APA)](/topic/$apa) ### Top Social Posts [#](/creator/twitter::1727355254549692416/posts) --- Top posts by engagements in the last XX hours "@CyclesFan $NFLX s weight in $SPY as of today is 1.002622%. gonna argue just to argue. Been watching you with interest for a few days now"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945942134374195338) 2025-07-17 20:22:13 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 πΉ Revenue: $108.7M (+26% YoY) πΉ Adj. EPS: -$0.16 (vs -$0.20 YoY) FY26 GUIDANCE πΉ Q1: $100M$109M πΉ FY26: $447.5M$484.5M (+19%) πΉ Adj. operating loss: -$65M to -$100M WHAT THEY DO πΈ Build AI apps for use cases like predictive maintenance supply chain optimization and drug discovery πΈ Flagship: PANDA for the"  [@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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1942924795101737239) 2025-07-09 12:32:23 UTC XXX followers, XXX engagements "HIMS & HERS - ON WHICH SIDE OF THE LAW Subscription-based online healthcare service. No doctor visits: prescriptions treatment meds - all online. Q125: πΉ Revenue: $586M (+111% YoY) πΉ Adj. EPS: $XXXX (+67% YoY) 2025 GUIDANCE: πΉ Revenue: $2.3B$2.4B (+5663% YoY) πΉ EBITDA margin: 1314% (+100200 bps) PLATFORM AND GLP-1 GROWTH πΈ Subscribers grew XX% to 2.4M πΈ Over 1.4M use personalized solutions: GLP-1 hormones dermatology πΈ Main driver - GLP-1 drugs (incl. Semaglutide $NVOs #Wegovy/#Ozempic analog) $HIMS sold compounded versions of Semaglutide - unbranded copies made under original drug"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1944757437334004126) 2025-07-14 13:54:39 UTC XXX followers, XXX engagements "2/2 Sector funds broke 9-wk outflow streak - $502M into financials $433M into staples. Bond funds +$230M; muni & mortgage funds led w/ $1.57B & $961M in. MMFs -$2.87B after prior wks +$24.43B. $SPY $QQQ $SMH $SOXX $MAGS $DIA $IWM $TLT"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1919127504666726881) 2025-05-04 20:30:27 UTC XXX followers, XXX engagements "Daily PnL vs $SPY π: +1.16% vs -0.43%. Green Day β Daily beta - π New positions: πΉ $XRP and $TON - XX% of the crypto portfolio each π Increased positions: πΉ $JPM π Sold Positions: πΉ $AMD $SNPS π My current portfolio: πΉ $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $JPM $PLTR $PYPL $DOCU $ORCL and $TLT & $TMF πΉ $XRP $SOL $LTC $TON - XX% of the crypto portfolio each π Watchlist: πΉ $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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945213817039806917) 2025-07-15 20:08:08 UTC XXX followers, XXX engagements "Daily PnL vs $SPY π: -XXXX% vs -0.79%. Red Dayπ» Daily beta XXXX π π Increased positions: πΉ $AMD π My current portfolio: πΉ $TLT & $TMF $AMZN $GOOGL $META $SNPS $ADBE $NFLX $SPOT $PLTR $AMD $AVGO $LLY $PYPL $DOCU and $SOL (100% of the crypto portfolio) π Watchlist: πΉ $NVDA $MSFT $AAPL $ASML $ORCL $ADSK $V $TMO $ANET $CPRT and $SPXL & $UPRO (3x $SPY) $TQQQ (3x $QQQ) $SOXL (3x $SMH / $SOX) $UDOW (3x $DIA) $FAS (3x $XLF) #SoJustFollowMe #SoJustDailyPnL #PnLvsSPY #SoJustPortfolioUpdate #TradingResults"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1942313267596231082) 2025-07-07 20:02:24 UTC XXX followers, XXX engagements "π¨ 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:β100%βHats off π§’π§’ Ill absolutely be buying $CPRT if it touches that level again - currently around $XX π― Whether that works for you or not - the decision is yours. And only yours. #SoJustFollowMe #SoJustTechCharts #SoJustMarketAnalytics #StockAnalysis #FollowTheTrends #StockCharts"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1940802837761425899) 2025-07-03 16:00:29 UTC XXX followers, 2497 engagements "If the pullback has indeed started just a reminder of the solid pattern on the $APP chart I wrote about earlier. As of today the daily SMA is around $XXX and the daily EMA is near $XXX. If the price drops to around $XXX theres a high chance Ill start buying. #SoJustFollowMe #SoJustTechCharts #FollowTheTrends #StockCharts"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945492447011721652) 2025-07-16 14:35:19 UTC XXX followers, XXX engagements "@InvestChameleon @HolySmokas Thanks. Ive made money on $AMD twice since April - if I see a good entry Ill go for a third. Check my profile - I post all my trades daily: buys sells what Im holding and my daily P&L"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945569309146620263) 2025-07-16 19:40:44 UTC XXX followers, XXX engagements "@TacticzH $GOOGL and $ASML - definitely yes If I were to pick something in China my choice would be $BABA. $PDD (same as $JD) - definitely no"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1943047015920750732) 2025-07-09 20:38:03 UTC XXX followers, 2130 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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946281223346855977) 2025-07-18 18:49:38 UTC XXX followers, 2011 engagements "Daily PnL vs $SPY π: +1.00% vs +0.58%. Green Day β Daily beta XXXX π π My current portfolio: πΉ $META $AMZN $GOOGL $ASML $AAPL $ADBE $AVGO $NFLX $JPM $RSP $PYPL $CPRT $DOCU and $TLT & $TMF πΉ $XRP $SOL $LTC $TON - XX% of the crypto portfolio each π Watchlist: πΉ $NVDA $MSFT $ORCL $ANET $HOOD $RBLX $APP $AMD $PLTR and $LLY #SoJustFollowMe #SoJustDailyPnL #PnLvsSPY #SoJustPortfolioUpdate #TradingResults"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945937088643555526) 2025-07-17 20:02:10 UTC XXX followers, XXX engagements "@HolySmokas $AMD $GOOGL $AMZN $PLTR $EL $META $ADBE $PYPL"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1944700385093894223) 2025-07-14 10:07:57 UTC XXX followers, XXX engagements "$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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945060414292652407) 2025-07-15 09:58:34 UTC XXX followers, XX engagements "This Weeks US Market Winners and Losers