26 | Data engineer 🇺🇸 | Journaling a ~$25k portfolio as I build it Top Holdings - $GOOG, $AMZN, $AVGO, $UBER

USA
Joined August 2024
Who I am and what you get here. I trade a real ~$25K portfolio in public. Every buy, every sell, receipts included. Biggest holdings right now: • $AMZN, $GOOG , $AVGO, $UBER Best-timed exits so far: • $OUST: in at $33, all out at $43.21. +$946 booked • $CRDO: all out at $211.79. +$812 booked • Same Friday: +$1,758 locked in, one day before the Nasdaq rolled over Losses get posted too. $CRWV cut at -22%, no hiding. Daily: premarket, midday, close. Follow the journey. Let's connect if you're into Finance X ❤️
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POV: 78% of no recession.
BREAKING: 22% chance of a recession next year
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Good morning, legends. No charts, no red numbers, no checking futures today. Go touch grass, the portfolio will still be there Monday. What are you doing with a market-free Saturday?
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Buy high, sell low. The only strategy that works every single time.
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Weekly Portfolio.☕️ Best trade: 10 more $AVGO at $325.27. Average down from $374.61 to $358.16. Worst trade: 100 $ASTS at $51.22, sitting at 20% loss Lesson: a 52-week low is a door, not a floor. Falling knives have no handle. How did your portfolio perform this week?
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Every weekend Same Story. Do markets even care about the war now?
JUST IN: Trump says the US may launch another operation against Iran
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$CRDO just fell off a cliff. Down 9.5% today. Almost 20% gone in two days. Down 52% from its highs. MaxLinear came for the cable market Credo owns 93 to 99% of. Credo's own CEO and CTO sold about $7.7M of stock this week. I sold all of mine at $211.79 last month, It is down 30% from my exit. Buying opportunity, or a falling knife?
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Two months ago, I was nobody on this app. Posting into the void. Zero likes. Zero replies. Half my notifications were me, replying to myself. I posted every day anyway. Premarket, midday, close. A real portfolio, in public. Today, payout day, it finally happened. My first X payout. $0.00. Not eligible yet. Still waiting. Still posting. Who else collected a clean $0.00 today?
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The Terminator was supposed to be fiction.
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When someone asks me how’s your portfolio doing 💀
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Do not open your portfolio today. I repeat, do NOT open it.
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Trump is playing with the markets again. "Not negotiating" with Iran, but the conflict ends "fairly soon." Which headline should we trust?
BREAKING: 🇺🇸🇮🇷 President Trump says the US is "not negotiating" with Iran but insists the conflict will be resolved "fairly soon."
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Extreme fear did not last long. Fear & Greed is back to 28, but Nasdaq futures are still down 1.60% premarket. Is sentiment recovering, or is this just a trap before the open?
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Let me get this straight… $NOK just posted: • Revenue €5.15B, beat the €5.05B expected • Operating profit €605M, up 35%, crushed the €453M expected • AI & cloud order intake €1.5B, up 118% And the stock is down 5.5% premarket? I bought 200 shares at $8.97 two days before this print. As a shareholder, I like what I'm seeing from the business. Am I missing something?
Bought 200 $NOK at $8.97, right before earnings. Had an itch about this one. Let's see how it goes.
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With in 2 days 500 —> 600 followers reached THANK YOU 𝕏 FAM ❤️
500 of you now. 🎉 I started posting my trades in public because journaling in private wasn't keeping me honest. 500 people watching definitely does. Genuinely grateful for every reply, every debate, every time you called out a bad take. I'm sharper because of you. I'll keep posting the honest version, green days and red ones. Thanks for holding me to it.
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Meta shares rise 3% even after missing EPS. $META printed $3.83 vs $6.50 expected. Looks like a disaster. The miss is a $9.9B legal charge, not the business.
🤖 Made with AI
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Its time for $META & $TSLA
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Sometimes it's not what you post, but who's posting it. Even with the exact same words, the results can be completely different. @grok why does the exact same post get 10x more reach from a bigger account?
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$OKLO dipped to a fresh 52 week low yesterday at $26.36 and buyers stepped in and closed it green at about $27. First reversal attempt after a full year of lower highs and lower lows. One green day does not make a bottom in a chart like this, but it is the first interesting candle in weeks. Watching if $26 holds now but we'll see.
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