Julius @InvestorJulius
MAdTech Director | 1st Gen American | Investor & Trader | Tech Enthusiast | Sharing thoughts on the stocks I own | Largest position: $TSLA Not Financial Advice Joined September 2015-
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Hello everyone. Hope all is well here !! Been busy with life lately, but still here and still invested. Hope you all are doing well in this bull run!
Up to 40% cash Will still be off loading into next week :)
Up to 40% cash Will still be off loading into next week :)
Decreasing my long exposure today. We are way over extended heading into FOMC Doesn’t hurt to take profit when you see fit
Half way thru seasonality, we’re getting a bit frothy heading into December.
Half way thru seasonality, we’re getting a bit frothy heading into December.
$SPX @ 4600 is key for this rally to continue in December Touched 4599.39 an hour ago..
You know what I haven’t heard much on the TL recently? $CROX The stock had an OK quarter and the market overreacted. Company is quietly up nearly +40% from the 3Q ER low
Good morning and happy Friday to $SQ & $SNOW investors only! ✊
$TSLA Ok this is actually revolutionary for camping utility for the truck sector Impressive
I bought more $ABNB and $TSLA Acct update tomorrow ✊
$TSLA starting their base package of $61K is called cornering the market 😂 No way anyone is going to be able to compete with this when it comes to utility/value of a BEV truck Ramp up is crucial for them
$TSLA the Cyber Truck is going to take Tesla brand to the next level 🔥 Hate it or love it, it’s a polarizing vehicle
Elon Musk really going off in this interview. You can tell he’s angry with the entire situation that Andrew keeps poking at
$SNOW 3Q23 beats below Also — Strong guidance for Q4 Product Revenue: $716-$721M
$SNOW amazing Q3 financial beats 🚀 Now overtaking $SQ as my 2nd largest holding in my profile. Up +10% AH
Brad Freeman @StockMarketNerd
135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|
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15 Followers 2K Following 👠Kimberly . 23 . Join my free content👇💌
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61K Followers 276 Following Engineer. Entrepreneur. Investor. Tweets are not advices. Never initiate DM to followers from my side. Don’t have a Telegram account. Do your own due diligence.
Kelly 🌟 @SelfMadeMastery
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Jonah Lupton @JonahLupton
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Brennan Schlagbaum, C.. @Budgetdog_
143K Followers 299 Following CPA helping you become the next MILLIONAIRE💰| 1,200+ Budgetdog Academy students 👉🏼| Listen to my podcast below👇🏼
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
FIRED Up Wealth @FIREDUpWealth
22K Followers 777 Following Millionaire Investor 💰 25 Years Experience MBA🔸Market Analyst🔸Founder @FiredUpWealth Created the Best @Discord Investing Community on Earth👇 60k @YouTube 👽
Wasteland Capital @ecommerceshares
95K Followers 761 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
App Economy Insights @EconomyApp
181K Followers 384 Following • App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 100,000+ read my newsletter How They Make Money
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FinXKing @ronjonbSaaS
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Dhaval Kotecha @dhaval_kotecha
32K Followers 1K Following Talk about AdTech & Software companies. Occasionally, talk about cricket. Anything I say is NFA! 🇮🇳
Beth Kindig @Beth_Kindig
130K Followers 5K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
Rocket Lab @RocketLab
516K Followers 198 Following Official account for Rocket Lab. We build rockets and spacecraft that open access to space to improve life on Earth.
Weave @diaper
773 Followers 309 Following I’m half English so only funny half the time and only half ugly. DE(302), VA(540), UK(01536). $TSLA $RIVN, EV, PHEV, M/C
GilbertC | GeekInvest.. @gilbertchang
3K Followers 1K Following LT Tech Investor +483% portfolio (Feb 24) | CIO, MBA, IT architect, astronomer, writer, blogger, numismatist, SciFi, Dad & husband. Investing ideas NOT advice.
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2K Followers 5K Following Model3 Perf.+ E-Smart Driver + Solar Energy Producer + guitar player + Drummer +Tennis player, vegetarian, citizen of the world, child at heart.
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2K Followers 2K Following Navy Veteran | Husband | @Tesla | $TSLA | MS in Info Sys. , Love Sports : @nyJets @chelseafc @mets @nyislanders @nyknicks
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William , Engineer, C.. @whe3998
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501 Followers 470 Following Going to Mars 2030. Tesla Model 3 Performance. Space culture. manufacturing stuff, lots of stuff.