π 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 π 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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946303024764235829) 2025-07-18 20:16:16 UTC XXX followers, XXX engagements "This Weeks US Market Winners and Losers π π 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 π 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](/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 biteππ» π Sold Positions: πΉ $AMD $SNPS π My current portfolio: πΉ $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $PLTR $PYPL $DOCU $ORCL $JPM and $TLT & $TMF π Watchlist: πΉ $NVDA $MSFT $ASML $ANET $HOOD $RBLX and $JBL #SoJustFollowMe #SoJustBiteByBite #SoJustStepByStep #TradingResults"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945130713155531063) 2025-07-15 14:37:55 UTC XXX followers, XXX engagements "Today I took another biteππ» π Sold Positions: πΉ $PLTR Looks like a pullback is starting β π My current portfolio: πΉ $META $AMZN $GOOGL $ASML $AAPL $ADBE $AVGO $NFLX $JPM $PYPL $DOCU $ORCL and $TLT & $TMF πΉ $XRP $SOL $LTC $TON - XX% of the crypto portfolio each π Watchlist: πΉ $NVDA $MSFT $ANET $HOOD $RBLX $CPRT $AMD $PLTR and $RSP #SoJustFollowMe #SoJustBiteByBite #SoJustStepByStep #TradingResults"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945486007824171232) 2025-07-16 14:09:44 UTC XXX followers, XXX engagements "Daily PnL vs $SPY π: +0.06% vs +0.28%. Green Day β Daily beta XXXX π New positions: πΉ $AAPL π Increased positions: πΉ $TLT π Sold Positions: πΉ $SOL π My current portfolio: πΉ $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $SPOT $PLTR $AMD $SNPS $LLY $PYPL $DOCU & $TLT & $TMF π Watchlist: πΉ $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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1943400587946790967) 2025-07-10 20:03:01 UTC XXX followers, XXX engagements "@TacticzH The X% positions are all mining companies. My favorite is $RMS with $MC LVMH and $ASML tied for second place"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1942682443317928428) 2025-07-08 20:29:22 UTC XXX followers, XXX engagements "π¨ DECKERS OUTDOOR has a curious pattern around its weekly XXX SMA: πΉ After touching it in March 2020 the stock rallied β475% β by September 2021 πΉ 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 π π A move into the $95100 range could offer a stellar risk/reward setup. π€ 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 π #SoJustFollowMe #SoJustTechCharts #SoJustMarketAnalytics #StockAnalysis #FollowTheTrends"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1935677958787641504) 2025-06-19 12:36:03 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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945980525610402150) 2025-07-17 22:54:46 UTC XXX followers, XXX engagements "@joecarlsonshow $GOOGL is my largest position alongside $AMZN and $META. And its not about hope - its a rational choice"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945177437278519344) 2025-07-15 17:43:35 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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1944777912416178253) 2025-07-14 15:16:01 UTC XXX followers, XXX engagements "@TacticzH In the past two weeks I bought $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $SPOT $PLTR $AMD $SNPS $LLY and $TLT The only sale was yesterday - $SOL"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1943609825658576994) 2025-07-11 09:54:27 UTC XXX followers, XXX engagements "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"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945579073872310765) 2025-07-16 20:19:32 UTC XXX followers, 2381 engagements "1/2 US equity funds saw $15.56B in outflows last week (3rd in a row) - largest since Dec 2024 (LSEG). Biggest pull: $14.06B from large-cap. Small/mid/multi-cap lost $3.94B $1.26B $1.48B. $SPY $QQQ $SMH $SOXX $MAGS $DIA $IWM $TLT"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1919127264039493846) 2025-05-04 20:29:30 UTC XXX followers, XXX engagements "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"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945120196739653977) 2025-07-15 13:56:08 UTC XXX followers, XXX engagements "This Weeks US Market Winners and Losers π 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 π 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"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1943786761961746850) 2025-07-11 21:37:32 UTC XXX followers, 1096 engagements "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"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1942626455315226715) 2025-07-08 16:46:53 UTC XXX followers, XXX engagements "@HolySmokas $COIN $STX $MCHP $WDC $ORCL $RCL and $GEV π"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945944792354959752) 2025-07-17 20:32:47 UTC XXX followers, 1874 engagements "$IIPR - HIGH DIVIDENDS ARE OVER or A NIGHTMARE ACROSS THE ENTIRE CANNABIS MARKET π§π§βπ§β πΉ Shares of $IIPR - a REIT specializing in leasing facilities to licensed cannabis operators in the U.S. - have collapsed XX% from their 2021 highs. πΉ 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. πΉ 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 πΈ Back in March management"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1941181101122170976) 2025-07-04 17:03:34 UTC XXX followers, XXX engagements "@MMoney642 I know youve got $ZETA and I hope you manage to make money on it"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945222581054808087) 2025-07-15 20:42:58 UTC XXX followers, XXX engagements "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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1943766205367824876) 2025-07-11 20:15:51 UTC XXX followers, 2097 engagements "Daily PnL vs $SPY π: +0.07% vs +0.33%. Green Day β Daily beta XXXX