Jensen eloquently explains the stages of AI

Nvidia $NVDA CEO Jensen Huang was just asked by DDN about

Deepseek and why people thought it could be a bad thing pic.twitter.com/sb8sVfyeQz

— Evan (@StockMKTNewz) February 21, 2025

A great explaination

Park some funds into $HIMS

$HIMS is following a growth flywheel most people don’t see.

It’s becoming the Amazon of healthcare.

Amazon started in books, dominated it and then leveraged that power to expand into neighboring markets.$HIMS is following the same playbook.

It started with hair loss and… pic.twitter.com/RZH5fK3KTV

— Oguz O. | 𝕏 Capitalist 💸 (@thexcapitalist) February 15, 2025

Amazing analysis on the $AMZN of health

Lovely list of Stocks: Great compilation

My top 10 growth stock picks for the next decade: 🧵

1. $HOOD

- Forward P/E: 44
- Operating Margin: 54%
- 5 Year Revenue CAGR: 57%

Preferred brokerage among younger generations with growing asset management and credit card business.

Diverse services allows it to lock-in… pic.twitter.com/9lYWMNtFVS

— Oguz O. | 𝕏 Capitalist 💸 (@thexcapitalist) February 14, 2025

1. $HOOD - Forward P/E: 44 - Operating Margin: 54% - 5 Year Revenue CAGR: 57% 2. $HIMS - Forward P/E: 114 - Operating Margin: 6% - 5 Year Revenue CAGR: 76% 3. $SOFI - Forward P/E: 62 - Net Interest Margin: 5.8% - 5 Year Revenue CAGR: 47% 4. $NU - Forward P/E: 28 - Net Interest Margin: 9% - 5 Year Revenue CAGR: 80% ...and more..

How to play the Stock Market? The short version

For all long term plays: Revenue Matters Mid term plays: Revenue + Margin Short to Mid term plays: Revenue + Margins + FCF Short term : All matter, but mainly Volume.. Volume.. Volume and Bull Bear Ratios ++ Revenue + Margins + FCF + Sentiment + Shiny objects + CPI + …. + /Gut

 

Stock performance evolves over time! 📈 In the short term, the multiple matters most, but over the long haul, revenue growth and margins take the lead. For long-term investors, focus on the business fundamentals for solid returns! 🚀 pic.twitter.com/tD27wv9bgP

— The Future Investors (@ftr_investors) February 15, 2025

What NOT to keep in your IRA, Leveraged Securities, please read more..

 Investing in TSLL and AMDL (assuming AMDL refers to a specific investment or stock, but it's not clearly defined in the context) involves different considerations for long-term IRA investments.

TSLL (Direxion Daily TSLA Bull 1.5X Shares)

- Nature: TSLL is a leveraged ETF designed to achieve 150% of Tesla's daily return. It is primarily for traders seeking short-term gains rather than long-term investors.

- Risks:

  - ==> Leverage Risk: The fund uses leverage, which amplifies both gains and losses.

  - ==> Compounding Effect: Daily compounding can lead to significant deviations from the underlying asset's performance over longer periods.

  - ==> Volatility: High volatility in Tesla's stock can negatively impact TSLL's performance.

- ==> Long-term Suitability: Not recommended for long-term IRA investments due to its high-risk nature and potential for negative compounding effects over time.

AMDL (Assuming AMD or Another Stock)

If AMDL refers to AMD (Advanced Micro Devices) or another stock, consider the following:

- AMD:

  - Growth Potential: AMD has shown strong growth in the semiconductor industry, making it a potential long-term investment.

  - Market Influence: AMD's position in the tech sector could provide stability and growth opportunities.

- Other Stocks:

  - Evaluate the specific stock's fundamentals, industry trends, and growth prospects.

Long-term IRA Investment Considerations

For a long-term IRA investment, it's generally safer to focus on stable, growth-oriented stocks or diversified funds rather than highly leveraged ETFs like TSLL. AMD, if referring to Advanced Micro Devices, might be a more suitable long-term investment due to its growth potential and market position.

Recommendations

1. Diversification: Spread investments across different asset classes to minimize risk.

2. Research: Conduct thorough research on any stock or ETF before investing.

3. Risk Tolerance: Align investments with your risk tolerance and long-term goals.

4. Consult a Financial Advisor: Consider seeking professional advice for personalized investment strategies.

In summary, while TSLL can offer short-term trading opportunities, it is not suitable for long-term IRA investments due to its high-risk nature. AMD, if referring to Advanced Micro Devices, could be a more stable long-term investment option. Always prioritize diversification and align investments with your financial goals and risk tolerance.

