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![TacticzH Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1488239011378388997.png) TacticzHazel - Value Investing [@TacticzH](/creator/twitter/TacticzH) on x 12.8K followers
Created: 2025-07-12 12:51:42 UTC

These XX companies are not a buy right now:

- $ASTS
- $HIMS
- $HOOD
- $RKLB
- $PLTR
- $TSLA
- $SOFI
- $CRWD
- $SPOT
- $DUOL

All of these companies have had incredible runups, but valuations are stretched and a lot of future potential is more than priced in. 

Will they go up even more? Very likely. They have had incredible momentum on their side and markets are still not showing signs of weakness. 

I simply do NOT like the risk/reward these companies currently provide. And investing for me, is also limiting my downside and not chasing the hype. 

Don't get me wrong, some of these companies are great. But, buying into them now feels like a whole lot of copium and FOMO. 

Am I saying you should sell these companies, if you are currently invested in them? No, you do you.

But, most of these can drop 50-70% and they will still not be undervalued. And it WILL happen for some of these companies. Just be mentally prepared for that to happen.

For me, this is not a time to buy into companies that already had their runup, this is a time to hold or maybe even take some profits along the way. 

So have I been sitting idle? No.

I've been buying into these X companies lately: 
- $BABA
- $DLO
- $OSCR 

Some other companies that I own and I think have a great risk/reward:
- $NVO
- $ASML
- $GOOGL
-  $LVMH 
-  $EVO 

Do you agree with me?


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944016818231746610/c:line.svg)

**Related Topics**
[pltr](/topic/pltr)
[rklb](/topic/rklb)
[hood](/topic/hood)
[hims](/topic/hims)
[momentum](/topic/momentum)
[$crwd](/topic/$crwd)
[$sofi](/topic/$sofi)
[$tsla](/topic/$tsla)

[Post Link](https://x.com/TacticzH/status/1944016818231746610)