π New positions: πΉ $ASML $RSP (Equal weight S&P 500) $CPRT π Increased positions: πΉ $AMZN $META $AAPL $ADBE and $TLT π Sold Positions: πΉ $PLTR $ORCL (Closed it since the position was small - up around 10%) π My current portfolio: πΉ $META $AMZN $GOOGL $ASML $AAPL $ADBE $AVGO $NFLX $JPM $RSP (Equal weight S&P 500) $PYPL $CPRT $DOCU and $TLT & $TMF πΉ $XRP $SOL $LTC $TON - XX% of the crypto portfolio each π Watchlist: πΉ $NVDA $MSFT $ORCL $ANET $HOOD $RBLX $APP $AMD and $PLTR #SoJustFollowMe #SoJustDailyPnL #PnLvsSPY"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945574828901343677) 2025-07-16 20:02:40 UTC XXX followers, XXX engagements "@thexcapitalist No Ill pass. I honestly had no idea investor success was measured by balls of steel π€― I always thought it was about intelligence π"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946216314046927002) 2025-07-18 14:31:42 UTC XXX followers, 2473 engagements "π $FSLY - IS THERE STILL HOPE π§Ύ Q125: STILL BLEEDING BUT LESS πΉ Rev: $145M (+8%) πΉ EPS: $XXXX πΉ FY25 guide: $585595M EPS $XXXX $XXXX Growth is stalling. Profit Nowhere. π’ 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. π» #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. π³ FREEMIUM SUCKING UP PAID USERS $NET pulls in every new client with freemium. $FSLY just doesnt convert. Looks like tech"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1938226342585127054) 2025-06-26 13:22:25 UTC XXX followers, XXX engagements "π¨ Lululemon Athletica Inc. π§π»βπ§π»β In August 2024 I played the second touch of $LULUs monthly XXX EMA. The first touch was in May 2017 - and after that the stock went on a 6-year run and almost +1000% There was no established pattern so it was a conscious risk - and I have to say it paid off: Entry was around $XXX and I sold in November around $XXX = +30% in four months. Pretty good result if you ask me (Though by January 2025 it reached $XXX - and for a while it didnt feel that way.) This time I didnt play that level - and now its clear that was the right decision. At the moment $LULU is"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1935359887698968639) 2025-06-18 15:32:09 UTC XXX followers, XXX engagements "After todays report $ASML shares are moving back into the range I wrote about some time ago. Ill watch how things unfold at the open - its very likely Ill start building a position today. #SoJustFollowMe #SoJustTechCharts #FollowTheTrends #StockCharts"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945434647522926870) 2025-07-16 10:45:39 UTC XXX followers, XXX engagements "@TacticzH Ive got $SPOT and $AMD. Cant say which ones better - the other might get offended π"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1943415097277452517) 2025-07-10 21:00:40 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 π"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946520359630487849) 2025-07-19 10:39:52 UTC XXX followers, X engagements "@shawn_goering Youre brave I try to stay away from playing the lottery in the market"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945605267611353127) 2025-07-16 22:03:38 UTC XXX followers, XX engagements "@HolySmokas Ive got a small position in $PLTR and for now Im not thinking about selling it"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1944921571812106682) 2025-07-15 00:46:52 UTC XXX followers, 3996 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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945186916418175373) 2025-07-15 18:21:15 UTC XXX followers, XXX engagements "Daily PnL vs $SPY π: -XXXX% vs -0.06%. Red Dayπ» Daily beta XXXX π π Increased positions: πΉ $AMZN $META $AVGO $NFLX $PLTR & $AMD π My current portfolio: πΉ $TLT & $TMF $AMZN $GOOGL $META $ADBE $AVGO $NFLX $SPOT $PLTR $AMD $SNPS $LLY $PYPL $DOCU and $SOL (100% of the crypto portfolio) π Watchlist: πΉ $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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1942676229510824431) 2025-07-08 20:04:40 UTC XXX followers, XXX engagements "This Weeks US Market Winners and Losers π A strong week for $NKE $FSLR $HPE $CCL $WYNN $NCLH $EL $RCL $SW $MRNA $MGM $ORCL $SNPS $F $LVS $FDX and $BLDR π A rough week for $CNC $MOH $EXE $PLTR $SPOT $WMB $ELV $COIN and $EQT #SoJustFollowMe #SoJustMarketMovers #WinnersAndLosers"  [@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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945227873062728017) 2025-07-15 21:04:00 UTC XXX followers, XXX engagements "Daily PnL vs $SPY π: +0.91% vs +0.19%. Green Day β Daily beta XXXX π New positions: πΉ $ORCL $JPM πΉ $SOL and $LTC - XX% of the crypto portfolio each. Both positions were added on Saturday π Increased positions: πΉ $AMZN $GOOGL $META π Sold Positions: πΉ $SPOT $LLY π My current portfolio: πΉ $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $PLTR $AMD $SNPS $PYPL $DOCU $ORCL $JPM $TLT & $TMF and $SOL & $LTC π Watchlist: πΉ $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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1944850040603701581) 2025-07-14 20:02:37 UTC XXX followers, XXX engagements "@TacticzH The portfolio is excellent but its strange to see $CHTR in it. Also Im coming across $CCCS for the first time - I dont know anything about it but judging by the 5-year price chart its been a very volatile story"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1943609401291522415) 2025-07-11 09:52:46 UTC XXX followers, XXX engagements "50% TARIFFS ON BRAZIL NO TRADE DEFICIT. NO CARDS. NO PLAN. MEANWHILE - A 50-DAY ULTIMATUM TO RUSSIA. NO DEALS WITH CHINA OR INDIA. DONT FORGET ABOUT BRICS DONALD. πΉ A few days ago the U.S. notified several trade partners that higher import tariffs will take effect starting August X. One of the countries on the list is Brazil - with a XX% tariff coming on goods imported from there. BUT BRAZIL ISNT CHINA