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328 Followers 77 Following Sweden 🇸🇪 Ex-marine 🎗 diver 🤿 Following Tesla tweets ⚡️
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Izumi Ohzawa 大澤 �.. @IOhzawa
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sexy Tesla fan @S3XYTSLA
334 Followers 174 Following Tesla fan account. All in on Tesla and green energy. This is not investment advice. 🌱☀️🔋⚡️🚘♥️
Seven_X @7QuantumFields
770 Followers 627 Following Conservative, 1a, 2a, Patriot, SpaceX, Tesla. Favorite Quote: "The difference between stupidity and genius is that genius has its limits." _ Albert Einstein
x-La-tulipe @StephaneBaudin
485 Followers 452 Following Osteopath D.O, technology enthousiast, tesla investor. Healthy communication can solve many problems...
Sahil 🇮🇳🇺�.. @sahilsingh_rana
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Jonas Bloch Kristense.. @Jonas_Bloch1
317 Followers 801 Following Husband, father, HIFI nerd, I teach data technicians in the Royal Danish Navy⚓🇩🇰. I'm here for sustainability🌍, tech📱 and investing📈
This is where Jesus is said to have been buried — and then resurrected. But is it the real tomb? How do we know? Well, in 2016 it was opened for the first time in centuries... (thread) 🧵
Thanks @CathieDWood for following me. 🙏 🫡 I hope you'll stick around for at least a few days as I'll be posting my $SQ deep dive latter today and would love comments from you and your team.
2023 Performance: 174% Check out what it took to deliver such a performance with a long-only equity portfolio (Spoiler: still licking 2022 wounds). Nevertheless, I am pleased and proud my CAGR since 2016 is back to 20%. Wishing everyone a very successful 2024!
🧵 The historic NYT v. @OpenAI lawsuit filed this morning, as broken down by me, an IP and AI lawyer, general counsel, and longtime tech person and enthusiast. Tl;dr - It's the best case yet alleging that generative AI is copyright infringement. Thread. 👇
Patience and discipline! #stocks #investing
Although I rarely mention it, two months ago, I started buying LEAPS on Fin Tech companies as I felt they were undervalued. I started small and eventually filled out my positions, making my last purchase on November 8. Overall, I Invested as much across these four companies as I…
IPO Class of 2021 $COIN Valuation at IPO: $60B Valuation today: $32.5B $DIDI Valuation at IPO: $73B Valuation today: $18.3B $RIVN Valuation at IPO: $66.5B Valuation today: $18.3B $CPNG Valuation at IPO: $60B Valuation today: $27.5B $GRAB Valuation at IPO: $40B Valuation…
The company I work for just switched to Sentinel One. I got an email at 9:15 from the head of IT! $s wins smbs
Broke $1.6 million You can too! #investing #stocks #stockmarket #FiredUpWealth
November Review Nov return: +16.6% S&P: +7.8% YTD: +69.6% S&P: +19.5% Top ten: $NVDA $CRWD $AXON $MELI $AMZN $TTD $AAPL $MSFT $CELH $ZS Adds: None Sales: None Comments: What a month. Am the same investor down 40% last yr. Some amazing companies continue to excel. Hang tough!
October Review Oct return: -2.5% S&P: -2.2% YTD: +48.2% S&P: +9.7% Top 10: $NVDA $AXON $CRWD $AMZN $TTD $MELI $AAPL $CELH $MSFT $MA Adds: $VTI, $CELH, $AMZN, $TSLA, $AEHR (oof) Sales: $INMD, $OKTA, $CARM, $APPN Comments: Lot of cleaning. Focus on earnings, most else is noise
Happy December, here's my current investment portfolio going into the final month of the year: $CELH $SMCI $TMDX $LNTH $FOUR $UBER $ONON $MELI $NU $SHOP $SQ $AXON $ASPN $HIMS $FLNC $U November: +23.4% 2023 YTD: +115.8% I'm only 77.3% invested right now so I have 22.7% cash…
I am more confident than I was anytime in the past 2 years about $TSLA stock price potential in near term.
Yes, Upstart will fundamentally and directly benefit from falling interest rates. Largest position $UPST
@InvestorJulius Such a hard name to value. Book value treats them as a bank & a lender strictly which they aren't. adjusted EBITDA is very wonky. Will get a lot easier once they turn GAAP net income positive this quarter.
$snow added the 2nd most quarterly net new ARR, and has been on the rise since bottoming in Q4 2022.
Trends on net new quarterly ARR (using quarterly product rev X 4 as proxy for ARR)
$snow reported a 34% year-over-year growth in PRODUCT revenue, reaching $698.5 million in the third quarter of fiscal 2024. They now have 436 customers with trailing 12-month product revenue greater than $1 million and 647 Forbes Global 2000 customers, representing 52% and 10%...
$SNOW #earnings ✅ Q3 Non-GAAP EPS of $0.25 beats by $0.09. ✅ Revenue of $734.17M (+31.8% Y/Y) beats by $20.63M. ✅ Product revenue of $698.5 million in the third quarter, representing 34% year-over-year growth. ✅ Shares Up 8%
Not making any move cuz we might be onto something BIGGER, patterns are similar to previous bottom. $TSLA
Trends for United States
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