[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.]  RyshabTalks [@RyshabTalks](/creator/twitter/RyshabTalks) on x XXX followers Created: 2025-07-18 18:51:23 UTC Portfolio Update as of July 18, 2025 🟢 YTD Returns: +49% 🟢 $SPY +7% 🟢 $QQQ +10% 🟢 $IWM +1% $HIMS XX% $SEZL XX% $RDDT X% $DCTH X% $TARS X% $CRDO X% $NVDA X% $CRMD X% $ALAB X% $UPST X% $ETON X% Cash X% Portfolio is currently XX% long and has XX positions. Changes this week: Sold: $TGTX Due to methodology changes, this business has the lowest score of the XX businesses I owned. Also, my valuation model shows this is not very cheap. And add to that, they don't plan to push for profitability anytime soon, I decided to exit TG Therapeutics. Portfolio Summary: Portfolio chugging along quite nicely. I like everything I own. So most likely will get into earnings with all these businesses. I never take this success lightly. Opening up a +42% gap with S&P XXX is a luxury. But I also know we are in all time high territory. Any descent pullback and my portfolio will drop 20-30% in a heartbeat. So just trying to stay on even keel. Please note, I am not reporting any of this options stuff that's going on. Very experimental for now. Let me know if you want to see it, and I will include it in the weekly updates. Week's top performers: $TARS $ALAB And the most painful ones: None 😀 XX degrees here in nyc, time to hit central park. Hence, the early update.Have a wonderful weekend everyone. Cheers! XXXXX engagements  **Related Topics** [crmd](/topic/crmd) [nvda](/topic/nvda) [tars](/topic/tars) [hims](/topic/hims) [qqq](/topic/qqq) [spy](/topic/spy) [positions](/topic/positions) [$eton](/topic/$eton) [Post Link](https://x.com/RyshabTalks/status/1946281661865304205)
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RyshabTalks @RyshabTalks on x XXX followers
Created: 2025-07-18 18:51:23 UTC
Portfolio Update as of July 18, 2025
🟢 YTD Returns: +49% 🟢 $SPY +7% 🟢 $QQQ +10% 🟢 $IWM +1%
$HIMS XX%
$SEZL XX%
$RDDT X%
$DCTH X%
$TARS X%
$CRDO X%
$NVDA X%
$CRMD X%
$ALAB X%
$UPST X%
$ETON X%
Cash X%
Portfolio is currently XX% long and has XX positions.
Changes this week:
Sold: $TGTX Due to methodology changes, this business has the lowest score of the XX businesses I owned. Also, my valuation model shows this is not very cheap. And add to that, they don't plan to push for profitability anytime soon, I decided to exit TG Therapeutics.
Portfolio Summary: Portfolio chugging along quite nicely. I like everything I own. So most likely will get into earnings with all these businesses. I never take this success lightly. Opening up a +42% gap with S&P XXX is a luxury. But I also know we are in all time high territory. Any descent pullback and my portfolio will drop 20-30% in a heartbeat. So just trying to stay on even keel.
Please note, I am not reporting any of this options stuff that's going on. Very experimental for now. Let me know if you want to see it, and I will include it in the weekly updates.
Week's top performers: $TARS $ALAB And the most painful ones: None 😀
XX degrees here in nyc, time to hit central park. Hence, the early update.Have a wonderful weekend everyone. Cheers!
XXXXX engagements