πΉ Heres the twist: the U.S. usually runs a trade deficit with most of its partners and that gives Trump leverage - you profit way more from access to our market than we do from yours. That"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946016058600726884) 2025-07-18 01:15:58 UTC XXX followers, XXX engagements "$PDD is losing market share in China due to subsidies it doesnt benefit from. Its TEMU division is losing ground in the U.S. because of tariffs. Meanwhile EU leaders are openly saying they will FIGHT back against Chinese imports. At the same time $BABA is basically $AMZN $MSFT $EBAY $PYPL and $WMT - all in one stock π€― When buying Chinese equities never forget: these arent actual shares in the companies - youre buying Variable Interest Entities"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1943049126779686993) 2025-07-09 20:46:26 UTC XXX followers, XXX engagements "Daily PnL vs $SPY π: +0.01% vs -0.07%. Green Day β Daily beta - π New positions: πΉ $DASH $NVO π Increased positions: πΉ $NFLX $CPRT π My current portfolio: πΉ $META $AMZN $GOOGL $ASML $AAPL $ADBE $AVGO $NFLX $JPM $RSP $PYPL $CPRT $DASH $DOCU $NVO and $TLT & $TMF πΉ $XRP $SOL $LTC $TON - XX% of the crypto portfolio each π Watchlist: πΉ $NVDA $MSFT $ORCL $ANET $HOOD $RBLX $APP $AMD $PLTR and $LLY #SoJustFollowMe #SoJustDailyPnL #PnLvsSPY #SoJustPortfolioUpdate #TradingResults"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946299478262067446) 2025-07-18 20:02:10 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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1942681410189340970) 2025-07-08 20:25:16 UTC XXX followers, 1338 engagements "WHY I WOULDNT RULE OUT A RATE CUT IN JULY The market shifted expectations after the June jobs report - now most dismiss the idea of a July rate cut. But that view is based on headline numbers. The underlying details tell a different story. Private sector job growth is stalling: hiring has nearly frozen hours worked are falling and real incomes are shrinking. All clear signs of economic slowdown - and the Fed sees it too. Minutes from the last #FOMC meeting show that some participants were already open to a cut in June. Even the hawks are admitting that inflation risks now stem mostly from"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945081694123368695) 2025-07-15 11:23:08 UTC XXX followers, XXX engagements "Daily PnL vs $SPY π: -XXXX% vs -0.35%. Red Dayπ» Daily beta XXXX π π Increased positions: πΉ $AAPL $ADBE $AVGO π My current portfolio: πΉ $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $SPOT $PLTR $AMD $SNPS $LLY $PYPL $DOCU & $TLT & $TMF π Watchlist: πΉ $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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1943762997497016741) 2025-07-11 20:03:06 UTC XXX followers, XXX engagements "RECESSIONARY SIGNALS HIDING BEHIND STRONG HEADLINES πΉ 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%. πΉ 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 πΈ All the job growth came from government and healthcare - sectors that are largely cycle-neutral. πΈ The private sector added just +74K jobs - the lowest in X months. πΈ Some of that growth was purely statistical inflated by seasonal adjustments. LABOR"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1941505201719882197) 2025-07-05 14:31:26 UTC XXX followers, XXX engagements "Daily PnL vs $SPY π: +1.45% vs +0.59%. Green Day β Daily beta XXXX π π My current portfolio: πΉ $AMZN $GOOGL $META $ADBE $AVGO $NFLX $SPOT $PLTR $AMD $SNPS $LLY $PYPL $DOCU $TLT & $TMF and $SOL (100% of the crypto portfolio) π Watchlist: πΉ $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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1943037919033233419) 2025-07-09 20:01:54 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](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945927194200658091) 2025-07-17 19:22:51 UTC XXX followers, 4549 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 π"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946328190789587174) 2025-07-18 21:56:16 UTC XXX followers, XXX 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"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946366250512154678) 2025-07-19 00:27:30 UTC XXX followers, XX engagements "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"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1944853838546235531) 2025-07-14 20:17:43 UTC XXX followers, XXX engagements "@MMoney642 Im looking for a way to add $ASML and Im interested in $TOST"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1942656775334895800) 2025-07-08 18:47:22 UTC XXX followers, XXX engagements "SEARCH VS CHATBOTS - A REAL THREAT TO $GOOGL πΉ More and more companies are abandoning traditional SEO - optimization for #Google search. πΉ 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 πΉ A whole new market is emerging - startups that help optimize content specifically for AI so bots like it and use it in responses. πΈ Thats a direct hit to the core model thats powered $GOOGL for decades. WARNING SIGNS ARE ALREADY THERE πΉ Googles search share isnt dropping yet but ad"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1945885057132163233) 2025-07-17 16:35:25 UTC XXX followers, XXX engagements "MY TOP PICKS IN PHARMA πΉ The markets still on edge waiting for Trumps promised drug tariffs - a promise hes made twice now. πΉ 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. πΉ Im focusing on fundamentally strong names with mid-term catalysts. πΈ $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. πΈ $AXSM CNS-focused. Strong results from AXS-12 and AXS-05. High probability of"  [@SoJustFollowMe](/creator/x/SoJustFollowMe) on [X](/post/tweet/1946211371747549445) 2025-07-18 14:12:04 UTC XXX followers, XXX engagements
[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.]
