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![TheStrategy_Guy Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1927512176970829824.png) Ryan [@TheStrategy_Guy](/creator/twitter/TheStrategy_Guy) on x XXX followers
Created: 2025-07-17 13:12:11 UTC

Plan to cut XX stocks down towards 15, goal is to cut noise and focus capital:

🚪 Selling;
$ONTO:  cycle peaking, prefer others 
$NKE: Weak margins, under 200-day MA
$ACHR: Pre-revenue, too speculative
$STZ: No growth, flat YTD
$IAU: Switching to $SLV for 2x upside potential
$SOL: Minor crypto, sticking with $ETH/$XRP
$QCOM: Smartphone sales down X% YoY, lower highs
$TMDX: Momentum gone, P/E > 100x
$SMCI: Trimming XX% after XXX% run, still bullish

🟢 Rotating into high-conviction plays:
$SLV: Silver’s industrial demand > gold
$BABA: P/E 10x, China stimulus catalyst
$UNH: Defensive, XX% EPS growth expected
$OSCR: Healthcare growth, XX% YTD momentum
$AMSL: Watching for dip below $XXX

No plan for $HOOD, I expect it gets higher on the S&P then quickly pulls back...thoughts?


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945833911667351649/c:line.svg)

**Related Topics**
[sol](/topic/sol)
[stz](/topic/stz)
[nke](/topic/nke)
[momentum](/topic/momentum)
[smartphone](/topic/smartphone)
[$xrp](/topic/$xrp)
[$eth](/topic/$eth)
[$sol](/topic/$sol)

[Post Link](https://x.com/TheStrategy_Guy/status/1945833911667351649)