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