Denistratos posts on X about googl, $googl, amzn, $amzn the most. They currently have XXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence stocks technology brands cryptocurrencies finance countries exchanges #1874 fashion brands automotive brands social networks luxury brands
Social topic influence googl #34, $googl #1328, amzn #468, $amzn #72, meta #3701, $amd #274, $meta #67, pltr #159, $pltr #153, asml #25
Top assets mentioned Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Metadium (META) Palantir (PLTR) Adobe, Inc. (ADBE) Netflix Inc (NFLX) Broadcom, Inc. (AVGO) Apple, Inc. (AAPL) PayPal Holdings Inc (PYPL) Oracle Corporation (ORCL) SPDR S&P XXX ETF Trust (SPY) NVIDIA Corp. (NVDA) Docusign Inc (DOCU) Spotify Technology (SPOT) Eli Lilly and Company (LLY) Microsoft Corp. (MSFT) Synopsys, Inc. (SNPS) Arista Networks Inc (ANET) Solana (SOL) JPMorgan Chase (JPM) Copart, Inc. (CPRT) Spacemesh (SMH) DIA (DIA) Litecoin (LTC) Autodesk Inc (ADSK) Mario Coin (COIN) XRP (XRP) Toncoin (TON) Robinhood Markets, Inc. (HOOD) Alibaba Group (BABA) Roblox, Corp. (RBLX) Halliburton Company (HAL) Molina Healthcare, Inc. (MOH) First Solar, Inc. (FSLR) Alien Base (ALB) Nebius Group N.V. Class A Ordinary Shares (NBIS) GE Vernova Inc. (GEV) Moderna Inc (MRNA) Royal Caribbean Cruises Ltd (RCL) Novo-Nordisk (NVO) Applovin Corporation (APP) Oscar Health, Inc. (OSCR) Elcoin (EL) Taiwan Semiconductor (TSM) Builders FirstSource, Inc. (BLDR) Warner Bros Discovery, Inc. (WBD) Cameco Corporation (CCJ) EQT, Corp. (EQT) Fortinet Inc (FTNT) AES, Corp. (AES) Elevance Health Inc (ELV) Centene Corp (CNC) Schlumberger NV (SLB) APA Corp (US) (APA)
Top posts by engagements in the last XX hours
"@CyclesFan $NFLX s weight in $SPY as of today is 1.002622%. gonna argue just to argue. Been watching you with interest for a few days now" @SoJustFollowMe on X 2025-07-17 20:22:13 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 πΉ Revenue: $108.7M (+26% YoY) πΉ Adj. EPS: -$0.16 (vs -$0.20 YoY) FY26 GUIDANCE πΉ Q1: $100M$109M πΉ FY26: $447.5M$484.5M (+19%) πΉ Adj. operating loss: -$65M to -$100M WHAT THEY DO πΈ Build AI apps for use cases like predictive maintenance supply chain optimization and drug discovery πΈ Flagship: PANDA for the" @SoJustFollowMe on X 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 on X 2025-07-09 12:32:23 UTC XXX followers, XXX engagements
"HIMS & HERS - ON WHICH SIDE OF THE LAW Subscription-based online healthcare service. No doctor visits: prescriptions treatment meds - all online. Q125: πΉ Revenue: $586M (+111% YoY) πΉ Adj. EPS: $XXXX (+67% YoY) 2025 GUIDANCE: πΉ Revenue: $2.3B$2.4B (+5663% YoY) πΉ EBITDA margin: 1314% (+100200 bps) PLATFORM AND GLP-1 GROWTH πΈ Subscribers grew XX% to 2.4M πΈ Over 1.4M use personalized solutions: GLP-1 hormones dermatology πΈ Main driver - GLP-1 drugs (incl. Semaglutide $NVOs #Wegovy/#Ozempic analog) $HIMS sold compounded versions of Semaglutide - unbranded copies made under original drug" @SoJustFollowMe on X 2025-07-14 13:54:39 UTC XXX followers, XXX engagements
"2/2 Sector funds broke 9-wk outflow streak - $502M into financials $433M into staples. Bond funds +$230M; muni & mortgage funds led w/ $1.57B & $961M in. MMFs -$2.87B after prior wks +$24.43B. $SPY $QQQ $SMH $SOXX $MAGS $DIA $IWM $TLT" @SoJustFollowMe on X 2025-05-04 20:30:27 UTC XXX followers, XXX engagements
"Daily PnL vs $SPY π: +1.16% vs -0.43%. Green Day β
Daily beta - π New positions: πΉ $XRP and $TON - XX% of the crypto portfolio each π Increased positions: πΉ $JPM π Sold Positions: πΉ $AMD $SNPS π My current portfolio: πΉ $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $JPM $PLTR $PYPL $DOCU $ORCL and $TLT & $TMF πΉ $XRP $SOL $LTC $TON - XX% of the crypto portfolio each π Watchlist: πΉ $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 on X 2025-07-15 20:08:08 UTC XXX followers, XXX engagements
"Daily PnL vs $SPY π: -XXXX% vs -0.79%. Red Dayπ» Daily beta XXXX π π Increased positions: πΉ $AMD π My current portfolio: πΉ $TLT & $TMF $AMZN $GOOGL $META $SNPS $ADBE $NFLX $SPOT $PLTR $AMD $AVGO $LLY $PYPL $DOCU and $SOL (100% of the crypto portfolio) π Watchlist: πΉ $NVDA $MSFT $AAPL $ASML $ORCL $ADSK $V $TMO $ANET $CPRT and $SPXL & $UPRO (3x $SPY) $TQQQ (3x $QQQ) $SOXL (3x $SMH / $SOX) $UDOW (3x $DIA) $FAS (3x $XLF) #SoJustFollowMe #SoJustDailyPnL #PnLvsSPY #SoJustPortfolioUpdate #TradingResults" @SoJustFollowMe on X 2025-07-07 20:02:24 UTC XXX followers, XXX engagements
"π¨ 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:β100%βHats off π§’π§’ Ill absolutely be buying $CPRT if it touches that level again - currently around $XX π― Whether that works for you or not - the decision is yours. And only yours. #SoJustFollowMe #SoJustTechCharts #SoJustMarketAnalytics #StockAnalysis #FollowTheTrends #StockCharts" @SoJustFollowMe on X 2025-07-03 16:00:29 UTC XXX followers, 2497 engagements
"If the pullback has indeed started just a reminder of the solid pattern on the $APP chart I wrote about earlier. As of today the daily SMA is around $XXX and the daily EMA is near $XXX. If the price drops to around $XXX theres a high chance Ill start buying. #SoJustFollowMe #SoJustTechCharts #FollowTheTrends #StockCharts" @SoJustFollowMe on X 2025-07-16 14:35:19 UTC XXX followers, XXX engagements
