JosC personal page - To The Moon

JosC

Humility over Hubris. Diversification is the only 'free lunch' in finance.

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beginning","images":[{"img":"https://community-static.tradeup.com/news/c33943aef3f4f8203bf2d7b9e0bc000c","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":2,"link":"https://ttm.financial/post/496353494974720","isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010994","authorIdStr":"10000000000010994"},"content":"Lilly's last low was $623 on Aug 8. The stock had a rebound . The board's paid bears were in heaven, saying it was a dead cat bounce But 3 months later Lilly was $896.00 and now they will come up with another excuse.","text":"Lilly's last low was $623 on Aug 8. The stock had a rebound . The board's paid bears were in heaven, saying it was a dead cat bounce But 3 months later Lilly was $896.00 and now they will come up with another excuse.","html":"Lilly's last low was $623 on Aug 8. The stock had a rebound . The board's paid bears were in heaven, saying it was a dead cat bounce But 3 months later Lilly was $896.00 and now they will come up with another excuse."},{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010990","authorIdStr":"10000000000010990"},"content":"it’s a new month and the lly endowment fund will be heavy sellers at these levels along with all the trapped longs !!","text":"it’s a new month and the lly endowment fund will be heavy sellers at these levels along with all the trapped longs !!","html":"it’s a new month and the lly endowment fund will be heavy sellers at these levels along with all the trapped longs !!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":498659485073664,"gmtCreate":1762768106159,"gmtModify":1762768109901,"author":{"id":"4156791741008862","authorId":"4156791741008862","name":"JosC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4156791741008862","authorIdStr":"4156791741008862"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$ </a> keep and push","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$ </a> keep and push","text":"$SPDR S&P 500 ETF Trust(SPY)$ keep and push","images":[{"img":"https://community-static.tradeup.com/news/a2da83da15738415f7fbc906031ca433","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/498659485073664","isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":495713649815632,"gmtCreate":1762054422179,"gmtModify":1762054427321,"author":{"id":"4156791741008862","authorId":"4156791741008862","name":"JosC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4156791741008862","authorIdStr":"4156791741008862"},"themes":[],"title":"","htmlText":"Earnings season once again reminded us that not all AI plays are created equal. 🔹 Alphabet (GOOGL) delivered solid numbers — Search and YouTube remain cash engines, while Cloud’s steady climb shows quiet strength. This is the kind of stock you hold for compound consistency, not adrenaline. Think of it as a “patient growth” trade — where discipline pays more than speed. 🔹 Nvidia (NVDA), on the other hand, is the purest expression of the AI gold rush. Revenues soared again, but the expectations bar is sky-high. It’s a momentum machine — you ride it, not marry it. Tight stops, clear conviction, and respect for volatility are key. 📊 My playbook: GOOGL = strategic core (steady growth, defensible moat) <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a>&nbsp; NVDA = tactical swing","listText":"Earnings season once again reminded us that not all AI plays are created equal. 🔹 Alphabet (GOOGL) delivered solid numbers — Search and YouTube remain cash engines, while Cloud’s steady climb shows quiet strength. This is the kind of stock you hold for compound consistency, not adrenaline. Think of it as a “patient growth” trade — where discipline pays more than speed. 🔹 Nvidia (NVDA), on the other hand, is the purest expression of the AI gold rush. Revenues soared again, but the expectations bar is sky-high. It’s a momentum machine — you ride it, not marry it. Tight stops, clear conviction, and respect for volatility are key. 📊 My playbook: GOOGL = strategic core (steady growth, defensible moat) <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a>&nbsp; NVDA = tactical swing","text":"Earnings season once again reminded us that not all AI plays are created equal. 🔹 Alphabet (GOOGL) delivered solid numbers — Search and YouTube remain cash engines, while Cloud’s steady climb shows quiet strength. This is the kind of stock you hold for compound consistency, not adrenaline. Think of it as a “patient growth” trade — where discipline pays more than speed. 🔹 Nvidia (NVDA), on the other hand, is the purest expression of the AI gold rush. Revenues soared again, but the expectations bar is sky-high. It’s a momentum machine — you ride it, not marry it. Tight stops, clear conviction, and respect for volatility are key. 📊 My playbook: GOOGL = strategic core (steady growth, defensible moat) $Alphabet(GOOG)$ NVDA = tactical swing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/495713649815632","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":515152638509536,"gmtCreate":1766796869308,"gmtModify":1770043060374,"author":{"id":"4156791741008862","authorId":"4156791741008862","name":"JosC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4156791741008862","authorIdStr":"4156791741008862"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/EWY\">$iShares MSCI South Korea ETF(EWY)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/EWY\">$iShares MSCI South 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