JosC personal page - To The Moon

JosC

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

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01-21 06:00

$Global X Nasdaq 100 Covered Call ETF(QYLD)$

01-21 06:00

$Tesla Motors(TSLA)$

01-21 06:00

$McDonald's(MCD)$

01-21 03:18

$Taiwan Semiconductor Manufacturing(TSM)$

01-21 03:18

$Volatility Shares 2x Ether ETF(ETHU)$

01-21 03:18

$Broadcom(AVGO)$

01-21 03:18

$Lululemon Athletica(LULU)$

01-21 03:18

$Invesco QQQ(QQQ)$

01-20 23:54

$Berkshire Hathaway(BRK.B)$

01-20 23:54

$UnitedHealth(UNH)$

01-20 23:48

01-20 23:48

01-20 23:48

$SPDR S&P 500 ETF Trust(SPY)$

01-19

$SPDR S&P 500 ETF Trust(SPY)$ keep pushing

01-17

01-17

$AppLovin Corporation(APP)$

01-17

01-17

$Kimberly-Clark(KMB)$

01-17

01-17

$SUPER MICRO COMPUTER INC(SMCI)$

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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":1261,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"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 $623 on Aug 8. The stock had a rebound . 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This is the kind of stock you hold for compound consistency, not adrenaline. Think of it as a “patient growth” trade — where discipline pays more than speed. 🔹 Nvidia (NVDA), on the other hand, is the purest expression of the AI gold rush. Revenues soared again, but the expectations bar is sky-high. It’s a momentum machine — you ride it, not marry it. Tight stops, clear conviction, and respect for volatility are key. 📊 My playbook: GOOGL = strategic core (steady growth, defensible moat) <a href=\"https://ttm.financial/S/GOOG\">$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)$&nbsp;</a>&nbsp; NVDA = tactical swing","text":"Earnings season once again reminded us that not all AI plays are created equal. 🔹 Alphabet (GOOGL) delivered solid numbers — Search and YouTube remain cash engines, while Cloud’s steady climb shows quiet strength. This is the kind of stock you hold for compound consistency, not adrenaline. Think of it as a “patient growth” trade — where discipline pays more than speed. 🔹 Nvidia (NVDA), on the other hand, is the purest expression of the AI gold rush. Revenues soared again, but the expectations bar is sky-high. It’s a momentum machine — you ride it, not marry it. 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Inc(GEMI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":66,"commentSize":0,"repostSize":29,"link":"https://ttm.financial/post/511573973328008","isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":495712583139672,"gmtCreate":1762054163674,"gmtModify":1762054168209,"author":{"id":"4156791741008862","authorId":"4156791741008862","name":"JosC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4156791741008862","idStr":"4156791741008862"},"themes":[],"title":"","htmlText":"Perhaps its time to trim positions from US markets. Its been a fairly good run but its really volatile, especially in recent months. Showing OCT P&amp;L with combination of SG and US portfolio.","listText":"Perhaps its time to trim positions from US markets. Its been a fairly good run but its really volatile, especially in recent months. Showing OCT P&amp;L with combination of SG and US portfolio.","text":"Perhaps its time to trim positions from US markets. Its been a fairly good run but its really volatile, especially in recent months. Showing OCT P&L with combination of SG and US portfolio.","images":[{"img":"https://community-static.tradeup.com/news/2683dfefc715a5b3fcc94474a3bbb764","width":"1080","height":"1332"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/495712583139672","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":521803676397816,"gmtCreate":1768428107524,"gmtModify":1769036986519,"author":{"id":"4156791741008862","authorId":"4156791741008862","name":"JosC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4156791741008862","idStr":"4156791741008862"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MNDY\">$Monday.com Ltd.(MNDY)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/MNDY\">$Monday.com Ltd.(MNDY)$&nbsp;</a>","text":"$Monday.com Ltd.(MNDY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":74,"commentSize":0,"repostSize":25,"link":"https://ttm.financial/post/521803676397816","isVote":1,"tweetType":1,"viewCount":1595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503808245281080,"gmtCreate":1764023363951,"gmtModify":1769062764433,"author":{"id":"4156791741008862","authorId":"4156791741008862","name":"JosC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4156791741008862","idStr":"4156791741008862"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GDX\">$VanEck Gold Miners ETF(GDX)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/GDX\">$VanEck Gold Miners ETF(GDX)$&nbsp;</a>","text":"$VanEck Gold Miners ETF(GDX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":65,"commentSize":0,"repostSize":27,"link":"https://ttm.financial/post/503808245281080","isVote":1,"tweetType":1,"viewCount":2252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}