"@InvestChameleon @HolySmokas Thanks. Ive made money on $AMD twice since April - if I see a good entry Ill go for a third. Check my profile - I post all my trades daily: buys sells what Im holding and my daily P&L" @SoJustFollowMe on X 2025-07-16 19:40:44 UTC XXX followers, XXX engagements
"@TacticzH $GOOGL and $ASML - definitely yes If I were to pick something in China my choice would be $BABA. $PDD (same as $JD) - definitely no" @SoJustFollowMe on X 2025-07-09 20:38:03 UTC XXX followers, 2130 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 on X 2025-07-18 18:49:38 UTC XXX followers, 2011 engagements
"Daily PnL vs $SPY π: +1.00% vs +0.58%. Green Day β
Daily beta XXXX π π My current portfolio: πΉ $META $AMZN $GOOGL $ASML $AAPL $ADBE $AVGO $NFLX $JPM $RSP $PYPL $CPRT $DOCU and $TLT & $TMF πΉ $XRP $SOL $LTC $TON - XX% of the crypto portfolio each π Watchlist: πΉ $NVDA $MSFT $ORCL $ANET $HOOD $RBLX $APP $AMD $PLTR and $LLY #SoJustFollowMe #SoJustDailyPnL #PnLvsSPY #SoJustPortfolioUpdate #TradingResults" @SoJustFollowMe on X 2025-07-17 20:02:10 UTC XXX followers, XXX engagements
"@HolySmokas $AMD $GOOGL $AMZN $PLTR $EL $META $ADBE $PYPL" @SoJustFollowMe on X 2025-07-14 10:07:57 UTC XXX followers, XXX engagements
"$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 on X 2025-07-15 09:58:34 UTC XXX followers, XX engagements
"This Weeks US Market Winners and Losers π 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 π 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 on X 2025-07-18 20:16:16 UTC XXX followers, XXX engagements
"This Weeks US Market Winners and Losers π π 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 π 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 on X 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 biteππ» π Sold Positions: πΉ $AMD $SNPS π My current portfolio: πΉ $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $PLTR $PYPL $DOCU $ORCL $JPM and $TLT & $TMF π Watchlist: πΉ $NVDA $MSFT $ASML $ANET $HOOD $RBLX and $JBL #SoJustFollowMe #SoJustBiteByBite #SoJustStepByStep #TradingResults" @SoJustFollowMe on X 2025-07-15 14:37:55 UTC XXX followers, XXX engagements
"Today I took another biteππ» π Sold Positions: πΉ $PLTR Looks like a pullback is starting β
π My current portfolio: πΉ $META $AMZN $GOOGL $ASML $AAPL $ADBE $AVGO $NFLX $JPM $PYPL $DOCU $ORCL and $TLT & $TMF πΉ $XRP $SOL $LTC $TON - XX% of the crypto portfolio each π Watchlist: πΉ $NVDA $MSFT $ANET $HOOD $RBLX $CPRT $AMD $PLTR and $RSP #SoJustFollowMe #SoJustBiteByBite #SoJustStepByStep #TradingResults" @SoJustFollowMe on X 2025-07-16 14:09:44 UTC XXX followers, XXX engagements
"Daily PnL vs $SPY π: +0.06% vs +0.28%. Green Day β
Daily beta XXXX π New positions: πΉ $AAPL π Increased positions: πΉ $TLT π Sold Positions: πΉ $SOL π My current portfolio: πΉ $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $SPOT $PLTR $AMD $SNPS $LLY $PYPL $DOCU & $TLT & $TMF π Watchlist: πΉ $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 on X 2025-07-10 20:03:01 UTC XXX followers, XXX engagements
"@TacticzH The X% positions are all mining companies. My favorite is $RMS with $MC LVMH and $ASML tied for second place" @SoJustFollowMe on X 2025-07-08 20:29:22 UTC XXX followers, XXX engagements
"π¨ DECKERS OUTDOOR has a curious pattern around its weekly XXX SMA: πΉ After touching it in March 2020 the stock rallied β475% β by September 2021 πΉ 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 π π A move into the $95100 range could offer a stellar risk/reward setup. π€ 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 π #SoJustFollowMe #SoJustTechCharts #SoJustMarketAnalytics #StockAnalysis #FollowTheTrends" @SoJustFollowMe on X 2025-06-19 12:36:03 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 on X 2025-07-17 22:54:46 UTC XXX followers, XXX engagements
"@joecarlsonshow $GOOGL is my largest position alongside $AMZN and $META. And its not about hope - its a rational choice" @SoJustFollowMe on X 2025-07-15 17:43:35 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 on X 2025-07-14 15:16:01 UTC XXX followers, XXX engagements
"@TacticzH In the past two weeks I bought $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $SPOT $PLTR $AMD $SNPS $LLY and $TLT The only sale was yesterday - $SOL" @SoJustFollowMe on X 2025-07-11 09:54:27 UTC XXX followers, XXX engagements
"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" @SoJustFollowMe on X 2025-07-16 20:19:32 UTC XXX followers, 2381 engagements
"1/2 US equity funds saw $15.56B in outflows last week (3rd in a row) - largest since Dec 2024 (LSEG). Biggest pull: $14.06B from large-cap. Small/mid/multi-cap lost $3.94B $1.26B $1.48B. $SPY $QQQ $SMH $SOXX $MAGS $DIA $IWM $TLT" @SoJustFollowMe on X 2025-05-04 20:29:30 UTC XXX followers, XXX engagements
"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" @SoJustFollowMe on X 2025-07-15 13:56:08 UTC XXX followers, XXX engagements
"This Weeks US Market Winners and Losers π 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 π 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" @SoJustFollowMe on X 2025-07-11 21:37:32 UTC XXX followers, 1096 engagements
"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" @SoJustFollowMe on X 2025-07-08 16:46:53 UTC XXX followers, XXX engagements
"@HolySmokas $COIN $STX $MCHP $WDC $ORCL $RCL and $GEV π" @SoJustFollowMe on X 2025-07-17 20:32:47 UTC XXX followers, 1874 engagements