Sources

[1] TSLL: 8% Yield Looks Good, But This Is For Traders - Seeking Alpha https://seekingalpha.com/article/4689577-tsll-8-percent-yield-good-for-traders

[2] Tesla's Comeback Fuels ETF Opportunities for 2025 - Nasdaq https://www.nasdaq.com/articles/teslas-comeback-fuels-etf-opportunities-2025

[3] (TSLL) Direxion Shares ETF Trust Direxion Daily TSLA Bull 1.5X ... https://www.composer.trade/etf/TSLL

[4] Is AMD actually a stock to hold for 10-20 years? : r/investing - Reddit https://www.reddit.com/r/investing/comments/1dfj862/is_amd_actually_a_stock_to_hold_for_1020_years/

[5] Long Term Tesla Hold With TSLL : r/LETFs - Reddit https://www.reddit.com/r/LETFs/comments/11tul6f/long_term_tesla_hold_with_tsll/

[6] Innovate Your TSLA Trades: Single Stock Daily Leveraged & Inverse ... https://www.barchart.com/story/news/30618316/innovate-your-tsla-trades-single-stock-daily-leveraged-inverse-etf-strategies-for-earnings-season

[7] [PDF] TSLL TSLS Fact Sheet (pdf) - Direxion https://www.direxion.com/uploads/TSLL-TSLS-Fact-Sheet.pdf

[8] Tesla: Is the Dip a Buying Opportunity Ahead of FSD Potential? https://www.investing.com/analysis/tesla-is-the-dip-a-buying-opportunity-ahead-of-fsd-potential-200655893

[9] Direxion Daily Tsla Bull 1.5x Shares Stock Forecast - StockInvest.us https://stockinvest.us/stock/TSLL

Commercial Real Estate Bubble..

 

Warren Buffett just warned of a real estate storm:

$2.7 trillion in commercial loans are about to mature.

Interest rates have doubled since these loans were made.

Here's what America's greatest investor is preparing for: pic.twitter.com/FGeIY7wQzK

— Glen Williamson (@glenwllmsn) February 3, 2025

LUNR and LUNRW: Upwards 20%: Launch Feb 26

 

Stock trading == Milk Churning, and what STOCKS to KEEP!

The process fundamentally changes the emulsion from a fat-in-water mixture (milk) to a water-in-fat mixture (butter) by breaking down the protective membranes around fat globules and allowing them to combine Churning is the process of transforming cream into butter through a series of physical and chemical changes. 

Here's how it works: 

Scientific Process The transformation occurs in three key stages: 

1) Initial Agitation: When cream is churned, the fat globules in milk are physically agitated. This ruptures the delicate membranes surrounding the milk fat, allowing fat droplets to begin connecting with each other136. 

2) Fat Clumping: As churning continues, the fat molecules start to break out of their suspended state and form larger clusters. These fat molecules are hydrophobic, meaning they naturally want to separate from the water in the cream5. 

3) Separation: Eventually, the fat completely separates from the liquid. The solid fat becomes butter, while the remaining liquid is buttermilk 

 Tactical steps: 

A) Use heavy whipping cream 

B) Place cream in a churn or jar 

C) Agitate/shake vigorously for 10-15 minutes 

D) Continue until butter solidifies and separates from buttermilk 

E) Rinse the butter with cold water 

F) Shape and serve 

 Most stocks are like this, take out the FAT and then let them go :) Only stocks covered by FAT Mutual Funds and SPY ~ are the ones TO KEEP !

Deepseek the details

DeepSeek R1 has emerged as a highly competitive AI model that challenges existing market leaders. Key highlights include: • Topped Apple’s App Store, surpassing ChatGPT • Offers open-source capabilities with impressive performance • Significantly more cost-effective, approximately 95% cheaper than OpenAI’s models developed a clever rule-based system that combines accuracy rewards (verifying final answers) with format rewards (encouraging structured thinking). This simpler approach turned out to be more robust and scalable than the process-based reward models that others have tried.”

Cathie thinks TSLA => 2000 by 2030

 

Cathie Wood believes $TSLA will surpass $2,000 by 2030 -- driven by breakthroughs in real-world AI applications via autonomy.

Those calling Tesla overvalued at $400 based on traditional metrics are completely missing the transformative potential ahead.pic.twitter.com/vNXWFwwi0k

— Shay Boloor (@StockSavvyShay) January 26, 2025