Retail investor. I study the market and share what actually matters — stocks, wealth, mindset
Joined June 2012
- Tweets4.1K
- Following51
- Followers197
- Likes34.1K
Pinned Tweet
New direction for this account.
Daily posts on stocks, wealth-building, and the psychology of money. I'll cut through the noise and share what actually matters — no hype, no noise, just signal.
Follow along if you're building real wealth.
laserfocused retweeted
Someone just loaded $18 MILLION+ of $SKHY calls IN JUST 3 minutes 🚨
$6.5M of it in one floor block
Open interest on the 130 strike was only 483…
laserfocused retweeted
In my robinhood account for my children I take some big shots and sometimes it pays, sometimes it doesn't. I have $PENG at $58 and $60 in there from @DMarbz call in the chatroom yesterday.
This chart looks phenomenal.
Don't mess around with this crap unless you are trading the leaders properly though.
Trade the good stocks right and earn some performance boosters.
Too many do it the other way around.
laserfocused retweeted
$NBIS crazy consolidation
Coiling tight is a 15 point range and holding the trendline for now. 250 break is 30 points higher to 280. 230 break is 30 points lower to 200. Measured Moves!
Break either way pays as options will go bonkers here.
Which way are you betting? 🥁
laserfocused retweeted
Vistra $VST - AI data centers need massive amounts of reliable power, putting $VST directly in the AI power buildout
Meta deal + $4.2B government financing + Peter Thiel exposure
Technically, 10-month Stage 1 base + massive volume reclaim of 200-day SMA
Kicking off stage 2
Elon says 15GW of AI compute produced in 2027 may not be able to come online that same year.
The constraint isn’t just power generation.
Transformers, switchgear, grid interconnections, wiring and cooling all need to scale.
Companies positioned across that buildout:
Generation: $GEV $BE $VST $CEG
Electrical/Grid: $ETN $POWL $HUBB $FPS
Build: $PWR $FIX $EME
Cooling/Power: $VRT $NVT $MOD
AI infrastructure is expanding beyond chips into the physical infrastructure required to power them.
laserfocused retweeted
$AMZN momentum phase kicked in. This is going to be the next big win after $MSFT $META
Buy the dip and relax. Let the money work for you over time.
$AMZN
Next one setting up for a potential breakout as it grinds through this consolidation phase. Price has tightened, sellers are getting exhausted, and the base is starting to look constructive.
laserfocused retweeted
Want to find the next Market Leaders?
I’ve studied hundreds of the biggest stock market winners from the past 30-40 years
Different themes. Different decades. One common factor keeps showing up:
Earnings Per Share (EPS) EXPLOSION
Here are 10 AI/Semi names stand out today🧵
laserfocused retweeted
$ALAB ready to go?! Ate up the lack-of-S&P-inclusion news for lunch Friday. Have to love the tight consolidation at the top end of the stage 1 base. Group leading, semi's with healthy rest today. Think this one is getting ready to push out from here 🚀
laserfocused retweeted
One of the craziest EPS inflections in Semi right now.
$SITM - Precision timing chips for AI data centers + networking.
Massive multi-month base and breaking out of the downtrend, EPS expected to grow from $0.53 LTM to $11.14 in 2026E and $20.06 by 2028E.
Nearly 40x EPS in 3 years.
laserfocused retweeted
October 13th - some of the biggest Semi Equipment & Testing names will be under one roof at SEMICON West.
11 Semiconductor management teams will meet directly with institutional investors & analysts at the CEO Investor Summit.
Testing. Inspection. Packaging. Wafer equipment.
Here are 7 names you need on your radar: 🧵
laserfocused retweeted
Corning $GLW helps move data across massive AI GPU clusters using fiber + high-density optical connectivity.
Optical sales $2.07B, +32% YoY. EPS expected to 3X+ by 2028.
Backed by major AI infrastructure deals with NVIDIA, Meta + Amazon.
Optics look ready for a comeback.
Time in the market beats timing the market — but nobody tells you how boring compounding actually feels. Ten quiet years will do more for you than ten perfect trades. Most people just quit before the curve bends. #Investing #WealthBuilding
Futures slightly red this morning as oil rallies on U.S.-Iran tensions. Warsh's Fed just hiked to 4% and equities keep shrugging — that's the tell. Watching how $SPX holds 7,700 into the open. #premarket Not financial advice
Once a year I reread my investing journal. The embarrassing pattern: my best returns came from decisions I barely agonized over. My worst came from weeks of research. Diminishing returns apply to analysis too — after the basics, time beats tinkering. #Investing