"$IIPR - HIGH DIVIDENDS ARE OVER or A NIGHTMARE ACROSS THE ENTIRE CANNABIS MARKET π§π§βπ§β πΉ Shares of $IIPR - a REIT specializing in leasing facilities to licensed cannabis operators in the U.S. - have collapsed XX% from their 2021 highs. πΉ 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. πΉ 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 πΈ Back in March management" @SoJustFollowMe on X 2025-07-04 17:03:34 UTC XXX followers, XXX engagements
"@MMoney642 I know youve got $ZETA and I hope you manage to make money on it" @SoJustFollowMe on X 2025-07-15 20:42:58 UTC XXX followers, XXX engagements
"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 on X 2025-07-11 20:15:51 UTC XXX followers, 2097 engagements
"Daily PnL vs $SPY π: +0.07% vs +0.33%. Green Day β
Daily beta XXXX π New positions: πΉ $ASML $RSP (Equal weight S&P 500) $CPRT π Increased positions: πΉ $AMZN $META $AAPL $ADBE and $TLT π Sold Positions: πΉ $PLTR $ORCL (Closed it since the position was small - up around 10%) π My current portfolio: πΉ $META $AMZN $GOOGL $ASML $AAPL $ADBE $AVGO $NFLX $JPM $RSP (Equal weight S&P 500) $PYPL $CPRT $DOCU and $TLT & $TMF πΉ $XRP $SOL $LTC $TON - XX% of the crypto portfolio each π Watchlist: πΉ $NVDA $MSFT $ORCL $ANET $HOOD $RBLX $APP $AMD and $PLTR #SoJustFollowMe #SoJustDailyPnL #PnLvsSPY" @SoJustFollowMe on X 2025-07-16 20:02:40 UTC XXX followers, XXX engagements
"@thexcapitalist No Ill pass. I honestly had no idea investor success was measured by balls of steel π€― I always thought it was about intelligence π" @SoJustFollowMe on X 2025-07-18 14:31:42 UTC XXX followers, 2473 engagements
"π $FSLY - IS THERE STILL HOPE π§Ύ Q125: STILL BLEEDING BUT LESS πΉ Rev: $145M (+8%) πΉ EPS: $XXXX πΉ FY25 guide: $585595M EPS $XXXX $XXXX Growth is stalling. Profit Nowhere. π’ 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. π» #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. π³ FREEMIUM SUCKING UP PAID USERS $NET pulls in every new client with freemium. $FSLY just doesnt convert. Looks like tech" @SoJustFollowMe on X 2025-06-26 13:22:25 UTC XXX followers, XXX engagements
"π¨ Lululemon Athletica Inc. π§π»βπ§π»β In August 2024 I played the second touch of $LULUs monthly XXX EMA. The first touch was in May 2017 - and after that the stock went on a 6-year run and almost +1000% There was no established pattern so it was a conscious risk - and I have to say it paid off: Entry was around $XXX and I sold in November around $XXX = +30% in four months. Pretty good result if you ask me (Though by January 2025 it reached $XXX - and for a while it didnt feel that way.) This time I didnt play that level - and now its clear that was the right decision. At the moment $LULU is" @SoJustFollowMe on X 2025-06-18 15:32:09 UTC XXX followers, XXX engagements
"After todays report $ASML shares are moving back into the range I wrote about some time ago. Ill watch how things unfold at the open - its very likely Ill start building a position today. #SoJustFollowMe #SoJustTechCharts #FollowTheTrends #StockCharts" @SoJustFollowMe on X 2025-07-16 10:45:39 UTC XXX followers, XXX engagements
"@TacticzH Ive got $SPOT and $AMD. Cant say which ones better - the other might get offended π" @SoJustFollowMe on X 2025-07-10 21:00:40 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 π" @SoJustFollowMe on X 2025-07-19 10:39:52 UTC XXX followers, X engagements
"@shawn_goering Youre brave I try to stay away from playing the lottery in the market" @SoJustFollowMe on X 2025-07-16 22:03:38 UTC XXX followers, XX engagements
"@HolySmokas Ive got a small position in $PLTR and for now Im not thinking about selling it" @SoJustFollowMe on X 2025-07-15 00:46:52 UTC XXX followers, 3996 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 on X 2025-07-15 18:21:15 UTC XXX followers, XXX engagements
"Daily PnL vs $SPY π: -XXXX% vs -0.06%. Red Dayπ» Daily beta XXXX π π Increased positions: πΉ $AMZN $META $AVGO $NFLX $PLTR & $AMD π My current portfolio: πΉ $TLT & $TMF $AMZN $GOOGL $META $ADBE $AVGO $NFLX $SPOT $PLTR $AMD $SNPS $LLY $PYPL $DOCU and $SOL (100% of the crypto portfolio) π Watchlist: πΉ $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 on X 2025-07-08 20:04:40 UTC XXX followers, XXX engagements
"This Weeks US Market Winners and Losers π A strong week for $NKE $FSLR $HPE $CCL $WYNN $NCLH $EL $RCL $SW $MRNA $MGM $ORCL $SNPS $F $LVS $FDX and $BLDR π A rough week for $CNC $MOH $EXE $PLTR $SPOT $WMB $ELV $COIN and $EQT #SoJustFollowMe #SoJustMarketMovers #WinnersAndLosers" @SoJustFollowMe on X 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 on X 2025-07-15 21:04:00 UTC XXX followers, XXX engagements
"Daily PnL vs $SPY π: +0.91% vs +0.19%. Green Day β
Daily beta XXXX π New positions: πΉ $ORCL $JPM πΉ $SOL and $LTC - XX% of the crypto portfolio each. Both positions were added on Saturday π Increased positions: πΉ $AMZN $GOOGL $META π Sold Positions: πΉ $SPOT $LLY π My current portfolio: πΉ $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $PLTR $AMD $SNPS $PYPL $DOCU $ORCL $JPM $TLT & $TMF and $SOL & $LTC π Watchlist: πΉ $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 on X 2025-07-14 20:02:37 UTC XXX followers, XXX engagements
"@TacticzH The portfolio is excellent but its strange to see $CHTR in it. Also Im coming across $CCCS for the first time - I dont know anything about it but judging by the 5-year price chart its been a very volatile story" @SoJustFollowMe on X 2025-07-11 09:52:46 UTC XXX followers, XXX engagements
