$SE 0.46 Noisy

Notable posts

• @StockSavvyShay bullish 2116 eng

  10 stocks near 52-week lows where the stock is broken but the business isn’t: 1. $PLTR | Palantir 2. $MSFT | Microsoft 3. $META | Meta 4. $SOFI | SoFi 5. $MELI | MercadoLibre 6. $SE | Sea Limited 7. $UBER | Uber 8. $NFLX | Netflix 9. $MA | Mastercard 10. $GRAB | Grab

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• @StockSavvyShay bullish 816 eng

  10 STOCKS TRADING NEAR DECADE-LOW VALUATION MULTIPLES 1. $MSFT | Microsoft 2. $NFLX | Netflix 3. $MA | Mastercard 4. $MELI | MercadoLibre 5. $SE | Sea Limited 6. $PYPL | PayPal 7. $NVO | Novo Nordisk 8. $CRM | Salesforce 9. $ADBE | Adobe 10. $LULU | Lululemon

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• @Venu_7_ bullish 225 eng

  My current view on the market: Software is where I think the new leaders will emerge. Many are currently breaking out of massive Stage 1 bases after months of institutional accumulation. Semis are the existing leaders that just went through a much-needed reset before starting their next leg higher. Don’t get confused by day-to-day price action. IMO, it’s better to have exposure to both rather than trying to pick one side. That’s one of the reasons I currently have roughly 40% in Semis + 40% in Software. Software leaders: $PLTR $SNOW $NOW $TWLO $ABNB $SHOP $MELI $FIVN $RNG $CART $TTWO $ZM $SE $IGV $TEAM $RBRK $CRWD $PANW $ZS $FTNT $NAVN $MDB $FROG $NET Semi / AI Infrastructure leaders: $NBIS $NVDA $AVGO $MU $TSEM $CRWV $LITE $COHR $AEHR $COHU $FORM $ANET $DELL $HPE $TSM $KEYS $APH $TER $P $CRDO

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• @Venu_7_ bullish 138 eng

  While the market is pulling back, always pay attention to relative strength. Quite a few names continue to show impressive resilience. $SNOW $RDDT $ATEX $FTNT $OKTA $TWLO $HNGE $ATEN $FROG $LLY $RBRK $HOOD $SE $NET $MDB $DDOG $NAVN $PANW $CRWD $ANET $CHYM $IBM $OSCR $ASTH $HIMS $VSCO $PENG

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• @Venu_7_ bullish 134 eng

  I know we’re all focused on what Fed Chair Warsh is going to say today, but there are quite a few names showing serious strength lately. Putting these on your radar: $NOW $PLTR $TEAM $ABNB $SPCX $NVDA $DASH $CHYM $U $ASAN $MDB $MSFT $RNG $SE $SHOP $ZETA $CRM $MELI $FIVN $HPQ $AFRM $GAP $ANF $HOOD $CRCL $TEM $MRNA

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• @Venu_7_ bullish 142 eng

  $IGV - Software has been consolidating inside a massive 2.5-year base. We’re already starting to see new leadership emerge with names like $PLTR, $MSFT and $NOW. But I don’t think it stops there. I think a lot of the next market leaders could come from Software. $NOW $WDAY $TEAM $CRM $ABNB $RBLX $RDDT $DASH $TTWO $SE $UBER $MDB $MELI $ADBE $RNG $SHOP $PLTR $SNOW $ORCL $CART $FIVN $TWLO $DDOG $NET $ZM $ZS $FROG $NAVN $DOCN $PANW $FTNT $CRWD $RBRK $APP

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• @Venu_7_ bullish 110 eng

  Big character change from Microsoft $MSFT Reclaiming the 200-day moving average on 2.5x volume after earnings is exactly kind of action you want to see from a market leader. Names worth watching: $SNOW $NOW $ADBE $CRM $AXON $SE $IGV $MELI $DASH $SHOP $NET $MDB $DDOG $TWLO https://t.co/AzF8ILGmmo

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• @Venu_7_ bullish 135 eng

  Software earnings are sending a pretty clear message: $CRWD +9% $CRM +11% $OKTA +12% Strong reactions across Cybersecurity + Enterprise Software are bullish for the majority of Software names. Bullish $PLTR $SNOW $NOW $TWLO $SHOP $MELI $CART $TTWO $SE $TEAM $RBRK $PANW $ZS $FTNT $MDB $FROG $NET $NOW +4% AH $RBRK +4.5% AH

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