Lucaa

The moment you stop worrying about day-to-day price action and focus on the intrinsic value of a stock is the moment you level up as an investor.

You might not believe it yet, but $BABA is a $300+ stock

Most important earnings this week:
Monday: $BIDU | $BEKE
Tuesday: $HD | $PANW | $XPEV
Wednesday: $NVDA | $TGT | $LOW | $ADI | $TJX | $NIO | $INTU
Thursday: $WMT | $DE | $SNOW | $TTWO

$INTC is not a BUY
$ASML is not a BUY
$NVDA is not a BUY
$AMD is not a BUY
$MU is not a BUY
$BTC is a STRONG BUY
$ETH is a STRONG BUY
$BABA is a STRONG BUY
$COIN is a STRONG BUY
$HOOD, $CIFR, $IREN ALL GOOD BUYS
Focus on setups on the verge of breakouts.

For me, trading just doesn’t make much sense.
The whole point of investing, at least the way I see it, is to buy yourself time first,the money follows later.
That’s why I think day-trading is one of the most overhyped and over-marketed ideas out there. It’s pushed hard by gurus because it sells the dream of fast money.
In reality, chasing quick gains usually underperforms simply holding positions with a plan.
What actually compounds over years isn’t staring at every tick on a screen, but having a strategy you can realistically stick to.

You have to be insane to still buy at these levels AI Chip companies.
But you are even more insane if you’re not holding anything.

How are you positioned going into next week?

It’s time for an in-depth weekend update on $BTC and $ETH.
❤️ this post if you have notis on. ✅👀

Right now, there are a tremendous number of good buying opportunities in the market right now.
Because of this, I see very little reason to chase the sectors and stocks that have already had large moves to the upside.
In my view, the better approach is to spread capital across multiple industries that are still trading inside high-timeframe accumulation ranges and are less directly correlated to the S&P 500, such as Chinese equities and more defensive sectors.
I also expect risk assets to perform well in the coming months as liquidity gradually rotates from traditional assets into higher-beta

Bitcoin proxies are likely to perform well in the coming months because they offer leveraged exposure to both Bitcoin and broader risk appetite.
These stocks are generally perceived as high-beta investments, which means they tend to outperform when the risk-appetite of investors is elevated.
My view is that, as profits begin to be taken in parts of the S&P 500, a portion of that liquidity will rotate into higher-beta opportunities such as Bitcoin and Bitcoin-linked equities.
Because many of these companies also have strong fundamental growth stories, they can perform exceptionally well during