"50% TARIFFS ON BRAZIL NO TRADE DEFICIT. NO CARDS. NO PLAN. MEANWHILE - A 50-DAY ULTIMATUM TO RUSSIA. NO DEALS WITH CHINA OR INDIA. DONT FORGET ABOUT BRICS DONALD. πΉ A few days ago the U.S. notified several trade partners that higher import tariffs will take effect starting August X. One of the countries on the list is Brazil - with a XX% tariff coming on goods imported from there. BUT BRAZIL ISNT CHINA πΉ Heres the twist: the U.S. usually runs a trade deficit with most of its partners and that gives Trump leverage - you profit way more from access to our market than we do from yours. That" @SoJustFollowMe on X 2025-07-18 01:15:58 UTC XXX followers, XXX engagements
"$PDD is losing market share in China due to subsidies it doesnt benefit from. Its TEMU division is losing ground in the U.S. because of tariffs. Meanwhile EU leaders are openly saying they will FIGHT back against Chinese imports. At the same time $BABA is basically $AMZN $MSFT $EBAY $PYPL and $WMT - all in one stock π€― When buying Chinese equities never forget: these arent actual shares in the companies - youre buying Variable Interest Entities" @SoJustFollowMe on X 2025-07-09 20:46:26 UTC XXX followers, XXX engagements
"Daily PnL vs $SPY π: +0.01% vs -0.07%. Green Day β
Daily beta - π New positions: πΉ $DASH $NVO π Increased positions: πΉ $NFLX $CPRT π My current portfolio: πΉ $META $AMZN $GOOGL $ASML $AAPL $ADBE $AVGO $NFLX $JPM $RSP $PYPL $CPRT $DASH $DOCU $NVO and $TLT & $TMF πΉ $XRP $SOL $LTC $TON - XX% of the crypto portfolio each π Watchlist: πΉ $NVDA $MSFT $ORCL $ANET $HOOD $RBLX $APP $AMD $PLTR and $LLY #SoJustFollowMe #SoJustDailyPnL #PnLvsSPY #SoJustPortfolioUpdate #TradingResults" @SoJustFollowMe on X 2025-07-18 20:02:10 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 on X 2025-07-08 20:25:16 UTC XXX followers, 1338 engagements
"WHY I WOULDNT RULE OUT A RATE CUT IN JULY The market shifted expectations after the June jobs report - now most dismiss the idea of a July rate cut. But that view is based on headline numbers. The underlying details tell a different story. Private sector job growth is stalling: hiring has nearly frozen hours worked are falling and real incomes are shrinking. All clear signs of economic slowdown - and the Fed sees it too. Minutes from the last #FOMC meeting show that some participants were already open to a cut in June. Even the hawks are admitting that inflation risks now stem mostly from" @SoJustFollowMe on X 2025-07-15 11:23:08 UTC XXX followers, XXX engagements
"Daily PnL vs $SPY π: -XXXX% vs -0.35%. Red Dayπ» Daily beta XXXX π π Increased positions: πΉ $AAPL $ADBE $AVGO π My current portfolio: πΉ $AMZN $GOOGL $META $AAPL $ADBE $AVGO $NFLX $SPOT $PLTR $AMD $SNPS $LLY $PYPL $DOCU & $TLT & $TMF π Watchlist: πΉ $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 on X 2025-07-11 20:03:06 UTC XXX followers, XXX engagements
"RECESSIONARY SIGNALS HIDING BEHIND STRONG HEADLINES πΉ 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%. πΉ 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 πΈ All the job growth came from government and healthcare - sectors that are largely cycle-neutral. πΈ The private sector added just +74K jobs - the lowest in X months. πΈ Some of that growth was purely statistical inflated by seasonal adjustments. LABOR" @SoJustFollowMe on X 2025-07-05 14:31:26 UTC XXX followers, XXX engagements
"Daily PnL vs $SPY π: +1.45% vs +0.59%. Green Day β
Daily beta XXXX π π My current portfolio: πΉ $AMZN $GOOGL $META $ADBE $AVGO $NFLX $SPOT $PLTR $AMD $SNPS $LLY $PYPL $DOCU $TLT & $TMF and $SOL (100% of the crypto portfolio) π Watchlist: πΉ $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 on X 2025-07-09 20:01:54 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 on X 2025-07-17 19:22:51 UTC XXX followers, 4549 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 π" @SoJustFollowMe on X 2025-07-18 21:56:16 UTC XXX followers, XXX 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" @SoJustFollowMe on X 2025-07-19 00:27:30 UTC XXX followers, XX engagements
"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" @SoJustFollowMe on X 2025-07-14 20:17:43 UTC XXX followers, XXX engagements
"@MMoney642 Im looking for a way to add $ASML and Im interested in $TOST" @SoJustFollowMe on X 2025-07-08 18:47:22 UTC XXX followers, XXX engagements
"SEARCH VS CHATBOTS - A REAL THREAT TO $GOOGL πΉ More and more companies are abandoning traditional SEO - optimization for #Google search. πΉ 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 πΉ A whole new market is emerging - startups that help optimize content specifically for AI so bots like it and use it in responses. πΈ Thats a direct hit to the core model thats powered $GOOGL for decades. WARNING SIGNS ARE ALREADY THERE πΉ Googles search share isnt dropping yet but ad" @SoJustFollowMe on X 2025-07-17 16:35:25 UTC XXX followers, XXX engagements
"MY TOP PICKS IN PHARMA πΉ The markets still on edge waiting for Trumps promised drug tariffs - a promise hes made twice now. πΉ 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. πΉ Im focusing on fundamentally strong names with mid-term catalysts. πΈ $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. πΈ $AXSM CNS-focused. Strong results from AXS-12 and AXS-05. High probability of" @SoJustFollowMe on X 2025-07-18 14:12:04 UTC XXX followers, XXX engagements
/creator/x::SoJustFollowMe